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REGULAR MEETING AGENDA
OF THE JURUPA VALLEY CITY COUNCIL
Thursday, January 16, 2025
Closed Session: 6:00 p.m.
Regular Meeting: 7:00 p.m.
City Council Chamber
8930 Limonite Avenue, Jurupa Valley, CA 92509
1. 6:00 PM - CALL TO ORDER AND ROLL CALL FOR CLOSED SESSION ● Brian Berkson, Mayor
● Chris Barajas, Mayor Pro Tem
● Armando Carmona, Council Member
● Veronica Sanchez, Council Member
● Guillermo Silva, Council Member
2. CONVENE TO CLOSED SESSION
A. PUBLIC COMMENTS PERTAINING TO CLOSED SESSION ITEMS
B. CONFERENCE WITH LEGAL COUNSEL – POTENTIAL LITIGATION.
The City Council will meet in closed session with the City Attorney pursuant to Government Code Section 54956.9(d)(2).(3) with respect to one matter of potential litigation. A point has been r eached where, in the opinion of the City Attorney, A. As a courtesy to those in attendance, we ask that cell phones be turned off or set to their silent mode and that you keep talking to a minimum so that all persons can hear the comments of the public and City Council.
B. A member of the public who wishes to speak under Public Comments must fill out a “Speaker Card” and submit it to the City Clerk BEFORE the Mayor calls for Public Comments on an agenda item. Each agenda item up will be open for public comments before taking action. Public comments on subjects that are not on the agenda can be made during the “Public Appearance/Comments” portion of the agenda.
C. Members of the public who wish to comment on the CONSENT CALENDAR may do so during the Public Comment portion of the Agenda prior to the adoption of the Consent Calendar.
D. As a courtesy to others and to assure that each person wishing to be heard has an opportunity to speak, please limit your comments to 3 minutes.
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based on existing facts and circumstances, there is a significant exposure to litigation involving the City with respect to the proposed project at 7586 Jurupa Road based on four letters concerning the Pro ject: 1) October 7, 2024 from Linda Klein, attorney for Warmington Residential to Assistant City Attorney Maricela Marroquin; 2) November 27, 2024 from Sonja Trauss, Executive Director, YIMBY Law to Planning Commission; 3) December 5, 2024 from , Dylan Casey, Executive Director, and James Lloyd, Director of Planning and Investigations, California Housing Defense Fund to Planning Commission; and 4) December 11, 2024 from Linda Klein, attorney for Warmington Residential to Planning Commission. The four letters are available for public inspection from the Office of the City Clerk.
3. RECONVENE IN OPEN SESSION
A. ANNOUNCEMENT OF A NY REPORTABLE ACTION S IN CLOSED
SESSION
4. 7:00 PM - CALL TO ORDER AND ROLL CALL FOR REGULAR MEETING ● Brian Berkson, Mayor
● Chris Barajas, Mayor Pro Tem
● Armando Carmona, Council Member
● Veronica Sanchez, Council Member
● Guillermo Silva, Council Member
5. INVOCATION
6. PLEDGE OF ALLEGIANCE
7. APPROVAL OF AGENDA
8. PRESENTATIONS
A. RECOGNITION TO CITY CLERK VICKI WASKO FOR HER MANY
YEARS OF FAITHFUL SERVICE UPON HER RETIREMENT FROM THE
CITY OF JURUPA VALLEY
9. PUBLIC APPEARANCE/COMMENTS
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10. INTRODUCTIONS, ACKNOWLEDGEMENTS, COUNCIL COMMENTS AND
ANNOUNCEMENTS
11. CITY COUNCIL MEMBER ORAL/WRITTEN REPORTS REGARDING
REGIONAL BOARDS AND COMMISSIONS
A. MAYOR BRIAN BERKSON
1. UPDATE ON THE MET ROLINK / SOUTHERN CA LIFORNIA
REGIONAL RAIL AUTHOR ITY – AUDIT AND FINA NCE
COMMITTEE MEETING OF JANUARY 10, 2025
2. UPDATE ON THE MOBILE SOURCE AIR POLL UTION
REDUCTION REVIEW COMMITTEE MEETING OF JANUARY
16, 2025
B. MAYOR PRO TEM CHRIS BARAJAS
1. UPDATE ON THE WESTERN RIVERSIDE COUNCIL OF
GOVERNMENTS - STRATEGIC PLANNING S ESSION OF
JANUARY 10, 2025
C. COUNCIL MEMBER GUILLERMO SILVA
1. UPDATE ON THE WESTERN RIVERSIDE COUNTY - REGIONAL
CONSERVATION AUTHORITY MEETING OF JANUARY 6, 2025
2. UPDATE ON THE NORTHWE ST MOSQUITO AND VECT OR
CONTROL DISTRICT MEETING OF JANUARY 16, 2025
12. CITY MANAGER’S UPDATE
A. AB1234 REPORT
Persons wishing to address the City Council on subjects other than those listed on the Agenda are requested to do so at this time. A member of the public who wishes to speak under Public Appearance/Comments OR the Consent Calendar must fill out a “Speaker Card” and submit it to the City Clerk BEFORE the Mayor calls for Public Comments on an agenda item. When addressing the City Council, please come to the podium and state your name and address for the record. While listing your name and address is not required, it helps us to provide follow -up information to you if needed. In order to conduct a timely meeting, we ask that you keep your comments to 3 minutes. Government Code Section 54954.2 prohibits the City Council from taking action on a specific item until it appears on an agenda.
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13. SHERIFF’S DEPARTMENT UPDATE
Requested Action: That the City Council receive and file the report.
14. APPROVAL OF MINUTES
A. DECEMBER 19, 2024 REGULAR MEETING
15. CONSENT CALENDAR
A. COUNCIL APPROVAL OF A MOTION TO WAIVE THE READING OF
THE TITLE AND TEXT OF ALL ORDINANCES AND RESOLUTIONS
INCLUDED IN THE AGENDA
Requested Action: That the City Council waive the reading of the title and text of all ordinances and resolutions included in the agenda. In accordance with Government Code Section 34934, the title of each ordinance is included on the published agenda and a copy of the full ordinance has been available to the public online on the City’s website and will be available in print at the meeting prior to the introduction or passage of the ordinance.
COUNCIL MEMBERS MAY REMOVE ITEMS FRO M THE CONSENT
CALENDAR FOR DISCUSSION, OR TO ASK QUESTIONS, OR MAKE A
COMMENT ON THE ITEM
If a Council Member wishes to vote “no” or “abstain” on a Consent Calendar item but does not wish to discuss, ask questions or make a comment, the Council Member may state that they wish to vote “no” or “abstain” on the item and the minutes and certification of the vote will show that the Council Member voted “no” or “abstain.”
B. AUTHORIZING THE DESTRUCTION OF CERTAIN OBSOLETE CITY
RECORDS
Requested Action: That the City Council adopt Resolution No. 2025-01, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, AUTHORIZING THE DESTRUCTION OF
CERTAIN OBSOLETE CITY RECORDS
C. APPROVAL OF AGREEMENT BETWEEN CFT NV DEVELOPMENTS,
LLC AND THE CITY OF JURUPA VALLEY FOR MAINTENANCE OF
CITY PARKWAYS FOR THE CFT COMMERCIAL CENTER MA 20084
PROJECT LOCATED AT THE NORTHWEST CORNER OF MISSION
BOULEVARD AND VALLEY WAY INTERSECTION
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1. Requested Action: That City Council approve the agreements between CFT NV Developments, LLC, and the City of Jurupa Valley for maintenance of parkway along Mission Boulevard and Valley Way; and
2. Authorize the City Manager to execute the Landscape Maintenance Agreement in substantially the form and format attach ed to the staff report as approved by the City Attorney; and
3. Authorize the City Manager to execute the Special Escrow Account agreement in substantially the form and format attached to the staff report as approved by the City Attorney.
D. ADOPTION OF RE SOLUTIONS REGARDING THE ANNEXATION OF
TERRITORY TO THE CITY OF JURUPA VALLEY LANDSCAPE AND
LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED
(THE “DISTRICT”) AS ZONE JJ (VAN BUREN MARKETPLACE) AND
THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN SUCH
TERRITORY; LOCATED AT THE SOUTHWEST CORNER OF VAN
BUREN BOULEVARD AND RUTILE STREET
1. Requested Action: That the City Council adopt Resolution No. 2025 -02, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY INITIATING PROCEEDINGS FOR THE
ANNEXATION OF TERRITORY TO CITY OF JURUPA VALLEY
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO.
89-1-CONSOLIDATED AS ZONE JJ (VAN BUREN
MARKETPLACE) AND THE LEVY AND COLLECTION OF
ASSESSMENTS WITHIN SUCH TERRITORY FOR FISCAL YEAR
2025-2026 PURSUANT TO THE PROVISIONS OF PART 2 OF
DIVISION 15 OF THE CALIFORNIA STREETS AND HIGHWAYS
CODE AND ARTICLE XIII D OF THE CALIFORNIA
CONSTITUTION
2. That the City Council adopt Resolution No. 2025-03, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY APPROVING THE REPORT OF THE
ENGINEER REGARDING THE PROPOSED ANNEXATION OF
TERRITORY TO CITY OF JURUPA VALLEY LANDSCAPING
AND LIGHTING MAINTENANCE DISTRICT NO. 89 -1-
CONSOLIDATED AS ZONE JJ (VAN BUREN MARKETPLACE)
AND THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN
THE CITY OF JURUPA VALLEY LIGHTING DISTRICT NO. 89-1-
CONSOLIDATED FOR FISCAL YEAR 2025-2026
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3. That the City Council adopt Resolution No. 2025-04, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY, CALIFORNIA, DECLARING ITS INTENT ION
TO ANNEX TERRITORY TO CITY OF JURUPA VALLEY
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO.
89-1-CONSOLIDATED AS ZONE JJ (VAN BUREN
MARKETPLACE) AND TO LEVY AND COLLECT ASSESSMENTS
WITHIN SUCH TERRITORY FOR FISCAL YEAR 2025 -2026
PURSUANT TO THE PROVISI ONS OF PART 2 OF DIVISION 15
OF THE CALIFORNIA STREETS AND HIGHWAYS CODE AND
ARTICLE XIII D OF THE CALIFORNIA CONSTITUTION AND
APPOINTING A TIME AND PLACE FOR HEARING PROTESTS
E. APPROVAL OF AGREEMENT BETWEEN LIMONITE C&C, LLC AND THE
CITY OF JURUPA VALLEY FOR MAINTENANCE OF CITY PARKWAYS
FOR THE VALLEY SQUARE PM 36977 PROJECT LOCATED AT THE
SOUTHWEST CORNER OF MISSION BOULEVARD AND PYRITE STREET
INTERSECTION
1. Requested Action: That the City Council approve the agreement between Limonite C&C , LLC and the City of Jurupa Valley for maintenance of parkways; and
2. Authorize the City Manager to execute the agreement in substantially the form and format attached to the staff report as approved by the City Attorney; and
3. Accept Performance Bond No. 4479332 in the amount of $46,000 for parkway Improvements.
F. FIRST AMENDED AND RESTATED AGREEMENT FOR PROFESSIONAL
SERVICES BETWEEN THE COUNTY OF RIVERSIDE AND THE CITY OF JURUPA VALLEY FOR FI SCAL YEAR 2018 -2019 THROUGH FISCAL YEAR 2024-2025
1. Requested Action: That the City Council approve the First Amended and Restated Agreement for Professional Services between the County of Riverside and the City of Jurupa Valley for Fiscal Year 2018-2019 through Fiscal Year 2024 -2025 and authorize the City Manager to execute the agreement in substantially the form and format attached to the staff report as approved by the City Attorney.
2. Authorize the Director of Finance to make appropriate budget adjustments as necessary, based on the Finance Impact section of the staff report.
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G. APPROVAL OF TRACT MAP NO. 38318-1 FOR THE DISTRICT LOCATED AT THE NORTHEAST COR NER OF 34 TH STREET AND WALLACE
STREET, ACCEPTANCE OF OFFERS OF DEDICATION, APPROVAL OF
SUBDIVISION AGREEMENTS, AND ACCEPTANCE OF
IMPROVEMENT BONDS
1. Requested Action: That the City Council approve Tract Map 38318 -1 and accept the dedication as follows:
a. Accept the real property described as an easement for street and public utility purposes for Lot “A” (Wallace Street) and Lot “B” (34th Street).
b. Abandon portions of Lots “A” and “B” for street and public utility purposes as shown on Parcel Map No. 10879, filed in Book 56, page 13 of Parcel maps, records of Riverside County.
2. Authorize the Mayor and City Clerk to sign Tract Map 38318-1.
3. Approve and authorize the Mayor and City Clerk to execute the Subdivision Agreements; and
4. Accept the surety bonds for construction of related improvements and survey monumentation.
H. APPROVAL OF THE THIR D AMENDMENT TO AGREE MENT WITH
RRM DESIGN GROUP FOR THE PREPARATION OF “PERMIT-READY
ACCESSORY BUILDING” (PRAB) PLANS PROJECT
Requested Action: That the City Council authorize the City Manager to execute the Third Amendment to the Agreement with RRM Design Group to prepare permit ready accessory building (PRAB) plans.
I. CONSIDERATION OF CHECK REGISTER IN THE AMOUNT OF
$6,868,865.81
Requested Action: That the City Council ratify the check registers dated November 21, and December 4, 12, and 19, 2024 as well as the payroll registers dated November 22, 30, and December 6, 20, and 31, 202
J. A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE
CITY OF JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024 -008 (PUBLIC
SAFETY, COUNTRYSIDE ESTATES) AND TO AUTHORIZE THE LEVY
OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024 -008 (PUBLIC SAFETY,
COUNTRYSIDE ESTATES); GENERALLY LOCATED NORTH OF
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AVENUE JUAN BAUTISTA, SOUTH OF MAVERICK LANE, EAST OF
LIMONITE AVENUE AND WEST OF RIVERVIEW DRIVE
Requested Action: That the City Council adopt Resolution No. 2025-11, entitled:
A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE
CITY OF JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024 -008 (PUBLIC
SAFETY, COUNTRYSIDE ESTATES) AND TO AUTHORIZE THE LEVY
OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024 -008 (PUBLIC SAFETY,
COUNTRYSIDE ESTATES)
K. AGREEMENT FOR ON -CALL HVAC MAINTENANCE A ND REPAIR
SERVICES
1. Requested Action: That the City Council approve the agreement with Senergy Pumbing Heating and Air (“Senergy”) for On -Call HVAC Maintenance and Repair Services for an amount not to exceed $20,000 per fiscal year; and authorize the City Manager to execute the agreement in substantially the form and format attached to the staff report as approved by the City Attorney.
2. Authorize the Finance Director to make appropriate budget adjustments as necessary, based on the Finance Impact section of the staff report.
16. CONSIDERATION OF ANY ITEMS REMOVED FROM THE CONSENT
CALENDAR
17. PUBLIC HEARINGS
A. PUBLIC HEARING TO CONSIDER A RESOLUTION AMENDING THE
APPLICABLE TRANSPORTATION UNIFORM MITIGATION FEE
(TUMF) APPLICABLE TO ALL DEVELOPMENTS IN THE CITY OF
JURUPA VALLEY AND FINDING THIS RESOLUTION EXEMPT FROM
CEQA
1. Requested Action: That the City Council conduct a public hearing to receive public comments regarding a Resolution of the City Council of the City of Jurupa Valley amending the applicable Transportat ion Uniform Mitigation Fee (TUMF) applicable to all developments in the City of Jurupa Valley and finding the action exempt from CEQA pursuant to CEQA Guidelines Sections 15061, 15062 and 15378.
2. That the City Council adopt Resolution No. 2025-05, entitled:
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A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY AMENDING THE APPLICABLE
TRANSPORTATION UNIFORM MITIGATION FEE (TUMF)
APPLICABLE TO ALL DEVELOPMENTS IN THE CITY OF
JURUPA VALLEY AND FINDING THIS RESOLUTION EXEMPT
FROM CEQA
3. That the City Council conduct a first reading and introduce Ordinance No. 2025-01, entitled:
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
JURUPA V ALLEY AMENDING CHAPTER 3.70 OF THE JURUPA
V ALLEY MUNICIPAL CODE, WESTERN RIVERSIDE COUNTY
TRANSPORTATION UNIFORM MIT IGATION FEE PROGRAM,
TO UPDATE PARTICIPATION IN THE WESTERN RIVERSIDE
COUNTY TRANSPORTATION AND UNIFORM MITIGATION FEE
(TUMF) PROGRAM AND FINDING THIS ORDINANCE EXEMPT
FROM CEQA
B. PUBLIC HEARING TO CONSIDER CALLING A SPECIAL ELECTION; DECLARING THE RESUL TS OF THE ELECTION; AND APPROVING
FORMATION AND LEVY OF SPECIAL TAXES FOR CITY OF JURUPA
VALLEY COMMUNITY FACILITIES DISTRICT NO. 2023 -001
(SEQUANOTA HEIGHTS) GENERAL LY LOCATED AT THE
SOUTHEAST CORNER OF CANAL STREET AND OPAL STREET
1. Requested Action: That the City Council open the public hearing and take testimony, if any.
2. Following the public hearing, staff recommends that the City Council adopt Resolution No. 2025-06, entitled:
A RESOLUTION OF FORMATION OF THE CITY COUNCIL OF
THE CITY OF JURUPA VALLEY, CALIFORNIA, TO ESTABLISH
CITY OF JURUPA VALLEY COMMUNITY FACILITEIS
DISTRICT NO. 2023 -001 (SEQUANOTA HEIGHTS), TO
ESTABLISH AN APPROPRIATIONS LIMIT THEREFORE, TO
AUTHORIZE THE LEVY OF A SPECIAL TAX THEREIN, AND TO
SUBMIT THE ESTABLISHMENT OF AN APPRO PRIATIONS
LIMIT AND THE LEVY OF SPECIAL TAXES TO THE
QUALIFIED ELECTORS THEREOF; AND
3. That the City Council adopt Resolution No. 2025-07, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY, CALIFORNIA, CALLING A SPECIAL
ELECTION AND SUBMITTING TO THE QUALIFIED ELECTORS
OF CITY OF JURUPA VALLEY COMMUNITY FACILITEIS
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DISTRICT NO. 2023 -001 (SEQUANOTA HEIGHTS)
PROPOSITIONS REGARDING THE ESTABLISHMENT OF AN
APPROPRIATIONS LIMIT AND THE ANNUAL LEVY OF A
SPECIAL TAX WITHIN THE COMMUNITY FACI LITIES
DISTRICT; AND
4. That the City Council adopt Resolution No. 2025-08, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY, CALIFORNIA, DECLARING THE RESULTS
OF A SPECIAL ELECTION IN CITY OF JURUPA VALLEY
COMMUNITY FACILITEIS DISTR ICT NO. 2023 -001
(SEQUANOTA HEIGHTS) AND DIRECTING THE RECORDING
OF A NOTICE OF SPECIAL TAX LIEN; AND
5. That the City Council conduct a first reading and introduce Ordinance No. 2025-02, entitled:
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY, CALIFORNIA, ACTING IN ITS CAPACITY AS
THE LEGISLATIVE BODY OF CITY OF JURUPA VALLEY
COMMUNITY FACILITEIS DISTRICT NO. 2023 -001
(SEQUANOTA HEIGHTS) AUTHORIZING THE LEVY OF A
SPECIAL TAX THEREIN
C. PUBLIC HEARING TO CONSIDER APPEAL OF PLANNING
COMMISSION’S DENIAL OF MASTER APPLICATION (MA) NO.
23357: DENSITY BONUS APPLICATION (DB) NO. 24001, TENTATIVE TRACT MAP (TTM) NO. 38888, AND SITE DEVELOPMENT PERMIT
(SDP) NO. 23172, AND ADDENDUM TO MITIGATED NE GATIVE
DECLARATION FOR A SUBDIVISION OF 6.92 ACRES OF LAND INTO 67 LOTS FOR SINGLE -FAMILY DETACHED HOMES ; LOCATION:
7586 JURUPA ROAD (APN:183-030-014); (APPLICANT:WARMINGTON
RESIDENTIAL)
1. Requested Action: That the City Council provide direction to staf f to bring back a resolution:
a. Rescinding the Planning Commission’s denial of the project and approving the project and adopting Addendum to Mitigated Negative Declaration; or
b. Rescinding the Planning Commission’s denial of the project and approving the project but denying the waivers regarding the one story and landscape requirements set forth in Jurupa Valley Municipal Code Section 9.240.550(E)(3) and Section
9.240.550(E)(13), and adopting Addendum to Mitigated Negative Declaration; or
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c. Rescinding the Pl anning Commission’s denial of the project and approving the project but denying the waivers regarding the landscape requirements set forth in Section 9.240.550(E)(13), and adopting Addendum to Mitigated Negative Declaration; or d. Upholding the Planning Commission’s denial of the project.
18. COUNCIL BUSINESS
A. APPOINTMENTS TO THE COMMUNITY DEVELOPMENT ADVISORY
COMMITTEE AND ANNUAL RECONFIRMATION PROCESS
1. Requested Action: That the City Council ratify Council Member Veronica Sanchez’s appointment to the Community Development Advisory Committee, which shall expire in December 2028.
2. That the City Council ratify Council Member Guillermo Silva’s appointment to the Community Development Advisory Committee, which shall expire in December 2028.
3. That the City Council ratify Council Member Armando Carmona’s appointment to the Community Development Advisory Committee, which shall expire in December 2026.
4. That the City Council consider the reconfirmation of the appointments of Community Development Advisory Committee Members George Ruiz and Sonia Wraich.
B. APPOINTMENTS TO THE PLANNING COMMISSION AND ANNUAL
RECONFIRMATION PROCESS
1. Requested Action: That the City Council ratify Council Member Veronica Sanchez’s appointment to the Planning Commission, which shall expire in December 2028.
2. That the City Council ratify Council Member Guillermo Silva’s appointment to the Planning Commission, which shall expire in December 2028.
3. That the City Council consider the reconfirmation of the appointments of Planning Commissioners Uriel De La Torre, Penny Newman and Arleen Pruitt.
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C. APPOINTMENTS TO THE PUBLIC WORKS ADVISORY COMMITTEE
AND ANNUAL RECONFIRMATION PROCESS
1. Requested Action: That the City Council ratify Council Member Veronica Sanchez’s appointment to the Public Works Advisory Committee , which shall expire in December 2028.
2. That the City Council ratify Council Member Guillermo Silva’s appointment to the Public Works Advisory Committee, which shall expire in December 2028.
3. That the City Council consider the reconfirmation of the appointments of Public Works Advisory Committee members Robert Galindo, Mayra Jackson, and Josh Steffy.
D. AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY ADDING SECTIONS 9.05.105 and 9.05.108 TO TITLE 9 (PLANNING AND ZONING) OF THE JURUPA VALLEY MUNICIPAL
CODE ESTABLISHING APPEALS PROCESSES FOR STREAMLINED,
MINISTERIAL HOUSING PROJECTS AND FOR INCOMPLETENESS
DETERMINATIONS UNDER THE PERMIT STREAMLINING ACT
Requested Action: That the City Council adopt, by a 4/5’s vote, Urgency Ordinance No. 2025-03, entitled:
AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY ADDING SECTIONS 9.05.105 AND 9.05.108 TO TITLE 9 (PLANNING AND ZONI NG) OF THE JURUPA VA LLEY MUNICIPAL
CODE ESTA BLISHING APPEALS PRO CESSES FOR STREAMLIN ED,
MINISTERIAL HOUSING PROJECTS AND FOR INC OMPLETENESS
DETERMINATIONS UNDER THE PERMIT STREAMLINING ACT, AND
MAKING A FINDING OF EXEMPTION UNDER THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT
E. CONSIDER PROPOSALS FOR ENHANCEMENTS TO THE
EQUESTRIAN LIFESTYLE PROTECTION OVERLAY AND PROVIDE
DIRECTION ON WHETHER TO PROCEED WITH POSSIBLE CHANGES
Requested Action: It is recommended that the City Council consider appropriating $30,000 for the preparation of an existing condi tions analysis of the Equestrian Lifestyle Program Overlay (ELPO), and directing that the findings of the analysis be presented at a joint City Council and Planning Commission study session.
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F. PARADISE KNOLLS PROJECT; ACCEPTANCE OF OWNER’S
DEDICATION OF 2.75 ACRES OF PROPERTY FOR PARK AND
RECREATION PURPOSES; CONVEYANCE OF THE 2.75 -ACRE PARK
PROPERTY TO JURUPA AREA PARK AND RECREATION DISTRICT
(JARPD)
1. Requested Action: That the City Council adopt Resolution No. 2025 -09, entitled:
A RESOLUTION OF TH E CITY COUNCIL OF THE CITY OF
JURUPA VALLEY ACCEPTING PARK PROPERTY WITHIN THE
PARADISE KNOLLS SPECIFIC PLAN AREA PURSUANT TO
THAT CERTAIN IRREVOCABLE OFFER OF DEDICATION OF
REAL PROPERTY PURSUANT TO GOVERNMENT CODE
SECTION 7050 DATED OCTOBER 6, 2022 AND R ECORDED IN
THE OFFICIAL RECORDS OF THE COUNTY OF RIVERSIDE ON
OCTOBER 7, 2022 AS DOCUMENT NO. 2022-0422107
2. Adopt Resolution No. 2025-10, entitled:
A RESOLUTION APPROVING AN AGREEMENT TO CONVEY
2.75 ACRES OF PARK PROPERTY TO JURUPA AREA
RECREATION AND PARK DISTRICT WITHIN PARADISE
KNOLLS SPECIFIC PLAN AREA FOR PARK AND RECREATION
PURPOSES
19. COUNCIL MEMBER REQUESTS FOR FUTURE AGENDA ITEMS
20. CITY ATTORNEY’S REPORT
21. COUNCIL MEMBER REPORTS AND COMMENTS
22. ADJOURNMENT
Adjourn to the Regular Meeting of February 6, 2025 at 7:00 p.m. at the City Council Chamber, 8930 Limonite Avenue, Jurupa Valley, CA 92509.
In compliance with the Americans with Disabilities Act and Government Code Section 54954.2, if you need special assistance to participate in a meeting of the Jurupa Valley City Council or other services, please contact Jurupa Valley City Hall at (951) 332 -6464. Notification at least 48 hours prior to the meeting or time when services are needed will assist staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service.
Agendas of public meetings and any other writings distributed to all, or a majority of, Jurupa Valley City Council Members in connection with a matter subject to discussion or consideration at an open meeting of the City Council are public records. If such writing is distributed less than 72 hours prior to a public meeting, the writing will be m ade available for public inspection at the City of Jurupa Valley, 8930 Limonite Avenue, Jurupa Valley, CA 92509, at the time the writing is distributed to all, or a majority of,
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Jurupa Valley City Council Members. The City Council may also post the writing on its Internet website at www.jurupavalley.org. Agendas and Minutes are posted on the City’s website at www.jurupavalley.org.
AGENDA ITEM NO. 14.A
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MINUTES
OF THE REGULAR MEETING
OF THE JURUPA VALLEY CITY COUNCIL
December 19, 2024
1. 7:00 PM - CALL TO ORDER AND ROLL CALL FOR REGULAR MEETING ● Guillermo Silva, Mayor
● Brian Berkson, Mayor Pro Tem
● Leslie Altamirano, Council Member
● Chris Barajas, Council Member
● Armando Carmona, Council Member
Mayor Silva called the regular meeting to order at 7:00 p.m.
2. INSTALLATION OF NEWLY ELECTED COUNCIL MEMBERS
A. CERTIFICATION OF THE RESULTS OF THE GENERAL MUNICIPAL ELECTION HELD NOVEMBER 5, 2024
Staff Report presented by Vicki Wasko, City Clerk . Ms. Wasko reported that on November 5, 2024, a Consolidated General Election was held in the City of Jurupa Valley for the purpose of electing Council Members to Council Districts 2 and 4.
On December 5, 2024, the Riverside County Registrar of Voters completed the final canvass of the returns and certified the official statement of results of the elect ion as follows: the Statement of Votes cast show ed that Guillermo “Willy” Silva was elected to Council District 2 for a full term of four years and Veronica Sanchez was elected to Council District 4 for a full term of four years. Ms. Wasko reported that following the Registrar of Voters’ certification of the election results on December 5, 2024, a requested manual recount for Council District 2 was made by a supporter of Lisa Lan e. The results of the recount , which was completed by the Riverside County Registrar of Voters on December 16, 2024 , shows that Guillermo “Willy” Silva defeated Lisa Lane by 14 votes.
A motion was made by Council Member Leslie Altamirano , seconded by Council Member Chris Barajas, to adopt Resolution No. 2024-128, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, RECITING THE FACTS O F THE GENERAL
MUNICIPAL ELECTION HELD NOVEMBER 5, 2024 DECLARING THE
RESULTS THEREOF AND SUCH OTHER MATTERS AS PROVIDED BY
LAW
RETURN TO AGENDA
-2-
AYES: ALTAMIRANO, BARAJAS, BERKSON, CARMONA, SILVA
NOES: NONE
ABSENT: NONE
B. OATHS OF OFFICE AND PRESENTATION OF CERTIFICATES OF
ELECTION TO NEWLY ELECTED OFFICIALS
The City Clerk administered the Oath of Office to Council Member-Elect Veronica Sanchez.
David Barnes administered the Oath of Office to Mayor Guillermo Silva.
3. PRESENTATIONS
A. RECOGNITION TO OUTGOING MAYOR GUILLERMO SILVA
Members of the City Council recognized Mayor Silva for his past service as mayor.
He was recognized for his leadership, service and contributions to the community.
B. RECOGNITON TO OUTGOING COUNCIL MEMBER LESLIE
ALTAMIRANO
Members of the City Council recognized outgoing Council Member Leslie Altamirano for her dedicated public service which will have a lasting impact in the communty.
Mayor Silva called a short recess at 7:14 p.m.
4. COMMUNITY RECEPTION
Members of the audience joined the newly elected City Council Members for a brief community reception.
Following the reception, Mayor Guillermo Silva and Council Member -Elect Veronica Sanchez took their seats at the dais.
5. CITY COUNCIL REORGANIZATION
Pursuant to Resolution No. 2013-01, the City Council shall select from among its members a Mayor and Mayor Pro Tem to serve for the following year. The Mayor and Mayor Pro Tem shall take office on January 1 of each year. The term of office for the Mayor and the Mayor Pro Tem shall be a calendar year from January 1 through December 31.
Mayor Guillermo Silva reconvened the meeting at 7:43 p.m.
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A. ELECTION OF MAYOR
The City Clerk explained the nomination procedure.
There were no public comments.
Council Member Armando Carmona nominated Brian Berkson to serve as Mayor. There being no further nominations, the nominations were closed.
Brian Berkson received a majority vote and was elected to serve as Mayor for a term expiring December 31, 2025.
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
B. ELECTION OF MAYOR PRO TEM
Council Member Veronica Sanchez nominated Council Member Armando Carmona to serve as Mayor Pro Tem. There being no further nominations, the nominations were closed.
Ayes: A. Carmona, V. Sanchez
Noes: C. Barajas, B. Berkson,
Absent: None
Abstain: G. Silva
Council Member Armando Carmona did not receive a majority vote.
Further discussion followed.
Mayor Guillermo Silva nominated Council Member Chris Barajas to serve as Mayor Pro Tem. There being no further nominations, the nominations were closed. Chris Barajas received a majority vote and was elected to serve as Mayor Pro Tem for a term expiring December 31, 2025.
Ayes: C. Barajas, B. Berkson, G. Silva
Noes: A. Carmona
Absent: None
Abstain: V. Sanchez
6. INVOCATION was given by Pastor David De La Cruz, Beacon Hill Assembly of God.
7. PLEDGE OF ALLEGIANCE was led by Council Member Chris Barajas.
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8. APPROVAL OF AGENDA
A motion was made by Council Member Chris Barajas, seconded by Council Member Armando Carmona, to approve the Agenda.
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
9. PUBLIC APPEARANCE/COMMENTS
Cheryl Moi acknowledged the City Council for their dedicated leadership. She stated that she is a new resident and is very happy to live in Jurupa Valley. She thanked Mayor Guillermo Silva for sharing community updates with the seniors that live at Country Village and for his generous Thanksgiving donations to several needy families that live there.
Anthony Kelly, Jr. congratulated Mayor Silva on his re-election and Veronica Sanchez on her election to the Council. He referred to the City’s previous traffic study for W allace Street going northbound. He noted that Wallace Street is the only residential area in Jurupa Valley that has a 40 mph speed limit. He cautioned that this speed limit is unsafe for a residential area and he asked that it be lowered to 25 mph.
Roberto Ramirez referred to tonight’s election for Mayor Pro Tem , stating that Council Member Armando Carmona deserves more credit than he receives as he listens and he cares about the community. He encouraged the Council to work harder for the community.
10. INTRODUCTIONS, ACKNOWLE DGEMENTS, COUNCIL COMMENTS AND
ANNOUNCEMENTS
Council Member Veronica Sanchez read aloud a written statement thanking God, her parents, family, friends, and supporters. She stated this journey is dedicated to her late father while making a commitment to al ways making him proud. She is dedicated to protecting the City’s deep equestrian roots and she looks forward to working together with the City Council and building a stronger, safer, and healthier Jurupa Valley.
Council Member Armando Carmona congratulate d Veronica Sanchez on her election to the City Council, stating that he looks forward to working together with the City Council for the betterment of the community. He announced the third annual community toy drive will take place on Saturday, December 21 at 11:00 am at the Mary Tyo Equestrian Center.
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11. CITY COUNCIL MEMBER ORAL/WRITTEN REPORTS REGARDING
REGIONAL BOARDS AND COMMISSIONS
A. MAYOR PRO TEM BRIAN BERKSON
1. Mayor Pro Tem Brian Berkson gave an update on the Riverside County Transportation commission meeting of December 11, 2024
2. Mayor Pro Tem Brian Berkson gave an update on the
Metrolink/Southern California Regional Rail Authority meeting of December 13, 2024.
3. Mayor Pro Tem Brian Berkson gave an update on the Riverside Transit Agency meeting of December 19, 2024.
B. COUNCIL MEMBER CHRIS BARAJAS
1. Council Member Chris Barajas gave an update on the Riverside Western Riverside Council of Governments Executive Committee meeting of December 2, 2024.
2. Council Member Chris Barajas gave an update on the Western Riverside Council of Governments – Administration and Finance Committee meeting of December 11, 2024.
12. CITY MANAGER’S UPDATE
A. AB1234 REPORT
Michael Flad, Assistant City Manager, reported that from November 17-20, 2024, Mayor Silva and Council Member Altamirano attended a legislative tour in Washington, D.C. Expenses included travel, accommodations, and meals. Mr.
Flad outlined the itinerary and meeting schedule. During their trip, they were able to visit the Law Enforcement Officer’s Memorial, where they visited the memorial site for Riverside County Sheriff Deputy Isaiah Cordero.
City Manager Rod Butler thanked all the staff, organizations, and volunteers who were involved with the annual Tree Lighting and Open House event. It was a big success with a large community turnout. He announced that volunteers are needed for Riverside County’s annual Point -in-Time-Count of the area’s homeless population. Further information is available on the City’s website. He announced that Burrtec will host a free bulky item and e -waste collection event on Saturday, January 11 at Patriot High School from 8 :00 am to noon. The event is for Jurupa Valley residents only.
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13. APPROVAL OF MINUTES
A. NOVEMBER 21, 2024 REGULAR MEETING
A motion was made by Council Member Chris Barajas , seconded by Mayor Pro Tem Brian Berkson , to approve the Minutes of the regular meeting of November 21, 2024.
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
14. CONSENT CALENDAR
A. COUNCIL APPROVAL OF A MOTION TO WAIVE THE READING OF
THE TITLE AND TEXT OF ALL ORDINANCES AND RESOLUTIONS
INCLUDED IN THE AGENDA
Requested Action: That the City Council waive the reading of the title and text of all ordinances and resolutions included in the agenda. In accordance with Government Code Section 34934, the title of each ordinance is included on the published agenda and a copy of the full ordinance has been available to the public online on the City’s website and will be available in print at the meeting prior to the introduction or passage of the ordinance.
COUNCIL MEMBERS MAY REMOVE ITEMS FROM TH E CONSENT
CALENDAR FOR DISCUSSION, OR TO ASK QUESTIONS, OR MAKE A
COMMENT ON THE ITEM
If a Council Member wishes to vote “no” or “abstain” on a Consent Calendar item but does not wish to discuss, ask questions or make a comment, the Council Member may state that they wish to vote “no” or “abstain” on the item and the minutes and certification of the vote will show that the Council Member voted “no” or “abstain.”
City Attorney Peter Thorson announced that Council Member Sanchez will abstain on Item 14.C on the Consent Calendar, adoption of ordinance rezoning 3.3 acres around 4651 Brookhollow Circle. The area being rezoned includes the business park in which her business is located. The public hearing on this rezoning was held before the City Council on November 21, 2024. Since this matter is on the Consent Calendar, Council Member Sanchez does not need to leave the dais unless another Council Member pulls the item from the Consent Calendar for a separate discussion and action. My comments and her abstention will be noted i n the minutes for this meeting.
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B. ORDINANCE NO. 2024-27
Requested Action: That the City Council conduct a second reading and adopt Ordinance No. 2024-27, entitled:
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, ACTING IN ITS CAPACITY AS THE
LEGISLATIVE BODY OF CITY OF JURUPA VALLEY COMMUNITY
FACILITIES DISTICT NO. PS 2024 -010 (PUBLIC SAFETY, VALLEY
SQUARE) AUTHORIZING THE LEVY OF A SPECIAL TAX THEREIN
C. ORDINANCE NO. 2024-28
Requested Action: That the City Council conduct a second reading and adopt Ordinance No. 2024-28, entitled:
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, APPROVING CHANGE OF ZONE NO. 24002 TO REZONE 3.55 ACRES LOCATED AT 4651 BROOKHOLLOW CIRCLE
(APN 167 -161-020) FROM INDUSTRIAL PARK (I -P) AND
MANUFACTURING-SERVICE COMMERCIAL (M -SC) TO BU SINESS
PARK (BP), AND DETERMINING THAT THE PROJECT IS EXEMPT
FROM THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
PURSUANT TO CEQA GUIDELINES SECTION 15061(B)(3)
Council Member Veronica Sanchez abstained.
D. CONSIDERATION OF CHECK REGISTER IN THE AMOUNT OF $3,974,817.69
Requested Action: That the City Council ratify the check registers dated October 24, 31, and November 4, 7 and 14, 2024 as well as the payroll registers dated October 31, and November 8, 2024.
E. APPROVAL OF CITY HOLIDAY SCHEDULE
Requested Action: That the City Council pass and adopt Resolution No. 2024- 129, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, DESIGNATING HOLIDAYS ON WHICH CITY
OFFICES SHALL BE CLOSED FOR CALENDAR YEAR 2025
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F. APPROVE AGREEMENT BETWEEN THE CITY OF JURUPA VALLEY
AND STC TRAFFIC, INC. FOR CONSTRUCTION MANAGEMENT
SERVICES FOR THE CITYWIDE TRAFFIC SIGNAL COORDINATION
AND SIGNAL HEAD UPGRADES (CIP NO. 21112)
Requested Action: That the City Council approve the Agreement between the City of Jurupa Valley and STC Traffic, Inc. of Carlsbad, California (Consultant) for Construction Management and Construction Inspections (CM/CI) Services in the amount of $263,630 for the Citywide Traffic Signal Coordination and Signal Head Upgrades (CIP No. 21112) and $132,200 for signal timing services for a not -to- exceed amount of $395,830.
G. AWARD CONSTRUCTION CONTRACT TO CROSSTOWN
ELECTRICAL & DATA, INC. FOR THE CITYWIDE TRAFFIC SIGNAL COORDINATION AND SIGNAL HEAD UPGRADES (CIP NO. 21112)
1. Requested Action: That the City Council award a construction contract to Crosstown Electrical & Data, Inc. in the amount of $1,865,590 for the Citywide Traffic Signal Coordination.
2. Approve a project contingency in the amount of $186,559 (10% of bid amount).
3. Authorize the City Manager to execute the agreement in substantially the form and format attached to the staff report as approved by the City Attorney.
H. RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY
OF JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY
COMMUNITY FACILITIES DISTRICT NO. PS 2024 -012 (PUBLIC
SAFETY, WEST COAST SELF-STORAGE) AND TO AUTHORIZE THE
LEVY OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY
COMMUNITY FACILITIES DISTRICT NO. PS 2024 -012 (PUBLIC
SAFETY, WEST COAST SELF STORAGE); GENERALLY LOCATED AT
THE NORTHWEST CORNER OF CLAY STREET AND GENERAL ROAD
Requested Action: That the City Council adopt Resolution No. 2024-130, entitled:
A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE
CITY OF JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024 -012 (PUBLIC
SAFETY, WEST COAST SELF-STORAGE) AND TO AUTHORIZE THE
LEVY OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY
COMMUNITY FACILITIES DISTRICT NO. PS 2024 -012 (PUBLIC
SAFETY, WEST COAST SELF STORAGE)
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I. AWARD TRAFFIC EQUIPMENT PROCUREMENT CONTRACT TO
SWARCO MCCAIN INC. FOR THE CITYWIDE TRAFFIC SIGNAL
COORDINATION AND SIGNAL HEAD UPGRADES (EQUIPMENT) (CIP
#21112)
1. Requested Action: That the City Council award a traffic equipment procurement contract to Swarco McCain Inc. in the amount of $421,682.74 for the Citywide Traffic Signal Coordination (Equipment).
2. Authorize the City Manager to execute the agreement in substantially the form and format attached to the staff report as approved by the City Attorney.
J. APPROVAL OF TRACT MA P NO. 38171 COUNTRYS IDE ESTATES
LOCATED EAST OF LIMONITE AVENUE FRONTAGE ROAD AND WEST
OF RIVERVIEW DRIVE, ACCEPTANCE OF OFFERS OF DEDICATION,
APPROVAL OF SUBDIVISION AGREEMENTS, AND ACCEPTANCE OF
IMPROVEMENT BONDS
1. Requested Action: That the City Council approve Tract Map 38171 and accept the dedication as follows:
a. Accept the real property described as an easement for public street and utility purposes for Lot “A” (Saddlehorn Lane) and Lot “B” (Riverview Drive).
b. Accept the real property described as a storm drain easement for public purposes.
c. Accept the reciprocal access easement for ingress, egress and emergency vehicle access.
d. Accept Lot 32 for infiltration basin, water quality and open space purposes.
2. Authorize the Mayor and City Clerk to sign Tract Map 38171
3. Approve and authorize the Mayor and City Clerk to execute the Subdivision Agreements; and
4. Accept the surety bonds for construction of related off-site improvements and survey monumentation.
K. CONSIDERATION AND APPROVAL OF AMENDMENT NO. 1 TO
CONSULTANT SERVICES AGREEMENT BETWEEN THE CITY OF
JURUPA VALLEY AND SCOTT FAZEKAS & ASSOCIATES, INC. FOR
BUILDING OFFICIAL SERVICES – REMOVED FROM THE CONSENT
CALENDAR FOR FURTHER DISCUSSION
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Requested Action: That the City Council authorize the City Manager to execute Amendment No. 1 to the consultant services agreement with Scott Fazekas & Associates, Inc. for Building Official Services in the Community Development Department.
L. APPROVE AGREEMENT BETWEEN TH E CITY OF JURUPA VALLEY AND TKE ENGINEERING, INC. FOR CONSTRUCTION MANAGEMENT
SERVICES FOR THE 2023-2024 PAVEMENT REHABILITATION
PROJECT (CIP #23105)
1. Requested Action: That the City Council approve the Agreement between the City of Jurupa Valley and TKE Engineering, Inc. for Construction Management and Inspection Services for a not -to-exceed amount of $164,307.00 for the Citywide Paving Rehabilitation Project (CIP #23105); and
2. Authorize the City Manager to execute any subsequent related minor amendments to the Agreement with TKE Engineering, Inc., up to 10% as contingency to cover the cost of any unforeseen conditions; and
3. Authorize the Finance Director to make appropriate budgetary adjustments as necessary.
M. AWARD CONSTRUCTION AGREEMENT TO HARDY AND HARPER, INC.
FOR THE 2023-2024 PAVEMENT REHABILITATION PROJECT (CIP
#23105)
1. Requested Action: That the City Council a ward a construction contract to Hardy and Harper Inc. in the amount of $ 2,757,000.00 for the Ci tywide Paving Rehabilitation Project.
2. Approve a project contingency in the amount of $275,700 (10% of bid amount) for unforeseen conditions.
3. Allocate funds for the Project in the amount $1,720,936.58 from American Rescue Plan Act (ARPA), as outlined in the Table A in the financial impact section.
4. Authorize the City Manager to execute the agreement in substantially the form and format attached to the staff report as approved by the City Attorney.
5. Authorize the Finance Director to make any appropriate budgetary changes.
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A motion was made by Council Member Chris Barajas , seconded by Mayor Guillermo Silva , to approve the Consent Calendar, with the exception of Item 14.K, which was removed for further discussion.
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
15. CONSIDERATION OF ANY ITEMS REMOVED FROM THE CONSENT
CALENDAR
14.K CONSIDERATION AND APPROVAL OF AMENDMENT NO. 1 TO
CONSULTANT SERVICES AGREEMENT BETWEEN THE CITY OF
JURUPA VALLEY AND SCOTT FAZEKAS & ASSOCIATES, INC. FOR
BUILDING OFFICIAL SERVICES
Council Member Armando Carmona requested that Item 14.K be removed from the Consent Calendar for further discussion.
Joe Perez, Assistant City Manager/Community Development Director provided additional information and responded to Council’s questions.
Mayor Pro Tem Brian Berkson questioned the recent consolidation of the Building Department and reclassification of the Assistant City Manager position , which he believed was intended to include taking over the role of the Building Official position.
Further discussion followed.
A motion was made by Council Member Chris Barajas, seconded by Council Member Armando Carmona , to authorize the City Manager to execute Amendment No. 1 to the consultant services agreement with Scott Fazekas & Associates, Inc. for Building Official Services in the Community Development Department, with the following amendment : The Agreement is amended to provide that the designated Building Official shall report to and be supervised by the Assistant City Manager/Community Development Director.
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
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16. PUBLIC HEARINGS
A. PUBLIC HEARING TO CONSIDER MASTER APPLICATION (MA) NO. 24282: A SECOND ONE -YEAR EXTENSION FOR TENTATIVE PARCEL MAP (TPM37256EOT2) NO. 37256 AND A ONE -YEAR EXTENSION FOR THE SITE DEVELOPMENT PERMIT (SDP16043EOT2), EXTENDING
THE EXPIRATION DATE FROM OCTOBER 29, 2024 TO OCTOBER 29, 2025 AND DETERMINING THAT NO ADDITIONAL CEQA REVIEW IS REQUIRED UNDER CEQA GUIDELINES SECTION 15162; LOCATION:
NORTHEAST CORNER OF MISSION BOULEV ARD AND CRESTMORE
ROAD (APNS: 179 -330-002, 003, 004, 005 & 006); (APPLICANT:
NORTHTOWN HOUSING DEVELOPMENT CORPORATION)
Staff Report presented by Roberto Gonzalez, Principal Planner. Mr. Gonzalez summarized the project and reported that this would be the second extension for the tentative parcel map which would extend the approval to October of 2025. The time extension for the Site Development Permit would extend the expiration date to October 29, 2025.
Further discussion followed.
Mayor Guillermo Silva opened the public hearing.
Anthony Kelly, Jr. spoke in support of the project as it is an important and beneficial project for the Rubidoux community.
There being no further comments, Mayor Guillermo Silva closed the public hearing.
A motion was made by Council Member Chris Barajas, seconded by Mayor Guillermo Silva, to adopt Resolution No. 2024-131, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
V ALLEY, CALIFORNIA, APPROVING A SECOND ONE -YEAR
EXTENSION FOR TENTATIVE PARCEL MAP (TPM37256EOT2) NO.
37256 AND A ONE-YEAR EXTENSION FOR THE SITE DEVELOPMENT PERMIT (SDP16043EOT2), EXTENDING THE EXPIRATION DATE TO OCTOBER 29, 2025; AND DETERMINING THAT NO ADDITIONAL
CEQA REVIEW IS REQUIRED UNDER CEQA GUIDELINES SECTION
15162
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
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B. PUBLIC HEARING TO CONSIDER AN ORDINANCE OF THE CITY OF JURUPA VALLEY APPROVING MASTER APPLICATION 24322
(MA24322) AND CHANGE OF ZONE NO. 22005 (CZ22005) CONSISTING OF APPROXIMATELY 3.06 ACRES IN SIZE LOCATED AT THE
SOUTHEAST CORNER OF LA RUE STREET AND CANAL STREET
(APN 179 -021-001) FROM R -1 (ONE FAMILY DWELLINGS) TO R -3 (GENERAL RESIDENTIAL) AND MAKING A DETERMINATION OF
EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY
ACT (CEQA) PURSUANT TO GOVERNMENT CODE SECTIONS
65852.21(J) AND 66411.7(N) AND CEQA GUIDELINES SECTION
15061(B)(3)
Mayor Guillermo Silva opened the public hearing and continued the public hearing to a future unspecified date.
17. COUNCIL BUSINESS
A. APPOINTMENT OF REPRESENTATIVES AND ALTERNATES TO
REGIONAL BOARDS AND COMMITTEES
Staff Report presented by Vicki Wasko, City Clerk.
1. Requested Action: That the City Council consider appointments to the following Boards and/or Committees for the 2025 calendar year:
a. Northwest Mosquito and Vector Control District (2-year term) b. Public Entity Risk Management Authority (PERMA)
c. Riverside County Transportation Commission (RCTC)
d. Riverside Transit Agency (RTA)
e. Western Riverside Council of Governments (WRCOG)
f. Western Riverside County Regional Conservation Authority (RCA)
g. City Events Committee
h. Legislative Ad Hoc Committee
2. That the City Council approve travel and/or reimbursement of expenses to attend upcoming conferences for the 2025 Calendar Year.
A motion was made by Council Member Chris Barajas, seconded by Council Member Armando Carmona to approve the following appointments and approve travel and/or reimbursement of expenses to attend upcoming conferences for the 2025 Calendar Year:
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Mayor Pro Tem Brian Berkson was re -appointed to the Riverside County Transportation Committee , with Council Member
Armando Carmona serving as Alternate; Mayor Pro Tem Brian Berkson was re -appointed to the Riverside Transit Agency , with Council Member Armando Carmona serving as Alternate; Council Member Chris Barajas was re-appointed to the Western Riverside Council of Governments, with Armando Carmona serving as Alternate; Mayor Guillermo Silva was appointed to the Western Riverside County Regional Conservation Authority, with Veronica Sanchez serving as Alternate. Mayor Guillermo Silva was re - appointed to the Northwest Mosquito and Vector Control District (no alternate required). The newly elected mayor and mayor pro tem were appointed to the City Events Committee and Legislative Ad Hoc Committee.
Ayes: C. Barajas, B. Berkson, A. Carmona, V. Sanchez, G. Silva Noes: None
Absent: None
18. COUNCIL MEMBER REQUESTS FOR FUTURE AGENDA ITEMS
A. REVIEW AND DISCUSSIO N OF MUNICIPAL CODES AND
REGULATIONS RELATED TO ANIMAL KEEPING IN RESIDENTIAL
ZONES (COUNCILMEMBER ARMANDO CARMONA)
Council Member Armando Carmona stated that the purpose of bringng this item before the Council is to assess amending the City’s animal keeping and zoning codes in order to allow the keeping of horses and/or farm animals in certain areas of the city.
19. CITY ATTORNEY’S REPORT
City Attorney Peter Thorson had no report.
20. COUNCIL MEMBER REPORTS AND COMMENTS
Mayor Guillermo Silva wished everyone a Merry Christmas and a Happy New Year.
21. CONVENE TO CLOSED SESSION
A. PUBLIC COMMENTS PERTAINING TO CLOSED SESSION ITEMS
There were no public comments regarding the closed session item.
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B. CONFERENCE WITH LEGAL COUNSEL – POTENTIAL LITIGATION.
The City Council met in closed session with the City Attorney pursuant to Government Code Section 54956.9(d)(2).(3) with respect to one matter of potential litigation. A point has been reached where, in the opinion of the City Attorney, based on exi sting facts and circumstances, there is a significant exposure to litigation involving the City with respect to the proposed project at 7586 Jurupa Road based on four letters concerning the Project: 1) October 7, 2024 from Linda Klein, attorney for Warmin gton Residential to Assistant City Attorney Maricela Marroquin; 2) November 27, 2024 from Sonja Trauss, Executive Director, YIMBY Law to Planning Commission; 3) December 5, 2024 from , Dylan Casey, Executive Director, and James Lloyd, Director of Planning and Investigations, California Housing Defense Fund; and 4) December 11, 2024 from Linda Klein, attorney for Warmington Residential to Planning Commission. The four letters are available for public inspection from the Office of the City Clerk.
22. RECONVENE IN OPEN SESSION
A. ANNOUNCEMENT OF ANY REPORTABLE ACTIONS IN CLOSED
SESSION
Mayor Guillermo Silva announced that there were no reportable actions taken in closed session.
23. ADJOURNMENT
There being no further business before the City Council, Mayor Guillermo Silva adjourned the meeting at 9:50 p.m. to January 16, 2025 at 7:00 pm.
Respectfully submitted,
____________________________
Victoria Wasko, CMC
City Clerk
Page | 1
120
STAFF REP
ORT
DATE: JANUARY 16, 2025
TO: HONO
RABLE MAYOR AND CITY COUNCIL
FRO
M: ROD BUTLER, CITY MANAGER
BY: VICTORIA WASKO, CMC, CITY CLERK
SUBJE
CT: AGENDA ITEM NO. 15.B
AUT
HORIZING THE DESTRUCTION OF CERTAIN OBSOLETE CITY
RECORDS
RECOM
MENDATION
1) T
hat the City Council adopt Resolution No. 2025-01, entitled:
A RE
SOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, AUTHORIZING THE DESTRUCTION OF CERTAIN
OBSOLETE CITY RECORDS
BAC
KGROUND
The C
ity’s records are an important asset of the City; however, over time various records lose their legal, fiscal, or administrative significance . The City Clerk’s office is recommending that the City Council approve the destruction of obsolete records that have reached the end of their retention and have no further legal, fiscal, or administrative value.
The proposed resolution complies with the City’s Records Management Policy, which was adopted by Resolution No. 2018- 06. T he intent of this policy is to apply efficient and economical management methods to the creation, utilization, maintenance, retention, preservation, and disposal of City records.
ANALY
SIS
Foll
owing the adoption of a City resolution and approval by the City Attorney, City staff may destroy inactive records when they have satisfied all legal retention requirements.
Destruction is carried out in accordance with the City’s Record Retention Schedules and pursuant to Government Code Section 34090.
RETURN TO AGENDA
Page | 1
STAFF REPORT
DATE: JANUARY 16, 2025
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/ CITY ENGINEER SUBJECT: AGENDA ITEM NO. 15.C
APPROVAL OF AGREEMENT BETWEEN CFT NV DEVELOPMENTS,
LLC AND THE CITY OF JURUPA VALLEY FOR MAINTENANCE OF
CITY PARKWAYS FOR THE CFT COMMERCIAL CENTER MA 20084
PROJECT LOCATED AT THE NORTHWEST CORNER OF MISSION
BOULEVARD AND VALLEY WAY INTERSECTION
RECOMMENDATION
1. That
City Council approve the agreement s between CFT NV Developments, LLC, and the City of Jurupa Valley for maintenance of parkway along Mission Boulevard and Valley Way; and
2. Authorize the City Manager to execute the Landscape Maintenance Agreement in substantially the form and format attached and as approved by the City Attorney; and
3. Authorize the City Manager to execute the Special Escrow Account agreement in substantially the form and format attached and as approved by the City Attorney.
BACKGROUND
CFT NV Developments LLC., the owner of the CFT property located along Mission Boulevard and Valley Way, is poised to advance significant development in the area. The entitlement for this project was officially approved on October 19, 2021, marking a crucial step forward in the development process. This project involves the creation of a Panda Express and a Jack in the Box, approved under M aster Application MA20084, with the Site Development Permit (SDP20042) granted by the city. As a condition of this approval, the owner is committed to improving the City parkway area fronting their property along both Mission Boulevard and Valley Way, further enhancing the streetscape and contributing to the overall community environment.
RETURN TO AGENDA
Page | 2
ANALYSIS
Initially, the project was intended to be incorporated into a Landscape and Lighting Maintenance District (L&LMD) ; however, the property owner installed the landscaping before the approval of the necessary plans. Since the landscape plans for this project were not approved, a separate water system was not installed for L&LMD purposes. It is cost prohibitive to change the landscape plans and install a separate irrigation system and would require major street pavement cuts along Mission Boulevard and Valley Way.
Staff has negotiated a Landscape Maintenance Agreement (LMA) with the property owner to replace the L&LMD furthermore, relinquishing the maintenance responsibilities to the property owner. Under this agreement, the property owner will continue to maintain the parkway landscaping. In the event that the property owner fails to maintain the parkway landscaping, the city will have the authority to maintain the parkway landscape at the property owner’s expense. The property owner will establish an escrow account , which allows the City to draw funds for parkway maintenance as set forth in the agreements.
FINANCIAL IMPACT
Approval of this agreement will have no impact to the City General Fund.
ALTERNATIVES
1. Do not approve Agreements as recommended.
2. Provide alternate direction to staff.
**********************SIGNATURES ON FOLLOWING PAGE**********************
Page | 1
STAFF REPORT
DAT
E: JANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 15.D
AD
OPTION OF RESOLUTIONS REGARDING THE ANNEXATION OF
TERRITORY TO THE CITY OF JURUPA VALLEY LANDSCAPE AND
LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED
(THE “DISTRICT”) AS ZONE JJ (VAN BUREN MARKETPLACE) AND
THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN SUCH
TERRITORY; LOCATED AT THE SOUTHWEST CORNER OF VAN
BUREN BOULEVARD AND RUTILE STREET
RECOMMENDATION
1) That the City Council adopt Resolution No. 2025-02, entitled:
A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY INITIATING PROCEEDINGS FOR THE ANNEXATION OF
TERRITORY TO CITY OF JURUPA VALLEY LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED AS ZONE JJ (VAN
BUREN MARKETPLACE) AND THE LEVY AND COLLECTION OF
ASSESSMENTS WITHIN SUCH TERRITORY FOR FISCAL YEAR 2025- 2026 PURSUANT TO THE PROVISIONS OF PART 2 OF DIVISION 15 OF
THE CALIFORNIA STREETS AND HIGHWAYS CODE AND ARTICLE XIII
D OF THE CALIFORNIA CONSTITUTION
2) That the City Council adopt Resolution No. 2025-03, entitled:
A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY APPROVING THE REPORT OF THE ENGINEER REGARDING
THE PROPOSED ANNEXATION OF TERRITORY TO CITY OF JURUPA
VALLEY LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 89-1-CONSOLIDATED AS ZONE JJ (VAN BUREN MARKETPLACE) AND
THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN THE CITY OF JURUPA VALLEY LIGHTING DISTRICT NO. 89 -1-CONSOLIDATED FOR FISCAL YEAR 2025-2026
RETURN TO AGENDA
Page | 2
3) That the City Council adopt Resolution No. 2025-04, entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, DECLARING ITS INTENTION TO ANNEX
TERRITORY TO CITY OF JURUPA VALLEY LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED AS ZONE JJ (VAN
BUREN MARKETPLACE) AND TO LEVY AND COLLECT ASSESSMENTS
WITHIN SUCH TERRITORY FOR FISCAL YEAR 2025-2026 PURSUANT TO THE PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE AND ARTICLE XIII D OF THE
CALIFORNIA CONSTITUTION AND APPOINTING A TIME AND PLACE
FOR HEARING PROTESTS
BACKGROUND
The Zone is composed of the V an Buren Market Place retail shopping center. Heady Design is acting as developer for the owner, Control Management, Inc. who is developing the retail shopping center property generally located on the southeast corner of the Van Buren Boulevard and Rutile Street intersection. The owner was granted a Site Development Permit, SDP 20010, application MA 19041. As part of the approvals, the owner is required to enter into an agreement for the maintenance of the landscape, trail fencing and streetlights within the public right-of-way fronting the development which will be annexed into the City’s L&LMD 89-1- C in Volume 1 of the annual Engineer’s Report as Zone JJ (Van Buren Maret Place) (the “Zone JJ” or “Zone”) to establish an assessment for the operation and maintenance of landscape, trail fencing and streetlighting improvements. The territory proposed to be annexed includes four (4) parcels identified as APNs: 167-330-006, 167-330-010, 167-330-015 and 167-110-039. The Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of the California Streets and Highways Code (the “Act”) and Article XIII D of the California Constitution (“Proposition 218”), requires the City Council conduct proceedings to annex territory into an assessment district formed under the Act and to levy assessments within such territory.
Upon incorporation on July 1, 2011, the City of Jurupa Valley assumed the responsibility for certain City of Jurupa Valley L&LMD 89-1-C zones now within the City’s jurisdictional boundaries. As such, the City is now responsible for the services and charges provided by the City of Jurupa Valley L&LMD 89-1- C zones within its boundaries. City of Jurupa Valley L&LMD No. 89-1-C currently includes a total of 77 locations within 68 zones; and currently maintains and services 59 locations throughout the City of Jurupa Valley. The District contains 47 landscaping/streetlight assessment zones and 21 street lighting assessment zones. The annual levy of assessments on the parcels within the boundaries of L&LMD No. 8 9-1-C is consistent with the Landscaping and Lighting Act of 1972. On February 4, 2016 the City Council adopted Resolution 2016- 01 clarifying that the City of Jurupa Valley L&LMD 89-1- C is distinct from the County of Riverside Landscaping and Lighting Maintenance District No. 89-1- Consolidated and assumes all responsibility for such district, including annexation of territory to the district.
Page | 3
The scope of Zone JJ includes:
• The installation and planting of landscaping, including trees, shrubs, grass and other ornamental vegetation within the public right -of-way parkway landscaped area identified on the approved L&LMD Landscape Plans for this Zone;
• 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 installation or construction of curbs, gutters, walls, sidewalks or paving, water irrigation, drainage or electrical facilities;
• The design, furnishing, construction, and installation of landscaping and irrigation improvements to meet the City’s current standards for L&LMD; and,
• The maintenance and/or servicing of any of the foregoing.
• The operating energy cost and maintenance of streetlights, as identified in the approved streetlight improvement plans for Zone JJ.
ANALYSIS
Adoption of Resolution Nos. 202 5-02, 202 5-03, and 2025- 04 would allow the City of Jurupa Valley to collect funds for the operation and maintenance of Zone JJ facilities of this Landscape and Lighting Maintenance District.
The proposed annexation will have an initial Maximum Assessment for Zone JJ in the amount of $55,780.30, to be divided by the number of Equivalent Benefit Units of each parcel within the zone boundary. The Maximum Assessment for each parcel in Zone JJ as of FY 2025-26 is as follows:
Assessor
Parcel
Number Acres EBUs
Maximum
Assessment
167-330-006 0.55 1.450 $1,889.31
167-330-010 0.41 1.080 $1,407.21
167-330-015 0.24 0.630 $820.87
167-110-039 15.02 39.65 $51,662.91
TOTAL 16.22 42.81 $55,780.30
Page | 4
These rates may be adjusted annually by the greater of four percent (4%) or the cumulative percentage increase in the Consumer Price Index over the base year of 2025.
The owners have filed a petition representing their willingness to move forward.
Consistent with the City Council’s direction regarding compliance with Article XIII D of the California Constitution and the Landscaping and Lighting Act of 1972, the attached Resolutions have been prepared and a public hearing scheduled for 7:00 p.m. on March 6, 2025 to receive testimony for and against the proposed assessments.
OTHER INFORMATION
None
FINANCIAL IMPACT
The property owners are responsible for the annual payments of the special assessment.
The City will file the special assessment with the County Auditor -Controller for inclusion on the annual property tax roll. The property owner has posted a deposit with their application to form Zone JJ, in order to cover City costs incurred in connection with the annexation. Approval of this resolution does not in any way commit the City to any financial contribution or liability by Zone JJ. The City’s cost to administer Zone JJ annually will be reimbursed through the special assessment charged to property owners.
The revenue from this special assessment will be deposited into City of Jurupa Valley L&LMD 89-1-C and will be used to pay for the services as listed above. Both the revenue and expenses will be part of the City’s FY 2025- 2026 Adopted Budget, and there is no anticipated impact to the general fund.
ALTERNATIVES
1. T ake no action.
2. Provide staff with further direction.
************************** SIGNATURES ON FOLLOWING PAGE **************************
-1-
RESOLUTION NO. 2025-02
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY INITIATING PROCEEDINGS FOR THE ANNEXATION OF
TERRITORY TO CITY OF JURUPA VALLEY LANDSCAPE AND
LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED AS
ZONE JJ (VAN BUREN MARKETPLACE ) AND THE LEVY AND
COLLECTION OF ASSESSMENTS WITHIN SUCH TERRITORY FOR
FISCAL YEAR 2025-2026 PURSUANT TO THE PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA STREETS AND HIGHWAYS
CODE AND ARTICLE XIII D OF THE CALIFORNIA CONSTITUTION
THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY HEREBY FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. The City Council of the City of Jurupa Valley proposes to annex territory, described below in Section 2 of this Resolution, to an existing landscaping and lighting district located within the City of Jurupa Valley, which was established pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (hereinafter referred to as the "Act") and wh ich is designated as City of Jurupa Valley Landscape and Lighting Maintenance District No. 89-1-Consolidated (hereinafter referred to as the "District") and to levy and collect assessments pursuant to the Act and Article XIII D of the California Constitution against lots and parcels within such territory to pay for the costs and expenses of the improvements described below in Section 3 of this Resolution for the fiscal year commencing July 1, 2025 and ending June 30, 2026.
Section 2 . The territory propose d to be annexed to the District includes 4 parcels identified as Assessor Parcel Numbers (APNs) : 167-330-006, 167-330-010, 167-330-015, and 167-110-039. These parcels are located at the southeast corner of Van Buren Boulevard and Rutile Street. Such territory is shown on a map on file in the office of the City Clerk and open to public inspection.
Section 3. The improvements within Zone JJ include but are not limited to: the operation, maintenance and servicing of streetlight improvements, trails, fencing, ornamental structures, landscaping, including trees, shrubs, grass and other ornamental vegetation, and a ppurtenant facilities which are appurtenant to any of the aforementioned, including irrigation systems, drainage devices and drywells located in public places within the boundaries of the District.
Maintenance refers to the furnishing of services and mate rials for the ordinary and usual maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities, including repair, removal or replacement of all or part of any of the ornamental structures, landscaping, streetlight or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting and painting of walls and other improvements to remove or cover graffiti; Servicing refers to the furnishing of electricity for the landscape and streetlight improvements, irrigation and operation of the ornamenta l structures, landscaping, and -2-
appurtenant facilities, and water for the irrigation and control of the landscaping and the maintenance of any of the ornamental structures, landscaping and appurtenant facilities.
Section 4 . After the proposed territory is annexed to the District, the District shall continue to be designated as City of Jurupa Valley Landscape and Lighting Maintenance District No. 89-1-Consolidated.
Section 5 . Lots or parcels of land within the territory proposed to be annexed to the District that are owned or used by any county, city, city and county, special district or any other local governmental entity, the State of California, or the United States shall be assessed unless the City demonstrates by clear and convincing evidence that such lots or parcels receive no special benefit from the proposed improvements.
Section 6. The City Council hereby orders the City Engineer, or his designee, to prepare and file with the City Clerk a report in writing in connection with the annexation of territory described herein to the District and the levy and collection of assessments against lots and parcels of land within such territory. This report shall be prepared in accordance with the Act and Section 4 of Article XIII D of the California Constitution.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 16th day of January, 2025.
Brian Berkson
Mayor
ATTEST:
Victoria Wasko, CMC
City Clerk
-3-
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. 2025-02 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 16th day of January, 2025 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 16th day of January, 2025.
Victoria Wasko, City Clerk
City of Jurupa Valley
-1-
RESOLUTION NO. 2025-03
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, APPROVING THE REPORT OF THE
ENGINEER REGARDING THE PROPOSED ANNEXATION OF
TERRITORY TO CITY OF JURUPA VALLEY LANDSCAPING AND
LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED AS
ZONE JJ (VAN BUREN MARKETPLACE ) AND THE LEVY AND
COLLECTION OF ASSESSMENTS W ITHIN THE CITY OF JURUPA
VALLEY LIGHTING DISTRICT NO. 89 -1-CONSOLIDATED FOR
FISCAL YEAR 2025-2026
THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY HEREBY FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. The City Council of the City of Jurupa Valley, pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (hereinafter referred to as the "Act"), did by previous resolution order the City Enginee r, or the City Engineer’s designee, to prepare and file a written report in accordance with the Act and Article XIII D of the California Constitution in connection with the proposed annexation of territory to City of Jurupa Valley Landscape and Lighting Ma intenance District No. 89 -1-Consolidated as Zone JJ (Van Buren Marketplace ) (the “ Zone JJ ”) and the levy and collection of assessments against lots and parcels of land within City of Jurupa Valley Landscape and Lighting Maintenance District No. 89-1-Consolidated for the fiscal year commencing July 1, 202 5 and ending June 30, 2026.
Section 2. The Engineer has prepared and filed with the City Clerk of the City of Jurupa Valley and the City Clerk has presented to the City Council such report entitled "City o f Jurupa Valley Landscape & Lighting Maintenance District No. 89-1-Consolidated Engineer’s Report for Annexation of Zone JJ (Van Buren Marketplace)" (the "Report").
Section 3. The City Council has carefully examined and reviewed the Report, and the Report is hereby approved as filed.
-2-
PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 16th day of January, 2025.
Brian Berkson
Mayor
ATTEST:
Victoria Wasko, CMC
City Clerk
-3-
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. 2025-03 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 16th day of January, 2025 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 16th day of January, 2025.
Victoria Wasko, City Clerk
City of Jurupa Valley
-1-
RESOLUTION NO. 2025-04
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, DECLARING ITS INTENTION TO ANNEX
TERRITORY TO CITY OF JURUPA VALLEY LANDSCAPE AND
LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED AS
ZONE JJ (VAN BUREN MARKETPLACE ) AND TO LEVY AND
COLLECT ASSESSMENTS WITHIN SUCH TERRITORY FOR FISCAL
YEAR 202 5-2026 PURSUANT TO THE PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE
AND ARTICLE XIII D OF THE CALIFORNIA CONSTITUTION AND
APPOINTING A TIME AND PLACE FOR HEARING PROTESTS
THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY HEREBY FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. Pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (hereinafter referred to as the "Act") and as provided by Article XIII D of the California Constitution, the City Co uncil of the City of Jurupa Valley, by previous Resolution, has initiated proceedings for the annexation of territory described below in Section 4 of this Resolution to City of Jurupa Valley Landscape and Lighting Maintenance District No. 89 -1-Consolidated (hereinafter referred to as the "District") as Zone JJ (Van Buren Marketplace)(the “Zone JJ”), and the levy and collection of assessments against the lots and parcels of land within such territory for fiscal year 202 5-2026 to pay for the costs and expenses of the improvements described below in Section 6 of this Resolution.
Section 2. The Engineer selected by the City Council has prepared and filed with the City Clerk of the City of Jurupa Valley and the City Clerk has presented to the City Council a report in connection with the proposed annexation of territory to the District and the levy and collection of assessments against the lots and parcels of land within such territory for fiscal year 202 5-2026, and the City Council did by previous Resolution approve such report.
Section 3 . The City Council hereby declares its intention to o rder the annexation of territory described below in Section 4 of this Resolution to the District and to levy and collect assessments against the lots and parcels of land within such territory for fiscal year 202 5-2026 to pay for the costs of the improvements described below in Section 6 of this Resolution. The Council hereby determines that the public interest requires this annexation to the District and levy and collection of assessments.
Section 4. The territory proposed to be annexed to the District includes 4 parcels identified as Assessor Parcel Numbers (APNs): 167-330-006, 167-330-010, 167-330-015, and 167-110-039.
These parcels are located at the southeast corner of Van Buren Boulevard and Rutile Street. Such territory is shown on a map on file in the office of the City Clerk and open to public inspection.
Section 5. After the proposed territory is annexed to the District, the District shall continue to be designated as City of Jurupa Valley Landscape and Lighting Maintenance District No. 89-1- -2-
Consolidated.
Section 6. The improvements within Zone JJ include but are not limited to: the operation, maintenance and servicing of streetlight improvements, trails, fencing, ornamental structures, landscaping, including trees, shrubs, grass and o ther ornamental vegetation, and appurtenant facilities which are appurtenant to any of the aforementioned, including irrigation systems, drainage devices and drywells located in public places within the boundaries of the District.
Maintenance refers to th e furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities, including repair, removal or replacement of all or part of any of the ornamental structures, landscaping, streetlight or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting and painting of walls and other improvements to remove or cover graffiti; Servicing refers to the furnishing of electricity for the landscape and streetlight improvements, irrigation and operation of the ornamental structures, landscaping, and appurtenant facilities, and water for the irrigation and control of the landscaping and the maintenance of any of the ornamental structures, landscaping and appurtenant facilities.
Section 7. Lots or parcels of land within the District that are owned or used by any county, city, city and county, special district or any other local governmental entity, the State of California, or the United States shall be assessed unless the City demonstrate s by clear and convincing evidence that such lots or parcels receive no special benefit from the proposed improvements.
Section 8. Reference is hereby made to the report of the Engineer entitled “City of Jurupa Valley Landscape and Lighting Maintenance D istrict No. 89-1-Consolidated Engineer’s Report for Annexation of Zone JJ (Van Buren Marketplace )” on file with the City Clerk for a full and detailed description of the improvements, the boundaries of the territory proposed to be annexed to the District, the boundaries of the existing District and the zones therein, and the proposed assessments upon assessable lots and parcels of land within the territory proposed to be annexed to the District.
Section 9. Notice is hereby given that Thursday, March 6, 2025 at 7:00 p.m. in the Jurupa Valley City Chamber, 8930 Limonite Avenue, Jurupa Valley , is the tim e and place fixed for a public hearing by the City Council on the question of the annexation of the territory to the district described above of Section 4 of this resolution to the District and the levy and collection of the assessment for fiscal year 2025-2026 against the lots and parcels of land within such territory. All interested persons shall be afforded the opportunity to hear and be heard.
Section 10. The City Clerk is hereby authorized and directed to give notice of such hearing as provided by law by causing a notice of the public hearing and an assessment ballot to be mailed by first class mail to the record owners of the parcels in the territory proposed to be annexed to the District no less than 45 days before the date of the public hearing.
Section 11 . The City Council hereby designates Victoria Wasko, City Clerk, 8930 Limonite Avenue, Jurupa Valley, California, (951) 332 -6464 to answer inquiries regarding the hearing, protest proceedings, and procedural or technical matters. -3-
PASSED, APPROVED AND ADOPTED by the City Council of the City of Jurupa Valley on this 16th day of January, 2025.
Brian Berkson
Mayor
ATTEST:
Victoria Wasko, CMC
City Clerk
-4-
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. 2025-04 was duly passed and adopted at a meeting of the City Council of the City of Jurupa Valley on the 16th day of January, 2025 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 16th day of January, 2025.
Victoria Wasko, City Clerk
City of Jurupa Valley
CITY OF JURUPA VALLEY
LANDSCAPE AND LIGHTING
MAINTENANCE DISTRICT
NO. 89-1-CONSOLIDATED
ENGINEER’S REPORT FOR ANNEXATION OF
ZONE JJ (VAN BUREN MARKETPLACE)
January 2025
PREPARED BY
41593 Winchester Rd, Suite 200
Temecula, CA 92590
www.weareharris.com
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
TABLE OF CONTENTS
Engineer’s Certification ................................................................................................. i Executive Summary ....................................................................................................... 1 A. Introduction ............................................................................................................. 1 B. Assessment District ................................................................................................. 3 Part I – Plans and Specifications ................................................................................... 4 A. Description of the Assessment District .................................................................. 4 B. Description of Improvements and Services Authorized by the Landscaping and Lighting Act of 1972 ........................................................................................ 4 C. Improvements and Services for Zone JJ ................................................................. 5
Part II – Method of Apportionment .............................................................................. 7 A. Method of Apportionment .................................................................................... 7 B. Annual Assessment .............................................................................................. 29 C. Maximum Assessment Methodology .................................................................. 30
Part III – Cost Estimate ................................................................................................ 32 Part IV – Assessment Diagrams/Boundary Map ......................................................... 35 Part V – Assessment Rolls ........................................................................................... 37
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
i
ENGINEER’S CERTIFICATION
AGENCY: THE CITY OF JURUPA VALLEY
PROJECT: ANNEXATION OF CITY OF JURUPA VALLEY
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 89-1-CONSOLIDATED
ZONE JJ
TO: THE CITY COUNCIL OF THE
CITY OF JURUPA VALLEY
STATE OF CALIFORNIA
ENGINEER’S REPORT
LANDSCAPING AND LIGHTING ACT OF 1972, DIVISION 15 OF THE
STREETS AND HIGHWAYS CODE OF THE STATE OF CALIFORNIA
Pursuant to the provisions of Sections 22565 through 22574 of the Landscaping and Lighting Act of 1972, said act being Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”), in compliance with the substantive and procedural require ments of Articles XIII C and XIII D (Proposition 218) of the California Constitution, recent court precedent and under the direction of the City Council of the City of Jurupa Valley, California (“City Council”), submitted herewith is the annexation Engineer’s Report (“Report”) for the City of Jurupa Valley (“City”).
This Report provides for the annexation of Zone JJ (“Zone”) into the City of Jurupa Valley Landscape and Lighting Maintenance District No 89 -1-Consolidated (“JV L&LMD No. 89 -1-C” or “District”) as required under the terms of CUP 19003 and SDP 20010 issued for the development of the following Assessor Parcel Numbers (APN):
167-330-006
167-330-010
167-330-015
167-110-039
This Report also establishes the Maximum Assessment to be levied commencing with Fiscal Year 2024-2025 (i.e., commencing July 1, 2024 and ending June 30, 2025) and continuing in all subsequent Fiscal Years, for the area to be known and designated as:
Zone JJ
I do hereby assess and apportion the total amount of the costs and expenses upon parcels of land within the designated area liable therefor e and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from said services.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
ii
I, the appointed Engineer, acting on behalf of the City of Jurupa Valley, pursuant to the 1972 Act, do hereby submit the following:
• The costs and expenses of the Zone which have been assessed upon the parcels of land in the Zone benefited thereby in direct proportion and relation to the estimated benefits to be received by each of said parcels pursuant to the provisions of law. • An Assessment Diagram/Boundary Map is filed herewith as required by law, showing the Zone as well as the boundaries and dimensions of the respective parcels or lots and subdivisions of land within said Zone, as the same exist as of the date of this Report. Reference is made to the Assessor Parcel Map for a description of the lots or parcels. • An Assessment Roll showing the annual assessment for each parcel corresponding to the numbers assigned to each parcel by the Riverside County Assessor and are current as of the date of this Report.
In conclusion, it is my opinion that the assessments for Zone JJ have been spread in accordance with the benefits that each parcel receives from the items being financed.
DATED this 2nd day of January 2025
___________________________________________
Alison M. Bouley, P.E., Assessment Engineer
R.C.E. No. C61383
Engineer of Work
County of Riverside
State of California
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
1 EXECUTIVE SUMMARY
A. Introduction
Pursuant to the provisions of Sections 22565 through 22574 of the Landscaping and Lighting Act of 1972, said act being Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”) , in compliance with the substantive and procedural requirements of Articles XIII C and XIII D (Proposition 218) of the California Constitution and recent court precedent , the costs and expenses of Zone JJ (“Zone JJ” or “ Zone”) have been assessed upon the parcels of land in the Zone benefited thereby in direct proportion and relation to the estimated benefits to be received by each of said parcels. For particulars as to the identification of said parcels, reference is made to the Assessment Diagram/Boundary Map, a reduced copy of which is included in Part IV of this Report. On the 16th day of January, 2025 the City Council, City of Jurupa Valley , State of California, ordering the preparation of the Engineer’s Report (“Report”) providing for the annexation of Zone JJ did, pursuant to the provisions of the 1972 Act, adopt Resolution No. 2025-______ for a special assessment Zone known and designated as:
Zone JJ
The annexation of Zone JJ includes the parcels identified by the Assessor Parcel Number s (APNs) valid as of the date of this Report:
167-330-006
167-330-010
167-330-015
167-110-039
Annexation into a landscape maintenance district for the maintenance of improvements in perpetuity is a prerequisite for development of these parcels or any future subdivision of land under the terms of CUP 19003 and SDP 20010
As required by law, an Assessment Diagram/Boundary Map is filed herewith, showing the Zone, as well as the respective parcels and subdivisions of land within said Zone as they exist on the date of this Report. Each of which subdivisions of land into parcels or lots, respectively, has been assigned a distinctive number and is so indicated on the Assessment Diagram/Boundary Map and in the Assessment Roll contained herein. Harris submits this Report, consisting of five parts, for the annexation of Zone JJ and the establishment of the Maximum Assessment to be levied and collected commencing Fiscal Year 2024-2025 and continuing in subsequent fiscal years.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
2 Part I
Plans and Specifications: A description of Zone JJ boundaries and the proposed improvements within said Zone. The Zone shall consist of four parcels which comprise the commercial development known as Zone JJ. The proposed improvements described in this Report are based on the requirements of CUP 19003/SDP20010 (“Van Buren Marketplace”) and the current development and improvement plans provided to Harris & Associates (Harris) by the City of Jurupa Valley as of the date of this Report. (1) Unsigned Street Light Plan for Van Buren Marketplace by TJW Engineering, INC., submittal dated 04/21/2022 , approved by City Development Services Manager Tina York 04/14/2022, (2) Signed Off-Site Landscape & Irrigation Set by Thomas H. Koch, Landscape Architect, dated 09/18/2024 signed by City Public Works department Manuel Gonzalez dated 10/10/24 and (3) Precise Grading Plan for Van Buren Marketplace Project No. GP -22-012 by Woodard Group, submittal dated 03/07/2023 signed by City Engineer Paul Toor 03/23/2023 (“Plans”) are on file in the office of the City Engineer and are incorporated into this Report by reference.
Part II
Method of Apportionment: A narrative of the property benefits from the improvements and the method of calculating each property’s proportional special benefit and annual assessment. The proposed initial Maximum Assessment established for Zone JJ is based on current property development Plans and estimated annual costs and expenses associated with all improvements to be accepted and maintained by Zone JJ at build-out.
Part III
Cost Estimate: An estimate of the cost of the landscape and streetlight improvements maintenance and services, including incidental costs and expenses in connection therewith, for Fiscal Year 2024- 2025.
Part IV
Assessment Diagram/Boundary Map: An Assessment Diagram/Boundary Map showing the parcels of land included within the boundaries of Zone JJ. For details concerning the lines and dimensions of the applicable Assessor’s Parcel Numbers, refer to the County Assessor’s Maps as of the date of this Report.
Part V
Assessment Roll: A listing of the Assessor’s Parcel Numbers, or the lot/unit numbers assigned for subdivided parcels, and the initial Maximum Assessment per parcel or lot/unit to be applied on the tax roll for Fiscal Year 2024-2025.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
3 B. Assessment District
The improvements and services to be provided by Zone JJ generally include landscape , trail maintenance and fencing and streetlight maintenance. The formation of Zone JJ will provide the financial mechanism (annual assessments) by which the ongoing operation and maintenance of these improvements and services will be funded in perpetuity . Zone JJ ’s structure, proposed improvements, method of apportionment and assessments described in this Report are based on the Plans provided to Harris as of the date of this Report, including all estimated direct expenditures, incidental expenses, and reserves associated with the maintenance and servicing of the proposed improvements.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
4 PART I – PLANS AND SPECIFICATIONS
A. Description of the Assessment District
Zone JJ is located within the City of Jurupa Valley, County of Riverside, State of California generally located at the southeast corner of Van Buren Boulevard and Rutile Street. At full development, Zone JJ is projected to include four assessable commercial parcels and zero non-assessable parcels. Zone JJ consists of all lots/units, parcels and subdivisions of land located in the commercial development area currently defined by the following Assessor Parcel Numbers as of the date of this Report:
167-330-006
167-330-010
167-330-015
167-110-039
A general boundary map for the Zone is presented in Part IV of this Report.
B. Description of Improvements and Services Authorized by the Landscaping and Lighting Act of 1972
As applicable to the Zone, the 1972 Act (specifically, Section 22525 of the California Streets and Highways Code) defines improvements to mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental structures and facilities.
• The installation or construction of public lighting facilities, including, but not limited to, traffic signals.
• 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 install ation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities. • The installation of park or recreational improvements, including, but not limited to, all of the following:
o Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks, and drainage.
• Lights, playground equipment, play courts, and public restrooms. • The maintenance or servicing, or both, of any of the foregoing, and any of the improvements authorized in Streets and Highways Code Section 22525 (i). • The acquisition of land for park, recreational, or open-space purposes.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
5 • The acquisition of any existing improvement otherwise authorized pursuant to this section. • The acquisition or construction of any community center, municipal auditorium or hall, or similar public facility for the indoor presentation of performances, shows, stage productions, fairs, conventions, exhibitions, pageants, meetings, parties, or other group events, activities, or functions, whether those events, activities, or functions are public or private.
Section 22526 of the California Streets and Highways Code states that “incidental expenses” associated with the improvements include, but are not limited to the following:
• The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment.
• The costs of printing, advertising, and the giving of published, posted, and mailed notices. • Compensation payable to the County for collection of assessments. • Compensation of any engineer or attorney employed to render services in proceedings pursuant to this part.
• Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements.
• Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5 of the California Streets and Highways Code.
• Costs associated with any elections held for the approval of a new or increased assessment.
Section 22531 of the 1972 Act defines “maintain” or “maintenance” to mean the following:
• Furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including:
• Repair, removal, or replacement of all or any part of any improvement. • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating [vegetation] for disease or injury. • The removal of trimmings, rubbish, debris, and other solid waste. • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
C. Improvements and Services for Zone JJ
Zone JJ provides for the collection of annual assessments to fund the ongoing maintenance and servicing of landscaping, trail maintenance and fencing and streetlight improvements on Van Buren Boulevard and Rutile Street within the public right-of-way of the following parcels:
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
6 167-330-006
167-330-010
167-330-015
167-110-039
The assessments will also fund any appurtenant facilities and related incidental expenses including, but not limited to, the cost of personnel, electrical energy, materials, equipment, contracting services, and other items necessary for the satisfactory operation of these services which are the responsibility of Zone JJ.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
7 PART II – METHOD OF APPORTIONMENT
A. Method of Apportionment
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, which include dedicated easements for landscape use, and appurtenant facilities. Section 22573 of the 1972 Act gives the following instructions for apportioning assessments to the parcels within the district:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
The formula used for calculating assessments for parcels within Zone JJ , which reflects the composition of the parcels and the improvements and services which are the responsibility of Zone JJ, fairly apportions the costs based on the estimated benefit to each parcel. In addition, Article XIII D of the California Constitution (“Article XIIID”) requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. The Article XIIID provides that only special benefits are assessable, and the C ity must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within th e Zone. The general enhancement of property value does not constitute a special benefit.
This section of the Engineer’s Report includes an explanation of the special and general benefits to be derived from the public i mprovements maintained by the Zone and the methodology used to apportion the total assessment to properties within the Zone. The method used for apportioning the assessment is based upon the proportional special benefits conferred to the properties over and above the general benefits conferred to real property in the Zone or to the public at large. Special benefit and the Assessments are calculated for each parcel in the Zone using the following process:
1. Description and quantification of the general benefits
2. Determination of the relative special benefits by improvement type
3. Determination of the Benefit Factors by Land Use Type
4. Description and calculation of Equivalent Dwelling Unit (EDU) Methodology
5. Description and calculation of Equivalent Benefit Unit (EBU) Methodology Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
8 6. Calculation of assessment rates and calculation of assessments The proposed improvements, the associated costs, and assessments have been carefully reviewed, identified, and allocated based on special benefit.
Landscaping, trail maintenance and fencing, and streetlight maintenance are the responsibility of Zone JJ.
Separation of General Benefit and Special Benefit
Based on Article XIIID, Section 4 of the of the California Constitution, all benefit is either general or special.
In other words:
Total Benefit = Special Benefit + General Benefit
General Benefit = Benefits to Population of the Zone + Benefits to the Public At Large Special Benefit = Benefit to Parcels Inside the Zone + Benefit to Parcels Outside the Zone The identified improvements and services provide benefits to the parcels located within the Zone.
Some of these benefits are “special benefits,” benefits that are above and beyond those “general benefits” provided to the public at large. Under Article XIIID, Section 4 of the California Constitution, only “special benefits” provided to the parcels within the Zone are assessable. Special Benefits provided to parcels outside the Zone are not assessable. General benefit to the population of the Zone and the public at large are not assessable. As such, isolation and quantification of the “special benefits” provide to parcels within the Zone associated with the improvements and services are paramount. In order to isolate the “Special Benefits,” it is necessary to quantify the amount of “General Benefits” associated with the improvements and services. Additionally, we will also identify the Special Benefit to parcels outside the Zone that must be excluded from the assessment of Zone parcels.
Special benefits impact the assessed properties in a way that is particular and distinct from their effect on other parcels not within the Zone and that real property in general and the public at large do not share. The improvements were installed as a condition of development for the Van Buren Market Place and would not have been installed otherwise. Since these improvements were installed and are maintained especially for the benefit of properties within the Zone, all assessable properties in the Zone receive a special benefit and are assessed for the special benefits conferred by the improvements.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
9 General Benefit – Landscaping
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by Zone assessments and the proximity and relationship to properties to be assessed, it is evident these improvements were primarily installed in connection with the development of the property and are required for development of the property. It is also evident that the maintenance of these improvements and the level of maintenance provided has a direct and particular impact (special benefit) on those proper ties in proximity to those improvements. Furthermore, this level of maintenance is beyond that which is required to ensure the safety and protection of the general public and property in general, and such maintenance has no quantifiable benefit to the public at large or properties outside of the Zone.
In the absence of a special funding district, the City would typically provide only limited tree management, minimal weed abatement, as -needed rodent control and erosion control services for the various landscape easement areas. This baseline level of service would typically provide for periodic servicing of the improvement areas (generally twice annually) or on an as needed basis. This baseline level of service provides for general public safety and essential property protection to avoid negative impacts o n adjacent roadways and vehicles traveling on those roadways and potential property damage resulting from right of way deterioration but results in a far less visually pleasing environment than is created with the enhanced levels of services associated with the regular landscape maintenance that will be provided in the Zone.
Based on service provider cost estimates provided by the City, the cost to provide the baseline level of service for right of way landscaped areas , before development, is currently estimated to be approximately $0.00702 per square foot in right-of-way landscaped areas.
This baseline servicing, unlike the enhanced aesthetic services funded through the Zone assessments, would provide benefits to the general public. The cost of providing these baseline services along with an eight and a half percent (8.5%) cost factor for City overhead and administration is treated as the cost of general benefits from landscape maintenance services. Therefore, for the landscaped area a total rate of $0. 00762 per square foot ($0.00702 + 8.5%) is applied to calculate the general benefit costs for the assessed landscape improvements.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
10 A summary of the General Benefit Offset calculation for landscaping is shown in Table 1 below:
Table 1
General Benefit Offset – Landscaping
Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Zone, but instead is contributed by the city from the city’s General Fund or other financial sources and not funded by assessments.
The benefits provided by the installed landscaping improvements which provide general benefits are as follows:
• Environmental quality through improved erosion resistance, dust and debris control. • Quality of life through well -maintained landscaped areas which create a welcoming environment for employees and customers.
General Benefit - Street Lighting
The project includes installation, operation and maintenance of eight (8) new street light s on Van Buren Boulevard and four (4) new street lights on Rutile Street for a total of 12 streetlights. Arterial roadway lights clearly provide a measure of general benefit to the public and to properties in general resulting from nighttime traffic safety and circulation on these primary streets. Van Buren Boulevard is an arterial roadway and is composed of two lanes in each direction. The lane immediately adjacent to the parcel is primarily used for local traffic, including accessing the project parcel, and confers a particular and distinct special benefit upon parcels within Zone JJ. The thru lane, located nearest the median, is designated for traffic continuing on past the parcel. The thru lane comprises 50% of the two lanes bordering the development. Therefore, it is reasonable to conclude that fifty percent (50%) of the arterial street lights and associated costs to service and maintain those street lights and provide for future capital replacement would be considered a general benefit.
Improvement Cost per sqft
Area
Maintained
Gross General
Benefit1
City
overhead
8.5%
General
Benefit
Offset1
Landscaping 0.00702$ 47,608 334.21$ 28.41$ 362.62$ General Benefit Offset Calculation - Landscaping
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
11 A summary of the General Benefit Offset calculation for streetlights on Van Buren Blvd is shown in Table 2 below:
Table 2
General Benefit Offset – Streetlighting (Van Buren)
Streetlights on Rutile St provide special and direct benefit to the parcels outside Zone JJ which are located adjacent to the development and illuminated by the streetlights (addressed later in Special Benefit section of report) and provide a de minimus amount of benefit to the public in general.
Therefore, the general benefit from streetlights on Rutile St is zero.
General Benefit – Trail Maintenance and Fencing
The Zone JJ improvements in the City right-of-way includes the decomposed granite trail on Rutile St and a 2-rail vinyl fence aligning the trail. Trail systems and related fencing can be categorized as a general benefit if it improves public safety or aesthetics for the entire community, not just the individual property owners within the assessment Zone. The trail is connected to a large Citywide trail system. Additionally, the interconnected trail provides positive impacts on local economies and community engagement by providing access to Van Buren Market place as well as other parts of the City. The trail fencing clearly separates and delineates the trail route . The trail also provides opportunities for exercise for the customers traveling to the Van Buren Market as well as the public at large as they use the trail to travel to other locations in the City . Therefore, it is reasonable to conclude that 50% of the trail maintenance and fencing, associated costs to service and maintain and provide for future capital replacement of the trail maintenance and fencing would be considered a general benefit.
Streetlighting
Improvement
Location/Benefit
Assigned # of
Lanes/Total Lanes Benefit % Total Cost3
Van Buren Blvd /
General Benefit 1 / 2 50% 419.01$
Van Buren Blvd / Special
Benefit 1 / 2 50% 419.01$
Rounding 0.01$
Total 838.03$
3 Source: Cost per EBU Van Buren Streetlighting. Includes effect for rounding. 1 Source: EBU Calculation - Van Buren Blvd Streetlighting. 2 Source: Cost Per EBU - Van Buren Blvd Streetlighting.
General Benefit Offset Calculation - Streetlighting Van Buren Blvd Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
12 A summary of the General Benefit Offset calculation for Trail Maintenance and Fencing is shown in Table 3 below:
Table 3
General Benefit Offset – Trail Maintenance and Fencing
Summary – General Benefit Offset
All the General Benefit Offset amounts are summarized in Table 4 below:
Table 4
Summery General Benefit Offset
Cost1
Trail Maintenance2 1,990.19$
Trail Fencing Maintenance 725.00$
Fencing Annual Replacement Reserve 914.42$
City Overhead 8.5%3 230.79$
Subtotal 3,860.40$
General Benefit %4 50%
Total Trail and Fencing General Benefit Offset 1,930.20$ 2 Trail maintenance rates include provision for capital replacement. 3 City overhead = 8.5% of maintenance costs.
4 Source of 50%: Refer to General Benefit Trail Maintenance and Fencing section of engineer's report.
General Benefit Offset Calculation - Trail Maintenance and Fencing 1 Source: Cost of maintenance, capital reserve and City overhead trail and fencing maintenance budget detail.
Improvement Benefit Offset
Landscaping 362.62$
Van Buren Streetlighting 419.01$
Trail Maintenance and Fencing 1,930.20$
Total Offset 2,711.83$
General Benefit Offset Summary
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
13 Special Benefits by Improvement Type:
Special Benefit – Landscaping
The landscape improvements which will be installed as part of the approved development within Zone JJ provide direct and special benefit to the lots or parcels within the Zone. Therefore, the maintenance of these improvements also provides direct and special benefit to parcels within the Zone by maintaining the functionality of the improvements and allowing the improvements to operate in a proper manner.
Each and every lot or parcel in the Zone receives a particular and distinct benefit from the improvements over and above general benefits conferred by the improvements. First, the improvements were conditions of approval for the creation or development of the parcels. In order to create or develop the parcels, the City required the developer to install landscape improvements and to guarantee the maintenance of the landscape improvements and appurtenant facilities serving these lots or parcels. Therefore, ea ch and every lot or parcel within the Zone could not have been developed in the absence of the installation and expected maintenance of these improvements and appurtenant facilities.
In addition, the improvements continue to confer a particular and distinct special benefit upon parcels within Zone JJ because of the nature of the improvements . The proper maintenance of landscapes, and appurtenant improvements specially benefits owners of parcels within Zone JJ by attenuating noise from adjacent streets and controlling dust for those properties in close proximity to the landscaping. Spraying and treating landscaping for disease reduces the likelihood of insect infestation and spread of other diseases to landscaping throughout the properties in the Zone. The proper maintenance of the landscaping, ornamental structures, and appurtenant facilities screen the property visual barriers, provide shade and enhance the outdoor environment, increase rental rates and the desirability of commercial spaces. Additionally, the proper maintenance of landscaping and appurtenant structures improves the attractiveness of the properties within the Zone. This provides a positive visual experience each and every time a trip is made to or from the property in the Zone.
Finally, environmental quality is preserved through erosion resistance, dust and debris control, and fire prevention as a result of the installation of the improvements to be maintained by the Zone.
Government-owned parcels or easements, utility easements, and flood channel parcels do not benefit from the improvements due to their type of use and lack of human habitation on such parcels. Parcels of this nature are usually vacant narrow strips of land or flood control channels and therefore do not generate or experience pedestrian or vehicular traffic. Nor do these types of parcels support dwelling units or other structures that would promote frequent use by the traveling public. As a result of this lack of activity on such parcels, they do not receive any benefit from landscaping improvements and are not assessed.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
14 Special Benefit – Street Lighting
The operation, maintenance and servicing of lighting provides a special benefit to each and every assessable lot or parcel within the development or vicinity which are adjacent to such lighting resulting in: 1) improved security of such lots or parcels, 2) improved ingress and egress from such lots or parcels and traffic circulation by illuminating access after sunset, and 3) improved nighttime visibility for the local access of emergency vehicles.
Additionally, the street lighting improvements were installed as a condition of development for the Van Buren Market Place and would not have been installed otherwise. Since these improvements were installed and are maintained especially for the benefit of properties within the Zone, all assessable properties in the Zone receive a special benefit and are assessed for the special benefits conferred by the improvements.
Special Benefit – Street Lighting (Parcels outside Zone) Offset Calculation A summary of the Special Benefit for Parcels Outside the Zone Offset calculation for streetlights on Rutile St is as follows:
Parcels on Rutile St benefiting from the streetlights are assigned to a benefit zone based on the 75 foot illumination pattern of each street light, the parcels that are illuminated and the benefit provided by each streetlight. Parcels are grouped into a benefit zone based on the illumination benefit it receives and a correlating benefit factor is assigned and the EBU calculated for each parcel.
The following graphic identifies the parcels illuminated by each street light on Rutile St, assigned benefit zones and the corresponding Benefit Factor.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
15 Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
16 A summary of the Special Benefit for Parcel Outside Zone JJ Offset calculation for Rutile St Streetlighting is shown in Table 5 below:
Table 5
Special Benefit for Parcels Outside Zone – Streetlighting (Rutile Street)
Special Benefit – Trail Maintenance and Fencing
Each and every parcel in the Zone receives a particular and distinct benefit from the improvements over and above general benefits conferred by the improvements. The improvements were conditions of approval for the creation or development of the parcels. In order to create or develop the parcels, the City required the developer to install the trail landscape improvements and fencing and to guarantee the maintenance of the trail landscape improvements, fencing and appurtenant facilities serving these parcels. Therefore, each and every parcel within the Zone could not have been developed in the absence of the installation and expected maintenance of these improvements and appurtenant facilities.
Benefit Factors
The special benefits will be applied by improvement and land use types through the application of a Applied Benefit Factor (“Benefit Factor) . The Benefit Factor will be multiplied by the Equivalent Dwelling Units (EDUs), described later in the report, to derive the Equivalent Benefit Units (EBUs) described later in the report. The EBUs proportionately spread the assessments based on the special benefits received.
Benefit EBUs1 Cost per EBU2,3 Total Cost3
Special Benefit = Condition
of Development 42.81 4.89$ 209.51$
Special Benefit = Parcels in
Zone JJ Boundaries 42.81 4.45$ 190.59$
Special Benefit = Parcels
outside the Zone1 4.25 4.45$ 18.92$
Total 419.02$
Special Benefit for Parcels Outside the Zone Offset Calculation - Streetlighting Rutile St
2 Source: Cost Per EBU - Rutile St Streetlighting
3 Includes effect for rounding.
1 Source: EBU Calculation - Rutile St Streetlighting
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
17 Benefit Factors quantify the relative amount of benefit a parcel receives from an improvement. The following paragraphs describe each Benefit Factor by land use.
Benefit Factors - Landscaping
All parcels in Zone JJ are uniformly Non -Residential (Commercial Retail) and all parcels receive the same amount of benefit from the maintenance of the landscaping improvements. Therefore, the Benefit Factor to be applied to all Non-Residential parcels = 1.0.
Benefit Factors - Streetlighting
The factors that determine benefit on streetlighting to a particular land use are defined as follows:
Safety & Security: Streetlighting is a crucial component in enhancing safety and security for residential and commercial developments . Adequate streetlighting deters criminal activity by increasing visibility and decreasing locations for criminal activity to not be visible . This improved security reduces the likelihood of crime, making neighborhoods and business districts safer and more appealing for residents, employees, and visitors.
Community Character & Vitality: Streetlighting contributes to the overall character and vitality of a community. Consistent, well-designed lighting helps create an inviting atmosphere that reflects the community's identity, encourages social interactions, and supports a sense of pride among residents.
Well-lit streets and public spaces stimulate economic activity by making these areas more attractive for evening activities, contributing to a vibrant local culture and economy.
Property Access: Streetlighting directly supports property access by ensuring that streets, sidewalks, and pathways are well-lit and easy to navigate after dark. This lighting benefits residents, visitors, and emergency services by providing clear, visible pathways, which enhance accessibility, safety, and ease of movement to and from properties. This factor is especially important in high - traffic areas, enhancing the overall usability of roads and walkways at night.
Nighttime Visibility: Good nighttime visibility provided by streetlighting benefits all types of land uses by improving navigation and reducing hazards for both pedestrians and drivers. With enhanced visibility, residents and visitors can travel safely and comfortably at night, reducing the risk of accidents and injuries. For commercial areas, nighttime visibility also aids in attracting customers and fostering a safe, lively environment, supporting both safety and economic activity.
The special and direct benefits of streetlighting for each land use type are listed in Table 1 below with the Applied Benefit Factor assigned to each land use type.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
18 Table 6
Applied Benefit Factor
Benefit Factors – Trail & Fencing
All parcels in Zone JJ are uniformly Non -Residential (Commercial Retail) . Therefore, each parcel receives the same benefits from the trail and trail fencing ; (1) Providing foot traffic access to all parcels in the development equally and (2) The trail and fencing is a con dition of development that applies to all parcels in the development equally. Therefore, the Benefit Factor for trails and fencing to be applied to all Non-Residential parcels = 1.0.
Equivalent Dwelling Units
A methodology, which takes into consideration the impact of land use and parcel size, has been developed and applied to Zone JJ . This methodology, called Equivalent Dwelling Units (E DUs), calculates the E DUs for each parcel where every land use is converted to E DUs based on the assessment formula appropriate for the City. Single Family Residential, which includes Condominiums, is defined as the basic unit for calculation of assessments and assigned 1 E DU per parcel. Multi-Family Residential (Apartments and Mobile Home Parks) are converted to EDUs based on the number of dwelling units on each parcel. Commercial/Industrial, Parks, and certain Public Property, such as Schools, are converted to EDUs based on the lot size of each parcel of land. Vacant Property and Public Property are converted to EDUs based on actual Use using the equivalent Land Use Category EDU factor. Property Owner Association and Exempt parcels are assigned zero EDUs.
The E DU method is seen as the most appropriate and equitable for landscape and streetligh t maintenance districts, as the benefit to each parcel from the improvements are apportioned as a function of land use type and parcel size.
Special Benefits/Land Use
Residential (Direct
Lighting)
Single Family
Residential
(Neighborhood
Lighting)
Single Family
Residential (With
Private Lights) Office
Utility, Industrial,
Schools, Colleges Commercial Park
Vacant,
Agricultural, Golf
Safety & Security 1 1 1 1 1 1 1 1
Community Character &
Vitality 1 1 1 1
Property Access 1 1 1 1 1
Nighttime Visibility 1
Subtotal: 3 2 1 3 2 4 2 1
Applied Benefit Factor
(Subtotal/Residential
Subtotal)
0.75 0.50 0.25 0.75 0.50 1.00 0.50 0.25
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
19 Parcel Classification
Residential:
Residential: Residential means a parcel for which a building permit has been issued permitting construction of one or more Residential dwelling units. Residential parcels shall be further classified as Single Family Residential, Condominium, Multi-Family Residential and Mobile Homes. • Single Family Residential (SFR): SFR means all parcels of residential property, other than Multi-Family Residential Property. The SFR parcel is the basic unit for calculation of the benefit assessments. Parcels designated as SFR land use will be assigned 1 EDU per dwelling unit, including vacant subdivided residential lots.
• Condominium: Condominium means all parcels of developed property within a residential building or buildings comprised of dwelling units with each unit having individual ownership and assigned an individual assessor parcel number. Condominiums will be treated the same as SFR units. Therefore, parcels designated as Condominium land use will be assigned 1 EDU per dwelling unit.
• Multi-Family Residential (Apartments): Multi -Family Residential (Apartments) means all parcels of property that consist of a residential 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.
• Mobile Home Parks: Mobile Home Parks means all parcels of land with manufactured homes, all under common management.
The lower average population density and reduced average unit size of apartments and mobile homes compared to the typical population density and size of a SFR results in a lesser benefit per unit from landscaping and streetlight improvements maintenance and services. Multi-Family residence water consumption is approximately 80% of a typical single family residence . Therefore, we can conclude that t he average apartment unit impacts infrastructure approximately 80% as much as a single family residence. Mobile Home Park residence water consumption is approximately 50% of a typical single family residence . Therefore, we can conclude that t he average mobile home impacts infrastructure approximately 50% as much as a single family residence.
Therefore, the EDUs assigned to a Multi -Family Residential or a Mobile Home Park parcel are calculated based on the number of dwelling units and the appropriate Equivalent Dwelling Factor (as shown in Table 1). Specifically, the Equivalent Dwelling Unit Factor for multi -residential (0.8) is multiplied by the number of dwelling units on the parcel to determine the total EDUs for the multi- unit residential parcel. Similarly, the total EDUs for a mobile home park parcel are calculated by multiplying the Equivalent Dwelling Unit Factor (0.5) by the number of mobile home units on the parcel.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
20 Non-Residential:
Non-Residential: Non -Residential means a parcel for which a building permit has been issued permitting construction of one or more Non-Residential structures. Non-Residential parcels shall be further classified as Commercial/Industrial : Commercial/Industrial means non -residential parcels that are not Exempt, Public Property, Property Owners Association Property, or Vacant, and are used for retail, professional, medical, restaurant, government, institutional, financial, lodging, or other commercial/industrial related uses. These parcels are assigned EDUs based on acreage. In converting Commercial/Industrial properties to EDUs, the factor used is the City of Jurupa Valley average single family residential density of 2. 64 dwelling units per acre (as derived from the Riverside County Assessor Roll, as of January 1, 2024, the total number of SFR units in the City divided by the entire SFR area (acres) of the City) (22,799 SFR units / 8,640.18 acres = 2.64 dwelling units/acre) .
Therefore, the Commercial/Industrial parcels, including institutional uses, will be assigned 2. 64 EDUs per acre.
Special Benefiting Public Property and Other Property:
• Public Property: Public property means all parcels which are (i) used for rights-of-way or any other purpose and are 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 assessment shall be assessed and classified according 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. Public Property that receives special benefit shall be assessed based on the use of the land consistent with the land use categories listed in this section. • Parks: Parks will be assessed on parcel frontage which is the approximate metric of the parcel typically benefiting from the Zone landscaping and streetlighting improvements. The typical frontage for a SFR is fifty (50) feet. Park parcels will be assessed 1 EDU for every fifty (50) feet of frontage.
• Property Owners Association Property (POAP): Property Owners 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. The ultimate benefactors of these parcels are the property owners themselves. Therefore, the costs of providing landscape improvements maintenance and services for POAP are included in the assessor’s parcels associated with that common area. Therefore, these parcels are defined as having a zero EDU factor and, therefore, zero EDUs to be assessed. • Schools: Schools will be assessed as 2.64 EDUs per acre for the portions of the parcels with building improvements . Playground and athletic fields will not be assessed as they are treated like Property Owners Association Property with no development potential.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
21 Exempt Property and Vacant Property:
• Exempt: Exempt means any parcel dedicated as public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights -of-way, public greenbelts, parkways and that portion of public property that is not developed or used for business purposes similar to private commercial, industrial and institutional activities.
Also defined as Exempt parcels are utility rights -of-way, common areas (such as in condominium complexes), landlocked parcels and small parcels vacated by the City as these parcels have little or no development potential and do not benefit from the improvements.
These parcels are defined as having a zero EDU factor and, therefore, zero EDUs to be assessed.
• Vacant Property: Vacant Property means parcels with no improved structures. Vacant parcels adjacent to landscaping improvements do not benefit from Zone improvements. Therefore, Vacant parcels adjacent to landscaping improvements are defined as having a zero EDU factor and, therefore, zero EDUs to be assessed. Vacant parcels adjacent to streetlighting receive 25% of the benefit of a fully developed commercial parcels. Therefore, Vacant parcels adjacent to streetlighting improvements are defined as having .66 (2.64 X 25%) EDU factor and, therefore, .66 EDUs for every acre to be assessed. Vacant parcels with approved subdivision maps filed on them will be assessed at the rate appropriate to their future designated use.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
22 Determination of Rate
A summary of Equivalent Dwelling Unit (EDU) rates is shown in Table 7:
TABLE 7
EDU Rates
Land Use Category Basic Unit
Equivalent Dwelling
Unit Factor EDU Rates
Residential:
Single Family
Residential 1 DU X 1.00 = 1 EDU/DU
Condominium 1 DU X 1.00 = 1 EDU/DU
Multi-Family
Apartments 1 DU X 0.80 = 0.80 EDU/DU
Mobile Home Park 1 Space1 X 0.50 = 0.50 EDU/Space
Non-Residential:
Commercial/Industrial Per Acre X 2.64 = 2.64 EDU/Acre
Schools
Per Acre X 2.64 =
2.64 EDU/Acre
Area of Building
Improvements
Public Property and Other Property:
Public Property – Private
Use Per Acre X
Per Residential or
Commercial/Industrial
Use
=
EDUs determined by
Residential or
Commercial/Industrial
Use
Public Property – Right-
of-Way and other
public uses
N/A X 0.00 = 0.00 EDU/DU
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
23 Land Use Category Basic Unit
Equivalent
Dwelling Unit
Factor EDU Rates
Parks 1 EDU/50
feet frontage X Per Park Frontage = 1 EDU per 50 feet of frontage
POAP N/A X 0.00 = 0.00 EDU/DU
Exempt & Vacant Property:
Exempt N/A X 0.00 = 0.00 EDU/DU
Vacant Per Acre X .66 = 0.66 EDU/Acre
1 Space means location of individual mobile home or manufactured home representing one dwelling unit.
Equivalent Benefit Units
Equivalent Dwelling Units quantify how much benefit a particular property or parcel receives relative to other properties in the assessment district. They allow for equitable cost distribution based on factors like property size, type, or usage, which influence the level of benefit from the improvement.
The EBU for each parcel is the product of the multiplication of the parcel’s Equivalent Dwelling Units times the Benefit Factor which equals the Equivalent Benefit Units for that parcel.
The following are the EDU and EBU calculations and Cost per EBU by improvement Type:
Landscaping:
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
24 Table 8
EBU Calculation – Landscaping
Table 9
Cost & Cost per EBU – Landscaping
Zone JJ Parcels Acres EDU per Acre EDUs
Benefit
Factor1
Equivalent
Benefit Units2
167330006 0.55 2.64 1.45 1.00 1.45
167330010 0.41 2.64 1.08 1.00 1.08
167330015 0.24 2.64 0.63 1.00 0.63
167110039 15.02 2.64 39.65 1.00 39.65
Total EDU / EBU 16.22 42.81 42.81
1 Refer to Benefit Factor Table in this report.
2 Equivalent Benefit Units = Equivalent Dwelling Units times Benefit Factor.
EBU Calculation - Landscaping
Costs1 Cost per EBU
Landscaping Maintenance Cost2 41,010.98$
City Overhead 8.5%3 3,485.93$
Total Maintenance Costs 44,496.91$
Less: Landscaping General Benefit4 (362.62)$
Special Benefit Cost 44,134.29$ 44,134.29$ Total EBUs5 42.81
Special Benefit Cost per EBU 1,030.93$
2 Landscaping maintenance rates include provision for capital replacement. 3 City overhead = 8.5% of maintenance costs.
Cost Per EBU - Landscaping
1 Source: Cost of maintenance, capital reserve and City overhead from landscaping budget detail.
4 Source: Refer to General Benefit Landscaping section of engineer's report. 5 Refer to EBU Calculation - Landscaping.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
25 Streetlighting:
Table 10
EBU Calculation – Streetlighting (Van Buren)
Table 11
Cost & Cost per EBU – Streetlighting (Van Buren)
Zone JJ Parcels Acres EDU per Acre EDUs
Benefit
Factor1
Equivalent
Benefit Units2
167330006 0.55 2.64 1.45 1.00 1.45
167330010 0.41 2.64 1.08 1.00 1.08
167330015 0.24 2.64 0.63 1.00 0.63
167110039 15.02 2.64 39.65 1.00 39.65
Total EDU / EBU 16.22 42.81 42.81
1 Refer to Benefit Factor Table in this report.
2 Equivalent Benefit Units = Equivalent Dwelling Units times Benefit Factor.
EBU Calculation - Van Buren Blvd Streetlighting
Costs1 Cost per EBU
Annual Maintenance Cost 504.89$
Capital Reserve - Van Buren Blvd Streetlighting 290.22$ City Overhead 8.5%2 42.92$
Van Buren Blvd Maintenance Costs 838.03$
Special Benefit Portion3 50%
Special Benefit Cost 419.01$ 419.01$
Total EBUs4 42.81
Special Benefit Cost per EBU 9.79$
2 City overhead = 8.5% of maintenance costs.
3 Source of 50%: Refer to General Benefit Streetlighting section of engineer's report.
Cost Per EBU - Van Buren Blvd Streetlighting
4 Refer to EBU Calculation - Van Buren Blvd Streetlighting. 1 Source: Cost of maintenance, capital reserve and City overhead for Van Buren Blvd streetlighting budget detail.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
26 Table 12
EBU Calculation – Streetlighting (Rutile St)
Benefit Zones Acres
Equivalent
Dwelling
Units
(EDUs) EDUs
Benefit
Factor4
Equivalent
Benefit
Units
(EBUs)5
Benefit Zone 1 (Inside Zone)1:
167-330-006 0.55 2.64 1.45 1.00 1.45
167-330-010 0.41 2.64 1.08 1.00 1.08
167-330-015 0.24 2.64 0.63 1.00 0.63
167-110-039 15.02 2.64 39.65 1.00 39.65
Subtotal 16.22 42.81 42.81
Benefit Zone 2 (Outside Zone)2:
167-331-001 1.00 1.00 0.5 0.5
167-331-002 1.00 1.00 0.5 0.5
167-341-001 1.00 1.00 0.5 0.5
167-341-002 1.00 1.00 0.5 0.5
167-341-003 1.00 1.00 0.5 0.5
167-341-004 1.00 1.00 0.5 0.5
167-381-004 1.00 1.00 0.5 0.5
Benefit Zone 3 (Outside Zone)2,3:
167-123-001 1.00 1.00 0.75 0.75
Subtotal (Outside Zone) 8.00 4.25
Total EDU / EBU 50.81 47.06
1 Benefit Zone 1 is composed entirely of commercial parcels located inside Zone JJ. 4 Refer to Benefit Factor Table in this report.
5 Equivalent Benefit Units = Equivalent Dwelling Units times Benefit Factor.
EBU Calculation - Rutile St Streetlighting
3 Benefit Zone 3 is composed of parcel 167-123-001 which is located within the 75 foot illumination pattern of a streetlight on Rutile St and has an additional Benefit Factor of property access illuminated by the streetlight and therefore receives a total Benefit Factor = .75. 2 All parcels in Benefit Zone 2 are Single Family Residences (SFR) located within the 75 foot illumination pattern of a streetlight on Rutile St = 1 EDU per SFR.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
27 Table 13
Cost per EBU Calculation – Streetlighting (Rutile St)
Costs1 Cost per EBU
Annual Maintenance Cost 252.45$
Capital Reserve - Rutile St streetlighting 145.11$
City Overhead 8.5%2 21.46$
Rutile St Maintenance Costs 419.02$
Condition of Development Portion3 50.00%
Condition of Development Cost 209.51$ 209.51$
Total EBUs inside Zone JJ4
42.81 Condition of Development Cost per EBU 4.89$
Remaining Special Cost 209.51$ 209.51$
Total EBUs inside and outside Zone JJ4
47.06 Remaining Special Benefit Cost per EBU 4.45$
Total EBUs inside Zone JJ4 42.81
Remaining Special Benefit Zone JJ Cost 190.59$
Total Zone JJ Special Benefit Cost 400.10$
Combined Cost per EBU - Zone JJ 9.35$
2 City overhead = 8.5% of maintenance costs.
3 Source of 50%: Refer to General Benefit Streetlighting section of engineer's 4 Refer to EBU Calculation - Rutile St Streetlighting.
1 Source: Cost of maintenance, capital reserve and City overhead for Rutile St streetlighting budget detail.
Cost Per EBU - Rutile St Streetlighting
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
28 Trail Maintenance and Fencing:
Table 14
EBU Calculation – Trail Maintenance and Fencing
Table 15
Cost per EBU Calculation – Trail Maintenance and Fencing
Zone JJ Parcels Acres EDU per Acre EDUs
Benefit
Factor1
Equivalent
Benefit
Units2
167330006 0.55 2.64 1.45 1.00 1.45
167330010 0.41 2.64 1.08 1.00 1.08
167330015 0.24 2.64 0.63 1.00 0.63
167110039 15.02 2.64 39.65 1.00 39.65
Total EDU / EBU 16.22 42.81 42.81
1 Refer to Benefit Factor Table in this report.
2 Equivalent Benefit Units = Equivalent Dwelling Units times Benefit Factor.
EBU Calculation - Trail Maintenance and Fencing
Costs1 Cost per EBU
Trail Maintenance2 1,990.19$
Trail Fencing 725.00$
Capital Reserve - Trail Fencing 914.42$
City Overhead 8.5%3 230.79$
Total Maintenance Costs 3,860.40$
Less: Trail and Fencing General Benefit4 (1,930.20)$
Special Benefit Cost 1,930.20$ 1,930.20$
Total EBUs5 42.81
Special Benefit Cost per EBU 45.09$
2 Trail maintenance rates include provision for capital replacement. 5 Refer to EBU Calculation - Trail Maintenance and Fencing. 4 Source: Refer to General Benefit Trail Maintenance and Fencing section of engineer's report.
3 City overhead = 8.5% of maintenance costs.
Cost Per EBU - Trail Maintenance and Fencing
1 Source: Cost of maintenance, capital reserve and City overhead from Trail Maintenance and Fencing budget detail.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
29 B. Annual Assessment
The Method of Apportionment of the Assessment is based upon the relative special benefit derived from the improvements and conferred upon the assessable real property within Zone JJ over and above general benefit conferred upon the assessable real property within Zone JJ or to the public at large. The assessment for each assessable parcel within Zone JJ is calculated as follows: Each parcel currently within the Zone will be placed into one of the designated categories by land use. Using the EDU factor for the applicable land use category in Table 1 above, multiply the EDU factor rate by the number of Basic Units for each parcel to determine the number of EDUs for that parcel. A Benefit Factor is then multiplied by the number of EDUs to calculate the Equivalent Benefit Units (EBUs).
Once the total costs and the total number of EBUs associated with all parcels within the Zone are determined, the total costs are divided by the total EBUs to determine an assessment rate for each EBU in the Zone.
Total Zone Costs ÷ Total Number of EBUs in Zone =
Zone Assessment Rate per EBU
Each individual parcel’s assessment will then be determined by multiplying the Zone assessment rate by the parcel’s total EBUs.
Zone Assessment Rate per EBU x Parcel’s Total EBUs =
Parcel’s Annual Assessment
The maximum assessment rate is subject to a cost-of-living increase as explained in the Maximum Assessment Methodology section below.
Summary
In summary, no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on that property. The special benefit proportionate share of the costs and expenses for the provision of landscaping, trail maintenance and fencing and streetlighting, as well as costs and expenses for the maintenance of the landscaping , trail maintenance and fencing and streetlighting are apportioned on an EBU basis and assessed only for special and direct benefits. The general benefit and special benefit for parcels outside the district will be funded by the City General Fund or other financial sources.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
30 C. Maximum Assessment Methodology
The purpose of establishing a Maximum Assessment formula is to provide for reasonable increases and inflationary adjustments to annual assessments without requiring costly noticing and mailing procedures, which would add to the Zone costs and assessments.
The following are the Cost per EBU and Total Cost/Max Assessment by improvement Type summarized:
Table 16
Total Cost/Max Assessment Summary
The Maximum Assessment formula shall be applied to all assessable parcels of land within the Zone. • For Zone JJ, the initial Maximum Assessment for Fiscal Year 2024-2025 shall be a total of $55,780.30 or $1,302.97 per EBU as detailed in Part III.
The initial Maximum Assessment is subject to an annual inflator starting in Fiscal Year 2025-2026.
The initial Maximum Assessment may be adjusted by the greater of four percent (4%) per year or the cumulative percentage increase in the Consumer Price Index for all Urban Consumers for (“CPI -U”) for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area (“Index”) published by the Bureau of Labor Statistics of the United States Department of Labor. The annual CPI- U adjustment will be based on the cumulative increase, if any, in the Index as it stands in March of each year over the base Index of 2024.
The Maximum Assessment is adjusted annually and is calculated independent of the Zone JJ annual budget and proposed annual assessment. The annual assessment (rate per assessable parcel) applied in any fiscal year is not considered to be an increased assessment if less than or equal to the Maximum Assessment amount for that fiscal year. In no case shall the annual assessment exceed the Maximum Assessment.
Improvement Cost per EBU EBUs
Total
Cost/Max
Assessment
Landscaping Cost 1,030.93$ 42.81 44,134.29$
Van Buren Streetlighting Cost $ 9.79 42.81 419.01$ Rutile St Streetlighting Cost $ 9.35 42.81 400.10$ Trail Maintenance and Fencing Cost $ 45.09 42.81 1,930.20$ Contingency (10%) 103.91$ 42.81 4,448.35$
Operating Reserves (10%) 103.91$ 42.81 4,448.35$ Rounding (0.01)$
Total Cost/Max Assessment 1,302.97$ 55,780.30$ Total Cost/Max Assessment
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
31 Although the Maximum Assessment will increase each year, the actual Zone JJ assessments may remain virtually unchanged. The Maximum Assessment adjustment is designed to establish a reasonable limit on Zone JJ assessments. The Maximum Assessment calculated each year does not require the annual assessment be raised to the adjusted maximum but can be less than maximum. If the budget and assessments for the fiscal year require an increase to an amount greater than the adjusted Maximum Assessment, it is considered an increased assessment.
To impose an increase greater than the annually adjusted maximum assessment, the City of Jurupa Valley must comply with the provisions of California Constitution Articles XIII C and XIII D, which require a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Through the balloting process, property owners must approve the proposed maximum assessment increase. If the proposed change is approved, then a new Maximum Assessment is established for Zone JJ. If the proposed change is not approved, the City may not levy an assessment greater than the annually adjusted Maximum Assessment previously established for Zone JJ.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
32 PART III – COST ESTIMATE
The Cost Estimate is located on the following page:
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
33 MAINTENANCE OF IMPROVEMENTS
Landscape Maintenance2,9
34,459.26$
Trail Maintenance3
1,990.19$
Graffiti Abatement 500.00$
Tree Trimming4
2,363.74$
Mulch5
2,808.87$
Backflow Certificate 59.09$
Calsense 200.00$
Fertilizer Injector 260.01$
PVC Trail Fence6
725.00$
Standard Street Light Pole -12 @ 150 Watt LED 757.34$
Electric Meter - 1 360.00$
TOTAL MAINTENANCE COSTS 44,483.50$
INCIDENTAL COSTS
Administrative Costs 3,781.10$
Contingency 4,448.35$
Operating Reserves 4,448.35$
Capital Reserve - Streetlights7
435.33$
Capital Reserve - Trail Fencing8
914.42$
TOTAL INCIDENTAL COSTS 14,027.55$
TOTAL PROJECTED COSTS 58,511.05$
GENERAL BENEFIT OFFSET (2,711.83)$
TOTAL ASSESSED COSTS 55,799.22$
ASSESSED COSTS OUTSIDE OF ZONE (18.92)$
NET ASSESSED COSTS 55,780.30$
MAXIMUM ANNUAL ASSESSMENT FY 24-25 55,780.30$
MAXIMUM PER EBU ASSESSMENT FY 24-25 1,302.97$
ANNUAL ASSESSMENT FY 24-25 55,780.30$
PER EBU ASSESSMENT FY 24-25 1,302.97$
PROJECTED
ANNUAL
COST
FUNCTION
PROJECTED
ANNUAL
COST
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 89-1-CONSOLIDATED ZONE JJ
CITY OF JURUPA VALLEY
ANNUAL BUDGET
FISCAL YEAR 2024-2025
FUNCTION
PROJECTED
ANNUAL
COST
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
34 1 Zone JJ is composed of 4 commercial parcel totaling 42.81 EBUs. 2 47,608 sq ft of landscaping will be maintained by the City. 3 9,370 sq ft of trail will be maintained by the City.
4 80 trees will be maintained by the City.
5 47,608 sq ft of mulch will be maintained by the City. 6 1,840 linear feet of trail fencing will be maintained by the City 7 Streetlight Capital Reserve based on replacement cost divided by expected useful life of 20 years.
8 Trail Fencing Capital Reserve based on replacement cost divided by expected useful life of 27.5 years
9 Landscaping rates include amount for capital reserves.
ANNUAL BUDGET (CONTINUED)
FISCAL YEAR 2024-2025
LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 89-1-CONSOLIDATED ZONE JJ
CITY OF JURUPA VALLEY
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
35 PART IV – ASSESSMENT DIAGRAM/BOUNDARY MAP
Part IV – Assessment Diagram/Boundary Map
Fiscal Year 2024-2025 Zone JJ
The Assessment Diagram/Boundary Map for Zone JJ by this reference is incorporated and made a part of this Report. Only the parcels identified within the Zone JJ Assessment Diagram/Boundary Map are within said boundary.
If any parcel submitted for collection is identified by the County Auditor-Controller to be an invalid parcel number for the current fiscal year, a corrected parcel number and/or new parcel number (or numbers) will be identified and resubmitted to the County Auditor -Controller. The assessment amount to be levied and collected for the resubmitted parcel and/or new parcel number(s) shall be based on the method of apportionment and the assessment rate as defined in this Report. Therefore, if a single parcel has changed to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and the assessment rate rather than as a proportionate share of the original assessment.
Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
36 Engineer’s Report
JV L&LMD No. 89-1-C
Zone JJ (Van Buren Marketplace)
37 PART V – ASSESSMENT ROLL
Parcel identification for each lot/unit or parcel within Zone JJ shall be the parcel as shown on the Riverside County Secured Roll for the year in which this Report is prepared and reflective of the Assessor’s Parcel Maps. Zone JJ includes the following APN(s) as of the date of this Report:
167-330-006
167-330-010
167-330-015
167-110-039
The initial Maximum Assessment for each parcel will be as follows1.
LANDSCAPE MAINTENANCE DISTRICT NO. 89-1-C, ZONE JJ
PROPOSED FISCAL YEAR 2024-2025 MAXIMUM ASSESSMENT
Assessor
Parcel
Number Acres EBUs
Maximum
Assessment1,2,3
167-330-006 0.55 1.45 $1,889.31
167-330-010 0.41 1.08 $1,407.21
167-330-015 0.24 0.63 $820.87
167-110-039 15.02 39.65 $51,662.91
TOTAL 16.22 42.81 $55,780.30
1 The Actual Assessment for each Assessable Parcel, when submitted to the tax roll, will be rounded to even pennies, as required by the Riverside County Auditor -Controller to allow for the equal division of 2 installment payments on the property tax bill.
2 The initial Maximum Assessment may be adjusted annually by the greater of four percent (4%) per year, or the cumulative percentage increase in the CPI-U, if any, as it stands in March of each year over the base Index of 2024. 3 Max Assessment includes effect for rounding.
Page | 1
STAFF REPORT
DATE: JANUARY 16, 2025
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/ CITY ENGINEER
SUBJECT: AGENDA ITEM NO.15.E
APPROVAL OF AGREEMENT BETWEEN LIMONITE C&C, LLC AND THE
CITY OF JURUPA VALLEY FOR MAINTENANCE OF CITY PARKWAYS
FOR THE VALLEY SQUARE PM 36977 PROJECT LOCATED AT THE
SOUTHWEST CORNER OF MISSION BOULEVARD AND PYRITE
STREET INTERSECTION
RECOMMENDATION
1. The City Council approve the agreement between Limonite C&C, LLC and the City of Jurupa Valley for maintenance of parkways; and
2. Authorize the City Manager to execute the agreement in substantially the form and format attached and as approved by the City Attorney; and
3. Accept the Performance Bond No. 4479332 in the amount of $46,000 for parkway Improvements.
BACKGROUND
At its regular meeting on June 18, 2020 , the City Council approved Par cel Map 36977.
The development is a 4.87-acre site, which consists of a 21,600 square foot retail building, 3,000 square foot drive- thru restaurant, a gas station, a 3,600 square foot drive- thru carwash, and a 3,800 square foot convenience store.
As a condition of approval for Parcel Map No. 36977, the property owner, Limonite C&C, LLC, was required to annex the site into the existing City of Jurupa Valley Landscaping and Lighting Maintenance District (L&LMD) 89-1-C. This annexation would allow the City to assess the property owner for all costs associated with the maintenance of landscaping and public improvement s within the right -of-way and ensure compliance with the conditions set forth in the project entitlement.
RETURN TO AGENDA
Page | 2
ANALYSIS
Initially, the project was intended to be incorporated into a Landscap e and Lighting Maintenance District ( L&LMD); however, the property owner installed the landscaping before the approval of the necessary plans. Since the landscape plans for this project were not approved, a separate water system was not installed for L&LMD purposes. It is cost prohibitive to change the landscape plans and install a separate irrigation system and would require major street pavement cuts along Mission Boulevard and Pyrite Street.
Staff has negotiated a Landscape Maintenance Agreement (LMA) with the property owner to replace the L&LMD furthermore, relinquishing the maintenance responsibilities to the property owner. Under this agreement, the property owner will continue to maintain t he parkway landscaping. In the event that the property owner fails to maintain the parkway landscaping, the city will have the authority to maintain the parkway landscape at the property owner’s expense as set forth in this agreement.
FINANCIAL IMPACT
Approval of this agreement will have no impact to the City General Fund.
ALTERNATIVES
1. Do not approve Agreement as recommended.
2. Provide alternate direction to staff.
**********************SIGNATURES ON FOLLOWING PAGE**********************
Page | 1
120
STAFF RE
PORT
DATE: J ANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 15.F
FI
RST AMENDED AND RE STATED AGREEMENT FOR
PROFESSIONAL SERVICES BETWEEN THE COUNTY OF RIVERSIDE
AND THE CITY OF JURUPA VALLEY FOR FISCAL YEAR 2018-2019 THROUGH FISCAL YEAR 2024-2025
RECO
MMENDATION
1) Th
at the City Council approve the First Amended and Restated Agreement for Professional Services between the County of Riverside and the City of Jurupa Valley for Fiscal Year 2018-2019 through Fiscal Year 2024-2025 and authorize the City Manager to execute the agreement in substantially the form and format attached and as approved by the City Attorney.
2) Aut
horize the Director of Finance to make appropriate budget adjustments as necessary, based on the Finance Impact section of this staff report.
BA
CKGROUND
On J
une 7, 2018, the City entered into a professional services agreement (“Agreement”) with the County of Riverside (“County”) to provide various services. These services included roadway maintenance, drainage maintenance, special event support, engineering services, surveying, traffic signal maintenance, and other services as requested by the City. The Agreement can be extended each year by mutual agreement between the City and the County.
On J
uly 18, 2019, the City Council approved Amendment No. 1 extending the services through Fiscal Year 2019-20. On June 18, 2020, the City Council approved Amendment No. 2 extending the services through Fiscal year 2020- 21. Amendment No. 3 was approved on June 17, 2021, and extended the term through Fiscal year 2021-22. Finally, Amendment No. 4 was approved on July 7, 2022, extending the term through Fiscal Year 2022-23.
RETURN TO AGENDA
Page | 2
Anticipating the expiration of the Agreement, the County initiated conversations with the City about amending and restating the 2018 Agreement to consolidate the amendments.
ANALYIS
As the City continues to develop and bring services in-house, the City has had to rely less on the County to provide the aforementioned professional services. While the City is no longer utilizing most of the professional services, the City still relies on the County for traffic signal maintenance. Traffic signal maintenance services are critical, and the County has continued to provide dependable services. The hourly billing rates for Fiscal Year 2024-25 are incorporated herein as Exhibit B-6 of the Agreement.
FINANCIAL IMPACT
The County provides their services on a time and materials basis. For the provision of traffic signal maintenance services, the approved City budget for Fiscal Year 2024-25 is $375,000 in account number 200- 2000-54146. Additionally, when traffic signal maintenance and inspection services are needed as a result of development within the City, the charges for these services are recouped from the development and are not charged to the City.
For all other services , a specific scope and a corresponding fee will be requested on a task-by-task basis. The services included in the A greement are only provided as requested by the City and the City is not obligated to request any services. The necessary monies and source of funds for any requested tasks will be identified at the time the scope of the task is prepared.
ALTERNATIVES
1. Do not approve the First Amended and Restated Agreement between the County of Riverside and the City of Jurupa Valley
2. Provide alternative direction to staff
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FIRST AMENDED AND RESTATED
AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN THE COUNTY OF RIVERSIDE
AND THE CITY OF JURUPA VALLEY
FY 2018-2019 THROUGH FY 2024-2025
The County of Riverside, California (hereinafter "COUNTY"), and the City of Jurupa Valley, California (hereinafter "CITY"), hereby agree as follows:
RECITALS
A. COUNTY and CITY have entered into an agreement entitled “AGREEMENT FOR PROFESSIONAL SERVICES” approved by COUNTY on June 26, 2018, Agenda Item 3.61, (hereinafter “Original Agreement”) because CITY desired that the COUNTY, by and through the Transportation Department, provide, upon request, certain professional services for CITY. Services by other COUNTY departments or agencies are not the subject of the Original Agreement.
B. COUNTY and CITY have entered into an Amendment No. 1 to the Original Agreement approved by COUNTY on July 23, 2019, Agenda Item 3.68, (hereinafter “Amendment No. 1”) to extend the term of the Original Agreement through June 30, 2020, and add Attachment B-1 to the Original Agreement to set forth the hourly rates for professional services for FY 2019-2020.
C. COUNTY and CITY have entered into an Amendment No. 2 to the Original Agreement approved by COUNTY on June 30, 2020, Agenda Item 3.38, (hereinafter “Amendment No. 2”) to extend the term of the Original Agreement through June 30, 1 2
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2021, and add Attachment B-2 to the Original Agreement to set forth the hourly rates for professional services for FY 2020-2021.
D. COUNTY and CITY have entered into an Amendment No. 3 to the Original Agreement approved by COUNTY on March 29, 2022, Agenda Item 3.23, (hereinafter “Amendment No. 3”) to extend the term of the Original Agreement through June 30, 2022, and add Attachment B -3 to the Original Agreement to set forth the hourly rates for professional services for FY 2021-2022.
E. COUNTY and CITY have entered into an Amendment No. 4 to the Original Agreement approved by COUNTY on December 13, 2022, Agenda Item 3.45, (hereinafter “Amendment No. 4”) to extend the term of the Original Agreement through June 30, 2023, and add Attachment B -4 to the Original Agreement to set forth the hourly rates for professional services for FY 2022-2023.
F. COUNTY has continuously provided the aforementioned services to the CITY since June 26, 2018.
G. COUNTY and CITY desire to amend and restated the Original Agreement to extend the term of the Original Agreement through June 30, 2025, and add Attachment B-5 and Attachment B -6 to set forth the hourly rates for professional services for FY 2023-2024 and FY 2024-2025. This Agreement shall define herein the scope of the professional services to be provided and the terms and conditions pursuant to which COUNTY will provide the professional services . Upon the effectiveness of this Agreement, the Original Agreement shall be superseded and replaced.
NOW THEREFORE, the parties hereto mutually agree as follows:
SECTION 1 – RECITALS INCORPORATED
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The foregoing recitals are incorporated herein and made a part of this Agreement by this reference.
SECTION 2 – ADMINISTRATION
The Director of Transportation and Land Management, or his designee, shall administer this Agreement on behalf of COUNTY (hereinafter “COUNTY’S Contract Administrator”). The CITY Manager, or his designee, shall administer this Agreement on behalf of CITY (hereinafter “CITY’S Contract Administrator”).
SECTION 3 – SCOPE OF SERVICES
Upon CITY’S request and COUNTY’S approval as set forth herein, COUNTY will provide professional services as described in Attachment A-1 and Attachment A-2 to this Agreement.
The parties may agree that COUNTY will provide additional professional services to CITY upon mutual agreement of the scope of such additional services and the cost therefore. Such agreement for additional services will be memorialized in writing and signed by the respective parties’ Contract Administrators and added to this Agreement as additional Attachments (i.e., A-2, A-3) as needed. COUNTY professional services shall be provided in compliance with all CITY codes, ordinances, resolutions, regulations and policies (hereinafter “City Codes”). COUNTY shall work directly with CITY and its staff in providing the professional services. COUNTY staff shall consult with CITY staff if CITY staff requests such consultation. COUNTY shall not be required to, and shall not, respond to any person or entity other than CITY concerning the professional services it provides.
CITY shall be responsible for responding to all such persons or entities as set forth herein.
SECTION 4 – REQUESTS FOR SERVICES
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CITY may request professional services for a single project or program or a group or class of projects or programs. CITY shall make all requests for professional services in writing and CITY’S Contract Administrator, or his designee, shall send such requests to COUNTY’S Contract Administrator , or his designee. Before requesting professional services, CITY’S Contract Administrator may ask COUNTY’S Contract Administrator for a written estimate of the cost of the services and any established procedure COUNTY m ay have for providing the services (hereinafter “service delivery procedure”).
SECTION 5 – APPROVAL OF REQUESTS
If COUNTY agrees to provide the professional services requested, COUNTY’S Contract Administrator shall notify CITY’S Contract Administrator in writing. The written notification to CITY shall include the service delivery procedure, if necessary or requested by CITY. Services shall be provided in accordance with the service delivery procedure unless the parties mutually agree to a different procedure. Except as provided in Section 6 of this Agreement, COUNTY shall not provide professional services if the request for such services is not made and approved in the manner described above.
SECTION 6 – DANGEROUS CONDITION EXCEPTION
Notwithstanding the provisions of Sections 4 and 5 of this Agreement, COUNTY is hereby authorized to immediately remedy any dangerous condition it encounters in the course of providing professional services, and CITY hereby agrees to pay the reasonable costs incurred by COUNTY for such remediation. For purposes of this Agreement, a dangerous condition shall be any condition that may result in imminent personal injury or property damage. If COUNTY encounters a dangerous condition, COUNTY shall notify CITY’S Contract Administrator as soon as practical.
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SECTION 7 – PERTINENT INFORMATION
Once a request for professional services has been made and approved in the manner described in Sections 4 and 5 above, CITY’S Contract Administrator shall transmit to COUNTY’S Contract Administrator all pertinent information concerning the project or program or group or class of projects or programs.
SECTION 8 – INSPECTION, REJECTION AND ACCEPTANCE OF SERVICES CITY may inspect COUNTY’S work performed pursuant to this Agreement while the work is being performed or after it has been completed. CITY may reject COUNTY’S work no later than thirty (30) days after the work has been completed by submitting to COUNTY’S Contract Administrator a written explanation of the reasons for the rejection. If CITY does not reject COUNTY’S work as provided above, CITY shall be deemed to have accepted COUNTY’S work. CITY’S acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud. CITY’S acceptance shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, the sections pertaining to indemnification and insurance.
SECTION 9 – PERSONNEL
In providing the professional services described in this Agreement, COUNTY and its staff shall be considered independent contractors and shall not be considered CITY employees for any purpose, including but not limited to retirement, health care or any other benefits which may otherwi se accrue to CITY employees. COUNTY expressly waives any claim COUNTY may have to any such rights. COUNTY staff shall at all times be under COUNTY’S exclusive direction and control and shall be located at COUNTY facilities. 1 2
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Neither CITY, its officials, officers, employees or agents, shall have control over the conduct of COUNTY or any of COUNTY’S officials, officers, employees, or agents except as set forth in this Agreement. COUNTY shall have no authority to bind CITY in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against CITY, whether by contract or otherwise, unless such authority is expressly conferred by this Agreement .
COUNTY shall not at any time or in any manner represent tha t COUNTY or any of COUNTY’S officials, officers, employees or agents are in any manner officials, officers, employees or agents of CITY. COUNTY shall pay all wages, salaries and other amounts due its personnel in connection with their provision of the professional services hereunder and as required by law.
SECTION 10 – VEHICLES
If CITY chooses to provide vehicles for COUNTY’S use in providing professional services, the vehicles shall meet COUNTY’S specifications, shall be adequately equipped for the services, ready for service, and shall be registered in the name of CITY. CITY -owned vehicles shall only be used for CITY-approved services. CITY shall pay COUNTY the fuel costs o f operating such vehicles, including, but not limited to, fuel, maintenance, and licensing costs. Unless provided by CITY, as noted above, COUNTY shall pro vide all vehicle and equipment necessary to provide services requested by CITY.
SECTION 11 – COST OF SERVICES
Unless the parties have mutually agreed in writing to a set fee for professional services when requested by CITY and agreed to by COUNTY, CITY shall pay COUNTY for all such services, including staff-to-staff consultations, at the hourly rates set forth in Attachment B, Attachment B-1, Attachment B -2, Attachment B-3, Attachment B-4, Attachment B-5, and 1 2
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Attachment B-6 to this Agreement. CITY shall pay COUNTY for each hour of services it provides, or each fraction of an hour billed at 1/10th increments, including any required travel time. Work done by the COUNTY after regular working hours, such as responding to emergency calls, shall be paid at 1.5 times the hourly labor rate component as shown in Attachment B, Attachment B -1, Attachment B -2, Attachment B -3, Attachment B -4, Attachment B-5, and Attachment B-6. CITY shall not pay COUNTY for any professional services not described in Attachment A-1 or Attachment A-2 to this Agreement, unless those services have been mutually agreed to in writing as provided in Section 3 of this Agreement.
The cost for fuel, maintenance, and licensing of CITY vehicles pursuant to Section 10 of this Agreement shall be in addition to the professional service fees.
SECTION 12 – BILLING
COUNTY’S Contract Administrator shall submit to CITY’S Contract Administrator a monthly invoice which shall include an itemized accounting of all services preformed and the cost thereof.
SECTION 13 – PAYMENTS
CITY shall pay each monthly invoice within thirty (30) days of the date CITY’S Contract Administrator receives the invoice. CITY may dispute any monthly invoice by submitting a written description of the dispute to COUNTY’S Contract Administrator within ten (10) days of the date CITY’S Contract Administrator receives the invoice. CITY may defer the payment of the portion of the invoice in dispute until such time as the dispute is resolved; however, all portions of the invoice not in dispute shall be paid within the thirty (30) day period set forth herein.
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SECTION 14 – RECORD MAINTENANCE
COUNTY shall maintain all documents and records relating to the professional services provided pursuant to this Agreement, including but not limited to, any and all ledgers, books of account, invoices, vouchers, canceled checks, and other expenditure or disbursement documents. Such documents and records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the professional services provided by COUNTY pursuant to this Agreement. Such documents and records shall be maintained for three years from the date of execution of this Agreement and to the extent required by laws relating to public agency audits and expenditures.
SECTION 15 – RECORD INSPECTION
All documents and records required to be maintained pursuant to Section 14 of this Agreement shall be made available for inspection, audit and copying, at any time during regular business hours, upon the request of the CITY’S Contract Administrator. Copies of such documents or records shall be provided directly to CITY’S Contract Administrator for inspection, audit and copying when it is practical to do so; otherwise, such documents and records shall be made available at COUNTY’S address specified is Sectio n 19 of this Agreement.
SECTION 16 - DUTY TO INFORM AND RESOND
CITY’S Contract Administrator shall promptly address with COUNTY’S Contract Administrator, as CITY deems appropriate, all complaints and correspondence that CITY receives concerning COUNTY’S professional services. CITY’S Contract Administrator shall also provide all information concerning dangerous conditions that CITY’S Contract 1 2
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Administrator either knows or should know exist. COUNTY’S Contract Administrator shall promptly transmit to CITY’S Contract Administrator all inquiries, complaints, and correspondence that COUNTY receives in the course of providing professional services.
CITY shall be responsible for responding to all such inquiries, complaints and correspondence.
SECTION 17 – STANDARD OF PERFORMANCE
COUNTY represents and warrants that is has the qualifications, experience and facilities necessary to properly perform the professional services described in this Agreement and that it will perform such services competently. In meeting its obligations under this Agreement, COUNTY shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing the same services to those required of COUNTY under this Agreement.
SECTION 18 – PERMITS AND LICENSES
COUNTY shall obtain any and all permits, licenses and authorizations necessary to perform the professional services described in this Agreement. Neither CITY, not its officials, officers, employees or agents shall be liable, at law or in equity, as a result of COUNTY’S failure to comply with this section.
SECTION 19 – NOTICES
Any notices required or permitted to be sent to either party shall be deemed given when personally delivered to the individuals identified below or when addressed as follows and deposited in the U.S. Mail, postage prepaid:
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County of Riverside City of Jurupa Valley
Transportation and Land Management 8304 Limonite Ave.
P.O. Box 1090 Suite “M”
Riverside, CA 92502-1090 Jurupa Valley, CA 92509
Attn: Transportation Director Attention: City Manager
SECTION 20 – OWNERSHIP OF DATA
Ownership and title to all reports, documents, plans, specifications, and estimates produced or compiled pursuant to this Agreement shall automatically be vested in CITY and become the property of CITY. CITY reserves the right to authorize others to use or reproduce such materials and COUNTY shall not circulate such materi als, in whole or in part, or release such materials to any person or entity other than CITY without the authorization of CITY’S Contract Administrator.
SECTION 21 – CONFIDENTIALITY
COUNTY shall observe all Federal and State regulations concerning the confidentiality of records. All information gained or work product produced by COUNTY pursuant to this Agreement shall be considered confidential, unless such information is in the public domain.
COUNTY’S Contract Administrator shall promptly notify CITY’S Contract Administrator when COUNTY receives a request for release or disclosure of information or work product.
COUNTY shall not release or disclose information or work product to persons or entities other than CITY without prior written authorization from CITY’S Contract Administrator, except when such release or disclosure is required by the California Public Records Act or any other law.
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SECTION 22 – INDEMNIFICATION
Indemnification by COUNTY. E xcepted as provided below in the paragraph entitled “Special Circumstances”, COUNTY shall indemnify, defend and hold harmless CITY, its officials, officers, employees and agents from all claims and liability for loss, damage, or injury to property or persons, including wrongful death, based on COUNTY’S negligent acts, omissions or willful misconduct arising out of or in connection with the performance of professional services under this Agreement including, without limitation, th e payment of attorney’s fees.
Indemnification by CITY. CI
TY shall indemnify, defend and hold harmless COUNTY, its officials, officers, employees and agents from all claims and liability for loss, damage, or injury to property or persons, including wrongful death, based on CITY’S negligent a cts, omissions or willful misconduct arising out of or in connection with the performance of professional services under this Agreement including, without limitation, the payment of attorney’s fees.
Special Circumstances.
Notwithstanding the above, COUNTY shall not indemnify, defend and hold harmless CITY, its officials, officers, employees and agents, and CITY shall indemnify, defend, and hold harmless COUNTY, its officials, officers, employees and agents, from all claims and liability resulting from any of the following:
1. The invalidity of CITY’S codes, ordinances, or regulations
2. How CITY decides to maintain, or prioritize the maintenance of, CITY facilities, including, but not limited to, streets and sidewalks.
3. The design of CITY facilities, including, but not limited to, streets and sidewalks.
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4. CITY’S failure to provide pertinent information and inform as provided in Sections 7 and 16 of this Agreement.
Notification and Cooperation. The parties mutually agree to notify each other through their respective contract administrators if they are served with any claims, summons, complaint, discovery request or court order (hereinafter “litigation documents”) concerning this Agreement and the professional services provided hereunder. The parties also mutually agree to cooperate with each other in any third party legal action concerning this Agreement and the professional services provided hereunder. Such cooperation shall include each party giving the other an opportunity to review any proposed responses to litigation documents.
This right of review does not, however, give either party the right to control, direct or rewrite the proposed responses of the other party.
S
ECTION 23 – INSURANCE
The parties agree to maintain the types of insurance and liability limits that are expected for entities of their size and diversity. The types of insurance maintained and the limit of liability of each insurance type shall not limit the indemnification provided by each party to the other.
If CITY chooses to provide vehicles for COUNTY’S use, CITY shall maintain liability insurance for the CITY-owned vehicles and insurance for any physical damage to the CITY- owned vehicles in an amount equal to the replacement value of all vehicles provided. The vehicle policies shall, by endorsement, name COUNTY, its agencies and departments and their respective officials, officers, employees and agents as additional insureds.
SECTION 24 – ASSIGNMENT
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The expertise and experience of COUNTY are material considerations for this Agreement.
CITY has an interest in the qualifications and capabilities of the persons and entities that COUNTY will use to fulfill its obligations under this Agreement. In recognition of that interest, COUNTY shall not assign or transfer this Agreement, in whole or in part, or the performance of any of COUNTY’S obligations under this Agreement without prior written consent of the CITY’S Contract Administrator. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling CITY to any and all remedies at law or in equity, including summary termination of this Agreement. CITY acknowledges, however, that COUNTY, in the performance of its duties under this Agreement, may utilize subcontractors, and such use shall not be considered a violation of this provision.
SECTION 25 – IMMUNITIES
Nothing in this Agreement is intended to nor shall it impair the statutory limitations and/or immunities applicable or available to the parties under State laws and regulations.
SECTION 26 – MODIFICATIONS
This Agreement may be amended or modified only by m utual agreement of the parties. No alteration or variation of the terms of this Agreement shall be valid unless made in writing and signed by the parties hereto, and no oral understanding or agreement not incorporated herein shall be binding on any of the parties hereto.
SECTION 27 – WAIVER
Any waiver by a party of any breach of one or more of the terms of this Agreement shall not be construed to be a waiver of any subsequent or other breach of the same or of any other 1 2
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term hereof. Failure on the part of either party to require exact, full and complete compliance with any terms of this Agreement shall not be construed as changing in any manner the terms hereof, or estopping that party from enforcing the terms hereof.
SECTION 28 – SEVERABILITY
If any provisions in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.
SECTION 29 – TERM
This Agreement shall be effective June 26, 2018 and shall remain in effect until June 30, 2025. This Agreement may be terminated by either party upon sixty (60) days written notice to the other party. This Agreement may be extended every twelve (12) months, starting June 30, 2025 if the parties, through their respective governing bodies, mutually agree to the extension in writing and mutually agree on the hourly rate to be charged for services.
SECTION 30 – ATTORNEYS’ FEES
Should either party institute any arbitration, action, proceeding, suite or similar proceeding to enforce or interpret this Agreement or any provision hereof, for damages by reason of any alleged breach of th is Agreement or any provision hereof, or for a declaration of rights hereunder, the prevailing party in any such action or proceeding shall be entitled to receive from the other party all costs and reasonable attorneys’ fees incurred by the prevailing party in connection with such action or proceeding.
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SECTION 31 – ENTIRE AGREEMENT
This Agreement is intended by the parties as a final expression of their understanding with respect to the subject matter hereof and supersedes any and all prior and contemporaneous agreements and understandings, written or oral
APPROVALS
COUNTY Approvals CITY Approvals
APPROVED AS TO FORM: APPROVED AS TO FORM:
Danielle Maland City Attorney
Deputy County Counsel City of Jurupa Valley
APPROVED BY BOARD OF SUPERVISORS: APPROVED BY CITY COUNCIL:
Chair City Manager
Riverside County Board of Supervisors City of Jurupa Valley
Dated: D ated:
ATTEST: ATTEST:
CLERK OF THE BOARD CITY CLERK:
By: By:
Kimberly Rector
(SEAL)
ATTACHMENT A-1
For FY 2018-2019 THROUGH FY 2021-2022
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ATTACHMENT A-2
Transportation Department Services
FOR FY 2023-2024 THROUGH FY 2024-2025
Upon request and approval as set forth in this Agreement, the Transportation Department will provide inspection services for new development, including, but not limited to, the following:
Inspect
New traffic signals
Modified traffic signals
New lights or flashers
ATTACHMENT B-6
HOURLY RATES FOR PROFESSIONAL SERVICES From July 01, 2024 to June 30, 2025 FY25 ICAP City Rates By Position
Prepared By: Francisco Herrera
Revised: 04/04/24
Effective date 7-1-2024
Descr Job Code DeptID Division City Rate
OFFICE ASSISTANT III 13866 31301 Transportation Department / Engineering $95.26 EXECUTIVE ASSISTANT I 14005 31301 Transportation Department / Engineering $112.46 EXECUTIVE ASSISTANT II 14006 31301 Transportation Department / Engineering $127.60 LANDSCAPE PLANS EXAMINER I 33206 31301 Transportation Department / Engineering $191.54 LANDSCAPE PLANS EXAMINER II 33207 31301 Transportation Department / Engineering $202.02 ENV COMPLIANCE INSPECTOR II 33225 31301 Transportation Department / Engineering $159.27 AGENCY PROGRAM ADMINISTRATOR 73999 31301 Transportation Department / Engineering $201.14 ADMIN SVCS ANALYST II 74106 31301 Transportation Department / Engineering $159.05 ADMIN SVCS OFFICER 74213 31301 Transportation Department / Engineering $203.21 PUBLIC INFORMATION SPECIALIST 74233 31301 Transportation Department / Engineering $176.83 CONTRACTS & GRANTS ANALYST 74293 31301 Transportation Department / Engineering $202.25 ENVIRONMENTAL PROJECT MANAGER 74810 31301 Transportation Department / Engineering $264.98 TRANSPORTATION DIVISION MGR-EC 74812 31301 Transportation Department / Engineering $304.19 ASSOC TRANSPORTATION PLANNER 74829 31301 Transportation Department / Engineering $212.61 SR TRANSPORTATION PLANNER 74831 31301 Transportation Department / Engineering $244.58 REAL PROPERTY AGENT II 74918 31301 Transportation Department / Engineering $136.40 SR REAL PROPERTY AGENT 74921 31301 Transportation Department / Engineering $178.45 SUPV REAL PROPERTY AGENT 74920 31301 Transportation Department / Engineering $196.67 ENGINEERING PROJECT MGR 76419 31301 Transportation Department / Engineering $287.12 JUNIOR ENGINEER 76420 31301 Transportation Department / Engineering $171.27 ASST ENGINEER 76421 31301 Transportation Department / Engineering $191.54 ASST CIVIL ENGINEER 76422 31301 Transportation Department / Engineering $202.02 ASSOC ENGINEER 76423 31301 Transportation Department / Engineering $213.02 ASSOC CIVIL ENGINEER 76424 31301 Transportation Department / Engineering $229.77 SR CIVIL ENGINEER 76425 31301 Transportation Department / Engineering $256.65 ENGINEERING DIVISION MANAGER 76452 31301 Transportation Department / Engineering $304.19 GIS SENIOR ANALYST 77106 31301 Transportation Department / Engineering $204.72 SR ACCOUNTANT 77413 31301 Transportation Department / Engineering $170.68 SR ADMINISTRATIVE SVCS ANALYST 77623 31301 Transportation Department / Engineering $165.43 PRINCIPAL CONST INSPECTOR 97413 31301 Transportation Department / Engineering $220.38 ENGINEERING AIDE 97421 31301 Transportation Department / Engineering $107.65 ENGINEERING TECH I 97431 31301 Transportation Department / Engineering $140.27 ENGINEERING TECH II 97432 31301 Transportation Department / Engineering $155.94 SR ENG TECH 97433 31301 Transportation Department / Engineering $180.70 PRINCIPAL ENG TECH 97434 31301 Transportation Department / Engineering $227.76 TECHNICAL ENGINEERING UNIT SPV 97435 31301 Transportation Department / Engineering $240.34 OFFICE ASSISTANT III 13866 31301 Transportation Department/ Highway Operations $95.26 EXECUTIVE SECRETARY 13929 31301 Transportation Department/ Highway Operations $141.36 EXECUTIVE ASSISTANT I 14005 31301 Transportation Department/ Highway Operations $112.46 TRANSPORTATION WAREHSE WKR II 15822 31301 Transportation Department/ Highway Operations $124.24 TRANSPORTATION WAREHSE WKR I 15823 31301 Transportation Department/ Highway Operations $101.01 COOK 54431 31301 Transportation Department/ Highway Operations $88.94 LABORER 62202 31301 Transportation Department/ Highway Operations $93.55 BRIDGE CREW WORKER 66501 31301 Transportation Department/ Highway Operations $132.00 CREW LEAD WORKER 66502 31301 Transportation Department/ Highway Operations $134.23 LEAD BRIDGE CREW WORKER 66504 31301 Transportation Department/ Highway Operations $146.82 DISTRICT ROAD MAINTENANCE SUPV 66509 31301 Transportation Department/ Highway Operations $200.46 EQUIPMENT OPERATOR I 66511 31301 Transportation Department/ Highway Operations $131.62
Attachment B-6
FY25 ICAP City Rates By Position
Prepared By: Francisco Herrera
Revised: 04/04/24
Effective date 7-1-2024
Descr Job Code DeptID Division City Rate
EQUIPMENT OPERATOR II 66512 31301 Transportation Department/ Highway Operations $141.79 SR EQUIPMENT OPERATOR 66513 31301 Transportation Department/ Highway Operations $152.45 TRUCK & TRAILER DRIVER 66516 31301 Transportation Department/ Highway Operations $138.22 HIGHWAY MAINT SUPERINTENDENT 66524 31301 Transportation Department/ Highway Operations $231.61 HIGHWAY OPS SUPERINTENDENT 66526 31301 Transportation Department/ Highway Operations $271.56 MAINTENANCE & CONST WRKR 66529 31301 Transportation Department/ Highway Operations $113.71 ASST DISTRICT ROAD MAINT SUPV 66561 31301 Transportation Department/ Highway Operations $185.61 SIGN MAKER 66580 31301 Transportation Department/ Highway Operations $133.01 TRAFFIC CONTROL PAINTER 66581 31301 Transportation Department/ Highway Operations $129.55 LEAD TRAFFIC CONTROL PAINTER 66582 31301 Transportation Department/ Highway Operations $139.53 TREE TRIMMER 66591 31301 Transportation Department/ Highway Operations $120.78 LEAD TREE TRIMMER 66592 31301 Transportation Department/ Highway Operations $143.12 TRAFFIC SIGNAL TECH 97381 31301 Transportation Department/ Highway Operations $178.12 SR TRAFFIC SIGNAL TECHNICIAN 97382 31301 Transportation Department/ Highway Operations $191.93 TRAFFIC SIGNAL SUPERVISOR 97383 31301 Transportation Department/ Highway Operations $215.88 ASST TRAFFIC SIGNAL SUPV 97384 31301 Transportation Department/ Highway Operations $204.47 ENGINEERING TECH II 97432 31301 Transportation Department/ Highway Operations $155.94 PRINCIPAL ENG TECH 97434 31301 Transportation Department/ Highway Operations $227.76 TECHNICAL ENGINEERING UNIT SPV 97435 31301 Transportation Department/ Highway Operations $240.34
Pa
ge | 1
STAFF RE
PORT
DAT
E: JANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 15.G
APPROVA
L OF TRACT MAP NO. 38318-1 FOR THE DISTRICT
LOCATED AT THE NORTHEAST CORNER OF 34 TH STREET AND
WALLACE STREET, ACCEPTANCE OF OFFERS OF DEDICATION,
APPROVAL OF SUBDIVISION AGREEMENTS, AND ACCEPTANCE
OF IMPROVEMENT BONDS
RECOMMENDATION
It is recommended that the City Council:
1. Approve Tract Map 38318-1 and accept the dedication as follows:
a. Ac
cept the real property described as an easement for street and public utility purposes for Lot “A” (Wallace Street) and Lot “B” (34th Street). b. Aban
don portions of Lots “A” and “B” for street and public utility purposes as shown on Parcel Map No. 10879, filed in Book 56, page 13 of Parcel maps, records of Riverside County.
2. Aut
horize the Mayor and City Clerk to sign Tract Map 38318-1.
3. Approve and authorize the Mayor and City Clerk to execute the Subdivision Agreements; and
4. Accept the surety bonds for construction of related improvements and survey monumentation.
BACKGROUND
On September 7
th, 2023, the Jurupa Valley City Council approved TTM No. 38318 for The District. Within TTM 38318 is TTM 38318-1, which is located at the northeast corner of 34th Street and Walace Street. The project site would be subdivided into five (5) numbered
RETURN TO AGENDA
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lots and two (2) letter lots to accommodate for the proposed residential land use and public street land use.
The land was part of Parcel Map 10879, recorded in 1978; the map included a 44- foot dedication for both Lots “A” and “B” which were intended for street and public utility purposes. Only a 30- foot dedication is required for both lots; therefore, t he original 44- foot dedications will be abandoned and as part of the proposed Tract Map 38318- 1, and in replacement, 30- foot easements for Lots “A” and “B” will be dedicated for street and public utility purposes within said tract map.
Staff has reviewed Tract Map 38318-1 and finds that it is in substantial conformance with the approved Tentative Map. The City Attorney has reviewed and approved to form the Subdivision Agreements. These actions approve the Tract Map, Subdivision Agreements, and accepts offers of dedication and the bonds related to the subdivision.
ANALYSIS
Pursuant to the provisions of the Subdivision Map Act and the City Municipal Code Title 7, Tract Maps require City Council action for approval, denial, or modifications. Per the Subdivision Map Act Section 66474.1, a legislative body shall not deny approval of a Tract Map if it was previously approved a tentative tract map for the proposed subdivision and if it finds that the Tract Map is in substantial compliance with the previously approved tentative tract map. Staff recommends that the City Council appro ve Tract Map No. 38318-1 and accept the offers of dedication, the subdivision agreements, and bonds.
FINANCIAL IMPACT
The City will receive development fees and payments as part of the obligations defined in the Municipal Code.
ALTERNATIVES
1. Do not approve the final map as recommended.
2. Provide alternate direction to staff.
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120
STAFF REPORT
DATE: JANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL MEMBERS
FR
OM: ROD BUTLER, CITY MANAGER
BY: JOE PEREZ, ASSISTANT CITY MANAGER/ COMMUNITY
DEVELOPMENT DIRECTOR
SUBJ
ECT: AGENDA ITEM NO. 15.H
APPROVAL OF THE THIR D AMENDMENT TO AGREEMENT WITH
RRM DESIGN GROUP FOR THE PREPARATION OF “PERMIT -
READY ACCESSORY BUILDING” (PRAB) PLANS PROJECT
RECO
MMENDATION
That the City Council authorize the City Manager to execute the Third Amendment to the Agreement with RRM Design Group and appropriate $19,700 in funding to prepare permit ready accessory building (PRAB) plans.
BACKGROUND
On March 2, 2023, the City Council approved a contract with RRM Design Group to prepare Permit Ready Accessory Dwelling Unit (PRADU) plans to promote the construction of ADUs by providing property owners with a range of alternative designs.
This project has been completed this past summer, and the PRADU plans have been available to the public.
After the successful implementation of the PRADU project, the City Council requested information about preparing permit-ready accessory building (PRAB) plans. The purpose is to facilitate the construction of these accessory structures, particularly in the Equestrian Lifestyle Protection Overlay (ELO) by providing residents with pre- engineered, code- compliant plans that expedite the permitting process and encourage the continuation of the equestrian lifestyle in Jurupa Valley.
At the November 21, 2024, City Council meeting, a presentation was provided to the City Council regarding developing permit-ready plans for accessory buildings, including barns, storage sheds, animal stalls, and patio covers, as well as creating fillable information fields for the existing PRADU plans. Following the presentation, the City Council provided direction to proceed with the development of permit -ready accessory building plans and to return with an amendment to RRM Design Group's contract for the preparation of these plans.
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03/28/2024.04/17/202120
STAFF REPORT
DATE: J ANUARY 16, 2025
TO: HONO
RABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
BY: SUSAN PARAGAS, FINANCE DIRECTOR
SUBJ
ECT: AGENDA ITEM NO. 15.I
CHECK RE
GISTERS
RECO
MMENDATION
Th
at the City Council ratify the check registers dated November 21, and December 4,12, and 19, 2024 as well as the payroll registers dated November 22, 30, and December 6,20, and 31, 2024.
The City Council of the City of Jurupa Valley authorizes expenditures through the annual budget process. The FY 2024-25 Budget was adopted on June 6, 2024. Expenditures not included in the annual budget process are approved by resolution throughout the fiscal year.
ANAL
YSIS
Al
l expenditures on the attached check registers have been approved by the City Council and are in conformance with the authority provided by Section 37208 of the Government Code.
OT
HER INFORMATION
None.
FI
NANCIAL IMPACT
Ch
eck registers:
11/2
1/2024 $ 1,416,675.17
12/04/2024 $ 901,714.38
12/12/2024 $ 3,029,635.48
12/19/2024 $ 455,087.77
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STAFF REPORT
DAT
E: JANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 15.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 2024-008 (PUBLIC
SAFETY, COUNTRYSIDE ESTATES) AND TO AUTHORIZE THE LEVY
OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024-008 (PUBLIC SAFETY,
COUNTRYSIDE ESTATES ); GENERALLY LOCATED NORTH OF
AVENUE JUAN BA UTISTA, SOUTH OF MAVERICK LANE, EAST OF
LIMONITE AVENUE AND WEST OF RIVERVIEW DRIVE
RECOMMENDATION
1) That the City Council adopt Resolution No. 2025-11, entitled:
A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY OF
JURUPA VALLEY TO ESTABLISH CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024- 008 (PUBLIC SAFETY, COUNTRYSIDE
ESTATES) AND TO AUTHORIZE THE LEVY OF A SPECIAL TAX WITHIN CITY OF JURUPA VALLEY COMMUNITY FACILITIES DISTRICT NO. PS 2024-008 (PUBLIC SAFETY, COUNTRYSIDE ESTATES)
BACKGROUND
The State legislature enacted the Mello- Roos Act of 1982 (the "Act") to assist public agencies in financing certain public services. The legal property owner, James and Lynette Martindale and the Developer, RC Hobbs Companies, have requested that the City assist them in forming a district for the City to mitigate public safety impacts created by the new development within the residential Countryside Estates (Tract 38171) project 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
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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 landowners.
The CFD boundary includes the area within a residential project area known as Countryside Estates ( Assessor Parcel Number 186-160-021). The project proposes thirty-one (31) Single Family Residences subject to the special tax and one (1) exempt detention basin parcel . The CFD is comprised of approximately 16. 20 gross taxable acres.
The CFD will set up a special tax to generally cover costs associated with providing law enforcement protection services, including but not limited to:
• The costs of contracting services.
• Equipment, vehicles and supplies.
• The salaries and benefits of City staff that directly provide 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 to form the proposed CFD No. PS 2024- 008 (Public Safety, Countryside Estates ) 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 prescribed by the Act, which include holding a public hearing and submitting the formation of the proposed CFD to the landowners at special election to be conducted by mailed ballot.
The FY 24-25 base year special tax was set in the following amount:
SPECIAL
TAX
Single Family Residential Property (Dwelling Unit) $343.00 Multifamily Residential Property (Dwelling Unit) $206.00 Commercial Retail Property (Building Square Feet) $0.126 Commercial Other Property (Building Square Feet) $0.094 Business Park Property (Building Square Feet) $0.084
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Light Industrial Property (Building Square Feet) $0.044 Heavy Industrial Property (Building Square Feet) $0.037 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, beginning July 1, 2025. The owners have filed a petition representing their willingness to move forward. Due to the timing of the district formation, the first year of levied special tax will be FY 2025-2026.
OTHER INFORMATION
A public hearing on this matter will take place on February 20, 2025 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."
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. Using the base year rates of fiscal year 2024-25, the estimated maximum annual assessment for the CFD, if levied, would be $10,633.00, as summarized below:
APN Description Tax per
Taxable
Unit
Number of
Dwelling
Units
FY 2024-25
Estimated
Revenue
186-160-021 Residential $343.00 31 $10,633.00
The property owners 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 FY2025- 2026 adopted budget and there are no additional fiscal impacts.
ALTERNATIVES
1. T ake no action.
2. Provide staff with further direction.
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STAFF RE
PORT
DAT
E: JANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 15.K
AG
REEMENT FOR ON-CALL HVAC MAINT ENANCE AND REPAIR
SERVICES
RECO
MMENDATION
1) That the City Council approve the agreement with Senergy Pumbing Heating and Air (“Senergy”) for On -Call HVAC Maintenance and Repair Services for an amount not to exceed $20,000 per fiscal year; and authorize the City Manager to execute the agreement in substantially the form and format attached and as approved by the City Attorney.
2) Aut
horize the Director of Finance to make appropriate budget adjustments as necessary, based on the Finance Impact section of this staff report.
BA
CKGROUND
The City is responsible for maintaining the HVAC systems of three (3) municipal buildings, namely City Hall, the Jurupa Valley Operations Center (JVOC), and the Eddie D. Smith Senior Center. Together, these buildings house twenty -seven (27) package units, each comprising of both heating and cooling components within a single unit. Additionally, there are fifteen (15) mini-split units across the facilities, functioning similarly to package units but on a smaller scale, providing individual room climate control. These pieces of equipment demand regular quarterly maintenance to ensure optimal performance and longevity. This maintenance regimen encompasses visual inspections to detect any signs of wear or damage, cleaning of lines to prevent blockages and maintain efficiency, tests to ensure pumps are operating at peak performance, replacement of filters and belts to uphold functionality and prevent breakdowns, and meticulous monitoring and replenishment of fluid levels, including refrigerant, to maintain optimal operating conditions. This comprehensive maintenance approach safeguards the equipment's reliability and efficiency, reducing the risk of unexpected failures and prolonging its service life. The agreement will be for a three (3) year term and will cover the scope of
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preventative maintenance services, with additional maintenance tasks performed on a time-and-materials basis as needed. These tasks will require staff authorization and will be billed at the hourly rate, including the cost of materials and the specified mark -up outlined in the proposal. Major capital expenditures will be addressed and authorized through separate agreements.
Historically, the City managed preventative maintenance without a formalized agreement, relying instead on oversight by staff members and various contractors.
On April 8, 2024, City staff issued a Request for Proposals (RFP) for On- Call HVAC Maintenance and Repair Services, receiving four (4) proposals. Upon review, staff identified a substantial cost spread among the proposals, likely attributable to ambiguities in the scope of work and varying interpretations of the project requirements by the bidders.
Based on these findings, staff recommended that the City Council reject all proposals and the City Council rejected all the proposals on May 16, 2024.
ANALYSIS
On September 17 , 2024, staff re-published a revised RFP for the On- Call HVAC Maintenance and Repair Services. The RFP was published on the City’s web based procurement and bidding system, PlanetBids.
The RFP closed on October 1, 2024, and the City received seven (7) proposals.
Bidder Annual Cost
Senergy Plumbing Heating and Air (Jurupa Valley, CA) $13,952.00 Retro Fit (Rancho Cucamonga) $17,400.00
Harbor Pointe AC (Placentia) $17,592.56
FM Thomas (Brea, CA) $46,732.00
GK Lux Group (Glendale, CA) $49,000.00
Allison Mechanical (Redlands, CA) $73,848.00
McCloskey Mechanical MMC (Los Angeles, CA) $104,000.00
Staff reviewed seven (7) proposals and determined that the proposal submitted by Senergy is fair and reasonable. Established in 2012, Senergy has extensive experience providing services to both residential and commercial clients in Jurupa Valley. Over the past two years, the City has engaged Senergy for various plumbing and HVAC services, and their performance has consistently met expectations.
FINANCIAL IMPACT
The Agreement between the City and Senergy establishes a not -to-exceed amount of $20,000 per fiscal year for the initial term. If approved, the total amount of the Agreement will not exceed $60,000 over the initial three (3) year term. Funding for the Agreement will be allocated annually through the Public Works Operations Repairs and Maintenance Account (Account No. 100-1310-54210).
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ALTERNATIVES
1. Do not approve the agreement with Senergy Plumbing Heating and Air
2. Provide alternative direction to staff.
************************** SIGNATURES ON FOLLOWING PAGE **************************
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12774-0001\1689919v1.doc
CITY OF JURUPA VALLEY AGREEMENT FOR
ON-CALL SERVICES FOR HVAC MAINTENANCE AND REPAIR
THIS AGREEMENT is made and effective as of January 16, 2025, between the City of Jurupa Valley (“City”) and Senergy Plumbing Heating and Air, a California Corporation (“Contractor”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:
1. Term
This Agreement shall commence on January 16, 2025, and shall remain and continue in effect until tasks described herein are completed in accordance with the Scope of Services, but in no event later than January 15, 2028, unless sooner terminated pursuant to the provisions of this Agreement. The City and Contractor may extend the term of this Agreement by mutual agreement for two, one (1) year extensions. The Agreement term and all extensions thereto shall not exceed a total of five (5) years. The City Manager shall have the authority to exercise and execute the necessary term extension amendment.
2. Services
Contractor shall perform the services and tasks described and set forth in Exhibit A, attached hereto and incorporated herein as though set forth in full. Contractor shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A.
3. Performance
Contractor shall at all time faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Contractor hereunder in meeting its obligations under this Agreement.
4. Payment
A. The City agrees to cause Contractor to be paid monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit B, Quotation for Service, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. This amount shall not exceed Twenty Five Thousand dollars ($20,000.00) each fiscal year through the total term of the Agreement unless additional payment is approved as provided in this Agreement.
B. Contractor shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Council.
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C. Contractor shall submit invoices monthly for actual services performed.
Invoices shall be submitted between the first and fifteenth business day of each month, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If the City disputes any of Contractor’s fees it shall give written notice to Contractor within 30 days of receipt of an invoice of any disputed fees set forth on the invoice.
D. Contractor shall not be entitled to annual rate adjustments during the initial three-year term of this Agreement. However, the Contractor may be eligible for annual cost adjustments during any subsequent option year amendments, subject to mutual agreement and approval by the City. Any such adjustments shall be based on the percentage change in the Consumer Price Index for All Urban Consumers for Riverside-San Bernardino-Ontario, CA Metropolitan Area published by the Bureau of Labor Statistics, US Department of Labor, or the successor Index for the City, for the most recent 12 months for which data is available.
5. Suspension or Termination of Agreement Without Cause A. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Contractor at least ten (10) days prior written notice. Upon receipt of said notice, the Contractor shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
B. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Contractor the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Contractor will submit an invoice to the City pursuant to Section 4.
6. Default of Contractor
A. The Contractor’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that Contractor is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Contractor for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Contractor. If such failure by the Contractor to make progress in the performance of work hereunder arises out of causes beyond the Contractor’s control, and without fault or negligence of the Contractor, it shall not be considered a default.
B. If the City Manager or his delegate determines that the Contractor is in default in the performance of any of the terms or conditions of this Agreement, he or she shall serve the Contractor with written notice of the default. The Contractor shall have (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Contractor fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
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7. Prevailing Wages
A. Contractor shall pay prevailing wages to the extent required by and in accordance with the requirements of Labor Code Sections 1720 et. seq. Pursuant to the provisions of Section 1773 o the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute by this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.gov. Contractor shall provide a copy of prevailing wage rates to any staff or sub-contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $50.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this contract, by him or by any sub-contractor under him, in violation of the provisions of the Agreement.
B. Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir.ca.gov/Public-Works/PublicWorks.html.
8. Ownership and Maintenance Of Documents
A. Contractor shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Contractor shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the representatives of City or its designees at reasonable times to such books and records, shall give City the right to examine and audit said books and records, shall permit City to make transcripts there from as necessary, and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of two (2) years after receipt of final payment.
B. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files containing data generated for the work, surveys, notes and other documents prepared in the course of -4-
12774-0001\1689919v1.doc
providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused or otherwise disposed of by the City without the permission of the Contractor. With respect o computer files containing data generated for the work, Contractor shall make available to the City, upon reasonable written request by the City Manager, the necessary computer software and hardware for purposes of accessing, compiling, transferring and printing computer files.
C. With respect to the design of public improvements, the Contractor shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A, without the written consent of the Contractor.
9. Indemnification
A. Indemnity for Design Professional Services. In connection with its design professional services, but subject to the limitations of Section 2 of this Agreement, Contractor shall hold harmless and indemnify City, its elected officials, officers, employees, designated volunteers and those City agents serving as independent contractors in the role City officials (collectively “Indemnitees”), with respect to any and all claims, demands, liabilities, losses, costs or expenses, including reimbursement of reasonable attorney fees and costs of defense (collectively “Claims”), including but not limited to Claims relating to death or injury to any person and injury to any property which to the extent arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor or any of its officers, employee, sub-Contractors, or agents in the performance or its professional services under this Agreement.
In no event shall the cost to defend charged to the Contractor exceed the Contractor’s proportionate percentage of fault as set forth in California Civil Code 2782.8.
B. Other Indemnities. In connection with any and all claims, demands, damages, liabilities, losses, costs or expenses, including attorneys’ fees and costs of defense (collectively, “Damages” hereinafter) not covered by Paragraph 9.A. above, but subject to the limitations of Section 2 of this Agreement, Contractor shall defend, hold harmless and indemnify the Indemnitees with respect to any and all Claims, including but not limited to, Claims relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate to acts or omissions of Contractor or any of its officers, employees, subcontractors, or agents in the performance of this Agreement, except for such loss or damage arising from the negligence or willful misconduct of the City, as determined by final arbitration or court decision or by the agreement of the parties. Contractor shall defend Indemnitees in any action or actions filed in connection with any such Claims with counsel of City’s choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs actually incurred in connection with such defense. Contractor’s duty to defend pursuant to this Section 9.B. shall apply independent of any prior, concurrent or subsequent misconduct, negligent acts, errors or omissions or Indemnitees.
10. Insurance Requirements
A. Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or -5-
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in connection with the performance of the work hereunder by the Contractor, its agents, representatives, or employees.
1) Minimum Scope of Insurance. Coverage shall be at least as broad as:
a) Insurance Services Office Commercial General Liability form No. CG 00 01 11 85 or 88.
b) Insurance Services Office Business Auto Coverage form CA 00 01 06 92 covering Automobile Liability, code 1 (any auto). If the Contractor owns no automobiles, a non-owned auto endorsement to the General Liability policy described above is acceptable.
c) Worker’s Compensation insurance as required by the State of California and Employer’s Liability Insurance. If the Contractor has no employees while performing under this Agreement, worker’s compensation insurance is not required, but Contractor shall execute a declaration that it has no employees. d) Professional liability insurance shall be written on a policy form providing professional liability for the Contractor’s profession. 2) Minimum Limits of Insurance. Contractor shall maintain limits no less than:
a) General Liability: One million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
b) Automobile Liability: One million dollars ($1,000,000) per accident for bodily injury and property damage.
c) Worker’s Compensation as required by the State of
California; Employer’s Liability: One million dollars ($1,000,000) per accident for bodily injury or disease.
d) Professional liability insurance in the amount of one million dollars ($1,000,000) per claim and in the aggregate. 3) Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions shall not exceed $25,000 unless otherwise approved in writing by the City Manager in his sole discretion.
B. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:
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1) The City, its elected officials, officers, employees, designated volunteers and those City agents serving as independent contractors in the role City officials (“Additional Insured”) shall be covered as insured’s as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the Additional Insureds. 2) For any claims related to this project, the Contractor’s insurance coverage shall be primary insurance as respects the Additional Insureds. Any insurance or self- insured maintained by the Additional Insureds shall be excess of the Contractor’s insurance and shall not contribute with it.
3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the Additional Insureds.
4) The Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.
5) Each insurance policy required by this clause shall be endorsed to state that the insurer shall endeavor to provide thirty (30) days’ prior written notice, by certified mail, return receipt requested, to the City prior to any action to suspend, void, cancel or otherwise reduce in coverage or in limits.
6) Within one (1) business day following receipt by Contractor of any notice correspondence or notice, written or oral, of an action or proposed action to suspend, void, cancel or otherwise reduce in coverage or in limits of the required insurance, Contractor shall notify City of such action or proposed action.
C. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A-:VII, unless otherwise acceptable to the City. Self- insurance shall not be considered to comply with these insurance requirements.
D. Verification of Coverage. Contractor shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to be on forms provided by the City. All endorsements are to be received and approved by the City before work commences. As an alternative to the City’s forms, the Contractor’s insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications.
E. Modifications. City Manager may, with the consent of the City Attorney, waive the provisions of this paragraph or provided for other forms of insurance as may be necessary to enable the City to receive adequate insurance protection as contemplated in this section.
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11. Independent Contractor
A. Contractor is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Contractor shall at all times be under Contractor’s exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Contractor or any of Contractor’s officers, employees, or agents except as set forth in this Agreement. Contractor shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City.
Contractor shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.
B. No employee benefits shall be available to Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing services hereunder for City. City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder.
12. Legal Responsibilities
The Contractor shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Contractor shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Contractor to comply with this section.
13. Confidentiality; Release Of Information
A. All information gained by Contractor in performance of this Agreement shall be considered confidential and shall not be released by Contractor without City’s prior written authorization.
B. Contractor, its officers, employees, agents or subcontractors, shall not without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered “voluntary” provided Contractor gives City notice of such court order or subpoena.
14. Assignment
The Contractor shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. City consents to the use of the sub-Contractors described in Exhibit A to this Agreement provided the costs of such sub-Contractors shall be borne by the Contractor and shall not exceed the costs described in Paragraph 5 of this Agreement.
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15. General Provisions
A. Notices. Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (I) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice.
Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above.
To City: City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
Attention: Paul Toor, Public Works Director
To Contractor: ____________________________________
B. Licenses. At all times during the term of this Agreement, Contractor shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.
C. Governing Law; Venue
1) The City and Contractor understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. 2) Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with geographic jurisdiction over the City of Jurupa Valley. In the event such litigation is filed by one party against the other to enforce its rights under this Agreement, the prevailing party, as determined by the Court’s judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief granted.
D. Prohibited Interest. No officer, or employee of the City of Jurupa Valley who has participated in the development of this Agreement or its administration shall have any financial interest, direct or indirect, in this Agreement, the proceeds thereof, the Contractor, or Contractor’s sub-contractors, during his/her tenure or for one year thereafter. The Contractor hereby warrants and represents to the City that no officer or employee of the City Council or City of Jurupa Valley has any interest, whether contractual, non-contractual, financial or otherwise, in this transaction, or in the business of the Contractor or Contractor’s sub- Contractors on this project. Contractor further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement.
E. Entire Agreement. This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All -9-
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prior or contemporaneous agreements, understandings, representations and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material.
F. Time is of Essence. In carrying out the provisions of this Agreement, both parties acknowledge and agree that time is of the essence.
G. Authority To Execute This Agreement. The person or persons executing this Agreement on behalf of Contractor warrants and represents that he or she has the authority to execute this Agreement on behalf of the Contractor and has the authority to bind Contractor to the performance of its obligations hereunder.
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.
CITY OF JURUPA VALLEY
Rod Butler
City Manager
ATTEST:
Victoria Wasko, CMC
City Clerk
APPROVED AS TO FORM
Peter M. Thorson
City Attorney
CONTRACTOR
By:
Name:
Title:
By:
Name:
Title:
[SIGNATURES OF PRESIDENT AND SECRETARY OF CORPORATION OR CORPORATE AUTHORITY RESOLUTION REQUIRED FOR CORPORATION; SIGNATURE OF MANAGING MEMBER REQUIRED FOR LLC OR LLP]
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EXHIBIT A
SCOPE OF SERVICES
It shall be the Contractor’s responsibility to develop and implement a routine maintenance program to effectively maintain, to the satisfaction of the City representative, all aspects of HVAC systems in City commercial facilities. For the purpose of this contract, routine preventative HVAC maintenance shall be defined as quarterly scheduled routine inspection and proactive se rvicing of HVAC systems to facilitate heating/cooling with a minimal downtime. On-call, as-needed services (24 hours, 7 days a week, 365 days per year) will be for unplanned, and/or emergency repair services, as listed in the Service Specifications.
The routine maintenance and all repairs shall be provided in accordance with the highest standards of the industry, skill, workmanship, applicable trade practices, meet warranties and in conformance to all applicable laws, codes, and regulation. The Contract or’s maintenance program and repairs shall, at a minimum, include but not limited to the specifications outlined herein.
Preventative maintenance duties described in this Scope of Work are to be performed on the HVAC equipment at the following locations in Jurupa Valley:
1. City Hall – (8930 Limonite Ave)
2. Jurupa Valley Operations Center – (5293 Mission Blvd)
3. Senior Center – (5888 Mission Blvd)
A. SERVICE SPECIFICATIONS
Preventive maintenance will include any and all costs for providing the necessary labor, tools, equipment, mobilization/demobilization, licenses and incidental materials such as fluids, belts and filters, etc. per the Preventive Maintenance lists below to test, maintain, and diagnose the specified HVAC equipment, including but not limited to air flow analysis, water flow, delta T, humidity, Freon and electronic conditions.
Preventive Maintenance activities shall also specifically include but not limited to the following:
1. Test and Inspection – All labor to visually inspect a nd search for worn, failed and/or doubtful parts. Visually check coil surfaces, fan blades, fan belts, couplings, equipment housings, motor mounts, dampers, valves, fluid levels,
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VAV boxes, heat exchangers, etc. Make recommendations to the City of any necessary replacements and/or adjustments.
2. Preventative Maintenance and Predictive Maintenance – Labor to perform preventive maintenance on the equipment included. Maintenance intervals for systems and equipment are determined by run time, system use, applic ation, location, and manufacturer’s recommendations.
3. Consumable Materials – Normal consumable materials and supplies, such as lubricants, grease, towels/rags, wire nuts, cleaning solutions, oil and clean -up materials.
4. Air Filter Media and Service – Includes regular air filter changing per the manufacturer’s specifications. Includes monitoring of air filter conditions.
Should additional changes be required, Air Filter Media and Service includes notifying the City of any recommended adjustments to the mai ntenance program.
5. Coil Service – Two (2) Semi-annual cleaning of each condenser coil during the contract year and or per manufacture’s recommendations. Should additional cleaning be required, Coil Service includes notifying the City of any necessary adjustments to this program.
6. Belt Service – This agreement will include one (1) annual belt change for each belt in the system at the beginning of the contract year or per the manufacture’s recommendations. Should additional belt changes be required, Belt Service includes notifying the City of any necessary adjustments to this program.
B. PREVENTATIVE MAINTENANCE HVAC SERVICES
1) Quarterly Service Activities: Along with Preventive Maintenance Regularly Scheduled Activities (see section below), the Quarte rly Service Activities will be the City’s primary maintenance program normally scheduled during the month of January for the first quarter, April for the second, July for the third and October for the fourth unless otherwise specified by the Maintenance Supervisor or Authorized City Representative
a) Spring Inspection / Service: The Contractor shall schedule and perform a Pre - Cooling season maintenance service call. The following services shall be performed
b) In addition to Preventive Maintenance Regularly Scheduled Activities:
1) Cycle units and check pressures and refrigerant charge
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2) Ensure condensate lines are clean and pump is working properly 3) Visually inspect all wiring
4) Check and clean the indoor and outdoor coil if needed 5) Replace filters, inspect belts, replace as needed
c) Summer Inspection / Service: The Contractor shall schedule and perform the following in addition to Preventive Maintenance Regularly Scheduled Activities:
1) Replace filters, inspect belts, replace as needed
2) Visually inspect all wiring
d) Fall Inspection / Service: The Contractor shall schedule and perform a Pre- Heating season maintenance service call. The following services shall be performed in addition to Preventive Maintenance Regularly Scheduled Activities:
Cycle and check each unit for proper heating operation
1) Check and clean pilot lights and bearings if needed
2) Replace filters, inspect belts, replace as needed
3) Visually inspect all wiring
4) Inspect and service or repair gas radiant tube and space heaters
e) Winter Inspection / Service: The Contractor shall schedule and perform the following services in addition to Preventive Maintenance Regularly Scheduled Activities:
1) Replace filters, inspect belts, replace as needed
2) Visually inspect all wiring
f) Preventive Maintenance Regula rly Scheduled Activities: Preventive Maintenance shall be comprehensive and consists (at a minimum) of the following:
1) Both Heating and Air Conditioning Equipment
a) Check with Facility Maintenance Specialist for operational deficiencies b) Check area around equipment
c) Examine each piece of equipment and device to see that it is functioning properly and is in good operational condition
d) Clean all components of dust, old lubricants, etc. to allow the equipment to function as designed
e) Lubricate all equipment whe re needed to permit bearings, ears, and all contact wearing points to operate freely and without undue wear f) Adjust all linkages, motors, drives, etc. that have drifted from the initial design settings and positions
g) Calibrate all sensing, monitoring, output, safety, and readout devices for proper ranges, settings, and optimum efficiencies
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h) Check system thermostat operation, temperature and pressure controls and adjust as necessary
i) Inspect and tighten all electrical connections
j) Check for proper voltage and amp draw
k) Inspect safeties
l) Inspect all contract and relays
m) Inspect all wiring for chafing, burning, or deteriorated insulation n) Inspect all breakers
o) Inspect capacitors
p) Check rain guards
q) Check insulation and clamps
r) Check and adjust dampers
s) Lubricate all motors, bearings, and any other moving parts t) Inspect air filters and clear or replace as necessary. u) Check all applicable belts, for proper condition; replace all belts once at the beginning of each contract year and then as necessary v) Check all applicable belt tension and adjust as necessary w) Check drives and pulleys for tightness and alignment x) Inspect fan control
y) Inspect and adjust all valves
z) Inspect oil in compressors and add if necessary
aa) Wash fans at beginning of each contract year
bb) Any applicable VAV Boxes are to be serviced once per year cc) Check for unusual noises, vibration and wear
dd) Carry out other preventive maintenance procedure recommended by the equipment manufacturers
ee) Test and cycle all equipment as a system after it has been c leaned, lubricated, adjusted, and calibrated, to see that it is in good operational condition and at optimum efficiency
ff) Provide itemized checklist documentation of preventive maintenance activities per location and report observations and any unusual or out of scope conditions to the Maintenance Supervisor
gg) Recommend the repair of the device by the addition of replacement parts, should the described maintenance not be adequate hh) Recommend the replacement of the device if needed, in view of its condition, age, and cost of previous and subsequent repair ii) Provide service tag on all service units, containing the information listed per these specifications
2) Heating Equipment
a) Inspect all pilot lights and operation of the ignition system
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b) Inspect and clean the flame sensor
c) Inspect and adjust burner assembly
d) inspect flue pipe, diverter and flue connections
e) Inspect the heat exchanger
f) Inspect heating coils
g) Inspect temperature rise
h) Inspect furnace safety controls
i) Inspect fuel input
j) Inspect for gas leaks
k) Inspect gas valve operation
l) Inspect gas pressure and set factory specifications
m) Inspect backup heat elements
n) Inspect sequencer operation
o) Inspect actual amperage draw on motors
p) Inspect actual voltage to the unit
q) Inspect oil filer and oil pressure switches
r) Inspect all high limits and safety controls
s) Inspect reversing valve operation
t) Inspect valves, step traps and belts
u) Inspect flue pipe, diverter and flue connections
v) Inspect any applicable hot water heaters, boilers and related pumps.
Inspection shall include annual tune -up of burners and cleaning of boilers as required
3) Air Conditioning Equipment
a) Check refrigerant systems for leaks and operation
b) Inspect temperature drop
c) Check condenser general operation and condition and clean condenser coil thoro ughly at the beginning of each contract year and then as necessary
i. Check for scaling or corrosion of water-cooled condensers, clean as required
ii. Check condition of air-cooled condensers, clean as required d) Check and adjust condensate pumps and drains as necessary e) Inspect and clean condensate drain pan, drains, and traps to ensure proper draining. Inform the Facility Maintenance Specialist of unusual or discolored drain pan accumulations
f) Inspect condenser fans – blade conditions, clearances, etc. g) Lubricate condenser fan motors and bearings
h) Inspect amp and voltage draw
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i) Inspect evaporator coils and clean at the beginning of each contract year, then as necessary
j) Inspect evaporator drip pan, drains, and filters
k) Inspect all compressors and starter – contacts and free movement l) Inspect compressor general operation and condition, oil level, head pressure and suction pressures
m) Inspect refrigerant pressure and change
n) Inspect refrigerant system for leaks and for potential leak points – chafing lines, cap tubes, etc.
o) Record amount of refrigerant, if applicable:
i. Removed from system and amount replaced
p) Inspect unit disconnect system
i. Record unit voltage – rated , and actual
q) Inspect “economizer”, if applicable
r) Megohm or oil test compressors – record readings
s) Inspect compressor terminals
t) Inspect disconnect power box
u) Inspect all coils for cleanliness, fin condition
v) Check for leaks in air supply if applicable
w) Inspect the system to avoid the correct freeze up
4) Air Handlers
a) Check and change filters as necessary
b) Replace all belts one time per year
c) Check drive components for wear and alignment
d) Check blower wheels – conditions and cleanliness
e) Inspect blower housing, deck mountings – cracks, loose bolts, etc. f) Check fan bearings
g) Check blower bearings
h) Check blower motor bearings
i) Lubricate all bearings at least once at the beginning of each contract year and then as necessary
j) Record supply fan amperage – rated , actual
k) Record return fan amperage – rated , actual
l) Inspect all wiring for chafing, burning, deteriorated insulation m) Record overall condition of equipment
n) Check heat and cooling coils for cleanliness and clean if needed
5) Residential Refrigerant Type A/C Units, Heat Pumps
a) Check economizer operation
b) Check compressor crankcase heater(s)
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c) Record:
Compressor voltage
i. Compressor amperage
ii. Operating suction pressure
iii. Operating head pressure
iv. Operating superheat
v. Operating oil level
vi. Operating oil pressure
1. Check unloader function, if applicable
2. Check hot gas bypass function, if applicable
3. Check all controls for proper function and set points
4. Check and record discharge air temperature
5. Record overall condition of equipment
6) Forced Hot Air Heaters, Gas
a) Check combustion controls
b) Check room air intake system
c) Check contacts
d) Check mercury bulbs
e) Inspect all wiring for chafing, burning and deteriorate insulation f) Clean internal surfaces, if necessary
g) Clean external surfaces
h) Clean burner assembly, if necessary
i) Clean fireside
j) Clean flue
k) Inspect refactory
l) Prepare heater for winter conditions
m) Do efficiency test and record
n) Log heater condition at departure
7) Controls – Temperature, Humidity HVAC Sensors
a) Check alarms
b) Check the operation of all controls, thermostats, starters, relays, pressure switches, disconnect switches and fuses
c) Perform programming adjustments where needed
d) Clean where needed
e) Check for any overrides
f) Check set points, make adjustments where needed
g) Check contacts and relays, clean or tighten contact where needed h) Check thermostats, calibrate if needed
i) Check sensors and adjust if needed
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g) Indoor and Outdoor Coil cleaning is to be completed on a bi-annual basis (twice per year), regularly scheduled in April and October, unless otherwise specified by the Facility Maintenance Specialist or Authorized City Representative.
h) Annual Maintenance - Contractor will perform scheduled annual preventiv e maintenance in accordance equipment manufacturer’s instructions and recommendations, with a program of standard routines as determined by your experience, equipment application, and equipment operating hours and location.
This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City’s equipment, and provide proactive indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season.
i) Contractor will troubleshoot and/or diagnose HVAC/Mechanical problems and recommend emergency or routine repair programs as required. Contractor will also provide recommendations for additional service(s) that will better enhance equipment performance. Annual Maintenance and repairs will be performed on an hourly basis under the On-call HVAC Services portion of the Agreement. Services include, but not limited to:
1) Water Treatment Services – Contractor will include all chemicals, equipment, piping, etc., neede d for installation, setup and normal operational use to minimize repair and maintenance costs that are associated with scale, corrosion, micro-biological contamination or fouling, while also improving heat transfer and reducing energy costs. This will incl ude any equipment and peripherals needed to connect to any existing City system and/or equipment, such as a computer or LAN system. Contractor will provide chemical feed equipment and deliver treatment chemicals to point of feed. Contractor must maintain C ity safety standards. Contractor will provide chemical feed equipment capable of accepting chemicals at the feed mechanism without spills and capable of providing backup containment in the event that the chemical container itself leaks.
a) Eddy Current Test ing – Contractor will perform non -destructive eddy current tests on the chiller equipment listed. Testing will be conducted on the condenser and evaporator tub bundles every other year, with the first test completed within six (6) months of the Agreement b eing executed and every other year thereafter. A report will be submitted on each piece of equipment tested identifying the procedures used to test the equipment, the equipment, calibration methods, test results with description of any abnormal conditions that may exist,
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recommendations and photographs of the equipment, tubes and tube sheets.
b) Oil Analysis – Contractor will perform oil analysis on equipment listed.
Testing will be conducted every other year, with the first test completed within six (6) months of the Agreement being executed and every other year thereafter. A report will be submitted on sample tested identifying the test date, chiller location, manufacturer, model system, serial number, oil type, and oil information, test results with description of any abnormal conditions that may exist and recommendations. c) Vibration Analysis – Contractor will perform vibration analysis on equipment listed. Testing will be conducted every other year, with the first test completed within six (6) months of the Agreement being executed and every other year thereafter. A report will be submitted on each piece of equipment tested identifying the procedures used to test the equipment, the equipment, calibration methods, and test results with description of any abno rmal conditions that may exist, recommendations and photographs of the equipment.
C. ON-CALL HVAC SERVICES
On-call Non-Emergency and Emergency HVAC Service calls shall be performed on a 24- hour, 7- day-a-week basis, and unrelated to preventive maintenance activities. The On- call Services bid item will provide qualified manpower and equipment on an hourly basis to perform routine HVAC/Mechanical repairs or replacements that do not fall under the description of Preventive Maintenance.
1) On-call Non -Emergency HVAC Service Calls: When notified, the Contractor will respond by telephone within thirty (30) minutes after the request is placed. At the discretion of the Facility Maintenance Specialist, the Contractor shall physically respond to repair calls during normal business hours (Monday – Friday, 7:00 a.m. – 5:00 p.m.) within four (4) hours of receiving the call. Repair calls that occur between 5:00 p.m. through 7:00 a.m., or on weeken ds and holidays, will be billed at the appropriate premium time rate differential. The Contractor has to provide a written estimate for non -emergency service calls within two (2) days and begin repair work within five (5) days of the original request if the proposed repairs are approved.
a) The Public Works Operations Manager will authorize all non-emergency work. The Contractor will provide written “not -to-exceed” estimates on all non - emergency work that conforms to Section 4.8. The estimate will include the number of hours, hourly rate, number and type of employees required, estimated material cost and completion date.
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b) It will be the Contractor’s responsibility to ensure they have all information to prepare accurate estimates, at no additional cost to the City. c) Work will only be performed with the City’s written authorization within the time agreed upon between the City and the Contractor. Upon authorization, actual work will not exceed the Contractor’s estimate. Unreasonable estimates will be deemed cause to terminate this contract.
2) Emergency HVAC Service Calls: When notified, the contractor will respond by telephone within thirty (30) minutes and provide service at the affected site within two hours after the request is placed. The Contractor shall provide a twenty-four (24)- hour emergency phone number. The City reserves the right to contract with any vendor in the case of an emergency if no response or untimely response has been made by the contractor.
a) The Public Works Operations Manager will authorize all emergency work.
D. INITIAL SERVICES
1) First Preventative Maintenance Visit: The Contractor shall make arrangements with the Facility Maintenance Specialist, once the contract is awarded, to perform the Preventative Maintenance seasonal service visit necessary for the current time of the year, within four weeks of the contract documents being completed. The Contractor shall then provide a preventive maintenance and inspections program covering all City HVAC equipment to the Maintenance Supervisor, within ten (10) calendar days of the first service visit. The remaining quarterly visits shall then be scheduled as listed herein or as determined by both parties.
2) First Preventive Maintenance Visit Inventory: The first service for each unit will include confirmation, in writing, of each unit’s location, type, model number, serial number, size and filter. The Contractor shal l manually write -in any updates/changes needed for the HVAC Equipment Inventory in Attachment “C” and submit it to the Facility Maintenance Specialist within four (4) months from the contract being executed. Contractor shall submit updated inventory list t o the Facility Maintenance Specialist annually at the beginning of the contract year.
LOCATION OF WORK
Preventative maintenance services shall be provided at any City -owned facilities as necessary and as determined by City staff. City facilities include but are not limited to those listed in Section 3.1.
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For On -call Services, the Facility Maintenance Specialist shall inform the Contractor, during the contractor’s callback for the on -call request, for the specific City location(s) requiring on-call work.
NOTIFICATIONS
The Contractor will notify at least one City representative in the order listed below for impacts to each related activity, a minimum of forty -eight (48) hours before start of any maintenance service.
OPERATION OFFICE TELEPHONE
Start of work, shutdown of work, or
resumption of work after shutdown
Michael Pimental , Facilities
Maintenance Specialist
951-750-2489
David French, Public Works Operations
Manager
951-622-9189
SERVICE HOURS
The Contractor shall be prepared to respond to all requests for service 24 hours per day, 365 days per year including unscheduled or emergency work during the following time periods below. The following service hours shall be the basis for the On -call HVAC Services portion of the Agreement, which is to be provided in the fee schedule attached (See Exhibit “B”):
A. Business Hours: Shall be work performed between 7:00 AM and 5:00 PM, Monday through Friday, excluding legal holidays.
B. Emergency and After-Hour Services: Refers to services/repairs that must be made to continue the uninterrupted operations of the City during regular business hours requiring a response time outside of standard business hours. Work after hours shall be performed after regular business hours, Saturdays, Sundays, or during any City holiday requiring immediate response for any emergency situations that arise.
C. Hours outside the designated regular business hours will be allowed by the City if deemed necessary and approved in advance and in writing by the City's designated representative.
D. Work performed in excess of regular work hours or on weekends or holidays shall be based on the appropriate premium time rate differential. Contractor shall submit a total hourly and rate price for labor that includes, but not be limited to, all costs for labor, overhead charges, travel, and payroll expenses.
a. Contractor shall try to complete work during the service call in order to prevent follow up work. If follow up work is required to correct recent work, including improper repairs, installation, or substandard parts, the City shall not be charged.
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b. If a job cannot be completed during regular business hours and the Contractor can make a temporary repair, the Contractor will be allowed to finish the repair during regular business hours.
RESPONSE TIME
All planned service under this Agreement will be perfo rmed during the City’s regular business hours from 7:00 AM to 5:00 PM, Monday to Friday
A. Preventative Maintenance Service Visits: The Contractor shall notify the Facility Maintenance Specialist a minimum of 48 hours prior to appearing onsite for a preventive maintenance service. Routine services shall be performed from 7:00 a.m. to 5:00 p.m., Monday through Friday.
B. The City expects the Contractor to give “priority” service to any call for repairs in the City.
Contractors responding to this bid must be able to provide service within the times noted below twenty-four (24) hours a day, seven days a week, 365-days a year, including holidays for the duration of this contract.
For the purpose of this Agreement, regular time will be as listed in these specifi cations.
Any emergency services as determined by the City facility personnel will be billed at the rate specified.
A. On-Call Non-Emergency Service Calls: When notified, the Contractor will respond by telephone within thirty (30) minutes after the request is placed. At the discretion of the Facility Maintenance Specialist, the Contractor shall physically respond to repair calls during normal business hours (Monday – Friday, 7:00 a.m. – 5:00 p.m.) within four (4) hours of receiving the call.
B. Repair calls that occur between 5:00 p.m. through 7:00 a.m., or on weekends and holidays, will be billed at the appropriate premium time rate differential. Also, at the discretion of the Facility Maintenance Specialist, the Contractor may sometimes have to provide a written estimate for non-emergency service calls within two (2) days and begin repair work within five (5) days of the original request, if the proposed repairs are approved.
C. Emergency Service Calls: When notified, the Contractor will respond by telephone within thirty (30) minutes after the request is placed and provide service at the affected site within two (2) hours after the request is placed. The Contractor shall provide a twenty- four (24) - hour emergency phone number. The City reserves the right to contract with any vendor in the case of an emergency if no response or untimely response has been made.
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D. Any HVAC system failure considered a matter of public or personal safety shall be treated as an emergency and service shall be provided within two (2) hours of receiving the call; therefore, reliable emergency response and capabilities are critical. The City reserves the right to determine when a call is considered an “emergency”.
E. The Contractor must regularly report to the Facility Maintenance Specialist to keep the City informed of the status of work being done (e.g., date/time/and delays). Time shall be based on actual time spent on the job site(s). Travel charges to the job site will NOT be allowed.
Lunch break time periods will also NOT be allowed to be charged.
TOOLS AND EQUIPMENT
The Contractor shall furnish and maintain all equipment necessary for properly maintaining HVAC systems in City buildings. The City reserves the right to inspect equipment to be used to perform services under this contract. Any equipment determined to be in poor condition must be replaced immediately, at the Contractor’s expense. Failure to provide suitable equipment for carrying out all requirements of th is contract may be grounds for termination.
2)
SERVICE TAG
All technicians shall complete a service tag/sticker and attach it to the serviced equipment after completion of work. The service tag/sticker shall be used to document the following information: the date serviced, the name of the technician(s), and a description of the service(s) performed. The service tag/sticker must contain adequate space to document future repairs and must be placed in a location to prevent weather related damages. The technician shall not place the new service tag over pre-existing service tags, including tags that have previous history and repairs
3)
WARRANTY SERVICE
Contractor material and workmanship guarantee for one (1) year after acceptance. Where parts or material becomes defective during this warranty period, the Contractor shall notify the City so that the warranty may be exercised. The Contractor shall be responsible for exercising maintenance and replacement covered by the warranty.
.
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INVENTORY LIST
Location Type Manufacturer
Name
Model Number
City Hall Packaged Gas/Elec Tempstar PGD360090H001C1 City Hall Packaged Gas/Elec Tempstar PGD360090H001C1 City Hall Packaged Gas/Elec York D1NH060N06525C
City Hall Packaged Gas/Elec York D1NH060N06525C
City Hall Packaged Gas/Elec Daikin DP13GM6009043AA
City Hall Packaged Gas/Elec Daikin DP13GM6009043AA
City Hall Packaged Gas/Elec Trane 4YCC3060A3096BA
City Hall Packaged Gas/Elec Bryant 577CPWC60090NA--
City Hall Packaged Gas/Elec Trane 4YCC3042B1096AA
City Hall Packaged Gas/Elec Tempster PGD330090H001C1
City Hall Packaged Gas/Elec Trane 4YCC3042B1096AA
City Hall Packaged Gas/Elec Trane 4YCC3042B1096AA
City Hall Packaged Gas/Elec York PCG4B601003X2B
City Hall Packaged Gas/Elec Trane 4YCC3060A1096BA
City Hall Split Sys Heat
Pump
Turbo Air CU: TAS-09EHN/O
FC: TAS-9EHN
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Midea CU/FC: MCHS-09NiH1
City Hall Split Sys Heat
Pump
Midea CU/FC: MCHS-22NiH2
City Hall Split Sys Heat
Pump
Samsung CU: AR12JALBWKX
FC: AR12JSAL
City Hall Split Sys Heat
Pump
Dalkin CU: RX12NMVJU
FC: FTX12NMVJU
City Hall Split Sys Heat
Pump
Mr Cool A-24-HP-C-230B
City Hall Split Sys Heat
Pump
Mr. Cool A-24-HP-C-230B
Eddie D. Smith Senior
Center
Packaged Heat
Pump
Carrier 50HCQA06A2A5A0A0A0
-25-
12774-0001\1689919v1.doc
Eddie D. Smith Senior
Center
Packaged Heat
Pump
Carrier 50HCQA06A2A5A0A0A0
Eddie D. Smith Senior
Center
Packaged Heat
Pump
Carrier 50HCQA06A2A5A0A0A0
Eddie D. Smith Senior
Center
Packaged Gas/Elec Carrier 48HCDA06A0A3A0A0A0
Eddie D. Smith Senior
Center
Packaged Gas/Elec Carrier 48HCDA06A0A3A0A0A0
Eddie D. Smith Senior
Center
Packaged Gas/Elec Carrier 48HCDA06A0A3A0A0A0
Eddie D. Smith Senior
Center
Packaged Gas/Elec Carrier 48FCLA05A2A3A0A0A0
Eddie D. Smith Senior
Center
Packaged Gas/Elec Carrier 48FCGA06A2A3A0A0A0
Jurupa Valley
Operations Center
Packaged Gas/Elec Trane YHC092A3ELA00DV
Jurupa Valley
Operations Center
Packaged Gas/Elec Trane 4YCC3018A1040AA
Jurupa Valley
Operations Center
Packaged Gas/Elec Trane YHC063A3ELA00DV
Jurupa Valley
Operations Center
Packaged Gas/Elec Trane YHC072F3ELA0000
Jurupa Valley
Operations Center
Packaged Gas/Elec Trane YHC072F3ELA0000
Jurupa Valley
Operations Center
Split Sys Heat
Pump
EMI RetroAire CU - S1CA6
FC: WLCA
Jurupa Valley
Operations Center
Split Sys Heat
Pump
Trane CU: 2TWB3036
FC: 2TEC3F36
Jurupa Valley
Operations Center
Split Sys Heat
Pump
Trane CU: 2TWB3036
FC: 2TEC3F36
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12774-0001\1689919v1.doc
EXHIBIT B
PAYMENT RATES AND SCHEDULE
1. PREVENTIVE MAINTENANCE SERVICES
Bid
Item
Qty Unit Description Qtrly Cost Annaul
Amount
1. 4 Qtly City Hall
8930 Limonite Ave.
Jurupa Valley, CA 92509
$1,526
$6,104
2. 4 Qtly Eddie D. Smith Senior Center
5888 Mission Blvd.
Jurupa Valley, CA 92509
$872
$3,488
3. 4 Qtly Jurupa Valley Operations Center
(JVOC)
5293 Mission Blvd.
Jurupa Valley, CA 92509
$436
$1,744
TOTAL PREVENTATIVE MAINTNEANCE PROPOSAL ITEMS 1-3
$13,952
2. ON-CALL AND EMERGENCY SERVICES
ITEM UNIT PRICE
Certified Technician – Normal Hours 8:00a.m – 5:00 p.m. Monday - Friday
$129
Certified Technician – After Hours (Weekends & Holidays) 5:00 p.m. – 8:00 a.m.
$149
Certified Technician – Emergency Call Out $189
-27-
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Other (define)
Other (define)
Markup percentage (%), if any, off wholesale invoice cost for materials will be ____15_________%
Markup percentage (%) for rented equipment will be ____20______%
Other:
Other:
Notes:
Request for Proposals
24-25-05
ON-CALL SERVICES FOR HVAC MAINTENANCE & REPAIR
Date of Release: September 17, 2024
APPROVED:
Paul Toor, Public Works Director/City Engineer
City of Jurupa Valley
Public Works Department
8930 Limonite Avenue
Jurupa Valley, CA 92509
Submittal Deadline Date:
October 1, 3:00 p.m.
Contents
INVITATION FOR PROPOSALS ........................................................................................................................ 3 PAPER SUBMISSION ....................................................................................................................................... 3 ELECTRONIC SUBMISSION ............................................................................................................................. 3 PROPOSAL SUBMISSION INSTRUCTIONS ....................................................................................................... 3 TIMELINE ....................................................................................................................................................... 4 BUDGET ......................................................................................................................................................... 4 CONTRACT TERM ........................................................................................................................................... 4 CONTRACTOR REQUIREMENTS ..................................................................................................................... 4 REQUIRED PROPOSAL DOCUMENTS.............................................................................................................. 5 GENERAL TERMS AND CONDITIONS .............................................................................................................. 5 SCOPE OF WORK/SPECIFICATIONS ................................................................................................................ 6 LOCATION OF WORK ................................................................................................................................... 14 NOTIFICATIONS ........................................................................................................................................... 14 SERVICE HOURS ........................................................................................................................................... 14 RESPONSE TIME ........................................................................................................................................... 15 TOOLS AND EQUIPMENT ............................................................................................................................. 16 SERVICE TAG ................................................................................................................................................ 16 WARRANTY SERVICE .................................................................................................................................... 16 PAYMENT..................................................................................................................................................... 16 WAGES PAID TO CONTRACTOR’S WORKERS ............................................................................................... 17 CONTRACT PERIOD, RENEWAL, AND PRICE ADJUSTMENTS ........................................................................ 17 LIST OF DOCUMENTS AFFIXED .................................................................................................................... 17 INVENTORY LIST .......................................................................................................................................... 18 EXHIBIT A – CONTRACTORS QUALIFICATIONS AND REFERENCES ............................................................... 20 EXHIBIT B – HVAC MAINTNENACE AND REPAIR BID PRICING ..................................................................... 21 EXHIBIT C – PROPOSER SIGNITURE PAGE .................................................................................................... 22 EXHIBIT D – NON-COLLUSION DECLARATION .............................................................................................. 24 EXHIBIT E – INSURANCE ACKNOWLEDGEMENT .......................................................................................... 27 EXHIBIT F – CITY OF JURUPA VALLEY AGREEMENT ..................................................................................... 28
CITY OF JURUPA VALLEY
REQUEST FOR PROPOSAL
INVITATION FOR PROPOSALS
The City of Jurupa Valley (City) requests proposals from qualified electrical contractors to provide on-call services. The purpose of this Request for Proposals (RFP) is to select the most qualified contractor to provide the services on an as-needed basis. Should an award be made, the selected contractor will enter into an agreement with the City of Jurupa Valley to provide the services.
Proposals will be accepted at Jurupa Valley City Hall or online through PlanetBids until 3:00 p.m. on September 30, 2024. Proposers should select one method for submission.
PAPER SUBMISSION
If submitting in paper format, proposals will be accepted at Jurupa Valley City Hall, located at 8930 Limonite Avenue, Jurupa Valley, CA 92509. Please provide the original proposal and two (2) additional printed copies and one (1) electronic version on a USB-drive. Late proposals will not be accepted and will be returned, unopened, to the applicant. Sealed proposals should be clearly identified on the outside of the envelope:
City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
Proposal for On-Call Services for HVAC Maintenance & Repair Attention: Rebecca Abeyta, Purchasing Analyst
PlanetBids will be the primary tool to administer this RFP and all communication, including responses to questions and addenda, will be made exclusively through PlanetBids. No faxes or emails will be accepted.
The applicant shall deliver the original proposal, two additional copies, and electronic copy to the above- stated address. Costs for preparing the proposal shall be borne by the proposing firm.
ELECTRONIC SUBMISSION
If submitting electronically, proposals will be accepted online through the City of Jurupa Valley’s PlanetBids public portal. Late proposals will not be accepted and will be automatically rejected through the PlanetBids system.
Public Portal: https://www.planetbids.com/portal/portal.cfm?CompanyID=26879
PROPOSAL SUBMISSION INSTRUCTIONS
All proposals must be properly signed by an authorized representative of the company with the legal capacity to bind the company to the contractual agreement. In addition, the Proposer’s authorized signature of the proposal assures the company’s understanding of the intent to enter into a contract for
services with the City of Jurupa Valley. The cost of developing the proposal is the sole responsibility of the Proposer. All submitted proposals become the property of the City of Jurupa Valley.
Proposals may be withdrawn up to the date and time set for closing upon written or e -mailed notice to the City. Negligence upon the part of the Proposer in preparing their proposal shall not constitute a right to withdraw a proposal subsequent to proposal opening. A conditional or unqualified proposal may be cause for rejection. Only proposals properly received will be accepted.
TIMELINE
The following is the City’s tentative schedule for the selection of a firm. All times in Pacific Standard Time (PST).
1. Request for Proposal: September 17, 2024
2. Deadline for Questions: September 24, 2024 3:00 p.m.
3. Deadline for Submitting RFP: October 01, 2024 3:00 p.m.
4. Anticipated Award of Contract: October/November 2024
BUDGET
The City anticipates awarding Contractor not to exceed $50,000.00 annually.
CONTRACT TERM
The City is seeking to award this contract for an initial term of three (3) years, with two (2) one (1) year extension period at the option of the City. The City shall not be required to provide “cause” or any reason whatsoever should the City elect not to renew. The agreement term and all extensions thereto shall not exceed a total of five (5) years.
CONTRACTOR REQUIREMENTS
For all work at various workplace locations throughout the City of Jurupa Valley, the successful Contractor must adhere to the following:
A. Contractor must possess a C-20 Contractor License in the State of California.
B. Contractor and/or sub-Contractor (upon City approval) must possess the proper Contractor license issued by the State of California for each craft needed to execute the contract.
C. Provide to the City a certificate of liability insurance form listing “the City of Jurupa Valley” as additional insured and proof of Workers’ Compensation Insurance for his/her employees as required by the proposed Agreement.
D. Pay his/her employees the general prevailing rate of wages for each craft or type of workman or mechanic needed to execute the contract as required by the proposed Agreement.
REQUIRED PROPOSAL DOCUMENTS
Contractor wishing to have their proposals considered for these services shall submit the following attachments as a minimum:
i. Exhibit A: Contractors Qualifications and References
ii. Exhibit B: HVAC Maintenance & Repair Bid Pricing
iii. Exhibit C: Proposer’s Signature Page
iv. Exhibit D: Completed Non-Collusion Declaration
v. Exhibit E: Insurance Acknowledgement
vi. Photocopies of Company’s licenses and/or certifications
GENERAL TERMS AND CONDITIONS
A. All Proposers must be properly licensed and/or registered in the State of California for the services performed. If a Service Item is being performed which requires a unique license or registration, only the person(s) who maintains that unique license or registration may perform that Service Item.
B. The City will require a Business Registration Certificate within ten (10) days of award of the contract.
C. Proposer agrees that by submitting its proposal as set forth in its proposal form, the proposal price will remain in effect through the initial three (3) year term.
D. The amount of work may vary under this invitation.
E. By seeking proposals from qualified contractors on an as-needed basis, the City does not represent that it will utilize the Contractor services any guaranteed number of times over the course of the contract.
F. Contractor shall be knowledgeable and comply with all federal, state, and local laws, rules, and regulations and ordinances that may be applicable to the operation of equipment provided by Contractor for On-Call Electrical Services.
G. Proposer shall provide documented evidence of having completed projects of a similar nature to the project being proposed. Proposer may be required to submit references of previous projects for which the City will verify.
H. Contractor’s employees shall not be deemed City employees and shall work under Contractors control and supervision. The Contractor employees shall not acquire any rights or benefits provided for the employees of the City of Jurupa Valley. However, the Contractor supervisors
shall in the performance of services herein, comply with the written or verbal instructions received from the Public Works Director or his/her designee.
I. The Contractor and their personnel are required to adhere to all Federal, State, and local laws that apply to the provisions of the services under this Contract, as well as those laws that regulate the general public.
SCOPE OF WORK/SPECIFICATIONS
It shall be the Contractor’s responsibility to develop and implement a routine maintenance program to effectively maintain, to the satisfaction of the City representative, all aspects of HVAC systems in City commercial facilities. For the purpose of this contract, routine preventative HVAC maintenance shall be defined as quarterly scheduled routine inspection and proactive servicing of HVAC systems to facilitate heating/cooling with a minimal downtime. On-call, as-needed services (24 hours, 7 days a week, 365 days per year) will be for unplanned, and/or emergency repair services, as listed in the Service Specifications.
The routine maintenance and all repairs shall be provided in accordance with the highest standards of the industry, skill, workmanship, applicable trade practices, meet warranties and in conformance to all applicable laws, codes, and regulation. The Contractor’s maintenance program and repairs shall, at a minimum, include but not limited to the specifications outlined herein.
Preventative maintenance duties described in this Scope of Work are to be performed on the HVAC equipment at the following locations in Jurupa Valley:
1. City Hall – (8930 Limonite Ave)
2. Jurupa Valley Operations Center – (5293 Mission Blvd)
3. Senior Center – (5888 Mission Blvd)
4. Food Pantry – (5626 Mission Blvd)
A. SERVICE SPECIFICATIONS
Preventive maintenance will include any and all costs for providing the necessary labor, tools, equipment, mobilization/demobilization, licenses and incidental materials such as fluids, belts and filters, etc. per the Preventive Maintenance lists below to test, maintain, and diagnose the specified HVAC equipment, including but not limited to air flow analysis, water flow, delta T, humidity, Freon and electronic conditions.
Preventive Maintenance activities shall also specifically include but not limited to the following:
1. Test and Inspection – All labor to visually inspect and search for worn, failed and/or doubtful parts. Visually check coil surfaces, fan blades, fan belts, couplings, equipment housings, motor mounts, dampers, valves, fluid levels, VAV boxes, heat exchangers, etc. Make recommendations to the City of any necessary replacements and/or adjustments.
2. Preventative Maintenance and Predictive Maintenance – Labor to perform preventive maintenance on the equipment included. Maintenance intervals for systems and equipment are determined by run time, system use, application, location, and manufacturer’s recommendations.
3. Consumable Materials – Normal consumable materials and supplies, such as lubricants, grease, towels/rags, wire nuts, cleaning solutions, oil and clean -up materials.
4. Air Filter Media and Service – Includes regular air filter changing per the manufacturer’s specifications. Includes monitoring of air filter conditions. Should additional changes be required, Air Filter Media and Service includes notifying the City of any recommended adjustments to the maintenance program.
5. Coil Service – Two (2) Semi-annual cleaning of each condenser coil during the contract year and or per manufacture’s recommendations. Should additional cleaning be required, Coil Service includes notifying the City of any necessary adjustments to this program.
6. Belt Service – This agreement will include one (1) annual belt change for each belt in the system at the beginning of the contract year or per the manufacturer’s recommendations. Should additional belt changes be required, Belt Service includes notifying the City of any necessary adjustments to this program.
B. PREVENTATIVE MAINTENANCE HVAC SERVICES
1) Quarterly Service Activities: Along with Preventive Maintenance Regularly Scheduled Activities (see section below), the Quarterly Service Activities will be the City’s primary maintenance program normally scheduled during the month of January for the first quarter, April for the second, July for the third and October for the fourth unless otherwise specified by the Maintenance Supervisor or Authorized City Representative a) Spring Inspection / Service: The Contractor shall schedule and perform a Pre-Cooling season maintenance service call. The following services shall be performed
b) In addition to Preventive Maintenance Regularly Scheduled Activities:
(1) Cycle units and check pressures and refrigerant charge (2) Ensure condensate lines are clean and pump is working properly (3) Visually inspect all wiring
(4) Check and clean the indoor and outdoor coil if needed (5) Replace filters, inspect belts, replace as needed
c) Summer Inspection / Service: The Contractor shall schedule and perform the following in addition to Preventive Maintenance Regularly Scheduled Activities:
(1) Replace filters, inspect belts, replace as needed
(2) Visually inspect all wiring
d) Fall Inspection / Service: The Contractor shall schedule and perform a Pre- Heating season maintenance service call. The following services shall be performed in addition to Preventive Maintenance Regularly Scheduled Activities:
Cycle and check each unit for proper heating operation
(1) Check and clean pilot lights and bearings if needed (2) Replace filters, inspect belts, replace as needed
(3) Visually inspect all wiring
(4) Inspect and service or repair gas radiant tube and space heaters
e) Winter Inspection / Service: The Contractor shall schedule and perform the following services in addition to Preventive Maintenance Regularly Scheduled Activities:
(1) Replace filters, inspect belts, replace as needed
(2) Visually inspect all wiring
f) Preventive Maintenance Regularly Scheduled Activities: Preventive Maintenance shall be comprehensive and consists (at a minimum) of the following:
(1) Both Heating and Air Conditioning Equipment
(a) Check with Facility Maintenance Specialist for operational deficiencies (b) Check area around equipment
(c) Examine each piece of equipment and device to see that it is functioning properly and is in good operational condition
(d) Clean all components of dust, old lubricants, etc. to allow the equipment to function as designed
(e) Lubricate all equipment where needed to permit bearings, ears, and all contact wearing points to operate freely and without undue wear (f) Adjust all linkages, motors, drives, etc. that have drifted from the initial design settings and positions
(g) Calibrate all sensing, monitoring, output, safety, and readout devices for proper ranges, settings, and optimum efficiencies
(h) Check system thermostat operation, temperature and pressure controls and adjust as necessary
(i) Inspect and tighten all electrical connections
(j) Check for proper voltage and amp draw
(k) Inspect safeties
(l) Inspect all contract and relays
(m) Inspect all wiring for chafing, burning, or deteriorated insulation (n) Inspect all breakers
(o) Inspect capacitors
(p) Check rain guards
(q) Check insulation and clamps
(r) Check and adjust dampers
(s) Lubricate all motors, bearings, and any other moving parts (t) Inspect air filters and clear or replace as necessary (City to provide) (u) Check all applicable belts, for proper condition; replace all belts once at the beginning of each contract year and then as necessary
(v) Check all applicable belt tension and adjust as necessary (w) Check drives and pulleys for tightness and alignment
(x) Inspect fan control
(y) Inspect and adjust all valves
(z) Inspect oil in compressors and add if necessary
(aa)Wash fans at beginning of each contract year
(bb) Any applicable VAV Boxes are to be serviced once per year (cc) Check for unusual noises, vibration and wear
(dd) Carry out other preventive maintenance procedure recommended by the equipment manufacturers
(ee)Test and cycle all equipment as a system after it has been cleaned, lubricated, adjusted, and calibrated, to see that it is in good operational condition and at optimum efficiency
(ff) Provide itemized checklist documentation of preventive maintenance activities per location and report observations and any unusual or out of scope conditions to the Maintenance Supervisor
(gg) Recommend the repair of the device by the addition of replacement parts, should the described maintenance not be adequate
(hh) Recommend the replacement of the device if needed, in view of its condition, age, and cost of previous and subsequent repair (ii) Provide service tag on all service units, containing the information listed per these specifications
(2) Heating Equipment
(a) Inspect all pilot lights and operation of the ignition system (b) Inspect and clean the flame sensor
(c) Inspect and adjust burner assembly
(d) inspect flue pipe, diverter and flue connections
(e) Inspect the heat exchanger
(f) Inspect heating coils
(g) Inspect temperature rise
(h) Inspect furnace safety controls
(i) Inspect fuel input
(j) Inspect for gas leaks
(k) Inspect gas valve operation
(l) Inspect gas pressure and set factory specifications (m) Inspect backup heat elements
(n) Inspect sequencer operation
(o) Inspect actual amperage draw on motors
(p) Inspect actual voltage to the unit
(q) Inspect oil filer and oil pressure switches
(r) Inspect all high limits and safety controls
(s) Inspect reversing valve operation
(t) Inspect valves, step traps and belts
(u) Inspect flue pipe, diverter and flue connections
(v) Inspect any applicable hot water heaters, boilers and related pumps.
Inspection shall include annual tune-up of burners and cleaning of boilers as required
(3) Air Conditioning Equipment
(a) Check refrigerant systems for leaks and operation
(b) Inspect temperature drop
(c) Check condenser general operation and condition and clean condenser coil thoroughly at the beginning of each contract year and then as necessary (i) Check for scaling or corrosion of water -cooled condensers, clean as required
(ii) Check condition of air-cooled condensers, clean as required (d) Check and adjust condensate pumps and drains as necessary (e) Inspect and clean condensate drain pan, drains, and traps to ensure proper draining. Inform the Facility Maintenance Specialist of unusual or discolored drain pan accumulations
(f) Inspect condenser fans – blade conditions, clearances, etc. (g) Lubricate condenser fan motors and bearings
(h) Inspect amp and voltage draw
(i) Inspect evaporator coils and clean at the beginning of each contract year, then as necessary
(j) Inspect evaporator drip pan, drains, and filters
(k) Inspect all compressors and starter – contacts and free movement (l) Inspect compressor general operation and condition, oil level, head pressure and suction pressures
(m) Inspect refrigerant pressure and change
(n) Inspect refrigerant system for leaks and for potential leak points – chafing lines, cap tubes, etc.
(o) Record amount of refrigerant, if applicable:
(i) Removed from system and amount replaced
(p) Inspect unit disconnect system
(i) Record unit voltage – rated , and actual
(q) Inspect “economizer”, if applicable
(r) Megohm or oil test compressors – record readings
(s) Inspect compressor terminals
(t) Inspect disconnect power box
(u) Inspect all coils for cleanliness, fin condition
(v) Check for leaks in air supply if applicable
(w) Inspect the system to avoid the correct freeze up
(4) Air Handlers
(a) Check and change filters as necessary
(b) Replace all belts one time per year
(c) Check drive components for wear and alignment
(d) Check blower wheels – conditions and cleanliness
(e) Inspect blower housing, deck mountings – cracks, loose bolts, etc. (f) Check fan bearings
(g) Check blower bearings
(h) Check blower motor bearings
(i) Lubricate all bearings at least once at the beginning of each contract year and then as necessary
(j) Record supply fan amperage – rated , actual
(k) Record return fan amperage – rated , actual
(l) Inspect all wiring for chafing, burning, deteriorated insulation (m) Record overall condition of equipment
(n) Check heat and cooling coils for cleanliness and clean if needed (5) Residential Refrigerant Type A/C Units, Heat Pumps
(a) Check economizer operation
(b) Check compressor crankcase heater(s)
(c) Record:
Compressor voltage
(i) Compressor amperage
(ii) Operating suction pressure
(iii) Operating head pressure
(iv) Operating superheat
(v) Operating oil level
(vi) Operating oil pressure
iv. Check unloader function, if applicable
v. Check hot gas bypass function, if applicable
vi. Check all controls for proper function and set points vii. Check and record discharge air temperature
viii.Record overall condition of equipment
(6) Forced Hot Air Heaters, Gas
(a) Check combustion controls
(b) Check room air intake system
(c) Check contacts
(d) Check mercury bulbs
(e) Inspect all wiring for chafing, burning and deteriorate insulation (f) Clean internal surfaces, if necessary
(g) Clean external surfaces
(h) Clean burner assembly, if necessary
(i) Clean fireside
(j) Clean flue
(k) Inspect refactory
(l) Prepare heater for winter conditions
(m) Do efficiency test and record
(n) Log heater condition at departure
(7) Controls – Temperature, Humidity HVAC Sensors
(a) Check alarms
(b) Check the operation of all controls, thermostats, starters, relays, pressure switches, disconnect switches and fuses
(c) Perform programming adjustments where needed
(d) Clean where needed
(e) Check for any overrides
(f) Check set points, make adjustments where needed
(g) Check contacts and relays, clean or tighten contact where needed (h) Check thermostats, calibrate if needed
(i) Check sensors and adjust if needed
g) Indoor and Outdoor Coil cleaning is to be completed on a bi-annual basis (twice per year), regularly scheduled in April and October, unless otherwise specified by the Facility Maintenance Specialist or Authorized City Representative. h) Annual Maintenance - Contractor will perform scheduled annual preventive maintenance in accordance equipment manufacturer’s instructions and recommendations, with a program of standard routines as determined by your experience, equipment application, and equipment operating hours and location. This service is designed to optimize the reliability and efficiency of the equipment, extend the useful life of the City’s equipment, and provide proactive indications of excessive wear and damage to HVAC systems before a catastrophic failure occurs during the next operating season. i) Contractor will troubleshoot and/or diagnose HVAC/Mechanical problems and recommend emergency or routine repair programs as required. Contractor will also provide recommendations for additional service(s) that will better enhance equipment performance. Annual Maintenance and repairs will be performed on an hourly basis under the On-call HVAC Services portion of the Agreement. Services include, but not limited to:
(1) Water Treatment Services – Contractor will include all chemicals, equipment, piping, etc., needed for installation, setup and normal operational use to minimize repair and maintenance costs that are associated with scale, corrosion, micro - biological contamination or fouling, while also improving heat transfer and reducing energy costs. This will include any equipment and peripherals needed to connect to any existing City system and/or equipment, such as a computer or LAN system. Contractor will provide chemical feed equipment and deliver treatment chemicals to point of feed. Contractor must maintain City safety standards.
Contractor will provide chemical feed equipment capable of accepting chemicals at the feed mechanism without spills and capable of providing backup containment in the event that the chemical container itself leaks.
(a) Eddy Current Testing – Contractor will perform non-destructive eddy current tests on the chiller equipment listed. Testing will be conducted on the condenser and evaporator tub bundles every other year, with the first test completed within six (6) months of the Agreement being executed and every other year thereafter. A report will be submitted on each piece of equipment tested identifying the procedures used to test the equipment, the equipment, calibration methods, test results with description of any abnormal conditions that may exist, recommendations and photographs of the equipment, tubes and tube sheets.
(b) Oil Analysis – Contractor will perform oil analysis on equipment listed. Testing will be conducted every other year, with the first test completed within six (6) months of the Agreement being executed and every other year thereafter. A report will be submitted on sample tested identifying the test date, chiller location, manufacturer, model system, serial number, oil type, and oil information, test results with description of any abnormal conditions that may exist and recommendations.
(c) Vibration Analysis – Contractor will perform vibration analysis on equipment listed. Testing will be conducted every other year, with the first test
completed within six (6) months of the Agreement being executed and every other year thereafter. A report will be submitted on each piece of equipment tested identifying the procedures used to test the equipment, the equipment, calibration methods, and test results with description of any abnormal conditions that may exist, recommendations and photographs of the equipment.
C. ON-CALL HVAC SERVICES
On-call Non-Emergency and Emergency HVAC Service calls shall be performed on a 24-hour, 7- day- a-week basis, and unrelated to preventive maintenance activities. The On- call Services bid item will provide qualified manpower and equipment on an hourly basis to perform routine HVAC/Mechanical repairs or replacements that do not fall under the description of Preventive Maintenance.
1) On-call Non -Emergency HVAC Service Calls: When notified, the Contractor will respond by telephone within thirty (30) minutes after the request is placed. At the discretion of the Facility Maintenance Specialist, the Contractor shall physically respond to repair calls during normal business hours (Monday – Friday, 7:00 a.m. – 5:00 p.m.) within four (4) hours of receiving the call. Repair calls that occur between 5:00 p.m. through 7:00 a.m., or on weekends and holidays, will be billed at the appropriate premium time rate differential. The Contractor has to provide a written estimate for non -emergency service calls within two (2) days and begin repair work within five (5) days of the original request if the proposed repairs are approved.
a) The Public Works Operations Manager will authorize all non -emergency work. The Contractor will provide written “not -to-exceed” estimates on all non - emergency work that conforms to Section 4.8. The estimate will include the number of hours, hourly rate, number and type of employees required, estimated material cost and completion date. b) It will be the Contractor’s responsibility to ensure they have all information to prepare accurate estimates, at no additional cost to the City.
c) Work will only be performed with the City’s written authorization within the time agreed upon between the City and the Contractor. Upon authorization, actual work will not exceed the Contractor’s estimate. Unreasonable estimates will be deemed cause to terminate this contract.
2) Emergency HVAC Service Calls: When notified, the contractor will respond by telephone within thirty (30) minutes and provide service at the affected site within two hours after the request is placed. The Contractor shall provide a twenty -four (24)- hour emergency phone number.
The City reserves the right to contract with any vendor in the case of an emergency if no response or untimely response has been made by the contractor.
a) The Public Works Operations Manager will authorize all emergency work.
D. INITIAL SERVICES
1) First Preventative Maintenance Visit: The Contractor shall make arrangements with the Facility Maintenance Specialist, once the contract is awarded, to perform the Preventative Maintenance seasonal service visit necessary for the current time of the year, within four
weeks of the contract documents being completed. The Contractor shall then provide a preventive maintenance and inspections program covering all City HVAC equipment to the Maintenance Supervisor, within ten (10) calendar days of the first service visit. The remaining quarterly visits shall then be scheduled as listed herein or as determined by both parties. 2) First Preventive Maintenance Visit Inventory: The first service for each unit will include confirmation, in writing, of each unit’s location, type, model number, serial number, size and filter. The Contractor shall manually write -in any updates/changes needed for the HVAC Equipment Inventory in Attachment “C” and submit it to the Facility Maintenance Specialist within four (4) months from the contract being executed. Contractor shall submit updated inventory list to the Facility Maintenance Specialist annually at the beginning of the contract year.
LOCATION OF WORK
Preventative maintenance services shall be provided at any City-owned facilities as necessary and as determined by City staff. City facilities include but are not limited to those listed in Section 3.1.
For On-call Services, the Facility Maintenance Specialist shall inform the Contractor, during the contractor’s callback for the on-call request, for the specific City location(s) requiring on-call work.
NOTIFICATIONS
The Contractor will notify at least one City representative in the order listed below for impacts to each related activity, a minimum of forty-eight (48) hours before start of any maintenance service.
OPERATION OFFICE TELEPHONE
Start of work, shutdown of work, or
resumption of work after shutdown
Michael Pimentel , Facilities
Maintenance Specialist
David French, Public Works Operations
Manager
951-750-2489
951-622-9189
SERVICE HOURS
The Contractor shall be prepared to respond to all requests for service 24 hours per day, 365 days per year including unscheduled or emergency work during the following time periods below. The following service hours shall be the basis for the On-call HVAC Services portion of the Agreement, which is to be provided in the fee schedule attached (See Exhibit “B”):
A. Business Hours: Shall be work performed between 7:00 AM and 5:00 PM, Monday through Friday, excluding legal holidays.
B. Emergency and After-Hour Services: Refers to services/repairs that must be made to continue the uninterrupted operations of the City during regular business hours requiring a response time outside of standard business hours. Work after hours shall be performed after regular business hours,
Saturdays, Sundays, or during any City holiday requiring immediate response for any emergency situations that arise.
C. Hours outside the designated regular business hours will be allowed by the City if deemed necessary and approved in advance and in writing by the City's designated representative.
D. Work performed in excess of regular work hours or on weekends or holidays shall be based on the appropriate premium time rate differential. Contractor shall submit a total hourly and rate price for labor that includes, but not be limited to, all costs for labor, overhead charges, travel, and payroll expenses.
a. Contractor shall try to complete work during the service call in order to prevent follow up work. If follow up work is required to correct recent work, including improper repairs, installation, or substandard parts, the City shall not be charged. b. If a job cannot be completed during regular business hours and the Contractor can make a temporary repair, the Contractor will be allowed to finish the repair during regular business hours.
RESPONSE TIME
All planned service under this Agreement will be performed during the City’s regular business hours from 7:00 AM to 5:00 PM, Monday to Friday
A. Preventative Maintenance Service Visits: The Contractor shall notify the Facility Maintenance Specialist a minimum of 48 hours prior to appearing onsite for a preventive maintenance service.
Routine services shall be performed from 7:00 a.m. to 5:00 p.m., Monday through Friday.
B. The City expects the Contractor to give “priority” service to any call for repairs in the City.
Contractors responding to this bid must be able to provide service within the times noted below twenty-four (24) hours a day, seven days a week, 365-days a year, including holidays for the duration of this contract.
For the purpose of this Agreement, regular time will be as listed in these specifications. Any emergency services as determined by the City facility personnel will be billed at the rate specified.
A. On-Call Non-Emergency Service Calls: When notified, the Contractor will respond by telephone within thirty (30) minutes after the request is placed. At the discretion of the Facility Maintenance Specialist, the Contractor shall physically respond to repair calls during normal business hours (Monday – Friday, 7:00 a.m. – 5:00 p.m.) within four (4) hours of receiving the call.
B. Repair calls that occur between 5:00 p.m. through 7:00 a.m., or on weekends and holidays, will be billed at the appropriate premium time rate differential. Also, at the discretion of the Facility Maintenance Specialist, the Contractor may sometimes have to provide a written estimate for non- emergency service calls within two (2) days and begin repair work within five (5) days of the original request, if the proposed repairs are approved.
C. Emergency Service Calls: When notified, the Contractor will respond by telephone within thirty (30) minutes after the request is placed and provide service at the affected site within two (2) hours after
the request is placed. The Contractor shall provide a twenty- four (24) -hour emergency phone number. The City reserves the right to contract with any vendor in the case of an emergency if no response or untimely response has been made.
D. Any HVAC system failure considered a matter of public or personal safety shall be treated as an emergency and service shall be provided within two (2) hours of receiving the call; therefore, reliable emergency response and capabilities are critical. The City reserves the right to determine when a call is considered an “emergency”.
E. The Contractor must regularly report to the Facility Maintenance Specialist to keep the City informed of the status of work being done (e.g., date/time/and delays). Time shall be based on actual time spent on the job site(s). Travel charges to the job site will NOT be allowed. Lunch break time periods will also NOT be allowed to be charged.
TOOLS AND EQUIPMENT
The Contractor shall furnish and maintain all equipment necessary for properly maintaining HVAC systems in City buildings. The City reserves the right to inspect equipment to be used to perform services under this contract. Any equipment determined to be in poor condition must be replaced immediately, at the Contractor’s expense. Failure to provide suitable equipment for carrying out all requirements of this contract may be grounds for termination.
SERVICE TAG
All technicians shall complete a service tag/sticker and attach it to the serviced equipment after completion of work. The service tag/sticker shall be used to document the following information:
the date serviced, the name of the technician(s), and a description of the service(s) performed.
The service tag/sticker must contain adequate space to document future repairs and must be placed in a location to prevent weather related damages . The technician shall not place the new service tag over pre-existing service tags, including tags that have previous history and repairs
WARRANTY SERVICE
Contractor material and workmanship guarantee for one (1) year after acceptance. Where parts or material becomes defective during this warranty period, the Contractor shall notify the City so that the warranty may be exercised. The Contractor shall be responsible for exercising maintenance and replacement covered by the warranty.
PAYMENT
All payment will be made within thirty (30) days after an invoice has been approved for payment by the City’s designated representative. Copies of all invoices for supplies, materials, and installed equipment should be included with the sent invoice. For cost accounting purposes, the invoice should be emailed to the City’s accounts payable at [email protected].
WAGES PAID TO CONTRACTOR’S WORKERS
Pursuant to California Labor Code Article 2, Wages, Section 1770 et seq., the work described herein is a “public work” as defined by this Article of the Labor Code and requires payment of prevailing wages pursuant to Labor Code Section 1771. Contractors are advised to familiarize themselves with this provision and with Department of Industrial Relations opinions and interpretations relative to traffic signal maintenance. Failure to comply with Labor Code 2, Wages, of the Labor Code may result in imposition of statutory penalties enumerated in Labor Code Section 1775.
CONTRACT PERIOD, RENEWAL, AND PRICE ADJUSTMENTS
The facilities HVAC contract will be for three (3) years. This contract may be extended by the City for additional two (2) years after the initial contract period. Before the contract renewal period, the maximum total hourly rate increase for that contract period may be increased up to 5% from the preceding term based on approval by the City. The City in its discretion may base increases in the contract price on relevant fluctuations in the Construction Price Index (“CPI”) for the Riverside-San Bernardino-Ontario metropolitan area.
LIST OF DOCUMENTS AFFIXED
The following six (6) exhibits are attached to this RFP. Exhibits A through D must be completed in their entirety for the proposing firm to be considered responsive to this RFP. If proposer is selected, Exhibit F must be fully executed prior to submission of Agreement to City Council.
Exhibit A. Contract Qualifications & References
Exhibit B. HVAC Maintenance & Repair Bid Pricing
Exhibit C. Proposer Signature Page
Exhibit D. Non-Collusion Declaration
Exhibit E. Insurance Acknowledgment
Exhibit F. City of Jurupa Valley Agreement for On-Call Services for Electric Work
20 INVENTORY LIST
INVENTORY LIST
Location Type Manufacturer
Name
Model Number
City Hall Packaged
Gas/Elec
Tempstar PGD360090H001C1
City Hall Packaged
Gas/Elec
Tempstar PGD360090H001C1
City Hall Packaged
Gas/Elec
York D1NH060N06525C
City Hall Packaged
Gas/Elec
York D1NH060N06525C
City Hall Packaged
Gas/Elec
Daikin DP13GM6009043AA
City Hall Packaged
Gas/Elec
Daikin DP13GM6009043AA
City Hall Packaged
Gas/Elec
Trane 4YCC3060A3096BA
City Hall Packaged
Gas/Elec
Bryant 577CPWC60090NA--
City Hall Packaged
Gas/Elec
Trane 4YCC3042B1096AA
City Hall Packaged
Gas/Elec
Tempster PGD330090H001C1
City Hall Packaged
Gas/Elec
Trane 4YCC3042B1096AA
City Hall Packaged
Gas/Elec
Trane 4YCC3042B1096AA
20 City Hall Packaged
Gas/Elec
York PCG4B601003X2B
City Hall Packaged
Gas/Elec
Trane 4YCC3060A1096BA
City Hall Split Sys Heat
Pump
Turbo Air CU: TAS-09EHN/O FC:
TAS-9EHN
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093 FC:
Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093
FC: Quietside QSHC-093
City Hall Split Sys Heat
Pump
Samsung CU: Quietside QSHC-093 FC:
Quietside QSHC-093
City Hall Split Sys Heat
Pump
Midea CU/FC: MCHS-09NiH1
City Hall Split Sys Heat
Pump
Midea CU/FC: MCHS-22NiH2
City Hall Split Sys Heat
Pump
Samsung CU: AR12JALBWKX
FC: AR12JSAL
City Hall Split Sys Heat
Pump
Dalkin CU: RX12NMVJU
FC: FTX12NMVJU
City Hall Split Sys Heat
Pump
Mr Cool A-24-HP-C-230B
City Hall Split Sys Heat
Pump
Mr. Cool A-24-HP-C-230B
Eddie D. Smith Senior
Center
Packaged Heat Pump Carrier 50HCQA06A2A5A0A0A0
Eddie D. Smith Senior
Center
Packaged Heat
Pump
Carrier 50HCQA06A2A5A0A0A0
Eddie D. Smith Senior
Center
Packaged Heat
Pump
Carrier 50HCQA06A2A5A0A0A0
Eddie D. Smith Senior
Center
Packaged
Gas/Elec
Carrier 48HCDA06A0A3A0A0A0
Eddie D. Smith Senior
Center
Packaged
Gas/Elec
Carrier 48HCDA06A0A3A0A0A0
Eddie D. Smith Senior
Center
Packaged
Gas/Elec
Carrier 48HCDA06A0A3A0A0A0
Eddie D. Smith Senior
Center
Packaged
Gas/Elec
Carrier 48FCLA05A2A3A0A0A0
Eddie D. Smith Senior
Center
Packaged
Gas/Elec
Carrier 48FCGA06A2A3A0A0A0
Jurupa Valley
Operations Center
Packaged
Gas/Elec
Trane YHC092A3ELA00DV
Jurupa Valley
Operations Center
Packaged
Gas/Elec
Trane 4YCC3018A1040AA
20 Jurupa Valley
Operations Center
Packaged
Gas/Elec
Trane YHC063A3ELA00DV
Jurupa Valley
Operations Center
Packaged
Gas/Elec
Trane YHC072F3ELA0000
Jurupa Valley
Operations Center
Packaged
Gas/Elec
Trane YHC072F3ELA0000
Jurupa Valley
Operations Center
Split Sys Heat
Pump
EMI RetroAire CU - S1CA6 FC:
WLCA
Jurupa Valley
Operations Center
Split Sys Heat
Pump
Trane CU: 2TWB3036
FC: 2TEC3F36
Jurupa Valley
Operations Center
Split Sys Heat
Pump
Trane CU: 2TWB3036
FC: 2TEC3F36
Food Pantry Packaged
Gas/Elec
Unknown Unknown
Food Pantry Packaged
Gas/Elec
Unknown Unknown
Food Pantry Packaged
Gas/Elec
Unknown Unknown
Food Pantry Packaged
Gas/Elec
Unknown Unknown
20 20
20 EXHIBIT A
CONTRACTORS QUALIFICATIONS AND REFERENCES
Name of Contractor:
THE CONTRACTOR SHALL COMPLETE THE FOLLOWING STATEMENTS:
1. The Contractor has been engaged in the contracting business, under the present business name for years.
2. Experience in work of a nature similar to that covered in the proposal documents extends over a period of years.
3. The following maintenance contracts have been satisfactorily completed in the last three (3) years for the persons, firms or authorities indicated:
YEAR TYPE OF WORK CONTRACT AMOUNT LOCATION AND FOR WHOM
PERFORMED
(a)
(b)
(c)
4. The following person may be contacted for information concerning the contract work listed above (list a reference for each contract named):
NAME/TITLE ADDRESS TELEPHONE
(a)
(b)
(c)
5. The following maintenance contracts are no longer current but have been satisfactorily completed in the last five (5) years for the persons, firms or authorities indicated:
YEAR TYPE OF WORK CONTRACT AMOUNT LOCATION AND FOR WHOM
PERFORMED
(a)
(b)
(c)
20 EXHIBIT B
HVAC MAINTENANCE & REPAIR BID PRICING
Company Name: -
1) PREVENTIVE MAINTENANCE (Bid Table 1 of 2)
Bid Item Qty Unit Description Unit Cost Total Amount
1. 4 Qtly City Hall
8930 Limonite Ave.
Jurupa Valley, CA 92509
$
$
2. 4 Qtly Eddie D. Smith Senior Center
5888 Mission Blvd.
Jurupa Valley, CA 92509
$
$
3. 4 Qtly Jurupa Valley Operations Center (JVOC)
5293 Mission Blvd.
Jurupa Valley, CA 92509
$
$
4. 4 Qtly Food Pantry
5626 Mission Blvd.
Jurupa Valley, CA 92509
$
$
TOTAL PREVENTATIVE MAINTNEANCE PROPOSAL ITEMS 1-4
$
TOTAL PREVENTIVE MAINTENANCE BID WRITTEN IN WORDS:
20 2) ON-CALL AND EMERGENCY SERVICES
ITEM UNIT PRICE
Certified Technician – Normal Hours 8:00a.m – 5:00 p.m. Monday - Friday Certified Technician – After Hours (Weekends & Holidays) 5:00 p.m. – 8:00 a.m.
Certified Technician – Emergency Call Out
Other (define)
Other (define)
Markup percentage (%), if any, off wholesale invoice cost for materials will be %
Markup percentage (%) for rented equipment will be %
Other:
Other:
Notes:
EXHIBIT C
20 PROPOSER SIGNITURE PAGE
The undersigned, having become familiar with the local conditions affecting the cost of work, hereby proposes to furnish all management, tools, supplies, equipment, material, transportation, and labor service necessary to perform and all work performed under any contract resulting from this proposal.
By submission of this proposal, the undersigned certifies that this proposal has been arrived at independently, without consultation, communication, or agreement as to any matter relating to this proposal with any other proposer or competitor.
[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]
PROPOSER’S SIGNATURE PAGE
20 By signing this form, the Contractor states that the contractor(s) has sufficient staff resources and capability to perform the work contained within this Request for Proposal.
PROPOSER:
(Contractor Name)
ADDRESS:
TELEPHONE NUMBER:
PRINT NAME:
SIGNATURE:
TITLE: DATE:
PRINT NAME:
SIGNATURE:
TITLE: DATE:
SIGNING INSTRUCTIONS TO THE CONTRACTOR
This Proposal must have a valid signature above and be delivered as required or it will be considered non- responsive (CCP 1933).
Proposer’s Signature Page to be accompanied by notary certificates attached following this page. Note the description of the document on the notary certificate and attach notary certificates immediately following this page.
General Partners must sign on behalf of the partnership.
In the event that the consulting contractor 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.
EXHIBIT D
NON-COLLUSION DECLARATION TO BE
EXECUTED BY PROPOSER AND SUBMITTED WITH PROPOSAL
The undersigned declares:
I am the [Declarant’s title] of , the party making the foregoing Proposal.
The Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The Proposal is genuine and not collusive or sham.
The Proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal. The Proposer has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or to refrain from proposing. The Proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Proposal price of the Proposer or any other proposer, or to fix any overhead, profit, or cost element of the Proposal price, or of that of any other proposer. All statements contained in the Proposal are true. The Proposer has not, directly or indirectly, submitted his or her Proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham Proposal, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a Proposer that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Proposer.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on [date], at [city], [state].
Signature:
Print Name:
Title:
Address:
Telephone No:
20 State of California )
County of )
On , before me, ,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the attached Proposal for On-Call Electrical Services for the City of Jurupa Valley and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
A notary public or other officer
completing this certificate verifies only
the identity of the individual who signed
the document to which this certificate is
attached, and not the truthfulness,
accuracy, or validity of that document.
20 EXHIBIT E
INSURANCE AKNOWLEDGMENT
Contractor Name
Name Title
Signature Date signed
We acknowledge that we will provide proof of insurance in accordance with Exhibit G of the procurement documents if we are the selected contractor.
ST
AFF REPORT
DAT
E: JANUARY 16, 2025
TO: HO
NORABLE MAYOR AND CITY COUNCIL
FR
OM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 17.A
PUBL
IC HEARING TO CONSIDER A RESOLUTION AMENDING THE
APPLICABLE TRANSPORTATION UNIFORM MITIGATION FEE (TUMF)
APPLICABLE TO ALL DEVELOPMENTS IN THE CITY OF JURUPA
VALLEY AND FINDING THIS RESOLUTION EXEMPT FROM CEQA
RECO
MMENDATION
1. Th
at the City Council conduct a public hearing to receive public comments regarding a Resolution of the City Council of the City of Jurupa Valley amending the applicable Transportation Uniform Mitigation Fee (TUMF) applicable to all developments in the City of Jurupa Valley and finding the action exempt from CEQA pursuant to CEQA Guidelines Sections 15061, 15062 and 15378.
2. Th
at the City Council adopt Resolution No. 2025-05, entitled:
A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY
AMENDING THE APPLICABLE TRANSPORTATION UNIFORM MITIGATION
FEE (TUMF) APPLICABLE TO ALL DEVELOPMENTS IN THE CITY OF
JURUPA VALLEY AND FINDING THIS RESOLUTION EXEMPT FROM CEQA
3. That the City Council conduct a first reading and introduce Ordinance No. 2025- 01, entitled:
AN
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF JURUPA VALLEY AMENDING CHAPTER 3.70 OF THE JURUPA VALLEY MUNICIPAL CODE,
WESTERN RIVERSIDE COUNTY TRANSPORTATION UNIFORM MITIGATION
FEE PROGRAM, TO UPDATE PARTICIPATION IN THE WESTERN RIVERSIDE
COUNTY TRANSPORTATION AND UNIFORM MITIGATION FEE (TUMF)
PROGRAM AND FINDING THIS ORDINANCE EXEMPT FROM CEQA
RETURN TO AGENDA
BACKGROUND
The City of Jurupa Valley is a Member Jurisdiction of the Western Riverside Council of Governments (“WRCOG”), a joint powers agency comprised of the County of Riverside and eighteen (18) cities located in Western Riverside County. Acting in concert, in 2002- 2003 the WRCOG Member Jurisdictions developed a plan whereby the shortfall in funds needed to enlarge the capacity of the Regional System of Highways and Arterials due to new development in Western Riverside County could be made up in part by a Transportation Uniform Mitigation Fee (“TUMF”) on future residential, commercial and industrial development. As a Member Jurisdiction of WRCOG and as a TUMF Participating Jurisdiction, the City participated in the preparation of a certain “ Western Riverside County Transportation Uniform Fee Nexus Study, ” (“2002 Nexus Study”) later adopted by the WRCOG Executive Committee. Based on the 2002 Nexus Study, the City adopted and implemented an ordinance authorizing the City ’s participation in a TUMF Program.
Pursuant to the Mitigation Fee Act (Gov. Code §§ 66000 et seq.), WRCOG has prepared a new nexus study (“2024 Nexus Study”) to update the fees. On September 9, 2024, the WRCOG Executive Committee reviewed the 2024 Nexus Study and recommended TUMF Participating Jurisdictions update their fees by amending their applicable TUMF ordinances to reflect changes in the TUMF network and the cost of construction.
ANALYSIS
The proposed Ordinance provides the legal basis for a revised TUMF schedule. The actual TUMF schedule will be established through the Resolution.
In accordance with the Mitigation Fee Act, the proposed Ordinance and 2024 Nexus Study: (i) identify the purpose of the revised fees; (ii) identify the use to which the revised fees is to be put, including identification of any facilities to be financed; (iii) determine how there is a reasonable relationship between the fee’ s use and the type of development project on which the fee is imposed; (iv) determine how there is a reasonable relationship between the need for the public facilities and the type of development project upon which the fees are imposed; and (v) determine how there is a reasonable relationship between the amount of the fees and the cost of the public facilities or portion or the public facility attributable to the development on which the fees are imposed.
The fees will be collected by WRCOG. Adoption of this resolution replaces the existing fee schedule in its entirety, effective April 1, 2025.
The resolution will establish the Fee Schedule for TUMF as follows:
1. $12,380 per single family residential unit 1,800 square feet or less
2. $13,927 per single family residential unit between 1,801 and 2,300 square feet
3. $15,476 per single family residential unit between 2,301 and 2,700 square feet
4. $19,344 per single family residential unit greater than 2,700 square feet
5. $7,816 per multi-family residential unit
6. $2.33 per square foot of an industrial project
7. $7.72 per square foot of a retail commercial project
8. $4.89 per square foot of a service commercial project
9. $2.45 per square foot of a service Class A and B Office
NOTICING REQUIREMENTS
An advertisement was published in the Press Enterprise on January 6, 2025 and written notification pursuant to CG Section 66016 was provided to the requests on file. To date, no comments or concerns have been received.
FINANCIAL IMPACT
There is no financial impact to the City by adopting Resolution No. 2024-05. Should the City not adopt the fees approved by the WRCOG Executive Committee and continue with its current fee schedule, the City would be liable to make up to WRCOG that difference between the two schedules for any new construction occurring in each of the categories.
ALTERNATIVES
1. Do not approve Agreement and related actions.
2. Provide alternative direction to Staff.
************************ SIGNATURES ON FOLLOWING PAGE *************************
TRANSPORTATION UNIFORM MITIGATION FEE
NEXUS STUDY
2024 UPDATE
FINAL REPORT
Prepared for the Western Riverside Council of Governments In Cooperation with
The City of Banning
The City of Beaumont
The City of Calimesa
The City of Canyon Lake
The City of Corona
The City of Eastvale
The City of Hemet
The City of Jurupa Valley
The City of Lake Elsinore
The City of Menifee
The City of Moreno Valley
The City of Murrieta
The City of Norco
The City of Perris
The City of Riverside
The City of San Jacinto
The City of Temecula
The City of Wildomar
The County of Riverside
Eastern Municipal Water District
March Joint Powers Authority
Riverside County Superintendent of Schools
Riverside Transit Agency
Western Water
Prepared by GHD
As adopted by the WRCOG Executive Committee, September 9, 2024
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 i
TABLE OF CONTENTS
TABLE OF CONTENTS ...................................................................................................................i LIST OF TABLES ............................................................................................................................. ii ES.0 Executive Summary ........................................................................................................ iii ES.1 Introduction and Purpose of the Nexus Study ........................................................ iii ES.2 Future Growth ............................................................................................................ vi ES.3 Need for the TUMF ..................................................................................................... vi ES.4 The TUMF Network ....................................................................................................viii ES.5 TUMF Nexus Analysis ...................................................................................................x ES.6 Fair-Share Fee Calculation ........................................................................................x ES.7 Conclusions ................................................................................................................ xi
1.0 INTRODUCTION AND PURPOSE OF THE NEXUS STUDY ................................................ 1
1.1 Background .............................................................................................................. 1
1.2 TUMF Nexus Study History ......................................................................................... 3
1.3 TUMF Nexus Study Process ....................................................................................... 5
2.3.1. Establish the TUMF Network Project List ............................................................... 7
2.3.2. Determine the TUMF Network Project Costs ....................................................... 8
2.3.3. Determine the TUMF Transit Component ............................................................ 9
2.3.4. Computing the Fee for Residential Developments ..........................................10
2.3.5. Computing the Fee for Non-Residential Developments ..................................10
2.0 FUTURE GROWTH .........................................................................................................13
2.1 Recent Historical Trend ...........................................................................................13
2.2 Available Demographic Data ...............................................................................13
2.3 Demographic Assumptions Used for the Nexus Study Analysis ...........................14
3.0 NEED FOR THE TUMF ....................................................................................................21
3.1 Future Highway Congestion Levels ........................................................................21
3.2 Future Transit Utilization Levels ................................................................................24
3.3 The TUMF Concept ..................................................................................................25
4.0 THE TUMF NETWORK .....................................................................................................27
4.1 Identification of the TUMF Roadway Network ......................................................27
4.2 Backbone Network and Secondary Network .......................................................30
4.3 Future Roadway Transportation Needs .................................................................33
4.4 Public Transportation Component of the TUMF System .......................................37
4.5 Existing Obligated Funding .....................................................................................40
4.6 Unfunded Existing Improvement Needs ................................................................40
4.7 Maximum TUMF Eligible Cost ..................................................................................42
4.8 TUMF Network Evaluation .......................................................................................53
5.0 TUMF NEXUS ANALYSIS .................................................................................................55
5.1 Future Development and the Need for Improvements .......................................55
5.2 Application of Fee to System Components ..........................................................56
5.3 Application of Fee to Residential and Non-Residential Developments .............59
6.0 FAIR-SHARE FEE CALCULATION ...................................................................................60
6.1 Residential Fees .......................................................................................................60
6.2 Non-Residential Fees ...............................................................................................62
7.0 CONCLUSIONS .............................................................................................................64
8.0 APPENDICES .................................................................................................................65 WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 ii
LIST OF TABLES
Table ES.1 - Transportation Uniform Mitigation Fee for Western Riverside County ............ xii Table 2.1 - Base Year Socioeconomic Estimates for Western Riverside County ................14 Table 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045) .............................................................................................................................17 Table 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison) .......................................................................19 Table 3.1 - Regional Highway System Measures of Performance (2018 Existing to 2045 No-Build) ...........................................................................................................................22 Table 4.1 - Unit Costs for Arterial Highway and Street Construction ...................................35 Table 4.2 – Forecasted Daily Traffic in Western Riverside County .......................................36 Table 4.3 - Unit Costs for Transit Capital Expenditures ..........................................................39 Table 4.4 - TUMF Network Cost Estimates ..............................................................................45 Table 4.5 – TUMF Transit Cost Estimates .................................................................................53 Table 4.6 – Regional Highway System Measures of Performance (2018 Existing and 2045 No-Build Scenarios to 2045 TUMF Build Scenario) ..........................................................54 Table 5.1 - 2045 No-Build Peak Period Vehicle Trips by WRCOG Zone ...............................57 Table 5.2 – 2045 No-Build Percent Peak Period Vehicle Trips By WRCOG Zone ................57 Table 5.3 - Backbone-Secondary Network Share Calculation ...........................................58 Table 5.4 - Daily VMT Growth by Trip Purpose for Western Riverside County (2018 - 2045) ..........................................................................................................................................59 Table 6.1 - Fee Calculation for Residential Share .................................................................61 Table 6.2 – Single-Family Residential Fee Adjustments by Unit Size ....................................62 Table 6.3 - Fee Calculation for Non-Residential Share ........................................................63 Table 7.1 - Transportation Uniform Mitigation Fee for Western Riverside County ..............64
LIST OF FIGURES
Figure ES.1 - Flowchart of Key Steps in the TUMF Nexus Study Process ................................. v Figure ES.2 - Population, Households and Employment in Western Riverside County (2018 to 2045) ......................................................................................................................vii Figure ES.3 - Regional System of Highways and Arterials–TUMF Network Improvements ...i x Figure 1.1 - Flowchart of Key Steps in the TUMF Nexus Study Process ................................. 6 Figure 2.1 – Base Year Socioeconomic Estimates for Western Riverside County ..............15 Table 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County ............16 Figure 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County ...........16 Figure 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045) .............................................................................................................................18 Figure 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison) .......................................................................20 Figure 4.1 - Regional System of Highways and Arterials for Western Riverside County .....29 Figure 4.2 - The Backbone Network of Highways and Arterials for Western Riverside County ..............................................................................................................................31 Figure 4.3 - Western Riverside County Area Planning Districts (TUMF Zones) .....................32 Figure 4.4 - Regional System of Highways and Arterials–TUMF Network Improvements ...44 WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 iii
ES.0 EXECUTIVE SUMMARY
ES.1 Introduction and Purpose of the Nexus Study
Western Riverside County includes 18 incorporated cities and the unincorporated county covering an area of approximately 2,100 square miles. Through the mid 2000’s, this portion of Riverside County was growing at a pace exceeding the capacity of existing financial resources to meet increasing demand for transportation infrastructure.
Although the economic recession of the late 2000’s, and the associated crises in the mortgage and housing industries, slowed this rate of growth, the regional economy has recovered and the projected rate of development in Western Riverside County remains high. Similarly, the impact of the COVID-19 pandemic on travel demand in the region has also passed, with travel demands, especially for the highway network, surpassing pre-pandemic levels. Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements.
In February 1999, the cities of Temecula, Murrieta and Lake Elsinore, the Western Riverside Council of Governments (WRCOG), the Riverside County Transportation Commission (RCTC) and the Building Industry Association (BIA) met to discuss the concept of a Transportation Uniform Mitigation Fee (TUMF) for southwest Riverside County. In August 2000, the concept was expanded to include the entire WRCOG sub- region.
Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements. While the TUMF cannot fund all necessary transportation system improvements, it is intended to address a current transportation funding shortfall by establishing a new revenue source that ensures future new development will contribute toward addressing its indirect cumulative traffic impacts on regional transportation infrastructure. Funding accumulated through the TUMF Program will be used to construct transportation improvements such as new arterial highway lanes, reconfigured freeway interchanges, railroad grade separations and new regional express bus services that will be needed to accommodate future travel demand in Western Riverside County. By levying a fee on new developments in the region, local agencies will be establishing a mechanism by which developers and in turn new county residents and employees will effectively contribute their “fair share” toward sustaining the regional transportation system.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 iv
This TUMF Draft Nexus Study is intended to satisfy the requirements of California Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also known as California Assembly Bill 1600 (AB 1600) or the Mitigation Fee Act) which governs imposing development impact fees in California. The initial WRCOG TUMF Nexus Study was completed in October 2002 and adopted by the WRCOG Executive Committee in November 2002. The results of the first review of the Program were documented in the TUMF Nexus Study 2005 Update adopted by the WRCOG Executive Committee on February 6, 2006. A second comprehensive review of the TUMF Program was adopted by the WRCOG Executive Committee on October 5, 2009. A third comprehensive review of the TUMF Program was conducted following the adoption of the Southern California Association of Governments (SCAG) 2016-2040 Regional Transportation Plan/ Sustainable Communities Strategy (2016 RTP/SCS) on April 7, 2016.
The WRCOG TUMF Nexus Study 2016 Update Report was adopted by the WRCOG Executive Committee on July 10, 2017.
On September 3, 2020, SCAG adopted Connect SoCal; The 2020-2045 Regional Transportation Plan/Sustainable Communities Strategy of the Southern California Association of Governments (2020 RTP/SCS). The adoption of the 2020 RTP/SCS confirmed new growth forecasts for the region that provide a foundational element for updating the TUMF program and the associated nexus determination prompting WRCOG to initiate the current program update. These forecasts are also integrated into the Riverside County Transportation Analysis Model (RivCoM) used to forecast the cumulative regional traffic impacts of new development on the arterial highway network in Western Riverside County.
The overall process for establishing the TUMF nexus is illustrated in Figure ES.1. Each technical step is denoted with a number on the flow chart with the numbers correlating to the detailed description of each step provided in Section 1.3 of the Nexus Study Report. The flow chart also incorporates color coding of the steps to indicate those steps that involved the application of RivCoM, steps that utilized other input data, steps that are computations of various inputs, and steps that required specific actions of the various WRCOG committees to confirm major variables. Where appropriate, the flow chart also includes specific cross references to the sections or tables included in the Nexus Study document that correlate to the particular step.
This version of the WRCOG TUMF Nexus Study Report documents the results of the fourth comprehensive review of the TUMF Program. This version of the document also incorporates revisions in response to comments received during the formal review of the earlier Draft TUMF Nexus Study 2024 Update. The findings of this report were ultimately adopted by the WRCOG Executive Committee on September 9, 2024.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 v
Figure ES.1 - Flowchart of Key Steps in the TUMF Nexus Study Process
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TUMF Nexus Study – 2024 Program Update September 9, 2024 vi
ES.2 Future Growth
In preparation for the 2020 RTP/SCS, SCAG undertook robust stakeholder engagement, including participation by WRCOG, Riverside County and the various cities in Western Riverside County, to develop regional demographic forecasts. Using input from regional stakeholders regarding anticipated patterns and rates of development, SCAG compiled and disseminated the forecasts that were ultimately adopted in 2020. The SCAG forecasts adopted for the 2020 RTP/SCS were subsequently used as the basis for RivCoM and are used as the basis for this TUMF Nexus Study Update.
A major distinction between data used for the TUMF Nexus Study 2016 Update and the SCAG 2020 RTP/SCS data used for this 2024 Update is the change in the base year from 2012 to 2018, as well as the change in the horizon year from 2040 to 2045. This shift in the base year and horizon year demographic assumptions of the program carries through all aspects of the nexus analysis, including the travel demand forecasting, network review and fee calculation.
The population of Western Riverside County is projected to increase by 33% in the period between 2018 and 2045. During the same period, employment in Western Riverside County is anticipated to grow by 48%. Figure ES.2 illustrates the forecast growth in population, household and employment for Western Riverside County.
ES.3 Need for the TUMF
The WRCOG TUMF study area was extracted from the greater RivCoM model network for the purpose of calculating measures for Western Riverside County only. Peak period performance measures for the TUMF study area included total vehicle miles of travel (VMT), total vehicle hours of travel (VHT), total combined vehicle hours of delay (VHD), and total VMT experiencing unacceptable level of service (LOS E).
As a result of the new development and associated growth in population and employment in Western Riverside County, additional pressure will be placed on the transportation infrastructure, particularly the arterial roadways, with the peak period VMT on the TUMF Network estimated to increase by 38% between 2018 and 2045. By 2045, 37% of the total VMT on the TUMF Network is forecast to be traveling on facilities experiencing peak period LOS E or worse. Without improvements to the arterial highway system, the total vehicle hours of delay (VHD) experienced by area motorists on the TUMF Network will increase over 5.0% per year. The need to improve these roadways and relieve future congestion is therefore directly linked to the future development which generates the travel demand.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 vii
Figure ES.2 - Population, Households and Employment in Western Riverside County (2018 to 2045)
As population and employment in Western Riverside County grows because of new development, demand for regional transit services in the region is also expected to grow. Weekday system ridership for RTA bus transit services is approximately 16,575 riders per day in Western Riverside County in 2023. By 2045, bus transit services are forecast to serve approximately 57,282 riders per weekday. This represents an average increase of 1,850 weekday riders each year. Based on this rate of ridership growth, weekday ridership is estimated to increase by 40,707 riders per weekday between 2018 and 2045.
The idea behind a uniform mitigation fee is to have new development throughout the region contribute equally to paying the cost of improving the transportation facilities that serve these longer-distance trips between communities. Thus, the fee should be used to improve transportation facilities that serve trips between communities within the region (primarily arterial roadways) as well as the infrastructure for public transportation.
The fee should be assessed proportionately on new residential and non-residential development based on the relative impact of each use on the transportation system.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 viii
ES.4 The TUMF Network
The Regional System of Highways and Arterials (also referred to as the TUMF Network) is the system of roadways that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. Transportation facilities in Western Riverside County that generally satisfied these guidelines were initially identified, and a skeletal regional transportation framework evolved from facilities where several guidelines were observed. Representatives of all WRCOG constituent jurisdictions reviewed this framework in the context of current local transportation plans to define the TUMF Network, which was subsequently endorsed by the WRCOG Public Works Committee, WRCOG Technical Advisory Committee, TUMF Policy Committee and the WRCOG Executive Committee.
The TUMF Network was reviewed as part of the 2024 Nexus Update to ensure facilities generally still met the previously described performance guidelines, and/or that the scope and magnitude of specific improvements to the TUMF Network were roughly proportional to the impacts needing to be mitigated. This review process resulted in the removal of various facilities from the TUMF Network, as well as various changes in the scope and magnitude of specific improvements to the TUMF Network.
Figure ES.3 illustrates the TUMF improvements to the Regional System of Highways and Arterials.
The total cost of improving the TUMF system is $5.28 billion. Accounting for obligated funds and unfunded existing needs, the estimated maximum eligible value of the TUMF Program is $4.24 billion. The maximum eligible value of the TUMF Program includes approximately $3.87 billion in eligible arterial highway and street related improvements and $154.8 million in eligible transit related improvements. An additional $53.9 million is also eligible as part of the TUMF Program to mitigate the impact of eligible TUMF related arterial highway and street projects on critical native species and wildlife habitat, while $161.2 million is provided to cover the costs incurred by WRCOG to administer the TUMF Program.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 x
ES.5 TUMF Nexus Analysis
There is a reasonable relationship between the future growth and the need for improvements to the TUMF system. These factors include:
Western Riverside County is expected to continue growing as a result of future new development.
Continuing new growth will result in increasing congestion on arterial roadways. The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County. Capacity improvements to the transportation system will be needed to mitigate the cumulative regional impacts of new development.
Roads on the TUMF network are the facilities that merit improvement through this fee program.
Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.
The split of fee revenues between the backbone and secondary highway networks is related to the proportion of highway vehicle travel that is relatively local (between adjacent communities) and longer distance (between more distant communities but still within Western Riverside County). To estimate a rational fee split between the respective networks, the future travel forecast estimates were aggregated to a matrix of peak period trips between zones. The overall result is that 51.1% of the regional travel is attributable to the backbone network and 48.9% is assigned to the secondary network.
In order to establish the approximate proportionality of the future traffic impacts associated with new residential development and new non-residential development, peak period growth in VMT between 2018 and 2045 was derived from RivCoM and aggregated by trip purpose. It was concluded that home-based person trips represent
77.7% of the total future person trips, and the non-home-based person trips represent
22.3% of the total future person trips.
ES.6 Fair-Share Fee Calculation
The balance of the unfunded TUMF system improvement needs is $4.24 billion which is the maximum value attributable to the mitigation of the cumulative regional transportation impacts of future new development in the WRCOG region and will be captured through the TUMF Program. By levying the uniform fee directly on future new developments (and indirectly on new residents and new employees to Western Riverside County), these transportation system users are assigned their “fair share” of the WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 xi
costs to address the cumulative impacts of additional traffic they will generate on the regional transportation system.
Of the $4.24 billion in unfunded future improvement needs, 77.7% ($3.30 billion) will be assigned to future new residential development and 22.3% ($946.5 million) will be assigned to future new non-residential development.
ES.7 Conclusions
Based on the results of the Nexus Study evaluation, it can be demonstrated that there is reasonable relationship between the cumulative regional transportation impacts of new land development projects in Western Riverside County and the need to mitigate these transportation impacts using funds levied through the proposed TUMF Program.
Factors that reflect this reasonable relationship include:
Western Riverside County is expected to continue growing as a result of future new development.
Continuing new growth will result in increasing congestion on arterial roadways; The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County; Capacity improvements to the transportation system will be needed to mitigate the cumulative impacts of new development;
Roads on the TUMF network are the facilities that merit improvement through this fee program;
Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automotive travel.
The Nexus Study evaluation has established a proportional “fair share” of the improvement cost attributable to new development based on the impacts of existing development and the availability of obligated funding through traditional sources. The fair share fee allocable to future new residential and non-residential development in Western Riverside County is summarized for differing use types in Table ES.1.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 xii
Table ES.1 - Transportation Uniform Mitigation Fee for Western Riverside County Land Use Type Units Development
Change
Fee Per Unit Total Revenue
($ million)
Single-Family Residential DU 167,491 $15,476 $2,592.0 Multi-Family Residential DU 90,335 $7,816 $706.1
Industrial SF GFA 61,489,565 $2.33 $143.1
Retail SF GFA 6,557,500 $11.21 $73.5
Service SF GFA 66,735,957 $9.76 $651.1
Government/Public SF GFA 3,420,665 $23.07 $78.9
MAXIMUM TUMF VALUE $2,961.0
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 1 1.0 INTRODUCTION AND PURPOSE OF THE NEXUS STUDY
1.1 Background
Western Riverside County includes 18 incorporated cities and the unincorporated county covering an area of approximately 2,100 square miles. Through the mid 2000’s, this portion of Riverside County was growing at a pace exceeding the capacity of existing financial resources to meet increasing demand for transportation infrastructure.
Although the economic recession of the late 2000’s, and the associated crises in the mortgage and housing industries, slowed this rate of growth, the regional economy has recovered and the projected rate of development in Western Riverside County remains high. Similarly, the impact of the COVID-19 pandemic on travel demand in the region has also passed, with travel demands, especially for the highway network, surpassing pre-pandemic levels.
Continued high growth in households and jobs in Western Riverside County could significantly increase congestion and degrade mobility if substantial investments are not made in transportation infrastructure. This challenge is especially critical for arterial roadways of regional significance, since traditional sources of transportation funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the needed improvements. Development exactions only provide improvements near the development site, and the broad-based county-level funding sources (i.e., Riverside County’s half-cent sales tax known as Measure A) designate only a small portion of their revenues for arterial roadway improvements.
In anticipation of the continued future growth projected in Riverside County, several county-wide planning processes were initiated in 1999. These planning processes include the Riverside County General Plan Update, the Community Environmental Transportation Acceptability Process (CETAP) and the Multi-Species Habitat Conservation Plan (MSHCP). Related to these planning processes is the need to fund the mitigation of the cumulative regional transportation impacts of future new development.
Regional arterial highways in Western Riverside County are forecast to carry significant traffic volumes by 2045. While some localized fee programs exist to mitigate the local impacts of new development on the transportation system in specific areas, and while these programs are effective locally, they are insufficient in their ability to meet the regional demand for transportation infrastructure. Former Riverside County Supervisor Buster recognized the need to establish a comprehensive funding source to mitigate the cumulative regional transportation impacts of new development on regional arterial highways. The need to establish a comprehensive funding source for arterial highway improvements has evolved into the development of the Transportation Uniform Mitigation Fee (TUMF) for Western Riverside County.
In February 1999, the cities of Temecula, Murrieta and Lake Elsinore, the Western Riverside Council of Governments (WRCOG), the Riverside County Transportation Commission (RCTC) and the Building Industry Association (BIA) met to discuss the
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 2 concept of a TUMF. The intent of this effort was to have the southwest area of Western Riverside County act as a demonstration for the development of policies and a process for a regional TUMF Program before applying the concept countywide. From February 1999 to September 2000, the Southwest Area Transportation Infrastructure System Funding Year 2020 (SATISFY 2020) Program progressed with policy development, the identification of transportation improvements, traffic modeling, cost estimates, fee scenarios and a draft Implementation Agreement.
In May 2000, Riverside County Supervisor Tavaglione initiated discussions in the northwest area of Western Riverside County to determine the level of interest in developing a TUMF for that area of the county. Interest in the development of a northwest area fee program was high. In August 2000, the WRCOG Executive Committee took action to build upon the work completed in the southwest area for the SATISFY 2020 program and to develop a single consolidated mitigation fee program for all of Western Riverside County. This action was predicated on the desire to establish a single uniform mitigation fee program to mitigate the cumulative regional impacts of new development on the regional arterial highway system, rather than multiple discrete and disparate fee programs with varying policies, fees and improvement projects. A TUMF Policy Committee comprising regional elected officials was formed to recommend and set policies for staff to develop the TUMF Program and provide overall guidance to all other staff committees.
While the TUMF cannot fund all necessary transportation system improvements, it is intended to address a current transportation funding shortfall by establishing a new revenue source that ensures future new development will contribute toward addressing its indirect cumulative traffic impacts on regional transportation infrastructure. Funding accumulated through the TUMF Program will be used to construct transportation improvements such as new arterial highway lanes, reconfigured freeway interchanges, railroad grade separations and new regional express bus services that will be needed to accommodate future travel demand in Western Riverside County. By levying a fee on new developments in the region, local agencies will be establishing a mechanism by which developers and in turn new county residents and employees will effectively contribute their “fair share” toward sustaining the regional transportation system.
This TUMF Nexus Study is intended to satisfy the requirements of California Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also known as California Assembly Bill 1600 (AB 1600) or the Mitigation Fee Act), which governs imposing development impact fees in California. The Mitigation Fee Act requires that all local agencies in California, including cities, counties, and special districts follow two basic rules when instituting impact fees. These rules are as follows:
1) Establish a nexus or reasonable relationship between the development impact fee’s use and the type of project for which the fee is required. 2) The fee must not exceed the project’s proportional “fair share” of the proposed improvement and cannot be used to correct current problems or to make improvements for existing development.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 3 1.2 TUMF Nexus Study History
The TUMF Program is implemented through the auspices of WRCOG. As the council of governments for Western Riverside County, WRCOG provides a forum for representatives from 18 cities, the Riverside County Board of Supervisors, the Eastern Municipal Water District, Western Water, the Riverside County Superintendent of Schools, the March Joint Powers Authority and the Riverside Transit Agency to collaborate on issues that affect the entire subregion, such as air quality, solid waste, transportation and the environment. WRCOG strives to "respect local control, provide regional perspective, and make a difference" to elevate the quality of life throughout the subregion. A current list of the standing WRCOG committees and committee membership that oversee the TUMF program is included in Appendix A.
The initial WRCOG TUMF Nexus Study was completed in October 2002 and adopted by the WRCOG Executive Committee in November 2002. Its purpose was to establish the nexus or reasonable relationship between new land development projects in Western Riverside County and the proposed development impact fee that would be used to improve regional transportation facilities. It also identified the proportional “fair share” of the improvement cost attributable to new development.
Consistent with the provisions of the Mitigation Fee Act, the WRCOG Executive Committee has established that the TUMF Nexus Study will be subject of a comprehensive review of the underlying program assumptions at least every five years to confirm the Nexus. Acknowledging the unprecedented and unique nature of the TUMF Program, the Executive Committee determined that the first comprehensive review of the Program should be initiated within two years of initial adoption of the Program primarily to validate the findings and recommendations of the study and to correct any program oversights. The results of the first review of the Program were documented in the TUMF Nexus Study 2005 Update adopted by the WRCOG Executive Committee on February 6, 2006. A second comprehensive review of the TUMF Program was conducted in 2008 and 2009 in part to address the impacts of the economic recession on the rate of development within the region and on transportation project costs. The findings of the 2009 review of the program were adopted by the WRCOG Executive Committee on October 5, 2009.
A third comprehensive review of the TUMF Program was conducted in 2014 and 2015 leading to a Draft Nexus Study document being distributed for review in August 2015.
The WRCOG Executive Committee subsequently considered comments related to the Draft Nexus Study 2015 Update at the meeting held on September 14, 2015, where it was resolved to “delay finalizing the Nexus Study for the TUMF Program Update until the 2016 Southern California Association of Governments’ 2016 Regional Transportation Plan / Sustainable Communities Strategy growth forecast is available for inclusion in the Nexus Study”. The Southern California Association of Governments (SCAG) adopted the 2016-2040 Regional Transportation Plan/ Sustainable Communities Strategy (2016 RTP/SCS) on April 7, 2016, enabling WRCOG staff to proceed with finalizing the update of the TUMF Nexus Study. The WRCOG TUMF Nexus Study 2016 Update Report was ultimately adopted by the WRCOG Executive Committee on July 10, 2017.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 4 On September 3, 2020, SCAG adopted Connect SoCal; The 2020-2045 Regional Transportation Plan/Sustainable Communities Strategy of the Southern California Association of Governments (2020 RTP/SCS). As stated in the plan document “Connect SoCal embodies a collective vision for the region’s future, through the horizon year of 2045. It is developed with input from a wide range of constituents and stakeholders within the Counties of Imperial, Los Angeles, Orange, Riverside, San Bernardino and Ventura, including public agencies, community organizations, elected officials, tribal governments, the business community and the public. Connect SoCal is an important planning document for the region, allowing public agencies who implement transportation projects to do so in a coordinated manner, while qualifying for federal and state funding.”
The adoption of the 2020 RTP/SCS confirmed new growth forecasts for the region that were used as the basis to develop the Connect SoCal plan. These forecasts also provide a foundational element for updating the TUMF program and the associated nexus determination prompting WRCOG to initiate the current program update. The 2020 RTP/SCS growth forecasts are used directly in the fee calculation as the basis for determining the anticipated growth in households and employment in the region through the program horizon year of 2045. These forecasts are also integrated into the Riverside County Transportation Analysis Model (RivCoM) used to forecast the cumulative regional traffic impacts of new development on the arterial highway network in Western Riverside County.
Completed in 2021 to succeed the Riverside County Traffic Analysis Model (RIVTAM), RivCoM provides a valuable tool for supporting a variety of transportation planning activities in Riverside County, including the update of the TUMF Nexus Study. RivCoM was developed under the leadership of WRCOG in conjunction with regional partners with the intent to provide jurisdictions in Riverside County with a traffic forecasting tool that, while consistent with the SCAG regional travel demand model, provides a more appropriate level of detail to support transportation planning at the County or City level.
RivCoM is a critical tool for quantifying the cumulative regional traffic impacts of new development as part of the TUMF Nexus Study Update. Utilizing the 2020 RTP/SCS growth forecasts, RivCoM is used to quantify changes in travel demand and traffic conditions on the regional highway network, with a specific focus on the TUMF Network.
RivCoM outputs are used to analyze project eligibility and quantify the fair share of traffic growth that is attributable to new development as inputs to determining the fee.
The adoption of the Connect SoCal plan and the availability of RivCoM to serve as a critical tool for quantifying network impacts for the TUMF Nexus Study Update were key factors driving the schedule for this update of the fee.
To ensure new development continues to contribute a fair share of the cost to mitigate its cumulative regional transportation impacts in the period between the comprehensive review of program assumptions completed at least every five years, the WRCOG Executive Committee has also established that the TUMF Schedule of Fees will be reviewed annually, and adjusted, as needed, on July 1 st to reflect current costs. The revised schedule of fees will typically be recalculated in February of each year based
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TUMF Nexus Study – 2024 Program Update September 9, 2024 5 on the percentage increase or decrease in the Engineering News Record (ENR) Construction Cost Index (CCI) for the twelve (12) month period from January of the prior year to January of the current year, and the percentage increase or decrease in the National Association of Realtors (NAR) Median Sales Price of Existing Single Family Homes in the Riverside/San Bernardino Metropolitan Statistical Area for the twelve (12) month period from the 3rd Quarter of the second year prior to the 3rd Quarter of the prior year (to coincide with the publication of the most recently updated index). If approved by the Executive Committee, the resultant percentage change for each of the indices will be applied to the unit cost assumptions for roadway and bus transit costs, and land acquisition costs, respectively, to reflect the combined effects of changes in eligible project costs on the resultant per unit fee for each defined land use category. The most recent annual cost adjustment to the TUMF Schedule of Fees was adopted by the WRCOG Executive Committee on July 12, 2021.
1.3 TUMF Nexus Study Process
In coordination with WRCOG, city and county representatives and other interested parties have reviewed the underlying assumptions of the Nexus Study as part of this comprehensive program review. In particular, the most recent socioeconomic forecasts developed by SCAG as the basis for the 2020 RTP/SCS were incorporated. This use of the most recent SCAG forecasts resulted in a shift of the program base year from 2012 to 2018, as well as a shift in the program horizon year from 2040 to 2045.
Furthermore, the TUMF Network was re-examined in detail based on travel demand forecasts derived from the most recent version of the Riverside County Model (RivCoM) to more accurately reflect future project needs to address the cumulative regional impacts of new development in Western Riverside County as well as eliminating those projects having been completed prior to the commencement of the Nexus review in 2021.
The subsequent chapters of this Nexus Study document describe the various assumptions, data inputs and analysis leading to the determination of each major variable in the TUMF calculation, and ultimately leading to the determination of the TUMF Schedule of Fees that indicates the maximum “fair share” fee for each of the various use types defined in the TUMF program. The overall process for establishing the TUMF nexus is summarized in this section, including the flow chart in Figure 1.1 that illustrates the various technical steps in this fee calculation process. Each technical step that was followed to determine the TUMF Schedule of Fees and establish the program nexus is summarized below, with the numbers denoted on the flow chart correlating to the steps described. The flow chart also incorporates color coding of the steps to indicate those steps that involved the application of RivCoM, steps that utilized other input data, steps that are computations of various inputs, and steps that required specific actions of the various WRCOG committees to confirm major variables. Where appropriate, the flow chart also includes specific cross references to the sections or tables included in this Nexus Study document that correlate to the particular step.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 6 Figure 1.1 - Flowchart of Key Steps in the TUMF Nexus Study Process
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 7 2.3.1. Establish the TUMF Network Project List
The roadway network in Western Riverside County must be evaluated to determine how new development activity will impact the performance of the network, and how the resultant traffic impacts can be mitigated by completing various roadway improvements. The following steps integrate the latest SCAG socio-economic forecasts into RivCoM as the basis for determining future roadway deficiencies and identifying the list of eligible improvements to address these future deficiencies. The rational and methodology for accomplishing these steps is further explained in Chapters 2 and 3 of this report, with the resultant TUMF Network described in Chapter 4.
1) The SCAG 2020 RTP/SCS was developed using housing and employment data for 2018 as its base year. This adopted dataset was integrated into RivCoM providing a critical analytic tool to support the Nexus Study Update. 2) The RivCoM model 1 has datasets available that represent the capacity of the different facilities in the road network for several different study years. For this nexus update, the RivCoM 2018 base network that was developed following the adoption of the SCAG 2020 RTP was selected as the one most closely resembling current conditions. This network was subsequently reviewed and updated, including a detailed review by WRCOG staff and participating jurisdictions, to identify projects that were completed on the arterial network in the period between 2016 and December 2021. The arterial network was then recoded to reflect the changes to the TUMF Network to create a 2021 Existing Network as the base network for analysis. A second version of the base network was also developed adding only those facilities that had been identified on the 2016 TUMF network that did not currently exist and therefore were not represented by a link(s) in RivCoM. The Supplemental 2021 Existing Network was utilized as the basis for assessing only those projects that did not currently exist on the TUMF Network.
3) RivCoM was run using the 2018 socio-economic data (SED) and the 2021 Existing Networks to produce the baseline volumes on the roads in the TUMF Network. 4) The baseline volume-to-capacity (V/C) ratio was then determined. The target LOS for TUMF facilities is “D”, meaning that facilities with LOS “E” or “F”, i.e. those with a V/C ratio of 0.9 or higher, are deemed to have inadequate capacity. The result of this step is a list of roads that have existing capacity deficiencies.
1 The macro-level traffic forecasting was conducted using the Riverside County Transportation Analysis Model (RivCoM).
RivCoM is consistent of SCAG’s six-county model with additional detail (traffic analysis zones and local roads) added within Riverside County. It was developed for use in traffic studies in Riverside County as a replacement for the Riverside County Transportation and Analysis Model (RivTAM) integrating an updated modeling platform to improve run time and reliability, as well as a more focused model area, more detailed network and zone structure, and prost processors to satisfy more recent legislative requirements. RivCoM has both the geographic scope needed to analyze all TUMF facilities and conformity with regional planning assumptions. There is a memorandum of understanding among the jurisdictions of Riverside County that encourages the use of the RivCoM model for use in regional traffic studies.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 8 5) The SCAG 2020 RTP/SCS was developed using housing and employment data for 2045 as its forecast horizon year. This adopted dataset was also used as the future base year for the TUMF update calculation.
6) RivCoM was run using the 2021 Existing Networks with the land use assumptions for 2045. These “Future No-Build” scenarios was used to determine where deficiencies would occur in the roadway system if development occurred as expected but no roadway improvements were implemented.
7) Comparing the existing capacity deficiencies with the future deficiencies showed where new deficiencies would occur that are entirely attributable to growth in households and employment. Comparing the existing and future traffic volume to capacity ratio on the roads that are currently deficient shows the portion of the future deficiency that is attributable to growth. 8) It is generally acknowledged that the TUMF program cannot and should not attempt to fund every roadway improvement needed in Western Riverside County. WRCOG has adopted a set of selection criteria that was used to choose which roadway improvements would be eligible for TUMF funding. 9) The selection criteria were applied to the forecast deficiencies to identify projects for the TUMF Project List. The project list was subsequently reviewed to confirm the eligibility of proposed projects, including projects previously included in the TUMF program, as well as additional projects requested for inclusion as part of the current update. The project list was then subsequently updated to reflect those projects considered eligible for TUMF funding as part of the 2024 Nexus Study Update.
2.3.2. Determine the TUMF Network Project Costs
The estimated costs of proposed improvements on the TUMF Network are calculated based on the prices of construction materials, labor and land values for the various eligible project types included as part of the TUMF program. The approach and outcomes of the following steps is described in Chapter 4 of this report.
10) The TUMF program has design standards covering the road project components that are eligible for TUMF funding. This ensures that projects in jurisdictions with different design standards are treated equally2.
11) Current cost values for labor and materials such as cement, asphalt, reinforcing steel, etc., as derived from Caltrans cost database, RCTC and other sources, were tabulated and updated to December 2023. Additionally, the ROW cost components per square foot for various land use types were also updated based on current property valuations in Riverside County as researched by Overland, Pacific and Cutler.
2 A jurisdiction may choose to design to a higher standard, but if it does so, TUMF will only fund up to the equivalent of what costs would have been had the TUMF design standards been followed.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 9 12) The cost values for the contributing labor, materials and land components were applied to estimated quantities of these components for the various roadway project types that are eligible under TUMF to generate aggregate unit cost values for each project type (road costs per lane-mile, typical costs per arterial- freeway interchange, bridge costs per linear foot, etc.). 13) The unit costs from the previous step were then applied to the project list to estimate the costs of the improvements on the TUMF project list. 14) The percentage of each project that was attributable to new development was then applied to the costs of TUMF road projects to find the total road project cost that is attributable to new development.
2.3.3. Determine the TUMF Transit Component
A portion of the TUMF funding is made available for transit services that provide an alternative to car travel for medium-to-long distance intra-regional trips. The eligible transit projects and their associated costs are determined using the following steps, with additional explanation provided in Chapter 4 of this report. 15) Actual average weekday daily ridership for Riverside Transit Agency (RTA) transit bus services was tabulated for 2023.
16) Forecast average weekday daily ridership for RTA bus transit services was retrieved from the SCAG 2020 RTP/SCS Model for horizon year 2045. 17) The growth in ridership between 2023 and 2045 was compared to determine the portion of 2045 average weekday daily ridership that is attributable to existing passengers and the portion attributable to new growth.
18) A proposed transit project list was provided by RTA staff and was reviewed to confirm the validity of the project list to establish a final recommended transit project list to be included as part of the program. The result was the TUMF Transit Project List.
19) RTA provided information on current costs for the listed transit infrastructure. 20) The cost information was then used to determine the cost of the items on the TUMF Transit Project List.
21) The percent attribution from Step 17 was applied to the project cost estimates from the previous step to determine the cost of transit improvements that are attributable to new development.
22) The costs for road and transit projects that are attributable to new development are then combined along with information on other (non-TUMF) funds to determine the total cost for TUMF projects that is to be cover by new development through the imposition of the fees. The available alternate funding sources were reviewed as part of the Nexus update, specifically including the completion of a detailed review of available federal, state and local funding sources administered by RCTC.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 10 2.3.4. Computing the Fee for Residential Developments
Having determined the total project costs to be covered by new development under the TUMF program, it is necessary to divide these costs among different types of developments roughly in proportion to their expected traffic impacts. The following steps describes the process for determining the proportion attributable to new residential development. The approach for accomplishing these steps along with the findings of this analysis are described in detail in Chapter 5 and Chapter 6 of this report. 23) California legislation encourages the use of vehicle miles of travel (VMT) as the primary indicator of traffic impacts because it combines the number of vehicle trips and the average length of those trips to reflect the proportional impact to the roadway network. As a result, the methodology for determining the relative distribution of traffic impacts between residential and non-residential uses for the purposes of TUMF utilizes a VMT based approach. The RivCoM 2021 Existing Network and 2045 No-Build model runs were examined to determine the VMT of various trip types that would take place in Western Riverside County (excluding through trips). The results were compared to determine the growth in VMT for each trip type. Per WRCOG policy (based on National Cooperative Highway Research Program (NCHRP) recommended practice) trips originating in or destined for a home are attributed to residential development while trips where neither the origin nor the destination are a home are attributed to non-residential development.
24) The SCAG 2020 RTP/SCS socio-economic forecasts were used to estimate the number of single-family and multi-family dwelling units that will be developed during the 2018 to 2045 period.
25) The Institute of Transportation Engineers’ (ITE’s) trip generation rates, which come from surveys of existing sites for various development types, were then used to estimate the daily number of trips that will be generated by future single- and multi-family developments that will occur in the region from 2018 to 2045. 26) The cost to be covered by residential development was divided into the portion attributable to new single-family dwellings and portion attributable to new multi- family development to calculate the cost share for each use. 27) The cost share for single-family dwellings and multi-family dwellings was divided by the number of dwellings of each type to determine the fee level required from each new dwelling unit to cover their fair share of the cost to mitigate the impacts of new developments.
2.3.5. Computing the Fee for Non-Residential Developments
A process similar to that used for residential units was used to determine the fee level for non-residential development. However, the determination of fees for non-residential development involves additional steps due to the additional complexity of accounting for a greater variety of development types within each use category. Chapter 5 and Chapter 6 of this report provide additional explanation regarding the methodology for accomplishing these steps along with the results of this analysis.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 11 28) Like many impact fee programs, TUMF groups similar development projects together into general use categories to simplify the administration of the program. TUMF groups the various land use categories found in ITE’s Trip Generation Manual into four non-residential categories (industrial, retail, service, and government/public sector) based on the North American Industry Classification System (NAICS), which is also used by the U.S. Census Bureau and SCAG for demographic classifications and is the basis for such classifications in the SCAG Regional Travel Demand Model as well as and the RivCoM model. The ITE trip generation rates for all uses were reviewed for accuracy updated to reflect the most current ITE published rates. The median value for the trip- generation rates for all uses within each category was used in the nexus study to represent the trip-generation characteristics for the category. 29) The trip-generation rates of retail and service uses were adjusted to take into account the share of pass-by trips these uses generate. Pass by trip rates for various retail and service uses were derived from the ITE Trip Generation Manual to determine the median value of all uses as the basis for the adjustment. The ITE pass by trip rates for all uses were reviewed for accuracy and updated to reflect the most current ITE published rates.
30) The SCAG 2020 RTP/SCS socio economic forecasts included non-residential employment for 2018 and 2045. These forecasts were used to estimate the growth in employment in each of the four non-residential uses. 31) The SCAG employment forecasts are denominated in jobs while development applications are typically denominated in square feet of floorspace. The ratio of floorspace per employee was determined as a median value derived from four studies, including a comprehensive study San Bernardino and Riverside Counties conducted in 1990, an OCTA study conducted in 2001, a SCAG study (including a specific focus on Riverside County) conducted in 2001, and the Riverside County General Plan adopted in 2015.
32) The forecast growth in employees was multiplied by the floorspace per employee to produce a forecast of the floorspace that will be developed for each of the four non-residential use types.
33) The trip-generation rate for each of the four uses was multiplied by the forecast of new floorspace to estimate the number of trips generated by each use. 34) The amount of project costs to be covered by non-residential development was split between the four non-residential uses to determine the TUMF cost share for each.
35) The TUMF cost share for each of the four non-residential uses was divided by the forecast growth in floorspace to determine the fee level required from each new square foot of non-residential development to cover their fair share of the cost to mitigate the impacts of new developments.
36) WRCOG has adopted a TUMF Fee Calculation Handbook that allows for fee adjustments to be made to account for unusual circumstances for certain types of residential and non-residential development (fuel filling stations, golf courses, high-cube warehouses, wineries, electric charging stations, etc.) These
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TUMF Nexus Study – 2024 Program Update September 9, 2024 12 adjustments are intended to calculate a fairer proportional fee based on the unique trip generation characteristics of these development types.
The outcome of this process is a schedule of fees for the various use categories identified as part of the TUMF program. The study conclusions including the Schedule of Fees is presented in Chapter 7 of this report. The schedule of fees represents the maximum fee permissible under California law for the purposes of the TUMF program.
The WRCOG Executive Committee has the option to adopt lower fees, however, in doing so each use category subject to a lower fee would not be contributing a fair share of the cost of their impacts. This would in turn create a funding gap for the program that would necessitate identifying additional project funding from some other source to ensure the cumulative regional impacts of new development are being mitigated fully in accordance with the program.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 13 2.0 FUTURE GROWTH
2.1 Recent Historical Trend
Western Riverside County experienced robust growth in the period from the late 1990’s to the mid 2000’s. The results of Census 2000 indicate that in the year 2000, Western Riverside County had a population of 1.187 million representing a 30% increase (or 2.7% average annual increase) from the 1990 population of 912,000. Total employment in Western Riverside County in 2000 was estimated by the SCAG to be 381,000 representing a 46% increase (or 3.9% average annual increase) over the 1990 employment of 261,000.
Despite the impacts of the Great Recession and the associated residential mortgage and foreclosure crisis, and more recently with the shifting of population during and following the COVID-19 pandemic, Western Riverside County has continued to grow due to the availability of relatively affordable residential and commercial property, and a generally well-educated workforce. By 2010, the population of the region had grown to 1.742 million, a further 47% growth in population from 2000. Similarly, total employment in the region had also grown from 2000 to 2010 with 434,000 employees estimated to be working in Western Riverside County. This represents a 12% increase from the 381,000 employees working in the region in 2000.
2.2 Available Demographic Data
A variety of alternate demographic information that quantifies future population, household and employment growth is available for Western Riverside County. For earlier versions of the TUMF Nexus Study, the primary available source of consolidated demographic information for Western Riverside County was provided by SCAG. SCAG is the largest of nearly 700 Councils of Government (COG) in the United States and functions as the Metropolitan Planning Organization (MPO) for six counties in Southern California including Los Angeles, Orange, San Bernardino, Riverside, Ventura and Imperial. SCAG is mandated by the federal government to research and plan for issues of regional significance including transportation and growth management. As part of these responsibilities, SCAG maintains a comprehensive database of regional socioeconomic data and develops demographic projections and travel demand forecasts for Southern California.
In preparation for the 2020 RTP/SCS, SCAG undertook robust stakeholder engagement, including participation by WRCOG, Riverside County and the various cities in Western Riverside County, to develop regional demographic forecasts. Using input from regional stakeholders regarding anticipated patterns and rates of development, SCAG compiled and disseminated the forecasts that were ultimately adopted in 2020, including those specific to Western Riverside County. The SCAG forecasts adopted for the 2020 RTP/SCS were subsequently used as the basis for RivCoM and are used as the basis for this TUMF Nexus Study Update.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 14 2.3 Demographic Assumptions Used for the Nexus Study Analysis
A major distinction between data used for the TUMF Nexus Study 2016 Update and the SCAG 2020 RTP/SCS data used for this 2024 Update is the change in the base year from 2012 to 2018, as well as the change in the horizon year from 2040 to 2045. This shift in the base year and horizon year demographic assumptions of the program carries through all aspects of the nexus analysis, including the travel demand forecasting, network review and fee calculation.
The SCAG 2020 RTP/SCS data were compared to the 2016 RTP/SCS data used in the TUMF Nexus Study 2016 Update. As can be seen in Table 2.1 and Figure 2.1, the 2018 data reflects an increase in population and single-family households, and a very slight decline in multi-family households. Employment grew substantially overall, with significant growth in industrial employment, largely attributable to the rapid expansion of warehousing and logistics facilities in Western Riverside County. In contrast, there was a notable decline in government and public sector employment in the region from 2012 to 2018
Table 2.1 - Base Year Socioeconomic Estimates for Western Riverside County
SED Type 2016 Update
(2012)
2024 Update
(2018) Change Percent
Total Population 1,773,935 1,905,440 131,505 7%
Total Households 525,149 554,573 29,424 6%
Single-Family 366,588 397,407 30,819 8%
Multi-Family 158,561 157,166 -1,395 -1%
Total Employment 460,787 570,420 109,633 24%
Industrial 120,736 169,334 48,598 40%
Retail 65,888 73,814 7,926 12%
Service 253,372 308,703 55,331 22%
Government/Public Sector 20,791 18,569 -2,222 -11%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
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TUMF Nexus Study – 2024 Program Update September 9, 2024 15 Figure 2.1 – Base Year Socioeconomic Estimates for Western Riverside County
Table 2.2 and Figure 2.2 compare the socioeconomic forecasts for the program horizon year of 2045 used in the TUMF Nexus Study 2016 Update and 2045 for this study. The most recent forecasts reflect an increase in the horizon year population and households, and a decrease in overall employment in Western Riverside County. The change in employment was not, however, consistent across sectors. The retail employment forecast has decreased approximately 15% from 2040 to 2045, while the industrial employment forecast has increased over 20%. This shift is consistent with the emergence of e-commerce as an alternative to traditional “brick and mortar” retail.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 16 Table 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County
SED Type 2016 Update
(2040)
2024 Update
(2045) Change Percent
Total Population 2,429,633 2,533,876 104,243 4%
Total Households 775,231 812,399 37,168 5%
Single-Family 539,631 564,898 25,267 5%
Multi-Family 235,600 247,501 11,901 5%
Total Employment 861,455 846,442 -15,013 -2%
TUMF Industrial 201,328 245,915 44,587 22%
TUMF Retail 101,729 86,929 -14,800 -15%
TUMF Service 528,092 482,958 -45,134 -9%
TUMF Government/Public Sector 30,306 30,640 334 1%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
Figure 2.2 - Horizon Year Socioeconomic Estimates for Western Riverside County
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TUMF Nexus Study – 2024 Program Update September 9, 2024 17 Table 2.3 and Figure 2.3 summarize the socioeconomic data obtained from SCAG and used as the basis for completing this Nexus Study analysis. The SCAG employment data for 2018 and 2045 was provided for thirteen employment sectors consistent with the California Employment Development Department (EDD) Major Groups including:
Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Retail Trade; Transportation, Warehousing and Utilities; Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service; and Government. For the purposes of the Nexus Study, the EDD Major Groups were aggregated to Industrial (Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Transportation, Warehousing and Utilities), Retail (Retail Trade), Service (Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service) and Government/Public Sector (Government). These four aggregated sector types were used as the basis for calculating the fee as described in Section 6.2. Appendix B provides a table detailing the EDD Major Groups and corresponding North American Industry Classification System (NAICS) Categories that are included in each non- residential sector type.
Table 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045)
SED Type 2018 2045 Change Percent
Total Population 1,905,440 2,533,876 628,436 33%
Total Households 554,573 812,399 257,826 46%
Single-Family 397,407 564,898 167,491 42%
Multi-Family 157,166 247,501 90,335 57%
Total Employment 570,420 846,442 276,022 48%
TUMF Industrial 169,334 245,915 76,581 45%
TUMF Retail 73,814 86,929 13,115 18%
TUMF Service 308,703 482,958 174,255 56%
TUMF Government/Public Sector 18,569 30,640 12,071 65%
Source: SCAG 2020 RTP/SCS
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TUMF Nexus Study – 2024 Program Update September 9, 2024 18 Figure 2.3 - Population, Households and Employment in Western Riverside County (2018 to 2045)
The combined effects of the changes in the base year and horizon year socioeconomic data are modest reductions in the total growth in population and single-family households, but a notable increase in multi-family households. The change in total employment is reduced by 31%, with the most significant reduction in employment growth in the retail sector (-63%), while the industrial sector saw only a slight reduction in total employment growth compared to the 2016 Nexus Update (5%).
The Government/public sector employment growth has increased by 27% from the 2016 Nexus Study to the 2024 Nexus Study, although the total number of jobs increased is relatively small as a share of the total employment. Table 2.4 and Figure 2.4 provide a comparison of the changes in population, households and employment between the 2016 Nexus Update and the 2024 Nexus Update. The table and figure clearly illustrate the reduction in the rate of growth in Western Riverside County largely attributable to the effects of the economic recession. This reduced rate of growth in the region will serve as the basis for reevaluating the level of impact of new development on the transportation system in the next section, as well as providing the basis for the determination of the fair share fee for each land use type.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 19 Table 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison)
SED Type 2016 Update
(2012-2040)
2024 Update
(2018-2045) Difference Percent
Total Population 655,698 628,436 -27,262 -4%
Total Households 250,082 257,826 7,744 3%
Single-Family 173,043 167,491 -5,552 -3%
Multi-Family 77,039 90,335 13,296 17%
Total Employment 400,668 276,022 -124,646 -31%
TUMF Industrial 80,592 76,581 -4,011 -5%
TUMF Retail 35,841 13,115 -22,726 -63%
TUMF Service 274,720 174,255 -100,465 -37%
TUMF Government/Public Sector 9,515 12,071 2,556 27%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
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TUMF Nexus Study – 2024 Program Update September 9, 2024 20 Figure 2.4 - Population, Households and Employment in Western Riverside County (Existing to Future Change Comparison)
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TUMF Nexus Study – 2024 Program Update September 9, 2024 21 3.0 NEED FOR THE TUMF
All new developments have some effect on the transportation infrastructure in a community, city or county due to an increase in travel demand. Increasing usage of the transportation facilities leads to more traffic, progressively increasing VMT, traffic congestion and decreasing the level of service (LOS) 3. To meet the increased travel demand and keep traffic flowing, improvements to transportation facilities become necessary to sustain pre-development traffic conditions.
The projected growth in Western Riverside County (33% growth in population and 48% growth in employment in 27 years) and the related growth in VMT can be expected to increase congestion and degrade mobility if substantial investments are not made in the transportation infrastructure. This challenge is especially critical for arterial highways and roadways that carry a significant number of the trips between cities, since traditional sources of transportation improvement funding (such as the gasoline tax and local general funds) will not be nearly sufficient to fund the improvements needed to serve new development. Development exactions generally provide only a fraction of the improvements with those being confined to the area immediately adjacent to the respective development, and the broad-based county-level funding sources (i.e., Riverside County’s half-cent sales tax known as Measure A) designate only a small portion of their revenues for arterial roadway improvements.
This section documents the existing and future congestion levels that demonstrate the need for future improvements to the transportation system to specifically mitigate the cumulative regional transportation impacts of new development. It then describes the TUMF concept that has been developed to fund future new developments’ fair share of needed improvements.
The forecast of future congestion levels is derived from Year 2045 No-Build travel demand forecasts for Western Riverside County developed using RivCoM. The Year 2045 No-Build scenario evaluates the effects of 2045 population, employment and resultant traffic generation on the 2021 existing arterial highway network.
3.1 Future Highway Congestion Levels
To support the evaluation of the cumulative regional impacts of new development on the existing arterial highway system in Western Riverside County, existing (2018) and future (2045) SED were modeled on the existing (2021) arterial highway network using RivCoM. To quantify traffic growth impacts, various traffic measures of effectiveness were calculated for the AM and PM peak periods for each of the two scenarios. The
3 The Highway Capacity Manual 6 th Edition – A Guide for Multimodal Mobility Analysis (Transportation Research Board, National Academy of Sciences, Washington, D.C., 2016, Volume 1 – Concepts, pp 5-3) describes LOS as a “quantitative stratification of performance measure or measures representing quality of service….HCM defines six levels of service, ranging from A to F, for each service measure or combination of measures. LOS A represents the best operating conditions from the traveler’s perspective and LOS F the worst.”
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TUMF Nexus Study – 2024 Program Update September 9, 2024 22 WRCOG TUMF study area was extracted from the greater regional model network for the purpose of calculating measures for Western Riverside County only. Peak period performance measures for the Western Riverside County TUMF study area included total VMT, total vehicle hours of travel (VHT), total combined vehicle hours of delay (VHD), and total VMT experiencing unacceptable level of service (LOS E). These results were tabulated in Table 3.1. Plots of the Network Extents are attached in Appendix C.
Total Arterial VMT, VHT, VHD and LOS E Threshold VMT were calculated to include all principal arterials, minor arterials and major connectors, respectively. Regional values for each threshold were calculated for a total of all facilities including arterials, freeways, freeway ramps and High-Occupancy Vehicle (HOV) lanes.
Table 3.1 - Regional Highway System Measures of Performance (2018 Existing to 2045 No-Build)
Measure of Performance*
Peak Periods (Total)
2018 Existing 2045 No-Build % Change % Annual
VMT - Total ALL FACILITIES 23,284,724 29,897,254 28% 0.9% VMT - FREEWAYS 13,514,522 15,490,284 15% 0.5% VMT - ALL ARTERIALS 9,770,202 14,406,970 47% 1.4% TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 38% 1.2% VHT - TOTAL ALL FACILITIES 541,350 915,439 69% 2.0% VHT - FREEWAYS 263,792 399,128 51% 1.5% VHT - ALL ARTERIALS 277,558 516,311 86% 2.3% TOTAL TUMF ARTERIAL VHT 174,455 320,869 84% 2.3% VHD - TOTAL ALL FACILITIES 108,900 338,056 210% 4.3% VHD - FREEWAYS 66,156 170,649 158% 3.6% VHD - ALL ARTERIALS 42,745 167,407 292% 5.2% TOTAL TUMF ARTERIAL VHD 33,249 124,863 276% 5.0% VMT LOS E - TOTAL ALL FACILITIES 5,605,070 13,369,483 139% 3.3% VMT LOS E - FREEWAYS 4,725,471 9,316,891 97% 2.5% VMT LOS E & F - ALL ARTERIALS 879,599 4,052,592 361% 5.8% TOTAL TUMF ARTERIAL VMT w/ LOS E or worse 765,782 3,184,133 316% 5.4% % of TUMF ARTERIAL VMT w/ LOS E or worse 12% 37%
* Based on RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021
NOTES:
Volume is adjusted by PCE factor
VMT = vehicle miles of travel (the total combined distance that all vehicles travel on the system) VHT = vehicle hours of travel (the total combined time that all vehicles are traveling on the system) VHD = vehicle hours of delay (the total combined time that all vehicles have been delayed on the system based on the difference between forecast travel time and free-flow (ideal) travel time) LOS = level of service (based on forecast volume to capacity ratios).
LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 23 The following formulas were used to calculate the respective values:
The calculated values were compared to assess the total change between 2018 Existing and 2045 No-Build scenarios, and the average annual change between 2018 Existing and 2044 No-Build. As can be seen from the RivCoM outputs summarized in Table 3.1, the additional traffic generated by new development will cause peak period VMT on the arterial highway network to increase by approximately 47% by the year 2045 (approximately 1.4% per year). In the absence of additional improvements to the transportation network in Western Riverside County, the growth in VMT will cause congestion on the highway system to increase almost exponentially, with the most significant increase in congestion observed on the arterial highway system that includes the TUMF Network. Many facilities will experience a significant increase in vehicle delay and deterioration in LOS to unacceptable levels because of new development and the associated growth in traffic. According to the Highway Capacity Manual 6 th Edition – A Guide for Multimodal Mobility Analysis (Transportation Research Board, National Academy of Sciences, Washington, D.C., 2016), “LOS E describes operation at or near capacity. Operations…at this level are highly volatile because there are virtually no usable gaps within the traffic stream, leaving little room to maneuver within the traffic stream. Any disruption to the traffic stream, such as vehicles entering…or a vehicle changing lanes, can establish a disruption wave that propagates throughout the upstream traffic stream….the physical and psychological comfort afforded drivers is poor.”
The Congestion Management Program for Riverside County (CMP) published by the Riverside County Transportation Commission (RCTC) in 2011 designates LOS E as the “traffic standards must be set no lower than LOS E for any segment or intersection along the CMP System of Highways and Roadways” in Riverside County. “The intent of the CMP is to more directly link land use, transportation, and air quality, thereby prompting reasonable growth management programs that will effectively utilize new transportation funds, alleviate traffic congestion and related impacts, and improve air quality.” 4 The CMP provides a mechanism for monitoring congestion on the highway system and, where congestion is observed, establishes procedures for developing a deficiency plan to address improvement needs. The reactive nature of the CMP to identify and remediate existing congestion differs from the proactive nature of the TUMF program to anticipate and provide for future traffic needs. For this reason, the TUMF
4 Congestion Management Program for Riverside County – Executive Summary (Riverside County Transportation Commission, 2011) Page ES-3, ES-1
VMT = Link Distance * Total Daily Volume
VHT = Average Loaded (Congested) Link Travel Time * Total Daily Volume VHD = VHT – (Free-flow (Uncongested) Link Travel Time * Total Daily Volume) VMT LOS E or F = VMT (on links where Daily V/C exceeded 0.90)
Note: Volume to capacity (v/c) ratio thresholds for LOS E are based on the Transportation Research Board 2010 Edition of the Highway Capacity Manual (HCM 2010) LOS Maximum V/C Criteria for Multilane Highways with 45 mph Free Flow Speed (Exhibit 14-5, Chapter 14, Page 14-5). .
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TUMF Nexus Study – 2024 Program Update September 9, 2024 24 program follows the guidance of the Highway Capacity Manual in establishing LOS E as the threshold for unacceptable level of service, and subsequently as the basis for measuring system performance and accounting for existing needs. This approach ensures a more conservative accounting of existing system needs as part of the determination of the “fair share” of mitigating the cumulative regional impacts of future new development on the transportation system.
The continuing need for a mitigation fee on new development is shown by the adverse impact that new development will have on Western Riverside County’s transportation infrastructure, and particularly the arterial highway network. As a result of the new development and associated growth in population and employment in Western Riverside County, additional pressure will be placed on the transportation infrastructure with the total peak period VMT on the Western Riverside County Regional System of Highways and Arterials (RSHA; also referred to as the TUMF Network) estimated to increase by approximately 38% or 1.2% compounded annually.
As shown in Table 3.1, the peak period VMT on arterial facilities within the TUMF Network experiencing LOS E or worse will increase by approximately 316% or 5.4% compounded annually in Western Riverside County in the period between 2018 and 2045. By 2045, 37% of the total VMT on the TUMF arterial highway system is forecast to be traveling on facilities experiencing daily LOS E or worse. Without improvements to the TUMF arterial highway system, the total vehicle hours of delay (VHD) experienced by area motorists on TUMF arterial highways during the peak periods will increase by approximately 5.0% per year. The combined influences of increased travel demand and worsened LOS that manifest themselves in severe congestion and delay highlighting the continuing need to complete substantial capacity expansion on the TUMF arterial highway system to mitigate the cumulative regional impact of increased travel demand resulting from new development.
The RivCoM outputs summarized in Table 3.1 clearly demonstrate that the travel demands generated by future new development in the region will lead to increasing levels of traffic congestion, especially on the arterial roadways. The need to improve these roadways to accommodate the anticipated growth in VMT and relieve future congestion is therefore directly linked to the future development which generates the additional travel demand.
3.2 Future Transit Utilization Levels
In addition to the roadway network, public transportation will play a role in serving future travel demand in the region. Transit represents a critical component of the transportation system by providing an alternative mode choice for those not wanting to use an automobile, and particularly for those who do not readily have access to an automobile. As population and employment in Western Riverside County grows because of new development, demand for regional transit services in the region is also expected to grow.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 25 While some future transit trips will be accommodated by inter-regional transit services such as Metrolink, a substantial number of the trips within Western Riverside County will be served by bus transit services and for this reason the provision of regional bus transit service is considered integral to addressing the cumulative regional transportation impacts of new developments. Regional bus transit services within Western Riverside County are primarily provided by RTA.
In 2023, RTA reported average weekday daily ridership of 16,575 on their network of buses5. The SCAG 2020 RTP/SCS forecasts for RTA average weekday daily ridership in 2045 is 57,282. These values were used to represent the existing and future transit trips consistent with the analysis of highway trips described in Section 3.1. The existing and future transit ridership were compared to assess the impact of new development on transit demand. Average weekday daily ridership would be expected to grow by 40,707 between 2023 and 2045, or an average increase of 1,850 weekday daily riders each year. Average weekday daily system ridership is summarized in Appendix D.
The future growth in demand for public transit services is reflective of the cumulative regional impacts of new development, and the associated increase in demand for all types of transportation infrastructure and services to accommodate this growth.
Furthermore, bus transit ridership is expected to grow as the improved services being planned and implemented by RTA attract new riders and encourages existing riders to use transit more often as an alternative to driving. Attracting additional riders to bus transit services contributes to the mitigation of the cumulative regional transportation impacts of new development by reducing the number of trips that need to be served on the highway system. The need to provide additional bus transit services within Western Riverside County to satisfy this future demand is therefore directly linked to the future development that generates the demand.
3.3 The TUMF Concept
A sizable percentage of trip-making for any given local community extends beyond the bounds of the individual community as residents pursue employment, education, shopping and entertainment opportunities elsewhere. As new development occurs within a particular local community, this dispersal of trips of all purposes by new residents and the new business that serve them generates additional travel demand and contributes to the need for transportation improvements within their community and in the other communities of Western Riverside County. The idea behind a uniform mitigation fee is to have new development throughout the region contribute uniformly to paying the fair share cost of improving the transportation facilities that serve these trips between communities. Thus, the fee is intended to be used primarily to improve
5 RTA, like most public transportation agencies, have seen significant short-term declines in transit ridership resulting from changes in travel demands, mode choice and trip distribution following the COVID-19 pandemic. RTA’s 2016 actual average weekday daily ridership was 30,700. Post COVID-19, the RTA actual average weekday daily ridership in 2023 was 16,575, a decline of almost 50% of pre-pandemic ridership levels. These levels would be expected to continue to recover toward pre-pandemic levels as potential riders resume more regular work schedules, and apprehension toward the use of transit services for public health reasons wane.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 26 transportation facilities that serve trips between communities within the region (in particular, arterial roadways and regional bus transit services).
Some roadways serve trips between adjacent communities, while some also serve trips between more distant communities within the region. The differing roadway functions led to the concept of using a portion of the fee revenues for a backbone system of arterial roadways that serve the longer-distance trips (i.e. using TUMF revenues from the entire region), while using a second portion of the fee revenues for a secondary system of arterials that serve inter-community trips within a specific subregion or zone (i.e. using TUMF revenues from the communities most directly served by these roads – to some extent, a return-to-source of that portion of the funds). Reflecting the importance of public transit to provide an alternative to highway travel as part of a balanced regional transportation strategy, a third portion of fee revenues was reserved for improvements to regional bus transit services (i.e. using TUMF revenues from the entire region).
Much, but not all, of the new trip-making in each area is generated by residential development (i.e. when people move into new homes, they create new trips on the transportation system as they travel to work, school, shopping or entertainment). Some of the new trips are generated simply by activities associated with new businesses (i.e. new businesses will create new trips through the delivery of goods and services, etc.).
Apart from commute trips by residents coming to and from work, and the trips of residents coming to and from new businesses to get goods and services, the travel demands of new businesses are not considered to be directly attributable to residential development. The consideration of different sources of new travel demand is therefore reflected in the concept of assessing both residential and non-residential development for their related transportation impacts.
In summary, the TUMF concept includes the following:
A uniform fee that is levied on new development throughout Western Riverside County.
The fee is assessed roughly proportionately on new residential and non-residential development based on the relative impact of each new use on the transportation system.
A portion of the fee is used to fund capacity improvements on a backbone system of arterial roadways that serve longer-distance trips within the region; a portion of the fee is returned to the subregion or zone in which it was generated to fund capacity improvements on a secondary system of arterial roadways that link the communities in that area; and a portion of the fee is used to fund improvements to regional bus transit services that serve trips between the communities within the region.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 27 4.0 THE TUMF NETWORK
4.1 Identification of the TUMF Roadway Network
An integral element of the initial Nexus Study was the designation of the Western Riverside County Regional System of Highways and Arterials. This network of regionally significant highways represents those arterial and collector highway and roadway facilities that primarily support inter-community trips in Western Riverside County and supplement the regional freeway system. As a result, this system also represents the extents of the network of highways and roadways that would be eligible for TUMF funded improvements. The TUMF Network does not include the freeways of Western Riverside County as these facilities primarily serve longer distance inter-regional trips and a significant number of pass-through trips that have no origin or destination in Western Riverside County6.
The TUMF Network is the system of roadways that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. The RSHA for Western Riverside County was identified based on several transportation network and performance guidelines as follows:
1. Arterial highway facilities proposed to have a minimum of four lanes at ultimate build-out (not including freeways).
2. Facilities that serve multiple jurisdictions and/or provide connectivity between communities both within and adjoining Western Riverside County.
3. Facilities with forecast traffic volumes exceeding 20,000 vehicles per day in the future horizon year.
4. Facilities with forecast volume to capacity ratio of 0.90 (LOS E) or greater in the future horizon year.
5. Facilities that accommodate regional fixed route transit services.
6. Facilities that provide direct access to major commercial, industrial, institutional, recreational or tourist activity centers, and multi-modal transportation facilities (such as airports, railway terminals and transit centers).
Appendix E includes exhibits illustrating the various performance measures assessed during the definition of the RSHA.
Transportation facilities in Western Riverside County that generally satisfied these guidelines were initially identified, and a skeletal regional transportation framework evolved from facilities where several guidelines were observed. Representatives of all WRCOG constituent jurisdictions reviewed this framework in the context of current local transportation plans to define the TUMF Network, which was subsequently endorsed by
6 Since pass-through trips have no origin or destination in Western Riverside County, new development within Western Riverside County cannot be considered responsible for mitigating the impacts of pass-through trips. The impact of pass- through trips and the associated cost to mitigate the impact of pass-through trips (and other inter-regional freeway trips) is addressed in the Riverside County Transportation Commission (RCTC) Western Riverside County Freeway Strategic Plan, Phase II – Detailed Evaluation and Impact Fee Nexus Determination, Final Report dated May 31, 2008.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 28 the WRCOG Public Works Committee, WRCOG Technical Advisory Committee, TUMF Policy Committee and the WRCOG Executive Committee.
The RSHA is illustrated in Figure 4.1 . As stated previously, the RSHA represents those regional significant highway facilities that primarily serve inter-community trips in Western Riverside County and therefore also represents the extents of the network of highways and roadways that would be eligible for TUMF funded improvements.
The TUMF Network was reviewed as part of the 2024 Nexus Update to ensure facilities generally still met the previously described performance guidelines, and/or that the scope and magnitude of specific improvements to the TUMF Network were roughly proportional to the impacts needing to be mitigated. This review process resulted in the removal of various facilities from the TUMF Network, as well as various changes in the scope and magnitude of specific improvements to the TUMF Network. The resulting TUMF Network used as the basis for this Nexus Update is discussed in Section 4.3 of this report.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 30 4.2 Backbone Network and Secondary Network
As indicated previously, the TUMF roadway network was refined to distinguish between facilities of “Regional Significance” and facilities of “Zonal Significance.” Facilities of Regional Significance were identified as those that typically are proposed to have a minimum of six lanes at general plan build-out 7, extend across and/or between multiple Area Planning Districts 8, and are forecast to carry at least 25,000 vehicles per day in 2045. The Facilities of Regional Significance have been identified as the “backbone” highway network for Western Riverside County. A portion of the TUMF fee is specifically designated for improvement projects on the backbone system. The backbone network is illustrated in Figure 4.2.
Facilities of Zonal Significance (the “secondary” network) represent the balance of the RSHA for Western Riverside County. These facilities are typically within one zone and carry comparatively lesser traffic volumes than the backbone highway network, although they are considered significant for circulation within the respective zone. A portion of the TUMF is specifically designated for improvement projects on the secondary network within the zone in which it is collected. The WRCOG APD or zones are illustrated in Figure 4.3.
7 Although facilities were identified based on the minimum number of lanes anticipated at general plan buildout, in some cases it was determined that there was not sufficient demand for all additional lanes on some facilities until beyond the current timeframe of the TUMF Program (2045). As a result, only a portion of the additional lanes on these facilities have currently been identified for funding with TUMF revenues, reflecting the cumulative impact of new development through the current duration of the TUMF Program.
8 Area Planning Districts (APD) are the five aggregations of communities used for regional planning functions within the WRCOG area. Area Planning Districts are interchangeably referred to as TUMF Zones.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 33 4.3 Future Roadway Transportation Needs
To calculate a “fair share” fee for new development, it is necessary to estimate the cost of improvements on the TUMF system that will be needed to mitigate the cumulative regional impacts of future transportation demands created by new development.
Estimates of the cost to improve the network to mitigate the cumulative impacts of new development were originally developed based on unit costs prepared for the Coachella Valley Association of Governments (CVAG) Regional Arterial Cost Estimate (RACE)9, and the WRCOG Southwest District SATISFY 2020 Summary of Cost Estimates 10 (TKC/WRCOG 2000). The RACE cost estimates were developed based on a summary of actual construction costs for projects constructed in Riverside County in 1998.
The initial unit cost estimates for the TUMF (based on inflated RACE cost estimates) were reviewed in the context of the SATISFY 2020 Draft Cost Estimates and were consolidated to provide typical improvement costs for each eligible improvement type. The refinement of unit costs was completed to simplify the process of estimating the cost to improve the entire TUMF network. Based on RACE and SATISFY 2020, consolidated cost estimates included typical per mile or lump sum costs for each of the improvement types eligible under the TUMF Program. The resultant revised unit cost estimates were used as the basis for estimating the cost to complete the necessary improvements to the TUMF network to mitigate the cumulative regional transportation impacts of new development.
Variations in the consolidated cost estimates for specific improvement types were provided to reflect differences in topography and land use across the region. Unit costs for roadway construction were originally varied to account for variations in construction cost (in particular, roadway excavation and embankment cost) associated with construction on level (code 1) rolling (code 2) and mountainous (code 3) terrain, respectively. Right-of-way acquisition costs which originally included consideration for land acquisition, documentation and legal fees, relocation and demolition costs, condemnation compensation requirements, utility relocation, and environmental mitigation costs were also varied to account for variations in right-of-way costs associated with urban (developed commercial/residential mixed uses – code 1), suburban (developed residential uses – code 2) and rural (undeveloped uses – code 3) land uses, respectively. Lump sum costs for interchange improvements were originally varied to account for variations in cost associated with new complex, new standard (or fully reconstructed), or major (or partially reconstructed) or minor (individual ramp improvements) interchange improvements.
As part of the 2024 TUMF Nexus Update, the original unit cost categories were revised to generate entirely new unit cost values based on the most recent available construction cost, labor cost and land acquisition cost values for comparable projects within Riverside County. The recalculation of the TUMF unit cost components was completed
9 Parsons Brinckerhoff/Coachella Valley Association of Governments, 1999, Regional Arterial Cost Estimate (RACE)
10 TKC/Western Riverside Council of Governments, 2000, SATISFY 2020 Summary of Cost Estimates
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TUMF Nexus Study – 2024 Program Update September 9, 2024 34 as part of the 2024 Nexus Update to reflect the effects of significant changes in materials, labor and land acquisition costs including the influences of supply chain disruptions during and following the COVID-19 pandemic, and the elevated rates of inflation prevailing in the past few years. Appendix F provides a detailed outline of the assumptions and methodology leading to the revised TUMF unit cost assumptions developed as part of the 2024 Nexus Update. A new category was also added to the cost assumptions to facilitate the use of intelligent transportation systems (ITS) to enhance traffic flows in arterial corridors that require mitigation but cannot accommodate construction of addition lane capacity.
Section 8.5.1 of the Riverside County Integrated Project (RCIP) Multiple Species Habitat Conservation Plan (MSHCP) adopted by the Riverside County Board of Supervisors on June 17, 2003, states that “each new transportation project will contribute to Plan implementation. Historically, these projects have budgeted 3% - 5% of their construction costs to mitigate environmental impacts.” This expectation is reiterated in the Western Riverside County Multiple Species Habitat Conservation Plan Nexus Fee Study Update (Economic & Planning Systems, Inc., October 2020) Section 6 which indicates that “about 44% of the revenue for the program” is expected to be derived from non-fee sources, including ” the Measure A sales tax which is authorized through 2039 and other transportation funding sources such as the Transportation Uniform Mitigation Fees (TUMF).” Consistent with the MSHCP Nexus Report, an amount equal to 5% of the construction cost for new TUMF network lanes, bridges and railroad grade separations will be specifically included as part of TUMF Program with revenues to be provided to the Western Riverside County Regional Conservation Authority (RCA) for the acquisition of land identified in the MSHCP. The relevant sections of the MSHCP document and the most recent MSHCP Nexus Report are included in Appendix F.
Table 4.1 summarizes the unit cost estimate assumptions used to develop the TUMF network cost estimate as part of the current Nexus Update. Table 4.1 also includes a comparison of the original TUMF unit cost assumptions and the 2016 Nexus Study unit cost assumptions that demonstrates the significant increases in unit costs observed during recent years. In most cases the unit cost assumptions have more than doubled from those used for the 2016 Nexus Study. Cost estimates are provided in current year values as indicated.
To estimate the cost of improving the regional network to provide for traffic growth from new development, the network characteristics and performance guidelines (outlined in Section 4.1 ) were initially used as a basis for determining the needed improvements.
The initial list of improvements was then compared with local General Plan Circulation Elements to ensure that the TUMF network included planned arterial roadways of regional significance. A consolidated list of proposed improvements and the unit cost assumptions were then used to establish an initial estimate of the cost to improve the network to mitigate for future traffic growth associated with new development. This initial list of proposed improvements has since been revised and updated as part of each subsequent Nexus Update to reflect the completion of projects, changing levels of development and associated changes in travel demand and transportation system impacts to be mitigated as part of the TUMF program.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 35 Table 4.1 - Unit Costs for Arterial Highway and Street Construction
Component
Type
Original Cost
Assumptions as
published
October 18, 2002
Cost Assumptions
per 2016 Nexus
Study
July 10, 2017
Cost Assumptions
per 2024 Nexus
Update
Description
Terrain 1 $550,000 $692,000 $1,132,000 Construction cost per lane mile - level terrain
Terrain 2 $850,000 $878,000 $1,740,000 Construction cost per lane mile - rolling terrain
Terrain 3 $1,150,000 $1,064,000 $2,350,000 Construction cost per lane mile - mountainous terrain
Landuse 1 $900,000 $2,509,000 $7,830,000 ROW cost factor per lane mile - urban areas
Landuse 2 $420,000 $2,263,000 $5,440,000 ROW cost factor per lane mile - suburban areas
Landuse 3 $240,000 $287,000 $490,000 ROW cost factor per lane mile - rural areas
Interchange 1 n/a $50,032,000 $84,190,000
Complex new
interchange/interchange
modification cost
Interchange 2 $20,000,000 $25,558,000 $43,490,000 New interchange/interchange modification total cost
Interchange 3 $10,000,000 $12,343,000 $22,550,000 Major interchange improvement total cost
Bridge 1 $2,000 $3,180 $4,800 Bridge total cost per lane per linear foot
RRXing 1 $4,500,000 $6,376,000 $18,200,000 New Rail Grade Crossing per lane RRXing 2 $2,250,000 $2,733,000 $6,900,000 Existing Rail Grade Crossing per lane ITS 1 $686,400 Infrastructure for ITS of roadway
segments per route mile
Planning 10% 10% 10%
Planning, preliminary engineering
and environmental assessment costs
based on construction cost only
Engineering 25% 25% 25%
Project study report, design,
permitting and construction
oversight costs based on
construction cost only
Contingency 10% 10% 10% Contingency costs based on total segment cost
Administration 4% 4% TUMF program administration based on total TUMF eligible network cost
MSHCP
5% 5%
TUMF component of MSHCP based
on total TUMF eligible construction
cost
As indicated in Table 2.4 and Figure 2.4, the anticipated rate of forecasted growth in Western Riverside County has been reduced by 4% for population, 3% for single-family residential and 31% for employment. This reduced rate of forecasted socioeconomic growth has a commensurate impact on the forecasted daily traffic in the region as demonstrated by the 2016 Nexus Study VMT compared to the 2024 Nexus Update VMT in Table 4.2. As shown in the table, the forecast peak period VMT on the TUMF arterial network in the year 2045 as the basis for the 2024 Nexus Update is more than 5% less than the comparable peak period VMT for 2040 used for the 2016 Nexus Study.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 36 Table 4.2 – Forecasted Daily Traffic in Western Riverside County
Measure of Performance
2024 Nexus Update 2016 Nexus Study
Peak Period Peak Period
2018 Existing 2045 No-Build 2012 Existing 2040 No-Build VMT - Total ALL FACILITIES 23,284,724 29,897,254 19,532,437 29,277,587 VMT - FREEWAYS 13,514,522 15,490,284 11,019,155 14,487,570 VMT - ALL ARTERIALS 9,770,202 14,406,970 8,513,282 14,790,016 TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 5,585,202 9,089,495
Source: RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021; RivTAM 2012 network and SCAG 2016 RTP/SCS SED with updated 2015 arterial network completed by WSP, September 2016
As a result of the reduced forecast traffic growth in the region, it is anticipated that the cumulative regional impacts of new development on the arterial highway and transit systems in the region is also reduced necessitating a reduction in the projects identified on the TUMF Network to mitigate the impacts of new development. As part of the 2024 Nexus Update, the list of proposed improvements included in the initial Nexus Study and validated during the subsequent Nexus updates was reviewed for accuracy and, where necessary, amended to remove or modify projects that have changed in need to mitigate impacts based on changes in the patterns of growth and travel demand within the region. Projects completed since the adoption of the 2016 Nexus Update were also removed from the network to reflect the fact that mitigation at these locations is no longer required. The specific network changes were screened by the WRCOG Public Works Committee for consistency with TUMF network guidelines including travel demand and traffic performance.
Based on the findings of the network screening, elements of specific projects were revised to reflect necessary network corrections and modifications to project assumptions. A matrix summarizing the disposition of the requests received as part of the 2024 TUMF Nexus Update was developed and is included in Appendix G.
Eligible arterial highway and street improvement types to mitigate the cumulative regional transportation impacts of new development on Network facilities include:
1. Construction of additional Network roadway lanes
2. Construction of new Network roadway segments
3. Expansion of existing Network bridge structures
4. Construction of new Network bridge structures
5. Expansion of existing Network interchanges with freeways
6. Construction of new Network interchanges with freeways
7. Grade separation of existing Network at-grade railroad crossings
8. Installation of ITS along Network roadway segments
All eligible improvement types, except for ITS, provide additional capacity to Network facilities to accommodate future traffic growth generated by new development in Western Riverside County. ITS provides the ability to improve traffic flows along corridors
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TUMF Nexus Study – 2024 Program Update September 9, 2024 37 where capacity expansion is not possible. Following the comprehensive update of the TUMF Program, the estimated total cost to improve the RSHA for Western Riverside County is $4.84 billion with this cost including all arterial highway and street planning, engineering, design, right-of-way acquisition and capital construction costs, but not including transit, MSHCP or program administration costs that will be subsequently described. It should be noted that the full cost to improve the TUMF Network cannot be entirely attributed to new development and must be adjusted to account for the previous obligation of other funds to complete necessary improvements and unfunded existing needs. Sections 4.5 and 4.6 describe the adjustments to the total TUMF Network improvement need to account for existing needs and obligated funds.
In addition to the arterial highway and street improvement costs indicated above, the TUMF Nexus Update included specific consideration for the TUMF Program obligation to the MSHCP program to mitigate the impact of TUMF network improvements on species and habitat within Western Riverside County. The TUMF obligation to MSHCP was calculated at a rate of 5% of the total construction (capital) cost of new lane segments, bridges and railroad grade separations on the TUMF Network. The total obligation to the MSHCP as indicated in the TUMF Network cost fee table is approximately $64.6 million, although the total obligation specific to the TUMF program is reduced to account for MSHCP obligations associated with improvements addressing existing needs and therefore excluded from TUMF.
The TUMF 2024 Nexus Update similarly includes specific consideration of the costs associated with WRCOG administration of the TUMF Program. The average cost for WRCOG to administer the TUMF Program was calculated at a rate of 4% of the total eligible cost of new lane segments (including interchanges, bridges and railroad grade separations) on the TUMF Network and new transit services. Administration costs incurred by WRCOG include direct salary, fringe benefit and overhead costs for WRCOG staff assigned to administer the program and support participating jurisdictions, and costs for consultant, legal and auditing services to support the implementation of the TUMF program. The total cost for WRCOG administration of the TUMF Program as indicated in the TUMF Network cost fee table is approximately $161.2 million.
The detailed TUMF network cost calculations are provided in Section 4.7, including each of the individual segments and cost components considered as part of the TUMF Program, and the maximum eligible TUMF share for each segment following adjustments for obligated funding and unfunded existing needs as described in subsequent sections.
4.4 Public Transportation Component of the TUMF System
In addition to the roadway network, public transportation plays a key role in serving future travel demand in the region. Public transportation serving inter-community trips is generally provided in the form of public bus transit services and in particular express bus or other high frequency services between strategically located community transit centers. In Western Riverside County, these bus transit services are typically provided by
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TUMF Nexus Study – 2024 Program Update September 9, 2024 38 RTA. Transit needs to serve future regional travel in Western Riverside County via bus transit include vehicle acquisitions, transit centers, express bus stop upgrades, maintenance facilities and other associated capital improvements to develop express bus or other high frequency inter-community transit bus services within the region.
Metrolink commuter rail service improvements were not included in the TUMF Program as they typically serve longer inter-regional commute trips equivalent to freeway trips on the inter-regional highway system.
The network of regionally significant bus transit services represents those express bus and other high frequency transit bus services that primarily support inter-community trips in Western Riverside County and supplement the regional highway system and inter- regional commuter rail services. As a result, this portion of the bus transit system also represents the extents of the network of bus services that would be eligible for TUMF funded improvements.
The TUMF Bus Transit Network is the system of bus services that serve inter-community trips within Western Riverside County and therefore are eligible for improvement funding with TUMF funds. The Bus Transit Network for Western Riverside County was identified based on several transit network and performance guidelines as follows:
1. Bus transit routes (or corridors comprised of multiple overlapping routes) proposed to have a frequency of greater than three buses per direction during peak hours at ultimate build out.
2. Routes or corridors that serve multiple jurisdictions and/or provide connectivity between communities, both within and adjoining western Riverside County.
3. Routes or corridors with forecast weekday bus ridership in excess of 1,000 person trips per day by 2040.
4. Routes or corridors that are proposed to provide timed interconnections with at least four other routes or corridors at ultimate build out.
5. Routes or corridors that utilize the majority of travel along the TUMF RSHA.
6. Routes or corridors that provide direct access to areas of forecast population and employment growth, major commercial, industrial, institutional, recreational or tourist activity centers, and multi-modal transportation facilities (such as airports, railway terminals and transit centers).
Express bus routes and other high-frequency bus transit routes and corridors in Western Riverside County that generally satisfied the respective guidelines were identified by RTA. Updated cost estimates for improving the infrastructure serving public transportation, including construction of transit centers and transfer facilities, express bus stop upgrades, and capital improvements needed to develop express bus and other high frequency bus transit service within the region were also provided by RTA.
The updated transit unit cost data provided by RTA are shown in Table 4.3.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 39 Table 4.3 - Unit Costs for Transit Capital Expenditures
Component Type*
Original Cost
Assumptions as
published
October 18, 2002
Cost Assumptions
per 2016 Nexus
Study
July 10, 2017
Cost
Assumptions per
2024 Nexus
Update
Description
Transit Center 1 $6,000,000 $7,465,000
Relocation/expansion of
existing Regional Transit
Center with up to 14 bus
bays and park and ride
Transit Center 2 $6,000,000 $9,000,000 $11,195,000
New Regional Transit Center
with up to 14 bus bays and
park and ride
Transfer Facility $1,000,000 $1,245,000 Multiple route transfer hub O & M Facility $50,000,000 $62,186,000 Regional Operations and Maintenance Facility
Green Technology $100,000 ZEB technology
enhancements
Bus Stop $10,000 $40,000 $50,000 Bus Stop Amenities Upgrade on TUMF Network
BRT Service Capital $540,000 $60,000 $75,000 BRT/Limited Stop Service Capital (per stop**)
Vehicle Fleet 1*** $160,000 Small Sized Bus/Van
Contract Operated
Vehicle Fleet 2 $155,000 $300,000 Medium Sized Bus Contract Operated
Vehicle Fleet 3 $325,125 $585,000 $1,271,000 Large Sized Bus Directly Operated
COA Study $950,000 $1,150,000
Comprehensive
Operational Analysis Study
component of Nexus Study
Update
* Transit Cost Component Types were restructured as part of the 2016 Nexus Update in accordance with the RTA Comprehensive Operational Analysis (January 2015) ** BRT Service Capital Cost Assumption was based on a per mile unit prior to the 2016 Nexus Update. 2016 Nexus Update uses a per stop unit cost for BRT Service Capital *** Vehicle Fleet component was restructured as part of the 2024 Nexus Update with the inclusion of Small Sized Bus/Van Contract Operated as Vehicle Fleet 1 and subsequent renumbering of Vehicle Fleet 2 and 3, respectively
The estimated total cost for future RTA bus transit services to accommodate forecast transit demand is approximately $217.9 million with this cost including all planning, engineering, design and capital improvement costs. Detailed transit component cost estimates are included in Section 4.7. The full cost to improve RTA bus transit services cannot be entirely attributed to new development and must be adjusted to account for existing needs. Section 4.6 describes the adjustments to the total transit cost to account for existing needs.
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TUMF Nexus Study – 2024 Program Update September 9, 2024 40 4.5 Existing Obligated Funding
For some of the facilities identified in the TUMF network, existing obligated funding has previously been secured through traditional funding sources to complete necessary improvements. Since funding has been obligated to provide for the completion of needed improvements to the TUMF system, the funded cost of these improvements will not be recaptured from future developments through the TUMF Program. As a result, the TUMF network cost was adjusted accordingly to reflect the availability of obligated funds.
To determine the availability of obligated funds, WRCOG staff, in conjunction with RCTC staff, completed a review of the current Federal Transportation improvement Program (FTIP) to identify TUMF eligible projects that were also programmed to receive funding from alternate sources. A table summarizing the obligated funds for segments of the TUMF network is included in Appendix H. A total of $382.9 million in obligated funding was identified for improvements to the TUMF system. The estimated total TUMF network project cost was subsequently reduced by this amount.
4.6 Unfunded Existing Improvement Needs
A review of the existing traffic conditions on the TUMF network (as presented in Table
3.1) indicates that some segments of the roadways on the TUMF system currently experience congestion and operate at unacceptable levels of service. In addition, demand for inter-community transit service already exists and future utilization of proposed inter-community transit services will partially satisfy this existing demand. The need to improve these portions of the system is generated, at least in part, by existing demand, rather than solely the cumulative regional impacts of future new development, so future new development cannot be assessed for the equivalent cost share of improvements providing for this existing need.
To account for existing need in the TUMF Network, the cost for facilities identified as currently experiencing LOS E or F was adjusted. This was done by identifying the portion of any segment of the TUMF Network with a volume to capacity (v/c) ratio of greater than 0.9 (the threshold for LOS E) in the RivCoM 2018 Existing scenario and extracting the share of the overall facility cost to improve that portion. This cost adjustment provides for the mitigation of incremental traffic growth on those TUMF segments with an existing high level of congestion. The following approach was applied to account for incremental traffic growth associated with new development as part of the existing need methodology:
1. Facilities with an existing need were identified by reviewing the RivCoM 2018 Existing scenario assigned traffic on the 2021 existing network and delineating
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 41 those facilities included on the TUMF Cost Fee Summary Table that have an average directional v/c exceeding 0.9011.
a. Weighted directional v/c values were used to determine existing need for network segments, which was calculated by:
i. Determining the length for the portion of each segment (model link), and calculating the ratio of link length to the overall segment length
ii. Generating the average directional v/c for each link, for both directions in AM and PM periods, and multiplying by link/segment length ratio
iii. Determining the maximum peak-period peak-direction v/c for each link, representing the highest directional v/c in either AM or PM
iv. Calculating weighted average v/c for each TUMF segment, based on the sum of all weighted max v/c values of each link within a segment
b. A similar method was used to determine existing need for spot improvements including interchanges, railroad crossings and bridges.
However, no weighting was used in the calculation of existing need for spot improvements. For these facilities, the peak-period peak-direction v/c values (highest directional v/c in either AM or PM) were utilized in the existing need calculation. This was based on the individual link within a network segment where a bridge or railroad crossing is located, or on- and off-ramps in the case of interchanges.
2. Initial costs of addressing the existing need were calculated by estimating the share of a particular roadway segments “new lane” cost, or individual spot improvement cost (including all associated ROW and soft costs).
3. Incremental growth in v/c was determined by comparing the average directional exisitng year v/c for the TUMF facilities (delineated under step one) with the horizon year v/c for the corresponding segments and spot improvements calculated based on the RivCoM 2045 No-Build scenario assigned traffic on the 2021 existing network using the same methodology as the existing year v/c.
11 The RivCoM 2021 Existing Network used for the TUMF Nexus Study analyses reflects the RivCoM 2018 base year network augmented to include highways facilities on the TUMF Network as they existed in December 2021. A second version of the base network was also developed adding only those facilities that had been identified on the 2016 TUMF Nexus study 2040 Build scenario that did not currently exist in December 2021 and therefore were not represented by a link(s) in the RivCoM base network. The Supplemental 2021 Existing Network was utilized as the basis for determining existing and future v/c for only those projects that did not currently exist on the 2021 TUMF Network.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 42 4. The proportion of the incremental growth attributable to new development was determined by dividing the result of step three with the total 2045 No-Build scenario v/c exceeding LOS E.
5. For those segments experiencing a net increase in v/c over the base year, TUMF will ‘discount’ the cost of existing need improvements by the proportion of the incremental v/c growth through 2045 No-Build compared to the 2018 Baseline v/c (up to a maximum of 100%).
The unfunded cost of existing highway improvement needs (including the related MSHCP obligation) totals $582.6 million. Appendix H includes a detailed breakdown of the existing highway improvement needs on the TUMF network, including the associated unfunded improvement cost estimate for each segment and spot improvement experiencing unacceptable LOS.
For transit service improvements, the cost to provide for existing demand was determined by multiplying the total transit component cost by the share of future transit trips representing existing demand. The cost of existing transit service improvement needs is $63.0 million representing 28.9% of the TUMF transit component. Appendix H includes tables reflecting the calculation of the existing transit need share and the existing transit need cost.
4.7 Maximum TUMF Eligible Cost
A total of $382.9 million in obligated funding was identified for improvements to the TUMF system. Since these improvements are already funded with other available revenue sources, the funded portion of these projects cannot also be funded with TUMF revenues. Furthermore, the total cost of the unfunded existing improvement need is $646.9 million. These improvements are needed to mitigate existing transportation deficiencies and therefore their costs cannot be assigned to new development through TUMF.
Based on the estimated costs described in Sections 4.3 and 4.4, the total value to complete the identified TUMF network and transit improvements, and administer the program is $5.28 billion. Having accounted for obligated funds and unfunded existing needs as described in Sections 4.5 and 4.6, respectively, the estimated maximum eligible value of the TUMF Program is $4.24 billion. The maximum eligible value of the TUMF Program includes approximately $3.87 billion in eligible arterial highway and street related improvements and $154.8 million in eligible transit related improvements. An additional $53.9 million is eligible as part of the TUMF Program to mitigate the impact of eligible TUMF related arterial highway and street projects on critical native species and wildlife habitat, while $161.2 million is provided to cover the costs incurred by WRCOG to administer the TUMF Program.
Figure 4.4 illustrates the various improvements to the RSHA included as part of the TUMF network cost calculation. Table 4.4 summarizes the TUMF network cost calculations for each of the individual segments. This table also identifies the maximum eligible TUMF share for each segment having accounted for obligated funding and unfunded
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 43 existing need. A detailed breakdown of the individual cost components and values for the various TUMF Network segments is included in Appendix H. Table 4.5 outlines the detailed transit component cost estimates. It should be noted that the detailed cost tables (and fee levels) are subject to regular review and updating by WRCOG and therefore WRCOG should be contacted directly to obtain the most recently adopted version of these tables (and to confirm the corresponding fee level).
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 45 Table 4.4 - TUMF Network Cost Estimates
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Central Menifee Ethanac Goetz Murrieta $0 $0
Central Menifee Ethanac Murrieta I-215 $0 $0
Central Menifee Ethanac I-215 interchange $32,698,000 $32,698,000 Central Menifee Ethanac Sherman Matthews $2,674,000 $2,674,000 Central Menifee Ethanac BNSF San Jacinto Branch railroad crossing $105,560,000 $105,560,000 Central Menifee Menifee SR-74 (Pinacate) Simpson $1,307,000 $1,307,000 Central Menifee Menifee Salt Creek bridge $4,384,000 $4,384,000 Central Menifee Menifee Simpson Aldergate $0 $0
Central Menifee Menifee Aldergate Newport $0 $0
Central Menifee Menifee Newport Holland $0 $0
Central Menifee Menifee Holland Garbani $0 $0
Central Menifee Menifee Garbani Scott $4,353,000 $4,353,000 Central Menifee Menifee/Whitewood Scott Murrieta City Limit $0 $0 Central Menifee Newport Goetz Murrieta $0 $0
Central Menifee Newport Murrieta I-215 $1,130,000 $1,130,000 Central Menifee Newport I-215 Menifee $0 $0
Central Menifee Newport Menifee Lindenberger $0 $0
Central Menifee Newport Lindenberger SR-79 (Winchester) $0 $0 Central Menifee Scott I-215 Briggs $8,635,000 $8,635,000 Central Menifee Scott I-215 interchange $0 $0
Central Menifee Scott Sunset Murrieta $4,388,000 $4,388,000 Central Menifee Scott Murrieta I-215 $16,949,000 $12,949,000 Central Menifee SR-74 Matthews Briggs $8,254,000 $8,254,000 Central Moreno Valley Alessandro I-215 Perris $13,420,000 $13,420,000 Central Moreno Valley Alessandro Perris Nason $0 $0
Central Moreno Valley Alessandro Nason Moreno Beach $0 $0 Central Moreno Valley Alessandro Moreno Beach Gilman Springs $18,019,000 $18,019,000 Central Moreno Valley Gilman Springs SR-60 Alessandro $7,291,000 $7,291,000 Central Moreno Valley Gilman Springs SR-60 interchange $0 $0 Central Moreno Valley Perris Reche Vista Ironwood $0 $0 Central Moreno Valley Perris Ironwood Sunnymead $0 $0
Central Moreno Valley Perris SR-60 interchange $32,698,000 $11,192,000 Central Moreno Valley Perris Sunnymead Cactus $0 $0
Central Moreno Valley Perris Cactus Harley Knox $0 $0
Central Moreno Valley Reche Vista Country Heacock $7,486,000 $3,799,000 Central Perris 11th/Case Perris Goetz $4,582,000 $4,582,000 Central Perris Case Goetz I-215 $20,876,000 $20,876,000 Central Perris Case San Jacinto River bridge $1,740,000 $1,235,000 Central Perris Ethanac Keystone Goetz $6,056,000 $6,056,000 Central Perris Ethanac San Jacinto River bridge $5,568,000 $5,568,000 Central Perris Ethanac I-215 Sherman $5,316,000 $5,316,000 Central Perris Goetz Case Ethanac $1,507,000 $999,000 Central Perris Goetz San Jacinto River bridge $5,568,000 $3,398,000 Central Perris Mid-County (Placentia) I-215 Perris $15,655,000 $15,655,000 Central Perris Mid-County (Placentia) I-215 interchange $0 $0 Central Perris Mid-County (Placentia) Perris Evans $22,985,000 $22,985,000 Central Perris Mid-County (Placentia) Perris Valley Storm Channel bridge $8,352,000 $8,352,000 Central Perris Perris Harley Knox Ramona $0 $0
Central Perris Perris Ramona Citrus $7,063,000 $7,063,000 Central Perris Perris Citrus Nuevo $0 $0
Central Perris Perris Nuevo 11th $6,927,000 $6,927,000
Central Perris Perris I-215 overcrossing bridge $0 $0
Central Perris Ramona I-215 Perris $5,039,000 $5,039,000 Central Perris Ramona I-215 interchange $32,698,000 $7,725,000 Central Perris Ramona Perris Evans $0 $0
Central Perris Ramona Evans Mid-County (2,800 ft E of Rider) $0 $0 Central Perris SR-74 (4th) Ellis I-215 $0 $0
Central Unincorporated Ethanac SR-74 Keystone $4,666,000 $4,666,000 Central Unincorporated Gilman Springs Alessandro Bridge Road $30,601,000 $30,601,000 Central Unincorporated Menifee Nuevo SR-74 (Pinacate) $16,684,000 $16,684,000 Central Unincorporated Mid-County Evans Ramona (2,800 ft E of Rider) $12,156,000 $12,156,000 Central Unincorporated Mid-County (Ramona) Ramona (2,800 ft E of Rider) Pico Avenue $0 $0 Central Unincorporated Mid-County (Ramona) Pico Avenue Bridge Road $47,769,000 $47,769,000 Central Unincorporated Mid-County (Ramona) San Jacinto River bridge $36,192,000 $36,192,000 Central Unincorporated Reche Canyon San Bernardino County Reche Vista $0 $0 Central Unincorporated Reche Vista Reche Canyon Country $0 $0 Central Unincorporated Scott Briggs SR-79 (Winchester) $0 $0 Central Unincorporated SR-74 Ethanac Ellis $0 $0
Northwest Corona Cajalco I-15 Temescal Canyon $0 $0
Northwest Corona Cajalco I-15 interchange $0 $0
Northwest Corona Foothill Paseo Grande Lincoln $0 $0
Northwest Corona Foothill Wardlow Wash bridge $0 $0
Northwest Corona Foothill Lincoln California $0 $0
Northwest Corona Foothill California I-15 $0 $0
Northwest Corona Green River SR-91 Dominguez Ranch $0 $0 Northwest Corona Green River Dominguez Ranch Palisades $0 $0 Northwest Corona Green River Palisades Paseo Grande $0 $0 Northwest Eastvale Schleisman San Bernardino County 600' e/o Cucamonga Creek $648,000 $648,000 Northwest Eastvale Schleisman Cucamonga Creek bridge $0 $0 Northwest Eastvale Schleisman 600' e/o Cucamonga Creek Harrison $866,000 $866,000 Northwest Eastvale Schleisman Harrison Sumner $488,000 $488,000 Northwest Eastvale Schleisman Sumner Scholar $7,625,000 $7,625,000 Northwest Eastvale Schleisman Scholar A Street $119,000 $119,000 Northwest Eastvale Schleisman A Street Hamner $209,000 $209,000
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 46 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Jurupa Valley Van Buren SR-60 Bellegrave $23,928,000 $10,461,000 Northwest Jurupa Valley Van Buren Bellegrave Santa Ana River $60,900,000 $0 Northwest Riverside Alessandro Arlington Trautwein $2,410,000 $2,410,000 Northwest Riverside Arlington La Sierra Magnolia $0 $0
Northwest Riverside Arlington Magnolia Alessandro $46,465,000 $46,465,000 Northwest Riverside Van Buren Santa Ana River SR-91 $5,230,000 $4,392,000 Northwest Riverside Van Buren SR-91 Mockingbird Canyon $39,493,000 $21,292,000 Northwest Riverside Van Buren Wood Trautwein $0 $0
Northwest Riverside Van Buren Trautwein Orange Terrace $7,574,000 $7,574,000 Northwest Unincorporated Alessandro Trautwein Vista Grande $0 $0 Northwest Unincorporated Alessandro Vista Grande I-215 $0 $0 Northwest Unincorporated Cajalco El Sobrante Harley John $10,580,000 $9,817,000 Northwest Unincorporated Cajalco Harley John Harvil $166,492,000 $166,492,000 Northwest Unincorporated Cajalco Harvil I-215 $1,238,000 $1,238,000 Northwest Unincorporated Cajalco Temescal Canyon La Sierra $49,596,000 $35,953,000 Northwest Unincorporated Cajalco Temescal Wash bridge $4,872,000 $1,907,000 Northwest Unincorporated Cajalco La Sierra El Sobrante $96,453,000 $96,453,000 Northwest Unincorporated Van Buren Mockingbird Canyon Wood $67,429,000 $67,429,000 Northwest Unincorporated Van Buren Orange Terrace I-215 $0 $0 Pass Banning Highland Springs Wilson (8th) Sun Lakes $0 $0 Pass Banning Highland Springs I-10 interchange $63,061,000 $32,516,000 Pass Banning Highland Springs Oak Valley (14th) Wilson (8th) $0 $0 Pass Banning Highland Springs Cherry Valley Oak Valley (14th) $0 $0 Pass Banning I-10 Bypass South I-10 Morongo Trail (Apache Trail) $50,110,000 $50,110,000 Pass Banning I-10 Bypass South I-10 interchange $63,061,000 $63,061,000 Pass Banning I-10 Bypass South San Gorgonio bridge $4,176,000 $4,176,000 Pass Banning I-10 Bypass South UP/Hargrave railroad crossing $52,780,000 $52,780,000 Pass Beaumont Beaumont Oak Valley (14th) I-10 $0 $0
Pass Beaumont Potrero Oak Valley (San Timoteo Canyon) SR-60 $1,100,000 $1,100,000 Pass Beaumont Potrero SR-60 interchange $63,061,000 $29,561,000 Pass Beaumont Potrero UP railroad crossing $40,020,000 $40,020,000 Pass Beaumont Potrero Noble Creek bridge $0 $0
Pass Beaumont Potrero SR-60 4th $0 $0
Pass Beaumont SR-79 (Beaumont) I-10 California $0 $0
Pass Beaumont SR-79 (Beaumont) I-10 interchange $63,061,000 $7,408,000 Pass Calimesa Cherry Valley I-10 interchange $63,061,000 $59,773,000 Pass Calimesa Cherry Valley Roberts St Roberts Rd $3,053,000 $3,053,000 Pass Unincorporated Cherry Valley Bellflower Noble $6,411,000 $6,411,000 Pass Unincorporated Cherry Valley Highland Springs Bellflower $0 $0 Pass Unincorporated Cherry Valley Noble Roberts St $0 $0 Pass Unincorporated Cherry Valley San Timoteo Wash bridge $0 $0 Pass Unincorporated SR-79 (Lamb Canyon) California Gilman Springs $0 $0 San Jacinto Hemet Domenigoni Warren Sanderson $7,726,000 $7,726,000 San Jacinto Hemet Domenigoni Sanderson State $0 $0
San Jacinto Hemet SR-74 Winchester Warren $35,208,000 $35,208,000 San Jacinto San Jacinto Mid-County (Ramona) Warren Sanderson $0 $0 San Jacinto San Jacinto Mid-County (Ramona) Sanderson/SR-79 (Hemet Bypass) interchange $0 $0 San Jacinto San Jacinto Ramona Sanderson State $0 $0
San Jacinto San Jacinto Ramona State Main $0 $0
San Jacinto San Jacinto Ramona Main Cedar $31,518,000 $26,928,000 San Jacinto San Jacinto Ramona Cedar SR-74 $0 $0
San Jacinto Unincorporated Domenigoni SR-79 (Winchester) Warren $13,508,000 $13,508,000 San Jacinto Unincorporated Domenigoni San Diego Aqueduct bridge $4,176,000 $4,176,000 San Jacinto Unincorporated Gilman Springs Bridge Sanderson $0 $0 San Jacinto Unincorporated Mid-County (Ramona) Bridge Warren $9,221,000 $9,221,000 San Jacinto Unincorporated SR-74 Briggs SR-79 (Winchester) $15,417,000 $15,417,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) SR-74 (Florida) Domenigoni $13,901,000 $13,901,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) San Diego Aqueduct bridge $4,176,000 $4,176,000 San Jacinto Unincorporated SR-79 (Hemet Bypass) Domenigoni Winchester $6,542,000 $6,542,000 San Jacinto Unincorporated SR-79 (San Jacinto Bypass) Mid-County (Ramona) SR-74 (Florida) $56,690,000 $56,690,000 San Jacinto Unincorporated SR-79 (Sanderson) Gilman Springs Ramona $6,899,000 $2,555,000 San Jacinto Unincorporated SR-79 (Sanderson) San Jacinto River bridge $19,488,000 $7,651,000 San Jacinto Unincorporated SR-79 (Winchester) Domenigoni Keller $65,022,000 $65,022,000
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 47 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Southwest Canyon Lake Goetz Railroad Canyon Newport $0 $0 Southwest Canyon Lake Railroad Canyon Canyon Hills Goetz $0 $0 Southwest Lake Elsinore Railroad Canyon I-15 Canyon Hills $0 $0 Southwest Lake Elsinore Railroad Canyon I-15 interchange $0 $0 Southwest Lake Elsinore SR-74 I-15 interchange $63,061,000 $24,162,000 Southwest Murrieta Clinton Keith Copper Craft Toulon $0 $0 Southwest Murrieta Clinton Keith Toulon I-215 $2,076,000 $2,076,000 Southwest Murrieta Clinton Keith I-215 Whitewood $0 $0
Southwest Murrieta French Valley (Date) Murrieta Hot Springs Winchester Creek $7,321,000 $7,321,000 Southwest Murrieta French Valley (Date) Winchester Creek Margarita $0 $0 Southwest Murrieta Whitewood Menifee City Limit Keller $0 $0 Southwest Murrieta Whitewood Keller Clinton Keith $0 $0 Southwest Temecula French Valley (Cherry) Jefferson Diaz $3,929,000 $3,929,000 Southwest Temecula French Valley (Cherry) Murrieta Creek bridge $5,846,000 $5,846,000 Southwest Temecula French Valley (Date) Margarita Ynez $0 $0 Southwest Temecula French Valley (Date) Ynez Jefferson $5,010,000 $5,010,000 Southwest Temecula French Valley (Date) I-15 interchange $122,076,000 $122,076,000 Southwest Temecula SR-79 (Winchester) Murrieta Hot Springs Jefferson $2,697,000 $2,697,000 Southwest Temecula SR-79 (Winchester) I-15 interchange $0 $0 Southwest Temecula Western Bypass (Diaz) Cherry Rancho California $2,285,000 $2,285,000 Southwest Temecula Western Bypass (Vincent Moroga) Rancho California SR-79 (Front) $23,629,000 $23,629,000 Southwest Temecula Western Bypass (Vincent Moroga) I-15 interchange $0 $0 Southwest Temecula Western Bypass (Vincent Moroga) Murrieta Creek bridge $4,176,000 $4,176,000 Southwest Unincorporated Benton SR-79 Eastern Bypass $0 $0 Southwest Unincorporated Clinton Keith Whitewood SR-79 $5,539,000 $5,539,000 Southwest Unincorporated Clinton Keith Warm Springs Creek bridge $0 $0 Southwest Unincorporated SR-74 I-15 Ethanac $27,699,000 $26,347,000 Southwest Unincorporated SR-79 (Winchester) Keller Thompson $34,213,000 $34,213,000 Southwest Unincorporated SR-79 (Winchester) Thompson La Alba $27,699,000 $27,699,000 Southwest Unincorporated SR-79 (Winchester) La Alba Hunter $7,854,000 $3,042,000 Southwest Unincorporated SR-79 (Winchester) Hunter Murrieta Hot Springs $595,000 $442,000 Southwest Wildomar Bundy Canyon I-15 Monte Vista $1,362,000 $1,362,000 Southwest Wildomar Bundy Canyon Monte Vista Sunset $24,818,000 $24,818,000 Southwest Wildomar Bundy Canyon I-15 interchange $32,698,000 $24,613,000 Southwest Wildomar Clinton Keith Palomar I-15 $0 $0
Southwest Wildomar Clinton Keith I-15 Copper Craft $5,030,000 $0 Subtotal $2,331,921,000 $1,961,707,000
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 48 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Central Menifee Briggs Newport Scott $0 $0
Central Menifee Briggs SR-74 (Pinacate) Simpson $2,991,000 $2,991,000 Central Menifee Briggs Simpson Old Newport $5,430,000 $5,430,000 Central Menifee Briggs Salt Creek bridge $8,352,000 $8,352,000 Central Menifee Garbani I-215 interchange $63,061,000 $42,483,000 Central Menifee Goetz Juanita Lesser Lane $11,378,000 $11,378,000 Central Menifee Goetz Newport Juanita $0 $0
Central Menifee Holland Murrieta Bradley $15,708,000 $15,708,000 Central Menifee Holland Bradley Haun $11,439,000 $11,439,000 Central Menifee Holland Haun Antelope $9,456,000 $9,456,000 Central Menifee Holland I-215 overcrossing bridge $9,744,000 $9,744,000 Central Menifee Holland Antelope Menifee $3,844,000 $3,844,000 Central Menifee McCall I-215 Aspel $5,354,000 $5,354,000 Central Menifee McCall I-215 interchange $0 $0
Central Menifee McCall Aspel Menifee $2,288,000 $2,288,000 Central Menifee Murrieta Ethanac McCall $0 $0
Central Menifee Murrieta McCall Newport $7,967,000 $7,967,000 Central Menifee Murrieta Newport Bundy Canyon $0 $0
Central Moreno Valley Cactus I-215 Heacock $5,617,000 $5,617,000 Central Moreno Valley Cactus I-215 interchange $0 $0
Central Moreno Valley Day Ironwood SR-60 $0 $0
Central Moreno Valley Day SR-60 interchange $0 $0
Central Moreno Valley Day SR-60 Eucalyptus $0 $0
Central Moreno Valley Eucalyptus I-215 Towngate $8,843,000 $8,843,000 Central Moreno Valley Eucalyptus Towngate Frederick $0 $0 Central Moreno Valley Eucalyptus Frederick Heacock $0 $0 Central Moreno Valley Eucalyptus Heacock Kitching $0 $0 Central Moreno Valley Eucalyptus Kitching Moreno Beach $0 $0 Central Moreno Valley Eucalyptus Moreno Beach Theodore $0 $0 Central Moreno Valley Frederick SR-60 Alessandro $0 $0
Central Moreno Valley Heacock Cactus San Michele $0 $0
Central Moreno Valley Heacock Reche Vista Cactus $0 $0
Central Moreno Valley Heacock San Michele Harley Knox $0 $0 Central Moreno Valley Ironwood SR-60 Day $0 $0
Central Moreno Valley Ironwood Day Heacock $0 $0
Central Moreno Valley Lasselle Alessandro John F Kennedy $0 $0 Central Moreno Valley Lasselle John F Kennedy Oleander $0 $0 Central Moreno Valley Moreno Beach Reche Canyon SR-60 $18,797,000 $18,797,000 Central Moreno Valley Moreno Beach SR-60 overcrossing bridge $0 $0 Central Moreno Valley Nason SR-60 Alessandro $0 $0
Central Moreno Valley Pigeon Pass Ironwood SR-60 $0 $0
Central Moreno Valley Pigeon Pass/CETAP Corridor Hidden Springs Ironwood $0 $0 Central Moreno Valley Reche Canyon Moreno Valley City Limit Locust $0 $0 Central Moreno Valley Redlands Locust Alessandro $39,789,000 $39,789,000 Central Moreno Valley Redlands SR-60 interchange $32,698,000 $32,698,000 Central Moreno Valley Theodore SR-60 Eucalyptus $3,966,000 $3,966,000 Central Moreno Valley Theodore SR-60 interchange $32,698,000 $32,698,000 Central Perris Ellis Goetz Evans $9,526,000 $9,526,000
Central Perris Evans Oleander Ramona $0 $0
Central Perris Evans Ramona Morgan $0 $0
Central Perris Evans Morgan Rider $0 $0
Central Perris Evans Rider Placentia $0 $0
Central Perris Evans Placentia Nuevo $6,492,000 $6,492,000 Central Perris Evans Nuevo Ellis $17,705,000 $17,705,000 Central Perris Evans San Jacinto River bridge $11,136,000 $11,136,000 Central Perris Evans I-215 bridge $8,352,000 $8,352,000 Central Perris Goetz Lesser Ethanac $7,845,000 $7,845,000 Central Perris Harley Knox I-215 Indian $0 $0
Central Perris Harley Knox I-215 interchange $0 $0 Central Perris Harley Knox Indian Perris $0 $0
Central Perris Harley Knox Perris Redlands $0 $0
Central Perris Nuevo I-215 Murrieta $16,971,000 $16,971,000 Central Perris Nuevo I-215 interchange $32,698,000 $19,736,000 Central Perris Nuevo Murrieta Dunlap $4,367,000 $4,367,000 Central Perris Nuevo Perris Valley Storm Channel bridge $0 $0 Central Perris SR-74 (Matthews) I-215 Ethanac $0 $0
Central Perris SR-74 (Matthews) I-215 interchange $32,698,000 $21,835,000 Central Unincorporated Center (Main) I-215 Mt Vernon $0 $0 Central Unincorporated Center (Main) I-215 interchange $32,698,000 $11,912,000 Central Unincorporated Center (Main) BNSF railroad crossing $20,010,000 $20,010,000 Central Unincorporated Ellis Post SR-74 $11,550,000 $11,550,000 Central Unincorporated Mount Vernon/CETAP Corridor Center Pigeon Pass $2,582,000 $2,582,000 Central Unincorporated Nuevo Dunlap Menifee $8,737,000 $2,505,000 Central Unincorporated Nuevo San Jacinto River bridge $5,568,000 $5,568,000 Central Unincorporated Pigeon Pass/CETAP Corridor Hidden Springs Mount Vernon $8,106,000 $8,106,000 Central Unincorporated Post Santa Rosa Mine Ellis $0 $0 Central Unincorporated Reche Canyon Reche Vista Moreno Valley City Limit $0 $0 Central Unincorporated Redlands San Timoteo Canyon Locust $0 $0
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 49 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Corona 6th SR-91 Magnolia $0 $0
Northwest Corona Auto Center Railroad SR-91 $0 $0
Northwest Corona Cajalco Bedford Canyon I-15 $0 $0
Northwest Corona Hidden Valley Norco Hills McKinley $0 $0 Northwest Corona Lincoln Parkridge Ontario $0 $0
Northwest Corona Magnolia 6th Sherborn $7,054,000 $6,419,000 Northwest Corona Magnolia Temescal Creek bridge $4,176,000 $3,580,000 Northwest Corona Magnolia Sherborn Rimpau $0 $0
Northwest Corona Magnolia Rimpau Ontario $0 $0
Northwest Corona Main Grand Ontario $0 $0
Northwest Corona Main Ontario Foothill $0 $0
Northwest Corona Main Hidden Valley Parkridge $5,314,000 $4,389,000 Northwest Corona Main Parkridge SR-91 $0 $0
Northwest Corona Main SR-91 S. Grand $0 $0
Northwest Corona McKinley Hidden Valley Promenade $0 $0 Northwest Corona McKinley Promenade SR-91 $0 $0
Northwest Corona McKinley SR-91 Magnolia $0 $0
Northwest Corona McKinley Arlington Channel bridge $0 $0 Northwest Corona McKinley BNSF railroad crossing $105,560,000 $0 Northwest Corona Ontario I-15 El Cerrito $13,451,000 $13,451,000 Northwest Corona Ontario Lincoln Buena Vista $0 $0
Northwest Corona Ontario Buena Vista Main $0 $0
Northwest Corona Ontario Main Kellogg $0 $0
Northwest Corona Ontario Kellogg Fullerton $0 $0
Northwest Corona Ontario Fullerton Rimpau $0 $0
Northwest Corona Ontario Rimpau I-15 $0 $0
Northwest Corona Railroad Auto Club Buena Vista $0 $0
Northwest Corona Railroad BNSF railroad crossing $40,020,000 $40,020,000 Northwest Corona Railroad Buena Vista Main (at Grand) $0 $0 Northwest Corona River Corydon Main $0 $0
Northwest Corona Serfas Club SR-91 Green River $0 $0
Northwest Eastvale Archibald Remington River $3,382,000 $3,382,000 Northwest Eastvale Hamner Mission Bellegrave $0 $0 Northwest Eastvale Hamner Bellegrave Amberhill $199,000 $199,000 Northwest Eastvale Hamner Amberhill Limonite $2,787,000 $2,787,000 Northwest Eastvale Hamner Limonite Schleisman $991,000 $991,000 Northwest Eastvale Hamner Schleisman Santa Ana River $5,533,000 $3,675,000 Northwest Eastvale Hellman Schleisman Walters $419,000 $419,000 Northwest Eastvale Hellman Walters River $21,503,000 $21,503,000 Northwest Eastvale Hellman Cucamonga Creek bridge $3,828,000 $3,828,000 Northwest Eastvale Limonite I-15 Eastvale Gateway $289,000 $289,000 Northwest Eastvale Limonite I-15 interchange $0 $0
Northwest Eastvale Limonite Eastvale Gateway Hamner $255,000 $255,000 Northwest Eastvale Limonite Hamner Sumner $1,094,000 $1,094,000 Northwest Eastvale Limonite Sumner Harrison $497,000 $497,000 Northwest Eastvale Limonite Harrison Archibald $0 $0
Northwest Eastvale Limonite Archibald Hellman (Keller SBD Co.) $2,208,000 $2,208,000 Northwest Eastvale Limonite Cucamonga Creek bridge $13,920,000 $0 Northwest Eastvale River Hellman Archibald $5,948,000 $5,948,000 Northwest Jurupa Valley Armstrong San Bernardino County Valley $6,192,000 $6,192,000 Northwest Jurupa Valley Bellegrave Cantu-Galleano Ranch Van Buren $464,000 $464,000 Northwest Jurupa Valley Cantu-Galleano Ranch Wineville Bellegrave $793,000 $793,000 Northwest Jurupa Valley Etiwanda Philadelphia SR-60 $1,515,000 $989,000 Northwest Jurupa Valley Etiwanda SR-60 Limonite $0 $0
Northwest Jurupa Valley Limonite I-15 Wineville $0 $0
Northwest Jurupa Valley Limonite Wineville Etiwanda $0 $0 Northwest Jurupa Valley Limonite Etiwanda Van Buren $2,981,000 $2,981,000 Northwest Jurupa Valley Limonite Van Buren Clay $0 $0
Northwest Jurupa Valley Limonite Clay Riverview $0 $0
Northwest Jurupa Valley Market Rubidoux Santa Ana River $5,181,000 $0 Northwest Jurupa Valley Market Santa Ana River bridge $13,920,000 $6,204,000 Northwest Jurupa Valley Mission Milliken SR-60 $0 $0
Northwest Jurupa Valley Mission SR-60 Santa Ana River $0 $0 Northwest Jurupa Valley Riverview Limonite Mission $0 $0 Northwest Jurupa Valley Rubidoux Pine Mission $0 $0
Northwest Jurupa Valley Rubidoux SR-60 interchange $32,698,000 $9,051,000 Northwest Jurupa Valley Valley Armstrong Mission $0 $0
Northwest Norco 1st Parkridge Mountain $0 $0
Northwest Norco 1st Mountain Hamner $0 $0
Northwest Norco 2nd River I-15 $0 $0
Northwest Norco 6th Hamner California $0 $0
Northwest Norco 6th I-15 interchange $32,698,000 $3,489,000 Northwest Norco Arlington Crestview Fairhaven $4,342,000 $4,342,000 Northwest Norco California Arlington 6th $15,237,000 $12,525,000 Northwest Norco Corydon River 5th $0 $0
Northwest Norco Hamner Santa Ana River bridge $33,408,000 $11,455,000 Northwest Norco Hamner Santa Ana River Hidden Valley $49,591,000 $49,591,000 Northwest Norco Hidden Valley I-15 Norco Hills $0 $0
Northwest Norco Hidden Valley Hamner I-15 $0 $0
Northwest Norco Norco Corydon Hamner $0 $0
Northwest Norco North California Crestview $0 $0
Northwest Norco River Archibald Corydon $1,743,000 $1,109,000
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 50 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Northwest Riverside 14th Market Martin Luther King $0 $0 Northwest Riverside 1st Market Main $0 $0
Northwest Riverside 3rd SR-91 I-215 $1,941,000 $1,941,000 Northwest Riverside 3rd BNSF railroad crossing $105,560,000 $30,560,000 Northwest Riverside Adams Arlington SR-91 $0 $0
Northwest Riverside Adams SR-91 Lincoln $0 $0
Northwest Riverside Adams SR-91 interchange $32,698,000 $3,262,000 Northwest Riverside Arlington Fairhaven La Sierra $0 $0 Northwest Riverside Buena Vista Santa Ana River Redwood $0 $0 Northwest Riverside Canyon Crest Martin Luther King Central $0 $0 Northwest Riverside Canyon Crest Central Country Club $0 $0 Northwest Riverside Canyon Crest Country Club Via Vista $4,996,000 $1,593,000 Northwest Riverside Canyon Crest Via Vista Alessandro $0 $0 Northwest Riverside Central Chicago I-215/SR-60 $0 $0
Northwest Riverside Central SR-91 Magnolia $0 $0
Northwest Riverside Central Alessandro SR-91 $0 $0
Northwest Riverside Central Van Buren Magnolia $0 $0
Northwest Riverside Chicago Alessandro Spruce $0 $0
Northwest Riverside Chicago Spruce Columbia $0 $0
Northwest Riverside Columbia Main Iowa $0 $0
Northwest Riverside Columbia I-215 interchange $32,698,000 $9,050,000 Northwest Riverside Iowa Center 3rd $30,272,000 $30,272,000 Northwest Riverside Iowa 3rd University $0 $0
Northwest Riverside Iowa University Martin Luther King $0 $0 Northwest Riverside JFK Trautwein Wood $1,880,000 $1,880,000 Northwest Riverside La Sierra Arlington SR-91 $0 $0
Northwest Riverside La Sierra SR-91 Indiana $192,000 $192,000 Northwest Riverside La Sierra Indiana Victoria $778,000 $778,000 Northwest Riverside Lemon (NB One way) Mission Inn University $0 $0 Northwest Riverside Lincoln Van Buren Jefferson $0 $0
Northwest Riverside Lincoln Jefferson Washington $0 $0
Northwest Riverside Lincoln Washington Victoria $0 $0
Northwest Riverside Madison SR-91 Victoria $853,000 $853,000 Northwest Riverside Madison BNSF railroad crossing $20,010,000 $20,010,000 Northwest Riverside Magnolia BNSF Railroad Tyler $0 $0
Northwest Riverside Magnolia BNSF railroad crossing $0 $0 Northwest Riverside Magnolia Tyler Harrison $0 $0
Northwest Riverside Magnolia Harrison 14th $0 $0
Northwest Riverside Main 1st San Bernardino County $0 $0 Northwest Riverside Market 14th Santa Ana River $9,491,000 $9,491,000 Northwest Riverside Martin Luther King 14th I-215/SR-60 $24,031,000 $24,031,000 Northwest Riverside Mission Inn Redwood Lemon $0 $0
Northwest Riverside Redwood (SB One way) Mission Inn University $0 $0 Northwest Riverside Trautwein Alessandro Van Buren $0 $0 Northwest Riverside Tyler SR-91 Magnolia $0 $0
Northwest Riverside Tyler SR-91 interchange $63,061,000 $21,814,000 Northwest Riverside Tyler Magnolia Hole $0 $0
Northwest Riverside Tyler Hole Wells $0 $0
Northwest Riverside Tyler Wells Arlington $0 $0
Northwest Riverside University Redwood SR-91 $859,000 $859,000 Northwest Riverside University SR-91 I-215/SR-60 $2,067,000 $2,067,000 Northwest Riverside Victoria Lincoln Arlington $0 $0
Northwest Riverside Victoria Madison Washington $0 $0
Northwest Riverside Washington Victoria Hermosa $27,018,000 $27,018,000 Northwest Riverside Wood JFK Van Buren $3,053,000 $3,053,000 Northwest Riverside Wood Van Buren Bergamont $0 $0
Northwest Riverside Wood Bergamont Krameria $0 $0
Northwest Unincorporated Cantu-Galleano Ranch Hamner Wineville $0 $0 Northwest Unincorporated Dos Lagos (Weirick) Temescal Canyon I-15 $0 $0 Northwest Unincorporated El Cerrito I-15 Ontario $0 $0
Northwest Unincorporated El Sobrante Mockingbird Canyon Cajalco $0 $0 Northwest Unincorporated Harley John Washington Scottsdale $0 $0 Northwest Unincorporated Harley John Scottsdale Cajalco $0 $0 Northwest Unincorporated La Sierra Victoria El Sobrante $0 $0 Northwest Unincorporated La Sierra El Sobrante Cajalco $0 $0 Northwest Unincorporated Mockingbird Canyon Van Buren El Sobrante $20,871,000 $20,871,000 Northwest Unincorporated Temescal Canyon El Cerrito Tuscany $3,168,000 $0 Northwest Unincorporated Temescal Canyon Tuscany Dos Lagos $0 $0 Northwest Unincorporated Temescal Canyon Dos Lagos Leroy $0 $0 Northwest Unincorporated Temescal Canyon Leroy Dawson Canyon $0 $0 Northwest Unincorporated Temescal Canyon Dawson Canyon I-15 $0 $0 Northwest Unincorporated Temescal Canyon I-15 interchange $32,698,000 $32,698,000 Northwest Unincorporated Temescal Canyon I-15 Park Canyon $14,329,000 $14,329,000 Northwest Unincorporated Temescal Canyon Park Canyon Indian Truck Trail $0 $0 Northwest Unincorporated Washington Hermosa Harley John $12,787,000 $12,787,000 Northwest Unincorporated Wood Krameria Cajalco $12,537,000 $12,537,000
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 51 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Pass Banning 8th Wilson I-10 $0 $0
Pass Banning Lincoln Sunset SR-243 $0 $0
Pass Banning Ramsey I-10 8th $0 $0
Pass Banning Ramsey 8th Highland Springs $0 $0
Pass Banning SR-243 I-10 Wesley $0 $0
Pass Banning Sun Lakes Highland Home Sunset $30,502,000 $30,502,000 Pass Banning Sun Lakes Smith Creek bridge $8,352,000 $8,352,000 Pass Banning Sun Lakes Montgomery Creek bridge $5,568,000 $5,568,000 Pass Banning Sun Lakes Highland Springs Highland Home $0 $0 Pass Banning Sunset Ramsey Lincoln $0 $0
Pass Banning Sunset I-10 interchange $32,698,000 $32,698,000 Pass Banning Wilson Highland Home 8th $0 $0
Pass Banning Wilson Highland Springs Highland Home $0 $0 Pass Beaumont 1st Viele Pennsylvania $0 $0
Pass Beaumont 1st Pennsylvania Highland Springs $0 $0
Pass Beaumont 6th I-10 Highland Springs $0 $0
Pass Beaumont Desert Lawn Champions Oak Valley (STC) $0 $0 Pass Beaumont Oak Valley (14th) Highland Springs Pennsylvania $0 $0 Pass Beaumont Oak Valley (14th) Pennsylvania Oak View $0 $0 Pass Beaumont Oak Valley (14th) Oak View I-10 $0 $0
Pass Beaumont Oak Valley (14th) I-10 interchange $63,061,000 $62,401,000 Pass Beaumont Oak Valley (STC) UP Railroad Tukwet Canyon $0 $0 Pass Beaumont Oak Valley (STC) Tukwet Canyon I-10 $0 $0 Pass Beaumont Pennsylvania 6th 1st $6,588,000 $6,588,000 Pass Beaumont Pennsylvania I-10 interchange $0 $0
Pass Calimesa Bryant County Line Avenue L $0 $0
Pass Calimesa Calimesa County Line I-10 $0 $0
Pass Calimesa Calimesa I-10 interchange $63,061,000 $63,061,000 Pass Calimesa County Line 7th Bryant $0 $0
Pass Calimesa County Line I-10 interchange $32,698,000 $32,698,000 Pass Calimesa Desert Lawn Palmer Champions $0 $0
Pass Calimesa Singleton Avenue L Condit $0 $0
Pass Calimesa Singleton Condit Roberts $12,972,000 $12,972,000 Pass Calimesa Singleton I-10 interchange $63,061,000 $0 Pass Calimesa Tukwet Canyon Roberts Rd Palmer $0 $0
Pass Unincorporated Live Oak Canyon Oak Valley (STC) San Bernardino County $0 $0 Pass Unincorporated San Timoteo Canyon San Bernardino County UP Railroad $0 $0 Pass Unincorporated San Timoteo Canyon UP Railroad railroad crossing $52,780,000 $52,780,000 San Jacinto Hemet Sanderson Acacia Menlo $0 $0
San Jacinto Hemet Sanderson Domenigoni Stetson $0 $0
San Jacinto Hemet Sanderson RR Crossing Acacia $0 $0
San Jacinto Hemet Sanderson Stetson RR Crossing $0 $0
San Jacinto Hemet Sanderson Menlo Esplanade $0 $0
San Jacinto Hemet SR-74 (Florida) Warren Cawston $0 $0
San Jacinto Hemet SR-74 (Florida) Columbia Ramona $0 $0 San Jacinto Hemet SR-74/SR-79 (Florida) Cawston Columbia $0 $0 San Jacinto Hemet State Domenigoni Chambers $0 $0
San Jacinto Hemet State Chambers Stetson $0 $0
San Jacinto Hemet State Florida Esplanade $0 $0
San Jacinto Hemet State Stetson Florida $0 $0
San Jacinto Hemet Stetson Cawston State $0 $0
San Jacinto Hemet Stetson Warren Cawston $4,357,000 $4,357,000 San Jacinto Hemet Warren Esplanade Domenigoni $19,926,000 $19,926,000 San Jacinto Hemet Warren Salt Creek bridge $4,176,000 $4,176,000 San Jacinto San Jacinto Esplanade Mountain State $0 $0
San Jacinto San Jacinto Esplanade State Warren $0 $0
San Jacinto San Jacinto Sanderson Ramona Esplanade $0 $0 San Jacinto San Jacinto SR-79 (North Ramona) State San Jacinto $0 $0 San Jacinto San Jacinto SR-79 (San Jacinto) North Ramona Blvd 7th $0 $0 San Jacinto San Jacinto SR-79 (San Jacinto) 7th SR-74 $0 $0 San Jacinto San Jacinto State Ramona Esplanade $0 $0
San Jacinto San Jacinto State Gilman Springs Quandt Ranch $3,317,000 $3,317,000 San Jacinto San Jacinto State San Jacinto River bridge $0 $0 San Jacinto San Jacinto State Quandt Ranch Ramona $0 $0 San Jacinto San Jacinto Warren Ramona Esplanade $13,469,000 $13,469,000 San Jacinto Unincorporated Gilman Springs Sanderson State $11,097,000 $11,097,000 San Jacinto Unincorporated Gilman Springs Massacre Canyon Wash bridge $1,392,000 $1,392,000 San Jacinto Unincorporated SR-79 (Winchester) SR-74 (Florida) Domenigoni $0 $0
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 52 Table 4.4 - TUMF Network Cost Estimates (continued)
AREA PLAN DIST CITY STREETNAME SEGMENTFROM SEGMENTTO TOTAL COST MAXIMUM TUMF SHARE Southwest Lake Elsinore Corydon Mission Grand $3,336,000 $3,336,000 Southwest Lake Elsinore Diamond Mission I-15 $0 $0
Southwest Lake Elsinore Franklin (integral to Railroad
Canyon Interchange)
I-15 interchange $32,698,000 $32,698,000
Southwest Lake Elsinore Grand Lincoln Toft $0 $0
Southwest Lake Elsinore Grand Toft SR-74 (Riverside) $3,512,000 $3,512,000 Southwest Lake Elsinore Lake I-15 Lincoln $39,817,000 $32,726,000 Southwest Lake Elsinore Lake I-15 interchange $32,698,000 $15,771,000 Southwest Lake Elsinore Lake Temescal Wash bridge $2,506,000 $1,150,000 Southwest Lake Elsinore Mission Railroad Canyon Bundy Canyon $0 $0 Southwest Lake Elsinore Nichols I-15 Lake $7,850,000 $7,850,000 Southwest Lake Elsinore Nichols Temescal Wash bridge $4,176,000 $4,176,000 Southwest Lake Elsinore Nichols I-15 interchange $63,061,000 $63,061,000 Southwest Lake Elsinore SR-74 (Collier/Riverside) I-15 Lakeshore $24,303,000 $24,303,000 Southwest Lake Elsinore SR-74 (Grand) Riverside SR-74 (Ortega) $9,733,000 $3,691,000 Southwest Lake Elsinore SR-74 (Riverside) Lakeshore Grand $20,175,000 $20,175,000 Southwest Lake Elsinore Temescal Canyon I-15 Lake $7,411,000 $7,411,000 Southwest Lake Elsinore Temescal Canyon Temescal Wash bridge $3,480,000 $3,480,000 Southwest Murrieta California Oaks Jefferson I-15 $0 $0 Southwest Murrieta California Oaks I-15 Jackson $0 $0
Southwest Murrieta California Oaks Jackson Clinton Keith $0 $0 Southwest Murrieta Jackson Whitewood Ynez $0 $0
Southwest Murrieta Jefferson Palomar Nutmeg $1,562,000 $1,562,000 Southwest Murrieta Jefferson Nutmeg Murrieta Hot Springs $0 $0 Southwest Murrieta Jefferson Murrieta Hot Springs Cherry $30,634,000 $30,634,000 Southwest Murrieta Keller I-215 Whitewood $0 $0
Southwest Murrieta Keller I-215 interchange $0 $0
Southwest Murrieta Los Alamos Jefferson I-215 $0 $0
Southwest Murrieta Murrieta Hot Springs Jefferson I-215 $0 $0 Southwest Murrieta Murrieta Hot Springs I-215 Margarita $0 $0 Southwest Murrieta Murrieta Hot Springs Margarita SR-79 (Winchester) $4,057,000 $3,899,000 Southwest Murrieta Nutmeg Jefferson Clinton Keith $0 $0 Southwest Murrieta Whitewood Clinton Keith Los Alamos $2,708,000 $2,708,000 Southwest Murrieta Whitewood Los Alamos Murrieta Hot Springs $0 $0 Southwest Murrieta Whitewood Murrieta Hot Springs Jackson $4,629,000 $4,629,000 Southwest Murrieta Ynez Jackson SR-79 (Winchester) $0 $0 Southwest Temecula Butterfield Stage Murrieta Hot Springs Calle Chapos $816,000 $816,000 Southwest Temecula Butterfield Stage Calle Chapos La Serena $696,000 $696,000 Southwest Temecula Butterfield Stage La Serena Rancho California $904,000 $904,000 Southwest Temecula Butterfield Stage Rancho California Pauba $846,000 $846,000 Southwest Temecula Butterfield Stage Pauba SR-79 (Temecula Pkwy) $725,000 $725,000 Southwest Temecula Jefferson Cherry Rancho California $2,285,000 $2,285,000 Southwest Temecula Margarita Murrieta Hot Springs SR-79 (Temecula Pkwy) $7,644,000 $7,644,000 Southwest Temecula Old Town Front Rancho California I-15/SR-79 (Temecula Pkwy) $0 $0 Southwest Temecula Pechanga Pkwy SR-79 (Temecula Pkwy) Via Gilberto $0 $0 Southwest Temecula Pechanga Pkwy Via Gilberto Pechanga Pkwy $0 $0 Southwest Temecula Rancho California Jefferson Margarita $18,254,000 $18,181,000 Southwest Temecula Rancho California I-15 interchange $32,698,000 $0 Southwest Temecula Rancho California Margarita Butterfield Stage $0 $0 Southwest Temecula SR-79 (Temecula Pkwy) I-15 Pechanga Pkwy $0 $0 Southwest Temecula SR-79 (Temecula Pkwy) Pechanga Pkwy Butterfield Stage $3,065,000 $3,065,000 Southwest Unincorporated Briggs Scott SR-79 (Winchester) $6,509,000 $6,509,000 Southwest Unincorporated Butterfield Stage Tucalota Creek bridge $0 $0 Southwest Unincorporated Butterfield Stage (Pourroy) Auld Murrieta Hot Springs $23,076,000 $23,076,000 Southwest Unincorporated Grand Ortega Corydon $68,025,000 $68,025,000 Southwest Unincorporated Horsethief Canyon Temescal Canyon I-15 $0 $0 Southwest Unincorporated Indian Truck Trail Temescal Canyon I-15 $0 $0 Southwest Unincorporated Murrieta Hot Springs SR-79 (Winchester) Pourroy $0 $0 Southwest Unincorporated Pala Pechanga San Diego County $0 $0 Southwest Unincorporated Pourroy SR-79 (Winchester) Auld $2,236,000 $2,236,000 Southwest Unincorporated Rancho California Butterfield Stage Glen Oaks $87,369,000 $87,369,000 Southwest Unincorporated Temescal Canyon Horsethief Canyon Wash bridge $3,340,000 $3,340,000 Southwest Unincorporated Temescal Canyon Indian Truck Trail I-15 $15,739,000 $15,739,000 Southwest Unincorporated Temescal Canyon Indian Wash bridge $1,462,000 $1,462,000 Southwest Wildomar Bundy Canyon Mission I-15 $9,704,000 $9,704,000 Southwest Wildomar Grand Corydon Wildomar Trail $0 $0
Southwest Wildomar Mission Bundy Canyon Palomar $0 $0
Southwest Wildomar Palomar Clinton Keith Washington $3,227,000 $3,227,000 Southwest Wildomar Palomar Mission Clinton Keith $13,493,000 $13,493,000 Southwest Wildomar Wildomar Trail I-15 Baxter $1,281,000 $1,281,000 Southwest Wildomar Wildomar Trail I-15 interchange $32,698,000 $27,858,000 Southwest Wildomar Wildomar Trail Baxter Palomar $11,316,000 $11,316,000 Southwest Wildomar Wildomar Trail Palomar Grand $0 $0
Subtotal $2,508,329,000 $1,913,028,000
Totals Network $4,840,250,000 $3,874,735,000
Transit $217,870,000 $154,831,000
Administration $161,183,000 $161,183,000
MSHCP $64,606,000 $53,859,000
TOTAL $5,283,909,000 $4,244,608,000
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 53 Table 4.5 – TUMF Transit Cost Estimates
AREA PLAN
DIST
LEAD
AGENCY PROJECT NAME LOCATION UNITS (number/
length in miles) UNIT COST TOTAL MAXIMUM
TUMF SHARE
Central RTA Menifee Mobility Hub Menifee 1 $7,465,000 $7,465,000 $5,305,000 Northwest RTA Riverside Mobility Hub at Vine Street Riverside 1 $11,195,000 $11,195,000 $7,956,000 Central RTA Moreno Valley Mobility Hub(s) Moreno Valley 1 $11,195,000 $11,195,000 $7,956,000 Northwest RTA Jurupa Valley Mobility Hub(s) Jurupa Valley 1 $11,195,000 $11,195,000 $7,956,000 Pass RTA Pass Area Mobility Hub(s) Banning 1 $11,195,000 $11,195,000 $7,956,000 Southwest RTA Lake Elsinore / Canyon Lake Mobility
Hub(s) Lake Elsinore 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA Hemet Mobility Hub Hemet 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA San Jacinto Mobility Hub San Jacinto 1 $11,195,000 $11,195,000 $7,956,000 San Jacinto RTA MSJC Mobility Hub San Jacinto 1 $1,245,000 $1,245,000 $885,000 Regional RTA ZEB Technology Enhancements Various locations region wide 10 $100,000 $1,000,000 $711,000 Northwest RTA Regional Operations and Maintenance
Facility Riverside 1 $62,186,000 $62,186,000 $44,192,000 Regional RTA Annual Transit Enhancements Program Various locations region wide 290 $50,000 $14,500,000 $10,304,000 Northwest RTA HQTC Improvements UCR, Riverside to Perris 42 $75,000 $3,150,000 $2,239,000 Regional RTA Vehicle Fleet Small Buses/Vans Various locations region wide 30 $160,000 $4,800,000 $3,411,000 Regional RTA Vehicle Fleet Medium Buses Various locations region wide 20 $300,000 $6,000,000 $4,264,000 Regional RTA Vehicle Fleet Large Buses Various locations region wide 29 $1,271,000 $36,859,000 $26,194,000 Regional RTA COA Study Various locations region wide 2 $1,150,000 $2,300,000 $1,634,000 TOTAL $217,870,000 $154,831,000
4.8 TUMF Network Evaluation
To assess the effectiveness of the proposed TUMF Network improvements to mitigate the cumulative regional impact of new development in Western Riverside County, the proposed network improvements were added to the 2021 existing network in RivCoM and the model was run with 2045 socioeconomic data to determine the relative impacts on horizon year traffic conditions. To quantify the impacts of the TUMF Network improvements, the various traffic measures of effectiveness described in Section 3.1 for the 2018 Existing and 2045 No-Build scenarios were again calculated for the 2045 TUMF Build scenario. The results for VMT, VHT, VHD, and total VMT experiencing unacceptable level of service (LOS E) were then compared to the results presented in Table 3.1 for the no-build conditions. The 2045 TUMF Build comparison results are provided in Table 4.6. Plots of the Network Extents are attached in Appendix H.
As shown in Table 4.6, the 2045 peak period VMT on all arterial facilities experiencing LOS of E or worse will decrease with the addition of the TUMF Network improvements while the share of VMT on the TUMF arterial network experiencing LOS E or worse during the peak periods will be reduced to 32% (which is still above the level experienced in 2018). It should be noted that the total VMT on the arterial system increases because of freeway trips being diverted to the arterial system to benefit from the proposed TUMF improvements.
Despite a greater share of the total peak period VMT in 2045, the arterial system can more efficiently accommodate the increased demand with the proposed TUMF improvements. Although peak period VMT on the TUMF improved arterial system increases by approximately 6% in 2045 compared to the No Build condition, VHT on the arterial system remains almost constant. Additionally, a benefit is observed on the
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 54 freeway system with VMT and VHT being reduced following TUMF Network improvements. By completing TUMF improvements, the total VHD experienced by all area motorists would be reduced during the peak period by over 7% from the levels that would be experienced under the 2045 No-Build scenario. These results highlight the effectiveness of the TUMF Program to mitigate the cumulative regional transportation impacts of new development commensurate with the level of impact being created.
Table 4.6 – Regional Highway System Measures of Performance (2018 Existing and 2045 No-Build Scenarios to 2045 TUMF Build Scenario)
Measure of Performance*
Peak Periods (Total)
2018 Existing 2045 No-Build 2045 Build
VMT - Total ALL FACILITIES 23,284,724 29,897,254 30,160,328 VMT - FREEWAYS 13,514,522 15,490,284 15,418,548
VMT - ALL ARTERIALS 9,770,202 14,406,970 14,741,781 TOTAL - TUMF ARTERIAL VMT 6,216,985 8,597,200 9,096,417 VHT - TOTAL ALL FACILITIES 541,350 915,439 895,725 VHT - FREEWAYS 263,792 399,128 388,847
VHT - ALL ARTERIALS 277,558 516,311 506,878
TOTAL TUMF ARTERIAL VHT 174,455 320,869 321,062
VHD - TOTAL ALL FACILITIES 108,900 338,056 313,288 VHD - FREEWAYS 66,156 170,649 161,528
VHD - ALL ARTERIALS 42,745 167,407 151,760
TOTAL TUMF ARTERIAL VHD 33,249 124,863 114,451
VMT LOS E - TOTAL ALL FACILITIES 5,605,070 13,369,483 12,788,016 VMT LOS E - FREEWAYS 4,725,471 9,316,891 9,115,937 VMT LOS E & F - ALL ARTERIALS 879,599 4,052,592 3,672,079 TOTAL TUMF ARTERIAL VMT w/ LOS E or worse 765,782 3,184,133 2,929,288 % of TUMF ARTERIAL VMT w/ LOS E or worse 12% 37% 32%
* Source: RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network as existing in December 2021and RivCoM 2018 base network and SCAG 2020 RTP/SCS SED with updated 2021 arterial network plus future TUMF network projects.
NOTES:
Volume is adjusted by PCE factor
VMT = vehicle miles of travel (the total combined distance that all vehicles travel on the system) VHT = vehicle hours of travel (the total combined time that all vehicles are traveling on the system) VHD = vehicle hours of delay (the total combined time that all vehicles have been delayed on the system based on the difference between forecast travel time and free-flow (ideal) travel time) LOS = level of service (based on forecast volume to capacity ratios).
LOS E or Worse was determined by V/C ratio that exceeds 0.9 thresholds as indicated in the Riverside County General Plan.
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 55 5.0 TUMF NEXUS ANALYSIS
The objective of this section is to evaluate and document the rational nexus (or reasonable relationship) between the proposed fee and the transportation system improvements it will be used to help fund. The analysis starts by documenting the correlation between future development and the need for transportation system improvements on the TUMF network to mitigate the cumulative regional impacts of this new development, followed by analysis of the nexus evaluation of the key components of the TUMF concept.
5.1 Future Development and the Need for Improvements
Previous sections of this report documented the projected population, household and employment growth in Western Riverside County, the expected increases in traffic congestion and travel delay, and the identification of the transportation system improvements that will serve these future inter-community travel demands. The following points coalesce this information in a synopsis of how the future growth relates to the need for improvements to the TUMF system.
Western Riverside County is expected to continue growing.
Development in Western Riverside County is expected to continue at a robust rate of growth into the foreseeable future. Current projections estimate the population is projected to grow from a level of approximately 1.91 million in 2018 to a future level of about 2.53 million in 2045, while employment is projected to grow from a level of about 570,000 in 2018 to approximately 846,000 in 2045 (as shown in Table 2.3).
Continuing growth will result in increasing congestion on arterial roadways.
Traffic congestion and delay on arterial roadways are projected to increase dramatically in the future (as shown in Table 3.1 ). Without improvements to the transportation system, congestion levels will grow rapidly and travelers will experience unacceptable travel conditions with slow travel speeds and lengthy delays.
The future arterial roadway congestion is directly attributable to future development in Western Riverside County.
Traffic using arterial roadways within Western Riverside County is virtually all generated within or attracted to Western Riverside County, since longer-distance trips passing through the region typically use the freeway system, not arterial roadways. Therefore, the future recurring congestion problems on these roadways will be attributable to new trips that originate in, terminate in, or travel within Western Riverside County.
Capacity improvements to the transportation system will be needed to alleviate the future congestion caused by new development.
To maintain transportation service closer to current levels of efficiency, capacity enhancements will need to be made to the arterial roadway system. These enhancements could include new or realigned roads, additional lanes on existing
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 56 roads, new or expanded bridges, new or upgraded freeway interchanges, grade separation of at-grade rail crossings, or the installation of new ITS to improve traffic flows. The completion of improvements to the arterial roadway system would enhance regional mobility and reduce the total peak period vehicles hours of travel (VHT) by over 2%, reduce peak period vehicle hours of delay (VHD) by over 7%, and reduce the share of traffic experiencing congestion in the peak periods by over 4% (as shown in Table 4.6 ). The specific needs and timing of implementation will depend on the location and rate of future development, so the specific improvements to be funded by the TUMF and their priority of implementation will be determined during future project programming activities as improvement needs unfold and as TUMF funds become available.
Roads on the TUMF network are the facilities that merit improvement through this fee program.
The criteria used to identify roads for the TUMF network (future number of lanes, future traffic volume, future congestion level, and roadway function linking communities and activity centers and serving public transportation) were selected to ensure that these are the roadways that will serve inter-community travel and will require future improvement to alleviate congestion.
Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.
Since a portion of the population does not own an automobile and depends on public transportation for mobility, public transportation infrastructure and service will need to be enhanced and expanded to ensure continued mobility for this segment of the population. In addition, improvements to the public transportation system will be required to ensure that transit service can function as a viable option for future new Western Riverside County residents and employees who choose to avoid congestion by using public transportation.
For the reasons cited above, it can be readily concluded that there is a rational nexus between the future need for transportation improvements on the TUMF system and the future development upon which the proposed TUMF would be levied. The following sections evaluate the rational nexus in relation to the system components and the types of uses upon which the fee is assessed.
5.2 Application of Fee to System Components
As noted in Section 3.2, the TUMF concept includes splitting the fee revenues between the backbone system of arterials, the secondary system of arterials, and the public transportation system. This section evaluates the travel demands to determine the rational nexus between the future travel demands and the use of the fee to fund improvements to the future system components.
The split of fee revenues between the backbone and secondary highway networks is related to the proportion of highway vehicle trips that are relatively local (between
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 57 adjacent communities) and longer distance (between more distant communities but still within Western Riverside County). To estimate a rational fee split between the respective networks, the future combined AM and PM peak period travel forecast estimates were aggregated to a matrix of trips between zones to show the percentage of trips that remain within each zone in relation to the volume that travels to the other zones. This analysis was completed using the Year 2045 No-Build scenario trip tables from RivCoM.
The first step in the analysis was to create a correspondence table between the TAZs in the model and the five WRCOG TUMF zones (i.e. Northwest, Southwest, Central, Hemet/San Jacinto and Pass). The TAZs were then compressed into six districts (the five WRCOG zones and one for the rest of the SCAG region).
Table 5.1 shows the estimated peak period vehicle trips within and between each of the zones. Table 5.2 shows the percentage of peak period vehicle trips within and between the respective zones. Appendix I includes the detailed RivCoM outputs used to develop the regional trip distribution profile shown in Table 5.1 and 5.2.
Table 5.1 - 2045 No-Build Peak Period Vehicle Trips by WRCOG Zone
To
From Central Hemet/San
Jacinto Northwest Pass Southwest Outside
WRCOG TOTAL
Central 417,608 23,474 89,780 6,301 55,101 57,558 649,822 Hemet/San Jacinto 29,401 209,005 8,647 8,432 16,081 18,078 289,645 Northwest 58,578 2,684 743,234 2,687 11,032 196,041 1,014,257 Pass 8,068 7,585 6,114 110,385 908 32,334 165,395
Southwest 55,812 16,232 32,852 1,976 667,255 62,713 836,839 Outside WRCOG 33,907 7,574 192,712 24,490 33,867 292,550 TOTAL 603,375 266,554 1,073,340 154,271 784,244 366,724 3,248,507 Based on RivCoM Year 2045 No-Build scenario
Table 5.2 – 2045 No-Build Percent Peak Period Vehicle Trips By WRCOG Zone
To
From Central Hemet/San
Jacinto Northwest Pass Southwest Outside
WRCOG TOTAL
Central 64.3% 3.6% 13.8% 1.0% 8.5% 8.9% 100%
Hemet/San Jacinto 10.2% 72.2% 3.0% 2.9% 5.6% 6.2% 100%
Northwest 5.8% 0.3% 73.3% 0.3% 1.1% 19.3% 100%
Pass 4.9% 4.6% 3.7% 66.7% 0.5% 19.5% 100%
Southwest 6.7% 1.9% 3.9% 0.2% 79.7% 7.5% 100%
Based on RivCoM Year 2045 No-Build scenario
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 58 Table 5.3 summarizes the calculation of the split between the backbone and secondary highway networks as derived from the peak period trip values provided in Table 5.1. Peak period vehicle trips to and from areas outside Western Riverside County were subtracted from the calculation, on the presumption that most of their inter- regional travel would occur on the freeway system. Peak period trips between zones (regional) were assigned to the backbone network, since these trips are primarily served by the arterial roadways that provide connections between the zones. Peak period trips within zones (local) were split between the backbone network and the secondary network in proportion to their lane-miles, since roadways on both networks serve intra-zonal trips. The backbone network includes approximately 41.1% of the lane-miles on the future TUMF system, and the secondary network includes approximately 58.9% of the lane-miles.
The backbone network is therefore assigned all the inter-zonal peak period trips plus
41.1% of the intra-zonal peak period trips. The secondary network is assigned 58.9% of the intra-zonal peak period trips and none of the inter-zonal peak period trips. The overall result is that 51.1% of the regional travel is assigned to the backbone network and 48.9% is assigned to the secondary network.
Table 5.3 - Backbone-Secondary Network Share Calculation
Calculation Value Description Input Values Backbone
Value
Backbone
Share
Secondary
Value
Secondary
Share
Total Western Riverside County
Peak Period Vehicle Trips 3,248,507
Less Internal/External Peak Period
Vehicle Trips -659,273
Total Peak Period Vehicle Trips
Internal to Western Riverside
County
2,589,234
Peak Period Vehicle Trips Between
TUMF Zones 441,747
Peak Period Vehicle Trips Within
TUMF Zones 2,147,487
TUMF Future Network Lane-Miles 3,029.9 1,243.9 41.1% 1,786.0 58.9% Peak Period Vehicle Trips Between
TUMF Zones 441,747 441,747 100.0% 0 0.0%
Peak Period Vehicle Trips Within
TUMF Zones (as share of intra-
zonal trips)
2,147,487 882,332 41.1% 1,265,155 58.9%
Total Peak Period Vehicle Trips
Assigned 2,589,234 1,324,079 51.1% 1,265,155 48.9%
Based on RivCoM Year 2045 No-Build scenario; TUMF Nexus Study Exhibit H-1
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 59 5.3 Application of Fee to Residential and Non-Residential Developments
In order to establish the approximate proportionality of the future traffic impacts associated with new residential development and new non-residential development, the growth in daily VMT between the 2018 Existing and 2045 No-Build Scenarios from RivCoM were aggregated by trip purpose. RivCoM produces person trips (irrespective of mode choice) on the basis of five trip purposes: home-based-work (HBW), home- based-other (HBO), home-based-school (HBS), non-home-based (NHB), and home- based-university (HBU).
NCHRP Report #187 Quick Response Urban Travel Estimation Techniques and Transferable Parameters User's Guide (Transportation Research Board, 1978) details operational travel estimation techniques that are universally used for the travel demand modeling. Chapter 2 of this report, which details trip generation estimation, states that "HBW (Home Based Work) and HBNW (Home Based Non-Work) trips are generated at the households, whereas the NHB (Non-Home Based) trips are generated elsewhere." In accordance with NCHRP Report #187, growth in daily VMT was aggregated into home- based growth in daily VMT (combining the four home-based purposes: HBW, HBO, HBSC and HBU) and non-home-based growth in daily VMT. The home-based growth in daily VMT represents 77.7% of the total future growth in daily VMT and the non-home-based growth in daily VMT represent 22.3% of the total future growth in daily VMT, as shown in Table 5.4. Appendix J includes the RivCoM outputs used to develop the trip purpose summary in Table 5.4.
Table 5.4 - Daily VMT Growth by Trip Purpose for Western Riverside County (2018 - 2045)
VEHICLE TRIP PURPOSE 2018 EXISTING
DAILY VMT
2045 NO-BUILD
DAILY VMT
DAILY VMT
GROWTH
DAILY VMT
GROWTH
SHARE
Home-Based-Work 81,121,525 98,818,811 17,697,286 31.8%
Home-Based-Other 114,840,696 138,710,519 23,869,822 42.9% Home-Based-School (K-12) 8,592,941 9,230,272 637,331 1.1% Non-Home-Based 61,534,566 73,907,099 12,372,533 22.3%
Home-Based-University 5,377,197 6,400,662 1,023,465 1.8% TOTAL 271,466,925 327,067,363 55,600,437 100.00%
Home-Based Trips
(Residential Uses)
43,227,904 77.7%
Non-Home-Based Trips
(Non-Residential Uses)
12,372,533 22.3%
Based on RivCoM Year 2018 Existing Scenario, November 2023 and RivCoM Year 2045 No Build Scenario, November 2023
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 60 6.0 FAIR-SHARE FEE CALCULATION
The fee amounts, by type of development, that are justified to mitigate the cumulative regional impacts of new development on transportation facilities in Western Riverside County are quantified in this section. The total cost of improving the TUMF system is $5.28 billion. Existing funding obligated for improvements to the TUMF system totals $382.9 million while unfunded improvement needs generated by existing development represent $646.9 million of the total cost. The balance of the unfunded TUMF system improvement needs is $4.24 billion which is the maximum value attributable to the mitigation of the cumulative regional transportation impacts of future new development in the WRCOG region and will be captured through the TUMF Program.
By levying the uniform fee directly on future new developments (and indirectly on new residents and new employees to Western Riverside County), these transportation system users are assigned their “fair share” of the costs to address the cumulative impacts of additional traffic they will generate on the regional transportation system.
Of the $4.24 billion in unfunded future improvement needs, 77.7% ($3.30 billion) will be assigned to future new residential development and 22.3% ($946.5 million) will be assigned to future new non-residential development.
6.1 Residential Fees
The portion of the unfunded future improvement cost allocable to new residential development through the TUMF is $3.30 billion. Since this future transportation system improvement need is generated by new residential development anticipated through the Year 2045, the fee will be spread between the residential developments projected to be constructed between 2018 and 2045. The projected residential growth from year 2018 to 2045 is 257,826 households (or dwelling units) as is indicated in Table 2.3.
Different household types generate different numbers of trips. To reflect the difference in trip generation between lower density “single-family” dwelling units and higher density “multi-family” dwelling units, the TUMF was weighted based on the respective trip generation rates of these different dwelling unit types. For the purposes of the TUMF Program, single family dwelling units are those housing units with a density of less than 8 units per acre while multi-family units are those with a density of 8 or more units per acre. According to the SCAG 2020 RTP/SCS forecasts included in Table 2.3 and Appendix B , single family dwelling units (including mobile homes) are forecast to constitute 65.0% of the growth in residential dwelling units in the region between 2018 and 2045.
Data provided in the Institute of Transportation Engineers (ITE) Trip Generation Manual, 11th Edition (2021) show that, on average, single-family dwelling units generate 0.99 vehicle trips per dwelling unit per hour in the PM peak hour, whereas apartments, condominiums and townhouses (considered to be representative of higher density multi-family dwelling units) generate a median of 0.50 vehicle trips per unit per hour in the PM peak hour. The growth in dwelling units for single-family and multi-family, respectively, were multiplied by the corresponding trip generation rates to determine
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TUMF Nexus Study – 2024 Program Update September 9, 2024 61 the weighted proportion of the change in trips attributable to each use type as the basis for determining the per unit fee required to levy the necessary $3.20 billion to mitigate the cumulative regional transportation impacts of future new residential development. Table 6.1 summarizes the calculation of the fee for single-family and multi-family dwelling units. Appendix K includes worksheets detailing the calculation of the residential (and non-residential) TUMF for Western Riverside County.
Table 6.1 - Fee Calculation for Residential Share
Residential Sector
2018
Dwelling
Units
2045
Dwelling
Units
Dwelling
Unit
Change
Trip
Generation
Rate
Trip Change
Percentage
of Trip
Change
Fee/DU
Single-Family 397,407 564,898 167,491 0.99 165,816 78.6% $15,476 Multi-Family 157,166 247,501 90,335 0.50 45,168 21.4% $7,816 Total 554,573 812,399 257,826 210,984 100.0%
Household data based on SCAG 2020 RTP/SCS;
Trip Generation based on ITE Trip Generation (2021).
Consistent with the socio-economic forecasts developed by SCAG and the trip generation basis to assess the cumulative regional transportation impacts of new development, the residential fee calculation for TUMF reflects a uniform fee per dwelling unit for two categories as described previously: single-family residential and multi-family residential. On September 28, 2021, California Governor Gavin Newsome signed Assembly Bill 602 (AB 602) approving several changes to the Mitigation Fee Act, including the additional of §66016.5 to the California Government Code (CGC). CGC §66016.5(a)(5)(A) states “A nexus study adopted after July 1, 2022, shall calculate a fee imposed on a housing development project proportionately to the square footage of proposed units of the development.…” unless certain findings are made. These findings include:
“(i) An explanation as to why square footage is not appropriate metric to calculate fees imposed on housing development project.
(ii) An explanation that an alternative basis of calculating the fee bears a reasonable relationship between the fee charged and the burden posed by the development.
(iii) That other policies in the fee structure support smaller developments, or otherwise ensure that smaller developments are not charged disproportionate fees.”
To address these provisions of AB 602, WRCOG analyzed the trip generation characteristics of single-family and multi-family residential dwelling units of various sizes to determine whether the TUMF should be imposed based on the square footage of the respective housing type. The findings of the analyses for single-family and multi-family, respectively, were summarized in technical memoranda that are included in Appendix K. Based on the findings of the analyses, WRCOG has determined that the fee for single-family residential units should be adjusted in four tiers to correlate to the trip generation characteristics associated with various ranges of single-family housing sizes to demonstrate compliance with AB 602. The tiers reflecting the adjustments to the
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 62 standard single-family residential fee per dwelling unit (as calculated in Table 6.1 ) for differing ranges of single-family dwelling unit sizes are summarized in Table 6.2 .
Adjustments to the standard uniform fair-share single-family residential fee to account for variations in trip generation rates based on the size of the units will be made at the time of determining the fee obligation consistent with the process outlined further in the WRCOG TUMF Fee Calculation Handbook.
Table 6.2 – Single-Family Residential Fee Adjustments by Unit Size
Adjustment Tier Housing Unit Size Range (in square feet) Base Fee Adjustment Tier 1 Less than or equal to 1,800 80%
Tier 2 1,801 to 2,300 90%
Tier 3 2,301 to 2,700 100%
Tier 4 More than 2,700 125%
For multi-family residential units, WRCOG determined that the fee can be imposed on all multi-family units uniformly consistent with the conclusions of the analysis of multi- family trip generation rates by unit size, which demonstrated little variation in trip generation rates across the range of multi-family residential unit sizes. Therefore, the multi-family residential fee, as calculated in Table 6.2, can be applied uniformly to all multi-family residential units under the TUMF program.
6.2 Non-Residential Fees
The portion of the unfunded future improvement cost allocable to new non-residential development through the TUMF is $946.5 million. Estimates of employment by sector were obtained from the SCAG 2020 RTP/SCS socioeconomic data included in Table 2.3 and Appendix B . From the 2045 employment forecast, the amount of employee growth in each sector was calculated. The employment figures were then translated into square footage of new development using typical ratios of square feet per employee derived from four sources including: Cordoba Corporation/Parsons Brinckerhoff Quade and Douglas (PBQD), Land Use Density Conversion Factors For Long Range Corridor Study San Bernardino and Riverside Counties, August 20, 1990; Orange County Transportation Authority (OCTA), Orange County Subarea Model Guidelines Manual, June 2001; SCAG, Employment Density Study, October 31, 2001; and the County of Riverside, General Plan, as amended December 15, 2015. Worksheets showing the development of the TUMF employee conversion factors and the application of the conversion factors to calculate the square footage of future new non-residential development in Western Riverside County are included in Appendix L.
To account for the differences in trip generation between various types of non- residential uses, the new non-residential development was weighted by trip generation rate for each sector. Typical trip generation rates per employee were obtained from the Institute of Transportation Engineers (ITE) Trip Generation – 11 th Edition (2021), and were weighted based on a calculated value of trips per employee as derived from the
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 63 employee conversion factors and ITE typical trip generation rates per square foot of development, before being assigned to the non-residential categories as follows:
Industrial – 0.6 PM peak hour trips per employee, Retail – 1.8 PM peak hour trips per employee, Service – 1.2 PM peak hour trips per employee, and Government/Public –
2.1 PM peak hour trips per employee 12. These rates were applied to the employment growth in each sector to determine the relative contribution of each sector to new trip- making, and the $946.5 million was then allocated among the non-residential categories based on the percentage of new trips added. This proportionate non- residential fee share by sector was then divided by the estimated square footage of future new development to obtain the rate per square foot for each type of use. The calculation of the non-residential fee by sector is shown in Table 6.3.
Table 6.3 - Fee Calculation for Non-Residential Share
Non-Residential Sector Employment
Change
Trip
Generation
Rate per
Employee
Trip Change
Percentage
of Trip
Change
Change in
Square Feet of
Gross Floor
Area
Fee/SF
Industrial 76,581 0.6 45,949 15.1% 61,489,565 $2.33 Retail 13,115 1.8 23,607 7.8% 6,557,500 $11.21
Service 174,255 1.2 209,106 68.8% 66,735,957 $9.76 Government/Public 12,071 2.1 25,349 8.3% 3,420,665 $23.07 Total 276,022 304,011 100.0% 138,203,688
Employment Change data based on SCAG 2020 RTP/SCS; Trip Generation based on ITE (2021); Change in Square Feet conversion factor based on Cordoba (1990), OCTA (2001), SCAG (2001) and County of Riverside (2015).
12 The median trip generation rate for ‘Retail’ and ‘Service’ was reduced to reflect the influence of pass-by trips using the weekday PM peak median pass-by trip rate for select uses as derived from the ITE Trip Generation Manual (11 th Edition) (September 2021).
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 64 7.0 CONCLUSIONS
Based on the results of the Nexus Study evaluation, there is reasonable relationship between the cumulative regional transportation impacts of new land development projects in Western Riverside County and the need to mitigate these transportation impacts using funds levied through the ongoing TUMF Program. Factors that reflect this reasonable relationship include:
Western Riverside County is expected to continue growing because of future new development.
Continuing new growth will result in increasing congestion on arterial roadways.
The future arterial roadway congestion is directly attributable to the cumulative regional transportation impacts of future development in Western Riverside County.
Capacity improvements to the transportation system will be needed to mitigate the cumulative regional impacts of new development.
Roads on the TUMF network are the facilities that merit improvement through this fee program.
Improvements to the public transportation system will be needed to provide adequate mobility for transit-dependent travelers and to provide an alternative to automobile travel.
The Nexus Study evaluation has established a proportional “fair share” of the improvement cost attributable to new development based on the impacts of existing development and the availability of obligated funding through traditional sources.
Furthermore, the Nexus Study evaluation has divided the fair share of the cost to mitigate the cumulative regional impacts of future new development in Western Riverside County in rough proportionality to the cumulative impacts of future residential and non-residential development in the region. The respective fee allocable to future new residential and non-residential development in Western Riverside County is summarized for differing use types in Table 7.1.
Table 7.1 - Transportation Uniform Mitigation Fee for Western Riverside County
Land Use Type Units Development
Change Fee Per Unit
Total Revenue
($ million)
Single Family Residential DU 167,491 $15,476 $2,592.0 Multi Family Residential DU 90,335 $7,816 $706.1
Industrial SF GFA 61,489,565 $2.33 $143.1
Retail SF GFA 6,557,500 $11.21 $73.5
Service SF GFA 66,735,957 $9.76 $651.1
Government/Public SF GFA 3,420,665 $23.07 $78.9
MAXIMUM TUMF VALUE $4,244.6
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 65 8.0 APPENDICES
The following Appendices incorporate the extent of materials used to support the development of the WRCOG TUMF Nexus Study and, where appropriate, specifically the 2024 Update. The respective Appendices also incorporate an explanation of the methodology and assumptions used to develop the various elements of the Nexus Study.
These Appendices represent a compilation of materials derived from a variety of technical resources. Each of the following Appendices relate to the development of a specific element of the Nexus Study. These Appendices are as follows:
Appendix A - List of WRCOG Committees
Appendix B - Western Riverside County Population and Employment Growth 2018 – 2045
Appendix C - Western Riverside County Traffic Growth 2018 – 2045 Appendix D - Western Riverside County Transit System Ridership 2018 – 2045 Appendix E - Western Riverside County Regional System of Highways and Arterials Performance Measures
Appendix F - TUMF Network Cost Assumptions
Appendix G - TUMF 2024 Program Update Disposition of Network Change Requests Appendix H - TUMF Network Cost Estimate and Evaluation
Appendix I - Western Riverside County Regional Trip Distribution Appendix J - Western Riverside County Regional Trip Purpose Appendix K - Residential Fee Calculation
Appendix L - Non-Residential Fee Calculation
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 A-1
Appendix A - List of WRCOG Committees
WRCOG Executive Committee
Sheri Flynn City of Banning
Mike Lara City of Beaumont
Wendy Hewitt City of Calimesa
Mark Terry City of Canyon Lake
Jacque Casillas (2nd Vice-Chair) City of Corona
Christian Dinco City of Eastvale
Jackie Peterson City of Hemet
Chris Barajas (Past Chair) City of Jurupa Valley
Brian Tisdale City of Lake Elsinore
Bob Karwin City of Menifee
Elena Baca-Santa Cruz City of Moreno Valley
Lisa DeForest City of Murrieta
Kevin Bash City of Norco
Rita Rogers (Chair) City of Perris
Chuck Conder City of Riverside
Crystal Ruiz City of San Jacinto
James Stewart City of Temecula
Joseph Morabito City of Wildomar
Kevin Jeffries County of Riverside Dist. 1
Karen Spiegel County of Riverside Dist. 2
Chuck Washington County of Riverside Dist. 3
Yxstian Gutierrez County of Riverside Dist. 5
Phil Paule Eastern Municipal Water District
Dr. Edwin Gomez Riverside County Superintendent of
Schools (ex-officio)
Brenda Dennstedt (Vice-Chair) Western Water
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TUMF Nexus Study – 2024 Program Update September 9, 2024 A-2
WRCOG Technical Advisory Committee
Doug Schulze City of Banning
Elizabeth Gibbs City of Beaumont
Will Kolbow City of Calimesa
Aaron Brown City of Canyon Lake
Brett Channing City of Corona
Mark Orme City of Eastvale
Mark Prestwich City of Hemet
Rod Butler (Past Chair) City of Jurupa Valley
Jason Simpson City of Lake Elsinore
Armando Villa City of Menifee
Mike Lee City of Moreno Valley
Kim Summers City of Murrieta
Lori Sassoon City of Norco
Clara Miramontes (Chair) City of Perris
Mike Futrell City of Riverside
Rob Johnson City of San Jacinto
Aaron Adams City of Temecula
Dan York City of Wildomar
Jeff Van Wagenen County of Riverside
Joe Mouawad Eastern Municipal Water District
Grace Martin March Joint Power Authority
Matt Snellings Riverside County Office of Education
Craig Miller Western Water
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 A-3
WRCOG Planning Directors’ Committee
no new appointment made (as of 07/24/24) City of Banning Carole Kendrick City of Beaumont
Kelly Lucia City of Calimesa
Jim Morrisey City of Canyon Lake
Joanne Coletta City of Corona
David Murray City of Eastvale
Monique Alaniz-Flejter City of Hemet
Joe Perez (Chair) City of Jurupa Valley
Damaris Abraham City of Lake Elsinore
Cheryl Kitzerow City of Menifee
Sean Kelleher (2nd Vice-Chair) City of Moreno Valley
David Chantarangsu City of Murrieta
Alma Robles City of Norco
Kenneth Phung (Vice-Chair) City of Perris
Judy Eguez City of Riverside
Travis Randel City of San Jacinto
Matt Peters City of Temecula
Matthew Bassi City of Wildomar
John Hildebrand County of Riverside
Jeffrey Smith March Joint Powers Authority
Jennifer Nguyen Riverside Transit Agency
Ryan Shaw Western Water
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TUMF Nexus Study – 2024 Program Update September 9, 2024 A-4
WRCOG Public Works Committee
Art Vela City of Banning
Robert Vestal City of Beaumont
Michael Thornton City of Calimesa
Stuart McKibben City of Canyon Lake
Savat Khamphou (Vice-Chair) City of Corona
Jimmy Chung City of Eastvale
Noah Rau City of Hemet
Paul Toor (Chair) City of Jurupa Valley
Remon Habib City of Lake Elsinore
Nick Fidler City of Menifee
Melissa Walker City of Moreno Valley
Bob Moehling City of Murrieta
Sam Nelson City of Norco
John Pourkazemi City of Perris
Gil Hernandez City of Riverside
Stuart McKibbin (Vice-Chair) City of San Jacinto
Patrick Thomas City of Temecula
Jason Farag City of Wildomar
Patricia Romo County of Riverside
Lauren Sotelo March Joint Powers Authority
Jillian Guizado Riverside County Transportation Commission Mauricio Alvarez Riverside Transit Agency
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 A-5
WRCOG Finance Directors’ Committee
Lincoln Bogard City of Banning
Jennifer Ustation City of Beaumont
Celeste Reid City of Calimesa
Terry Shea City of Canyon Lake
Kim Sitton City of Corona
Amanda Wells City of Eastvale
vacant City of Hemet
June Overholt City of Jurupa Valley
Shannon Buckley City of Lake Elsinore
Travis Hickey City of Menifee
Launa Jimenez City of Moreno Valley
Javier Carcamo (Past Chair) City of Murrieta
Lisette Free City of Norco
Ernie Reyna (Chair) City of Perris
Kristie Thomas City of Riverside
Erika Gomez (2nd Vice-Chair) City of San Jacinto
Jennifer Hennessy City of Temecula
Adam Jantz City of Wildomar
Vacant County of Riverside
John Adams Eastern Municipal Water District
Grace Martin March Joint Power Authority
Dr. Ruth Perez Riverside County Office of Education
Kevin Mascaro Western Water
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TUMF Nexus Study – 2024 Program Update September 9. 2024 B-1
Appendix B - Western Riverside County Population and Employment Growth 2008 – 2035
Although a variety of alternate demographic information is available for the purpose of quantifying population and household growth in Western Riverside County, it was determined that the data developed by SCAG to support the 2020 RTP/SCS represented the most comprehensive source of socioeconomic data (SED) for the six- county SCAG region that includes Riverside County. The SCAG 2020 RTP/SCS SED information is disaggregated to the level of traffic analysis zones (TAZ) that comprise inputs to RivCoM. These SED data by TAZ were extracted from RivCoM (specifically the TAZ_Data.CSV file located in the PopSyn output folder) and aggregated to correspond with the TUMF zones to support this update of the TUMF Nexus. The SCAG 2020 RTP/SCS SED data retrieved from RivCoM and used as the basis for the Nexus Update is summarized in this Appendix.
The SCAG employment data for 2018 and 2045 was provided for thirteen employment sectors consistent with the California Employment Development Department (EDD) Major Groups including: Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Retail Trade; Transportation, Warehousing and Utilities; Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service; and Government. For the purposes of the Nexus Study, the SCAG Employment Categories were aggregated to Industrial (Farming, Natural Resources and Mining; Construction; Manufacturing; Wholesale Trade; Transportation, Warehousing and Utilities), Retail (Retail Trade), Service (Information; Financial Activities; Professional and Business Service; Education and Health Service; Leisure and Hospitality; Other Service) and Government/Public Sector (Government). These four aggregated sector types were used as the basis for calculating the fee as described in Section 6.2. This Appendix includes tables detailing the SCAG RTP/SCS SED Employment Categories and corresponding North American Industry Classification System (NAICS) Categories that are included in each non- residential sector type.
EXHIBIT B-1
Western Riverside County Population, Households and Employment (2018) - SCAG 2020 RTP/SCS Base Year SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 408,260 777,900 98,688 187,677 432,915 1,905,440 Single-Family 83,142 152,897 24,937 38,888 97,543 397,407 Multi-Family 26,889 63,591 8,661 26,055 31,970 157,166
Total Households 110,031 216,488 33,598 64,943 129,513 554,573 Farming, Natural Resources and Mining 799 3,431 559 1,625 2,080 8,494 Construction 6,245 31,914 1,807 2,067 13,290 55,323
Manufacturing 4,172 25,866 1,101 925 8,902 40,966
Wholesale Trade 8,428 9,269 268 546 6,490 25,001
Retail Trade 13,346 32,061 5,472 4,564 18,371 73,814
Transportation, Warehousing and Utilities 7,349 22,686 1,132 2,132 6,251 39,550 Information 425 2,073 496 177 863 4,034
Financial Activities 1,887 8,632 586 1,003 5,414 17,522 Professional and Business Service 7,834 32,973 3,434 1,630 13,532 59,403 Education and Health Service 20,423 76,884 6,092 13,659 29,192 146,250 Leisure and Hospitality 8,391 21,990 7,207 3,726 18,270 59,584 Other Service 2,834 10,603 1,244 1,891 5,338 21,910
Government 2,579 11,727 871 761 2,631 18,569
TUMF Industrial 26,993 93,166 4,867 7,295 37,013 169,334 TUMF Retail 13,346 32,061 5,472 4,564 18,371 73,814
TUMF Service 41,794 153,155 19,059 22,086 72,609 308,703 TUMF Government/Public Sector 2,579 11,727 871 761 2,631 18,569 Total Employment 84,712 290,109 30,269 34,706 130,624 570,420 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
EXHIBIT B-2
Western Riverside County Population, Households & Employment (2045) - SCAG 2020 RTP/SCS Horizon Year SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 594,678 925,228 158,040 289,439 566,491 2,533,876 Single-Family 133,507 181,827 43,988 70,713 134,863 564,898 Multi-Family 53,555 79,359 14,362 43,654 56,571 247,501 Total Households 187,062 261,186 58,350 114,367 191,434 812,399 Farming, Natural Resources and Mining 712 2,212 527 1,218 2,001 6,670 Construction 18,304 48,533 3,186 5,861 20,236 96,120
Manufacturing 6,836 24,624 1,393 1,149 10,335 44,337
Wholesale Trade 6,150 9,048 324 559 6,529 22,610
Retail Trade 16,310 33,656 7,136 6,338 23,489 86,929
Transportation, Warehousing and Utilities 18,227 38,043 2,705 4,771 12,432 76,178 Information 642 2,166 476 191 1,116 4,591
Financial Activities 2,906 9,889 1,229 1,536 6,665 22,225 Professional and Business Service 14,214 41,712 6,016 4,518 21,058 87,518 Education and Health Service 52,764 111,454 13,803 25,739 51,118 254,878 Leisure and Hospitality 13,197 27,739 10,540 8,424 24,641 84,541 Other Service 5,148 13,062 1,532 2,838 6,625 29,205
Government 6,229 18,222 1,176 1,471 3,542 30,640
TUMF Industrial 50,229 122,460 8,135 13,558 51,533 245,915 TUMF Retail 16,310 33,656 7,136 6,338 23,489 86,929
TUMF Service 88,871 206,022 33,596 43,246 111,223 482,958 TUMF Government/Public Sector 6,229 18,222 1,176 1,471 3,542 30,640 Total Employment 161,639 380,360 50,043 64,613 189,787 846,442 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
EXHIBIT B-3
Western Riverside County Population, Households and Employment (2018 to 2045 Change) - SCAG 2020 RTP/SCS SED Type/Zone Central Northwest Pass San Jacinto Southwest Total Total Population 186,418 147,328 59,352 101,762 133,576 628,436 Single-Family 50,365 28,930 19,051 31,825 37,320 167,491 Multi-Family 26,666 15,768 5,701 17,599 24,601 90,335
Total Households 77,031 44,698 24,752 49,424 61,921 257,826 Farming, Natural Resources and Mining -87 -1,219 -32 -407 -79 -1,824 Construction 12,059 16,619 1,379 3,794 6,946 40,797
Manufacturing 2,664 -1,242 292 224 1,433 3,371
Wholesale Trade -2,278 -221 56 13 39 -2,391
Retail Trade 2,964 1,595 1,664 1,774 5,118 13,115
Transportation, Warehousing and Utilities 10,878 15,357 1,573 2,639 6,181 36,628 Information 217 93 -20 14 253 557
Financial Activities 1,019 1,257 643 533 1,251 4,703
Professional and Business Service 6,380 8,739 2,582 2,888 7,526 28,115 Education and Health Service 32,341 34,570 7,711 12,080 21,926 108,628 Leisure and Hospitality 4,806 5,749 3,333 4,698 6,371 24,957 Other Service 2,314 2,459 288 947 1,287 7,295
Government 3,650 6,495 305 710 911 12,071
TUMF Industrial 23,236 29,294 3,268 6,263 14,520 76,581 TUMF Retail 2,964 1,595 1,664 1,774 5,118 13,115
TUMF Service 47,077 52,867 14,537 21,160 38,614 174,255 TUMF Government/Public Sector 3,650 6,495 305 710 911 12,071 Total Employment 76,927 90,251 19,774 29,907 59,163 276,022 Source: SCAG 2020 RTP/SCS
Population
Households
Employment
Exhibit B-4a - TUMF 2024 Nexus Update
Western Riverside County Population, Households and Employment (2018-2045) SED Type/Zone 2018 2045 Change Percent
Total Population 1,905,440 2,533,876 628,436 33%
Total Households 554,573 812,399 257,826 46%
Single-Family 397,407 564,898 167,491 42%
Multi-Family 157,166 247,501 90,335 57%
Total Employment 570,420 846,442 276,022 48%
TUMF Industrial 169,334 245,915 76,581 45%
TUMF Retail 73,814 86,929 13,115 18%
TUMF Service 308,703 482,958 174,255 56%
TUMF Government/Public Sector 18,569 30,640 12,071 65%
Source: SCAG 2020 RTP/SCS
Exhibit B-4b - TUMF 2016 Nexus Update
Western Riverside County Population, Households and Employment (2012-2040) SED Type/Zone 2012 2040 Change Percent
Total Population 1,773,935 2,429,633 655,698 37%
Total Households 525,149 775,231 250,082 48%
Single-Family 366,588 539,631 173,043 47%
Multi-Family 158,561 235,600 77,039 49%
Total Employment 460,787 861,455 400,668 87%
TUMF Industrial 120,736 201,328 80,592 67%
TUMF Retail 65,888 101,729 35,841 54%
TUMF Service 253,372 528,092 274,720 108%
TUMF Government/Public Sector 20,791 30,306 9,515 46%
Source: SCAG 2016 RTP/SCS
Exhibit B-4c - TUMF 2016 Nexus Update to 2024 Nexus Update Comparison Western Riverside County Population, Households and Employment (Existing to Future Change) SED Type/Zone 2016 Update
(2012-2040)
2024 Update
(2018-2045) Difference Percent
Total Population 655,698 628,436 -27,262 -4%
Total Households 250,082 257,826 7,744 3%
Single-Family 173,043 167,491 -5,552 -3%
Multi-Family 77,039 90,335 13,296 17%
Total Employment 400,668 276,022 -124,646 -31%
TUMF Industrial 80,592 76,581 -4,011 -5%
TUMF Retail 35,841 13,115 -22,726 -63%
TUMF Service 274,720 174,255 -100,465 -37%
TUMF Government/Public Sector 9,515 12,071 2,556 27%
Source: SCAG 2016 RTP/SCS; SCAG 2020 RTP/SCS
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 B-7
EXHIBIT B-4d
Western Riverside County Population, Households and Employment Change (2012 to 2040 and 2018 to 2045) TUMF 2016 Nexus Update Comparison to TUMF 2024 Nexus Update Sources:
Year 2012 to Year 2040 Growth (2016 Nexus Update): SCAG 2016 RTP/SCS; WSP, April 2016 Year 2018 to Year 2045 Growth (2024 Nexus Update): SCAG 2020 RTP/SCS
WRCOG Adopted by WRCOG Executive Committee
TUMF Nexus Study – 2024 Program Update September 9, 2024 B-8
EXHIBIT B-4e
Difference in Population, Households and Employment Growth in Western Riverside County TUMF 2016 Nexus Update Comparison to TUMF 2024 Nexus Update
Source:
Year 2012 to Year 2040 Growth (2016 Nexus Update): SCAG 2016 RTP/SCS; WSP, April 2016 Year 2018 to Year 2045 Growth (2024 Nexus Update): SCAG 2020 RTP/SCS
EXHIBIT B-5a
TUMF Non-Residential Category Detailed NAICS Correspondence Summary SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title Industrial
Farming, Natural Resources and Mining
11 Agriculture, Forestry, Fishing and Hunting
111 Crop Production
112 Animal Production and Aquaculture
113 Forestry and Logging
114 Fishing, Hunting and Trapping
115 Support Activities for Agriculture and Forestry
21 Mining, Quarrying, and Oil and Gas Extraction
211 Oil and Gas Extraction
212 Mining (except Oil and Gas)
213 Support Activities for Mining
Construction
23 Construction
236 Construction of Buildings
237 Heavy and Civil Engineering Construction
238 Specialty Trade Contractors
Manufacturing
31-33 Manufacturing
311 Food Manufacturing
312 Beverage and Tobacco Product Manufacturing
313 Textile Mills
314 Textile Product Mills
315 Apparel Manufacturing
316 Leather and Allied Product Manufacturing
321 Wood Product Manufacturing
322 Paper Manufacturing
323 Printing and Related Support Activities
324 Petroleum and Coal Products Manufacturing
325 Chemical Manufacturing
326 Plastics and Rubber Products Manufacturing
327 Nonmetallic Mineral Product Manufacturing
331 Primary Metal Manufacturing
332 Fabricated Metal Product Manufacturing
333 Machinery Manufacturing
334 Computer and Electronic Product Manufacturing
335 Electrical Equipment, Appliance, and Component Manufacturing 337 Furniture and Related Product Manufacturing
339 Miscellaneous Manufacturing
Wholesale Trade
42 Wholesale Trade
423 Merchant Wholesalers, Durable Goods
424 Merchant Wholesalers, Nondurable Goods
425 Wholesale Trade Agents and Brokers
Transportation, Warehousing and Utilities
22 Utilities
221 Utilities
48-49 Transportation and Warehousing
481 Air Transportation
482 Rail Transportation
483 Water Transportation
484 Truck Transportation
485 Transit and Ground Passenger Transportation
486 Pipeline Transportation
487 Scenic and Sightseeing Transportation
488 Support Activities for Transportation
491 Postal Service
492 Couriers and Messengers
493 Warehousing and Storage
Retail
Retail Trade
44-45 Retail Trade
441 Motor Vehicle and Parts Dealers
444 Building Material and Garden Equipment and Supplies Dealers 445 Food and Beverage Retailers
449 Furniture, Home Furnishings, Electronics, and Appliance Retailers 455 General Merchandise Retailers
456 Health and Personal Care Retailers
457 Gasoline Stations and Fuel Dealers
458 Clothing, Clothing Accessories, Shoe, and Jewelry Retailers 459 Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers TUMF Category
TUMF Non-Residential Category Detailed NAICS Correspondence Summary SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS TitleTUMF Category Service
Information
51 Information
512 Motion Picture and Sound Recording Industries
513 Publishing Industries
516 Broadcasting and Content Providers
517 Telecommunications
518 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 519 Web Search Portals, Libraries, Archives, and Other Information Services Financial Activities
52 Finance and Insurance
521 Monetary Authorities-Central Bank
522 Credit Intermediation and Related Activities
523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities 524 Insurance Carriers and Related Activities
525 Funds, Trusts, and Other Financial Vehicles
53 Real Estate and Rental and Leasing
531 Real Estate
532 Rental and Leasing Services
533 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) Professional and Business Services
54 Professional, Scientific, and Technical Services
541 Professional, Scientific, and Technical Services
55 Management of Companies and Enterprises
551 Management of Companies and Enterprises
56 Administrative and Support and Waste Management and Remediation Services 561 Administrative and Support Services
562 Waste Management and Remediation Services
Education and Health Services
61 Educational Services
611 Educational Services
62 Health Care and Social Assistance
621 Ambulatory Health Care Services
622 Hospitals
623 Nursing and Residential Care Facilities
624 Social Assistance
Leisure and Hospitality
71 Arts, Entertainment, and Recreation
711 Performing Arts, Spectator Sports, and Related Industries 712 Museums, Historical Sites, and Similar Institutions 713 Amusement, Gambling, and Recreation Industries
72 Accommodation and Food Services
721 Accommodation
722 Food Services and Drinking Places
Other Service
81 Other Services (except Public Administration)
811 Repair and Maintenance
812 Personal and Laundry Services
813 Religious, Grantmaking, Civic, Professional, and Similar Organizations 814 Private Households
Government/Public Sector
Government
92 Public Administration
921 Executive, Legislative, and Other General Government Support 922 Justice, Public Order, and Safety Activities
923 Administration of Human Resource Programs
924 Administration of Environmental Quality Programs
925 Administration of Housing Programs, Urban Planning, and Community Development 926 Administration of Economic Programs
927 Space Research and Technology
928 National Security and International Affairs
Source: SCAG 2020 RTP/SCS
California Employment Development Department (EDD)
US Census Bureau, North American Industry Classification System (NAICS), 2022 EXHIBIT B-5b
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title Industrial
Farming, Natural Resources and Mining
11 Agriculture, Forestry, Fishing and Hunting
111 Crop Production
111110 Soybean Farming
111120 Oilseed (except Soybean) Farming
111130 Dry Pea and Bean Farming
111140 Wheat Farming
111150 Corn Farming
111160 Rice Farming
111191 Oilseed and Grain Combination Farming
111199 All Other Grain Farming
111211 Potato Farming
111219 Other Vegetable (except Potato) and Melon Farming 111310 Orange Groves
111320 Citrus (except Orange) Groves
111331 Apple Orchards
111332 Grape Vineyards
111333 Strawberry Farming
111334 Berry (except Strawberry) Farming
111335 Tree Nut Farming
111336 Fruit and Tree Nut Combination Farming
111339 Other Noncitrus Fruit Farming
111411 Mushroom Production
111419 Other Food Crops Grown Under Cover
111421 Nursery and Tree Production
111422 Floriculture Production
111910 Tobacco Farming
111920 Cotton Farming
111930 Sugarcane Farming
111940 Hay Farming
111991 Sugar Beet Farming
111992 Peanut Farming
111998 All Other Miscellaneous Crop Farming
112 Animal Production and Aquaculture
112111 Beef Cattle Ranching and Farming
112112 Cattle Feedlots
112120 Dairy Cattle and Milk Production
112130 Dual-Purpose Cattle Ranching and Farming
112210 Hog and Pig Farming
112310 Chicken Egg Production
112320 Broilers and Other Meat Type Chicken Production
112330 Turkey Production
112340 Poultry Hatcheries
112390 Other Poultry Production
112410 Sheep Farming
112420 Goat Farming
112511 Finfish Farming and Fish Hatcheries
112512 Shellfish Farming
112519 Other Aquaculture
112910 Apiculture
112920 Horses and Other Equine Production
112930 Fur-Bearing Animal and Rabbit Production
112990 All Other Animal Production
113 Forestry and Logging
113110 Timber Tract Operations
113210 Forest Nurseries and Gathering of Forest Products 113310 Logging
114 Fishing, Hunting and Trapping
114111 Finfish Fishing
114112 Shellfish Fishing
114119 Other Marine Fishing
114210 Hunting and Trapping
115 Support Activities for Agriculture and Forestry
115111 Cotton Ginning
115112 Soil Preparation, Planting, and Cultivating
115113 Crop Harvesting, Primarily by Machine
115114 Postharvest Crop Activities (except Cotton Ginning) 115115 Farm Labor Contractors and Crew Leaders
115116 Farm Management Services
115210 Support Activities for Animal Production
115310 Support Activities for Forestry
21 Mining, Quarrying, and Oil and Gas Extraction
211 Oil and Gas Extraction
211120 Crude Petroleum Extraction
211130 Natural Gas Extraction
212 Mining (except Oil and Gas)
212114 Surface Coal Mining
212115 Underground Coal Mining
212210 Iron Ore Mining
212220 Gold Ore and Silver Ore Mining
212230 Copper, Nickel, Lead, and Zinc Mining
212290 Other Metal Ore Mining
212311 Dimension Stone Mining and Quarrying
212312 Crushed and Broken Limestone Mining and Quarrying 212313 Crushed and Broken Granite Mining and Quarrying
212319 Other Crushed and Broken Stone Mining and Quarrying 212321 Construction Sand and Gravel Mining
212322 Industrial Sand Mining
212323 Kaolin, Clay, and Ceramic and Refractory Minerals Mining 212390 Other Nonmetallic Mineral Mining and Quarrying
213 Support Activities for Mining
213111 Drilling Oil and Gas Wells
213112 Support Activities for Oil and Gas Operations
213113 Support Activities for Coal Mining
213114 Support Activities for Metal Mining
213115 Support Activities for Nonmetallic Minerals (except Fuels) Mining TUMF Category
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Construction
23 Construction
236 Construction of Buildings
236115 New Single-Family Housing Construction (except For-Sale Builders) 236116 New Multifamily Housing Construction (except For-Sale Builders) 236117 New Housing For-Sale Builders
236118 Residential Remodelers
236210 Industrial Building Construction
236220 Commercial and Institutional Building Construction 237 Heavy and Civil Engineering Construction
237110 Water and Sewer Line and Related Structures Construction 237120 Oil and Gas Pipeline and Related Structures Construction 237130 Power and Communication Line and Related Structures Construction 237210 Land Subdivision
237310 Highway, Street, and Bridge Construction
237990 Other Heavy and Civil Engineering Construction
238 Specialty Trade Contractors
238110 Poured Concrete Foundation and Structure Contractors 238120 Structural Steel and Precast Concrete Contractors 238130 Framing Contractors
238140 Masonry Contractors
238150 Glass and Glazing Contractors
238160 Roofing Contractors
238170 Siding Contractors
238190 Other Foundation, Structure, and Building Exterior Contractors 238210 Electrical Contractors and Other Wiring Installation Contractors 238220 Plumbing, Heating, and Air-Conditioning Contractors 238290 Other Building Equipment Contractors
238310 Drywall and Insulation Contractors
238320 Painting and Wall Covering Contractors
238330 Flooring Contractors
238340 Tile and Terrazzo Contractors
238350 Finish Carpentry Contractors
238390 Other Building Finishing Contractors
238910 Site Preparation Contractors
238990 All Other Specialty Trade Contractors
Manufacturing
31-33 Manufacturing
311 Food Manufacturing
311111 Dog and Cat Food Manufacturing
311119 Other Animal Food Manufacturing
311211 Flour Milling
311212 Rice Milling
311213 Malt Manufacturing
311221 Wet Corn Milling and Starch Manufacturing
311224 Soybean and Other Oilseed Processing
311225 Fats and Oils Refining and Blending
311230 Breakfast Cereal Manufacturing
311313 Beet Sugar Manufacturing
311314 Cane Sugar Manufacturing
311340 Nonchocolate Confectionery Manufacturing
311351 Chocolate and Confectionery Manufacturing from Cacao Beans 311352 Confectionery Manufacturing from Purchased Chocolate 311411 Frozen Fruit, Juice, and Vegetable Manufacturing 311412 Frozen Specialty Food Manufacturing
311421 Fruit and Vegetable Canning
311422 Specialty Canning
311423 Dried and Dehydrated Food Manufacturing
311511 Fluid Milk Manufacturing
311512 Creamery Butter Manufacturing
311513 Cheese Manufacturing
311514 Dry, Condensed, and Evaporated Dairy Product Manufacturing 311520 Ice Cream and Frozen Dessert Manufacturing
311611 Animal (except Poultry) Slaughtering
311612 Meat Processed from Carcasses
311613 Rendering and Meat Byproduct Processing
311615 Poultry Processing
311710 Seafood Product Preparation and Packaging
311811 Retail Bakeries
311812 Commercial Bakeries
311813 Frozen Cakes, Pies, and Other Pastries Manufacturing 311821 Cookie and Cracker Manufacturing
311824 Dry Pasta, Dough, and Flour Mixes Manufacturing from Purchased Flour 311830 Tortilla Manufacturing
311911 Roasted Nuts and Peanut Butter Manufacturing
311919 Other Snack Food Manufacturing
311920 Coffee and Tea Manufacturing
311930 Flavoring Syrup and Concentrate Manufacturing
311941 Mayonnaise, Dressing, and Other Prepared Sauce Manufacturing 311942 Spice and Extract Manufacturing
311991 Perishable Prepared Food Manufacturing
311999 All Other Miscellaneous Food Manufacturing
312 Beverage and Tobacco Product Manufacturing
312111 Soft Drink Manufacturing
312112 Bottled Water Manufacturing
312113 Ice Manufacturing
312120 Breweries
312130 Wineries
312140 Distilleries
312230 Tobacco Manufacturing
313 Textile Mills
313110 Fiber, Yarn, and Thread Mills
313210 Broadwoven Fabric Mills
313220 Narrow Fabric Mills and Schiffli Machine Embroidery 313230 Nonwoven Fabric Mills
313240 Knit Fabric Mills
313310 Textile and Fabric Finishing Mills
313320 Fabric Coating Mills
314 Textile Product Mills
314110 Carpet and Rug Mills
314120 Curtain and Linen Mills
314910 Textile Bag and Canvas Mills
314994 Rope, Cordage, Twine, Tire Cord, and Tire Fabric Mills 314999 All Other Miscellaneous Textile Product Mills
315 Apparel Manufacturing
315120 Apparel Knitting Mills
315210 Cut and Sew Apparel Contractors
315250 Cut and Sew Apparel Manufacturing (except Contractors) 315990 Apparel Accessories and Other Apparel Manufacturing 316 Leather and Allied Product Manufacturing
316110 Leather and Hide Tanning and Finishing
316210 Footwear Manufacturing
316990 Other Leather and Allied Product Manufacturing
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
321 Wood Product Manufacturing
321113 Sawmills
321114 Wood Preservation
321211 Hardwood Veneer and Plywood Manufacturing
321212 Softwood Veneer and Plywood Manufacturing
321215 Engineered Wood Member Manufacturing
321219 Reconstituted Wood Product Manufacturing
321911 Wood Window and Door Manufacturing
321912 Cut Stock, Resawing Lumber, and Planing
321918 Other Millwork (including Flooring)
321920 Wood Container and Pallet Manufacturing
321991 Manufactured Home (Mobile Home) Manufacturing
321992 Prefabricated Wood Building Manufacturing
321999 All Other Miscellaneous Wood Product Manufacturing 322 Paper Manufacturing
322110 Pulp Mills
322120 Paper Mills
322130 Paperboard Mills
322211 Corrugated and Solid Fiber Box Manufacturing
322212 Folding Paperboard Box Manufacturing
322219 Other Paperboard Container Manufacturing
322220 Paper Bag and Coated and Treated Paper Manufacturing 322230 Stationery Product Manufacturing
322291 Sanitary Paper Product Manufacturing
322299 All Other Converted Paper Product Manufacturing
323 Printing and Related Support Activities
323111 Commercial Printing (except Screen and Books)
323113 Commercial Screen Printing
323117 Books Printing
323120 Support Activities for Printing
324 Petroleum and Coal Products Manufacturing
324110 Petroleum Refineries
324121 Asphalt Paving Mixture and Block Manufacturing
324122 Asphalt Shingle and Coating Materials Manufacturing 324191 Petroleum Lubricating Oil and Grease Manufacturing 324199 All Other Petroleum and Coal Products Manufacturing 325 Chemical Manufacturing
325110 Petrochemical Manufacturing
325120 Industrial Gas Manufacturing
325130 Synthetic Dye and Pigment Manufacturing
325180 Other Basic Inorganic Chemical Manufacturing
325193 Ethyl Alcohol Manufacturing
325194 Cyclic Crude, Intermediate, and Gum and Wood Chemical Manufacturing 325199 All Other Basic Organic Chemical Manufacturing
325211 Plastics Material and Resin Manufacturing
325212 Synthetic Rubber Manufacturing
325220 Artificial and Synthetic Fibers and Filaments Manufacturing 325311 Nitrogenous Fertilizer Manufacturing
325312 Phosphatic Fertilizer Manufacturing
325314 Fertilizer (Mixing Only) Manufacturing
325315 Compost Manufacturing
325320 Pesticide and Other Agricultural Chemical Manufacturing 325411 Medicinal and Botanical Manufacturing
325412 Pharmaceutical Preparation Manufacturing
325413 In-Vitro Diagnostic Substance Manufacturing
325414 Biological Product (except Diagnostic) Manufacturing 325510 Paint and Coating Manufacturing
325520 Adhesive Manufacturing
325611 Soap and Other Detergent Manufacturing
325612 Polish and Other Sanitation Good Manufacturing
325613 Surface Active Agent Manufacturing
325620 Toilet Preparation Manufacturing
325910 Printing Ink Manufacturing
325920 Explosives Manufacturing
325991 Custom Compounding of Purchased Resins
325992 Photographic Film, Paper, Plate, Chemical, and Copy Toner Manufacturing 325998 All Other Miscellaneous Chemical Product and Preparation Manufacturing 326 Plastics and Rubber Products Manufacturing
326111 Plastics Bag and Pouch Manufacturing
326112 Plastics Packaging Film and Sheet (including Laminated) Manufacturing 326113 Unlaminated Plastics Film and Sheet (except Packaging) Manufacturing 326121 Unlaminated Plastics Profile Shape Manufacturing 326122 Plastics Pipe and Pipe Fitting Manufacturing
326130 Laminated Plastics Plate, Sheet (except Packaging), and Shape Manufacturing 326140 Polystyrene Foam Product Manufacturing
326150 Urethane and Other Foam Product (except Polystyrene) Manufacturing 326160 Plastics Bottle Manufacturing
326191 Plastics Plumbing Fixture Manufacturing
326199 All Other Plastics Product Manufacturing
326211 Tire Manufacturing (except Retreading)
326212 Tire Retreading
326220 Rubber and Plastics Hoses and Belting Manufacturing 326291 Rubber Product Manufacturing for Mechanical Use
326299 All Other Rubber Product Manufacturing
327 Nonmetallic Mineral Product Manufacturing
327110 Pottery, Ceramics, and Plumbing Fixture Manufacturing 327120 Clay Building Material and Refractories Manufacturing 327211 Flat Glass Manufacturing
327212 Other Pressed and Blown Glass and Glassware Manufacturing 327213 Glass Container Manufacturing
327215 Glass Product Manufacturing Made of Purchased Glass 327310 Cement Manufacturing
327320 Ready-Mix Concrete Manufacturing
327331 Concrete Block and Brick Manufacturing
327332 Concrete Pipe Manufacturing
327390 Other Concrete Product Manufacturing
327410 Lime Manufacturing
327420 Gypsum Product Manufacturing
327910 Abrasive Product Manufacturing
327991 Cut Stone and Stone Product Manufacturing
327992 Ground or Treated Mineral and Earth Manufacturing 327993 Mineral Wool Manufacturing
327999 All Other Miscellaneous Nonmetallic Mineral Product Manufacturing TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
331 Primary Metal Manufacturing
331110 Iron and Steel Mills and Ferroalloy Manufacturing 331210 Iron and Steel Pipe and Tube Manufacturing from Purchased Steel 331221 Rolled Steel Shape Manufacturing
331222 Steel Wire Drawing
331313 Alumina Refining and Primary Aluminum Production 331314 Secondary Smelting and Alloying of Aluminum
331315 Aluminum Sheet, Plate, and Foil Manufacturing
331318 Other Aluminum Rolling, Drawing, and Extruding
331410 Nonferrous Metal (except Aluminum) Smelting and Refining 331420 Copper Rolling, Drawing, Extruding, and Alloying 331491 Nonferrous Metal (except Copper and Aluminum) Rolling, Drawing, and Extruding 331492 Secondary Smelting, Refining, and Alloying of Nonferrous Metal (except Copper and Aluminum) 331511 Iron Foundries
331512 Steel Investment Foundries
331513 Steel Foundries (except Investment)
331523 Nonferrous Metal Die-Casting Foundries
331524 Aluminum Foundries (except Die-Casting)
331529 Other Nonferrous Metal Foundries (except Die-Casting) 332 Fabricated Metal Product Manufacturing
332111 Iron and Steel Forging
332112 Nonferrous Forging
332114 Custom Roll Forming
332117 Powder Metallurgy Part Manufacturing
332119 Metal Crown, Closure, and Other Metal Stamping (except Automotive) 332215 Metal Kitchen Cookware, Utensil, Cutlery, and Flatware (except Precious) Manufacturing 332216 Saw Blade and Handtool Manufacturing
332311 Prefabricated Metal Building and Component Manufacturing 332312 Fabricated Structural Metal Manufacturing
332313 Plate Work Manufacturing
332321 Metal Window and Door Manufacturing
332322 Sheet Metal Work Manufacturing
332323 Ornamental and Architectural Metal Work Manufacturing 332410 Power Boiler and Heat Exchanger Manufacturing
332420 Metal Tank (Heavy Gauge) Manufacturing
332431 Metal Can Manufacturing
332439 Other Metal Container Manufacturing
332510 Hardware Manufacturing
332613 Spring Manufacturing
332618 Other Fabricated Wire Product Manufacturing
332710 Machine Shops
332721 Precision Turned Product Manufacturing
332722 Bolt, Nut, Screw, Rivet, and Washer Manufacturing 332811 Metal Heat Treating
332812 Metal Coating, Engraving (except Jewelry and Silverware), and Allied Services to Manufacturers 332813 Electroplating, Plating, Polishing, Anodizing, and Coloring 332911 Industrial Valve Manufacturing
332912 Fluid Power Valve and Hose Fitting Manufacturing 332913 Plumbing Fixture Fitting and Trim Manufacturing
332919 Other Metal Valve and Pipe Fitting Manufacturing 332991 Ball and Roller Bearing Manufacturing
332992 Small Arms Ammunition Manufacturing
332993 Ammunition (except Small Arms) Manufacturing
332994 Small Arms, Ordnance, and Ordnance Accessories Manufacturing 332996 Fabricated Pipe and Pipe Fitting Manufacturing
332999 All Other Miscellaneous Fabricated Metal Product Manufacturing 333 Machinery Manufacturing
333111 Farm Machinery and Equipment Manufacturing
333112 Lawn and Garden Tractor and Home Lawn and Garden Equipment Manufacturing 333120 Construction Machinery Manufacturing
333131 Mining Machinery and Equipment Manufacturing
333132 Oil and Gas Field Machinery and Equipment Manufacturing 333241 Food Product Machinery Manufacturing
333242 Semiconductor Machinery Manufacturing
333243 Sawmill, Woodworking, and Paper Machinery Manufacturing 333248 All Other Industrial Machinery Manufacturing
333310 Commercial and Service Industry Machinery Manufacturing 333413 Industrial and Commercial Fan and Blower and Air Purification Equipment Manufacturing 333414 Heating Equipment (except Warm Air Furnaces) Manufacturing 333415 Air-Conditioning and Warm Air Heating Equipment and Commercial and Industrial Refrigeration Equipment Manufacturing 333511 Industrial Mold Manufacturing
333514 Special Die and Tool, Die Set, Jig, and Fixture Manufacturing 333515 Cutting Tool and Machine Tool Accessory Manufacturing 333517 Machine Tool Manufacturing
333519 Rolling Mill and Other Metalworking Machinery Manufacturing 333611 Turbine and Turbine Generator Set Units Manufacturing 333612 Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing 333613 Mechanical Power Transmission Equipment Manufacturing 333618 Other Engine Equipment Manufacturing
333912 Air and Gas Compressor Manufacturing
333914 Measuring, Dispensing, and Other Pumping Equipment Manufacturing 333921 Elevator and Moving Stairway Manufacturing
333922 Conveyor and Conveying Equipment Manufacturing
333923 Overhead Traveling Crane, Hoist, and Monorail System Manufacturing 333924 Industrial Truck, Tractor, Trailer, and Stacker Machinery Manufacturing 333991 Power-Driven Handtool Manufacturing
333992 Welding and Soldering Equipment Manufacturing
333993 Packaging Machinery Manufacturing
333994 Industrial Process Furnace and Oven Manufacturing 333995 Fluid Power Cylinder and Actuator Manufacturing
333996 Fluid Power Pump and Motor Manufacturing
333998 All Other Miscellaneous General Purpose Machinery Manufacturing 334 Computer and Electronic Product Manufacturing
334111 Electronic Computer Manufacturing
334112 Computer Storage Device Manufacturing
334118 Computer Terminal and Other Computer Peripheral Equipment Manufacturing 334210 Telephone Apparatus Manufacturing
334220 Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing 334290 Other Communications Equipment Manufacturing
334310 Audio and Video Equipment Manufacturing
334412 Bare Printed Circuit Board Manufacturing
334413 Semiconductor and Related Device Manufacturing
334416 Capacitor, Resistor, Coil, Transformer, and Other Inductor Manufacturing 334417 Electronic Connector Manufacturing
334418 Printed Circuit Assembly (Electronic Assembly) Manufacturing 334419 Other Electronic Component Manufacturing
334510 Electromedical and Electrotherapeutic Apparatus Manufacturing 334511 Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing 334512 Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use 334513 Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables 334514 Totalizing Fluid Meter and Counting Device Manufacturing 334515 Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals 334516 Analytical Laboratory Instrument Manufacturing
334517 Irradiation Apparatus Manufacturing
334519 Other Measuring and Controlling Device Manufacturing 334610 Manufacturing and Reproducing Magnetic and Optical Media TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
335 Electrical Equipment, Appliance, and Component Manufacturing 335131 Residential Electric Lighting Fixture Manufacturing 335132 Commercial, Industrial, and Institutional Electric Lighting Fixture Manufacturing 335139 Electric Lamp Bulb and Other Lighting Equipment Manufacturing 335210 Small Electrical Appliance Manufacturing
335220 Major Household Appliance Manufacturing
335311 Power, Distribution, and Specialty Transformer Manufacturing 335312 Motor and Generator Manufacturing
335313 Switchgear and Switchboard Apparatus Manufacturing 335314 Relay and Industrial Control Manufacturing
335910 Battery Manufacturing
335921 Fiber Optic Cable Manufacturing
335929 Other Communication and Energy Wire Manufacturing 335931 Current-Carrying Wiring Device Manufacturing
335932 Noncurrent-Carrying Wiring Device Manufacturing
335991 Carbon and Graphite Product Manufacturing
335999 All Other Miscellaneous Electrical Equipment and Component Manufacturing 336 Transportation Equipment Manufacturing
336110 Automobile and Light Duty Motor Vehicle Manufacturing 336120 Heavy Duty Truck Manufacturing
336211 Motor Vehicle Body Manufacturing
336212 Truck Trailer Manufacturing
336213 Motor Home Manufacturing
336214 Travel Trailer and Camper Manufacturing
336310 Motor Vehicle Gasoline Engine and Engine Parts Manufacturing 336320 Motor Vehicle Electrical and Electronic Equipment Manufacturing 336330 Motor Vehicle Steering and Suspension Components (except Spring) Manufacturing 336340 Motor Vehicle Brake System Manufacturing
336350 Motor Vehicle Transmission and Power Train Parts Manufacturing 336360 Motor Vehicle Seating and Interior Trim Manufacturing 336370 Motor Vehicle Metal Stamping
336390 Other Motor Vehicle Parts Manufacturing
336411 Aircraft Manufacturing
336412 Aircraft Engine and Engine Parts Manufacturing
336413 Other Aircraft Parts and Auxiliary Equipment Manufacturing 336414 Guided Missile and Space Vehicle Manufacturing
336415 Guided Missile and Space Vehicle Propulsion Unit and Propulsion Unit Parts Manufacturing 336419 Other Guided Missile and Space Vehicle Parts and Auxiliary Equipment Manufacturing 336510 Railroad Rolling Stock Manufacturing
336611 Ship Building and Repairing
336612 Boat Building
336991 Motorcycle, Bicycle, and Parts Manufacturing
336992 Military Armored Vehicle, Tank, and Tank Component Manufacturing 336999 All Other Transportation Equipment Manufacturing 337 Furniture and Related Product Manufacturing
337110 Wood Kitchen Cabinet and Countertop Manufacturing 337121 Upholstered Household Furniture Manufacturing
337122 Nonupholstered Wood Household Furniture Manufacturing 337126 Household Furniture (except Wood and Upholstered) Manufacturing 337127 Institutional Furniture Manufacturing
337211 Wood Office Furniture Manufacturing
337212 Custom Architectural Woodwork and Millwork Manufacturing 337214 Office Furniture (except Wood) Manufacturing
337215 Showcase, Partition, Shelving, and Locker Manufacturing 337910 Mattress Manufacturing
337920 Blind and Shade Manufacturing
339 Miscellaneous Manufacturing
339112 Surgical and Medical Instrument Manufacturing
339113 Surgical Appliance and Supplies Manufacturing
339114 Dental Equipment and Supplies Manufacturing
339115 Ophthalmic Goods Manufacturing
339116 Dental Laboratories
339910 Jewelry and Silverware Manufacturing
339920 Sporting and Athletic Goods Manufacturing
339930 Doll, Toy, and Game Manufacturing
339940 Office Supplies (except Paper) Manufacturing
339950 Sign Manufacturing
339991 Gasket, Packing, and Sealing Device Manufacturing 339992 Musical Instrument Manufacturing
339993 Fastener, Button, Needle, and Pin Manufacturing
339994 Broom, Brush, and Mop Manufacturing
339995 Burial Casket Manufacturing
339999 All Other Miscellaneous Manufacturing
Wholesale Trade
42 Wholesale Trade
423 Merchant Wholesalers, Durable Goods
423110 Automobile and Other Motor Vehicle Merchant Wholesalers 423120 Motor Vehicle Supplies and New Parts Merchant Wholesalers 423130 Tire and Tube Merchant Wholesalers
423140 Motor Vehicle Parts (Used) Merchant Wholesalers
423210 Furniture Merchant Wholesalers
423220 Home Furnishing Merchant Wholesalers
423310 Lumber, Plywood, Millwork, and Wood Panel Merchant Wholesalers 423320 Brick, Stone, and Related Construction Material Merchant Wholesalers 423330 Roofing, Siding, and Insulation Material Merchant Wholesalers 423390 Other Construction Material Merchant Wholesalers 423410 Photographic Equipment and Supplies Merchant Wholesalers 423420 Office Equipment Merchant Wholesalers
423430 Computer and Computer Peripheral Equipment and Software Merchant Wholesalers 423440 Other Commercial Equipment Merchant Wholesalers
423450 Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers 423460 Ophthalmic Goods Merchant Wholesalers
423490 Other Professional Equipment and Supplies Merchant Wholesalers 423510 Metal Service Centers and Other Metal Merchant Wholesalers 423520 Coal and Other Mineral and Ore Merchant Wholesalers 423610 Electrical Apparatus and Equipment, Wiring Supplies, and Related Equipment Merchant Wholesalers 423620 Household Appliances, Electric Housewares, and Consumer Electronics Merchant Wholesalers 423690 Other Electronic Parts and Equipment Merchant Wholesalers 423710 Hardware Merchant Wholesalers
423720 Plumbing and Heating Equipment and Supplies (Hydronics) Merchant Wholesalers 423730 Warm Air Heating and Air-Conditioning Equipment and Supplies Merchant Wholesalers 423740 Refrigeration Equipment and Supplies Merchant Wholesalers 423810 Construction and Mining (except Oil Well) Machinery and Equipment Merchant Wholesalers 423820 Farm and Garden Machinery and Equipment Merchant Wholesalers 423830 Industrial Machinery and Equipment Merchant Wholesalers 423840 Industrial Supplies Merchant Wholesalers
423850 Service Establishment Equipment and Supplies Merchant Wholesalers 423860 Transportation Equipment and Supplies (except Motor Vehicle) Merchant Wholesalers 423910 Sporting and Recreational Goods and Supplies Merchant Wholesalers 423920 Toy and Hobby Goods and Supplies Merchant Wholesalers 423930 Recyclable Material Merchant Wholesalers
423940 Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers 423990 Other Miscellaneous Durable Goods Merchant Wholesalers TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
424 Merchant Wholesalers, Nondurable Goods
424110 Printing and Writing Paper Merchant Wholesalers
424120 Stationery and Office Supplies Merchant Wholesalers 424130 Industrial and Personal Service Paper Merchant Wholesalers 424210 Drugs and Druggists' Sundries Merchant Wholesalers 424310 Piece Goods, Notions, and Other Dry Goods Merchant Wholesalers 424340 Footwear Merchant Wholesalers
424350 Clothing and Clothing Accessories Merchant Wholesalers 424410 General Line Grocery Merchant Wholesalers
424420 Packaged Frozen Food Merchant Wholesalers
424430 Dairy Product (except Dried or Canned) Merchant Wholesalers 424440 Poultry and Poultry Product Merchant Wholesalers 424450 Confectionery Merchant Wholesalers
424460 Fish and Seafood Merchant Wholesalers
424470 Meat and Meat Product Merchant Wholesalers
424480 Fresh Fruit and Vegetable Merchant Wholesalers
424490 Other Grocery and Related Products Merchant Wholesalers 424510 Grain and Field Bean Merchant Wholesalers
424520 Livestock Merchant Wholesalers
424590 Other Farm Product Raw Material Merchant Wholesalers 424610 Plastics Materials and Basic Forms and Shapes Merchant Wholesalers 424690 Other Chemical and Allied Products Merchant Wholesalers 424710 Petroleum Bulk Stations and Terminals
424720 Petroleum and Petroleum Products Merchant Wholesalers (except Bulk Stations and Terminals) 424810 Beer and Ale Merchant Wholesalers
424820 Wine and Distilled Alcoholic Beverage Merchant Wholesalers 424910 Farm Supplies Merchant Wholesalers
424920 Book, Periodical, and Newspaper Merchant Wholesalers 424930 Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers 424940 Tobacco Product and Electronic Cigarette Merchant Wholesalers 424950 Paint, Varnish, and Supplies Merchant Wholesalers 424990 Other Miscellaneous Nondurable Goods Merchant Wholesalers 425 Wholesale Trade Agents and Brokers
425120 Wholesale Trade Agents and Brokers
Transportation, Warehousing and Utilities
22 Utilities
221 Utilities
221111 Hydroelectric Power Generation
221112 Fossil Fuel Electric Power Generation
221113 Nuclear Electric Power Generation
221114 Solar Electric Power Generation
221115 Wind Electric Power Generation
221116 Geothermal Electric Power Generation
221117 Biomass Electric Power Generation
221118 Other Electric Power Generation
221121 Electric Bulk Power Transmission and Control
221122 Electric Power Distribution
221210 Natural Gas Distribution
221310 Water Supply and Irrigation Systems
221320 Sewage Treatment Facilities
221330 Steam and Air-Conditioning Supply
48-49 Transportation and Warehousing
481 Air Transportation
481111 Scheduled Passenger Air Transportation
481112 Scheduled Freight Air Transportation
481211 Nonscheduled Chartered Passenger Air Transportation 481212 Nonscheduled Chartered Freight Air Transportation 481219 Other Nonscheduled Air Transportation
482 Rail Transportation
482111 Line-Haul Railroads
482112 Short Line Railroads
483 Water Transportation
483111 Deep Sea Freight Transportation
483112 Deep Sea Passenger Transportation
483113 Coastal and Great Lakes Freight Transportation
483114 Coastal and Great Lakes Passenger Transportation 483211 Inland Water Freight Transportation
483212 Inland Water Passenger Transportation
484 Truck Transportation
484110 General Freight Trucking, Local
484121 General Freight Trucking, Long-Distance, Truckload 484122 General Freight Trucking, Long-Distance, Less Than Truckload 484210 Used Household and Office Goods Moving
484220 Specialized Freight (except Used Goods) Trucking, Local 484230 Specialized Freight (except Used Goods) Trucking, Long-Distance 485 Transit and Ground Passenger Transportation
485111 Mixed Mode Transit Systems
485112 Commuter Rail Systems
485113 Bus and Other Motor Vehicle Transit Systems
485119 Other Urban Transit Systems
485210 Interurban and Rural Bus Transportation
485310 Taxi and Ridesharing Services
485320 Limousine Service
485410 School and Employee Bus Transportation
485510 Charter Bus Industry
485991 Special Needs Transportation
485999 All Other Transit and Ground Passenger Transportation 486 Pipeline Transportation
486110 Pipeline Transportation of Crude Oil
486210 Pipeline Transportation of Natural Gas
486910 Pipeline Transportation of Refined Petroleum Products 486990 All Other Pipeline Transportation
487 Scenic and Sightseeing Transportation
487110 Scenic and Sightseeing Transportation, Land
487210 Scenic and Sightseeing Transportation, Water
487990 Scenic and Sightseeing Transportation, Other
488 Support Activities for Transportation
488111 Air Traffic Control
488119 Other Airport Operations
488190 Other Support Activities for Air Transportation
488210 Support Activities for Rail Transportation
488310 Port and Harbor Operations
488320 Marine Cargo Handling
488330 Navigational Services to Shipping
488390 Other Support Activities for Water Transportation 488410 Motor Vehicle Towing
488490 Other Support Activities for Road Transportation 488510 Freight Transportation Arrangement
488991 Packing and Crating
488999 All Other Support Activities for Transportation
491 Postal Service
491110 Postal Service
492 Couriers and Messengers
492110 Couriers and Express Delivery Services
492210 Local Messengers and Local Delivery
493 Warehousing and Storage
493110 General Warehousing and Storage
493120 Refrigerated Warehousing and Storage
493130 Farm Product Warehousing and Storage
493190 Other Warehousing and Storage
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Retail
Retail Trade
44-45 Retail Trade
441 Motor Vehicle and Parts Dealers
441110 New Car Dealers
441120 Used Car Dealers
441210 Recreational Vehicle Dealers
441222 Boat Dealers
441227 Motorcycle, ATV, and All Other Motor Vehicle Dealers 441330 Automotive Parts and Accessories Retailers
441340 Tire Dealers
444 Building Material and Garden Equipment and Supplies Dealers 444110 Home Centers
444120 Paint and Wallpaper Retailers
444140 Hardware Retailers
444180 Other Building Material Dealers
444230 Outdoor Power Equipment Retailers
444240 Nursery, Garden Center, and Farm Supply Retailers 445 Food and Beverage Retailers
445110 Supermarkets and Other Grocery Retailers (except Convenience Retailers) 445131 Convenience Retailers
445132 Vending Machine Operators
445230 Fruit and Vegetable Retailers
445240 Meat Retailers
445250 Fish and Seafood Retailers
445291 Baked Goods Retailers
445292 Confectionery and Nut Retailers
445298 All Other Specialty Food Retailers
445320 Beer, Wine, and Liquor Retailers
449 Furniture, Home Furnishings, Electronics, and Appliance Retailers 449110 Furniture Retailers
449121 Floor Covering Retailers
449122 Window Treatment Retailers
449129 All Other Home Furnishings Retailers
449210 Electronics and Appliance Retailers
455 General Merchandise Retailers
455110 Department Stores
455211 Warehouse Clubs and Supercenters
455219 All Other General Merchandise Retailers
456 Health and Personal Care Retailers
456110 Pharmacies and Drug Retailers
456120 Cosmetics, Beauty Supplies, and Perfume Retailers 456130 Optical Goods Retailers
456191 Food (Health) Supplement Retailers
456199 All Other Health and Personal Care Retailers
457 Gasoline Stations and Fuel Dealers
457110 Gasoline Stations with Convenience Stores
457120 Other Gasoline Stations
457210 Fuel Dealers
458 Clothing, Clothing Accessories, Shoe, and Jewelry Retailers 458110 Clothing and Clothing Accessories Retailers
458210 Shoe Retailers
458310 Jewelry Retailers
458320 Luggage and Leather Goods Retailers
459 Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers 459110 Sporting Goods Retailers
459120 Hobby, Toy, and Game Retailers
459130 Sewing, Needlework, and Piece Goods Retailers
459140 Musical Instrument and Supplies Retailers
459210 Book Retailers and News Dealers
459310 Florists
459410 Office Supplies and Stationery Retailers
459420 Gift, Novelty, and Souvenir Retailers
459510 Used Merchandise Retailers
459910 Pet and Pet Supplies Retailers
459920 Art Dealers
459930 Manufactured (Mobile) Home Dealers
459991 Tobacco, Electronic Cigarette, and Other Smoking Supplies Retailers 459999 All Other Miscellaneous Retailers
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Service
Information
51 Information
512 Motion Picture and Sound Recording Industries
512110 Motion Picture and Video Production
512120 Motion Picture and Video Distribution
512131 Motion Picture Theaters (except Drive-Ins)
512132 Drive-In Motion Picture Theaters
512191 Teleproduction and Other Postproduction Services 512199 Other Motion Picture and Video Industries
512230 Music Publishers
512240 Sound Recording Studios
512250 Record Production and Distribution
512290 Other Sound Recording Industries
513 Publishing Industries
513110 Newspaper Publishers
513120 Periodical Publishers
513130 Book Publishers
513140 Directory and Mailing List Publishers
513191 Greeting Card Publishers
513199 All Other Publishers
513210 Software Publishers
516 Broadcasting and Content Providers
516110 Radio Broadcasting Stations
516120 Television Broadcasting Stations
516210 Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers 517 Telecommunications
517111 Wired Telecommunications Carriers
517112 Wireless Telecommunications Carriers (except Satellite) 517121 Telecommunications Resellers
517122 Agents for Wireless Telecommunications Services
517410 Satellite Telecommunications
517810 All Other Telecommunications
518 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 518210 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 519 Web Search Portals, Libraries, Archives, and Other Information Services 519210 Libraries and Archives
519290 Web Search Portals and All Other Information Services Financial Activities
52 Finance and Insurance
521 Monetary Authorities-Central Bank
521110 Monetary Authorities-Central Bank
522 Credit Intermediation and Related Activities
522110 Commercial Banking
522130 Credit Unions
522180 Savings Institutions and Other Depository Credit Intermediation 522210 Credit Card Issuing
522220 Sales Financing
522291 Consumer Lending
522292 Real Estate Credit
522299 International, Secondary Market, and All Other Nondepository Credit Intermediation 522310 Mortgage and Nonmortgage Loan Brokers
522320 Financial Transactions Processing, Reserve, and Clearinghouse Activities 522390 Other Activities Related to Credit Intermediation 523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities 523150 Investment Banking and Securities Intermediation 523160 Commodity Contracts Intermediation
523210 Securities and Commodity Exchanges
523910 Miscellaneous Intermediation
523940 Portfolio Management and Investment Advice
523991 Trust, Fiduciary, and Custody Activities
523999 Miscellaneous Financial Investment Activities
524 Insurance Carriers and Related Activities
524113 Direct Life Insurance Carriers
524114 Direct Health and Medical Insurance Carriers
524126 Direct Property and Casualty Insurance Carriers
524127 Direct Title Insurance Carriers
524128 Other Direct Insurance (except Life, Health, and Medical) Carriers 524130 Reinsurance Carriers
524210 Insurance Agencies and Brokerages
524291 Claims Adjusting
524292 Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds 524298 All Other Insurance Related Activities
525 Funds, Trusts, and Other Financial Vehicles
525110 Pension Funds
525120 Health and Welfare Funds
525190 Other Insurance Funds
525910 Open-End Investment Funds
525920 Trusts, Estates, and Agency Accounts
525990 Other Financial Vehicles
53 Real Estate and Rental and Leasing
531 Real Estate
531110 Lessors of Residential Buildings and Dwellings
531120 Lessors of Nonresidential Buildings (except Miniwarehouses) 531130 Lessors of Miniwarehouses and Self-Storage Units 531190 Lessors of Other Real Estate Property
531210 Offices of Real Estate Agents and Brokers
531311 Residential Property Managers
531312 Nonresidential Property Managers
531320 Offices of Real Estate Appraisers
531390 Other Activities Related to Real Estate
532 Rental and Leasing Services
532111 Passenger Car Rental
532112 Passenger Car Leasing
532120 Truck, Utility Trailer, and RV (Recreational Vehicle) Rental and Leasing 532210 Consumer Electronics and Appliances Rental
532281 Formal Wear and Costume Rental
532282 Video Tape and Disc Rental
532283 Home Health Equipment Rental
532284 Recreational Goods Rental
532289 All Other Consumer Goods Rental
532310 General Rental Centers
532411 Commercial Air, Rail, and Water Transportation Equipment Rental and Leasing 532412 Construction, Mining, and Forestry Machinery and Equipment Rental and Leasing 532420 Office Machinery and Equipment Rental and Leasing 532490 Other Commercial and Industrial Machinery and Equipment Rental and Leasing 533 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) 533110 Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Professional and Business Services
54 Professional, Scientific, and Technical Services
541 Professional, Scientific, and Technical Services
541110 Offices of Lawyers
541120 Offices of Notaries
541191 Title Abstract and Settlement Offices
541199 All Other Legal Services
541211 Offices of Certified Public Accountants
541213 Tax Preparation Services
541214 Payroll Services
541219 Other Accounting Services
541310 Architectural Services
541320 Landscape Architectural Services
541330 Engineering Services
541340 Drafting Services
541350 Building Inspection Services
541360 Geophysical Surveying and Mapping Services
541370 Surveying and Mapping (except Geophysical) Services 541380 Testing Laboratories and Services
541410 Interior Design Services
541420 Industrial Design Services
541430 Graphic Design Services
541490 Other Specialized Design Services
541511 Custom Computer Programming Services
541512 Computer Systems Design Services
541513 Computer Facilities Management Services
541519 Other Computer Related Services
541611 Administrative Management and General Management Consulting Services 541612 Human Resources Consulting Services
541613 Marketing Consulting Services
541614 Process, Physical Distribution, and Logistics Consulting Services 541618 Other Management Consulting Services
541620 Environmental Consulting Services
541690 Other Scientific and Technical Consulting Services 541713 Research and Development in Nanotechnology
541714 Research and Development in Biotechnology (except Nanobiotechnology) 541715 Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology) 541720 Research and Development in the Social Sciences and Humanities 541810 Advertising Agencies
541820 Public Relations Agencies
541830 Media Buying Agencies
541840 Media Representatives
541850 Indoor and Outdoor Display Advertising
541860 Direct Mail Advertising
541870 Advertising Material Distribution Services
541890 Other Services Related to Advertising
541910 Marketing Research and Public Opinion Polling
541921 Photography Studios, Portrait
541922 Commercial Photography
541930 Translation and Interpretation Services
541940 Veterinary Services
541990 All Other Professional, Scientific, and Technical Services 55 Management of Companies and Enterprises
551 Management of Companies and Enterprises
551111 Offices of Bank Holding Companies
551112 Offices of Other Holding Companies
551114 Corporate, Subsidiary, and Regional Managing Offices 56 Administrative and Support and Waste Management and Remediation Services 561 Administrative and Support Services
561110 Office Administrative Services
561210 Facilities Support Services
561311 Employment Placement Agencies
561312 Executive Search Services
561320 Temporary Help Services
561330 Professional Employer Organizations
561410 Document Preparation Services
561421 Telephone Answering Services
561422 Telemarketing Bureaus and Other Contact Centers
561431 Private Mail Centers
561439 Other Business Service Centers (including Copy Shops) 561440 Collection Agencies
561450 Credit Bureaus
561491 Repossession Services
561492 Court Reporting and Stenotype Services
561499 All Other Business Support Services
561510 Travel Agencies
561520 Tour Operators
561591 Convention and Visitors Bureaus
561599 All Other Travel Arrangement and Reservation Services 561611 Investigation and Personal Background Check Services 561612 Security Guards and Patrol Services
561613 Armored Car Services
561621 Security Systems Services (except Locksmiths)
561622 Locksmiths
561710 Exterminating and Pest Control Services
561720 Janitorial Services
561730 Landscaping Services
561740 Carpet and Upholstery Cleaning Services
561790 Other Services to Buildings and Dwellings
561910 Packaging and Labeling Services
561920 Convention and Trade Show Organizers
561990 All Other Support Services
562 Waste Management and Remediation Services
562111 Solid Waste Collection
562112 Hazardous Waste Collection
562119 Other Waste Collection
562211 Hazardous Waste Treatment and Disposal
562212 Solid Waste Landfill
562213 Solid Waste Combustors and Incinerators
562219 Other Nonhazardous Waste Treatment and Disposal
562910 Remediation Services
562920 Materials Recovery Facilities
562991 Septic Tank and Related Services
562998 All Other Miscellaneous Waste Management Services TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Education and Health Services
61 Educational Services
611 Educational Services
611110 Elementary and Secondary Schools
611210 Junior Colleges
611310 Colleges, Universities, and Professional Schools 611410 Business and Secretarial Schools
611420 Computer Training
611430 Professional and Management Development Training 611511 Cosmetology and Barber Schools
611512 Flight Training
611513 Apprenticeship Training
611519 Other Technical and Trade Schools
611610 Fine Arts Schools
611620 Sports and Recreation Instruction
611630 Language Schools
611691 Exam Preparation and Tutoring
611692 Automobile Driving Schools
611699 All Other Miscellaneous Schools and Instruction
611710 Educational Support Services
62 Health Care and Social Assistance
621 Ambulatory Health Care Services
621111 Offices of Physicians (except Mental Health Specialists) 621112 Offices of Physicians, Mental Health Specialists 621210 Offices of Dentists
621310 Offices of Chiropractors
621320 Offices of Optometrists
621330 Offices of Mental Health Practitioners (except Physicians) 621340 Offices of Physical, Occupational and Speech Therapists, and Audiologists 621391 Offices of Podiatrists
621399 Offices of All Other Miscellaneous Health Practitioners 621410 Family Planning Centers
621420 Outpatient Mental Health and Substance Abuse Centers 621491 HMO Medical Centers
621492 Kidney Dialysis Centers
621493 Freestanding Ambulatory Surgical and Emergency Centers 621498 All Other Outpatient Care Centers
621511 Medical Laboratories
621512 Diagnostic Imaging Centers
621610 Home Health Care Services
621910 Ambulance Services
621991 Blood and Organ Banks
621999 All Other Miscellaneous Ambulatory Health Care Services 622 Hospitals
622110 General Medical and Surgical Hospitals
622210 Psychiatric and Substance Abuse Hospitals
622310 Specialty (except Psychiatric and Substance Abuse) Hospitals 623 Nursing and Residential Care Facilities
623110 Nursing Care Facilities (Skilled Nursing Facilities) 623210 Residential Intellectual and Developmental Disability Facilities 623220 Residential Mental Health and Substance Abuse Facilities 623311 Continuing Care Retirement Communities
623312 Assisted Living Facilities for the Elderly
623990 Other Residential Care Facilities
624 Social Assistance
624110 Child and Youth Services
624120 Services for the Elderly and Persons with Disabilities 624190 Other Individual and Family Services
624210 Community Food Services
624221 Temporary Shelters
624229 Other Community Housing Services
624230 Emergency and Other Relief Services
624310 Vocational Rehabilitation Services
624410 Child Care Services
Leisure and Hospitality
71 Arts, Entertainment, and Recreation
711 Performing Arts, Spectator Sports, and Related Industries 711110 Theater Companies and Dinner Theaters
711120 Dance Companies
711130 Musical Groups and Artists
711190 Other Performing Arts Companies
711211 Sports Teams and Clubs
711212 Racetracks
711219 Other Spectator Sports
711310 Promoters of Performing Arts, Sports, and Similar Events with Facilities 711320 Promoters of Performing Arts, Sports, and Similar Events without Facilities 711410 Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures 711510 Independent Artists, Writers, and Performers
712 Museums, Historical Sites, and Similar Institutions 712110 Museums
712120 Historical Sites
712130 Zoos and Botanical Gardens
712190 Nature Parks and Other Similar Institutions
713 Amusement, Gambling, and Recreation Industries
713110 Amusement and Theme Parks
713120 Amusement Arcades
713210 Casinos (except Casino Hotels)
713290 Other Gambling Industries
713910 Golf Courses and Country Clubs
713920 Skiing Facilities
713930 Marinas
713940 Fitness and Recreational Sports Centers
713950 Bowling Centers
713990 All Other Amusement and Recreation Industries
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
72 Accommodation and Food Services
721 Accommodation
721110 Hotels (except Casino Hotels) and Motels
721120 Casino Hotels
721191 Bed-and-Breakfast Inns
721199 All Other Traveler Accommodation
721211 RV (Recreational Vehicle) Parks and Campgrounds
721214 Recreational and Vacation Camps (except Campgrounds) 721310 Rooming and Boarding Houses, Dormitories, and Workers' Camps 722 Food Services and Drinking Places
722310 Food Service Contractors
722320 Caterers
722330 Mobile Food Services
722410 Drinking Places (Alcoholic Beverages)
722511 Full-Service Restaurants
722513 Limited-Service Restaurants
722514 Cafeterias, Grill Buffets, and Buffets
722515 Snack and Nonalcoholic Beverage Bars
Other Service
81 Other Services (except Public Administration)
811 Repair and Maintenance
811111 General Automotive Repair
811114 Specialized Automotive Repair
811121 Automotive Body, Paint, and Interior Repair and Maintenance 811122 Automotive Glass Replacement Shops
811191 Automotive Oil Change and Lubrication Shops
811192 Car Washes
811198 All Other Automotive Repair and Maintenance
811210 Electronic and Precision Equipment Repair and Maintenance 811310 Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance 811411 Home and Garden Equipment Repair and Maintenance 811412 Appliance Repair and Maintenance
811420 Reupholstery and Furniture Repair
811430 Footwear and Leather Goods Repair
811490 Other Personal and Household Goods Repair and Maintenance 812 Personal and Laundry Services
812111 Barber Shops
812112 Beauty Salons
812113 Nail Salons
812191 Diet and Weight Reducing Centers
812199 Other Personal Care Services
812210 Funeral Homes and Funeral Services
812220 Cemeteries and Crematories
812310 Coin-Operated Laundries and Drycleaners
812320 Drycleaning and Laundry Services (except Coin-Operated) 812331 Linen Supply
812332 Industrial Launderers
812910 Pet Care (except Veterinary) Services
812921 Photofinishing Laboratories (except One-Hour)
812922 One-Hour Photofinishing
812930 Parking Lots and Garages
812990 All Other Personal Services
813 Religious, Grantmaking, Civic, Professional, and Similar Organizations 813110 Religious Organizations
813211 Grantmaking Foundations
813212 Voluntary Health Organizations
813219 Other Grantmaking and Giving Services
813311 Human Rights Organizations
813312 Environment, Conservation and Wildlife Organizations 813319 Other Social Advocacy Organizations
813410 Civic and Social Organizations
813910 Business Associations
813920 Professional Organizations
813930 Labor Unions and Similar Labor Organizations
813940 Political Organizations
813990 Other Similar Organizations (except Business, Professional, Labor, and Political Organizations) 814 Private Households
814110 Private Households
TUMF Non-Residential Category Detailed NAICS Correspondence SCAG RTP/SCS NAICS Two Digit Code NAICS Three Digit Code NAICS Six Digit Code Employment Categories NAICS Code NAICS Title NAICS Code NAICS Title NAICS Code NAICS Title TUMF Category
Government/Public Sector
Government
92 Public Administration
921 Executive, Legislative, and Other General Government Support 921110 Executive Offices
921120 Legislative Bodies
921130 Public Finance Activities
921140 Executive and Legislative Offices, Combined
921150 American Indian and Alaska Native Tribal Governments 921190 Other General Government Support
922 Justice, Public Order, and Safety Activities
922110 Courts
922120 Police Protection
922130 Legal Counsel and Prosecution
922140 Correctional Institutions
922150 Parole Offices and Probation Offices
922160 Fire Protection
922190 Other Justice, Public Order, and Safety Activities 923 Administration of Human Resource Programs
923110 Administration of Education Programs
923120 Administration of Public Health Programs
923130 Administration of Human Resource Programs (except Education, Public Health, and Veterans' Affairs Programs) 923140 Administration of Veterans' Affairs
924 Administration of Environmental Quality Programs
924110 Administration of Air and Water Resource and Solid Waste Management Programs 924120 Administration of Conservation Programs
925 Administration of Housing Programs, Urban Planning, and Community Development 925110 Administration of Housing Programs
925120 Administration of Urban Planning and Community and Rural Development 926 Administration of Economic Programs
926110 Administration of General Economic Programs
926120 Regulation and Administration of Transportation Programs 926130 Regulation and Administration of Communications, Electric, Gas, and Other Utilities 926140 Regulation of Agricultural Marketing and Commodities 926150 Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors 927 Space Research and Technology
927110 Space Research and Technology
928 National Security and International Affairs
928110 National Security
928120 International Affairs
Source: SCAG 2020 RTP/SCS
California Employment Development Department (EDD)
US Census Bureau, North American Industry Classification System (NAICS), 2022