Agenda packet — Lake Elsinore City Council, June 11, 2024 (part 1 of 3)

City of Lake Elsinore
City Council Meeting
Agenda – Final

Steve Manos, Mayor
Brian Tisdale, Mayor Pro Tem
Timothy J. Sheridan, Council Member
Natasha Johnson, Council Member
Robert E. Magee, Council Member
Jason Simpson, City Manager
Meeting Date:

June 11, 2024

Closed Session: 6:00 PM
Public Session: 7:00 PM

Cultural Center
183 N. Main Street
Lake Elsinore, CA 92530

The City of Lake Elsinore appreciates your attendance. Citizens’ comments, input and interests provide the City Council with valuable information regarding issues of the community.

Meeting Information
Meetings are held on the 2 nd and 4 th Tuesday of every month, and the agenda is posted 72 hours prior to each meeting outside of City Hall. The agenda and related reports are also available on the City’s website at www.Lake-Elsinore.org. Meetings are conducted in person, televised live on Spectrum Cable Station Channel 29 and Frontier Cable Channel 31, and streamed online at http://www.lake-elsinore.org/city-government/city-council/webcast-videos. If you are attending the meeting in person, please park in the parking lot across the street from the Cultural Center to assist us in limiting the impact of meetings on the Downtown Business District. Thank you for your cooperation.

Public Comments – Addressing the City Council
Any person wishing to address the City Council on items not included on the Agenda may do so during Public Comments for 1 minute at the beginning of the meeting or during Public Comments for 3 minutes at the end of the meeting. We respectfully ask those interested in addressing the City Council to either submit a request to speak online at http://www.lake-elsinore.org/city- government/agendas-and-minutes or complete and present a “Request to Speak” form to the City Clerk at the meeting. This Form is available on the table located inside the Council Chamber.

Members of the public may also provide comments on Agenda items by noting the item on the “Request to Speak” form and will be called to address the City Council when the item is considered by the City Council during the meeting.

Written Communications
If you would like to submit written public comments, you may do so prior to the meeting either by entering them online at the link above or emailing them to the City Clerk at calvarez@lake- elsinore.org. Any written communications or additional documents distributed to the City Council within 72 hours of the meeting will also be made available to the public in accordance with Government Code Section 54957.5.

Accessibility Accommodations
In compliance with the Americans with Disabilities Act, any person with a disability who requires a modification or accommodation in order to participate in a meeting should contact the City Clerk’s Department at (951) 6743124 Ext. 269, at least 48 hours before the meeting to make reasonable arrangements to ensure accessibility

City Council Agenda - Final June 11, 2024

City of Lake Elsinore Page 2

Dream Extreme 2040 is the City’s FIRST long-term strategic plan to assist the City in its pursuit of achieving its vision. The plan is a living document that will be updated regularly and serve as the framework to guide all decision-making over the next 20 years by identifying key Anchors, Aspirations, and Strategies.

Our Vision is the City of Lake Elsinore will be the ultimate destination where all can live, work, play, build futures, and fulfill dreams.

The Anchors are the City of Lake Elsinore’s unique community assets and opportunities: The Lake, Downtown, and Action and Adventure.

• The Lake: Lake Elsinore is a vital community asset. Protecting, enhancing, and celebrating the Lake is critical to Lake Elsinore’s City and community health.

• Downtown: Enhancing and creating the highest quality downtown experience will serve to create a strong sense of place that will shape the City’s identity as a place where residents and visitors can live, work, and play.

• Action and Adventure: Lake Elsinore’s programs, facilities, and natural environment will define the City as a destination for action and adventure for both visitors and residents.

Our Aspirations are broad, long-term goals that encapsulate what we hope to achieve in Lake Elsinore’s future. The City has identified 4 key aspirations to work towards.

Items on the agenda that align with Aspirations from the Dream Extreme 2040 Plan are noted by the Aspiration’s icon to highlight City Council actions that help the City pursue its goals.

To read the plan and learn more about its implementation in the City, visit www.Lake-Elsinore.org/DreamExtreme2040.

City Council Agenda - Final June 11, 2024

City of Lake Elsinore Page 3

CALL TO ORDER

The regular meeting of the City Council will be called to order.

ROLL CALL

PUBLIC COMMENTS ON CLOSED SESSION ITEMS

CLOSED SESSION – 6:00 P.M.

A. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 377-291-012
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Bedia J. Erdle/Peter L. Funsten Under negotiation: Price and terms of payment

B. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 374-072-016, -015, -014, -12
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Del Nuevo Nacimiento Familia Under negotiation: Price and terms of payment

C. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 374-072-013
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Rodriguez Ignacio Munguia Delgado Blanca
Under negotiation: Price and terms of payment

RECESS

The City Council will recess to Closed Session.

RECONVENE/CALL TO ORDER - 7:00 P.M.

The Regular Meeting of the City Council will reconvene and the Regular Meeting of the Successor Agency will be called to order.

PLEDGE OF ALLEGIANCE

ROLL CALL

CLOSED SESSION REPORT

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 1 MINUTE

(Please read & complete a Request to Address the City Council/Successor Agency form prior to the start of the meeting and turn it in to the City Clerk/Clerk. The Mayor/Chair or City Clerk/Clerk will call on you to speak.)

City Council Agenda - Final June 11, 2024

City of Lake Elsinore Page 4

CITY COUNCIL CONSENT CALENDAR

1) Minutes of the Regular City Council Meetings of May 14, 2024 and May 28, 2024

Approve the Minutes.

2) CC Warrant Report Dated May 13, 2024 to May 23, 2024

Receive and file.

3) Annual Adoption of Investment Policy

Approve the 2024 Investment Policy.

4) Amendment No. 1 to On-Call Services Agreement with AK Security Alarm LLC for Minor Construction and Repair Services

Approve and authorize the City Manager to execute Amendment No. 1 to the Agreement for On-Call Services with AK Security Alarm LLC for minor construction and repair services in an amount not to exceed $450,000.00 per fiscal year and extending the term in such final form as approved by the City Attorney.

5) Agreement with Willdan Financial Services for an Updated Cost Allocation Plan and User Fee Study.

Approve and authorize the City Manager to execute a Professional Services Agreement with Willdan Financial Services for a Cost Allocation Plan (CAP) and User Fee Study in an amount not to exceed $29,875 plus ten percent contingency of $2,988 as approved by the City Attorney.

6) Agreement with Cotter Construction for the Construction of Four Pickleball Courts at Serenity Park and Three Pickleball Courts at Alberhill Park

Approve and authorize the City Manager to execute a Public Works Construction Agreement with Cotter Construction in an amount not to exceed $262,500.00 for the construction of four courts at Serenity Park and three courts at Alberhill Park (Project Code Z40023) in such final form as approved by the City Attorney, authorize the City Manager to execute change orders not to exceed the 10% contingency amount of $26,250.00, and authorize the City Clerk to record the notice of completion once it is determined the work is completed.

7) 2024 City of Lake Elsinore Legislative Platform

Review and approve the updated Legislative Platform; and reaffirm the Legislative Policy 400-14.

City Council Agenda - Final June 11, 2024

City of Lake Elsinore Page 5

8) Adopt Local Hazard Mitigation Plan (LHMP)

Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, ADOPTING THE LAKE ELSINORE LOCAL HAZARD

MITIGATION PLAN ANNEX FROM THE RIVERSIDE COUNTY OPERATIONAL

AREA MULTI-JURISDICTIONAL LOCAL HAZARD MITIGATION PLAN AS

REQUIRED BY THE FEDERAL DISASTER MITIGATION AND COST REDUCTION ACT OF 2000.

9) Downtown Projects Comprehensive Outreach Plan Professional Services Agreement with Arellano Associates

Approve and authorize the City Manager to execute the Professional Services Agreement with Arellano Associates for a 2 year term in an amount not to exceed $65,990.10 per year, or $131,980.13 for the duration of the agreement and in such final form as approved by the City Attorney.

10) 2024 Annual Consumer Price Index Increase for Refuse Collection Services Provided by CR&R

Receive and file the 2024 Annual Consumer Price Index Increase for Refuse Collection Services provided by CR&R since the rate increases fall within the allowable amount per the Franchise Agreement.

11) Agreement with Lancet Contracting, Inc. for Minor On-call Construction and Repair Services

Approve and authorize the City Manager to execute an agreement/contract with Lancet Contracting, Inc. in an amount not to exceed $200,000 for On-Call construction and repair services in such final form as approved by the City Attorney.

12) Notice of Completion on Asphalt Repairs, Slurry Seal, and Striping for 11 Park Parking Lots (CIP Project #Z40023)

Accept the improvements and authorize the City Clerk to file the Notice of Completion with the County Recorder for the Asphalt Repairs, Slurry Seal, and Striping for 11 Park Parking Lots (CIP Project #Z40023) completed by NPG, Inc.

13) Amendment No. 1 with Top Service Plumbing, Co. for Sewer Lift Station Pump Replacement at Summerly Park

Approve and authorize the City Manager to execute Amendment No. 1 with Top Service Plumbing for Sewer Lift Station Pump Replacement at Summerly Park to increase compensation by an additional $32,780.97 for a total not to exceed $52,780.97 per Fiscal Year in such final form as approved by the City Attorney.

14) 4th of July Road Closures

Approve temporary street closures and traffic mitigation for July 4th activities in Downtown and at the Lake Elsinore Diamond Stadium July 4 - 6, 2024.

City Council Agenda - Final June 11, 2024

City of Lake Elsinore Page 6

SUCCESSOR AGENCY CONSENT CALENDAR

15) Minutes of the Regular Successor Agency Meetings of May 14, 2024 and May 28, 2024

Approve the Minutes.

16) SA Warrant Report Dated May 13, 2024 to May 23, 2024

Receive and file.

17) Purchase Order for Monument Signs and Concrete Baseball Bollards with Quick Crete Products at Lake Elsinore Diamond Stadium

Approve and authorize the Executive Director to execute a Purchase Order with Quick Crete Products in an amount not to exceed $175,622.07 (including tax) for 2 Monument Signs and 12 Concrete Baseball Bollards at Lake Elsinore Diamond Stadium in such final form as approved by the Agency Attorney and authorize the Executive Director to execute change orders not to exceed a 10% contingency amount of $17,562.00 for unanticipated costs.

18) Agreement with RP Landscape & Irrigation, Inc., and the Successor Agency of the Redevelopment Agency of the Agency of Lake Elsinore for Maintenance Services at Lake Elsinore Diamond Stadium

Approve and authorize the Executive Director to execute an Agreement with RP Landscape & Irrigation, Inc. in an amount not to exceed $148,822.16 for Maintenance Services at Lake Elsinore Diamond Stadium in such final form as approved by the Agency Attorney and authorize the Executive Director to execute change orders not to exceed a 10% contingency amount of $14,882.00 for uncertainties and adjustments.

BUSINESS ITEM

19) Adoption of the FY 2024-25 Annual Operating Budget, Schedule of Authorized Positions, and the Gann Limit

1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ADOPTING THE FY 2024-25 ANNUAL OPERATING

BUDGET AND ESTABLISHING THE CONTROLS ON CHANGES IN THE
APPROPRIATIONS;

2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING THE 2024-2025 SCHEDULE OF AUTHORIZED POSITIONS; and

3. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS GANN LIMIT FOR FY 2024-25 AND SELECTING THE POPULATION AND INFLATION FACTOR ACCORDINGLY.

City Council Agenda - Final June 11, 2024

City of Lake Elsinore Page 7

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 3 MINUTES

CITY MANAGER COMMENTS

CITY ATTORNEY COMMENTS

CITY COUNCIL COMMENTS/REPORTS ON MEETINGS ATTENDED

ADJOURNMENT

The Lake Elsinore City Council will adjourn to the next Regular meeting of Tuesday, June 25, 2024 in the Cultural Center located at 183 N. Main Street. Closed Session will commence at 5:00 p.m. or such later time as noticed on the Agenda, and the regular Open Session business meeting will commence at 7:00 p.m.

AFFIDAVIT OF POSTING

I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, do hereby affirm that a copy of the forgoing agenda was posted at City Hall at 5:00 p.m. on Thursday, June 6, 2024.

_________________________
Candice Alvarez, MMC
City Clerk

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Barbara Leibold, City Attorney
Date:June 11, 2024
Subject: CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 377-291-012
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Bedia J. Erdle/Peter L.

Funsten
Under negotiation: Price and terms of payment

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Barbara Leibold, City Attorney
Date:June 11, 2024
Subject: CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 374-072-016, -015, -014, -12
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Del Nuevo Nacimiento Familia
Under negotiation: Price and terms of payment

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Barbara Leibold, City Attorney
Date:June 11, 2024
Subject: CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 374-072-013
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Rodriguez Ignacio Munguia Delgado Blanca
Under negotiation: Price and terms of payment

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Candice Alvarez, MMC, City Clerk
Date:June 11, 2024
Subject:Minutes of the Regular City Council Meetings of May 14, 2024 and May 28, 2024
Recommendation
Approve the Minutes.

Attachments
Attachment 1 - 05-14-2024 Draft Minutes
Attachment 2 - 05-28-2024 Draft Minutes
City Clerk’s Office

City of Lake Elsinore
City Council Meeting
Minutes – Draft

Steve Manos, Mayor
Brian Tisdale, Mayor Pro Tem
Timothy J. Sheridan, Council Member
Natasha Johnson, Council Member
Robert E. Magee, Council Member
Jason Simpson, City Manager
Meeting Date:

May 14, 2024

Closed Session: 6:00 PM
Public Session: 7:00 PM

Cultural Center
183 N. Main Street
Lake Elsinore, CA 92530

CALL TO ORDER

The Regular Meeting of the City Council was called to order at 6:00 p.m.

ROLL CALL

Present: 5 - Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos

Absent: 0 - None

PUBLIC COMMENTS FOR CLOSED SESSION ITEMS

There were no speakers.

CLOSED SESSION - 6:00 P.M.

A. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 370-120-001
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and NP Lake Elsinore Commerce, LLC Under negotiation: Price and terms of payment

B. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 370-120-063
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and The Paul Pribble and Patricia Lenore Pribble Family Trust
Under negotiation: Price and terms of payment

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 2

C. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APNs: 371-100-015
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Liberty Founders Under negotiation: Price and terms of payment

D. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APNs: 371-100-004
Agency negotiator: City Manager Simpson
Negotiating parties: City of Lake Elsinore and Western Riverside County Regional Conservation Authority
Under negotiation: Price and terms of payment

RECONVENE/CALL TO ORDER

The Regular Meeting of the City Council reconvened and the Regular Meeting of the Successor Agency was called to order at 7:00 p.m.

PLEDGE OF ALLEGIANCE

Mayor Manos led the Pledge of Allegiance.

ROLL CALL

Present: 5 - Council/Agency Members Sheridan, Johnson, and Magee; Mayor Pro Tem/Vice Chair Tisdale; and Mayor/Chair Manos

Absent: 0 - None

CLOSED SESSION REPORT

City Attorney Leibold reported that all four items were discussed; however, no reportable action was taken.

PRESENTATIONS/CEREMONIALS

1) Northwest Mosquito and Vector Control District Annual Update - Lake Elsinore

Eric Ballejos, Public Information & Technology Officer for the Northwest Mosquito & Vector Control District presented the update.

2) Public Works Week

Present a Proclamation proclaiming the week of May 19-25, 2024, as “National Public Works Week” in the City of Lake Elsinore.

Mayor Manos presented the Proclamation to Public Works Manager Rick DeSantiago.

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 3

3) Moleaer Nanobubble Project Update

Community Support Manager Adam Gufarotti presented the update.

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 1 MINUTE

There were no speakers.

CITY COUNCIL CONSENT CALENDAR

A motion was made by Council Member Johnson, seconded by Council Member Sheridan to approve the City Council Consent Calendar. The motion carried by the following vote:

Aye: 5 Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

4) Minutes of the Regular City Council Meeting of April 23, 2024

Approve the Minutes.

This item was approved on the City Council Consent Calendar.

5) CC Warrant Report Dated March 16, 2024 to April 12, 2024

Receive and file.

This item was approved on the City Council Consent Calendar.

6) Second Reading of an Ordinance Adding Chapter 9.60 to Title 9 of the Lake Elsinore Municipal Code (LEMC) Regarding Unlawful Possession of a Catalytic Converter

Adopt by title only and waive further reading of AN ORDINANCE OF THE CITY

COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ADDING CHAPTER

9.60 TO TITLE 9 OF THE LAKE ELSINORE MUNICIPAL CODE (LEMC) REGARDING UNLAWFUL POSSESSION OF A CATALYTIC CONVERTER.

This item was approved on the City Council Consent Calendar.

7) Appointment to the Measure Z Citizens Committee

Appoint Lisa Orr (District 2) to serve on the Lake Elsinore Measure Z Citizens Committee for a term expiring December 31, 2025.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 4

8) Citywide Landscaping and Street Lighting District and the Landscaping and Street Lighting District No. 1 for Fiscal Year 2024-25 Ordering the Preparation and Approval of Engineers’ Reports and Resolutions of Intention

1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, ORDERING THE PREPARATION OF AN
ENGINEER’S REPORT FOR THE CITYWIDE LANDSCAPING AND STREET LIGHTING DISTRICT (CITYWIDE LLMD) and,

2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING THE ENGINEER’S REPORT FOR THE CITYWIDE LLMD and,

3. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, DECLARING COUNCIL’S INTENTION TO PROVIDE

AN ANNUAL LEVY AND COLLECTION OF ASSESSMENTS IN THE CITYWIDE LLMD AND SETTING A PUBLIC HEARING FOR JUNE 25, 2024; and

4. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, ORDERING THE PREPARATION OF AN
ENGINEER’S REPORT FOR THE LANDSCAPING & STREET LIGHTING MAINTENANCE DISTRICT NO. 1 (LLMD NO.1); and

5. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING THE ENGINEER’S REPORT FOR THE LLMD NO.1 and,

6. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, DECLARING COUNCIL’S INTENTION TO PROVIDE

FOR AN ANNUAL LEVY AND COLLECTION OF ASSESSMENTS IN THE LLMD NO. 1 AND SETTING A PUBLIC HEARING FOR JUNE 25, 2024.

This item was approved on the City Council Consent Calendar.

9) Professional Services Agreement with Spicer Consulting Group, LLC (SCG) for Special Tax Administration Services

Approve and authorize the City Manager to execute the Professional Services Agreement with Spicer Consulting Group, LLC (SCG) for Special Tax Administration Services in an amount not to exceed $656,194.30 annually in such final form as approved by the City Attorney.

This item was approved on the City Council Consent Calendar.

10) Amendment No. 1 to the Professional Services Agreement with Creative Industries Media Group for Video Production Services

Approve and authorize the City Manager to execute Amendment No. 1 to the Professional Services Agreement with Creative Industries Media Group for an additional $12,000 in final form as approved by the City Attorney.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 5

11) Authorize the City Manager to Purchase the Main Electrical Switch Gear Panel with Subpanels for Consolidated Electrical Distributors (CED) for the City Hall Project (CIP Project #Z20006)

Approve and authorize the City Manager to execute a purchase order with Consolidated Electrical Distributors (CED) in an amount not to exceed $124,441.76 for the main electrical switch gear panel with sub-panels for the City Hall Project (CIP Project #Z20006).

This item was approved on the City Council Consent Calendar.

12) Notice of Decision – Planning Commission Approval of Planning Application No. 2020-92 (Riverside & Lincoln Commercial) Proposing to Establish a New Commercial Center with Six (6) Buildings (approximately 51,101 Sq. Ft. in Total) on an approximately 6.36-acre Site Located at the Southwest Corner of Lincoln Street and Riverside Drive

Receive and File the Notice of Decision for Planning Application No. PA 2020-92, approved by the Planning Commission on April 16, 2024.

This item was approved on the City Council Consent Calendar.

13) Landscape Maintenance Agreement with the State of California - Kassab Travel Center

1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, AUTHORIZING THE EXECUTION OF A LANDSCAPE

MAINTENANCE AGREEMENT BY AND BETWEEN THE STATE OF

CALIFORNIA AND CITY OF LAKE ELSINORE FOR LANDSCAPE
IMPROVEMENTS INSTALLED ON STATE ROUTE 74 AT WEST CORNER ON COLLIER AVENUE; and

2. Approve and authorize the Mayor and City Manager to execute the Landscape Maintenance Agreement between the City and the California Department of Transportation.

This item was approved on the City Council Consent Calendar.

14) Tract No. 28214, Revision to Conditions of Approval No. 64, 65 and 66 Relating to Improvements at Lake Street and Nichols Road Intersection, and Nichols Rd Improvements

Approve revisions to Conditions of Approval No. 64, 65 and 66 to state as follows:

64. Lake Street and Nichols Road ultimate intersection improvements shall be by December 31, 2024.

65. Nichols Road ultimate half-width improvements between Lake Street and Alberhill Ranch Road shall be completed by December 31, 2024.

66. Nichols Road ultimate half-width improvements between Alberhill Ranch Road and Terra Cotta Road shall be completed by December 31, 2024.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 6

15) SB 1 Broadway Street Tract Pavement Resurfacing Project FY 24/25

Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2024-2025 FUNDED BY SB: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017.

This item was approved on the City Council Consent Calendar.

16) Award of a Public Works Construction Agreement to Aneen Construction, Inc. for the Avenues Master Plan Storm Drain Improvement Project Z10032

1. Approve and authorize the City Manager to execute the Agreement with Aneen Construction Inc. for the Avenues Master Plan Storm Drain Improvement Project in an amount not to exceed $2,257,882.50 as approved by the City Attorney and execute change orders not to exceed a 10% contingency amount of $225,788.00; and

2. Authorize the City Clerk to record the Notice of Completion once it is determined the work is complete and the improvements are accepted into the City maintained drainage network.

This item was approved on the City Council Consent Calendar.

17) Professional Engineering Services to Provide Final Plans, Specifications, and Estimate for the I-15 SR-74 (Central Ave) Interchange Improvement Project

Approve and authorize the City Manager to execute a Professional Services Agreement with HDR Engineering, Inc. (HDR) in an amount not to exceed $6,579,558.58 for Professional Engineering Services in such final form as approved by the City Attorney and authorize the City Manager, or designee, to execute change orders not exceeding a 10% contingency of $657,955.86.

This item was approved on the City Council Consent Calendar.

18) Amendment No. 2 to the Agreement for Professional Services with STC Traffic, Inc. for Traffic Signal Coordination Timing Plans for I-15/Main Street Interchange

Approve and authorize the City Manager to execute Amendment No. 2 to the Professional Services Agreement with STC Traffic, Inc. for $24,120 for additional required effort to develop and implement traffic signal coordination timing plans associated with the Main Street Interchange Project in such final form as approved by the City Attorney, plus an additional 10% contingency for unforeseen expenditures.

This item was approved on the City Council Consent Calendar.

19) Amendment No. 4 to the Agreement for Contractor Services with RP Landscape & Irrigation, Inc. for Maintenance Services at Alberhill Community Park

Approve and authorize the City Manager to execute Amendment No. 4 to the Agreement with RP Landscape & Irrigation, Inc. for Maintenance Services at Alberhill Community Park and to increase compensation by an additional $43,895.13 for a total not to exceed $1,153,357.27 per Fiscal Year in such final form as approved by the City Attorney.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 7

20) Award a Public Works Agreement to Lancet Contracting, Inc. for the Installation of Lake Levee Solar Lights (CIP Project #Z40041)

Approve and authorize the City Manager to execute a Public Works Agreement with Lancet Contracting Inc. in an amount not to exceed $94,621.00 for the Installation of Lake Levee Solar Lights (CIP Project #Z40041) in such final form as approved by the City Attorney and authorize the City Manager to execute change orders not to exceed a 10% contingency amount of $9,462.00 for uncertainties and adjustments.

This item was approved on the City Council Consent Calendar.

21) Rental Agreement with Rain For Rent for Summerly 70-Acre Flood Storage Site Dewatering

Approve and authorize the City Manager to execute a Rental Agreement with Rain For Rent for the Summerly 70-acre Flood Storage Site Dewatering in an amount not to exceed $120,000.00 in such final form as approved by the City Attorney and authorize the City Manager to execute change orders not to exceed a 10% contingency of $12,000.00 for unanticipated costs.

This item was approved on the City Council Consent Calendar.

22) Purchase Order for the Purchase of Buoys

Approve and authorize the City Manager to execute a purchase order with Walsh Marine Buoys for the purchase of 199 Buoys in an amount not to exceed $93,591.33 (including tax) in such final form as approved by the City Attorney and authorize the City Manager to execute change orders not to exceed a 10% contingency of $9,359.00 for unanticipated costs.

This item was approved on the City Council Consent Calendar.

SUCCESSOR AGENCY CONSENT CALENDAR

A motion was made by Agency Member Johnson, seconded by Agency Member Magee to approve the Successor Agency Consent Calendar. The motion carried by the following vote:

Aye: 5 Agency Members Sheridan, Johnson, and Magee; Vice Chair Tisdale; and Chair Manos
Nay: 0 None

23) Minutes of the Regular Successor Agency Meeting of April 23, 2024

Approve the Minutes.

This item was approved on the Successor Agency Consent Calendar.

24) SA Warrant Report Dated March 16, 2024 to April 14, 2024

Receive and file.

This item was approved on the Successor Agency Consent Calendar.

City Council Minutes - Draft May 14, 2024

City of Lake Elsinore Page 8

PUBLIC HEARING

25) Two Development Agreements Pertaining to the approximately 368-acre Subdivision within Tentative Tract Map No. 31370 located within the Tuscany Hills Specific Plan

1. Find that pursuant to the California Environmental Quality Act (CEQA) Guidelines Section 15162, the development agreements would not have a significant effect on the environment and no new environmental documentation is necessary because all potentially significant effects have been adequately analyzed in a previously adopted Subsequent Environmental Impact Report (SCH# 2004071082); and

2. Introduce by title only and waive further reading of AN ORDINANCE OF THE CITY

COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING DEVELOPMENT AGREEMENT NOS. 2024-01 (T.T. GROUP INC.) AND 2024-02 (CANADIAN PACIFIC LAND, LLC AND STRACK FARMS LAND, LLC) FOR THE APPROXIMATELY 368-ACRE SUBDIVISION PREVIOUSLY APPROVED UNDER TENTATIVE TRACT MAP NO. 31370 LOCATED WITHIN THE TUSCANY HILLS SPECIFIC PLAN.

The Public Hearing was opened at 7:51 p.m.

Community Development Director Abraham presented the staff report.

There were no speakers.

The Public Hearing was closed at 7:55 p.m.

A motion was made by Council Member Johnson, seconded by Council Member Sheridan to make the findings in Recommendation No. 1 and introduce the Ordinance in Recommendation No. 2. The motion carried by the following vote:

Aye: 5 Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - THREE MINUTES

There were no speakers.

CITY ATTORNEY COMMENTS

City Attorney Leibold had no comments.

CITY MANAGER’S COMMENTS

City Manager Simpson had no comments.

City Council Minutes - Draft May 14, 2024
City of Lake Elsinore Page 9

CITY COUNCIL COMMENTS/REPORTS ON MEETINGS ATTENDED
Council Member Magee requested that staff prepare a car wash saturation study; reported on his attendance at the Riverside County Transportation Commission’s first budget hearing on May 8, 2024; challenged anglers participating in the Dream Extreme Fishing Derby to catch the first catfish and win $100 and invited the community to participate in the event; and announced the Just 4 Kids Fishing Derby on Saturday, June 1, 2024 from 7:30 to 10:30 a.m. at the Lake Elsinore Levee.

Council Member Johnson reported on her attendance at the Western Riverside County Regional Conservation Authority meeting on May 6, 2024 and the Animal Friends of the Valleys meeting on May 2, 2024; provided updates from the Homeless Task Force; shared her participation in the Cops for Kids Golf Tournament; spoke her opportunity to speak at the Lake Elsinore Women’s Club; and congratulated her son, Austin, for graduating from San Diego State University.

Council Member Sheridan shared Riverside Transit Agency’s summer bus fare promotions; advised that Riverside Transit Agency is conducting walk-in interviews to hire drivers; shared photos of teams from the Elsinore Valley Champions Special Needs Baseball; and s hared photos from the Lambs Fellowship Car & Bike Show event.

Mayor Pro Tem Tisdale reported on his attendance at the Western Riverside Council of Governments Executive Committee meeting on May 6, 2024.

Mayor Manos reported on his attendance at the Southern California Association of Governments Regional Council and Transportation Committee meetings on April 4, 2024, Riverside County Habitat Conservation Agency Committee meeting on May 9, 2024, and Riverside County City Selection Committee meeting on April 10, 2024; shared updates on the algae and lake levels; shared his attendance at Murrieta’s State of the City event; spoke on Lake Elsinore Unified School District’s Special Olympics event; reported on the EDC Branding Initiative meeting he attended; congratulated Vintage Empire on its Grand Opening; and encouraged residents to participate in the Facebook Live with Mayor Steve Manos event on May 15, 2024 at 5:00 p.m.

ADJOURNMENT
The Lake Elsinore City Council adjourned at 8:30 p.m. to the next Regular meeting of Tuesday, May 28, 2024 in the Cultural Center located at 183 N. Main Street. Closed Session will commence at 5:00 p.m. or such later time as noticed on the Agenda, and the regular Open Session business meeting will commence at 7:00 p.m.

City of Lake Elsinore
City Council Meeting
Minutes – Draft

Steve Manos, Mayor
Brian Tisdale, Mayor Pro Tem
Timothy J. Sheridan, Council Member
Natasha Johnson, Council Member
Robert E. Magee, Council Member
Jason Simpson, City Manager
Meeting Date:

May 28, 2024

Closed Session: 5:00 PM
Public Session: 7:00 PM

Cultural Center
183 N. Main Street
Lake Elsinore, CA 92530

CALL TO ORDER

The Regular Meeting of the City Council was called to order at 5:01 p.m.

ROLL CALL

Present: 5 - Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos

Absent: 0 - None

PUBLIC COMMENTS FOR CLOSED SESSION ITEMS

There were no speakers.

CLOSED SESSION

A. CONFERENCE WITH LEGAL COUNSEL--ANTICIPATED LITIGATION Initiation of Litigation p ursuant to p aragraph (4) of subdivision (d) of Gov’t Code Section 54956.9: 2 potential cases

B. CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION
(Paragraph (1) of subdivision (d) of Gov’t Code Section 54956.9): City of Lake Elsinore v. Tolmasoff, et al., United States District Court Case No., 5:24-cv-00472

C. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(Gov’t Code Section 54956.8)
Property: APN 374-172-014
Agency Negotiator: City Manager Simpson
Negotiating Parties: City of Lake Elsinore and Yeo Bai-lee, Christy Jihee Ryoo Under Negotiation: Price and Terms of Payment

D. CONFERENCE WITH LEGAL COUNSEL--ANTICIPATED LITIGATION Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Gov’t Code Section 54956.9: 1 potential case

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 2

RECONVENE/CALL TO ORDER

The Regular Meeting of the City Council reconvened and the Regular Meeting of the Successor Agency was called to order at 7:00 p.m.

PLEDGE OF ALLEGIANCE

Mayor Manos led the Pledge of Allegiance.

ROLL CALL

Present: 5 - Council/Agency Members Sheridan, Johnson, and Magee; Mayor Pro Tem/Vice Chair Tisdale; and Mayor/Chair Manos

Absent: 0 - None

CLOSED SESSION REPORT

Assistant City Attorney Mann reported that all items listed on the agenda were discussed; the City Council directed Special Counsel to initiate litigation on one matter.

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 1 MINUTE

Paulie Tehrani was called to speak.

Ace Vallejos was called to speak.

CITY COUNCIL CONSENT CALENDAR

A motion was made by Council Member Sheridan, seconded by Mayor Pro Tem Tisdale to approve the City Council Consent Calendar with Item Nos. 6, 9, and 10 being removed for discussion. The motion carried by the following vote:

Aye: 5 Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

1) CC Investment Report for April 2024

Receive and file the Investment Report for April 2024.

This item was approved on the City Council Consent Calendar.

2) CC Warrant Report Dated April 15, 2024 to April 29, 2024

Receive and file.

This item was approved on the City Council Consent Calendar.

3) CC Warrant Report Dated April 29, 2024 to May 10, 2024

Receive and file.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 3

4) Road Closures for 2024 Lake Elsinore Car Cruises

Approve temporary road closures on Main Street and Graham Avenue as identified in the Car Cruise Traffic Plan on June 22, 2024, and July 27, 20246 from 1:30 p.m. to 8:30 p.m.

This item was approved on the City Council Consent Calendar.

5) Ortega BESS, Revision to Conditions of Approval No. 65 and 66 Relating to Camino del Norte Improvements

Approve revisions to Conditions of Approval No. 65 and 66 to state as follows:

65. Prior to issuance of an occupancy permit, the applicant shall relocate and reconstruct culvert headwalls and shall provide cash in lieu as determined by an Engineer’s estimate for the cost of half-width improvements along Camino del Norte.

66. The engineer’s estimate shall include half-width improvements such as pavement section, curb, gutter, sidewalk, relocating power poles, and other incidentals along the project’s frontage.

This item was approved on the City Council Consent Calendar.

6) Professional Services Agreement with LSA Associates, Inc. for Environmental Documentation for the Baker Street Industrial Project

Approve and authorize the City Manager to execute an Agreement for Professional Services with LSA Associates, Inc. (LSA) to prepare California Environmental Quality Act (CEQA) compliance documents in the amount not to exceed $310,350.00, in such final form as approved by the City Attorney.

This item was removed from the City Council Consent Calendar for discussion.

7) Construction Contract Award for the SB -1 Main Street Pavement Rehabilitation Pedestrian Safety & Information Technology Infrastructure Project Cip No.

Z10075

1. Award the Public Works Construction Agreement for the SB -1 Main Street Pavement Rehabilitation, Pedestrian Safety & Information Technology Infrastructure Project-CIP Project No. Z-10075 to All American Asphalt; and,

2. Authorize the City Manager to execute the Agreement in the amount of $6,452,899.35 to All American Asphalt in final form as approved by the City Attorney; and

3. Authorize the City Manager to execute change orders not to exceed 10% contingency amount of $645,289.94; and, 4. Authorize the City Clerk to record the Notice of Completion once it is determined the work is complete and the improvements are accepted into the City maintained roadway and facilities network.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 4

8) Amendment No. 2 to the Professional Services Agreement for Adams -Streeter Civil Engineers, Inc., for the Avenues Master Drainage Project and Pope Circle Drainage revised Scope

Approve and authorize the City Manager to execute Amendment No. 2 to the Professional Services Agreement with Adams -Streeter Civil Engineers, Inc., for $59,300, to provide additional design for scope changes and construction support services plus additional 10% for unforeseen tasks for the Avenues Master Drainage Plan Improvements in final form as approved by the City Attorney.

This item was approved on the City Council Consent Calendar.

9) Professional Design Services for Universally Accessible Sports Fields, Playground, and Park Amenities at Christensen Park

Approve and authorize the City Manager to execute the Professional Design Services Agreement with Community Works Design Group, LLC in an amount not to exceed $379,580 for design services in such final form as approved by the City Attorney and authorize the City Manager to execute change orders not exceeding a 10% contingency of $37,958 for uncertainties and adjustments.

This item was removed from the City Council Consent Calendar for discussion.

10) Corydon III Project Haul Route

Approve the request for the haul route including hours of operation for the Corydon III development project.

This item was removed from the City Council Consent Calendar for discussion.

11) Amendment No. 2 to the Professional Services Agreement with Blais & Associates for Grant Writing and Administration Services.

Approve and Authorize the City Manager to execute Amendment No. 2 to the Agreement for Professional Services with Blais & Associates (B&A) to provide grant writing and administration services in an amount not to exceed $70,000 per fiscal year in such final form as approved by the City Attorney.

This item was approved on the City Council Consent Calendar.

12) Second Reading of an Ordinance Approving Two Development Agreements on the Approximately 368 -acre Subdivision Within Tentative Tract Map No. 31370 Located Within the Tuscany Hills Specific Plan

Adopt by title only and waive further reading of AN ORDINANCE OF THE CITY

COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING DEVELOPMENT AGREEMENT NOS. 2024 -01 (T.T. GROUP INC.) AND 2024 -02 (CANADIAN PACIFIC LAND, LLC AND STRACK FARMS LAND, LLC) FOR THE APPROXIMATELY 368 -ACRE SUBDIVISION PREVIOUSLY APPROVED UNDER TENTATIVE TRACT MAP NO. 31370 LOCATED WITHIN THE TUSCANY HILLS SPECIFIC PLAN.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 5

ITEMS REMOVED FROM THE CITY COUNCIL CONSENT CALENDAR FOR DISCUSSION

6) Professional Services Agreement with LSA Associates, Inc. for Environmental Documentation for the Baker Street Industrial Project

Community Development Director Abraham presented the staff report.

Paulie Tehrani was called to speak.

Ace Vallejos was called to speak.

A motion was made by Council Member Johnson, seconded by Council Member Magee to approve staff’s recommendation. The motion carried by the following vote:

Aye: 5 Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

9) Professional Design Services for Universally Accessible Sports Fields, Playground, and Park Amenities at Christensen Park

Community Services Director Skinner and Management Analyst Foster introduced Scott Rice, Community Works Design Group, who presented the staff report.

Paulie Tehrani was called to speak.

A motion was made by Council Member Sheridan, seconded by Council Member Magee to approve staff’s recommendation. The motion carried by the following vote:

Aye: 5 Council Members Sheridan, Johnson, and Magee; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 6

10) Corydon III Project Haul Route

Approve the request for the haul route, including hours of operation for the Corydon III development project.

City Engineer Habib presented the staff report.

Theresa Bush was called to speak.

Deborah Holloway was called to speak.

Ace Vallejos was called to speak.

A motion was made by Council Member Sheridan, to table the item; however, the motion died due to a lack of second.

A motion was made by Council Member Johnson, seconded by Council Member Magee to approve staff’s recommendation with the revised haul route. The motion carried by the following vote:

Aye: 4 Council Members Johnson and Magee; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 1 Council Member Sheridan

SUCCESSOR AGENCY CONSENT CALENDAR

A motion was made by Vice Chair Tisdale, seconded by Agency Member Johnson to approve the Successor Agency Consent Calendar. The motion carried by the following vote:

Aye: 5 Agency Members Sheridan, Johnson, and Magee; Vice Chair Tisdale; and Chair Manos
Nay: 0 None

13) SA Investment Report for April 2024

Receive and file the Investment Report for April 2024.

This item was approved on the Successor Agency Consent Calendar.

14) SA Warrant Report Dated April 15, 2024 to April 29, 2024

Receive and file.

This item was approved on the Successor Agency Consent Calendar.

15) SA Warrant Report Dated April 29, 2024 to May 10, 2024

Receive and file.

This item was approved on the Successor Agency Consent Calendar.

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 7

PUBLIC HEARING

16) Extension of Time Request for Tentative Tract Map No. 37922, Conditional Use Permit No. 2019- 19, and Commercial Design Review No. 2019 -27 (Lake and Mountain Commercial Center)

Reconsider the extension of time request for Tentative Tract Map (TTM) No. 37922, Conditional Use Permit (CUP) No. 2019- 19, and Commercial Design Review (CDR) No. 2019-27, receive public comments if any, and direct staff to prepare a resolution based on the action taken by the City Council to approve or deny the extension of time request.

The Public Hearing was opened at 7:40 p.m.

Community Development Director Abraham presented the staff report.

Paulie Tehrani was called to speak.

Ace Vallejos was called to speak.

Araceli Jimenez was called to speak.

Cynthia Bushner was called to speak.

Lisa Kolieb and Stephen Jamieson spoke on behalf of the applicant.

The Public Hearing was closed at 8:21 p.m.

A motion was made by Council Member Johnson, seconded by Mayor Pro Tem Tisdale to direct staff to prepare a resolution to deny the extension of time request. The motion carried by the following vote:

Aye: 4 Council Members Sheridan, Johnson and Magee; and Mayor Pro Tem Tisdale
Nay: 1 Mayor Manos

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - THREE MINUTES

Paulie Tehrani was called to speak.

CITY ATTORNEY COMMENTS

Assistant City Attorney Mann had no comments.

CITY MANAGER’S COMMENTS

City Manager Simpson had no comments.

CITY COUNCIL COMMENTS/REPORTS ON MEETINGS ATTENDED

Council Member Magee congratulated the Councilman’s Catfish Challenge winner, Steve “Bugman” Duncan; and invited the community’s kids to participate in the Just 4 Kids Fishing Derby on Saturday, June 1, 2024 from 7:30 to 10:30 a.m. at the Levee.

City Council Minutes - Draft May 28, 2024

City of Lake Elsinore Page 8

Council Member Johnson shared her attendance at the Memorial Day Celebration at Rice Canyon Elementary School; shared updates on the Lake and algae levels; congratulated the first two of four Carl Graves Scholarship recipients, Emilia Teresa Pepe and Gezelle Madduma; congratulated and recognized Deputies Hadeen and Petersent for receiving M.A.D.D. awards; and shared updates on District 4 pavement projects which will begin construction in Fall 2024.

Council Member Sheridan shared promotions hosted by the Riverside Transit Agency; reported on his attendance at the Riverside Transit Agency Southwest Transportation Now meeting on May 22, 2024 and Riverside Transit Agency Board meeting on May 23, 2024; reported on his attendance at the Southwest Riverside County Higher Education Coallition meeting on May 27, 2024; and shared his attendance at the NAACP Branch 1034 Tribute to Mary Venerable on Saturday, May 25, 2024.

Mayor Pro Tem Tisdale reported on his attendance at the Northwest Mosquito and Vector Control District Board meeting on May 23, 2024 and the Western Riverside Council of Governments Executive Committee meeting on May 6, 2024.

Mayor Manos reported on the City’s representation at the International Conference of Shopping Centers.

ADJOURNMENT

The Lake Elsinore City Council adjourned at 8:45 p.m. to the next Regular meeting of Tuesday, June 11, 2024, in the Cultural Center located at 183 N. Main Street. Closed Session will commence at 5:00 p.m. or such later time as noticed on the Agenda, and the regular Open Session business meeting will commence at 7:00 p.m.

Page 1 of 1 ends

Discussion
The Warrant Report lists all general checks issued since the prior Warrant Report.

Attachments
Attachment 1 – City Warrant Summary
Attachment 2 – City Warrant List
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORECITY WARRANT SUMMARY FUND NO. FUND DESCRIPTION TOTAL
100 GENERAL 3,281,463.06 $
103 THE ANCHOR 5,635.59
105 MISC. GENERAL PROJECTS 1,643.33
110 GAS TAX 29,763.20
121 TOTAL ROAD IMPROVEMENT PROGRAM 383,467.25
130 LIGHTING, LANDSCAPE, MAINTENANCE DIST - CITYWIDE 46,563.37 135 LIGHTING, LANDSCAPE, MAINTENANCE DIST - NO. 1 5,875.82 155 NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM 562.28 180 LAUNCH POINTE 154,272.84
205 TRAFFIC IMPACT FEE 8,869.25
300 INSURANCE SERVICES (12,386.33)
305 INFORMATION SYSTEMS SERVICE 31,698.38
310 SUPPORT SERVICE 4,577.41
315 FLEET SERVICE 60,801.11
320 FACILITIES SERVICE 29,695.60
330 CFD 2015-2S MAINTENANCE SERVICES 1,152.70
331 CFD 2006-1 IA-CC SUMMERLY IMPROVEMENT 787.19
332 CFD 2006-1 IA-B SUMMERLY IMPROVEMENT 787.19
333 CFD 2015-4 TERRACINA IMPROVEMENT 787.19
334 CFD 2015-5 TRIESTE IMPROVEMENT 766.64
335 CFD 2003-2 IA-E CANYON HILLS IMPROVEMENT 766.64
336 CFD 2006-1 IA-FF SUMMERLY IMPROVEMENT 766.64
337 CFD 2016-2 CANYON HILLS IMPROVEMENT 744.31
338 CFD 2006-1 IA-JJ SUMMERLY IMPROVEMENT 766.65
339 CFD 2006-1 IA-KK SUMMERLY IMPROVEMENT 787.19
340 CFD 2006-1 IA-EE SUMMERLY IMPROVEMENT 766.64
342 CFD 2007-5S RED KITE SERVICES 562.28
343 CFD 2006-2S VISCAYA SERVICES 562.28
344 CFD 2005-2S ALBERHILL RANCH SERVICES 562.28
345 CFD 2003-2 IA-D CANYON HILLS IMPROVEMENT 1,553.83
347 CFD 2006-1 IA-A SUMMERLY IMPROVEMENT 1,349.47
350 CFD 98-1 SUMMERHILL IMPROVEMENT 787.19
351 CFD 2006-1 IA-II SUMMERLY IMPROVEMENT 787.19
354 CFD 90-2 TUSCANY HILLS IMPROVEMENT 2,249.08
355 RAD 2021-1 CANYON HILLS IMPROVEMENT 2,249.08
357 CFD 2003-2 IA-A CANYON HILLS IMPROVEMENT 1,012.10
358 CFD 2007-4S MAKENNA SERVICES 562.28
359 CFD 2021-1 IA-2 TUSCANY VALLEY & CREST IMPROVEMENT 674.21 361 CFD 2022-2 LAKESHORE IMPROVEMENT 654.58
362 CFD 2006-8S RUNNING DEER ESTATES SERVICES 562.28
363 CFD 2023-1 LAKESIDE IMPROVEMENT 654.58
366 CFD 2005-6 CITY CENTER TOWNHOMES IMPROVEMENT 562.28 Attachment 1 1 of 2
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORECITY WARRANT SUMMARY FUND NO. FUND DESCRIPTION TOTAL
367 CFD 2006-1S SUMMERLY SERVICES 562.28
368 CFD 2006-2 VISCAYA IMPROVEMENT 562.28
369 CFD 2004-3 IA-1 ROSETTA CANYON IMPROVEMENT 787.19
370 CFD 2006-1 IA-HH SUMMERLY IMPROVEMENT 787.19
371 CFD 2005-1 SERENITY IMPROVEMENT 787.19
372 CFD 2005-2 IA-A ALBERHILL RANCH IMPROVEMENT 787.19
373 CFD 2005-5S WASSON CANYON SERVICES 562.28
374 CFD 2005-4 LAKEVIEW VILLAS IMPROVEMENT 281.14
375 CFD 2006-4 ROSETTA HILLS IMPROVEMENT 281.14
376 CFD 2006-3 LA STRADA IMPROVEMENT 562.28
377 CFD 2006-6 TESSARA IMPROVEMENT 337.37
378 CFD 2006-8 RUNNING DEER ESTATES IMPROVEMENT 744.31
379 CFD 2022-1 ALBERHILL IMPROVEMENT 654.58
384 CFD 2003-2 IA-B CANYON HILLS IMPROVEMENT 2,698.94
385 CFD 2004-3 IA-2 ROSETTA CANYON IMPROVEMENT 787.19
386 CFD 2007-4 MAKENNA IMPROVEMENT 744.31
387 CFD 2007-5 RED KITE IMPROVEMENT 744.31
390 CFD 2003-2 IA-C CANYON HILLS IMPROVEMENT 2,024.21
392 CFD 95-1 CIVIC CENTER IMPROVEMENT 787.19
394 CFD 2005-5 WASSON CANYON IMPROVEMENT 562.28
395 CFD 2018-1 WASSON CANYON II IMPROVEMENT 531.66
396 CFD 2019-2 NICHOLS RANCH IMPROVEMENT 756.10
397 CFD 2019-1 WESTLAKE IMPROVEMENT 756.10
398 CFD 2021-1 IA-1 TUSCANY VALLEY & CREST IMPROVEMENT 674.21 500 CAPITAL IMPROVEMENT PLAN 1,071,584.61
620 COST RECOVERY TRUST DEPOSITS 3,598.00
631 DESTRATIFICATION EQUIPMENT REPLACEMENT 18,231.65
650 CFD 2003-1S LAW,FIRE, PARAMEDIC SERVICES 787.19
651 CFD 2006-5S PARK, OPEN SPACE, STORM DRAIN SERVICES 562.28 652 CFD 2007-1S LAW,FIRE, PARAMEDIC SERVICES 562.28
653 CFD 2009-1S PARK,OPEN SPACE,STREET LIGHT SERVICES 562.28 655 CFD 2015-1S LAW, FIRE, PARAMEDIC SERVICES 694.47
GRAND TOTAL 5,172,071.81 $
Attachment 1 2 of 2
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORE CITY WARRANT LIST WARRANT NO. VENDOR NAME AMOUNT
APA24002664 AARON CHEVROLET 113.17
APA24002665 ALLEGRA MARKETING PRINT MAIL 77.19
APA24002666 AMERICAN FORENSIC NURSES, INC. 948.00
APA24002667 AZTECA CLEANING SERVICES LLC 562.50
APA24002668 BIO-TOX LABORATORIES 1,954.53
APA24002669 BLACK TIE LAUNDRY 868.50
APA24002670 BLAIS & ASSOCIATES, INC. 1,643.33
APA24002671 BLANKINSHIP & ASSOCIATES, INC. 4,615.00
APA24002672 CA PARK & RECREATION SOCIETY, INC. 150.00
APA24002673 CALIFORNIA STATE FIRE PROTECTION 280.00
APA24002674 CALIFORNIA, DEPARTMENT OF JUSTICE 320.00
APA24002675 CALIFORNIA, DEPARTMENT OF JUSTICE 105.00
APA24002676 CALIFORNIA, DEPARTMENT OF JUSTICE 210.00
APA24002677 CDW GOVERNMENT, INC. 303.41
APA24002678 CED LAGUNA 124,441.76
APA24002679 CHARLES ABBOTT ASSOCIATES, INC. 10,442.66
APA24002680 CHARTER COMMUNICATIONS 1,257.49
APA24002681 CONCENTRA 1,905.00
APA24002683 CR&R, INC. 4,282.95
APA24002684 CR&R, INC. 802.36
APA24002685 DAVID EVANS AND ASSOCIATES, INC. 4,491.94
APA24002686 DAVID TURCH & ASSOCIATES 10,500.00
APA24002687 DIRECTV 152.99
APA24002688 DISCOUNT HAULING & CLEANUP SERVICE 6,410.00 APA24002689 DOUGLAS HINER UMPIRING SERVICES 378.00
APA24002690 DUSTIN THOMPSON PHOTOGRAPHY 750.00
APA24002691 EVMWD 3,579.05
APA24002692 EXCEL LANDSCAPE, INC. 24,868.00
APA24002693 FINLEN, LANDEN 350.00
APA24002694 FONSECA, JOSE 150.00
APA24002695 FORENSIC NURSES OF SOCAL, INC. 1,200.00
APA24002696 FRONTIER CALIFORNIA - INTERNET 917.37
APA24002697 FRONTIER CALIFORNIA, INC. 61.12
APA24002698 GREAT AMERICA FINANCIAL SERVICES 600.30
APA24002699 HANCOCK, LORENA 3,547.50
APA24002700 INLAND EMPIRE GENERAL CONTRACTOR 3,550.00
APA24002701 INNOVATIVE DOCUMENT SOLUTIONS 2,575.75
APA24002702 INTERPRETERS UNLIMITED 27.75
APA24002703 INTERSTATE STRIPING, INC. 1,936.00
APA24002704 KOA CORPORATION 3,811.84
APA24002705 LAKE ELSINORE COMMUNITY FOUNDATION 9,437.50 APA24002706 MARIPOSA ECO CONSULTING INC 960.00
APA24002707 MIRACLE RECREATION EQUIPMENT CO. 991.12
Attachment 2 1 OF 5
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORE CITY WARRANT LIST WARRANT NO. VENDOR NAME AMOUNT
APA24002708 MONUMENT ROW 2,134.74
APA24002709 NPG, INC. 95,743.85
APA24002710 O'REILLY AUTO STORES INC/FIRST CALL 522.49
APA24002711 PRESS-ENTERPRISE, THE 547.59
APA24002712 PRUDENTIAL OVERALL SUPPLY 463.73
APA24002713 QUINN COMPANY 24,230.91
APA24002714 RIGHTWAY SITE SERVICES, INC. 4,921.70
APA24002715 RIVERSIDE COUNTY SHERIFF'S, ACCOUNTING & FINANCE 1,233,732.43 APA24002716 RIVERSIDE COUNTY SHERIFF'S, ACCOUNTING & FINANCE 9,834.32 APA24002717 RIVERSIDE COUNTY TRANSPORTATION & LAND MANAGEMENT 2,314.15 APA24002718 RP LANDSCAPE & IRRIGATION 74,020.91
APA24002719 SAN DIEGO ICE COMPANY, INC. 314.63
APA24002720 SHADEMAKER 1,691.47
APA24002721 SHRED-IT USA, LLC 85.60
APA24002722 SOUTHERN CALIFORNIA EDISON CO. 7,511.96
APA24002724 STEWART TITLE OF CALIFORNIA 550.00
APA24002725 STK ARCHITECTURE, INC. 45,989.30
APA24002726 SUNBELT RENTALS, INC. 71.60
APA24002727 SUPERIOR PAVEMENT MARKINGS, INC. 2,954.75
APA24002728 T-MOBILE USA, INC. 115.00
APA24002729 TRANSTECH ENGINEERS, INC. 34,736.22
APA24002730 URBAN RESTORATION GROUP US, INC. 1,456.35
APA24002731 VERIZON WIRELESS (#1) 3,335.76
APA24002732 VERIZON WIRELESS (#2) 4,137.73
APA24002733 WAXIE SANITARY SUPPLY 346.57
APA24002734 WEST COAST SERVICES 190.00
APA24002735 WEST MARINE PRO 711.74
APA24002736 WILLSCOT MOBILE MINI 1,319.55
APA24002737 AAA CONSTRUCTION SERVICES, INC 49,667.00
APA24002738 ALBERT WEBB & ASSOCIATES 33,237.00
APA24002739 ALLEGRA MARKETING PRINT MAIL 77.19
APA24002740 ATKINSON, ANDELSON, LOYA, RUUD & ROMO 972.00 APA24002741 BANNER BANK 5,616.94
APA24002742 BARRON'S FURNITURE AND APPLIANCE, INC. 956.96 APA24002743 CDW GOVERNMENT, INC. 144.20
APA24002744 CHARTER COMMUNICATIONS 475.00
APA24002745 CONCENTRA 354.00
APA24002746 COTTER CONSTRUCTION, INC. 4,500.00
APA24002747 COUNTY OF RIVERSIDE, EXECUTIVE OFFICE 4,136.62 APA24002748 CR&R, INC. 439.92
APA24002749 CRISP IMAGING 157.52
APA24002750 DFM ASSOCIATES 76.13
APA24002751 DISCOUNT HAULING & CLEANUP SERVICE 1,300.00 APA24002752 EVMWD 22,186.06
Attachment 2 2 OF 5
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORE CITY WARRANT LIST WARRANT NO. VENDOR NAME AMOUNT
APA24002753 FCG CONSULTANTS, INC. 54,143.91
APA24002754 FINLEN, LANDEN 85.00
APA24002755 FRONTIER CALIFORNIA - INTERNET 810.02
APA24002756 FRONTIER CALIFORNIA, INC. 63.22
APA24002757 GREAT AMERICA FINANCIAL SERVICES 1,401.36
APA24002758 GUIDA SERVEYING, INC. 3,610.00
APA24002759 HEMET FENCE CORP 33,412.00
APA24002760 HIT PRINT, INC. 303.41
APA24002761 HOWARD INDUSTRIES, INC. 212.64
APA24002762 JOHNATHAN SKINNER 160.68
APA24002763 KEYSER MARSTON ASSOCIATES, INC. 663.75
APA24002764 LAND IQ, LLC 1,593.54
APA24002765 LARSON LIGHTING AND AUDIO, INC 11,546.49
APA24002766 LIUNA LOCAL 777 768.00
APA24002767 O'REILLY AUTO STORES INC/FIRST CALL 760.87
APA24002768 PULTE GROUP 220.00
APA24002769 RIVERSIDE COUNTY SHERIFF'S, ACCOUNTING & FINANCE 230,004.70 APA24002770 RIVERSIDE COUNTY TRANSPORTATION & LAND MANAGEMENT 2,904.57 APA24002771 ROLYAN BUOYS 18,231.65
APA24002772 ROW TRAFFIC SAFETY, INC 12,573.24
APA24002773 SCW CONTRACTING CORPORATION 457,947.50
APA24002774 SHRED-IT USA, LLC 84.00
APA24002775 SOUTHERN CALIFORNIA EDISON CO. 679.08
APA24002777 TESLA ENERGY 129.76
APA24002778 TYLER TECHNOLOGIES, INC. 560.00
APA24002779 VAN, LAURA 540.00
APA24002780 WAXIE SANITARY SUPPLY 1,064.88
APA24002781 WSP USA ENVIRONMENT & INFRASTRUCTURE SOLUTIONS, INC. 12,296.92 6890 ALVAREZ ENTERPRISE SERVICES 11,180.51
6891 AMAZON BUSINESS 1,448.02
6892 AMERICAN MATERIAL COMPANY 3,708.38
6893 AREA 63 PRODUCTIONS 13,587.50
6894 BRINKS INCORPORATED 882.94
6895 CIVICA LAW GROUP, APC 17,599.60
6896 CM WASH EQUIPMENT 2,460.83
6897 DOWNS ENERGY 6,298.42
6898 ENDRESEN DEVELOPMENT, INC. 18,965.00
6899 ENDRESEN DEVELOPMENT, INC. 10,098.16
6900 ENDRESEN DEVELOPMENT, INC. 10,178.16
6901 ENDRESEN DEVELOPMENT, INC. 9,925.66
6902 ENDRESEN DEVELOPMENT, INC. 9,950.66
6905 ENDRESEN DEVELOPMENT, INC. 9,918.16
6906 ENDRESEN DEVELOPMENT, INC. 750.00
6907 GMS ELEVATOR SERVICES, INC. 330.00
Attachment 2 3 OF 5
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORE CITY WARRANT LIST WARRANT NO. VENDOR NAME AMOUNT
6908 LAKE ELSINORE TIRE & AUTO, INC. 1,280.55
6909 PALMS PARK LLC 4,000.00
6910 PROSTAFF, LLC 23,100.00
6912 READYREFRESH 927.60
6913 SECURITAS SECURITY SERVICES USA, INC. 2,922.08
6914 SECURITAS SECURITY SERVICES USA, INC. 3,130.80
6915 SOCAL BOAT AND TRAILER, INC. 911.80
6916 SOMMER ENGINEERING, INC. 17,522.70
6917 SPICER CONSULTING GROUP 50,990.64
6922 TC SPORTS MANAGEMENT, LLC 30,533.33
6923 WEST COAST ARBORISTS, INC. 348.00
6924 AK SECURITY ALARM LLC 6,543.00
6925 AMAZON BUSINESS 755.31
6926 AMERICAN MATERIAL COMPANY 323.22
6927 BMW MOTORCYCLES OF RIVERSIDE 1,049.63
6928 DERRIGO STUDIES, INC 7,750.00
6929 DOWNS ENERGY 13,432.58
6930 ENDRESEN DEVELOPMENT, INC. 3,819.34
6931 ENDRESEN DEVELOPMENT, INC. 3,398.44
6932 ENDRESEN DEVELOPMENT, INC. 2,250.00
6933 HDR ENGINEERING, INC. 47,367.20
6934 HI-WAY SAFETY, INC. 680.56
6935 KPA SERVICES, LLC 2,042.51
6936 REGIONAL FIRST AID, INC. 212.34
6937 RIVERSIDE COUNTY FIRE DEPARTMENT 998,380.74
6938 SERVICE FIRST 28,211.70
6939 WALSH MARINE PRODUCTS, INC. 5,345.99
6940 WKE, INC. 3,172.08
6941 WKE, INC. 2,784.58
6942 YUNEX, LLC 5,520.00
143583 LAST CHANCE PERFORMANCE MARINE, INC. 842.39
143584 LAKE WEEDERS DIGEST, LLC 16,736.50
143585 LIUNA NATIONAL (INDUSTRIAL) PENSION FUND 15,927.00 DFT240592 COMPUTERSHARE TRUST COMPANY, N.A. 383,467.25
DFT240593 LOWE'S 9,514.77
DFT240596 MISSION SQUARE RETIREMENT 380.77
DFT240597 MISSION SQUARE RETIREMENT 7,632.45
DFT240598 NATIONWIDE TRUST COMPANY, FSB 1,148.54
DFT240599 TASC 4,212.90
DFT240600 LEGAL SHIELD 89.70
DFT240601 INTERNAL REVENUE SERVICE 198.50
DFT240602 STATE DISBURSEMENT UNIT 392.30
DFT240603 STATE DISBURSEMENT UNIT 134.30
DFT240604 PAYCHEX OF NEW YORK, LLC 1,702.95
Attachment 2 4 OF 5
MAY 13, 2024 TO MAY 23, 2024 CITY OF LAKE ELSINORE CITY WARRANT LIST WARRANT NO. VENDOR NAME AMOUNT
DFT240605 INTERNAL REVENUE SERVICE 127,408.59
DFT240606 FRANCHISE TAX BOARD 25,636.39
DFT240607 CALPERS 77,633.78
DFT240608 CALPERS 114.80
DFT240609 COLONIAL LIFE 102.36
PR05232024 NET PAYROLL 341,224.99
GRAND TOTAL 5,172,071.81$
Attachment 2 5 OF 5

Page 1 of 2 ends

Discussion
Under Government Code Section 53646(a), the City Council should review and adopt the City’s Investment Policy annually.

The City’s investment advisor, PFM Asset Management LLC (PFM), has reviewed the Investment Policy and recommended that the City update the Policy’s language in Section 14 Asset-Backed Securities (ABS) to incorporate a minor code revision that took effect January 1, 2024. This recommendation has been incorporated into this year’s investment policy. A copy of the memorandum from PFM, noting their evaluation, recommendation, and legislative update, is included in this report.

The City Treasurer has reviewed the Investment Policy presented and has no objection. The Policy conforms well to what is allowed by the California Government Code. The Policy has all the required elements outlined in the Model Investment Policy of the Municipal Treasurers’ Association of the United States & Canada.

Fiscal Impact
No fiscal impact.
2024 Investment Policy

Page 2 of 2 ends

Attachments
Attachment 1 - 2024 Investment Policy
Attachment 2 - 2024 Investment Policy PFM Recommendations City of Lake Elsinore
Investment Policy
June 11, 2024

1 CITY OF LAKE ELSINORE

INVESTMENT POLICY
JUNE 2024

1) INTRODUCTION

The purpose of this document is to set out the policies and procedures that enhance opportunities for a p rudent and systemat ic investment program and to organize and formalize investment- related activities.

The investment policies and practices of the City of Lake Elsinore (the “City”) are, in every case, subject to and limited by applicable provisions of state law and to prudent money management principles. All funds will b e inves ted in acco rdance with the City’s Investment Policy, and applicable provisions of Chapter 4 of Part 1 of Division 2 of Title 5 of the California Government Code (Section 53600 et seq.).

2) SCOPE

The investment policy applies to all financial assets, except bond proceeds and retirement funds, accounted for in the City of Lake Elsinore Annual Comprehensive Financial Report (ACFR) and any new f und created by the City Council, unless specifica lly exempted. The provisions of relevant bond documents will govern the investment of bond proceeds.

3) OBJECTIVES

The primary objectives, in priority order, of the City’s investment activities shall be:

A) Safety of Principal

Safety of principal is the foremost objective of the City. Investm ents of the City shall be undertaken in a manner that seeks to e nsure the preservation of capital in the overall portfolio. The City shall seek to preserve principal by mitigating two types of risk: credit risk and interest rate risk.

1. Credit Risk: The City will minimize credit ris k, which is the risk of loss due to the failure of the security issuer or backer, by:

• Limiting investments to the types of securities listed in the Authorized Investments section of this Investment Policy.

• Diversifying the invest ment portfolio so that the impact of potential losses from any one type of security or from any one individual issuer will be minimized.

City of Lake Elsinore
Investment Policy
June 11, 2024

2 2. Interest Rate Risk: The City will minimize interest rate risk, which is the risk that the market value of securities in the portfolio will fall due to changes in market interest rates, by:

• Structuring the investment portfolio with marketable securities so that securities can be liquidated to meet cash flow needs or structuring the portfolio to mature to meet cash requirements for ongoing operations.

B) Liquidity

Historical cash flow trends are compared to current cash flow requirements on an ongoing basis in an effort to ensure that the City’s investment portfolio will remain sufficiently liquid to enable the City to meet all reasonably anticipated operating requirements.

C) Yield

The investment portfolio shal l be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and the cash flow characteristics of the portfolio.

4) PRUDENCE

In managing its investment program, the City will observe the “Prudent Investor” standard as stated in Government Code Sec tion 53600.3, applied in the context of managing an overall portfolio. Investments will be made with care, skill, prudence an d diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the City, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the City. Within the limitations of this section and considering individual investments as part of an overall strategy, investments may be acquired as authorized by law.

This standard of prudence shall be applied in the context of managing an overall portfolio.

Investment officers acting in accordance with written procedures and the investment policy and exercising due d iligence shall be relieved of personal responsibility for an individual security’s credit risk or market price changes provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments.

5) PERFORMANCE EVALUATION

Investment performance is to be continually monitored and evaluated by the City Manager or his designee. The City’s primary portfolio performance will be measured against a total return index with securities with similar attributes and similar average maturity, e.g., the Merrill Lynch 1-5 Year U.S. Treasury Index.

City of Lake Elsinore
Investment Policy
June 11, 2024

3 6) DELEGATION OF AUTHORITY

In accordance with the City Council Policy of the City of Lake Elsino re and under authority granted by the City Cou ncil, the Cit y Treasurer’s function and responsibility for investing the unexpended cash in the City Treasury has been delegated to the City Manager or his designee.

The responsibility for conducting the City’s investment program has been delegated to the City Manager or his designee, who shall establi sh written procedures for the operation of the investment program consistent with this investment policy. Such procedures shall include explicit delegation of authority to persons responsible for all investment activities.

No person may engage in an investment transaction except as provided under the terms of the policy and the procedures esta blished by the Cit y Manager or his designee. Portfolio management and transact ions may be delegated to an independent investment advisor registered with the SEC.

7) INVESTMENT PROCEDURES

The City Manager or his designee shall establish written investment procedures and a system of controls to regulate the operation of the investment program and the activities of subordinate officials consistent with this policy. The procedures should include reference to: safekeeping, repurchase agreements, wire transfer agreements, banking service contracts and collateral/depository agreements. Such procedures shall include expli cit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of the policy and the procedures established by the City Manager or his designee.

8) ETHICS AND CONFLICTS OF INTEREST

Officers and employees involved in the investment process shall refrain from personal business activity that conflicts with proper executions of the investment program or impairs their ability to make impartial investment decisions. Additionally, the City Officials are required to annually file applicable financial disclosures as required by the Fair Political Practices Commission (FPPC).

9) SAFEKEEPING AND CUSTODY

To protect against fraud or embezzlement of losses caused by collapse of an individual securities dealer, all deliverable securities owned by the City shall be held in safekeeping by a third-party bank / trust department.

All deliverable security transactions entered by the City of Lake Elsinore shall be conducted on delivery-versus-payment (DVP) basis. All deliverable securities purchased or acquired shall be delivered to the City of Lake Elsinore by book entry, physical delivery, or by third party custodial agreement as required by CGC 53601.

Securities held custody of the City shall be independently audited on an annual basi s to verify investment holdings. All exceptions to this safekeeping policy must be approved by the City Manager or his designee in written form and included in monthly reporting to the City Council.

City of Lake Elsinore
Investment Policy
June 11, 2024

4 10) DIVERSIFICATION

The City of Lake Elsinore will diversify its inv estments by security type and institution. It is the policy of the City of Lake Elsinore to diversify its investment portfolio. Assets shall be diversified to eliminate the risk of loss resul ting from over concentration of assets in a specific maturity, a specific issuer, or a specific class of securities. Diversification strategies shall be determined and revised per iodically. In establishing specific diversification strategies, the following general policies and constraints shall apply:

a) Maturities selected shall provide for stability of income and liquidity b) Disbursement of payroll dates shall be covered through maturity investments and marketable securities

11) INTERNAL CONTROL

The investment portfolio and all related transactions are reviewed and balanced to appropriate general ledger accounts by the Finance Staff on a monthly basis.

An independent analysis by an external auditor shall be conducted annually to review internal control, account activit y, and co mpliance with policies and procedures and reported to City Council.

12) REPORTING

City Manager or his designee shall submit to City Council, and the City Treasurer a monthly report of investment transactions. The report shall also include a detailed security report. If all funds are placed in LAIF, FDIC - insured accounts, and/or in a county investment pool, the foregoing report elements may be replaced by copies of the latest stat ements from such institutions. The City Manager or his designee shall maintain a complete and timely record of all investment transactions.

Additionally, every quarter the City Manager or his designee shall render to the City Council and the City T reasurer a quarterly investment report, whi ch shall include, at a minimum, the following information for each individual investment:

a) Type of investment instrument (i.e., Treasury Bill, medium term note) b) Issuer name (i.e., General Electric Credit Corporation) c) Purchase date (trade and settlement date)
d) Maturity date
e) Par value
f) Purchase price
g) Current market value and the source of the valuation h) Overall portfolio yield based on cost

The quarterly report also shall (a) state compliance of the portfolio to the statement of investment policy, or manner in which the portfolio is not in compliance; (b) include a description of any of the City's funds, investments, or programs that are under the management of contracted parties, including lending programs; and (c) include a statement denoting the abi lity of the City to meet its e xpenditure requirements for the next six months, or provide an explanation as to why sufficient money shall, or may, not be available.

City of Lake Elsinore
Investment Policy
June 11, 2024

5 13) AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS

If the City plans to initiate investment transactions on its own behalf, excluding investments made directly with an issuer, the City Manager or his designee will maintain a list of financial institutions authorized to provide investment services. In addition, a list will also be maintained of approved security broker/dealers selected by c redit worthiness wi th at least five years of operation. The City Manager or his designee will review the financial condition and registrations of qualified bidders annually.

All financial institutions and broker/dealers who desi re to become qualified for investment transactions must supply the following as appropriate:

a) Audited financial statements demonstrating compliance with state and federal capital adequacy guidelines to be submitted annually
b) Proof of Financial Industry Regulatory Authority (FINRA) certification (not applicable to Certificate of Deposit counterparties)
c) Proof of state registration
d) Complete broker/dealer questionnaire (not applicable to Certificate of Deposit counterparties)
e) Certification of having read and understood and agreeing to comply with the City’s Investment Policy prior to commencing trading
f) Evidence of adequate insurance coverage

An annual review of the financial condition and registrations of qualified bidders will be conducted by the City Manager or his designee.

The City may also use broker/dealers approved and evaluated by a SEC registered investment advisor acting in a fiduciary capacity for the City.

The City shall use a competitive process, whenever practical to obtain at least 3 competing bids from different broker/dealers for every purchase or sale of a security.

14) AUTHORIZED INVESTMENTS

Investment of City funds is governed by the California Government Code sections 53601 et seq. Unless otherwise specified in this section, no investment shall be made in any security, other than a security underl ying a repurchase agreement as authorized by this section, that at the time of the investment has a term remaining to maturity in excess of five years. The City Manager or his designee is authorized to purchase the following investment instruments:

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

B. Federal agency or United States government -sponsored enterprise obligations, participation, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States govern ment- sponsored enterprises. No more than 40% of the City's portfolio may be invested City of Lake Elsinore
Investment Policy
June 11, 2024

6 in any one federal agency.

C. Obligations of the State of California or any local agency within the state, including bonds payable solely out of revenues from a revenue producing property owned, controlled or operated by the state or any local agency or by a department, board, agency or authority of the state or any local agency, provided that such obligations are rated in one of the top three rating categories by a NRSRO and are general obligation bonds or essential service bonds secured with revenue from a water, sewer, power, or electric system.

D. Registered treasury notes or bonds of any of the other 49 United States in addition to California, including bonds payable solely out of the revenues from a revenue-producing property owned, controlled, or operated by a state or by a department, board, agency, or authority of any of the other 49 United States, in addition to California, provided that such obligations are rated in one of the top three rating categories by a NRSRO and are general obligation bonds or essential service bonds secured with revenue from a water, sewer, power, or electric system.

E. Repurchase Agreements to be used solely as short -term investments not to exceed 30 days. The City may enter into repurchase agreements with primary government securities dealers rated in a rating category of "A" or its equivalent or better by two nationally recognized rating services. Counterparties should also have (i) a short -term cred it rating in the highest category by a nationally recognized statistical rating organization (NRSRO); (ii) minimum assets and capital size of $25 billion in as sets and $350 million in capit al; (iii) five years of acceptable audited financial results; and (iv) a strong reputation among market participants.

The following collater al restrictions w ill be observed: Only U.S. Treasury securities or Federal Agency securities will be acceptable collateral. All securities underlying repurchase agreements must be deliver ed to the City's cus todian bank versus payment or be handled under a properly executed tri -party repurchase agreemen t. The total market value of all collateral for each repurchase agreement must equal or exceed 102% of the total dollar value of the money invested by the City for the term of the investment. For any repurchase agreement with a term of more than one day, the value of the underlying securities must be reviewed on an on- going basis according to market conditions. Market value must also be calculated each time there is a substitution of collateral. Since the market value of the underlying securities is subject to daily market fluctuations, the investments in repurchase agreements shall be in compliance if the value of the underlying securities is brought back up to 102% no later than the next business day.

The City or its trustee shall have a perfected first security interest under the Uniform Commercial Code in all securities subject to repurchase agreement. The City shall have properly executed a Master Repurchase Agreement with each counter party with which it enters into repurchase agreements.

F. Bills of exchange or time drafts drawn on and accepted by a commercial bank City of Lake Elsinore
Investment Policy
June 11, 2024

7 and brokered to investors in the secondary market, otherwise known as bankers' acceptances. Purchases of bankers' acceptances may not exceed 180 days' maturity, or 40% of the City's surplus money that may be invested. However, no more than 30% of the City's surplus funds may be invested in the bankers' acceptances of any one commercial bank. Eli gible b ankers' acceptances are restricted to issuing financial institutions with short -term paper rated in the highest category by one NRSRO.

G. Commercial paper of "prime" quality of the highest ranking or of the highest letter and number rating as provided for by a NRSRO. The entity that issues the commercial paper shall meet all of the following condition s in either paragraph (1) or paragraph (2) below:

1. The entity meets the following criteria: (a) is organized and operating in the United States as a general corporation. (b) Has total assets in excess of five hundred million dollars ($500,000,000). (c) Has debt other than commercial paper, if any, that is rated in a rating category of "A" or its equivalent or higher by a NRSRO.

2. The entity meets the following criteria: (a) Is organized within the United States as a special purpose corporation, trust, or limited liability company. (b) Has program wide credit enhancements including, but not limited to, over collateralization, letters of credit, or surety bond. (c) Has commercial paper that is rated "A -1" or higher, or the equivalent, by a NRSRO.

The City may i nvest no more than 25% of its portfolio in eligible commercial paper with a maximum maturity of 270 days.

H. Medium term notes with a maximum remaining maturity of five years or less issued by corporations o rganized and operating within the United States or by depository institutions licensed by the U nited States or any state and operating within the United States. Notes eligible for investment under this subdivision shall be rated in a rating category of “A” or its equivalent or better by a NRSRO and shall not be on credit watch for a potential downgrade by a NRSRO. Purchases of medium-term notes may not exceed 30% of the City's portfolio.

I. FDIC-insured or fully collateralized bank deposits, including, but not limited to, demand deposit accounts, savings accounts, market rate accounts, and time deposits. To be eligible to receive City deposits, the financial must be located in California and have received a minimum overall sat isfactory rating under the Community Redevelopment Act, for meeting the credit needs of California Communities in its most recent evaluation. The amount on deposit in any financial institution shall not exceed the shareholder’s equity. Bank deposits are required to be collateralized as specified under Government Code Section 53630 et. Seq. The City Manager or his designee, at his/her discretion, may waive the collateralization requirements for any portion that is covered by federal deposit insurance. The City shall have a signed agreement with any depository accepting City funds per Government Code Section 53649. The maturity of time certificate of deposits (TCDs) may not exceed 1 year. There is no limit on the City of Lake Elsinore
Investment Policy
June 11, 2024

8 percentage of the portfolio that may be invested in bank deposits. However, a maximum of 20 percent of the portfolio may be invested in TCDs.

J. Negotiable certificates of deposit issued by a nationally or state-chartered bank, a savings association or a federal association (as defined by Section 5102 of the Financial Code), a state or federal credit union, or by a federally - or state- licensed branch of a foreign bank. Purchases are limited to securities rated in a rating category of “ A” (long-term) or “A-1” (short-term) or their equivalents or better by a NRSRO . Purchases of negotiable certificates of deposit may not exceed 30% of the portfolio.

K. State of California's Local Agency Investment Fund (LAIF). Investment in LAIF may not exceed $7 5 million. The LAIF portfolio should be reviewed periodically.

L. California Asset Management Program (CAMP).

M. Shares of beneficial interest issued by diversified management companies that are money market funds registered with the Securities and Exchange Commission under the Investment Company Act of 1940 (15 U.S.C. Sec. 80a-1, et seq.). The purchase price of shares shall not exceed 20 percent of the investment portfolio of the Ci ty. To be eli gible for i nvestment pursuant to this subdivision these companies shall either:

1. Attain the highest-ranking letter or numerical rating provided by not less than two of the three largest NRSRO or

2. Have an investment advisor registered or exempt from registration with the Securities and Exchange Commission with not less than five years of experience managing money market mutual funds and with assets under management in excess of $500,000,000.

N. Insured savings account or money market account. To be eligible to receive local agency deposits, a financial institution must have received a minimum overall satisfactory rating for meeting the credit needs of California Communities in its most recent evaluation.

O. Supra-nationals-specifically the International Bank for Reconstruction and Development, International Finance Corporation, and Inter -American Development Bank.

1. Purchases restricted to debt denominated in U.S. dollars.

2. Supra-nationals eligible for investment under this subsection shall be rated in a rating category of “AA” or its equivalent or better by a NRSRO.

3. Purchases of supra-nationals may not exceed 30% of the City’s portfolio.

P. Asset-Backed Securities (ABS). For securities eligible for investment under this City of Lake Elsinore
Investment Policy
June 11, 2024

9 subdivision not issued or guaranteed by an agency or issuer identified in subdivisions (A) or (B) above, the following limitations apply:

1. ABS eligible for investment under this subsection must be rated in a rating category of “AA” or its equivalent or better by a NRSRO with a maximum remaining maturity of 5 years or less.

2. Purchase of ABS may not exceed 20% of the City’s portfolio.

Q. Placement Service Deposits (PSD) where funds may be placed with a bank that uses a private sector entity that assists in the placement of deposit with eligible financial institutions located in the United States (CGC § 53601.8). The full amount of the principal and the interest that may be accrued during the maximum term of each PSD shall at all times be insured by federal deposit insurance.

Purchase of PSD may not exceed 30% of the City’s portfolio. The maximum investment maturity will be restricted to five years.

Credit criteria and sectors and issuers percentages for investments listed in this section will be determined at the time the security is purchased. A decline in the overall investment balances that causes the percent to any investment above its maximum policy limit will not be considered out of compli ance. The City may from time to time be invested in a security whose rating is downgraded. In the event a rating drops below the minimum allowed rating category for t hat given investment type, the City Manager or his designee shall notify the City Treasurer, and City Council and recommend a plan of action. Notwithstanding anything herein to the contrary, with the exception of the U.S. Treasury, federal agency institutions, and government sponsored enterprises no more than 5% of the City’s portfolio may be invested in securities issued by any one corporate, financial, or municipal issuer.

15) PROHIBITED INVESTMENTS

Any security type or structure not speci fically approved by this policy is hereby specifically prohibited. Security types which are thereby prohibited include, but are not limited to, inverse floaters, derivatives, range notes, interest only strips that are derived from a pool of mortgages, or in any investment that could result in zero interest accrual if held to maturity, except as authorized by Code Section 53601.6.

16) LEGISLATIVE CHANGES

Any State of California legislative action that further restricts allowable maturities, investment type or percentage allocations will be deemed to be incorporated into the City of Lake Elsinore’s investment policy and will supersede any and all applicable language.

17) INTEREST EARNINGS

All moneys earned and collected from inves tments authorized in this po licy shall be allo cated quarterly to various fund accounts based on the cash balance in each fund as a percentage of the entire pooled portfolio.

City of Lake Elsinore
Investment Policy
June 11, 2024

10 18) POLICY REVIEW

The City of Lake Elsinore’s investment policy shall be adopted by the City Council on an annual basis. This investment policy shall be reviewed at least annually to insure its consistency with the overall objectives of preservation of principal, liquidity and yield, and its relevance to current law and financial and economic trends. Any amendments to the policy shall be forwarded to the City Council for approval.

City of Lake Elsinore
Investment Policy
June 11, 2024

11 GLOSSARY

Asset-Backed Securities (ABS): Bonds created from various types of consumer debt. The primary types of ABS are mortgages, home equity loans, auto loans, leases, credit card receivables and student loans.

Bankers Acceptance: A draft or bill or exchange accepted by a bank or trust company. The accepting institution, as well as the issuer, guarantees payment of the bill.

Bond Proceeds: The money paid to the issuer by the purchaser or underwriter of a new issue of municipal securities. These monies are used to finance the project or purpose for which the securities were i ssued and to pay certain costs of issuance as may be provided in the bond contract.

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

Certificate of Deposit (CD): A time deposit with a specific maturity evidenced by a certificate.

Large- denomination CD’s are typically negotiable.

Collateralization: Process by which a borrower pledges securities, property, or other deposits for the purpose of securing the repayment of a loan and/or security.

Commercial Paper: An un secured short -term promissory note is sued by corporations, with maturities ranging from 2 to 270 days.

Annual Comprehensive Financial Report ( ACFR): The official annual report for the City of Lake Elsinore. It includes five combine statements for each individual fund and account group prepared in conformity with GAAP. It also in cludes supporting schedules necessary to demonstrate compliance with finance -related legal and contractual provisions, extensive introductory material, and a detailed Statistical Section.

Dealer: Someone who acts as a principal in all tran sactions, including buying and selling from his/her own account.

Delivery versus Payment: There are two methods of delivery of secur ities: deli very versus payment and deli very versus receipt. Deli very versus payment is deli very of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities.

Derivative: Securities that are based on, or derived from, some underlying asset, reference date, or index.

Diversification: Dividing investment funds among a variety of securit ies offering independent returns.

Federal Deposit Insurance Corporation (FDIC): Insurance provided t o customers of a subscribing bank that guarantees deposits to a set limit (currently $250,000) per account.

Interest Rate: The annual yield earned on an investment, expressed as a percentage.

City of Lake Elsinore
Investment Policy
June 11, 2024

12 Issuer: Any corporation, government unit or financial institution which borrows money through the sale of securities.

Liquidity: Refers to the ability to rapidly convert an investment into cash.

Local Agency Investment Fund (LAIF): A special fund in the State Treasury which local agencies may use to deposit funds for investment. All interest is distributed to those agencies participating on a proportionate share determined by the amounts deposited and the length of time they are deposited. Interest is paid quarterly via direct deposit to the LAIF account. The State keeps an amount for reasonable costs of making the investments, not to exceed one-quarter of one per cent of the earnings.

Local Government Investment Pool (LGIP ): The aggregate of all funds from politi cal subdivisions that are placed in the custody of the local government that organized the pool for investment and reinvestment.

Market Risk: Defined as market value fluctuations due to overall changes in the general level of interest rates. Adverse fluctuation possibilities shall be mitigated by limiting the maximum maturity of any one security to five years, structuring the portfolio based on historic and current cash flow analysis, and eliminating the need to sell securities for the sole purpose of short- term speculation mitigates market risk.

Market Value: The price at which a security is trading and could presumably be purchased or sold.

Maturity: The date the principal or stated value of an investment becomes due and payable.

Medium-Term Notes: Instruments issued by corporat ions organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States.

Member: Refers to a governmental entity which is a signatory to the Joint Powers Agreement establishing the California Joint Powers Insurance Authority.

Money Market: The market in which short -term debt instruments (bills, commercial paper, bankers’ acceptances, etc.) are issued and traded.

Negotiable: Term used to designate a security, the title to which is transferable by delivery.

Portfolio: Collection of securities held by an investor.

Principal: Describes the original cost of a security. It represents the amount of capital or money which the investor pays for the investment.

Purchase Date: The date in which a security is purchased for settlement on that or a later date.

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

City of Lake Elsinore
Investment Policy
June 11, 2024

13 Repurchase Agreement (Repo): Contractual arrangements between a financial institut ion or dealer and an investor. The investor puts up their funds for a certain number of days at a stated yield. In return, they take title to a given block of securities as collateral. At maturity, the securities are repurchased, and the funds are repaid with interest.

Safekeeping: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank’s vaults for protection.

Secondary Market: A market made for the purchase and sale of outstanding issues following the initial distribution.

Supra-nationals: Debt of an international or multilateral financial agency.

Treasury Bills: United States Treasury Bills which are short term, direct obligations of the United States Government issued with original maturities of 13 weeks, 26 weeks, and 52 weeks; sold in minimum amounts of $10,000 in multiples of $5,000 above the minimum. Issued in book entry form only, T-bills are sold on a discount basis.

Treasury Notes: Medium-term coupon - bearing U .S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities from two to ten years.

United States Government Agencies: Instruments issued by various United States Government Agencies most of which are secured only by the credit worthiness of the particular agency.

Yield: The rate of annual income return on an invest ment, expressed as a percentage. (a) Income Yield is obtained by dividing the current dollar income by the current market price for the security. (b) Net Yield or Yield to Maturity is the current i ncome yield minus any premium above par or plus any discount from par in purchase price, with the adjustment spread over the period from the date of purchase to the date of maturity of the bond.

Placement Service Deposits (PSD): A deposit is made with a California bank that uses a third-party service to divide a large dollar deposit into multiple pieces, each under the FDIC insurance limit. Each are then placed in banks across the nation in the third-party service’s network to ensure the full amount is covered by FDIC insurance.

City of Lake Elsinore
Investment Policy
June 11, 2024

14 INVESTMENT PROCEDURES

INTERNAL CONTROL GUIDELINES

OBJECTIVES OF INTERNAL CONTROL

Internal control is the plan of organization and all the related systems established by the management's objective of ensuring, as far as practicable:

• The orderly and efficient conduct of its business, including adherence to management policies.

• The safeguarding of assets.

• The prevention or detection of errors and fraud.

• The accuracy and completeness of the accounting records.

• The timely preparation of reliable financial information.

LIMITATIONS OF INTERNAL CONTROL

No internal control system, however elaborate, can by itself guarantee the achievement of management's objectives. Internal control can provide only reasonable assurance that the objectives are met, because of its inherent limitations, including:

• Management's usual requirement that a control be cost-effective.

• The direction of most controls at recurring, rather than unusual, types of transactions.

• Human error due to misunderstanding, carelessness, fatigue, or distraction.

• Potential for collusion that circumvents controls dependent on the segregation of functions.

• Potential for a person responsible for exercising control abusing that responsibility; a responsible staff member could be in a position to override controls which management has set up.

City of Lake Elsinore
Investment Policy
June 11, 2024

15 ELEMENTS OF INTERNAL CONTROL

Elements of a system of internal control are the means by which an organization can satisfy the objectives of internal control. These elements are:

1. ORGANIZATION

Specific responsibility for the performance of duties should be assigned and lines of authority and reporting clearly identified and understood.

2. PERSONNEL

Personnel should have capabilities commensurate with their responsibilities. Personnel selection and training policies together with the quality and quantity of supervision are thus important.

3. SEGREGATION OF FUNCTIONS

Segregation of incompatible functions reduces the risk that a person is in a position both to perpetrate and conceal errors or fraud in the normal course of duty. If different people handle two parts of a transaction, collusion is necessary to conceal errors or fraud. In particular, the functions that should be considered when evaluating segregation of functions are authorization, execution, recording, custody of assets, and performing reconciliations.

4. AUTHORIZATION

An appropriate responsible individual should authorize all transactions. The responsibilities and limits of authorization should be clearly delineated. The individual or group authorizing a specific transaction or granting general authority for transactions should be in a position commensurate with the nature and significance of the transactions. Delegation of authority to authorize transactions should be handled very carefully.

5. CONTROLS OVER AN ACCOUNTING SYSTEM

Controls over an accounting system include the procedures, both manual and computerized, carried out independently to ascertain that transactions are complete, valid, authorized, and properly recorded.

City of Lake Elsinore
Investment Policy
June 11, 2024

16 INVESTMENT PROCEDURES

CASH CONTROLS

PROCEDURES PERFORMED BY INTERNAL AND EXTERNAL AUDITORS WITH RESPECT

TO CASH RECEIPTS

A. City procedures and controls are reviewed. Some of the system strengths are:

1. Receipts are controlled upon receipt by proper registration devices.

2. Receipts are reconciled daily.

3. Amounts are deposited intact.

4. Bank reconciliations are reviewed.

5. Prompt posting of cash receipt entries in books.

6. Proper approval required for write-offs of customer accounts.

7. Checks are restrictively endorsed upon receipt or when run through cash register.

8. Adequate physical security over cash.

9. Individuals that handle cash do not post to customer account records or process billing statements.

10. Adequate supervision of Finance Department operations.

B. Significant revenues are confirmed directly with payer and compared with City books to make sure amounts are recorded properly.

C. Cash balances are substantiated by confirming all account balances recorded in books.

Bank reconciliations are reviewed for propriety and recalculated by the auditor. All significant reconciling items on bank reconciliations are verified as valid reconciling items by proving to subsequent bank statements.

City of Lake Elsinore
Investment Policy
June 11, 2024

17 Function Responsibility

1. Formal Investment Policy should be:
* Prepared By: Senior Accountant or Finance Manager
* Reviewed and Approved By: City Manager or his designee * Approved By: City Council

2. Develop Investment Strategy: Registered Investment Advisor

3. Investment Strategy should be approved
by:

City Manager or his designee

4. Execution of investment transactions: Registered Investment Advisor

5. Timely recording of investment
transactions:

Accountant, Senior Accountant or
Finance Manager (but reviewed by City
Manager or his designee)
Recording of investment transactions in
the City's records:

Accountant, Senior Accountant or
Finance Manager (but reviewed by City
Manager or his designee)
Recording of investment transactions in
the accounting records:

Accountant or Senior Accountant or
Finance Manager

6. Verification of investment, i.e., match
broker confirmation to City's records:

Senior Accountant or Finance Manager
(but reviewed by City Manager or his
designee)

7. Safeguarding of Assets and Records:

Reconciliation of City's records to the
accounting records:

Senior Accountant or Finance Manager
Reconciliation of City's records to bank
statements and safekeeping records:

Senior Accountant or Finance Manager
(but reviewed by City Manager or his
designee)

8. Annual review of (a) financial institution's
financial condition, (b) safety, liquidity,
and potential yields of investment
it t
City Manager or his designee

9. No less than an annual review of
investment portfolio as prepared by City
Manager or his designee:

Independent Auditors

Memorandum
To: Edwin Castro, City Treasurer
Nancy Lassey, Finance Administrator
Andrew Zavala, Senior Accountant
City of Lake Elsinore

From: Monique Spyke, Managing Director
Richard Babbe, CCM, Senior Managing Consultant
PFM Asset Management LLC

Re: 2024 Investment Policy Review
April 29, 2024

A t y o u r r e q u e s t , w e r e v i e w e d t h e C i t y o f L a k e Elsinore’s (the “City”) Investment Policy (the “Policy”), as part of the City’s annual review pr ocess. The City’s Policy is comprehensive and is consistent with the California Government Code (“Code”) statutes regulating the investment of public funds.

We are, however, recommending the City update the Policy’s language in Section 14 Asset- Backed Securities (ABS) to incorporate a minor Code revision that took effect January 1, 2024.

Senate Bill 882, Local Government Omnibus Act of 2023, made various minor edits to state statues, including a change to Code Section 53601(o). The Bill codified the common Code interpretation that mortgage-backed securities issued by federal agencies are excluded from the Code’s requirements described in Section 53601(o) for privately issued asset- and mortgage- backed securities. This change does not otherwise modify the Code’s or the Policy’s requirements for the purchase of agency mortgage-backed securities.

Please let us know if you have any questions or if you would like to set up a time to discuss.

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Recommendation
Approve and authorize the City Manager to execute Amendment No. 1 to the Agreement for On- Call Services with AK Security Alarm LLC for minor construction and repair services in an amount not to exceed $450,000.00 per fiscal year and extending the term in such final form as approved by the City Attorney.

Background
On August 8, 2022, the City prepared a request for proposals for On-Call minor construction and repair services. On September 13, 2022, the City Council approved an agreement with AK Security Alarm LLC for $405,000.00 ending September 13, 2023, with the option of two 1-year extensions. The City has exercised one of the options by extending the contract to September 13, 2024.

Discussion
On-Call contracts allow the City to mobilize construction and repair services quickly and efficiently under pre-negotiated terms and conditions. The City may require services due to an urgent matter or because the City is unable to provide or perform those services internally. For a city who needs to engage a general or specific construction and repair service, the benefits of having an on-call contract in place include:
- A wide span of technical expertise.
- Resource availability and flexibility.
- Commitments as needed for services.
- Accelerated procurement and authorization.
- Independent and objective assessments and proposals.

Amendment No. 1 AK Security Alarm LLC

Page 2 of 2 ends

- Validation of resolution-oriented actions.

The On-Call minor construction and repair services are essential to maintain city amenities and efficiently construct low-cost minor projects.

AK Security and Alarm has provided essential contractor services for various projects around the City. This contract will allow the contractor to perform a variety of on-call communication and electronic data repair and minor construction work. AK Security and Alarm has performed as both a contractor and sub-contractor on several large city and agency projects at the Rosetta Canyon Sports Park, Launch Pointe RV Resort, City Hall, The Neighborhood Community Center, The Anchor, and various other city projects.

This amendment ensures continued on-call minor construction and repair services support to immediate operational demands. The sustainment of these essential general requirements provides city-wide minor construction, rehabilitation, and immediate maintenance augmentation of repair services.

Fiscal Impact
Funds are budgeted in the Fiscal Year 2023-24 Annual Operating Internal Service Budget.

Attachments
Attachment 1 - Amendment No. 1
Exhibit A-1 - Proposal
Attachment 2 - Original Agreement
City Manager’s Office
AMENDMENT NO. 1

TO AGREEMENT FOR ON-CALL SERVICES
AK Security Alarm, LLC.

ON-CALL SERVICES
This Amendment No. 1 to Agreement for Contractor Services is made and entered into as of 6/11/2024, by and between the City of Lake Elsinore, a municipal corporation (“City), and AK Security Alarm, LLC., a limited liability company (“Contractor”).

RECITALS
A. The City and Contractor have entered into that certain Agreement for On-Call Services dated as of 9/13/2022, (the “Original Agreement”). Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement.

B. The Original Agreement provided for compensation to Contractor in an amount of four hundred five thousand dollars ($405,000.00).

C. The Original Agreement had a term of one year with two one-year renewal options, commencing on 9/13/22 and ending on 9/12/23.

D. The parties now desire to amend the term and increase the payment for such services as set forth in this Amendment No 1.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, City and Contractor agree as follows:

1. Section 2, Term, of the Original Agreement is hereby amended to read in its entirety as follows:

Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on September 13, 2022 and ending June 30, 2024. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Contractor not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

Contractor hereby agrees and acknowledges that any and all work or services performed pursuant to this Agreement shall be based upon the issuance of a Task/Work Order by the City. Contractor acknowledges that it is not guaranteed any minimum or specific amount of work or services as all work or services shall be authorized through a Task/Work Order issued by the City.

2. Section 3, Compensation, of the Original Agreement is hereby amended to read in its entirety as follows:

Compensation to be paid to Contractor shall be in accordance with the fees set forth in Contractor’s Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Contractor’s annual compensation exceed four hundred fifty thousand dollars and no cents ($450,000.00) without additional written authorization from the City.

Notwithstanding any provision of Contractor’s Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

3. Except for the changes specifically set forth herein, all other terms and conditions of the Original Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties have caused this Amendment No. 1 to be executed on the respective dates set forth below.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONTRACTOR”
AK Security Alarm, LLC.

City Manager
Date:

Oscar Gomez, Owner
Date: __
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney

Assistant City Manager
Attachments: Exhibit A – Contractor’s Proposal

EXHIBIT A
CONTRACTOR’S PROPOSAL
[ATTACHED]
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CITY OF LAKE ELSINORE

ON-CALL SERVICES

Lake Elsinore, CA
August 08, 2022
Akalarmsecurity.net
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Table of Contents
Cover Letter .............................................................................................................................................. 3 Corporate Office Information: ................................................................................................................ 3 Scope of Work ........................................................................................................................................... 4 ACTIVITIES ............................................................................................................................................ 4 TERM ..................................................................................................................................................... 4 Service Location: .................................................................................................................................. 4 Cost Proposal ........................................................................................................................................ 4

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COVER LETTER
AK Security Alarm LLC is pleased to submit an addendum to original contract from August 08, 2022, to extend existing services for the City of Lake Elsinore to include on-call services for the City of Lake Elsinore.

Our team of skilled professionals has extensive experience providing on-call services to a wide range of clients in the industry. AK Security Alarm LLC specializes in the design, installation, integration, and service of Security and fire alarm systems, and we also focus on Access Control systems and Closed- Circuit TV (CCTV) camera surveillance systems for residential and commercial applications.

AK Security Alarm LLC can provide you with a solution for your security system requirement, from a single-family home to larger estates or apartment complexes or small businesses to a larger industrial facility. We have a solution for your needs.

AK Security Alarm LLC works closely with partners all over our license areas. Through our partner operations, AK Security Alarm can reach out and help protect customers in locations that might otherwise be unavailable.

CORPORATE OFFICE INFORMATION:

AK Security Alarm LLC | Riverside
11521 Trailrun CT
Riverside, CA 92505
Email: [email protected]
Phone: 951-482-9526
http://aksecurityalarm.net
AK Security Alarm LLC is uniquely qualified to provide you with this Statement of Work to enhance the City's on-call services.

At AK Security Alarm LLC we take pride in providing high-quality services that meet the unique needs of our clients. Our team of professionals is experienced, knowledgeable, and skilled, which ensures that we deliver top-notch services every time. We also understand the importance of timeliness and will ensure that we respond promptly to all service requests.

We appreciate the opportunity to submit our proposal for on-call services for the City of lake Elsinore.

We are confident that we can provide the high-quality services you require at a competitive price. Please do not hesitate to contact us if you have any questions or require further information.

Authorized Signers:

Oscar Gomez
Owner
[email protected]
https://aksecurityalarm.net

4 | P a g e

SCOPE OF WORK
Under this proposal, our company will provide on-call services to the successor agency, which will include but not be limited to, Lead Installer and Journeyman(s) Services as required.

The services will be provided on an as-needed basis, and the hourly rate defined in the cost section of this proposal.

ACTIVITIES
• On-Call Services for the City of Lake Elsinore
TERM
• 12 months
• Time and Material, billed as incurred
SERVICE LOCATION:
130 S Main St
Lake Elsinore, CA 92530

COST PROPOSAL
Our pricing model is competitive and transparent and propose wholesale pricing on all services rendered.

By Expertise
Lead Technician $120/hr
Journeyman(s) $55/hr
5 | P a g e
AK Security Alarm, LLC.
11521 Trailrun Ct. Riverside, CA 92505
Email: [email protected]
Phone: 951-395-0006
License C10 #1005318 | ACO 7848

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Recommendation
Approve and authorize the City Manager to execute a Professional Services Agreement with Willdan Financial Services for a Cost Allocation Plan (CAP) and User Fee Study in an amount not to exceed $29,875 plus ten percent contingency of $2,988 as approved by the City Attorney.

Background
An updated CAP and User Fee Study and analysis is recommended every five years to address a growing city's evolving needs. On May 7, 2024, the City requested a proposal from Willdan Financial Services to provide an updated CAP and User Fee Study. The City engaged Willdan in 2015 to perform a CAP, User Fee Study, and Development Impact Fee Study, which was adopted in 2018.

Discussion
A Cost Allocation Plan is a comprehensive study that determines the fair and equitable allocation of the cost of the City's central administrative functions: City Administration, Finance, Human Resources, City Clerk, and City Attorney. The study will analyze each function, determine its cost, and develop the appropriate allocation bases necessary to distribute costs to the receiving operating departments within the City. The City employs a Cost Allocation Plan to spread administrative costs, but needs updating. A User Fee Study is conducted to accurately, fairly, and reasonably determine the total cost for City departments to provide services to the individuals and businesses within the community, such as plan checks, inspection, permitting, and other development-related services. As part of a general cost recovery strategy, local governments adopt user fees to fund programs and services that provide limited or no direct benefit to the community. As cities struggle to maintain service levels and demand variability, they have become 2024 Willdan Financial Services

Page 2 of 2 ends

increasingly aware of subsidies provided by the General Fund and have implemented cost- recovery targets.

Unlike most revenue sources, cities have more control over the user fees they charge to recover costs or the subsidies they can institute. The recent trend for municipalities is to update their fee schedules to reflect the actual costs of certain public services primarily benefitting users. User Fees recover costs associated with providing specific services benefiting the user, reducing the use of General Fund monies for such purposes. In addition to collecting the direct cost of labor and materials associated with processing and administering user services, it is common for local governments to recover support costs. Support costs relate to a local government's central service departments that are properly allocable to the local government's operating departments. Central services support cost allocations were derived from the City's Cost Allocation Plan. As labor effort and costs associated with the provision of services fluctuate over time, a significant element in the development of any fee schedule is its flexibility to remain current. Approval of the fee study will not constitute approval of any new fees. The City Council must separately approve any new or increased fees that the fee study may recommend following appropriate notice and hearing as requirements.

Fiscal Impact
Funds are budgeted in the FY23-24 Annual Operating Budget.

Attachments
Attachment 1 – Willdan Professional Services Agreement
Attachment 2 – Proposal LE Cap User Fee
Willdan PSA.docx Page 1

AGREEMENT FOR PROFESSIONAL SERVICES

WILLDAN FINANCIAL SERVICES

COST ALLOCATION PLAN AND USER FEE STUDY UPDATE
This Agreement for Professional Services (the "Agreement") is made and entered into as of May 28, 2024, by and between the City of Lake Elsinore, a municipal corporation ("City"), and Willdan Financial Services, a Corporation ("Consultant").

RECITALS
A. The City has determined that it requires the following professional services:

Update the Cost Allocation Plan and User Fee Study
B. Consultant has submitted to City a proposal, dated May 16, 2024, attached hereto as Exhibit A ("Consultant's Proposal") and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement.

C. Consultant possesses the skill, experience, ability, background, certification, and knowledge to perform the services described in this Agreement on the terms and conditions described herein.

D. City desires to retain Consultant to perform the services as provided herein, and Consultant desires to provide such professional services as set forth in this Agreement.

AGREEMENT

1. Scope of Services. Consultant shall perform the services described in Consultant's Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant's Proposal, subject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance.
a. Time of Essence . Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by the Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant's Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant 's Proposal (Exhibit A). When requested by the Consultant, extensions to the time period(s) spe cified may be approved in writing by the City Manager.

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c. Term. The term of this Agreement shall commence upon execution of this Agreement and shall continue until the services and related work are completed in accordance with the Consultant's Proposal (Exhibit A).

3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultants' Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's compensation exceed Twenty-Nine Thousand Eight Hundred Seventy-Five dollars ($29,875.00) without additional written authorization from the City. Notwithstanding any provision of the Consultant's Proposal to the contrary, out-of-pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by the City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant's bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay the Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks . At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant 's personnel who perform work required by this Agreement , including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, to confirm that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City reasonably determines that any of Consultant's prospective or current personnel is deemed objectionable, then the City may notify the Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement and, if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
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 Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement unless the notice provides otherw ise. If the City suspends or terminates a portion of this Agreement, such suspension or termination shall not void or invalidate the remainder of this Agreement.
b. If this Agreement is terminated pursuant to this Section, the City shall pay the Consultant 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 Consultant will submit an invoice to the City under Section entitl ed "Method of Payment" herein.

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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, documents, and other writings prepared by and for Consultant, its officers, employees, agents, and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or any other party . Consultant shall, at Consultant 's expense, provide such reports, plans, studies, documents, and other writings to City upon written request. City shall have sole determination of the public's rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data") . Consultant shall require that all subcontractors agree in writing that the City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement . Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation or warranty regarding Documents & Data prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data created by or provided to the Consultant in connection with the performance of this Agreement shall be held confidential by the Consultant. Without the City's prior written consent, Such materials shall not be used by the Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement .

Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs relat ing to the project for which Consultant 's services are rendered, or any publicity pertaining to the Consultant 's services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

8. Consultant's Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to City for a minimum period of th ree (3) years, or any more extended period required by law, from the date of final payment to Consultant to this Agreement.

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b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or any more extended period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained according to this Agreement shall be made available for inspection or audit during regular business hours upon written request by the City Manager, City Attorney, City Auditor , or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at the Consultant's address indic ated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment , or termination of Consultant 's business, City may, by written request by any of the above- named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall . Access to such records and documents shall be granted to any party authorized by the Consultant, Consultant's representatives, or Consultant's successor-in-interest.

9. Independent Contractor.
a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's off icers, employees, or agents, except as set forth in this Agreement. Consultant 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 . Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

10. PERS Eligibility Indemnification . In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of C onsultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. Interests of Consultant . Consultant (including principals, associate s and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered

Page 5 ends

by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant 's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)

12. Professional Ability of Consultant
. City has relied upon the professional training
and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant 's field of expertise.

13. Compliance with Laws.
a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members.
b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license.

14. Licenses
. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license.

15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of

Page 6 ends

law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and t hat it is a material element of consideration.

16. Insurance Requirements
.
a. Insurance. Consultant, at Consultant 's own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City's Risk Manager, the following insurance policies.
i. Workers' Compensation Coverage . Consultant shall maintain Workers' Compensation Insurance and Employer 's Liability Insurance for his/her employees in accordance with the laws of the State of California . In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor 's employees. Any notice of cancellation or non -renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker 's Compensation Insurance and Employer 's Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage . Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occ urrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.

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iii. Automobile Liability Coverage . Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non- owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.

Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 ("any auto"). No endorsement may be attached limiting the coverage.
iv. Professional Liability Coverage . Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant 's profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant 's services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants . The amount of this insurance shall not be less than one mil lion dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers' Compensation and Professional Liability, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.

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c. Deductibles and Self -Insured Retentions. Any deductibles or self -insured retentions must be declared to and approved by the City . At the City's option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein .

Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.

17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530

If to Consultant: Willdan Financial Servics
Attn: Chris Fisher
27368 Via Industria, Suite 200
Temecula, CA 92590

18. Assignment and Subcontracting . The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B . Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of t he work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractor s. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.

19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

20. Litigation Expenses and Attorneys ' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.

Page 9 ends

21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the cost s of mediation equally . If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators . Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.

22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability . For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

23. Equal Opportunity Employment . Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

24. Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects.

Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applic able, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non- payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

26. Controlling Law Venue . This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.

27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to

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make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.

28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

29. Entire Agreement ; Incorporation; Conflict . This Agreem ent contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant's Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this A greement shall take precedence over those contained in the Consultant's Proposal.

30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.

[Signatures on next page]

Page 11 ends

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.

"CITY"
CITY OF LAKE ELSINORE, a municipal
corporation

City Manager

ATTEST:

City Clerk

APPROVED AS TO FORM:

City Attorney

Assistant City Manager

"CONSULTANT"
Willdan Financial Services, a Corporation

By: Chris Fisher
Its: Vice President/Director

Attachments: Exhibit A – Consultant's Proposal
Exhibit B – List of Subcontractors

EXHIBIT A

CONSULTANT'S PROPOSAL
[ATTACHED]

EXHIBIT B

LIST OF SUBCONTRACTORS

[ATTACHED]

Proposal for
City of Lake Elsinore
Cost Allocation Plan & User Fee Study

T 951.587.3500 ▪ 800.755.6864 | F 951.587.3510 ▪ 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 | www.willdan.com i May 16, 2024
Ms. Shannon Buckley submitted via email: [email protected] Assistant City Manager
City of Lake Elsinore
130 South Main Street
Lake Elsinore, California 92530
Re: Proposal to Conduct a Comprehensive User Fee Study and Cost Allocation Plan for the City of Lake Elsinore
Dear Shannon:

Municipalities throughout California are constantly challenged to do more with less. As cities are faced with limited financial resources to address competing priorities, they strive to maintain high standards of service to their communities. Processes and staffing often evolve as staff seek efficiencies and more cost-effective service models; or sometimes practices change out of necessity in response to events such as the recent pandemic.

Considering this, it is critical for the City of Lake Elsinore (“City”) to ensure that fees for requested services reflect current practices, account for the true cost of providing City services, incorporate provision for overhead rates and costs related to indirect support, and ensure maximum appropriate cost recovery, so that the revenues generated by fees cover the cost of those services to the greatest extent possible. City Staff, and ultimately the City Council, need a clear understanding of standards, service levels and the associated costs.

Recognizing this, the City has requested a proposal for a Comprehensive User Fee Study and Cost Allocation Plan.

Collaborative Approach , Commitment to Support and User - friendly Models and Reports — Willdan prides itself on working closely with City staff to develop and explain an approach that is targeted toward your specific objectives, This is a distinct advantage we will bring in our approach with the City of Lake Elsinore . A collaborative approach and dedicated support ensures we clearly understand your goals and challenges , and just as importantly, you understand and are comfortable with the process , assumptions, key drivers, and the results.

We create user -friendly Excel -based models that the City can retain and conduct our analysis and develop the model collaboratively with City staff. Rather than using an inflexible proprietary software program, we construct our models from the ground up, mirroring the City’s budget format wherever possible. As a result, the information contained in our models is easy for City staff to interpret, and the familiar software ensures ease of navigation.

We are excited about this opportunity to once again serve the City of Lake Elsinore. To discuss any aspect of our proposal, please contact me at (951) 587-3500, or via email [email protected]; or Tony Thrasher at (951) 587-3530 or via email at [email protected].

As a Vice President of Willdan Financial Services, I am authorized to bind the firm to the terms of this proposal, as well as the subsequent agreement.

Respectfully,

WILLDAN FINANCIAL SERVICES

Chris Fisher
Vice President / Director
Our Cost Allocation methodologies and
models have been reviewed and approved
by Cognizant Agencies such as the US
Army and recently, the US Department of
Housing and Urban Development,
providing evidence of our thorough and
defensible approach to the development
of Cost Allocation strategies.

Cost Allocation Plan and Comprehensive User Fee Study 1

City of Lake Elsinore, California
Scope of Services
Project Understanding
As one of the only firms combining decades of experience in these three areas of expertise under one roof, without the need for subconsultants, Willdan Financial Services (“Willdan”) is confident that we can meet the City of Lake Elsinore’s (“City”) request for services for a Cost Allocation Plan (“CAP”) and Comprehensive User Fee Study.

The first objective of this project will be to review, evaluate and update fees and charges for services, calculate the true cost of providing community services and programs supported by these fees, examine and verity the relationship between the cost of services and the fees, recommend fees to be charged and cost recovery strategies, and recommend additional fees where appropriate. These activities will support the goal of providing a well-documented and legally defensible cost of service plan, to help maximize the recovery of costs associated with providing these services.

A second related objective is to create a CAP that defensibly allocates the cost of indirect overhead support services to operating functions, to ensure the City has a basis for applying appropriate overhead rates to calculate the full cost of services, that fees include provision for overhead costs, and so the City has overhead rates that can be used for federal and state grants and reimbursements from other governmental agencies. The overhead allocations determined in this process will be a foundational step in calculating the full cost of services and establishing User Fees.

The end products will include user-friendly Excel-based models, which City staff will retain, and which can be easily updated to add or remove services and/or costs, update budgets in future years, determine the proper allocation of expenditures, and on -going full cost of services provided by the City. Most importantly, we will ensure that the results and recommendations are clear and understandable, defensible, and easily implementable.

For these studies, we will meet directly with departmental representatives at the City at the beginning of the project, to discuss the approach and process for the studies. Discussions will include ways to combine tasks and efforts among the cost allocation plan and user fee study components to maximize efficiencies and ensure adherence to specified timelines.

A key building block of the calculation of updated fees is the development of defensible indirect overhead rates that reflect the cost of support services provided by the City’s central service departments to the operating groups that provide end - user services to the public and customers of the City.

The completion of a CAP is a key component and first step in the analysis necessary to calculate the cost of providing services. A well thought out CAP ensures that indirect costs associated with central overhead services, such as finance or city clerk, are appropriately allocated to operating departments, and ultimately included as a cost component of fees for services . We will work collaboratively with City staff to review the City’s existing CAP, and evaluate and update existing cost categories, allocati on bases and the overall methodology, and discuss with staff changes or modifications they may find valuable. We will identify the overhead support services that are provided to operating departments in Lake Elsinore and develop a fair and defensible means of allocating these costs. Our unique model allows us to provide a CAP that will also be compliant with 2 CFR Part 200 Federal regulations related to cost reimbursement and grant funding, formerly known as OMB A-87 and 2 CFR Part 225 guidelines, which have now been superseded by the Omni Circular. The new circular did not complete ly overhaul the guidelines, and the intent is still the same, but it did add new limitations to consider and incorporate into a compliant CAP.

Our objectives for the User Fee Study will be to complete a comprehensive review of the City’s User Fees, calculate the full (100%) cost of providing services for which fees are charged, and recommend cost recovery strategies and fee levels that balance full cost recovery with local policies and community dynamics. The final goal will be to arrive at a well-documented and legally defen sible fee schedule that complies with Prop 218, Prop 26, and the Mitigation Fee Act . For the User Fee Study, we will work di rectly with personnel at the City who provide services and interact directly with residents and customers, to understand the personnel and procedures involved. By carefully examining these processes, we will be able to identify associated costs such as dir ect staff costs (salaries and benefits) and contract staff costs associated with personnel involved in the activities, and appropriate overhead allocations from both the department and city levels.

For a successful and effective engagement, it is important to have a thorough understanding of specific City policies and objectives, the structure and organization of the City, and the relationships between the central and operating departments.

We bring years of successful experience working directly with hundreds of cities throughout California . Willdan possesses the resources, practical experience, creative thinking, and collaborative consulting skills necessary to complete this important project.

Rather than a costly and inflexible
proprietary software, which can require
expensive licensing fees, Willdan builds
models utilizing Excel, from the ground
up, employing the City’s budget as the
gauge. This model, which is then the City’s
to retain, gives City Staff the control to
make on-the-fly adjustments and updates.

Cost Allocation Plan and Comprehensive User Fee Study 2

City of Lake Elsinore, California
Key distinct advantages that Willdan brings to the City include the following:

Public Engagement
Our models and project approach are geared toward delivering our work on schedule and presenting our analysis results at public meetings and Council workshops. While we understand that the City Council and local business community may be generally supportive of increasing fees where necessary, it will be important to present recommendations to them in a way that clearly demonstrates the rationale and supporting analysis.

User-friendly Models and Reports
Willdan prides itself on creating user -friendly Excel-based models that the City can retain and conducting our analysis and developing the models collaboratively with City staff. With City staff’s immediate input and collaboration, Willdan will design extremely flexible, intuitive Excel-based models.

In the future, as the City assumes new responsibilities, modifies existing processes, and/or eliminates unnecessary services or programs, the models will be capable of adding or deleting funds, objects, departments, programs, staff positions, and activities.

Willdan understands that issues facing the City are unique; consequently, we design our models to match your immediate and desired needs to ensure that end-results exceed staff expectations rather than using an inflexible proprietary software.

These models are then the City’s to retain, after our services are completed, and allows for the creation of revenue projections, highlighting potential new revenues, and levels of subsidy.

Project Methodologies
The following describes our proposed approach, and work plan to conduct a Comprehensive User Fee Study and Cost Allocation Plan.

Cost Allocation Plan Methodology
The purpose of this cost allocation plan engagement is to ensure that the City is maximizing the allowable recovery of indirect overhead costs from identified operating departments, as well as enterprise and other chargeable funds.

A sound cost allocation plan is also a foundational element in the development of internal hourly rates, including position billing rates. We will work closely with staff in identifying the proper balance of allocation factors appropriate for the City so that the City has a method of identifying and distributing administrative costs that is fair, comprehensive, well documented, and fully defensible.

We will work collaboratively with City Staff in the development of this model to verify that our assumptions are sound and accurate, given specific City characteristics. Further, we will ensure that appropriate allocation factors are selected for various City functions and enterprises to ensure that the overall allocation strategy is tailored for the City of Lake Elsinore.

Cost allocation studies should be simple in concept and form.

Our plans are not over -complicated, can be easily understood by non -finance-oriented individuals, and are readily presentable to elected officials, appointed finance committees and the public.

We deliberately design our cost allocation models to quickly and easily transition from a simple model to a progressively more inclusive plan. The logical step -by-step presentation of our plans fosters confidence in their results and facilitates adoption and implementation.

The allocation models utilize an iterative method which is the most accurate allocation methodology. Unlike a direct or “step-down” methodology, an iterative method uses the chosen distribution bases and allocates central service costs iteratively until al l allocable costs have been distributed. Using this method, the model can detail the allocation for each central function individually for complete transparency and accountability, while removing bias that might result from the order in which allocations occur in a step-down approach.

A direct methodology is essentially a one -iteration methodology, while a step -down method is typically only two iterations and is less precise and unable to accurately track the allocations from start to finish.

Approach for Managing the Project
Willdan’s “hands-on” supervision of Cost Allocation Plan studies, include the following methods:
▪ Effective Project Management — Principal-in-Charge Chris Fisher will manage the entire project with an eye toward high responsiveness, while ensuring that all stakeholders are “on board” with the direction of the project, as well as with the final results. Mr. Fisher will ensure that re gular status updates are provided to City staff, conference calls are scheduled, and that in-person meetings are conducted (as necessary).

The models will be developed to
allow the City to run “what -if”
scenarios to address possible
changes in staffing levels,
working hours, etc.

Cost Allocation Plan and Comprehensive User Fee Study 3

City of Lake Elsinore, California
▪ Adherence to Time Schedule — Willdan recognizes that the use of “timelines” is highly effective in meeting all required deadlines. To keep the project on schedule, there are several tasks that must be completed in a timely manner.

Therefore, we will present a project timeline at the kick-off meeting that should be closely followed.

Approach in Communicating with the City
Willdan staff is accustomed to interfacing with local government councils, boards, staff, community organizations, and the public in general in a friendly and helpful manner; we are always mindful that we represent the public agency.

We are sensitive to the need of delivering a quality product, with the highest level of service and professionalism. Therefore, as the work on the project progresses, we understand that it will be necessary for our staff t o work closely with you and City personnel. To accomplish this, we employ a variety of tools, including monitoring project status and budget costs; and ensuring effective communication through several options that are based on the City’s preferences.

Experience with Development Service Processes
A unique aspect of our firm is our relationship with our Engineering Division. For many agencies throughout California and other Western states, this division provides contracted services in planning, engineering, and building and safety. When conducting cost recovery studies, we regularly consul t with our engineering and land -development staff of experts on development-related issues. By working with our planners, engineers, and building officials, we understand development - related agency service procedure s and workflow functions, which often make the entire user fee study process smoother for your staff.

Comprehensive User Fee Study Methodology
To comprehensively update fees, the City should develop a comprehensive user fee schedule that accurately accounts for the true cost of providing services. Once the study is complete, the fee study model must be flexible so that the City can add, delete, and revise fees in the future. To meet this goal, we will bring our expertise and unique perspectives to your fee study by approaching the project with these three principles:
1) Defensibility
Our user fee projects have not been legally challenged since the inception of this practice area in our firm. We have accomplished this by closely working with legal counsel familiar with user fee studies, our engineering division and with agency staff. In this way, we can tailor the correct approach to ensure full cost recovery combined with a sound and reasonable basis for each user fee you implement.

While Proposition 218 does not directly apply to non -property-related fees, we employ principles from this important constitutional article to make certain that your user fee and rate schedule is developed with fairness, equity, and proportionate cost recovery principles in mind. With the addition of Proposition 26, Willdan will review each analyzed user fee for compliance and appropriateness to ensure continued defensibility. 2) Project and Staff Time
The City must have a sound and technically defensible fee schedule to ensure costs are appropriately recovered, as applicants approach the City for its services. Our standards and approaches serve to get to the issues of your fee study quickly.

Starting with the project kick-off, we will make certain that your staff understands the purpose and scope of the study and its corresponding departmental interview. As Willdan is able to communicate directly with the service providers, this face - to-face interaction provides valuable updates to the previous study’s time estimates. 3) Responsiveness
We take great pride in providing responsive service to our client agencies. Frequent communication is critical to a successful user fee study experience. We will provide a list of data requirements in advance of the project kick -off so that the introductory meeting can focus on the survey input process, answering questions, determining policy goals, and defining next steps in the project. We will follow up weekly with you at each step in the fee study process to make sure that staff “buys in” to the fee study approach and results.

Approach
Our approach to preparing the user fee study and documentation for Lake Elsinore includes:
▪ Close coordination with your staff to devise a consensus approach. Different programs and/or different service delivery methods will necessitate different approaches. We will discuss specific pros and cons with City staff as we determine which methods work best for each fee category;
▪ Strict adherence to key legal and policy issues with regard to user fees, including the percent of cost recovery that the City seeks to achieve. A user fee shall not be set higher than the reasonable cost of providing a fee-generating service.

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City of Lake Elsinore, California
Our approach provides you with a fee schedule that achieves maximum legal cost recovery while ensuring that each fee is supported by technically defensible documentation; and ▪ Technical analysis necessary to ensure State compliance, and to anticipate and resolve potential policy issues using a combination of industry standards as well as City specific methods.

As described below, there are two basic approaches to calculating user fees:

Approach 1: Case Study Method
This is also sometimes referred to as a cost build -up
approach. Using a time and materials approach, the “Case Study Method” examines the tasks, steps and City staff
involved in providing a particular ‘unit’ of service, such as a permit review, and then uses that information to develop estimates of the actual labor and material costs associated with providing a unit of service to a single user. It is often used when a service is provided on a r egular basis, and staff and other costs associated with the serv ice can be segregated from available budget data.

A typical case study fee model should comprise the following three general cost layers:
1) Central Services Overhead: This category may involve such costs as labor, services, and supplies that benefit more than one department, division, or project. The exact benefits to specific areas are impossible to ascribe to a single activity.

Examples are purchasing, human resources, and liability insurance. As part of the user fee study , these costs are calculated in the overhead cost review.
2) Department Overhead: This category may include
expenses related to such items as office supplies, outside consultants, and membership dues. It may include
management, supervision, and administrative support that are not provided to a direct fee-generating service. Typically, these items are charged, on an item-by-item basis, directly to the department, division, or project.
3) Personnel Costs: This category refers to direct salary and benefit costs of staff hours spent on providing a fee-generating service (e.g., on-site building inspector).

Approach 2: Average Cost Method
This is also sometimes referred to as a programmatic approach, because it looks at costs at a program level, and then allocates them to participants on an occurrence basis. By taking total service costs across a sub stantial sample period (a year) and dividing by the total number of service units delivered over that same period, costs per unit of service is estimated.

This approach is useful when services or programs are provided in a more aggregate manner, where it might be difficult to identify a specific sequence of steps associated with one user or participant; or where it is not feasible to cost -effectively segregate costs associated with specific activities.

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City of Lake Elsinore, California
Work Plans
Our proposed work plans, described in detail by task, are provided below. We explain how each task will be accomplished and identify associated meetings and deliverables. We want to ensure our scopes of work provides quality and clarity and is responsive to the City’s needs and specific local circumstances. We will work in concert with the City to adjust scopes as needed during the course of the studies.

Cost Allocation Plan
This proposed scope of services addresses the completion of both the full and OMB compliant versions of the Cost Allocation Plan (CAP). We have noted where activities specific to the OMB compliant plan occur.

Task 1: Initial Document Request
Objective: Initial due diligence.

Description: Prior to the kick-off call, relevant documentation will be obtained and reviewed. As necessary, specific data may be requested to better understand any changes that have occurred withing the City’s internal structure since our completion of the previous CAP. A written request for specific data will be sent to the City. The data provided in this task will provide the building blocks for later model development.

Our request may include (but is not limited to):
▪ Detailed budget and accounting data;
▪ Data related to various allocation bases that may be used in the study and incorporated as part of the methodology, i.e., City Council agenda frequencies by department, AP/AR transactions by department, IT equipment distribution by department, etc.;
▪ Prior year’s financial data, salary, position, and staffing data; Deliverables: Willdan: Submit information request to City.

City: Provide requested data to Willdan (prior to Task 2, Kick-off Call/Refine Scope). We will follow up with the City to confirm in writing the data that we have received, or which is still outstanding.

Task 2: Kick-off Conference Call / Refine Scope
Objective: Confirm project goals and objectives. Identify and discuss policy matters related to the study and determine appropriate fee categories.

Description: Willdan will begin this portion of the project with a discussion of the City’s exiting Cost Allocation Plan or methodology. We will identify and discuss policy implications typically raised in conjunction with these studies and address data gaps in order to gain a full understanding of the City’s goals for the cost allocation plan. We will establish effective lines of communication and processes for information gathering and review. We will also discuss costs that may not be allocable for OMB p urposes, and the potential impact on the OMB version of the CAP.

During this call, we will ask that the City assign a project manager to serve as its primary contact. The selected City project manager will ensure that available data is provided to Willdan in a timely manner, thereby maintaining adherence to the project’s schedule.

Meetings: One (1) project kick-off conference call to initiate the project, discuss data needs and methodologies and to address policy issues. We would propose conducting the user fee study kick -off during this same call, to maximize efficiency and cost effectiveness of staff and Willdan time.

Deliverables: Willdan: If needed, a revised project scope and schedule.

City: Provide further data requirements and select / introduce City’s project manager.

Task 3: Update Staffing Information and Update Cost Allocation Plan Model Description: This task involves the gathering of specific information, directly from City staff, through interviews and discussion, related to any change in the functions served by indirect staff and the departments served by their activities.

This task also focuses on the updating of, and/or adjustment of existing, allocation bases, and the development and testing of a model that will ultimately be used to calculate the proper cost allocations derived from data gathered in prior tasks. We will update the model that reflects current practices and service models and structures within the City and identifies the total costs of providing indirect overhead support services and allocates them to operating groups and functions.

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City of Lake Elsinore, California
The model will also be developed to allocate only those costs eligible under Title 2 CFR Part 200. This is accomplished by loading relevant data into the model, identifying which costs are not allocable under the OMB guidelines. The OMB Super Circular compliant model is valuable as the City may receive Federal or State grant funding that mandates compliance with Federal OMB regulations.

The model will include flexibility to add or delete support service and/or operating groups as changes occur and also the ability to adjust the model and the results annually for inflation, salary, and benefit increases, as well as contract rates.

The model and methodology will produce indirect cost rates and overhead percentages. These rates will be used to develop the full hourly cost of City Staff and will be suitable for a variety of uses, including incorporation into the User Fee Study’s fully burdened personnel rates, billing to CIP projects, and in the OMB Super Circular compliant CAP, to Federal grants.

Meetings: Online meetings with staff to understand structure and operations as model and allocation bases are developed. Key staff will be interviewed , as necessary, to best understand central overhead staffing and functions and the departments served.

Deliverables: Willdan: One (1) user-friendly model in Microsoft Excel format that provides both a full cost allocation plan and an OMB Super Circular compliant cost allocation plan.

Task 4: Test and Review Cost Allocation Methodology
Objective: Test and review model and results with City.

Description: The draft cost allocation plan model will be reviewed with City staff, and adjusted as necessary, to ensure that preliminary allocations provide an accurate depiction of how the central overhead costs should be borne by the operating programs and funds.

Over the past several years, we have successfully integrated online meetings by using WebEx ™ as an element to our approach. This allows us to remotely guide staff through the model review and allows you the opportunity to interactively change inputs and test approaches.

Meetings: One (1) online meeting and demonstration with City Staff to review the model , and present to the City’s management group for feedback.

Deliverables: Willdan and City: Draft cost allocation plan model review.

Task 5: Prepare and Present Draft Report
Objective: Prepare the draft cost allocation report.

Description: This task involves the draft report preparation.

The cost allocation plan’s background, model methodologies, and results will be discussed; calculations and supporting data will be presented textually and in easily understood tables and provided to the City.

Meetings: One (1) virtual meeting to present the draft report to City Staff and assist in presenting the results to the City’s management group for review and feedback.

Deliverables: Willdan: Draft report for City review and input.

City: Review of draft report, with comments, and edits.

Task 6: Discuss and Revise Report
Objective: Review of draft report, cost distribution methods, and model.

Description: An in-depth review of the draft report and model will be conducted to arrive at an optimum allocation method for each expenditure type. Often, through the course of an engagement, comments usually revolve around issues of understandability; appropriate levels of enterprise funds’ cost recovery, etc.; ease of calculation; and overhead costs’ distribution methods.

Our reports are structured to include both the full and OMB compliant plan, but in the course of review if a separate report is desired for each or just one of the plans, they will be split.

Following a round of comments from City staff and Management concerning the draft report, the final report will be prepared for presentation to the Council.

Meetings: One (1) conference call with City staff to review the report with changes and revisions.

Deliverables: Draft report, and revised draft/final report.

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City of Lake Elsinore, California
Task 7: Prepare and Present Final Report and Model
Objective: Prepare and present the final report to City Council. Educate City staff on the operation and use of the model for future modifications.

Description: This task is the culmination of the cost allocation plan project. Based on staff comments on the draft report, Willdan will prepare the final report for presentation to Finance Director, City Manager, City Staff , and City Council, if necessary.

Meetings: One (1) meeting to assist the City’s management group with the presentation of the results and plan to the City Council. This meeting would be held in conjunction with the presentation of the User Fee study results.

We will also provide staff instruction on the operation and use of the model.

Deliverables: Willdan: Provide one (1) electronic PDF file copy of the final report, on USB, and models and two (2) bound copies to the City. Using Microsoft Word and Excel, an updateable electronic copy of the study and models, as well as related schedules, will also be provided on CD/ROM.

Comprehensive User Fee Study
Task 1: Initial Document Request
Objective: Initial due diligence; obtain study-related data.

Description: Prior to the kick -off meeting, we will obtain and review relevant documentation to further enhance our understanding of the services, fees, and rates to be studied. A written request for data will be sent to the City. Please note that Time Survey data is not part of this request and will be gathered during the interviews described in Task 5.

We will request information and documentation on current fees and fee programs, activity levels, and budget and staffing information (to the extent not already available) related specifically to programs and activities which have associated fees, and for which the City has this level of detail.

Deliverables: Willdan: Submit information request to City.

City: Provide requested data to Willdan (prior to Task 3, Kick -off Meeting/Refine Scope). As with the cost allocation plan, we will follow up with the City to confirm receipt of requested data and information and highlight data elements that are outstanding.

Task 2: Update Inventory of Current and Potential Fees Objective: Willdan will identify a schedule of fees and methodology for calculating the fees based on the prior study.

Description: Based on the results of the initial document request and independent research, incorporate into our model the existing fees, provided by the City, to comprise the parameters of the fee study.

Meetings: It is possible that a conference call with the City may be necessary to discuss new fees to implement or existing fees that may no longer be required.

Deliverables: Willdan: One (1) draft list of current fees based on initial data provided (to be discussed and finalized during the kick-off call).

City: Review completed fee schedule with comments/revisions to be discussed during the kick-off meeting.

Task 3: Kick-off Conference Call / Refine Scope
Objective: Confirm goals and objectives for the User Fee Study. Identify and policy matters typically related to a User Fee Study, address gaps in data, and refine appropriate existing or new fee categories (based on Task 2).

Description: Verify our understanding of the City’s goals, the City’s cost -recovery policy for user fees, and to fill any gaps in data/information necessary for the project. It is important for the City and Willdan to identify and address any foreseeable problems and maintain open communication throughout the process.

During this call, we will ask that the City identify a project manager who will serve as the primary contact for the project. The project manager shall have responsibility for ensuring that all available data is provided in a timely manner, thereby maintaining adherence to the project’s schedule.

Meetings: One (1) project kick -off call to initiate the entire project, discuss data needs, and address policy implications. This will be held in conjunction with the kick -off for the cost allocation plan. As mentioned in the cost allocation plan work plan, we suggest combining the kick-off calls to increase efficiency.

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City of Lake Elsinore, California
Deliverables: Willdan: 1) Revised project scope and schedule (if needed); and 2) brief summary of policy decisions (if needed).

City: 1) Provide further data needs; and 2) determine/introduce City’s project manager.

Task 4: Update User Fee Model
Objective: Update and test model.

Description: This task involves the development of the model ultimately used to calculate the fees, based on data and information gathered in previous tasks and in the Time Survey Update Interviews described in Task 5. To ensure that City policies are met through the imposition of the calculated fees, the model will be formatted to include appropriate costs.

Key model inputs will include staff and allocated overhead costs per position, and relevant budget data on salaries and benefits. Most of this information will be developed during the cost allocation plan phase of this project and will be incorporated dir ectly into the user fee model. We will request clarification and/or additional data if necessary.

The model will build upon the cost allocation plan results, to provide an allocation of administrative and overhead costs to fee related activities and departments providing services to customers, so that fees and billable rate schedules incorporate applicable costs. Furthermore, the fees and rates charged to customers will also reflect the cost of the services being provided, to the extent possible given policy and/or political considerations.

Deliverables: Willdan: One (1) user-friendly model in Microsoft Excel format, which, when finalized, City staff can use to calculate fee changes annually, or as often as deemed appropriate by the City Council.

Task 5: Time Survey Update Interviews and Information Gathering Objective: Meet with City staff to review prior time surveys, gather data and information necessary to understand service delivery processes.

Description: In order to assist staff with the completion of the review, we will schedule one ( 1) day of meetings with staff; however, the number of meetings needed may vary depending on the number of staff and departments involved.

The Willdan Team will conduct meetings with supervisors/managers, as well as other staff, as deemed appropriate and/or necessary, from each organization involved in the user fee study to update the average time required by City staff to provide each of the services for which a fee is collected.

The fee model is designed so that full cost recovery fees are calculated immediately upon input of staff time. These full costs are also compared to current cost recovery levels.

This will allow Willdan and City staff to conclude with a final meeting to review the draft full cost recovery fees and adjust any times as necessary once all information has been compiled and input into the fee model. We will schedule the interviews with staff to minimize any disruption to their normal workflow.

Meetings: One (1) business day of meetings/staff interviews. Depending upon circumstances and availability, we may discuss the option with City Staff of conducting these meetings via WebEx or Zoom. In recent years city staff have become familiar and comfortable with virtual meeting methods, and there are advantages to this approach. We can share our fee model during the meeting to review data inputs and needs, clarify questions, demonstrate results and make on-the-fly adjustments.

Virtual meetings also provide more flexibility in scheduling, and scheduling in much shorter term, as opposed to getting everyone available on a single day. In person meetings can have value, and are preferred by some cities, so we will discuss both options and proceed based on the City’s preference.

Deliverables: Willdan and City: Time surveys and draft full cost recovery fees.

Task 6: Data Analysis and Final User Fee Schedule
Objective: Incorporate information obtained from department meetings to fully develop model, calculate the full cost of service and compare full cost to current level of cost recovery.

Description: We will update the model, based on information received during the interviews, to generate a comprehensive user fee schedule.

Where appropriate, we will suggest and discuss with staff alternate approaches to existing fee programs (i.e., building fees).

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City of Lake Elsinore, California
We will calculate and present the full cost recovery level for fees, both current and projected under the new calculated fees, and revenue projections, given certain assumptions about the levels of subsidy for different fees.

Current levels of cost recovery will be compared to actual full costs calculated during the course of this study. Cost will be calculated at reasonable activity levels and include all appropriate direct and indirect costs and overhead. We will review fee programs for compliance with Propositions 218 and 26 in developing the fee schedule.

The model will include provision for inflationary adjustments for appropriate costs, i.e., personnel and/or contractor rates associated with fee-based activities.

We will also discuss deposit-based fees for recommended improvements, deposit levels, or other suitable structures.

The user fee data analysis and model development may take three (3) to four (4) weeks with frequent correspondence with City staff to discuss current cost recovery amounts, necessary to recover full cost and frequency activity.

Meetings: One (1) meeting, as necessary, to gather additional input, complete analysis and finalize fee schedule.

Please see the note in Task 5 regarding in-person meetings.

Deliverables: Final user fee model for City Council presentation and discussion.

Task 7: Common Fees Comparison
Objective: Examine selected user fees charged by up to five (5) comparable cities in Riverside County, or jurisdictions that are similar to the City of Lake Elsinore. Where practical, we will utilize the same comparisons from the previous study for continuity and consistency.

Description: We will access and use our knowledge of other jurisdictions to benchmark the City’s five (5) most common fees or highest yielding fees with comparable jurisdictions agreed.

Fee schedules are rarely readily or directly comparable from agency to agency due to definitional and operational differences. For example, a grading permit in one jurisdiction may include the plan check service, while the same permit in another jurisdicti on may not, resulting in similar sounding services with widely varying costs. For this reason, where possible, Willdan will develop comparisons for prototype projects that include applicable fees (i.e., compare the fee burden for a standard residential home, or a 5,000 sq. ft. commercial building) or take a selection of the City’s most commonly used and/or highest yielding fees.

The survey will contain the following, a comparison of common or similar fees and charges used by the City and other jurisdictions; current and proposed fees and charges unique to the City of Lake Elsinore; fees and charges used by other public entities not currently used in the City; and If possible, identify characteristics and processes unique to the City that account for significant variances in fees and charges used by other jurisdictions.

Deliverables: Willdan: Recommendations provided in Task 8 will incorporate the data gathered during our examination.

Task 8: Prepare and Present Draft Report
Objective: Prepare draft report.

Description: This task involves the preparation of the draft report that discusses the study’s background, the methodologies utilized in the study, and the results and presentation to various stakeholder groups. As noted below, meetings may occur during this or the next task as appropriate. The calculations used to generate the user fee study will be included textually, as well as in easy-to-understand tables.

Individual fee summaries by department and a comprehensive fee schedule will be included.

The draft report will include the following:
▪ Key results and findings;
▪ Basic descriptions of each service;
▪ Projections of potential fee revenue, when available based on data; ▪ Calculation of full cost of services, with costs broken down graphically into indirect and direct components, with a graphic display of the level of cost recovery; ▪ Current fees, as well as fee recommendations with associate levels of cost recovery; ▪ The full cost of each service and current cost recovery levels, and; ▪ Summary and recommendations.

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City of Lake Elsinore, California
The objective of the report is to communicate the recommendation of appropriate fees, which include the appropriate subsidy percentage for those fees where full cost recovery may be unrealistic.

Meetings: One (1) meeting with City staff and the City’s management group , to present draft results , address questions and receive feedback.

Deliverables: Willdan: Draft report for City review and comment.

City: Review of draft report, with comments and edits.

Task 9: Revise Draft Report/Determine Cost Recovery Levels for Recommended Adoption Objective: Review of draft report and fee model.

Description: The goal of this task is to conduct an in -depth review of the draft report and model, incorporate feedback from Task 8, and changes as a result of previous discussions, and arrive at an optimum fee structure.

Appropriate fees and charges will be discussed and recommendations provided, based on the analysis conducted in Task 6, consideration of City policy objectives related to fee -setting, cost recovery and subsidies, and in discussion with City Staff.

Often through the course of an engagement, City staff will volunteer insightful likes and dislikes regarding the existing fee structure. We listen to this feedback carefully because your staff members know the community best. Comments usually revolve around issues of:
▪ Understandability;
▪ Fairness to applicants;
▪ Ease of calculation;
▪ Industry experience regarding levels of subsidy and cost recovery; and ▪ Full cost recovery hourly rates.

When adjusting fee recovery levels, we believe it is important to address these concerns.

Following one (1) round of comments and feedback from City staff on the draft report, we will prepare the final report for presentation to the City Council.

Meetings: One (1) online demonstration (WebEx) to review the report and model, with any revisions.

Deliverables: Draft report, revised draft /final report.

Task 10: Prepare and Present Final Report/Instruct Staff on Model Objective: Prepare and present final report to City Council. Instruct staff on the operation and use of the model for future modifications.

Description: This task is the culmination of the entire project. Based on staff comments received regarding the draft report, we will prepare the final report for presentation.

Meetings: One (1) meeting, if necessary, with external interested parties, up to two (2) meetings with the City Council to present the results and adopt the updated fee schedule. One (1) meeting with City Staff to provide instruction on the operation and use of the model on the same day, during regular business hours. We will also consult with the City as necessary to address questions related to the User Fee Study, or to defend the Study as the result of a challenge.

Deliverables: Provide one (1) electronic PDF file copy of the final report, on USB, and models and two (2) bound copies to the City, if requested. Using Microsoft Word and Excel, an updateable electronic copy of the study and models, as well as related schedules, will also be provided digitally.

City Staff Support
To complete our tasks, we will need the cooperation of City staff. We suggest that the City of Lake Elsinore assign a key individual to represent the City as the project manager who can function as our primary contact. We anticipate that the City’s project manager will:
1) Coordinate responses to requests for information;
2) Coordinate review of work products; and
3) Help resolve policy issues.

Willdan will endeavor to minimize the impact on City staff in the completion of this project. We will ask for responses to initial information requests in a timely manner. If there are delays on the part of the City, we will contact the City’s proj ect manager to steer the project back on track. We will keep the City’s project manager informed of data or feedback we need to keep the project on schedule.

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City of Lake Elsinore, California
Project Disclaimer
The City of Lake Elsinore further represents, acknowledges, and agrees that:
(i) The City uses, or may use, the services of one or more municipal advisors registered with the U.S. Securities and Exchange Commission (“SEC”) to advise it in connection with municipal financial products and the issuance of municipal securities;
(ii) The City is not looking to Willdan to provide, and City shall not otherwise request or require Willdan to provide, any advice or recommendations with respect to municipal financial products or the issuance of municipal securities (including any advice or recommendations with respect to the structure, timing, t erms, and other similar matters concerning such financial products or issues);
(iii) The provisions of this proposal and the services to be provided hereunder as outlined in the scope of services are not intended (and shall not be construed) to constitute or include any municipal advisory services within the meaning of Section 15B of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules and regulations adopted thereunder;
(iv) For the avoidance of doubt and without limiting the foregoing, in connection with any revenue projections, cash -flow analyses, feasibility studies and/or other analyses Willdan may provide the City with respect to financial, economic or other matters relating to a prospective, new or existing issuance of municipal securities of the City, (A) any such projections, studies and analyses shall be based upon assumptions, opinions or views (including, without limitation, any assumptions related to revenue growth) established by the City, in conjunction with such of its municipal, financial, legal and other advisers as it deems appropriate; and (B) under no circumstances shall Willdan be asked to provide, nor shall it provide, any advice or recommendations or subjective assumptions, opini ons or views with respect to the actual or proposed structure, terms, timing, pricing or other similar matters with respect to any municipal financial products or municipal securities issuances, including any revisions or amendments thereto; and (v) Notwithstanding all of the foregoing, the City recognizes that interpretive guidance regarding municipal advisory activities is currently quite limited and is likely to evolve and develop during the term of the potential engagement and, to that end, the City will work with Willdan throughout the term of the potential Agreement to ensure that the Agreement and the services to be provided by Willdan hereunder, is interpreted by the parties, and if necessary amended, in a manner intended to ensure that the City is not asking Willdan to provide, and Willdan is not in fact providing or required to provide, any municipal advisory services.

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City of Lake Elsinore, California
Project Schedules
Willdan understands time is of the essence for the City of Lake Elsinore to begin this engagement. The schedules can only be met with the prompt cooperation of City staff. Delays in responding to our requests for data , policy guidance, clarifications, other information and review will likely result in corresponding delays to the project schedule. If that is the case, we will notify the City immediately of the possible impact on the schedule.

Cost Allocation Plan

Comprehensive User Fee Study

Scope of Services 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 Task 1: Initial Document Request z1
Task 2: Kick-off / Refine Scope (conference call) z2
Task 3: Gather Staffing Information and Develop Model (conference call) z3 Task 4: Test and Review Cost Allocation Methodology (conference call) z4 Task 5: Prepare and Present Draft Report (meeting) z5
Task 6: Discuss and Revise Report (conference call) z6
Task 7: Prepare and Present Final Report/Instruct Staff on Model (meeting) z7 Deliverables:
z1: Information Request z5: Draft Report
z2: Revised Project Scope and Schedule (if needed) z6: Revised Draft Report/Final Report z3: User-friendly Model in Microsoft Excel z7: Final Report – Hard and Electronic Copies z4: Draft Cost Allocation Plan Model Review
City of Lake Elsinore
Cost Allocation Plan
Project Schedule
AugustMay June July
Scope of Services 6 13 20 27 3 10 17 24 1 8 15 22 29 5 12 19 26 2 9 16 23 30 7 14 21 28 Task 1: Initial Document Request z1
Task 2: Compile Inventory of Current and Potential Fees z2 Task 3: Kick-off / Refine Scope (web meeting/conference call) z3 Task 4: Develop User Fee Model z4
Task 5: Staff Interviews and Information Gathering (web meetings) z5 Task 6: Data Analysis and Final User Fee Schedule (Web mtgs/conf calls) z6 Task 7: Common Fees Comparison z7
Task 8: Prepare and Present Draft Report (conference call) z8 Task 9: Revise Draft Report/Determine Cost Recovery Levels (conference call) z9 Task 10: Prepare and Present Final Report/Instruct Staff on Model (web meeting) z10 Deliverables:
z1: Information Request z6: Draft Fee and Rate Model Review z2: Draft List of Current Fees z7: Common Fee Comparison z3: Revised Project Scope and Schedule (if needed) z8: Draft Report z4: User-friendly Model in Microsoft Excel z9: Revised Draft Report/Final Report z5: Time Surveys and Draft Full Cost Recovery Fees z10: Final Report – Hard and Electronic Copies City of Lake Elsinore
Comprehensive User Fee Study
Project Schedule
OctoberMay June July August September

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City of Lake Elsinore, California
Fee Proposal
Fixed Fee
Willdan Financial Services (“Willdan”) proposes a fixed fee of $ 29,875 for the Cost Allocation Plan and Comprehensive User Fee Study engagement.

Cost Allocation Plan
Willdan Financial Services proposes a fixed fee of $9,995 for the Full Cost Allocation Plan.

Comprehensive User Fee Study
Willdan Financial Services proposes a fixed fee of $19,880 for the Comprehensive User Fee Study.

C. Fisher
Principal-in-
Charge
T. Thrasher
Project
Manager
P. Patel
Senior
Analyst
S. Labitan
Analytical
Support
R. Quaid
QA/Tech
Advisor Total
$ 250 $ 210 $ 135 $ 125 $ 210 Hours Cost Scope of Services
Task 1: Initial Document Request - - 1.0 - - 1.0 135$ Task 2: Kick-off /Refine Scope - 1.0 1.0 - - 2.0 345 Task 3: Gather Staffing Information & Develop CAP Model 1.0 2.0 6.0 12.0 1.0 22.0 3,190 Task 4: Test and Review Cost Allocation Methodology - 2.0 6.0 3.0 0.5 11.5 1,710 Task 5: Prepare and Present Draft Report 1.0 2.0 4.0 6.0 1.0 14.0 2,170 Task 6: Discuss and Revise Report 1.0 2.0 4.0 1.0 - 8.0 1,335 Task 7: Prepare and Present Final Report/Instruct Staff on Model - 4.0 2.0 - - 6.0 1,110 Total – Cost Allocation Plan 3.0 13.0 24.0 22.0 2.5 64.5 9,995$ City of Lake Elsinore
Cost Allocation Plan
Fee Proposal
C. Fisher
Principal-in-
Charge
T. Thrasher
Project
Manager
P. Patel
Senior
Analyst
S. Labitan
Analytical
Support
R. Quaid
QA/Tech
Advisor Total
$ 250 $ 210 $ 135 $ 125 $ 210 Hours Cost Scope of Services
Task 1: Initial Document Request - - 1.0 - - 1.0 135$ Task 2: Compile Inventory of Current and Potential Fees - - 1.0 1.0 - 2.0 260 Task 3: Kick-off /Refine Scope - 1.0 1.0 - - 2.0 345 Task 4: Develop User Fee Model 1.0 4.0 8.0 8.0 1.0 22.0 3,380 Task 5: Staff Interviews and On-site Information Gathering - 2.0 8.0 8.0 - 18.0 2,500 Task 6: Data Analysis and Final Fee and Rate Schedule 1.0 3.0 16.0 24.0 1.0 45.0 6,250 Task 7: Common Fees Comparison - 1.0 4.0 6.0 - 11.0 1,500 Task 8: Prepare and Present Draft Report 1.0 2.0 6.0 8.0 1.0 18.0 2,690 Task 9: Revise Draft/Determine Cost Recovery Levels 1.0 2.0 2.0 4.0 - 9.0 1,440 Task 10: Prepare and Present Final Report/Train Staff on Model - 4.0 4.0 - - 8.0 1,380 Total – Comprehensive User Fee Study 4.0 19.0 51.0 59.0 3.0 136.0 19,880$ City of Lake Elsinore
Comprehensive User Fee Study
Fee Proposal

Cost Allocation Plan and Comprehensive User Fee Study 14

City of Lake Elsinore, California
Notes
▪ Our fee includes all direct expenses associated with the project. ▪ We will invoice the City monthly based on percentage of project completed. ▪ Additional services may be authorized by the City and will be billed at our then -current hourly overhead consulting rates.
▪ City shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing costs, travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental agency relating to City or relating to the p roject. Reimbursement shall be at Willdan 's rates in effect at the time of such response.
▪ The cost of preparing the user fee study can be included in the resulting new user fee schedule. Therefore, over time, the City can recover the initial outlay of funds that was required to complete the studies. ▪ Willdan will rely on the validity and accuracy of the City’s data and documentation to complete the analysis. Willdan will rely on the data as being accurate without performing an independent verification of accuracy and will not be responsible for any errors that result from inaccurate data provided by the client or a third party.

Hourly Rates
Our current hourly rates are listed below.

Willdan Hourly Rate Schedule
Position Team Member Hourly Rate
Director Chris Fisher $250
Managing Principal $240
Principal Consultant Tony Thrasher,
& Bob Quaid $210
Senior Project Manager $185
Project Manager $165
Senior Project Analyst Priti Patel $135
Senior Analyst Samantha Labitan $125
Analyst II $110
Analyst I $100

27368 Via Industria, Suite 200
Temecula, CA 92590-4856
951.587.3500 | 800.755.6864 | Fax: 951.587.3510
www.willdan.com

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REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Shannon Buckley, Assistant City Manager
Date:June 11, 2024
Subject:Agreement with Cotter Construction for the Construction of Four Pickleball Courts at Serenity Park and Three Pickleball Courts at Alberhill Park Recommendation
Approve and authorize the City Manager to execute a Public Works Construction Agreement with Cotter Construction in an amount not to exceed $262,500.00 for the construction of four courts at Serenity Park and three courts at Alberhill Park (Project Code Z40023) in such final form as approved by the City Attorney, authorize the City Manager to execute change orders not to exceed the 10% contingency amount of $26,250.00, and authorize the City Clerk to record the notice of completion once it is determined the work is completed.

Background
In the past several years, the outdoor recreational sport of pickleball has become very popular in the United States. The demand for pickleball in Lake Elsinore is high. Pickleball is a fun, social and friendly game. The rules are simple, and the game is easy for beginners to learn, but can develop into a fast-paced, competitive game. This fun sport combines many elements of tennis, badminton and ping-pong. The game can be played both indoors or outdoors on a badminton- sized court and a slightly modified tennis court. Essentially, it is played with a paddle and a plastic ball with holes and can be played as doubles or singles. Possibly most important, it can be enjoyed by all ages and skill levels at very little cost.

Discussion
The determination to find relative projects for the entire community lead to the investigation of adding pickleball courts to City parks (Serenity and Alberhill Parks). Staff developed a project plan with construction documentation and on May 14, 2024 released on PlanetBids the pickleball Cotter Construction Public Works Agreement

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courts request for proposal. The general work requirements of the project include the below elements at both locations:

1. Excavate and remove existing material (sod)

2. Compact existing soil to min 95% and place vapor barrier of one 6 mil vis-queen.

3. Place 3000 psi concrete with a rebar bed of 24 inch on center using #4 rebar and place center slab

4. Concrete finish to be a light to medium broom finish

5. Seal expansion joints with elastomeric sealer

6. Surface new courts using acrylic coating system

7. Install fencing surrounding the courts and also in between each court

8. Concrete court to cure 30 days before surface coatings can be applied

9. Furnish and install seven sets of pickleball courts net, posts, and center straps included On May 30, 2024, bid deadline, the City received four bids for the construction of these pickleball courts. The amounts of the qualifying proposals are listed below:

Company Amount
Cotter Construction $262,500.00
Lancet Contracting $396,899.00
Stierep Construction Sevices Inc. $471,667.82
SAS Construction $808,000.00
Fiscal Impact
Funds are available in the Fiscal Year 2023/2024 Capital Improvement Program.

Attachments
Attachment 1- Agreement
Attachment 2 - Planet Bids Cost Proposal Sheet
City Manager’s Office
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Agreement No. __________

AGREEMENT FOR PUBLIC WORKS CONSTRUCTION
Cotter Construction, Inc.

For the
Pickleball Courts Serenity
& Alberhill Parks
CIP PROJECT NO. Z40023
This Agreement for Public Works Construction (“Agreement”) is made and entered into as of June 11, 2024 by and between the City of Lake Elsinore, a municipal corporation (“City”) and Cotter Construction, Inc. (“Contractor”).

The City and Contractor, in consideration of the mutual promises and covenants set forth herein, agree as follows:

1. The Project and Project Documents. Contractor agrees to construct the following public improvements (“work”) identified as:

The Contractors Proposal (the “Project”)
The City-approved plans for the construction of the Project, which are incorporated herein by reference and prepared by Staff, are identified as:

Pickleball Courts
The Project Documents include this Agreement and all of the following: (1) the Notice Inviting Bids, Instructions to Bidders, Bid Documents including Bidder’s Proposal as submitted by the Contractor, Contract Documents, General Specifications, Special Provisions, and all attachments and appendices; (2) everything referenced in such documents, such as specifications, details, standard plans or drawings and appendices, including all applicable State and Federal requirements; (3) all required bonds, insurance certificates, permits, notices, and affidavits; and (4) any and all addenda or supplemental agreements clarifying, amending or extending the work contemplated as may be required to insure completion in an acceptable manner. All of the provisions of the above-listed documents are made a part of this Agreement as though fully set forth herein.

2. Compensation.
a. For and in consideration of the payments and agreements to be made and performed by City, Contractor agrees to construct the Project, including furnishing all materials and performing all work required for the Project, and to fulfill all other obligations as set forth in the Bidder’s Proposal, such contract price being two hundred sity two thousand five hundred dollars and no cents ($262,500.00).
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b. City hereby promises and agrees to employ, and does hereby employ, Contractor to provide the materials, do the work, and fulfill the obligations according to the terms and conditions herein contained and referred to, for the prices set forth, and hereby contracts to pay the same at the time, in the manner, and upon the conditions set forth in the Project Documents.
c. Contractor agrees to receive and accept the prices set forth in the Bidder’s Proposal as full compensation for furnishing all materials, performing all work, and fulfilling all obligations hereunder. Such compensation shall cover all expenses, losses, damages, and consequences arising out of the nature of work during its progress or prior to its acceptance including those for well and faithfully completing the work and the whole thereof in the manner and time specified in the Project Documents; and also including those arising from actions of the elements, unforeseen difficulties or obstructions encountered in the prosecution of the work, suspension or discontinuance of the work, and all other unknowns or risks of any description connected with the work.

3. Completion of Work.
a. Contractor shall perform and complete all work within 45 working days from the date of commencement specified in the Notice to Proceed, and shall provide, furnish and pay for all the labor, materials, necessary tools, expendable equipment, and all taxes, utility and transportation services required for construction of the Project. b. All work shall be performed and completed in a good workmanlike manner in strict accordance with the drawings, specifications and all provisions of this Agreement as hereinabove defined and in accordance with applicable laws, codes, regulations, ordinances and any other legal requirements governing the Project.
c. Contractor shall not be excused with respect to the failure to so comply by any act or omission of the City, the City Engineer, a City inspector, or a representative of any of them, unless such act or omission actually prevents the Contractor from fully complying with the requirements of the Project Documents, and unless the Contractor protests at the time of such alleged prevention that the act or omission is preventing the Contractor from fully complying with the Project Documents. Such protest shall not be effective unless reduced to writing and filed with the City within three (3) working days of the date of occurrence of the act or omission preventing the Contractor from fully complying with the Project Documents. d. City and Contractor recognize that time is of the essence in the performance of this Agreement and further agree that if the work called for under the Agreement is not completed within the time hereinabove specified, damages will be sustained by the City and that, it is and will be impracticable or extremely difficult to ascertain and determine the actual amount of damages the City will sustain in the event of, and by reason of, such delay. It is, therefore, agreed that such damages shall be presumed to be in the amount of $500.00 per calendar day, and that the Contractor will pay to the City, or City may retain from amounts otherwise payable to Contractor, such amount for each calendar day by which the Contractor fails to complete the work, including corrective items of work, under this Agreement within the time hereinabove specified and as adjusted by any changes to the work. 3 3
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4. Changes to Work. City and Contractor agree that the City may make changes to the work, or suspend the work, and no matter how many changes, such changes or suspensions are within the contemplation of the Contractor and City and will not be a basis for a compensable delay claim against the City nor be the basis for a liquidated damage claim against the Contractor.

Any change to the work shall be by way of a written instrument (“change order”) signed by the City and the Contractor, stating their agreement to the following:
a. The scope of the change in the work;
b. The amount of the adjustment to the contract price; and c. The extent of the adjustment to the Schedule of Performance.

The City Engineer is authorized to sign any change order provided that sufficient contingency funds are available in the City’s approved budget for the Project. All change in the work authorized by the change order shall be performed under the applicable conditions of the Project Documents. City and Contractor shall negotiate in good faith and as expeditiously as possible the appropriate adjustments for such changes.

5. Bonds. Contractor shall provide, before commencing work, a Faithful Performance Bond and a Labor and Material Bond, each for one-hundred percent (100%) of the contract price in the form that complies with the Project Documents and is satisfactory to the City Attorney.

6. Non-Assignability. Neither this Agreement nor any rights, title, interest, duties or obligations under this Agreement may be assigned, transferred, conveyed or otherwise disposed of by Contractor without the prior written consent of City.

7. Licenses. Contractor represents and warrants to City that it holds the contractor’s license or licenses set forth in the Project Documents, is registered with the Department of Industrial Relations pursuant to Labor Code Section 1725.5, and holds such other licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Contractor. Contractor represents and warrants to City that Contractor shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Contractor to practice its profession. Contractor shall maintain a City of Lake Elsinore business license.

8. Indemnity. Contractor shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, the County and Board Supervisors, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Contractor or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Contractor shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Contractor or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to
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property, or violation of law. It is understood that the duty of Contractor to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code.

Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Contractor from liability under this indemnification and hold harmless clause.

This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Contractor acknowledges and agrees to the provisions of this Section and that it is a material element of consideration.

9. Insurance Requirements.
a. Insurance. Contractor, at Contractor’s own cost and expense, shall procure and maintain, for the duration of the Agreement, unless modified by the City’s Risk Manager, the following insurance policies.
i. Workers’ Compensation Coverage. Contractor shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Contractor shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Contractor for City. In the event that Contractor is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Contractor shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. Commercial General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.
iii. Automobile Liability Coverage. Contractor shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage.
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iv. Builder’s Risk Coverage. Prior to the commencement of any construction of the Project, Design-Builder shall obtain (or cause to be obtained) and keep in force during the term of any construction, builder’s risk insurance insuring for all risks of physical loss of or damage (excluding the perils of earthquake and flood). v. Professional Liability Coverage Contractor shall maintain professional errors and omissions liability insurance appropriate for Contractor’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Contractor’s services under this Agreement, whether such services are provided by the Contractor or by its employees, subcontractors, or sub consultants.

The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis.
b. Endorsements. Each general commercial liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. The City, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insured with respect to liability arising out of work performed by or on behalf of the Contractor, including materials, parts or equipment furnished in connection with such work or operations. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Contractor shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Contractor shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein.

Certificates of such insurance shall be filed with the City on or before commencement of 6 3
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performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.

10. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Contractor: Cotter Construction Inc.

Attn: Andrew Cotter
29903 Gulf Stream Dr
Canyon Lake, CA 92587-7468

11. Entire Agreement. This Agreement constitutes the complete and exclusive statement of agreement between the City and Contractor. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.

12. Amendments. This Agreement may be modified or amended only by a written document executed by both Contractor and City and approved as to form by the City Attorney.

13. Assignment and Subcontracting. Contractor shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties for obligations of the Contractor under this Agreement will be permitted only with the express consent of the City. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.

14. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

15. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

16. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 7 3
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17. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees.

18. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.

19. Authority to Enter Agreement and Administration. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non-monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. The City Engineer shall act as the Project administrator on behalf of the City.

20. Prohibited Interests. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

21. Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

22. Prevailing Wages.
a. Contractor and all subcontractors shall adhere to the general prevailing rate of per diem wages as determined and as published by the State Director of the Department of Industrial Relations pursuant to Labor Code Sections 1770, 1773, and 1773.2. Copies of these rates and the latest revisions thereto are on file in the office of the City Clerk of the City of Lake Elsinore and are available for review upon request. 8 3
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b. Contractor's attention is directed to the provisions of Labor Code Sections 1774, 1775, 1776, 1777.5 and 1777.6. Contractor shall comply with the provisions of these Sections. The statutory provisions for penalties for failure to comply with the State's wage and the hours laws will be enforced.
c. Labor Code Sections 1774 and 1775 require the Contractor and all subcontractors to pay not less than the prevailing wage rates to all workmen employed in the execution of the contract and specify forfeitures and penalties for failure to do so. The minimum wages to be paid are those determined by the State Director of the Department of Industrial Relations. Labor Code Section 1776 requires the Contractor and all subcontractors to keep accurate payroll records, specifies the contents thereof, their inspection and duplication procedures and certain notices required of the Contractor pertaining to their location. The statutory penalties for failure to pay prevailing wages will be enforced. If the Project has been awarded to Contractor on or after April 1, 2015, Contractor and its subcontractors must furnish electronic certified payroll records to the Labor Commissioner. Beginning January 1, 2016, Contractor and its subcontractors must furnish electronic certified payroll records to the Labor Commissioner without regard to when the Project was awarded to Contractor. d. Labor Code Section 1777.5 requires Contractor or subcontractor employing tradesmen in any apprenticeable occupation to apply to the Joint Apprenticeship Committee nearest the site of the public works project, which administers the apprenticeship program in that trade for a certificate of approval. The certificate will also fix the ratio of apprentices to journeymen to be used in the performance of the Agreement. The Contractor is required to make contributions to funds established for the administration of apprenticeship programs if the Contractor employs registered apprentices or journeymen in any apprenticeable trade and if other contractors on the public works site are making such contributions.

Information relative to apprenticeship standards, contributions, wage schedules and other requirements may be obtained from the State Director of Industrial Relations or from the Division of Apprenticeship Standards. Labor Code Section 1777.6 provides that it shall be unlawful to refuse to accept otherwise qualified employees as registered apprentices solely on the grounds of race, religious creed, color, national origin, ancestry, sex, or age. e. Eight hours labor constitutes a legal day's work, as set forth in Labor Code Section 1810.

23. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. [Signatures on next page]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONTRACTOR”
Cotter Construction Inc.,
City Manager
ATTEST:

By: Andrew Cotter
Its: Owner
City Clerk
APPROVED AS TO FORM:

By:Click or tap here to enter text.

Its: Click or tap here to enter text.

City Attorney
Assistant City Manager

EXHIBIT A
CONTRACTOR’S PROPOSAL
[ATTACHED]

EXHIBIT B

LIST OF SUBCONTRACTORS
[ATTACHED]
City of Lake Elsinore
Pickleball Courts, bidding on 05/30/2024 2:00 PM (PDT)

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Printed 05/30/2024
PlanetBids
City of Lake Elsinore
Pickleball Courts, bidding on 05/30/2024 2:00 PM (PDT)

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Printed 05/30/2024
PlanetBids
City of Lake Elsinore
Pickleball Courts, bidding on 05/30/2024 2:00 PM (PDT)

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Printed 05/30/2024
PlanetBids
City of Lake Elsinore
Pickleball Courts, bidding on 05/30/2024 2:00 PM (PDT)

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Printed 05/30/2024
PlanetBids

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REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Gina Gonzalez, Director of Economic Development and Legislative Affairs Date:June 11, 2024
Subject:2024 City of Lake Elsinore Legislative Platform Recommendation
Review and approve the updated Legislative Platform; and reaffirm the Legislative Policy 400-14.

Background
On June 23, 2015 the Lake Elsinore City Council adopted Council Policy ”Legislative Program Policy and Procedures,” now numbered as Policy No. 400-14. The purpose of the Policy is to establish procedures to advance the City’s Legislative Platform by outlining a detailed and streamlined process through which the City Council, staff, and the City’s legislative advocates can act in a timely manner in response to municipal and community needs, grant opportunities, or legislative alerts. The Platform, attached hereto as Attachment 1, is a compilation of general policy statements and City-specific policy statements adopted by the City Council to identify specific priority areas of interest for the City and region that would benefit the community. The Platform is developed by a review of legislative priorities from Cal Cities and National League of Cities, input from the City Council and staff (including reference to City legislative positions in the past), research of current law and pending legislation, and discussions with local legislative staff. The Platform may be updated from time to time by the City Council as necessary, to reflect legislative changes and/or changes in City Council policies and priorities.

Discussion
Since the City’s incorporation, the Mayor and City Council have taken positions on legislation and issues at the county, state, and federal levels. On June 23, 2015, the City Council adopted a formal legislative program consisting of a Platform and City Council Policy to ensure that positions on critical legislation could be addressed expeditiously. The Legislative Platform summarizes the Mayor and City Council’s positions on priority issues and is used to guide city officials and staff in responding to legislative proposals at the county, state, and federal levels throughout the year. 2024 Legislative Platform

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Legislative Platform
The Legislative Platform is designed to be a living document that evolves and enables city officials and staff to quickly respond to issues impacting the City. The Platform was prepared based upon the City’s history of legislative actions, departmental review, alignment with the City’s adopted Strategic Plan, and review of priorities from the League of California Cities.

The Platform is divided into eight categories including:
➢Community Services
➢Environmental Quality
➢Governance, Transparency & Labor Relations
➢Housing and Community Development
➢Economic Development
➢Public Safety
➢Revenue & Taxation
➢Transportation, Communications & Public Works
The Platform has been updated to align with updates to the goals and objectives outlined in Lake Elsinore 2040 Plan considered in combination with the regulatory changes that have occurred since the Platform was last presented for review in June 2015.

The proposed changes to the Platform are summarized below. ➢Community Services
•Social Services: Provision updated to reflect support for regional partnerships on a regional basis that provide for social services programs/initiatives that serve the needs of the Lake Elsinore community.
•Homelessness: Section revised to reference support for legislation and funding to address homelessness with comprehensive “regional strategies” for supportive services. ➢Public Safety
•Cybersecurity: Section added that addresses support for legislation that strengthens and enhances cybersecurity efforts, helps protect against malicious cyber incidents, and enhances the security and resilience of critical infrastructure. ➢Revenue & Taxation
•Contracting: Section added that addresses support for removing barriers to use in-house staff for public support contracts over $5k and oppose barriers to contracting out and limiting negotiation indemnification protections in public contracts. •Prop 13: Section added that addresses opposition to legislation weakening taxpayer protections or raise tax revenue at the expense of residential or business community. •Tax-exempt Debt: Section added that addresses opposition to legislation that restricts or limits that city’s use of tax-exempt debt or tax increment financing. •Funding for AB 109, Prop 47, and Prop 57: Section added that supports legislation for continued financial support to deal with the impacts of the Public Safety Realignment Act, Proposition 47 (Reduced Penalties for Some Crimes Initiative), and Proposition 57 (Public Safety and Rehabilitation), particularly lowered thresholds and penalties for theft-related 2024 Legislative Platform

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crime, as well as wrap around services for substance abuse counseling, mental health services, and employment, medical, and housing assistance. ➢Transportation, Communications & Public Works
•Broadband: Section added to support grants and other funding opportunities that will help the City implement its Broadband Master Plan and Smart City key initiatives.

City Council Policy
The Legislative Program Policy and Procedures (Attachment 2) outlines the procedure for City staff to address, track, and act quickly in response to legislative proposals and regulations. The procedure provides for the City Manager to review requests to take positions on an issue. For approved requests in accordance with the Platform, a communication will be prepared for the Mayor’s approval and signature, and shared with the members of the City Council. Requests inconsistent with the Platform or silent on issues will continue to be placed on a City Council agenda for consideration.

Fiscal Impact
There is no fiscal impact with adoption of the 2024 City of Lake Elsinore Legislative Platform.

Attachments
Attachment 1- 2024 City of Lake Elsinore Legislative Platform Attachment 2- Legislative Program and Policy Procedures Policy No. 400-14 Economic & Legislative Affairs
[Grab your reader’s attention with a great quote from the document or use this space to emphasize a key point.

To place this text box anywhere on the page, just drag it.] Lake Elsinore
Legislative Platform 2024
DRAFT
2024 Lake Elsinore Legislative Platform 2
District 1
Mayor Pro Tem
Brian Tisdale
Elected 2020
District 2
Mayor
Steve Manos
Elected 2020
District 3
Councilmember
Tim Sheridan
Elected 2022
District 4
Councilmember
Natasha Johnson
Elected 2020
District 5
Councilmember
Bob Magee
Elected 2020
City Manager
Jason Simpson

DISTRICT BOUNDARY MAP
2024 Lake Elsinore Legislative Platform 3

PURPOSE
The primary purpose of a Legislative Platform is to adopt official City positions on matters affecting the City at the local, regional, state and federal levels. The approved platform allows City staff and legislative advocates to address and track issues in a timely manner pursuant to established procedures.

The platform was developed based on Lake Elsinore’s historical actions (resolutions, minutes, letters) on legislative issues, policies, and guiding principles from the League of California Cities, and departmental review.

This platform supplements existing City Council established goals and policies in various documents including the City’s General Plan.

The following eight categories have been utilized incorporating related topics. •Community Services
•Environmental Quality
•Governance, Transparency & Labor Relations
•Housing, and Community Development
•Economic Development
•Public Safety
•Revenue & Taxation
•Transportation, Communications & Public Works

OVERARCHING GUIDELINES
The following guidelines represent the City of Lake Elsinore’s overarching principles and will be reflected in all aspects of the legislative platform and accompanying issue positions.

1. Preservation of Local Control
Support measures that preserve and protect the City’s general law powers and duties to enact legislation and policy direction concerning local affairs. Oppose measures that reduce, eliminate, preempt local control or authority, or conflict with other legislative priorities. In the spirit of local control, the City will also refrain from taking positions on issues that do not directly correlate with the City’s operations.

2. Promotion of Fiscal Stability
Support measures that promote fiscal stability, predictability, and financial independence. Support measures that preserve and promote the City’s revenue base. Oppose measures that shift local funds to the County, State, or Federal government without offsetting benefits or impose penalties on cities or create an unfunded mandate.

3. Support Funding Opportunities
Support measures that allow the city to compete for its fair share of regional, State, and Federal funding including competitive grants and other funding programs. Support measures that promote dedicated funding streams at the regional, State, and Federal levels allowing the city to maximize local revenues, offset and leverage capital expenditures, and maintain City goals and standards. However, the city will not support funding that relies on new state or federal taxes or fees that will impact Lake Elsinore residents and/or businesses. 2024 Lake Elsinore Legislative Platform 4

LOCATION
The City of Lake Elsinore, California, established in 1888 as a city, is on the shore of Lake Elsinore, a freshwater lake about 3,000 acres in size. The city has grown from a small resort town in the late 19 th or 20 th century to a suburban city that is roughly 43 sq miles with close to 80,000 residents (2024). Lake Elsinore is in the southwestern region of Riverside County, approximately 17 miles north of the City of Temecula and 23 miles south of the City of Corona, along Interstate Highway 15.

Incorporated on April 9, 1888, the City of Lake Elsinore includes the communities of:
•Country Club Heights
•East Lake
•Lake Edge District
•Downtown
•Lake Elsinore Hills
•Lake View and
•Riverview

CITY ANCHORS
As part of the City of Lake Elsinore’s Dream Extreme 2040 Plan, the city’s Anchors are assets that make the city unique—they are what make Lake Elsinore special and what will drive the future of our community. While a wide range of possibilities can be imagined for Lake Elsinore’s future, structuring the vision plan around the following three anchors helps to guide the City’s decision making, policies, and efforts, which focus on the assets that matter most to the Lake Elsinore community.

The Lake - The Lake shapes the City’s identity, supports an ecosystem rich in natural beauty, and offers unique recreational opportunities. The largest natural freshwater lake in Southern California, Lake Elsinore enables both extreme activities and everyday recreation. As the terminus of the San Jacinto River, Lake Elsinore faces unique ecological challenges. Protecting, enhancing, and celebrating the Lake is critical to Lake Elsinore’s City and community health.

Downtown - Lake Elsinore’s Downtown is a vibrant central hub that brings the community together. Enhancing the quality of the Downtown experience and building its strong sense of place will shape the City’s identity as a unique place to live, work, and play.

Action AND Adventure - The city has long been a destination for action sports and extreme activities. The community embraces life and dares to push the boundaries to achieve its goals. Lake Elsinore’s programs, facilities, and natural environment will define the city as a destination for action and adventure for both visitors and residents.
2024 Lake Elsinore Legislative Platform 5

PARKS & RECREATION
Parks & Recreation
Support legislation and funding for acquisition,
development, master planning, operation and
maintenance of open space, recreation, parks,
libraries, and community services.

Imposition of Regulatory or Statutory
Requirements
Oppose legislation that has a negative impact on the
administration of park and recreation services and
resource management including the sale of park
lands and open space, relaxations of park dedication
fee requirements that provide no added protections
or benefit to California‘s recreational consumer.

CULTURAL
Art & Historical Sites
Support legislation that provides funding to support
visual and performing public art and historical sites.

HUMAN SERVICES
Social Services
Support collaborative partnerships on a regional basis
that provide for social services programs/initiatives
that serve the needs of the Lake Elsinore community.

Health & Wellness
Support legislation and funding for programs for the
physical and mental health and wellness of families,
including youth, seniors, and veterans, and promotes
the City of Lake Elsinore as an active lifestyle
community.

Homelessness
Support legislation and funding to address
homelessness with comprehensive regional
strategies for supportive services. Oppose legislation limiting local authority and restricting enforcement to address homelessness.

Access to Healthy Eating
Support legislation and local funding opportunities to
increase access to subsidized meal programs for older
adults and youth.

Access to Healthy Foods
Support legislation for community garden programs
that expand access to people of all ages to grow fresh
fruits and vegetables.

Active Living
Support legislation that encourages community
design to integrate walking, hiking, and cycling paths
and opportunities to recreate.

Aging in Place
Support legislation and strategies to foster
independence, well-being, and access to resources
for older adults.

Youth Programs
Support legislation and funding for overall youth
programs, after school education and recreational
programming.

Access to Accessible Recreation
Support for state and federal funding to provide
adaptive sports, fitness, recreation, and outdoor
activities for people with disabilities.

COMMUNITY SERVICES
Parks, Recreation, Libraries, Arts, Youth, Senior, Community, Healthy Communities, and Human Services
2024 Lake Elsinore Legislative Platform 6
WATER
Lake
Support legislation and funding towards improving
Lake Elsinore’s natural resources and assets. Oppose
legislation that imposes mandates or punitive
measures on cities or unduly shifts costs entirely.

Watershed
Support legislation and funding addressing urban
runoff pollution and flood control improvements.

Water
Support legislation and funding for water efficiency
improvements, including conservation, adequate
supply of safe drinking water and desalination
programs. Oppose legislation that imposes mandates
or punitive measures on cities or unduly shifts costs.

Stormwater
Support the incremental revision of stormwater
regulation and permitting in a manner that retains
local flexibility to determine how best to meet the
State’s water quality objectives.

ENERGY
Energy
Support legislation and funding for local control of
renewable energy sources and balanced energy
efficient solutions proven to be cost efficient, as well as construction of energy producing facilities needed
to meet increased demand.

AIR
Air Quality
Support legislation that promotes regional
improvement of air quality, recognizing that air
pollution does not follow jurisdictional boundaries.

Oppose legislation that restricts local and regional
authority.

Air Quality District
Support legislation maintaining Air Quality
Management District air credits. Oppose reduction
of local official representation on the South Coast Air Quality Management Board.

ENVIRONMENTAL
California Environmental Quality Act
Support legislation that improves and streamlines the
California Environmental Quality Act (CEQA) and
provides funding to assist local agencies in
implementing CEQA.

Green
Support the National Environmental Policy Act and
green procurement and sustainable practices
policies. Oppose legislation that imposes undue
hardship on local agencies to implement
environmental regulations.

Waste Management
Support legislation and funding for local control to
regulate solid waste, single-use packaging, hazardous
waste, recyclable materials, siting waste treatment
facilities, and abandoned vehicles. Oppose legislation
burdening local businesses and cities with unfunded
mandates.

Cap and Trade
Support legislation and policy that maintains the
“Cap and Trade” Program to support the Cal Recycle
Recycling Market Development Zone (RMDZ) Loan
Program. Oppose any legislation that proposes to
make significant and/or controversial changes to the
existing RMDZ Loan Program, up to and including
the elimination of the program or funding support.

ENVIRONMENTAL QUALITY
Lake, Water Quality, Water, Energy, Utilities, Air, Climate, Environmental Regulations, and Waste Management

2024 Lake Elsinore Legislative Platform 7

GOVERNANCE
Local Control
Support legislation maintaining and providing greater
local control by municipalities, including contracting
for city services, and opposing contrary legislation.

Elections
Support legislation reducing unnecessary and costly
procedures for conducting a municipal election and
oppose contrary legislation.

Ralph M. Brown Act
Support legislation allowing alternative methods of
meeting public notice and publication requirements
through the use of technology and cost-effective
communication.

California Public Records Act
Support legislation that enhances the public’s right to access records while considering the real-world fiscal
and operational constraints of the City Clerk’s Office.

Political Reform Act
Support legislation to improve and streamline the
Political Reform Act and its implementation through
regulations.

Public Notices
Support alternative methods of meeting public
noticing requirements while enhancing public
outreach and awareness through cost-effective,
innovative, and technological methods of
communication.

Liability
Support legislation limiting exposure of local
governments to liability, including unimproved
natural conditions and design immunity.

TRANSPARENCY
Transparency
Support legislation for State and local government to
conduct public business openly with appropriate
access to public records. Oppose legislation to require records disclosure processes resulting in increased
costs.

LABOR
Labor Relations
Oppose legislation imposing mandated employee
benefits and imposing restrictions over
employer/employee negotiations or disputes.

Pensions
Support legislation providing sustainable and secure
public pensions and other post-retirement benefits to
ensure responsive and affordable public services.

Workers’ Compensation
Support legislation streamlining the Workers’
Compensation system, including registered volunteer
disaster service workers. Oppose legislation
increasing employee Workers’ Compensation
benefits without system reform to offset increased
employer costs.

Disability
Oppose legislation providing presumptive eligibility
for the award of Workers’ Compensation or other
employee health benefits.

Unemployment Insurance
Oppose legislation increasing employer liability for
unemployment compensation.

GOVERNANCE, TRANSPARENCY & LABOR RELATIONS
Elections, Ralph M. Brown Act, California Public Records Act, Political Reform Act, Conflict of Interest, Public Notices, Open and Transparent Government, Employee & Labor Relations, Liability

2024 Lake Elsinore Legislative Platform 8

LAND USE
Land Use
Support legislation that strengthens local control on
land uses, plans for responsible growth,
development, redevelopment, zoning, and
annexations. Oppose legislation that reduces local
control.

Local Control
Oppose legislation that would limit or restrict local
land use decision-making authority, including the
imposition of one-size-fits-all, land-use, parking,
residential, building and development guidelines.

Annexations
Oppose legislation that creates fiscal impediments to
future annexations.

Sphere of Influence
Support changes to Sphere of Influence legislation to
limit county development that would impact city and
allow cities to annex logical growth.

Habitat Conservation
Support legislation that provides funding for habitat
management planning, maintenance, and
administration.

Eminent Domain
Oppose legislation restricting the use of eminent
domain to acquire land not zoned for residential use
for redevelopment.

Right-of-Way
Support legislation allowing cities to manage public
right-of-way and receive compensation for its use.

Environmental Barriers
Support legislation and funding to reduce environ-
mental barriers to structure and land development
and to clean up brownfields.

Infrastructure
Support funding mechanisms encouraging
infrastructure development and fair distribution of
infrastructure bonds generally as well as filling the
revenue gap resulting from dissolution of
redevelopment.

Building
Support legislation and funding for State building
codes addressing safety, mitigation of natural
hazards, and cost-effective green building standards.

HOUSING
Housing
Support legislation and funding programs promoting
production and rehabilitation of safe, affordable, and
accessible housing; and support increasing the
maximum home sale price allowed under Federal and
State home ownership funded programs.

Housing Element
Support legislation and funding to allow regional
cooperation and establishing realistic housing goals
and oppose legislation imposing mandates or
penalties.

Road Funding
Oppose legislation unfairly tying road funding to local decisions on density and affordable housing.

Mortgage Debt Tax
Support legislation for cancellation of mortgage debt
tax.

Foreclosed Properties
Support non-profits, i.e., Habitat for Humanity to
acquire and rehabilitate foreclosed properties in
blighted areas.

Group Homes
Support legislation that increases local control over
location of community care facilities/group homes.

HOUSING AND COMMUNITY DEVELOPMENT
Land-Use, Annexation, Housing, Building Standards, Redevelopment, Mobile Homes, Sign Regulations and CDBG

2024 Lake Elsinore Legislative Platform 9
Mobile Homes
Support legislation enhancing lives for mobile home
residents, including requiring training for park
managers, and prohibiting park managers from
requiring residents to use a specific dealer or broker.

Inclusion
Seek a seat at the table with the state legislature and the federal government on issues that impact the City
of Lake Elsinore.

Unrealistic Timeframes
Oppose mandates for unrealistic processing
timeframes for larger housing development projects.

COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG)
Funding
Support the preservation of funding for the
Community Development Block Grant program and
increasing the funds available under the program.

Reporting
Support legislation that would consolidate and
streamline the administration and reporting
requirements of the Community Development Block
Grant (CDBG) program. Advocate for greater
flexibility of local appropriation and use of funds.
2024 Lake Elsinore Legislative Platform 10

ECONOMIC DEVELOPMENT
Business Attraction/Expansion
Support legislation and funding for business-friendly
principles to attract and expand new businesses and
retain existing businesses, including regional
economic efforts.

Jobs and Revenue
Support legislation providing tools and incentives
necessary for economic development (i.e. jobs,
revenue).

Tax Increment
Support legislation for financing programs
encouraging economic development including tax
increment financing.

Impact Fees
Oppose legislation that would inappropriately limit
local government authority to impose impact fees.

Operations/Construction
Support legislation that increases flexibility in the
development and building process and streamlines
environmental statutes.

Oppose legislation that would result in increased
costs for businesses to operate/construct facilities.

International Sales and Trade
Support legislation, including measures that remove
barriers, allowing local businesses and industries to
sell goods and services internationally.

Online Transient Occupancy Tax Bypass
Oppose efforts by online travel companies to
circumvent remittance of Transient Occupancy Taxes
(TOT) from hotel reservations purchased on the
internet.

Workforce Training and Development
Support legislation for training and development
initiatives that support the collaboration between
community partners (including, but not limited to
non-profits, Boards of Education, and the Workforce
Development Board) and seek additional funding to
train and develop youth, veterans, and
underemployed individuals for 21st century jobs
relevant to the City’s workforce.

Entrepreneurship
Support legislation that provides a funding
mechanism to accelerate innovation and
entrepreneurship in the region.  Tourism Funding
Support legislation that protects and enhances
funding for tourism marketing and infrastructure to
support the strong, growing tourism industry in
California.

Tourism
Support legislation that protects and enhances
funding for tourism marketing and infrastructure to
support the strong, growing tourism industry in
California.

New Redevelopment Funding
Seek, promote, and implement any new or
alternative approaches that may replace
redevelopment funding mechanisms that deliver
positive benefits to Burbank.

Filming
Support incentives that promote filming within the
city and state
Online Purchases Sales Tax
Support legislation that changes the allocation of
sales tax for online purchases from the County pool
and reallocates it to the city where the purchase is
made.

ECONOMIC DEVELOPMENT
Business Attraction/Expansion, Jobs/Revenue, Tax Increment, Impact Fees. Operations/Construction, International Sales and Trade, Higher Education, Occupational Programs, Airports, and Base Realignment

2024 Lake Elsinore Legislative Platform 11
Occupational Programs
Support legislation, funding and policies that
promote Regional Occupation Programs, trade
schools, investment in research and development
technology, and tax incentives for manufacturing.

Higher Education
Support all attempts to bring higher education and
pathway opportunities to the region.

Airports
Support legislation and funding maintaining local
control over noise relief, curfews, improves public
safety and counter-criminal measures at and around
airport grounds, Unmanned Aircraft Systems
Encourage the Federal Aviation Administration to
develop clear rules and regulations for governing the
use of unmanned aircraft systems (UAS), while
preserving local control to regulate the use and
application of UASs for industry and City services.

Base Realignment
Oppose closure of regional military installations.
2024 Lake Elsinore Legislative Platform 12

LAW ENFORCEMENT
Law Enforcement
Support legislation, funding, and efforts
strengthening State and local law enforcement
efforts directed towards crime prevention and public
safety to create a safer city.

Crime
Support legislation and funding to address crime
related to drug (including synthetics), alcohol,
burglary, assault, sex offenders, domestic violence,
gangs, mental health and juvenile-related (tobacco,
bullying) problems.

Crime Victims
Support legislation and funding to protect crime
victims.

Cost Recovery
Oppose legislation impeding local law enforcement
from addressing crime problems and recovering costs
resulting from the responsible party.

Early Release
Oppose legislation for early release of prisoners,
including low-risk serious and violent offenders
without sustained funding to ensure adequate post-
release supervision.

Court
Support measures to provide adequate judicial and
court services.

Homeland Security
Support legislation and funding coordinating
homeland security programs and training to respond
to regional or national threats and adding security
measures to protect residents against terrorist
activity.

Immigration
Recognize existing immigration laws and support
legislation solving the immigration crisis that
adversely impacts local jurisdictions.

Federal Worker Eligibility
Support efforts to improve the federal worker
eligibility verification process to ensure employees
are hired by businesses in the most efficient manner
possible.

Asset Forfeiture
Support legislation providing a greater share and
increased latitude to spend asset forfeiture funds and
to reimburse cities for overtime costs paid to public
safety personnel who are required to appear in State
and/or County courts.

Peace Officer Compensation
Support legislation allowing local control of peace
officers’ salaries and benefits.

Community Oriented Policing/Special Enforcement
Teams
Oppose legislation that decreases funding to
Community Oriented Policing efforts.

Cybersecurity
Support legislation that strengthens and enhances
cybersecurity efforts, helps protect against malicious
cyber incidents, and enhances the security and
resilience of critical infrastructure.

Seismic Safety
Pursue and engage in legislation and regulation that
increases the seismic safety of buildings including
seismic retrofit, retrofit funding, or higher levels of structural resiliency of buildings.

PUBLIC SAFETY
Law Enforcement, Fire and Life Safety, Emergency Communications, Emergency Services, Disaster Preparedness, Nuisance Abatement, and Animal Control Services

2024 Lake Elsinore Legislative Platform 13
Emergency Preparedness
Support legislation that encourage disaster
preparedness and emergency planning, including
funding to develop a permanent Emergency
Operations Center (EOC) to further emergency
management preparedness efforts. Seek direct and
flexible funding to localities to sustain core services and provide community recovery programs while
responding to public health emergencies and natural
disasters.

Fire Vegetation Management
Support well balanced legislation that allows
vegetation management to be done in a timely
manner by responsible parties to reduce risk of fire.

Local Control of Marijuana Operations
Maintain local control over the ability to regulate the sales location of retail and medical marijuana
operations.

Funding to Regulate Recreational Marijuana
Support legislation for state financial assistance for
enforcement and regulation due to the passage of
Proposition 64 and legalization of recreational
marijuana.

FIRE
Fire and Life Safety Services
Support legislation and funding with local control for
strengthening fire and life safety services, including
fire suppression and prevention, hazardous materials
mitigation, emergency medical services and training,
and disaster preparedness. Oppose legislation that
restricts local control over the enforcement of fire
and life safety regulations.

Wireless Communications
Support legislation and funding for providing public
safety agencies greater access and adequate
frequencies to wireless communication necessary for
a multi-jurisdictional connectivity and national
wireless broadband network, free from intrusion.

Fire and Life Safety Codes
Support legislation increasing local control in
adopting Fire and Life Safety Codes and development
of the national fire code in an open, consensus-based
process.

Fire Prevention
Support legislation and funding for promoting
installation of fire sprinklers in new non-residential
buildings, requiring maintenance of defensible space
and undergrounding overhead utilities in wildfire-
prone areas.

Disaster Preparedness
Support disaster and civil defense master mutual aid
agreements and disaster relief and emergency
assistance act.
2024 Lake Elsinore Legislative Platform 14

REVENUE
Revenue Protection
Support legislation to protect City revenue sources
and to strengthen and expand ongoing revenue and
independence for the City, including greater local
control over how funds are expended. Oppose
legislation that undermines or preempts local
authority over local taxes and fees.

City Revenue Sources
Oppose legislation seizing City tax funds or negatively changing revenue allocations to cities, such as
property tax, street maintenance funds, vehicle
license fees, sales tax, public safety augmentation
funds, community-oriented policing (COPS) grants,
gas tax, transient occupancy tax, and Community
Block Grant funding.

Funding
Support legislation and funding for dedicated
revenue sources at all governmental levels, including
funding for public facilities, such as libraries and open space. Allow the City to compete for its fair share of grants and funding programs. Support federal
legislation requiring states to distribute federal pass- through funds in an equitable manner to local
government.

Mandates
Support full cost reimbursement to the city for all
Federal, State and county mandates. Oppose
legislation imposing unfunded State mandates.

Contracting
Support legislation removing barriers to use in-house
staff for public works construction contracts over
$5,000. Oppose legislation limiting ability to contract out for provision of services and opposing limiting
negotiation indemnification protection in public
contracts.

Municipal Bonds
Oppose legislation reducing or removing tax-exempt
status of municipal bonds.

TAXATION
Proposition 13
Oppose legislation weakening taxpayer protections
or to raise tax revenue at the expense of residential
or business community.

Tax-Exempt Debt
Oppose restrictions or limitations on the City to use
tax-exempt debt or tax increment financing for the
purchase or construction of public improvements.

Funding for AB 109, Prop 47, and Prop 57
Support continued financial assistance to deal with
the impacts of the Public Safety Realignment Act,
Proposition 47 (Reduced Penalties for Some Crimes
Initiative), and Proposition 57 (Public Safety and
Rehabilitation), particularly lowered thresholds and
penalties for theft-related crime. Support legislation
that addresses wrap-around services such as
substance abuse counseling, mental health services,
and employment, medical, and housing assistance.

Voter-Approved Taxes
Support legislation preserving and enhancing the
City’s ability to seek voter approval for taxes, i.e.,
transactions and use (sales) tax.

Information Sharing
Support participation in local government
information sharing with Franchise Tax Board.

Local Control
Engage in and advocate for legislation or ballot
measures to prevent the State from borrowing,
raiding, or otherwise redirecting local government
funds (i.e. – local taxes, sales tax, property taxes,
etc.).

REVENUE & TAXATION
Finance, Tax Reform, General and Special Revenue at Federal, State, and Local Levels

2024 Lake Elsinore Legislative Platform 15

TRANSPORTATION
Transportation
Support legislation and funding for multi-modal
transportation planning and Intelligent
Transportation System to achieve traffic efficiency,
reducing traffic congestion, and increasing safety of
City streets and arterials for vehicular, bicycle and
pedestrian paths/trails.

Transit
Support legislation and funding encouraging the use
of transit and non-motorized transportation,
including rail line, busses, reverse commute program,
electric vehicles, transportation service and rapid
transit.

Funding
Support legislation to protect dedicated revenue
sources for transportation and transit and insure
equitable distribution of funding with consideration
of population growth. Support legislation providing
additional funding opportunities, increasing vehicle
capacity, increasing local flexibility in allocation of transportation funds, and enhancing City’s ability to
finance transportation/transit programs and facilities
and use of design-build standards.

Taxes/Fees
Oppose measures to raise Federal or State revenues
for transportation with fees, such as miles-traveled.

COMMUNICATIONS
Telecommunications
Oppose legislation limiting local authority for
telecommunications infrastructure and support
legislation to retain existing fees on
telecommunications services.

Broadband
Support grants and other funding opportunities that
will help the City implement its Broadband Master
Plan and Smart City key priorities.

PUBLIC WORKS
Infrastructure
Support legislation and funding for statewide
community infrastructure program, including
interchanges, flood control, watershed management,
wastewater, and exempting criteria for new septic
tank regulations.

Transportation, Communications & Public Works
Transportation, construction, telecommunications, and public works.

2024 Lake Elsinore Legislative Platform 16

LAKE ELSINORE QUICK FACTS
City Incorporation: 1888
Population: 71,452 (2023 Department of Finance); 76,280 (Derrigo 2024) 2026 Projected Population: 82,285
Area: 43 sq miles
Higher Education (Bachelor’s degree or Higher): 22%
Households: 22,520
Average Household: 3.59 (2024 Derrigo)
Median Age: 30.6
Average Household Income: $97,080 (2024 Derrigo)
Median Income: $88,255 (2024 Derrigo)
Median Value of Housing: $527,297 (2024 Derrigo)

2024 Lake Elsinore Legislative Platform 17

LEGISLATIVE OFFICES
Washington Office California Office
The Honorable Alex
Padilla
Washington Office
B03 Russel Senate Office
Building
Washington, DC 20510
Phone: 202-224-3553
Fax: 202-224-2200
Padilla.senate.gov
Fresno Office
2500 Tulare Street
Suite 5290
Fresno, CA 93721
Phone: 559-497-5109
Fax: 202-228-3864
The Honorable Laphonza
Butler
Washington Office
112 Hart Senate Office
Building
Washington, DC 20510
Phone: 202-224-3841
Fax: 202-228-3954
Butler.senate.gov
Los Angeles Office
111111 Santa Monica Boulevard
Suite 915
Los Angeles, CA 90025
Phone: 310-914-7300
Fax: 310-914-7318
U.S. Congress
Representative
Washington Office California Office
The Honorable Ken
Calvert
42nd District
Washington Office
2205 Rayburn
Washington, DC 20515
Phone: 202-225-1986
Fax: 202-225-2004
Corona Office
400 S. Vicentia Avenue
Suite 125
Corona, CA 92882
Phone: 951-277-0042
State Elected Officials Office Additional Information
The Honorable Governor
Gavin Newsom
State Capitol Building
1021 O Street, Suite 9000
Sacramento, CA 95814
Phone: 916-445-2841
Gov.ca.gov
2024 Lake Elsinore Legislative Platform 18
State Senators Office District Office
The Honorable Kelly
Seyarto
32nd District
State Capitol
1021 O Street
Room 7120
Sacramento, CA 95814
Phone: 916-651-4032
24640 Jefferson Avenue
Suite 202
Murrieta, CA 92562
Phone: 951-894-2220
State Assembly
Representatives
Office District Office
The Honorable Bill Essayli
63rd District
Capitol Office
P.O. Box 942849
Sacramento, CA 94249-
0063
Phone: 916-319-2063
1223 University Avenue
Suite 230
Riverside, CA 92507
Phone: 951-369-6644
Riverside County Board
of Supervisors
Office Contact Information
The Honorable Kevin
Jeffries
1st District
County Administrative
Center
4080 Lemon Street
5th Floor
Riverside, California 92501
Phone: 951-471-4500
Rivcodistrict1.org
The Honorable Karen
Spiegel
2nd District
County Administrative
Center
4080 Lemon Street
5th Floor
Riverside, California 92501
Phone: 951-955-1020
Rivcodistrict2.org
2024 Lake Elsinore Legislative Platform 19
Contact regarding Legislative Program:

Gina M. Gonzalez, M-URP, CEcD, ACE
Director of Economic Development and Legislative Affairs (951) 674-3124 ext 919
[email protected]

CITY OF LAKE ELSINORE, CALIFORNIA

COUNCIL POLICY MANUAL
SUBJECT: Legislative Program Policy No. 400-14
Policy and Procedures Effective Date: 6/23/2015
Page No. 1 of 2

PURPOSE
The purpose of this policy is to establish a Legislative Program to advance the City’s Legislative Platform by outlining a detailed and streamlined process through which the City Council, staff and the City’s legislative advocates can act in a timely manner in response to legislative proposals and enhance the City’s ability to govern and provide essential municipal and community services.

BACKGROUND
The Legislative Platform (“Platform”), attached hereto as Exhibit A, is a compilation of general policy statements and City-specific policy statements adopted by the City Council to identify specific priority areas of interest for the City and region that would benefit the community. The Platform is developed by a review of legislative priorities from the League of California Cities and National League of Cities, input from the City Council and staff (including reference to City legislative positions in the past), research of current law and pending legislation, and discussions with local legislative staff. The Platform may be updated from time to time by the City Council as necessary to reflect legislative changes and/or changes in City Council policies and priorities.

POLICY
Federal and state legislation consistent with the Platform may be supported by the City.

Legislation inconsistent with the Platform may be opposed by the City. Positions taken by the City in addition to “Support “or “Oppose” may include “Support if Amended” and “Oppose Unless Amended”. The City may also provide a letter of concern or interest without taking a formal position on a piece of legislation.

Initial requests to take positions on legislative matters will be reviewed and approved by the City Manager. Approved requests that are consistent with the City’s Platform will be coordinated for the Mayor’s [or designee] approval and signature. Requests that are inconsistent or silent in the City’s Platform may be placed on an agenda for consideration by the City Council.

CITY OF LAKE ELSINORE, CALIFORNIA

COUNCIL POLICY MANUAL
SUBJECT: Legislative Program Policy No. 400-13
Policy and Procedures Effective Date: 6/23/2015
Page No. 2 of 2
In addition to coordinating formal action through the City Council, staff will administer the City’s Legislative Program by generally performing the following functions:
a. Work with Department Directors and staff to identify matters of legislative importance and develop positions on federal and state legislative proposals and general matters of legislative interest.
b. Communicate matters of legislative importance to the City Council through periodic updates, and identify and coordinate positions for formal action by the City Council.
c. Review positions and analysis prepared by the League of California Cities, National League of Cities, legislative advocates, and local government/professional associations in formulating positions. d. Monitor and track key bills through the legislative process utilizing the City’s advocacy services, legislative websites, and government/professional associations.
e. Communicate the City’s positions to federal, state, and county legislators. f. Participate as needed in the drafting and amending of legislative proposals that significantly impact the City.
g. Work with the League of California Cities, National League of Cities, legislative advocates, other cities and local government/professional associations on legislative matters of mutual concern.
h. Participate and attend legislative briefings and meetings to actively engage and stay apprised of legislative trends and upcoming legislation.

HISTORY
Adopted by Resolution No. 2015-___ 6/23/2015

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REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Ralph Mesa Jr., Emergency Servies Manager
Date:June 11, 2024
Subject:Adopt Local Hazard Mitigation Plan (LHMP)
Recommendation
Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, ADOPTING THE LAKE ELSINORE LOCAL HAZARD MITIGATION PLAN ANNEX

FROM THE RIVERSIDE COUNTY OPERATIONAL AREA MULTI-JURISDICTIONAL LOCAL

HAZARD MITIGATION PLAN AS REQUIRED BY THE FEDERAL DISASTER MITIGATION AND COST REDUCTION ACT OF 2000.

Background
For the past year, the City of Lake Elsinore has participated in a countywide project to update the existing disaster-mitigation strategy for Riverside County. The Riverside County Operational Area Multi-Jurisdictional Local Hazard Mitigation Plan (MJLHMP) is spearheaded by County Emergency Management Department staff and is a requirement of the United States Congress Disaster Mitigation Act of 2000 (DMA 2000) (see Attachment 3 – Assembly Bill No. 2140). This law requires that to be eligible for future hazard mitigation grant awards, every local, county, and state government entity must update their City’s hazard mitigation plan.

Discussion
Riverside County’s Hazard Mitigation Plan, including all its annexes, is now conditionally approved, and pending formal adoption. The next step towards final approval for all the participating jurisdictions is to submit a resolution adopting their LHMP to their respective governing boards. FEMA will issue a final approval, enabling each participating jurisdiction to apply for Hazard Mitigation funding.

Local Hazard Mitigation Plan

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Fiscal Impact
None
Attachments
Attachment 1 - LHMP Resolution
Attachment 2 - LHMP Plan
Attachment 3 - Assembly Bill No. 2140
Attachment #
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA,

ADOPTING THE LAKE ELSINORE LOCAL HAZARD MITIGATION PLAN ANNEX FROM

THE RIVERSIDE COUNTY OPERATIONS AREA MULTIJURISDICTIONAL LOCAL HAZARD

MITIGATION PLAN AS REQUIRED BY THE FEDERAL DISASTER MITIGATION AND COST REDUCATION ACT OF 2000
Whereas, President William J. Clinton signed H.R. 707, the Disaster Mitigation and Cost Reduction Act of 2000, into law on October 30, 2000; and, Whereas, the Disaster Mitigation Act of 2000 requires all jurisdictions to be covered by a Local Hazard Mitigation Plan to be eligible for Federal Emergency Management Agency post-disaster funds; and,
Whereas, the City of Lake Elsinore acted as the lead agency in the development of the Local Hazard Mitigation Plan; and,
Whereas, the City coordinated the development of the Local Hazard Mitigation Plan; and, Whereas, the City and the participating jurisdictions authority are within the Riverside County County) Operational Area; and,
Whereas, the City is concerned about mitigating potential losses from natural disasters before they occur, and,
Whereas, the plan identifies potential hazards, potential loses and potential mitigation measures to limit loses, and,
Whereas, the California State of Emergency Services has reviewed the plan on behalf of the Federal Emergency Management Agency; and,
Whereas, formal adoption of the plan by the City is required before final approval of the plan can be obtained from the Federal Emergency Management Agency; and, Whereas, the City has determined that it would be in the best interest of the County, as a whole, to adopt the Riverside County Operational Area Multi-Jurisdictional Local Hazard Mitigation Plan.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. The Riverside County Operational Area Multi-Jurisdictional Local Hazard Mitigation Plan meets the requirements of the Disaster Mitigation and Cost Reduction Act of 2000 and is hereby adopted.

Section 2. The City Clerk shall certify to the adoption of this Resolution and enter it into the book of original Resolutions.

Margins are set at .05 on all sides. Please do not expand the margins as the left side may be too wide to punch for binding without punching part of the text. Use 11 pt Arial font, full justification and spacing is to be exactly 11 pt. To change this spacing, go to Format/ Paragraph/ Line Spacing – Exactly - 11pt. Please note that some titles of the report are bold and some are in regular print. If your report is 2 or more pages, a header must be inserted, in the upper left hand corner, on subsequent pages. The header must contain a shortened version of the title of the report, the meeting date and page number:

Ex: Washington Firehouse
May 16, 2001

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The report should be saved on the F Drive under Agendas and the appropriate meeting date. This template is available at f:/Wsforms/agenda report with descriptions.doc
CC Reso No. 2024-___

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3 7
4 6
9 Passed and Adopted at a regular meeting of the City Council of the City of Lake Elsinore, California, this 11 day of June 2024.

Steve Manos
Mayor
Attest:

Candice Alvarez, MMC
City Clerk

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify that Resolution No. 2024-____ was adopted by the City Council of the City of Lake Elsinore, California, at the Regular meeting of June 11, 2024 and that the same was adopted by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Candice Alvarez, MMC
City Clerk

EMERGENCY SERVICES

2023 CITY OF LAKE ELSINORE

LOCAL HAZARD

MITIGATION PLAN

1 LAKE ELSINORE

LOCAL HAZARD MITIGATION PLAN

CONTACT INFORMATION

CITY OF LAKE ELSINORE
NAME: Ralph Mesa Jr
TITLE: Emergency Services Manager
ADDRESS: 130 S. Main Street
STATE AND ZIP: Lake Elsinore, CA 92530

DIRECT CONTACT: 951-674-3124
FAX: 951-471-1251
EMAIL: [email protected]

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EXECUTIVE SUMMARY
The purpose of this local hazard mitigation plan is to identify the City’s hazards, review and assess past disaster occurrences, estimate the probability of future occurrences, and set goals to mitigate potential risks to reduce or eliminate long-term risk to people and property from natural and man-made hazards.

The plan was prepared pursuant to the requirements of the Disaster Mitigation Act of 2000 to achieve eligibility and potentially secure mitigation funding through Federal Emergency Management Agency (FEMA) Flood Mitigation Assistance, Pre-Disaster Mitigation, and Hazard Mitigation Grant Programs.

The City of Lake Elsinore’s continual efforts to maintain a disaster-mitigation strategy is on- going. Our goal is to develop and maintain an all-inclusive plan to include all jurisdictions, special districts, businesses, and community organizations to promote consistency, continuity, and unification.

The County’s planning process followed a methodology presented by FEMA and CAL- EMA which included conducting meetings with the Operational Area Planning Committee (OAPC) coordinated by Riverside County Fire – Office of Emergency Services comprised of participating Federal, State, and local jurisdictions agencies, special districts, school districts, non-profit communities, universities, businesses, tribes and public.

The plan identifies vulnerabilities, provides recommendations for prioritized mitigation actions, evaluates resources, and identifies mitigation shortcomings, provides future mitigation planning and maintenance of existing plan.

The plan will be implemented upon FEMA approval.

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LOCAL HAZARD MITIGATION PLAN

PLAN ADOPTION/RESOLUTION
The City of Lake Elsinore’s plan will be submitted to Riverside County Emergency Management Department who will forward to CAL OES for review prior to being submitted to FEMA. In addition, we will wait to receive an “Approval Pending Adoption” before taking the plan to our local governing bodies for adoption. Upon approval, the City of Lake Elsinore will insert the signed resolution.

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TABLE OF CONTENTS

CONTACT INFORMATION ............................................................................................................................................. 1 EXECUTIVE SUMMARY ...................................................................................................................................................... 2 PLAN ADOPTION/RESOLUTION ................................................................................................................................. 3 TABLE OF CONTENTS ................................................................................................................................................. 4 SECTION 1.0 - COMMUNITY PROFILE .................................................................................................................... 6

1.1 CITY OF LAKE ELSINORE MAP ................................................................................................................... 6

1.2 BRIEF HISTORY ...................................................................................................................................... 7

1.3 GEOGRAPHY AND CLIMATE DESCRIPTION ........................................................................................ 7

1.4 POPULATION .......................................................................................................................................... 8

1.5 ECONOMY DESCRIPTION ...................................................................................................................... 9

1.6 E-5 CITY/COUNTY POPULATION & HOUSING ESTIMATES 1/1/2021 ................................................ 10

1.7 HOUSEHOLD CHARACTERISTICS BY TENURE ................................................................................. 10

1.8 EMPLOYMENT BY INDUSTRY .............................................................................................................. 11

1.9 MAJOR EMPLOYERS ............................................................................................................................ 11

1.10 LAND USE & DEVELOPMENT TRENDS ............................................................................................... 12 SECTION 2.0 - PLANNING PROCESS ................................................................................................................... 12

2. 1 LOCAL PLANNING PROCESS ................................................................................................................... 12

2. 2 PARTICIPATIONS IN REGIONAL (OA) PLANNING PROCESS ............................................................... 13

2. 3 PUBLIC OUTREACH ............................................................................................................................. 13

2. 4 EXISTING PLANS AND STUDIES ......................................................................................................... 14

2. 5 PLANS ADOPTED BY RESOLUTION .................................................................................................... 14 SECTION 3.0 – UPDATES AND MITIGATION ACTIONS ........................................................................................... 15

3.1 UPDATES FROM 2018 PLAN ................................................................................................................ 15

3.2 HAZARD UPDATES ............................................................................................................................... 15

3.3 BRIEF STATEMENT OF UNIQUE HAZARDS ............................................................................................ 15

3.4 MITIGATION PROJECT UPDATES 2018 PLAN .................................................................................... 16 SECTION 4.0 - HAZARD IDENTIFICATION AND RISK ASSESSMENT ................................................................... 17

4.1 CRITICAL FACILITIES AND INFRASTRUCTURES ................................................................................... 17

4.2 ESTIMATING POTENTIAL PROPERTY LOSS ...................................................................................... 19

4.3 TABLE/REPLACEMENT VALUE ............................................................................................................ 19

4.4 IDENTIFICATION OF RISKS AND VULNERABILITIES ......................................................................... 20 SECTION 5.0 - COMMUNITY RATING SYSTEM………………………………………………………………………….25

5.1 REPETITIVE LOSS PROPERTIES ........................................................................................................ 25

5.2 NATIONAL FLOOD INSURANCE PROPERTIES ................................................................................... 25 SECTION 6.0 - CAPABILITIES ASSESSMENT ........................................................................................................... 26

6.1 REGULATORY MITIGATION CAPABILITIES TABLE ............................................................................ 26

6.2 ADMINISTRATIVE/TECHNICAL MITIGATION CAPABILITIES............................................................... 28

6.3 FISCAL MITIGATION CAPABILITIES TABLE ........................................................................................ 29

6.4 FUNDING OPPORTUNITIES ................................................................................................................. 29

6.5 MITIGATION OUTREACH AND PARTNERSHIPS ................................................................................. 29 SECTION 7.0 - MITIGATION STRATEGIES……………………………………………………………………………….30

7.1 GOALS AND OBJECTIVES ................................................................................................................... 30

7.2 MITIGATION ACTIONS .......................................................................................................................... 36

7.3 ON-GOING MITIGATION STRATEGY PROGRAMS ................................................................................. 38

7.4 FUTURE MITIGATION STRATEGIES .................................................................................................... 42 SECTION 8.0 - PLAN IMPLEMENTATION AND MAINTENANCE PROCESS ............................................................ 42

8.1 PLAN IMPLEMENTATION...................................................................................................................... 42

8.2 PLAN MAINTENANCE AND REVIEW .................................................................................................... 43

8.3 INCORPORATION INTO EXISTING PLANNING MECHANISMS .......................................................... 44 SECTION 9.0 - CONTINUED PUBLIC INVOLVEMENT ................................................................................................... 45 APPENDIX A – MEETINGS AND PUBLIC OUTREACH ................................................................................................. 46

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Figure A-1 – Meeting and Flyer Agenda – September 14, 2022, .............................................................................. 46 Figure A-2 – Meeting Roster – September 14, 2022, ............................................................................................... 47 Figure A-3 – Meeting and Flyer Agenda – December 14, 2022, ............................................................................... 48 Figure A-4 – Meeting Roster for December 14, 2022, .............................................................................................. 49 APPENDIX B – LOCAL MITIGATION PROJECT .............................................................................................................. 51 Figure B-1 – Project Scope of Work ............................................................................................................................... 51 Figure B-2 – Project Cost Estimates ........................................................................................................................ 54 APPENDIX C - INVENTORY WORKSHEETS .............................................................................................................. 55 APPENDIX D – CROSSWALK-PLAN REVIEW ................................................................................................................. 73

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SECTION 1.0 - COMMUNITY PROFILE

1.1 CITY OF LAKE ELSINORE MAP

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1.2 BRIEF HISTORY

The City of City of Lake Elsinore was organized, formed and incorporated under the laws of the State of California on April 9, 1888. From earliest times, the 300 natural Sulphur springs that fed Lake Elsinore were believed to have curative and magical properties by its Native American Indian inhabitants. These first inhabitants were called the Lake Entengvo Wumoma, which meant "Hot Springs by the Little Sea."

Joining the Native American Indian inhabitants, the Spanish missionaries, soldiers, ranchers, and American trappers came to the valley. The Spanish padres renamed the lake "Laguna Grande."

Early settlers established a town site around the lake, which they renamed Elsinore, representing the immortality given the town of Elsinore in Denmark by Shakespeare in "Hamlet." In the 1920s and 1930s, the City became a playground for movie stars and the lake a destination for world-record-setting boat races and Olympic swim team training. Sportsmen hunted duck on the lake and deer in the hills.

Lake Elsinore has a “Council-Manager” general law form of government where the City Manager is appointed by the City Council and is the Chief Executive Officer of the Municipal Corporation. The Council acts as the board of directors of the municipal corporation and meets in a public forum where citizens may participate in the governmental process. The City Council consists of five members elected at- large, on a non-partisan basis. Residents elect the Mayor and four Council members, making each accountable to the entire citizenry.

1.3 GEOGRAPHY AND CLIMATE DESCRIPTION

The City of Lake Elsinore is a corporate city nestled at the foot of the Cleveland National Forest, within the southwest portion of Riverside County. The City boasts that Lake Elsinore is the largest natural recreational lake in Southern California and is bounded by wetlands. City of Lake Elsinore is located on the I-15 corridor at the intersection of State Route 74, 20 miles south of State Route 91. We are approximately a one-hour drive east from metropolitan Orange County and forty-five minutes southwest from Riverside. San Diego is approximately a one-hour-and- fifteen-minute drive south on I-15. Highway 74 connects westward over the Ortega Mountains to Orange County beach communities and eastward to mountain and desert cities in Riverside County. Lake Elsinore is 73 miles southeast of Los Angeles and 74 miles northeast of San Diego. The average rainfall per year is less than 12 inches total. The average winter low temperature is 35.8 degrees, while the average summer high is 98.4 degrees. The community enjoys a yearly average daily temperature of 78.5 degrees.

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1.4 POPULATION

Between 2010 and 2020, as reported by the U.S. Census, the population of Lake Elsinore grew approximately 24 percent, from 51,821 to 64,037 residents. Compared with the County of Riverside as a whole, the 24 percent increase is three times that of the County.

The Southern California Association of Governments (SCAG) growth forecasts predict a steady increase in population through 2045. As shown in Table 2.1, from 2020 to 2045, SCAG estimates that the City’s population will grow by 74 percent, while countywide population is expected to increase by 36 percent. The SCAG population projections for 2045 are lower than the build out estimate for the 2011 General Plan. The City of Lake Elsinore 2011 General Plan estimated that if land uses were built out fully according to the land use plan, the population within the incorporated areas only was projected to be 209,756 by 2030.

Population Growth and Projected Growth

2010

2020

2045
% Change
2010-2020
% Change
2020-2045
Lake Elsinore 51,821 64,037 111,600 24% 74%
Riverside County 2,203,332 2,383,286 3,252,000 8% 36%
Source: US Census Bureau 2010; CA Department of Finance, E-1 Population Estimates for Cities, Counties, and the State with Annual Percent Change – January 1, 2019, and 2020; SCAG Demographics and Growth Forecast, 2020.

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1.5 ECONOMY DESCRIPTION

The Lake Elsinore California economy using the most recent economic analysis from the 2022 Census Bureau. The median earnings per worker in Lake Elsinore is at Median earnings of $54,193 which is the third most median earnings of all other places in the gre ater Lake Elsinore region. The city with the highest median earnings per worker in the area is Canyon Lake which has median earnings of $74,854 (38.1% larger). Comparing median earnings per worker to the United States average of $53,269, Lake Elsinore is o nly slightly larger. Also, measured against the state o f California, median earnings per worker of $58,825, Lake Elsinore is about 8.5% smaller. Comparing median household income to the United States average of $69,021, Lake Elsinore is 16.4% larger. Also, in comparison with the state of California, median household income of $84,097, Lake Elsinore is only about 4.7% smaller.

Lake Elsinore, Ca Earnings Distribution

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1.6 E-5 City/County Population & Housing Estimates 1/1/2021

1.7 Household Characteristics by Tenure

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1.8 Employment by Industry

1.9 Major Employers

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1.10 LAND USE AND DEVELOPMENT TRENDS

The City of Lake Elsinore has experienced a growth rate of over 119% in 18 years.

Year 2000 2010 2017 2020 2035
Population 28,930 51,821 62,092 64,201 93,800
Housing 9,505 16,253 18,477 18,495 28,700

Due to the lake and existing build-out of the core of the City, most development potential is to the north and east areas of the City. With increasing populations come an increase in residential and commercial projects.

As this occurs, the City of Lake Elsinore’s focus will shift from being primarily centered on the quality of new development to ensuring that the developed neighborhoods, retail centers, and industrial areas remain desirable and able to compete with other, newer neighborhoods in other cities. This will involve watching demographic and economic trends that will affect the types of homes that families will want to buy and live in (and whether they want to buy or rent), how they will want to shop, what businesses want, and what types of jobs are needed, and adjusting land use and other policies as needed.

The City has grown since the last LHMP which would increase the City’s vulnerability.

SECTION 2.0 - PLANNING PROCESS

2. 1 LOCAL PLANNING PROCESS

Our City coordinated with multiple cities and agencies throughout Riverside County in the creation/update of our LHMP Annex. The cooperation and discussions both in regional meetings, community outreach and in internal meetings allowed for both “big picture” and “local jurisdiction” views of mitigation need and possibilities.

Representatives from the City of Lake Elsinore were invited to participate in the update through various meetings and emails. They include the following personnel:

• Bill Belvin– Building & Safety Manager
• Ralph Mesa Jr – Emergency Services Manager
• Brendan Rafferty – Finance Manager
• Yu Tagai – Assistant City Engineer
• Rick De Santiago – Public Works Manager
• Traci Williams – Fire Marshal

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LOCAL HAZARD MITIGATION PLAN

The City of Lake Elsinore’s General Plan also contains an Environmental Hazards Element that outlines hazards and mitigation steps. The City is currently updating its General Plan by end of 2023, which includes goals, policies, and programs regarding environmental hazards, the transport of hazardous materials, emergency operation plan (EOP) and to provide an efficient and effective public safety.

2. 2 PARTICIPATIONS IN REGIONAL (OA) PLANNING PROCESS

The City of Lake Elsinore participated in the Regional LHMP planning process with the Riverside County Operational Area by attending LHMP meetings and public hearings.

The City of Lake Elsinore participated in Riverside County workshops, conferences, and meetings, including:

Attendance at the 08/17/22 Riverside County LHMP Workshop Attendance at the 11/10/22 Riverside County RCEMA Meeting LHMP Update

2. 3 PUBLIC OUTREACH

Public comment opportunities for the LHMP will be provided for through placement of the draft document on the City website, and the public hearing portion of City Council meeting(s). The following Cities & Special Districts Emergency Managers. meetings were open for public comment:

September 14, 2022
• December 14, 2022

(See Appendix A for attendance roster and agenda).

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2. 4 EXISTING PLANS AND STUDIES

The LHMP mitigation strategies will be consistent with the Environmental Hazards Element of the City of Lake Elsinore General Plan.

2. 5 PLANS ADOPTED BY RESOLUTION

Upon approval by FEMA, the LHMP will be presented to the City Council of Lake Elsinore in a public meeting for adoption via an official Resolution.

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SECTION 3.0 – UPDATES AND MITIGATION ACTIONS

3.1 UPDATES FROM 2018 PLAN
There were 9 hazards that occurred from 2014 to present. Only two potential new hazards have been identified since the approval of the 2018 plan that has impacted the City.

3.2 HAZARD UPDATES
The City of Lake Elsinore planning team has reviewed the hazards that affect the City and summarized their frequency of occurrence, spatial extent, potential magnitude, and significance specific to Lake Elsinore and have concluded that all that there is no changes or additional hazards from the 2018 plan. Below in section

3.3 is a list of some of the incidents that were on the 2018 plan and the additional incidents after the approval..

3.3 BRIEF STATEMENT OF UNIQUE HAZARDS
The most prominent hazards faced by residents of City of Lake Elsinore are a major earthquake on the Elsinore Fault line and flooding potential from 100- y e a r storm events in winter months. A long-term power outage in summer months could produce life threatening extreme heat conditions for residents without access to air conditioning. The City of Lake Elsinore could also be impacted by terrorism or bio- terrorism that initially targets the Orange County Area, and then spreads the impacts to all neighboring communities.

The City of Lake Elsinore has experienced the following Emergency Incidents since 2014:

• Winter storm flooding January-February 2014, $95,000 in damages. • Winter storm flooding May-April 2005, $53,000 in damages • Severe wind damage October-December 2007, $15,000 in damages • Winter storm flooding and high winds March 2010, $68,000 in damages • Winter storm flooding and high winds December 2010, $60,000 in damages • Regional power outages September 8, 2011, no damages reported • Winter storm flooding and high winds January 2017, $500,000 in damages • Holy Fire August 2018, $59,000 in damages
• Holy Flood February 2019, $111,000 in damages

3.4 MITIGATION PROJECT UPDATES 2018 PLAN
The following table identifies a list of mitigation projects that are completed from the 2018 plan.

Figure 3.4.1 – Mitigation Project Updates 2018 Plan

PROPOSAL
NAME

PROPOSAL

LOCATION

PROPOSAL

TYPE HAZARD IDENTIFICATION & ANALYSIS

DESCRIPTION OF

MITIGATION
ACTION

RESPONSIBLE

PARTIES

FUNDING
SOURCE
Has the
mitigation
strategy been
evaluated to
determine cost
benefits?
STATUS
Rice Canyon
Hazard Mitigation
Project
Rice Canyon
foothills N/NE
of Dale Court
Flood
mitigation
Rice Canyon drains a watershed of 1,250 acres that
encompasses foothill areas of the Cleveland National
Forest. Due to the fire disaster (Holy Fire FM-5268) in the area, a high potential for debris and increased runoff is expected to cause damage to the structures
downstream of the canyon. There is a concern that the
water will spill out or erode past the channel bend and flood the homes and elementary school with both water
and mudflows. There is a high risk to life and property in the area since high velocities and large volumes of
debris are expected. The riverine area has remained
natural for the past 25 years, however, in the recent 15 years, structures have been added adjacent to the canyon mouth. These include homes and an elementary school.

The project proposed to address the high erosive
velocities.

Install slope protection
along the side of the
canyon to decrease the
hazard of debris flow
breaking out or eroding
the banks.

City of Lake
Elsinore
Hazard
Mitigation Grant
Funding
Yes, completed as
part of the original
application.

In-progress
Crossing barriers
on roadways
Various
locations
throughout
City
Flood & mud
flow mitigation
Numerous locations in the City have been identified as
hazardous during rain events due to flooding and mud.

Vehicles and pedestrians have been stuck in the past
Install swing gates that
can be deployed across
the roadway during heavy
rain events.

City of Lake
Elsinore and
possibly Riverside
County Flood
Control
General Fund
and Hazard
Mitigation
Grant Funding
Yes Completed
Drainage
Improvements General Fund General Fund
Lakeshore Drive north of Diamond Dr. has several
locations that routinely flood during heavy rain events creating a hazard for vehicular and pedestrian traffic.

Construct drainage
improvements to channel
the storm flows under the
street.

City of Lake
Elsinore General Fund Yes Completed
Seismic Retrofit
City Hall and
Cultural
Center
Retrofit historic
structures to
withstand
earthquake
City Hall and the Cultural Center are historic buildings constructed of unreinforced masonry. They are used
daily for City operations and have been evaluated as
structurally unsound to withstand an earthquake.

Reinforce the structures
to withstand a seismic
event.

City of Lake
Elsinore
General Fund
and FEMA
Grant
Yes Completed

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17 SECTION 4.0 - HAZARD IDENTIFICATION AND RISK ASSESSMENT

The City of Lake Elsinore’s Planning Team has identified in the table below a list of critical facilities and other community assets identified as important to protect in the event of a disaster. An inventory of critical facilities in the City of Lake Elsinore is kept in the City Emergency Operations Center.

4.1 CRITICAL FACILITIES AND INFRASTRUCTURES

List of Lake Elsinore Critical Facilities

Lake Elsinore Critical Facilities Type Number
Airports 1
Communications Centers 0
Detention Centers 0
Emergency Command Centers 0
Emergency Operations Centers 1
Fire Department Stations 4
Health Care Facilities 0
Law Enforcement Facilities 2
Maintenance Yards 1
Senior Center 1
Elderly Care Facilities 0
Library 2
Schools 12
Public Utilities—Water/Sewer 1
Totals 25

Lake Elsinore Critical Facilities
*Source: City of Lake Elsinore, CA 2022

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4.2 ESTIMATING POTENTIAL PROPERTY LOSS

Please refer to Riverside County Operational Area MJHMP Section 4.5 for the property loss value for the City of Lake Elsinore.

4.3 TABLE/REPLACEMENT VALUE

Name of Asset Replacement
Value ($)
Hazard Specific Info.

City Hall $4,048,913 Seismic susceptibility due to age of structure Chamber of Commerce $4,095,643 Earthquake, Fire, Active, Shooter Fire Department, Station 85 (Grand Ave) $1,639,011 Earthquake, Fire, Active, Shooter Fire Department, Station 94 $2,729,308 Earthquake, Fire, Active, Shooter Fire Department, Station 97 $3,477,784 Earthquake, Fire, Active, Shooter Lake Elsinore Public Works Yard Garage $504,457 Earthquake, Fire, Active, Shooter Lake Elsinore Public Works Yard Office $611,718 Earthquake, Fire, Active, Shooter Alberhill Ranch Park Facilities $5,349,916 Earthquake, Fire, Active, Shooter Neighborhood Center $1,172,010 Earthquake, Fire, Active, Shooter Planet Youth, 400 Graham $984,318 Earthquake, Active, Shooter Community Center, 300 Graham $2,283,747 Earthquake, Fire, Active, Shooter Rosetta Canyon Sports Park Facilities $5,050,594 Earthquake, Fire, Active, Shooter Museum $309,532 Seismic susceptibility due to age of structure Swick-Matich Park Facilities $1,821,411 Earthquake, Fire, Active, Shooter Senior Center, Lakeshore Dr. $1,259,077 Earthquake, Fire, Active, Shooter Yarbrough Park Facilities $386,685 Earthquake, Fire, Active, Shooter Tuscany Hills Park Facilities $1,369,727 Earthquake, Fire, Active, Shooter Cultural Center $3,595,894 Seismic susceptibility due to age of structure Summerhill Park Facilities $210,955 Earthquake, Fire, Active, Shooter Summerlake Park Facilities $578,880 Earthquake, Fire, Active, Shooter Stadium $31,091,454 Earthquake, Fire, Active, Shooter
McVicker Canyon Park Facilities $1,380,615 Earthquake, Fire, Active, Shooter Launch Point Facilities $9,930,035 Earthquake, Fire, Active, Shooter Canyon Hills Community Park $4,205,248 Earthquake, Fire, Active, Shooter * Above data based on CJPIA Property Schedule

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4.4 IDENTIFICATION OF RISKS AND VULNERABILITIES

Lake Elsinore Hazard Identification Risk
Hazards Magnitude
/Severity
High-Priority Significance Ranking
Flood Critical Highly Likely Medium 1
Wildfire Catastrophic Highly Likely High 2
Earthquake Catastrophic Likely High 3
Severe Weather Catastrophic Likely High 4
Hazardous Materials Limited Occasional Low 5
Air Quality Negligible Likely Low 6
Dam Failure Critical Occasional Low 7
Drought Critical Occasional Low
8 8
Magnitude/Severity
Catastrophic – More than 50 percent of property severely damaged; shutdown of facilities for more than 30 days; and/or multiple deaths,
Critical – 25-50 percent of property severely damaged; shutdown of facilities for at least two weeks; and/or injuries and/or illnesses result in permanent disability.

Limited – 10-25 percent of property severely damaged; shutdown of facilities for more than a week; and/or injuries/illnesses treatable do not result in permanent disability.

Negligible – Less than 10 percent of property severely damaged, shutdown of facilities and services for less than 24 hours; and/or injuries/illnesses treatable with first aid.

High-Priority
Highly Likely: Near 100% chance of occurrence in next year, or happens every year Likely; Between 10 and 100% chance of occurrence in the next year, or has a recurrence interval of 10 years or less Occasional: Between 1 and 10% chance of occurrence in the next year, or has a recurrence interval of 11 to 100 years Unlikely: Less than 1% chance of occurrence in the next 100 years, or has a recurrence interval of greater than every 100 years

Significance
High: Widespread potential impact
Medium: Moderate potential impact
Low: Minimal potential impact

Highlighted
Top 4 high-priority hazards and ranked 1 – 4. 1 being the highest and 4 the lowest.

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Top 4 High-Priority Hazards

1. Flood –
Severity – Catastrophic
Significance – Highly Likely

The City of Lake Elsinore has experienced flood damage from numerous winter storms in the past and may continue to have future damages from flooding. Heavy rains can overwhelm the City’s storm drain system and create localized flood problems.

Significant portions of the City and the sphere of influence (SOI) are located within the FEMA mapped 100-year special flood hazard zones. The City of Lake Elsinore has identified flooding sources within the city that include Arroyo del Toro, Channel H, Elsinore Spillway Channel, Lake Elsinore, Leach Canyon Channel, Lime Street Channel, McVicker Canyon, Ortega Wash, Ortega Channel, Rice Canyon, San Jacinto River, Stovepipe Canyon Creek, Temescal Wash, Wash G, Wash I, Murrieta Creek, Wasson Canyon Creek, and potentially Railroad Canyon Dam if the incidence of failure occurs.

Flooding could have an impact on the transportation capability of the City, impacting those that rely on public transportation. The low-lying flat area within the community of Summerly is the most impacted by stormwater flooding. The unhoused population within the City, is concentrated at the Lakebottom off of Riverside Drive area and flooding in this area could cause potential displacement and/or loss of life.

Since the 2018 LHMP there has been significant residential and commercial development in the planning area . None of these developments will be located in a floodplain and the developer must submit storm water drainage plans to the City, which will mitigate localized storm water f looding. The City will continue to enforce the floodplain ordinance on new development and future development. Overall, the development trends will have no impact on the City to Riverine Flooding and a reduced vulnerability to storm water flooding.

2. Wildfire
Severity – Catastrophic
Significance – Highly Likely

Much of the area to the southwest, west, and northwest within the Sphere of Influence (SOI) supports coastal shrub and chamise redshank chaparral. These are prime fuel sources for wildfire. As shown in the map on page 22, Wildfire Susceptibility, the wildfire susceptibility in this area is defined as moderately high. The steep terrain in these areas also contributes to rapid spread of wildfire when one occurs.

The danger of damage to natural resources and structures from wildfire is high in California due to a generally dry climate and a preponderance of highly flammable vegetation over much of the state. From 1999 to 2003, wildfires within the jurisdiction of t he California Department of Forestry and Fire (CDF) averaged 6,081 fires per year and burned an average of 217,908 acres per year. The number of structures damaged during that 5-year span averaged about 1,560 per year. Average annual monetary damages are estimated to be about $275 million. In 2003 alone, the damage from wildfires, which burned 527,753 acres within the CDF jurisdiction, was estimated at about $950 million. As such, the City has adopted the High Fire Severity Zone Map (Map on page 22).

Wildfire susceptibility in the City of Lake Elsinore is defined as moderately high. The combination of Southern California’s Mediterranean climate, with its winter and spring rainfall and hot, dry summers, and the frequency of high wind velocity creates optimum conditions for wildfires. The annual rainfall pattern supports grasses, shrubs, and trees, and the hot arid summers result in dry vegetation. This readily combustible material can be

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easily ignited and will burn hot and fast, especially during high wind co nditions. In fact, Southern California fires, which consumed more than 90% of the wildfire-burned acreage, were accompanied by high-velocity winds.

The City of Lake Elsinore and the SOI are known for periodic high-velocity wind conditions through the Temescal Valley and the steep canyons to the northwest, west, and southwest portions of the SOI. Such winds are due mostly to the area’s topography, which forms a natural wind tunnel along the valley and through the canyons. The area is also subject to occasional Santa Ana conditions.

The City’s facilities could be affected by smoke, poor air quality, or potential power outages caused by a wildfire.

A wildfire would have significant impact on the community due to air quality and potential evacuations. The greatest impact will be to those with breathing issues and limited mobility.

Additionally, the unhoused population within the City, is concentrated at the Lakebottom off of Riverside Drive area and fast-moving wildfire could potentially cause fatalities within this population.

Depending on the location of the fire transportation corridors and evacuation routes could be impacted. Those residents that do not have vehicles would be at the highest risk.

The new development in the City will be built to code, which includes building with fire resistant materials based on fire risk.

High Fire Severity Zone Map

*Source: City of Lake Elsinore – General Plan, CA 2022

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3. Earthquake
Severity – Catastrophic
Significance - Likely

The City of Lake Elsinore is located within the Elsinore Fault zone. The Elsinore Fault consists of multiple strands, many which are recognized as active and zoned by the State of California under the Alquist-Priolo Act (Hart and Bryant 1997).

Risk of surface rupture along these zoned active traces is substantial.

Additionally, the County has zoned additional faults in the City. The Elsinore Fault is believed to can generate earthquakes with moment magnitudes in the range of 6.5–7.5, with a recurrence interval of approximately 250 years between major events. Smaller events may occur more frequently. Thus, the City and the SOI are likely to experience repeated moderate to strong ground shaking generated by the Elsinore fault in the foreseeable future. The City and surroundings also have the potential to experience significant ground shaking because of seismic activity on many the Peninsular Ranges’ other active faults including the San Andreas Fault.
*Source: Quaternary Fault and Fold Database of the United States (QFFDUS). 2021

A magnitude 6.5 or greater earthquake would impact the entire City area including all of the critical facilities. A Magnitude 6. 5 or greater earthquake would be catastrophic to the entire community. There would be large spread damage to

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housing and community lifelines. The potential road damage would make it difficult for transportation out of the affected areas or first responders to access. The aging population and those under the age of five would be the greatest impacted. The City noted that future developments should be built to seismic code and even though built to code, these structures could still be at risk from earthquake shaking.

However, this new development could potentially change the demographics of the City, as a younger population with reduced social vulnerability purchases the units, decreasing the overall vulnerability to the planning area.

4. Severe Weather- Heat
Severity – Catastrophic
Significance - Likely

The Severe Weather in Lake Elsinore can be brought on during rare times like a hurricane in the winter or a hailstorm in the summer. When there is an instance of something unusual happening, the weather is considered severe.

Temperature inversions are the prime factor in the accumulation of contaminants in the Basin. The mild climatological pattern is interrupted infrequently by periods of extremely hot weather, winter storms, and Santa Ana winds. The topography and climate of Southern California combine to create an area of high air pollution potential in the Basin. During the summer months, a warm air mass frequently descends over the cool, moist marine layer produced by the interaction between the ocean’s surface and the lowest layer of the atmosphere. The warm upper layer forms a cup over the cool marine layer, which prevents pollution from dispersing upward. This inversion allows pollutants to accumulate within the lower layer. Light winds during the summer further limit ventilation from occurring. Due to the low average wind speeds in the summer and a persistent daytime temperature inversion, emissions of hydrocarbons and oxides of nitrogen have an opportunity to combine with sunlight in a complex series of reactions. These reactions produce a photochemical oxidant commonly known as smog. Since the Basin experiences more days of sunlight than any other major urban area in the United States, except Phoenix, the smog potential in the region is higher than in most other areas of the nation.

The major factors affecting local air pollution conditions in the Lake Elsinore planning area are the extent and types of both region-wide and local emissions, climate, and meteorology. The general climate of Lake Elsinore is characterized by sparse winter rainfall and hot summers tempered by cool ocean breezes. The climate in and around Lake Elsinore, as well as most of Southern California, is controlled largely by the strength and position of the subtropical high-pressure cell over the Pacific Ocean. This high-pressure cell produces a typical Mediterranean climate with warm summers, mild winters, and moderate rainfall. This pattern is infrequently interrupted by periods of extremely hot weather brought in by Santa Ana winds. Most of the area’s precipitation occurs intermittently between November and April; the area is still dominated by sunny or partly sunny conditions during these months. Cyclic land and sea breezes are the primary

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factors affecting the region’s mild climate. The daytime winds are normally sea breezes, predominantly from the west, that flow at relatively low velocities. Just south of Lake Elsinore, the Lake Elsinore Convergence Zone acts as an invisible boundary that obstructs much of the inland basin air pollutants from continuing south beyond the Lake Elsinore area. Coastal winds within the Lake Elsinore Convergence Zone are a primary factor for the obstruction. They allow air pollutants to be dispersed just south of the convergence zone and accumulate within the Lake Elsinore area, including surrounding communities to the north and east.

All of the critical infrastructure within the City are at risk from extreme heat, due to potential power outage that be caused by a heat wave. These facilities should have backup generator power to ensure continuity of operations.

The most vulnerable populations overall in the community would be the unhoused population, infants, and children under 5, elderly, and those individuals with disabilities.

The City encourages that future facilities have emergency plans or backup power to address power failure during times of extreme heat and in the event of a Public Safety Power Shutoffs (PSPS) or other interruption in service.

*Source: National Weather Service – Weather.gov > San Diego, CA Climate

SECTION 5.0 - COMMUNITY RATING SYSTEM

5.1 REPETITIVE LOSS PROPERTIES

We have 3 repetitive loss properties relating to flooding that occurred in the City of Lake Elsinore prior to the construction of the Lake Management Program improvements. Due to staff turnover, we currently do not have the h istorical data regarding the loss properties available.

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City Mitigated? Insured? Date of Loss Date of Loss Total Paid LAKE ELSINORE YES NO 02/14/1980 01/05/1979 $ 91,618.83
LAKE ELSINORE NO NO 12/04/1982 03/15/1980 $ 21,052.64
LAKE ELSINORE NO NO 04/15/1983 08/11/1980 $ 16,436.09

5.2 NATIONAL FLOOD INSURANCE PROPERTIES

a. Describe participation in NFIP, including any changes since previously approved plan. The City of Lake Elsinore has participated in the National Flood Insurance Program since 1980.
b. Date first joined NFIP. September 17, 1980
c. Identify actions related to continued compliance with NFIP.

The City maintains compliance with the NFIP program through adoption and enforcement of the State Department of Water Resources Model Flood Damage Prevention ordinance(s). In 2017, the City adopted updates to the ordinance in compliance with the state model.

Additionally, City Ordinance 1280, Flood Damage Prevention and 1105, Floodplain Management provide for levels of flood damage protection that exceed the NFIP minimum standards by requiring freeboard of 2-3 feet above the base flood elevation in special flood hazard zones. New Development and/or Significant Re-Development projects are conditioned to comply during the design review and/or CEQA processes by the Planning, Building and Engineering Departments.

Further, in 2022, the City adopted the California Building Code revisions which provided for a higher level of protection for New Development and Significant Redevelopment projects proposed in the special flood hazard zones.

d. CRS member? The City of Lake Elsinore is a CRS member. e. CRS class? CRS class is 9.
f. Describe any data used to regulate flood hazard area other than FEMA maps. None
g. Have there been issues with community participation in the program? No
h. What are the general hurdles for effective implementation of the NFIP? None

i. Summarize actions related to continued compliance with NFIP (c-2 and c-4) In the early to mid ‘90s, the City joined with the US Army Corps of Engineers, Elsinore Valley Municipal Water District and Riverside County Flood Control and Water Conservation District to form the Lake Management Plan. Implementation of the plan included construction of a levee in the back basin, dedication of wetlands conservation area; formalization of inflow and outflow channels and imposition of stricter

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development standards for properties in flood prone areas. The City provides information to residents regarding flood hazards, actions they can take to be safe during a flood event, flood insurance requirements, and requires that new development and significant redevelopment comply with the City’s flood ordinances and meet FEMA standards for construction. In 2017, the City adopted updates to its Flood Damage Prevention ordinance in compliance with the state model as well as the California Building Code revisions which provide for a higher level of flood protection than before.

j. Repetitive Loss Properties -Upon joining the CRS, the City had 10 repetitive loss properties; we now have 3.

Other risks:

The City of Lake Elsinore shares the same risks and vulnerabilities as the rest of the Riverside County area.

SECTION 6.0 - CAPABILITIES ASSESSMENT

Capabilities are the programs and policies currently in use to reduce hazard impacts or that could be used to implement hazard mitigation activities. This capabilities assessment is divided into five sections.
• Regulatory Mitigation Capabilities
• Administrative and Technical Mitigation Capabilities
• Fiscal Mitigation Capabilities
• Funding Opportunities
• Mitigation Outreach and Partnership

6.1 REGULATORY MITIGATION CAPABILITIES TABLE

These capabilities can be expanded and improved by adopting our own Engineering Standards and Guidelines. Incorporating hazard information into the General Plan.

Implement a process to ensure mitigation actions identified in the hazard mitigation plan are reviewed as part of the update to the City’s Capital Improvement Program, Continuity of Operations Plan, and Emergency Operations Plan.

The table below summarizes the regulatory tools used by the City of Lake Elsinore to further the hazard mitigation goals of this LHMP updated plan.

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Regulatory Tool Active
Yes/No
Comments
General plan Yes Current Plan is being updated.

Zoning ordinance Yes Reviewed periodically for compliance with current general plan, state, and federal laws
Subdivision ordinance Yes
Site plan review requirements Yes Ongoing. All new development, significant redevelopment, temporary use permits, conditional use
permits, grading permits and building permits require site plan review and approval.

Floodplain ordinance Yes Updated city- w i d e ordinance to provide for higher standards for compliance in 2010; supplemental ordinance with even higher regulatory standards in place for area directly surrounding the Lake.

Other special purpose ordinance
(storm water, water conservation,
wildfire)
Yes Water Conservation Ordinance, Multi-Species Habitat Conservation Plan, Water Efficient Landscape Ordinance; Flood Damage Prevention Ordinance, Flood Plain
Management Ordinance, Storm Water Pollution Prevention
Ordinance.

Building code Yes Version: Adopted California Building Code in 2022….

Fire department ISO rating Yes The overall Fire Department Operation was “Class 4” rating countywide.

The exception to the “Class 4” rating would be the outlying areas that are further than five (5) “linear” miles from a fire station and/or have no domestic (hydrants) water
infrastructure for fire protection, these areas are still rated as a “Class 9”. There are few areas that fit into this exception and each case must be evaluated individually to see which rating applies.

Erosion or sediment control
program
Yes Soil disturbance that is permitted requires
implementation of an erosion and sediment control plan.

Storm water management
program
Yes Updated Storm Water Ordinance in December 2011 to
provide for increased legal authority and higher regulatory standards. Additionally, the City conducts compliance
activities to ensures compliance with the Santa Ana Region NPDES MS4 Permit.

Capital improvements plan Yes Five-year plan; updated annually.

Economic development plan Yes
Local emergency operations
plan
Yes Emergency Operations Plan, May 2010. Currently working on it and to be completed by June of 2024
Flood Insurance Study or other
engineering study for streams
Yes Adopted 2017 F E M A Flood Insurance Study.

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6.2 ADMINISTRATIVE/TECHNICAL MITIGATION CAPABILITIES

The Administrative and Technical capabilities can be expanded and improved researching ideas and funds for a mass notification system for our City and its constituents. Reduce risk through coordination with department managers during the annual review of the LHMP and as the City progresses towards implementation. This coordination would identify information that should be included in future updates.

The table below is a list of City Departments that can have a role in activities related to hazard mitigation in the City of Lake Elsinore.

Personnel Resources Active
Yes/No
Department/Position
Planner/engineer with knowledge of land
development/land management practices Yes
Planning Division:

Planning
Manager
Engineer/professional trained in
construction practices related to
buildings and/or infrastructure
Yes
Public Works Department: City Engineer,
Capital Improvement Project Manager and
Building and Safety Division: Building &
Safety Manager, Building Inspector
Engineer with an understanding of
natural hazards Yes Engineering Division: City Engineer

Personnel skilled in GIS Yes GIS Analyst Engineering Division:

Engineering Technician II
Full time building official Yes Building and Safety Division: Building Official
Floodplain manager Yes Emergency Services, Public Works Department, City Engineer
Emergency manager Yes Emergency Services Manager
Grant writer
Yes
Engineering Technician, Emergency
Services
GIS Data—Land use No Assistant City Manager’s Office,
Emergency Services
GIS Datalinks to Assessor’s data Yes

City Manager’s Office: GIS Analyst, IT
Supervisor, Emergency Services
Warning systems/services (Reverse
9-11, outdoor warning signals) Yes Emergency Services
Storm Water Pollution
Prevention/NPDES Coordinator Yes Engineering Department: Senior Engineering Technician

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29 6.3 FISCAL MITIGATION CAPABILITIES TABLE

Fiscal Capabilities can be expanded and improved upon by applying for all grants that are available to help the City of Lake Elsinore Emergency Services Department vision in creating a CERT and Teen CERT program.

The table below identifies financial tools or resources that the City could potentially use to help fund mitigation activities.

Financial Resources Accessible / Eligible
to Use (Yes/No)
Comments
Community Development Block Grants Yes
Capital improvements project funding Yes
Authority to levy taxes for specific purposes Yes With voter approval Fees for water, sewer, gas, or electric
services
No Privately Owned
Impact fees for new development Yes With City Council approval Incur debt through general obligation bonds Yes With voter approval Incur debt through special tax bonds Yes With voter approval Incur debt through private activities No
Withhold spending in hazard prone areas N/A
Other N/A

6.4 FUNDING OPPORTUNITIES
The City of Lake Elsinore has the same funding opportunities as Riverside County Operational Area.

6.5 MITIGATION OUTREACH AND PARTNERSHIPS

The City of Lake Elsinore has been training residents and employees in the FEMA Community Emergency Response Team (CERT) training program since 2007 and has trained about 1000 residents in earthquake and disaster response. The city also has purchased four (4) fully equipped CERT Response Trailers to assist with community response and recovery following a major earthquake, flood, or other disaster.

The City of Lake Elsinore Emergency Services Department provide training and support to CERT volunteers. The use of CERT trained volunteers helps to mitigate the effects of a major earthquake, flood, fire, public health emergency, terrorism related event, or other community emergency.

Lake Elsinore’s Administrative Services Department handles finance and purchasing, city budgeting, risk management, information technology, and business licensing for the community.

The department may be responsible for implementing mitigation actions related to the department’s scope.

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30 Lake Elsinore’s Public Works Department is responsible for City-owned infrastructure, including streets, bike lanes and sidewalks, storm drains, traffic signals, and streetlights. Mitigation actions involving new or retrofitted public infrastructure, as well as those related to water conservation, fall within the purview of the Public Works Department.

The city does participate in the annual Great Shake Out with all staff and host an Emergency Preparedness Expos for the community. All city departments do their outreach via social media, city website, and council meeting.

SECTION 7.0 - MITIGATION STRATEGIES

The City of Lake Elsinore coordinated with multiple cities and agencies throughout Riverside County to update of our LHMP Annex. The cooperation and discussions both in regional meetings, community outreach and in internal meetings allowed for both “big picture” and “local jurisdiction” views of mitigation need and possibilities.

The Part Two, Agency Inventory Worksheet provided a tool to recognize hazards and their severity and assisted in determining what mitigation actions are appropriate to lessen or prevent the hazard on a long-term basis.

7.1 GOALS AND OBJECTIVES

The City of Lake Elsinore General Plan (The current plan will be updated later this year 2023) reflects the City’s long-range aspirations (20 years) of physical form and amenity and provides guidance for developmental regulations, such as zoning and subdivision ordinances.

The plans goals support hazard mitigation as follows:

City of Lake Elsinore 2012 General Plan Update Hazard Mitigation Policy & Goals (HMP & G)
HMP&G 1: Air Quality Goals and Policies.

❖ Goal 1.1a: Continue to coordinate with the Air Quality Management District and the City’s Building Department to reduce the amount of fugitive dust that is emitted into the atmosphere from unpaved areas, parking lots, and construction sites.

Policies:

1.1a.1 Implement a control plan for areas within the City that are prone to wind erosion of soil and take measures to prevent illegal off-highway vehicle use.

1.1a.2 Require vegetation stabilization for disturbed land including phased construction projects.

1.1a.3 Require construction equipment used for new developments to be properly maintained according to manufacturers’ specifications.

1.1a.4 Restrict the idling of construction equipment to no longer than 10 minutes.

1.1a.5 Require equipment operators to use only diesel equipment or diesel vehicles with engines built in 1996 or later.

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31 1.1a.6 Require the use of control measures for windborne emissions such as watering active construction areas, covering open stockpiles or vehicles hauling loose materials, and paving or applying non-toxic soil stabilizers on unpaved access roads and temporary parking areas.

1.1a.7 Continue to implement requirements identified in the National Pollutant Discharge Elimination System (NPDES).
 5-YEAR PLAN:

Seek grant opportunities to synchronize the City’s traffic signals to reduce vehicle idling time and emissions.

Install a natural gas fueling station within the City limits. Not completed, due to lack of funds
Seek grant opportunities to replace fleet vehicles with alternative fuel vehicles such as natural gas.

NOT COMPLETED, DUE TO LACK OF FUNDS.

❖ Goal 1.1.b: Work with regional and state governments to develop effective mitigation measures to improve air quality.

Policies:

1.1b.1 Support the SCAQMD in its development of improved ambient air quality monitoring capabilities and establishment of standards, thresholds, and rules to address, and where necessary mitigate, the air quality impacts of new development.

1.1b.2 Work with the county and regional agencies to evaluate the feasibility of implementing a special fund and a system of charges (e.g., pollution charges, user fees, congestion pricing, and toll roads) that requires, where possible, individuals who undertake polluting activities to bear the economic cost of their actions.

1.1b.3 Promote programs that educate the public about regional air quality issues, opportunities, and solutions.
 5-YEAR PLAN:

Review and update as required, City Ordinances to ensure compliance with state AQMD standards and to provide stringent penalties for violation of AQMD standards.
❖ Goal 1.1c: Reduce greenhouse gas emissions waste through improved management of waste handling and reductions in waste generation.

Policies:

1.1c.1 The City will improve emissions control at waste handling facilities, in the event such facilities are constructed within the City’s jurisdiction.

1.1c.2 The City will implement enhanced programs to divert solid waste from landfill operations.

1.1c.3 The City will enhance regional coordination on waste management.  5-YEAR PLAN:

Coordinate promotion of recycling with the City’s waste handler, CR&R.

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32 HMP&G 2: Hazardous Materials Goals and Policies

❖ Goal 2.1: Reduce the level of risk associated with the use, transport, treatment, and disposal of hazardous materials to protect the community’s safety, health, and natural resources.

Policies:

2.1.1 Continue to require hazardous waste generators to implement a waste reduction program per the Riverside County Hazardous Waste Management Plan with necessary inspections per the Riverside County Hazardous Materials Handlers Program.

2.1.2 Require any proposed development within proximity to an active and/or inactive landfill to complete a technical analysis that focuses on public safety and hazard issues. The analysis shall be prepared by a professional consultant.

2.1.3 Provide for the safe disposal of hazardous materials to protect the City against a hazardous materials incident.

2.1.4 Continue operating household hazardous waste education and collection programs in collaboration with the Riverside County Department of Environmental Health.

2.1.5 Evaluate new development on or adjacent to the Santa Ana Regional Interceptor (SARI) line requiring extensive subsurface components or containing sensitive land uses such as schools on a project-by-project basis to determine impacts if an accident occurs.

2.1.6 Comply with the Riverside County Underground Storage Tank Program and Health and Safety Code Sections 25280-25289 and ensure adequate leak detection, maintenance of records, and reporting of spills.

2.1.7 Require that all petroleum and gas pipelines are maintained by the owners.

In the event of a leak, the City shall ensure that all responsible parties comply with the standards set by the California Department of Fish & Game Office of Spill Prevention and Response.

 5-YEAR PLAN:

Expand monthly hazardous waste collection events to include all Riverside County residents.

Establish a “Clean Extreme” program that involves the public in City wide cleanup efforts. Established with yearly events planned.

Establish a watershed cleanup program made up of community volunteers to annually clean up areas adjacent to waterways. Not Completed

HMP&G 3: Wildfire Hazards Goals and Policies

❖ Goal 3.1: Adhere to an integrated approach to minimizing the threat of wildland fires to protect life and property using pre-fire management, suppression, and post-fire management.

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33 Policies:

4.1 Require on-going brush clearance and establish low fuel landscaping policies to reduce combustible vegetation along the urban/wildland interface boundary.

4.2 Create fuel modification zones around development within high hazard areas by thinning or clearing combustible vegetation within 100 feet of buildings and structures.

The fuel modification zone size may be altered with the addition of fuel resistant building techniques. The fuel modification zone may be replanted with fire-resistant material for aesthetics and erosion control.

4.3 Establish fire resistant building techniques for new development such as non - combustible wall surfacing materials, fire-retardant treated wood, heavy timber construction, glazing, enclosed materials and features, insulation without paper- facing, and automatic fire sprinklers. an education program to inform citizens about the threat of human wildfire origination from residential practices such as outdoor barbeques and from highway use such as cigarette littering.

4.4 Create emergency water supply procedures that allow for immediate access to existing reservoirs, tanks, and water wells for fire suppression.

4.5 Adhere to Chapter 7.1 of the Fire Code pursuant to adopted High Severity Zone Maps.

 5-YEAR PLAN:

Secure funding to operate the City’s Weed Abatement program on a year- round basis. Not completed due to lack of funds.

HMP&G 4: Flooding and Floodplains Goals and Policies

❖ Goal 4.1: Minimize the risk of injury to residents and visitors and of property damage due to flooding.

Policies:

4.1.1 Continue to ensure that new construction conforms to all applicable provisions of the National Flood Insurance Program to protect buildings and property from flooding.

4.1.2 Continue to encourage floodway setbacks for greenways, trails, and recreation opportunities.

4.1.3 Reduce the risk of flooding by creating floodway setbacks for greenways, trails, and recreation areas and by prohibiting development within the floodways.

4.1.4 Encourage that new developments within the floodplain fringe shall preserve and enhance existing native riparian habitat.

4.1.5 Continue to require the construction of channel improvements to allow conveyance of the 100-year flow without extensive flooding.

4.1.6 Use FEMA regulations and mapping to ensure that flooding hazards are evaluated during the environmental review process, including placement of restrictions on development within designated floodplain areas.

4.1.7 Promote drainage improvements that maintain a natural or semi-natural floodplain.

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34 4.1.8 Utilize the Capital Improvement Program for storm drainage projects and maintenance and improvement of local storm drain systems including channels, pipes, and inlets to ensure capacity for maximum runoff flows.

 5-YEAR PLAN:

Install drainage improvements along Lakeshore to eliminate flooding in low lying areas.

Adopt and implement Master Drainage Plan update.

Secure funding assistance through Federal and/or State Grant opportunities to fund flood pre-hazard mitigation improvements.

Secure funding assistance through US Army Corps of Engineers for Levee improvements.

HMP&G 5: Seismic Activity Goals and Policies

❖ Goal 5.1: Minimize risk of loss of life, injury, property damage, and economic and social displacement due to seismic and geological hazards resulting from earthquakes and geological constraints.

Policies:

5.1.1 Continue to make every effort to reduce earthquake-induced fire as a threat.

5.1.2 Encourage programs to assist in the seismic upgrading of buildings to meet building and safety codes.

5.1.3 Identify the potential for ground shaking, liquefaction, slope failure, seismically induced landslides, expansion and settlement of soils, and other related geologic hazards for areas of new development in accordance with the Fault Rupture Hazard Overlay District adopted by the City of Lake Elsinore Zoning Code. The City may require site- specific remediation measures during permit review that may be implemented to minimize impacts in these areas.

Seismic Retrofit City Hall and the Cultural Center. Completed

RELATED GOALS & POLICIES

The following Goal is closely related to those of this Element.

Public facilities and services that is adequate and convenient to all City residents.

❖ Goal HMP-1.1: Work with the Riverside County Fire Department to accurately forecast future needs and provide adequate and timely expansion of services and facilities.

Policy HMP-1.1a: Maintain the Fire Facilities component of the Development Impact Fee to assure that new development pays its fair share of future fire stations.

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35 Policy HMP-1.1b: New development proposals shall continue to be routed to the Fire Department to assure that project access and design provide for maximum fire safety.

❖ Goal HMP-1.2: Accurately forecast future needs and provide adequate and timely expansion of services and facilities.

Policy HMP-1.2a: Maintain the Police Facilities component of the Development Impact Fee to assure that new development pays its fair share of future police facilities.

Policy HMP-1.2b: New development proposals shall continue to be routed to the Police Department to assure that project access and design provide for defensible space and maximum crime prevention.

❖ Goal HMP-1.3: Assure that community-based policing and community programs to encourage resident participation are implemented to the greatest extent possible.

Policy HMP-1.3a: The Sheriff’s office will assign a liaison to attend the Citizen Corps and Public Safety Advisory Committee meetings.

❖ Goal HMP-1.4: Maintain an emergency response program consistent with State law, and coordinate with surrounding cities, Riverside County, and other emergency service providers.

Policy HMP-1.4a: Conduct review and update the Emergency Operations Plan to address the City’s growth in population and built environment, as well as new emergency response techniques.

Policy HMP-1.4b: Coordinate all emergency preparedness and response plans with neighboring cities, the County of Riverside, local health care providers and utility purveyors, and the California O f f i c e o f Emergency Services (CalOES).

Policy HMP-1.4c: Continue coordinated training for City Emergency Response Team members, Community Emergency Response Team (CERT) volunteers, and related response agency personnel.

❖ Goal HMP-1.5: Ensure that Critical facilities such as police and fire stations, hospitals and clinics, schools and utility substations are sited away from identified hazard areas.

Policy HMP-1.5a: Review and amend as appropriate development regulations to ensure critical facilities are not located in an area identified in the General Plan as a hazard area.

❖ Goal HMP-1.6: Conduct public outreach to provide education programs and literature to its residents, businesspeople and property owners on earthquake preparedness, fire safety, flooding hazards and other emergencies.

Policy HMP-16a: The Emergency Services Division will maintain emergency preparedness information and handouts at City Hall, the Senior Center and Library and be distributed at community events. Additionally, the City’s website and other media resources shall be utilized to inform and

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36 educate residents and business owners on emergency preparedness matters.

Policy HMP-1.6b: The Emergency Services Division will continue to coordinate training for Community Emergency Response Team (CERT) volunteers and publicize training sessions to the City’s residents and business owners.

7.2 MITIGATION ACTIONS

The City of Lake Elsinore coordinated with multiple cities and agencies throughout Riverside County in the update of our LHMP Annex. The cooperation and discussions were held at regional meetings, community outreach, and internal meetings which allowed for both “big picture” and “local jurisdiction” views of mitigation needs and possibilities.

Table below identifies the 2023 LHMP Mitigation Acitions

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37 LAKE ELSINORE

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38 7.3 ON-GOING MITIGATION STRATEGY PROGRAMS
The City of Lake Elsinore is focusing on mitigation actions for its high priority hazards which are air quality, wildland f ire, hazardous materials, earthquake, landslide and other slope stability hazards, and f looding. These hazards happen more often than other s and do cause a significant amount of damage to city’s infrastructure and the community.

Air Quality:

• Implement a control plan for areas within the City that are prone to wind erosion of soil and take measures to prevent illegal off-highway vehicle use.

• Require vegetation stabilization for disturbed land including phased construction projects.

• Require construction equipment used for new developments to be properly maintained according to manufacturers’ specifications.

• Require the use of control measures for windborne emissions such as watering active construction areas, covering open stockpiles or vehicles hauling loose materials, and paving or applying non-toxic soil stabilizers on unpaved access roads and temporary parking areas. Continue to implement requirements identified in the National Pollutant Discharge Elimination System (NPDES).
• Support the SCAQMD in its development of improved ambient air quality monitoring capabilities and establishment of standards, thresholds, and rules to address, and where necessary mitigate, the air quality impacts of new development.

• Work with the county and regional agencies to evaluate the feasibility of implementing a special fund and a system of charges (e.g., pollution charges, user fees, congestion pricing, and toll roads) that requires, where possible, individuals who undertake polluting activities to bear the economic cost of their actions.

• Promote programs that educate the public about regional air quality issues, opportunities, and solutions.

• The City will improve emissions control at waste handling facilities, in the event such facilities are constructed within the City’s jurisdiction.

• The City will implement enhanced programs to divert solid waste from landfill operations.

• The City will enhance regional coordination on waste management.

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39 Hazardous Materials:

• Continue to require hazardous waste generators to implement a waste reduction program per the Riverside County Hazardous Waste Management Plan with necessary inspections per the Riverside County Hazardous Materials Handlers Program.

• Require any proposed development within proximity to an active and/or inactive landfill to complete a technical analysis that focuses on public safety and hazard issues. The analysis shall be prepared by a professional consultant.

• Provide for the safe disposal of hazardous materials to protect the City against a hazardous materials incident.

• Continue operating household hazardous waste education and collection programs in collaboration with the Riverside County Department of Environmental Health.

• Evaluate new development on or adjacent to the Santa Ana Regional Interceptor (SARI) line requiring extensive subsurface components or containing sensitive land uses such as schools on a project-by-project basis to determine impacts if an accident occurs.

• Comply with the Riverside County Underground Storage Tank Program and Health and Safety Code Sections 25280-25289 and ensure adequate leak detection, maintenance of records, and reporting of spills.

• Require that all petroleum and gas pipelines are maintained by the owners.

In the event of a leak, the City shall ensure that all responsible parties comply with the standards set by the California Department of Fish & Game Office of Spill Prevention and Response.

Wildfire Hazards:

• Require on-going brush clearance and establish low fuel landscaping policies to reduce combustible vegetation along the urban/wildland interface boundary.

• Create fuel modification zones around development within high hazard areas by thinning or clearing combustible vegetation within 100 feet of buildings and structures. The fuel modification zone size may be altered with the addition of fuel resistant building techniques. The fuel modification zone may be replanted with fire-resistant material for aesthetics and erosion control.

• Establish fire resistant building techniques for new development such as non- combustible wall surfacing materials, fire-retardant treated wood, heavy timber

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40 construction, glazing, enclosed materials and features, insulation without paper- facing and automatic fire sprinklers.

• Establish an education program to inform citizens about the threat of human wildfire origination from residential practices such as outdoor barbeques and from highway use such as cigarette littering.

• Create emergency water supply procedures that allow for immediate access to existing reservoirs, tanks, and water wells for fire suppression.

• Adhere to Chapter 7.1 of the Fire Code pursuant to adopted High Severity Zone Maps.

• Condition project to comply with Fire Department requirements, and work with the California Department of Forestry and the County Fire Department supporting public fire education and prevention programs.

• Implement an education program to inform citizens about the threat of human wildfire origination from residential practices such as outdoor barbeques and from highway use such as cigarette littering

Flooding Hazards:

• Ensure that new construction conforms to all applicable provisions of the National Flood Insurance Program to protect buildings and property from flooding.

• Encourage floodway setbacks for greenways, trails, and recreation opportunities.

• Create floodway setbacks for greenways, trails, and recreation areas and by prohibiting development within the floodways.

• Require new developments within the floodplain fringe preserve and enhance existing native riparian habitat.

• Require the construction of channel improvements to allow conveyance of the 100-year flow without extensive flooding.

• Use FEMA regulations and mapping to ensure that flooding hazards are evaluated during the environmental review process, including placement of restrictions on development within designated floodplain areas.

• Promote drainage improvements that maintain a natural or semi-natural floodplain.

• Utilize the Capital Improvement Program for storm drainage projects and maintenance and improvement of local storm drain systems including channels, pipes, and inlets to ensure capacity for maximum runoff flows.

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41 • Through the project review and the CEQA processes the City shall assess new development and reuse applications for potential flood hazards, and shall require compliance with FEMA Special Flood Hazard Areas where appropriate.

Seismic Activity:

• Continue to make every effort to reduce earthquake-induced fire as a threat.

• Seek out and promote programs to assist in the seismic upgrading of buildings to meet building and safety codes.

• Identify the potential for ground shaking, liquefaction, slope failure, seismically induced landslides, expansion and settlement of soils, and other related geologic hazards for areas of new development in accordance with the Fault Rupture Hazard Overlay District adopted by the City of Lake Elsinore Zoning Code.

Require site-specific remediation measures during permit review that shall be implemented to minimize impacts in these areas.

• The City recognizes the importance of addressing secondary seismic hazards, and has delineated areas of known and suspected liquefaction hazard. In general, liquefaction susceptibility ranges from very low in the former lake footprint to moderate on much of the remainder of the valley floor and very high in the valley floor corridor formerly occupied by the axial riverine drainage.

Liquefaction potential is also very high along the area’s principal tributary drainages and on portions of the alluvial fans on the valley’s eastern margin.

• The City applied for and received a FEMA grant to reinforce the City Hall and Cultural Center buildings; retrofit completed in 2012.

Landslide and Other Slope Stability Hazards:

• The State of California has not yet issued seismic hazards maps for the Lake Elsinore Area. Upon completion, these maps will be required to delineate areas at risk from seismically induced landslides. A substantial proportion of the City, SOI, and surrounding area are located on slopes of 25%–35% or steeper, and much of the area is at substantial risk of seismically induced slope failure.

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42 7.4 FUTURE MITIGATION STRATEGIES

The City of Lake Elsinore’s mitigation goals and objectives include the following:

Local Jurisdiction Mitigation Strategies and Goals
The City of Lake Elsinore mitigation planning group has created a list of Mitigation Strategies and Goals for the community hazards identified to include the following:

Actively pursue to completion the mitigation policies and strategies contained in the Lake Elsinore General Plan.

Synchronize traffic signals throughout the City to minimize traffic congestion and associated vehicle emissions.

Pursue natural gas vehicle fueling station within the City limits.

Replace older fleet vehicles with alternative fuel vehicles when feasible and when not possible replace with vehicles that meet or exceed current emission standards.

Continue to train Emergency Operations Center and general city staff in our Emergency Operations Plan and the Incident Command System (ICS), the California Standardized Emergency Management System (SEMS), and the National Incident Management System (NIMS).

Continue to train and educate the public and business community in Lake Elsinore CERT and Lake Elsinore PREP to increase the percentage of our population that is prepared and ready to respond to any emergency and stabilize their neighborhoods and business neighborhoods to assist the first responders my minimizing the effects of any emergency incident.

SECTION 8.0 - PLAN IMPLEMENTATION AND MAINTENANCE PROCESS

8.1 Plan Implementation
The City of Lake Elsinore Emergency Services Division will oversee the 2023 LHMP. In coordination with other City Departments, we will monitor and evaluate our LHMP on an ongoing and annual basis for the 5-year cycle required.

All updates will be presented in the form of a council report to the City of Lake Elsinore for approval. Our city/agency will monitor and evaluate our LHMP on an annual basis. Over the next 5 years, the City will review the LHMP and will assess, among other things, whether:

• The goals and objectives are relevant to current and expected conditions. • Risks identified have changed or new types have been identified.

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43 • The current resources are appropriate for implementing the plan. • There are implementation problems, such as technical, political, legal, or coordination issues with other agencies.
• The outcomes have occurred as expected (a demonstration of progress). • The agencies and other partners participated as originally proposed.

If the City of Lake Elsinore discover changes have occurred during the evaluation, the City will update the LHMP revision page and notify Riverside County to update our Annex.

The Riverside County Emergency Management Department will coordinate the monitoring, evaluation, and update of the MJLHMP.

8.2 Plan Maintenance and Review

The City’s Emergency Services Department is responsible for initiating plan reviews for the planning area. To monitor progress and update the mitigation strategies identified in the mitigation action plan, The City, Emergency Manager will revisit this Plan Update annually each year or following a hazard event. The City’s LHMP Committee will meet annually to review progress on plan implementation. This LHMP update is anticipated to be fully approved and adopted in mid -2023, the next LHMP update for the City of Lake Elsinore Planning Area will occur in 2028.

Criteria for Annual Reviews:
• The renovations to city infrastructure including water, sewer, drainage, roads, bridges, gas lines, and buildings.
• Natural hazard occurrences that required activation of the Emergency Operations Center (EOC), whether the event resulted in a presidential disaster declaration.
• Natural hazard occurrences that were not of a magnitude to warrant activation of the EOC or a federal disaster declaration but were severe enough to cause damage in the City or closure of offices, schools, or public services.

If the City identifies changes have occurred during the evaluation, we will update the LHMP Revision Page, and notify Riverside County EMD to update our Annex.

The Riverside County Emergency Management Department will coordinate the monitoring, evaluation, and update of the MJLHMP.

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44 8.3 The Incorporation into Existing Planning Mechanisms

The mitigation measures from the 201 8 LHMP have been incorporated into the 202 3 LHMP in addition to the 2023/2024 General Plan Update, 2021 Safety Element, Zoning Code update, and Environmental impact report.

The Lake Elsinore Municipal Code provides for mitigation of the hazards identified in the LHMP and an emergency response and disaster relief plan in the event of an emergency. The following codes include:

Chapter 8.20 BURNING AND FIRE HAZARDS
Chapter 15.56 UNIFORM FIRE CODE
• Chapter 15.04 BUILDING CODE
• Chapter 17.36 (HPD) HILLSIDE PLANNED DEVELOPMENT OVERLAY

DISTRICT
Chapter 2.20 DISASTER RELIEF
Chapter 8.32 WEED AND RUBBISH ABATEMENT
Chapter 8.18 NUISANCE ABATEMENT
Chapter 14.08 STORMWATER/URBAN RUNOFF MANAGEMENT AND

DISCHARGE CONTROLS
Chapter 14.04 SURFACE MINING AND RECLAMATION
Chapter 15.64 FLOOD DAMAGE PREVENTION
Chapter 15.68 FLOODPLAIN MANAGEMENT
Chapter 16.48 DRAINAGE IMPROVEMENTS
• Chapter 2.48 PERSONNEL

The City Municipal Code takes cues from state and federal regulations as well as historical events in the City in promulgating regulations and guidance. As new regulations are passed at the state and federal level, Department staff aware of the new requirements drafts updates to the Lake Elsinore Municipal Code for City Council approval. Changes and ordinances are presented before City Council by way of a public hearing during which comments are sought, considered and recommendations made.

The City of Lake Elsinore also incorporated their 2018 LHMP with the same efforts as their 2023 LHMP by integrating it into the Lake Elsinore Municipal Code.

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45 SECTION 9.0 - CONTINUED PUBLIC INVOLVEMENT

The City proposes to utilize a variety of methods to involve the public in the ongoing and annual review of the LHMP.

The City of Lake Elsinore considers its residents its most valuable resource. The City has actively worked to establish a strong, active, Certified Emergency Response Team (CERT) program which provides for trained first responders, and a new disaster volunteer element to the City's Emergency Preparedness Plan.

The City of Lake Elsinore’s CERT members are located throughout the City. They are trained in first response and communications. They supplement the City’s emergency response staff in emergency situations.

The Public Safety Advisory Commission (PSAC) has a significant role in the City. The PSAC is a conduit of information from residents and businesses to their Public Safety, Code Enforcement and Emergency Service providers. They:

Act as independent "eyes and ears" to augment staff efforts to protect and serve the public;
Communicate through the City's Web site, printed information and c o m m u n i t y outreach;
Seek community feedback and input from various community organizations, such as the Lake Elsinore Marine Search & Rescue (LEMSAR), Neighborhood Watch Groups, the Lake Elsinore Chamber of Commerce, Downtown Merchants Organization, Homeowners Associations, Neighborhood Watch groups, and others;
Submit Public Safety recommendations to the City Council for consideration and report to the City Council in a regular basis;
Assist the City with Disaster Preparedness and Crisis Management; Seek grant funding for public safety related programs;
Assist the community in solving local traffic safety concerns.

Approval of any changes to the LHMP will be sought by City Council in a public hearing format providing the citizens of Lake Elsinore with the opportunity to comment prior to approval.

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46 APPENDIX A – MEETINGS AND PUBLIC OUTREACH
Figure A-1 – Meeting and Flyer Agenda – September 14, 2022

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47 Figure A-2 – Meeting and Roster – September 14, 2022

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48 Figure A-3 – Meeting and Flyer Agenda – December 14, 2022

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49 Figure A-4 – Meeting and Roster – December 14, 2022

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50 LAKE ELSINORE

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51 APPENDIX B – PROJECT SCOPE OF WORK
Figure B-1 – Project Scope of Work

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52 LAKE ELSINORE

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53 LAKE ELSINORE

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54 Figure B-2 – Project Cost Estimates

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55 APPENDIX C - INVENTORY WORKSHEETS

SEE ATTACHMENTS – PART II

RIVERSIDE COUNTY MULTI-JURISDICTIONAL

LOCAL HAZARD MITIGATION AGENCY
2023 INVENTORY WORKSHEETS

Riverside County/City of Lake Elsinore
January 2023

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56 TABLE OF CONTENTS

Introduction: These documents are meant to be discussed, used, and reviewed by a multi-disciplinary team. The Participation by a wide range of stakeholders who play a role in identifying and implementing mitigation actions is required.

SPECIAL CONCERNS:

1. Has the completed Letter of Commitment been returned to EMD? EMD must forward this completed Letter of Commitment to CAL OES.

2. Has the completed Letter of Participation been returned to EMD?

1. Local Jurisdiction Contact Information Page 3

2. Hazard Identification Questionnaire Pages 4-6

3. Specific Hazards Summary Page 7

4. Jurisdiction Vulnerability Worksheet Pages 8-9

5. Jurisdiction Mitigation Strategies and Goals Pages 10-14

6. Local Jurisdiction Proposed Mitigation Action
and Strategy Proposal Pages 14-16

7. Local Jurisdiction Development Trends Pages 17-18

8. Appendix A-Plan Review Tool Pages A1-10

Appendix A the Plan Review Tool for your reference. This is the document Cal OES and FEMA will utilize to verify that all the required information is in the submitted documents. Please refer to the document for information.

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57 1. LOCAL JURISDICTION CONTACT INFORMATION

The information on this page identifies:
•Jurisdiction and the contact person
•Jurisdiction's service area size and population
•EOP Plan and a Safety Element of their General Plan
PLEASE PROVIDE THE FOLLOWING INFORMATION:

Agency/Jurisdiction:

Local
Type Agency/Jurisdiction:

Contact Person: Title:

First Name: Last Name:

Agency Address: Street:

City:

State:

Zip:

Contact Phone
E-mail

Population Served Square Miles Served

Does your organization have a general plan?
Does your organization have a safety component to the general plan? What year was your plan last updated?

Does your organization have a disaster/emergency operations plan? What year was your plan last updated?
Do you have a recovery annex or section in your plan?
Do you have a terrorism/WMD annex or section in your plan? City of Lake Elsinore
Local Government
Emergency Services Manager
Ralph Mesa Jr
71,615

41.7 130 S. Main St.

Lake Elsinore
CA
92530
951-674-3124 FAX
[email protected]

Yes
Yes
2018

Yes
2012
Yes
Yes

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58 2. Hazard Identification Questionnaire

The purpose of the questionnaire is to help identify the hazards within your service area. The list was developed from the first round of meetings with the various working groups in the 2012 plan creation, and from the hazards listed in the County's General Plan. Each hazard is discussed in detail in the 2018 LHMP. The information will be used as the basis for each jurisdiction to evaluate its capabilities, determine its needs, and to assist in developing goals and strategies. The information identifies:
a) What hazards can be identified within or adjacent to the service area of the jurisdiction.
b) Which of those hazards have had reoccurring events?
c) What specific hazards and risks are considered by the jurisdiction to be a threat specifically to the jurisdiction? (These locations should be identified by name and location for inclusion in the Specific Hazard Summary Table). a. Specific types of facilities owned and operated by the jurisdiction. b. Locations damaged from prior disasters or hazard causing events. d) Information about the jurisdiction's EOC

With your Multi-Disciplinary Planning Team:

a. Instructions for Updating Jurisdictions, with your planning team: Review your old Questionnaire for accuracy and relevance, mark changes.

b. Instructions for New Jurisdictions and Special Districts, with your planning team, meet and go over the questionnaire. Fill in YES, NO or NA on the Questionnaire.

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59 HAZARD IDENTIFICATION QUESTIONNAIRE

DOES YOUR ORGANIZATION HAVE:

AIRPORT IN JURISDICTION Yes
AIRPORT NEXT TO JURISDICTION No
DAIRY INDUSTRY Yes
POULTRY INDUSTRY No
CROPS/ORCHARDS No
DAMS IN JURISDICTION Yes
DAMS NEXT TO JURISDICTION Yes
LAKE/RESERVOIR IN JURISDICTION Yes
LAKE/RESERVOIR NEAR JURISDICTION Yes
JURISDICTION IN FLOOD PLAIN Yes
CONTROLLED FLOOD CONTROL CHANNEL Yes
UNCONTROLLED FLOOD CONTROL CHANNEL Yes
EARTHQUAKE FAULTS IN JURISDICTION Yes
EARTHQUAKE FAULTS NEXT TO JURISDICTION Yes
MOBILE HOME PARKS Yes
NON-REINFORCED FREEWAY BRIDGES No
NON-REINFORCED BRIDGES Yes
BRIDGES IN FLOOD PLAIN Yes
BRIDGES OVER OR ACROSS RIVER/STREAM Yes
ROADWAY CROSSING RIVER/STREAM Yes
NON-REINFORCED BUILDINGS Yes
FREEWAY/MAJOR HIGHWAY IN JURISDICTION Yes
FREEWAY/MAJOR HIGHWAY NEXT TO JURISDICTION Yes
FOREST AREA IN JURISDICTION Yes
FOREST AREA NEXT TO JURISDICTION Yes
WITHIN THE 50 MILES SAN ONOFRE EVACUATION ZONE Yes
MAJOR GAS/OIL PIPELINES IN JURISDICTION Yes
MAJOR GAS/OIL PIPELINES NEXT TO JURISDICTION Yes
RAILROAD TRACKS IN JURISDICTION No
RAILROAD TRACKS NEXT TO JURISDICTION Yes
HAZARDOUS WASTE FACILITIES IN JURISDICTION No
HAZARDOUS WASTE FACILITIES NEXT TO JURISDICTION No
HAZARDOUS STORAGE FACILITIES IN JURISDICTION No
HAZARDOUS STORAGE FACILITIES NEXT TO JURISDICTION No

DOES YOUR ORGANIZATION OWN OR OPERATE A FACILITY
IN A FLOOD PLAIN Yes
NEAR FLOOD PLAIN Yes
NEAR RAILROAD TRACKS No
NEAR A DAM No
UPSTREAM FROM A DAM No
DOWNSTREAM FROM A DAM No
DOWNSTREAM OF A LAKE Yes
DOWNSTREAM FROM A RESERVOIR No
NEAR A CONTROLLED FLOOD CONTROL CHANNEL Yes
NEAR UNCONTROLLED FLOOD CONTROL CHANNEL No
ON AN EARTHQUAKE FAULT Yes
NEAR AN EARTHQUAKE FAULT Yes
WITHIN THE 50 MILE SAN ONOFRE EVACUATION ZONE Yes

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60 IN A FOREST AREA No
NEAR A FOREST AREA Yes
NEAR A MAJOR HIGHWAY Yes
A HAZARDOUS WASTE FACILITY No
NEAR A HAZARDOUS WASTE FACILITY No
A HAZARDOUS STORAGE FACILITY No
NEAR A HAZARDOUS STORAGE FACILITY No
NON-REINFORCED BUILDINGS No
A MAJOR GAS/OIL PIPELINE No
NEAR A MAJOR GAS/OIL PIPELINE Yes
DOES YOUR ORGANIZATION HAVE ANY LOCATIONS THAT:

HAVE BEEN DAMAGED BY EARTHQUAKE AND NOT REPAIRED No
HAVE BEEN DAMAGED BY FLOOD No
HAVE BEEN DAMAGED BY FLOOD MORE THAN ONCE No
HAVE BEEN DAMAGED BY FOREST FIRE No
HAVE BEEN DAMAGED BY FOREST FIRE MORE THAN ONCE No
HAVE BEEN IMPACTED BY A TRANSPORTATION ACCIDENT Yes
HAVE BEEN IMPACTED BY A PIPELINE EVENT No

EMERGENCY OPERATIONS INFORMATION
DOES YOUR ORGANIZATION HAVE AN EOC Yes
IS YOUR EOC LOCATED IN A FLOOD PLAIN No
NEAR FLOOD PLAIN No
NEAR RAILROAD TRACKS No
NEAR A DAM No
UPSTREAM FROM A DAM No
DOWNSTREAM FROM A DAM No
DOWNSTREAM OF A LAKE No
DOWNSTREAM FROM A RESERVOIR No
NEAR A CONTROLLED FLOOD CONTROL CHANNEL No
NEAR UNCONTROLLED FLOOD CONTROL CHANNEL No
ON AN EARTHQUAKE FAULT No
NEAR AN EARTHQUAKE FAULT Yes
WITHIN THE 50 MILE SAN ONOFRE EVACUATION ZONE Yes
IN A FOREST AREA No
NEAR A FOREST AREA No
NEAR A MAJOR HIGHWAY Yes
A HAZARDOUS WASTE FACILITY No
NEAR A HAZARDOUS WASTE FACILITY No
A HAZARDOUS STORAGE FACILITY No
NEAR A HAZARDOUS STORAGE FACILITY No
NON-REINFORCED BUILDINGS No
A MAJOR GAS/OIL PIPELINE No
NEAR A MAJOR GAS/OIL PIPELINE No

OTHER FACILITY INFORMATION
ARE THERE LOCATIONS WITHIN YOUR JURISDICTION THAT:

COULD BE CONSIDERED A TERRORIST TARGET No
COULD BE CONSIDERED A BIO-HAZARD RISK No

With your planning team, list the “Yes” answers and discuss. Use the information as a group to summarize your jurisdiction’s hazards and vulnerabilities. 61 3. SPECIFIC HAZARDS SUMMARY

This table helps to identify the information (name, owner, location, etc.) about the specific hazards identified in the Hazard Questionnaire.

In the Summary Table, list the basic information of the hazards identified by the jurisdiction in the Hazard Identification Questionnaire as a potential threat. These specific hazards were used in the development of response plans, maps, and other analysis data.

a. Instructions for Updating Jurisdictions and Special Districts: With your planning team, review the “Yes” answers and see if there were any changes, if so summarize why there is a difference from the 2012.

b. Instructions for New Jurisdictions and Special Districts: With your planning team, review the “Yes” answers and discuss. Use the information as a group to summarize your jurisdiction’s hazards and vulnerabilities.

SPECIFIC HAZARDS SUMMARY
Jurisdiction Hazard Type Hazard Name In
Jurisdiction?
Adjacent to
Jurisdiction?

62 4. JURISDICTION VULNERABILITY WORKSHEET

This table is a listing of the primary hazards identified by the 2018 LHMP working groups.

Each jurisdiction was asked to evaluate the potential for an event to occur in their jurisdiction by hazard. They were also asked to evaluate the potential impact of that event by hazard on their jurisdiction. The impact potential was determined based on:

1. Economic loss and recovery

2. Physical loss to structures (residential, commercial, and critical facilities)

3. The loss or damage to the jurisdiction’s infrastructure

4. Their ability to continue with normal daily governmental activities

5. Their ability to quickly recover from the event and return to normal daily activities

6. The loss of life and potential injuries from the event.

The jurisdictions were asked to rate the potential and severity using a scale of between 0 and 4 (4 being the most severe). The jurisdictions were also asked to rank the listed hazards as they relate to their jurisdiction from 1 to 20 (1 being the highest overall threat to their jurisdiction).

With the assistance of the RCIP Plan and County Departments, Riverside County OES conducted an extensive evaluation of the severity and probability potential for the county as a whole. The hazards were also ranked for the County. These numbers and rankings were provided to the jurisdictions as a comparison guide.

A separate table was created to address the hazards relating to agriculture and was assessed by the agriculture working group.

a. Instructions for Updating Jurisdictions and Special Districts: Please review the table, determine if your ranking from the 2018 LHMP remains the same. b. Instructions for New Jurisdictions and Special Districts: Please evaluate the potential for an event to occur in your jurisdiction by hazard. Then, evaluate the potential impact of that event by hazard on your jurisdiction according to #1-6 from the potential impact list above.

NOTE: Under Medical, Pandemic was added. This was a result of the H1N1 and other incidents. 63 NAME: RALPH MESA JR AGENCY: CITY OF LAKE ELSINORE DATE: 01/25/2023

5. JURISDICTION MITIGATION STRATEGIES AND GOALS

This comprehensive table is a listing of the various mitigation strategies, goals, and objectives developed by the 2012 LHMP working groups. The jurisdictions were also given the opportunity to list additional strategies, goals, and objectives specific to either their jurisdiction or their workgroup (i.e. the hospitals, agriculture, etc.).

COUNTY

LOCAL JURISDICTION

HAZARD

SEVERITY
0 - 4

PROBABILITY
0 - 4

SEVERITY
0 - 4

PROBABILITY
0 - 4

RANKING
1 - 20

1. EARTHQUAKE 3 1 4 1 10

2. WILDLAND FIRE 4 4 4 4 1

3. FLOOD 3 4 4 4 2

OTHER NATURAL HAZARDS

4. DROUGHT 1 2 1 1 18

5. LANDSLIDES 0 1 0 1 15

6. INSECT INFESTATION 1 1 1 1 14

7. EXTREME

SUMMER/WINTER

WEATHER

4 3

4 4

3 8. SEVERE WIND EVENT 2 2 2 2 9

AGRICULTURAL

9. DISEASE/CONTAMINATION 0 1 0 0 19

10. TERRORISM 3 3 2 2 4

OTHER MAN-MADE

11. PIPELINE 2 2 2 2 8

12. AQUEDUCT 2 2 0 0 20

13. TRANSPORTATION 3 3 3 3 5

14. POWER OUTAGE 3 4 3 4 6

15. HAZMAT ACCIDENTS 4 2 2 2 7

16. NUCLEAR ACCIDENT 3 2 4 2 11

17. TERRORISM 3 4 2 2 12

18. CIVIL UNREST 1 1 1 0 13

19. JAIL/PRISON EVENT 2 2 0 0 16

MEDICAL

20. PANDEMIC 2 1 1 0 17
64 LOCAL JURISDICTION MITIGATION STRATEGIES AND GOALS
With your Planning Team

a. Instructions for Updating Jurisdictions and Special Districts: please review the table; determine if your ranking from the 2018 LHMP remains the same.

b. Instructions for New Jurisdictions and Special Districts: please follow below:

Please evaluate the priority level for each listed mitigation goal identified below as it relates to your jurisdiction or facility. If you have any additional mitigation goals or recommendations, please list them at the end of this document. Place an H (High), M (Medium), L (Low), or N/A (Not Applicable) for your priority level for each mitigation goal in the box next to the activity.

EARTHQUAKE
L Aggressive public education campaign in light of predictions L Generate new literature for dissemination to:

L ◇ Government employees
L ◇ Businesses
L ◇ Hotel/motel literature
L ◇ Local radio stations for education
L ◇ Public education via utilities
L ◇ Identify/create television documentary content
L Improve the Emergency Alert System (EAS)
L ◇ Consider integration with radio notification systems L ◇ Upgrade alerting and warning systems for hearing impaired L ◇ Training and maintenance
L Procure earthquake-warning devices for critical facilities L Reinforce emergency response facilities
L Provide training to hospital staffs
M Require earthquake gas shutoffs on remodels/new construction L Evaluate re-enforcing reservoir concrete bases
L Evaluate EOCs for seismic stability
L Install earthquake cutoffs at reservoirs
L Install earthquake-warning devices at critical facilities L Develop a dam inundation plan for new Diamond Valley Reservoir M Earthquake retrofitting
M ◇ Bridges/dams/pipelines
M ◇ Government buildings/schools
M ◇ Mobile home parks
L Develop educational materials on structural reinforcement and home inspections (ALREADY DEVELOPED)
M Ensure Uniform Building Code compliance
M ◇ Update to current compliance when retrofitting
M Insurance coverage on public facilities
65 L Funding for non-structural abatement (Earthquake kits, etc.) L Pre - identify empty commercial space for seismic re-location L Electrical co-generation facilities need retrofitting/reinforcement (Palm Springs, others?)
L Mapping of liquefaction zones
L Incorporate County geologist data into planning
L Backup water supplies for hospitals
L Evaluate pipeline seismic resiliency
L Pre-positioning of temporary response structures
H Fire sprinkler ordinance for all structures
L Evaluate adequacy of reservoir capacity for sprinkler systems L Training/standardization for contractors performing retrofitting L Website with mitigation/contractor/retrofitting information L ◇ Links to jurisdictions
L ◇ Alerting information
L ◇ Volunteer information
L Evaluate depths of aquifers/wells for adequacy during quakes L Evaluate hazmat storage regulations near faults

COMMUNICATIONS IN DISASTER ISSUES
H Communications Interoperability
M Harden repeater sites
M Continue existing interoperability project
M Strengthen/harden
M Relocate
M Redundancy
H Mobile repeaters
FLOODS
M Update development policies for flood plains
M Public education on locations of flood plains
L Develop multi-jurisdictional working group on floodplain management L Develop greenbelt requirements in new developments
L Update weather pattern/flood plain maps
L Conduct countywide study of flood barriers/channels/gates/water dispersal systems L Required water flow/runoff plans for new development
L Perform GIS mapping of flood channels, etc.

H Install vehicular crossing gates/physical barriers for road closure M Maintenance of storm sewers/flood channels
L Create map of flood channels/diversions/water systems etc.

L Require digital floor plans on new non-residential construction L Upgrade dirt embankments to concrete
L Conduct countywide needs study on drainage capabilities L Increase number of pumping stations
L Increase sandbag distribution capacities
L Develop pre-planned response plan for floods
L ◇ Evacuation documentation
L ◇ Re-examine historical flooding data for potential street re-design L Training for city/county PIOs about flood issues
66 M Warning systems - ensure accurate information provided M ◇ Publicize flood plain information (website?)
L ◇ Install warning/water level signage
L ◇ Enhanced public information
L ◇ Road closure compliance
L ◇ Shelter locations
L ◇ Pre-event communications
L Look at County requirements for neighborhood access
L ◇ Secondary means of ingress/egress
L Vegetation restoration programs
L Ensure critical facilities are hardened/backed up
L Hardening water towers
L Terrorism Surveillance - cameras at reservoirs/dams
L Riverbed maintenance
L Evaluate existing lift stations for adequacy
L Acquisition of property for on-site retention
L Evaluate regulations on roof drainage mechanism
L Erosion-resistant plants
L Traffic light protection
L Upkeep of diversionary devices
L Install more turn-off valves on pipelines
M Backup generation facilities
L Identify swift water rescue capabilities across County

WILDFIRES
H Aggressive weed abatement program
L ◇ Networking of agencies for weed abatement
L Develop strategic plan for forest management
L Public education on wildfire defense
L Encourage citizen surveillance and reporting
L Identify hydrants with equipment ownership information L Enhanced firefighting equipment
L Fire spotter program/red flag program
L ◇ Expand to other utilities
L Research on insect/pest mitigation technologies
L Volunteer home inspection program
L Public education program
L ◇ Weather reporting/alerting
L ◇ Building protection
L ◇ Respiration
L Pre-identify shelters/recovery centers/other resources L Roofing materials/defensive spacing regulations
L Community task forces for planning and education
L Fuel/dead tree removal
L Strategic pre-placement of firefighting equipment
L Establish FEMA coordination processes based on ICS
L Brush clearings around repeaters
L Research new technologies for identifying/tracking fires 67 M Procure/deploy backup communications equipment
L "Red Tag" homes in advance of event
L Provide fire-resistant gel to homeowners
L Involve insurance agencies in mitigation programs
L Clear out abandoned vehicles from oases
M Code enforcement
M Codes prohibiting fireworks
M Fuel modification/removal
M Evaluate building codes
M Maintaining catch basins

OTHER HAZARDS
L Improve pipeline maintenance
L Wetlands mosquito mitigation (West Nile Virus)
L Insect control study
L Increase County Vector Control capacities
L General public drought awareness
L ◇ Lawn watering rotation
L Develop County drought plan
L Mitigation of landslide-prone areas
L Develop winter storm sheltering plan
L Ease permitting process for building transmission lines L Evaluate restrictions on dust/dirt/generating activities during wind seasons L Rotational crop planning/soil stabilization
L Enhance agricultural checkpoint enforcement
L Agriculture - funding of detection programs
L Communications of pipeline maps (based on need to know) L Improved notification plan on runaway trains
L Improve/maintain blackout notification plan.

L Support business continuity planning for utility outages L Terrorism training/equipment for first responders
L ◇ Terrorism planning/coordination
L ◇ Staffing for terrorism mitigation
L Create a SONGS regional planning group
L ◇ Include dirty bomb planning
M Cooling stations - MOUs in place
L Fire Ant eradication program
L White Fly infestation abatement/eradication program
L Develop plan for supplemental water sources
M Public education on low water landscaping
L Salton Sea desalinization
L Establish agriculture security standards (focus on water supply) L ID mutual aid agreements
L Vulnerability assessment on fiber-optic cable
L Upgrade valves on California aqueduct
L Public education
M ◇ Bi-lingual signs
L ◇ Power Outage information
68 L Notification system for rail traffic - container contents L Control and release of terrorism intelligence
L Develop prison evacuation plan (shelter in place?)

Use the list and rankings to narrow down or identify “your” strategies. The mitigation strategy serves as the long-term blueprint for reducing the potential losses identified in the risk assessment. The mitigation strategy includes the development of goals, objectives, and prioritized mitigation actions.

Goals are general guidelines that explain what you want to achieve. They are broad policy statements and are usually long-term and represent global visions, such as “Protect Existing Property.”

Objectives define strategies or implementation steps to attain the identified goals. Unlike goals, objectives are specific, measurable, and may have a defined completion date.

Objectives are more specific, such as “Increase the number of buildings protected from flooding.”
The development of effective goals and objectives enables the planning team to evaluate the merits of alternative mitigation actions and the local conditions in which these activities would be pursued. A potential mitigation action that would support the goal and objective goal example above is “Acquire repetitive flood loss properties in the Acadia Woods Subdivision.”

In the 2018 LHMP, each jurisdiction was required to develop a Mitigation Strategy Proposal based on one of the following:

1. The strategy, goal, or objective rating “High Priority” on the Local Jurisdiction Mitigation Strategies and Goals (WORKSHEET ABOVE)

2. A specifically identified strategy, goal, or objective that was developed as part of one of the working groups planning sessions such as the hospitals or agriculture

3. A specifically identified strategy, goal, or objective that was developed as part of one of the jurisdiction’s internal working group planning sessions

6. LOCAL JURISDICTION PROPOSED MITIGATION ACTION AND

STRATEGY PROPOSAL

a. Instructions for Updating Jurisdictions and Special Districts: With your planning team, please review the table from # 5, and determine if your ranking from the 2018 LHMP remains the same.

Review the chosen Mitigation Strategy that your jurisdiction submitted. The updated plan must identify the completed, deleted, or deferred actions or activities from the previously approved plan as a benchmark for progress.

If the mitigation actions or activities remain unchanged from the previously approved plan, the updated plan must indicate why changes are not necessary. Further, the updated plan shall include in its prioritization any new mitigation actions identified since the previous plan was approved or through the plan update process.

b. Instructions for New Jurisdictions and Special Districts: With your planning team, Use the “High Priority” rated strategy, goal or objective as a starting point to determine your Mitigation Strategy Proposal.
69 LOCAL JURISDICTION PROPOSED MITIGATION ACTION AND STRATEGY PROPOSAL

Jurisdiction: City of Lake Elsinore
Contact: Ralph Mesa Jr
Phone: 951-674-3124

Proposal Name:

MITIGATION STRATEGY INFORMATION

Proposal Location:

Proposal Type

Place an "X" by the type of mitigation strategy (one or more may apply) X Flood and mud flow mitigation
Fire mitigation
Elevation or acquisition of repetitively damaged structures or structures in high hazard areas Mitigation Planning (i.e. update building codes, planning develops guidelines, etc.) Development and implementation of mitigation education programs Development or improvement of warning systems
Additional Hazard identification and analysis in support of the local hazard mitigation plan Drinking and/or irrigation water mitigation
Earthquake mitigation
Agriculture - crop related mitigation
Agriculture - animal related mitigation
Flood inundation/Dam failure
Weather/Temperature event mitigation

Proposal/Event
History

DESCRIPTION OF THE PROPOSED MITIGATION STRATEGY

Description of
Mitigation Goal
Narrative:

Give a detailed description of the need for the proposal, any history related to the proposal. List the activities necessary for its completion in the narrative section below, including estimated timeline. (how long will it take)
Install slope protection along the side of the canyon to decrease the hazard of debris flow breaking out or eroding the banks. 5 years.

Rice Canyon Hazard Mitigation Project
Rice Canyon foothills N/NE of Dale Court
List any previous disaster related events (dates, costs, etc.) 1/21/2017 Home flooded and Levee embankment blowout
70 Does your jurisdiction have primary responsibility for the proposal? If not, what agency does?

Yes X No Responsible Agency:

FUNDING INFORMATION
Place an "X" by the proposed source of funding for this proposal X Unfunded proposal - funds are not available for the proposal at this time Local jurisdiction General Fund
Local jurisdiction Special Fund (road tax, assessment fees, etc.) Non-FEMA Hazard Mitigation Funds
Local Hazard Mitigation Grant Funds - Future Request
Hazard Mitigation Funds

Has your jurisdiction evaluated this mitigation strategy to determine its cost benefits? (i.e. has the cost of the mitigation proposal been determined to be beneficial in relationship to the potential damage or loss using the attached Cost/Benefit Analysis Sheet or another internal method)

As part of this process, each Submitting Jurisdiction is required to perform a cost-benefit analysis. They were required to answer the question at the bottom of the Proposal page that asks if they had conducted a Cost- Benefit Analysis of some type. This analysis was conducted either by completing a Cost Benefit form or by some other approved method. Many of the jurisdictions used the cost-effective analysis approach outlined in the FEMA publication, Cost and Benefits of Natural Hazards Mitigation. This cost-benefit analysis was not restricted to natural hazards.

In some cases, the jurisdiction or working group identified a proposal that highlighted a life- safety issue over a standard hazard proposal. This was done when there was either historical data or other sources of information indicating that the life-safety issue needed to be emphasized or brought to the public’s attention.

N
71 7. LOCAL JURISDICTION DEVELOPMENT TRENDS QUESTIONNAIRE

LAND USE ISSUES - COMPLETE THE INFORMATION BELOW

This questionnaire identifies a comparison of specific land use issues between 2012, 2017 and 2022.

The questionnaire also identifies the specific threat potential to the jurisdiction in relationship to residential and commercial structures along with critical facilities. This threat potential is focused on structural loss rather than dollar-value loss as it relates to the three main natural hazards – earthquakes, floods, and wildland fires. The determination of dollar-value loss relating to commercial and critical facilities was found to be very limited and a difficult task to establish.

This issue will be addressed in future updates of the Plan.

The questionnaire also requires the jurisdiction to identify the process it will use to maintain their portion of the Plan.
72 LOCAL JURISDICTION DEVELOPMENT TRENDS QUESTIONNAIRE 2011

LAND USE ISSUES - COMPLETE THE INFORMATION BELOW
JURISDICTION: DOES YOUR AGENCY HAVE RESPONSIBILITY FOR LAND USE AND/OR DEVELOPMENT ISSUES WITHIN YOUR JURISDICTIONAL BOUNDARIES? YES NO
2018 DATA 2023 DATA 2028
Current Population in Jurisdiction or Served 61,006 75,797 Projected Population in Jurisdiction or Served - in 2022 93,800 Current Sq Miles in Jurisdiction or Served Projected Sq Miles in Jurisdiction or Served - in 2022 Does Your Jurisdiction have any ordinances or
regulations dealing with disaster mitigation,
disaster preparation, or disaster response?
If yes, please list ordinance or regulation number.

What is the number one land issue your
agency will face in the next five years

Approximate Number of Homes/Apts/etc. 18,477 23,643 Projected Number of Homes/Apts/etc.- in 2022 28,700 Approximate Total Residential Value Projected Residential Total Value - in 2022 Approximate Number of Commercial
Businesses
Projected Number of Commercial Businesses - in 2022
Approximate Percentage of Homes/Apts/etc in
flood hazard zones
Approximate Percentage of Homes/Apts/etc in flood
hazard zones - in 2022

Approximate Percentage of Homes/Apts/etc in
earthquake hazard zones
Approximate Percentage of Homes/Apts/etc in earthquake
hazard zones - in 2022

Approximate Percentage of Homes/Apts/etc in
wildland fire hazard zones
Approximate Percentage of Homes/Apts/etc in wildland
fire hazard zones - in 2022

Approximate Percentage of Commercial
Businesses in flood hazard zones
Approximate Percentage of Commercial Businesses in
flood hazard zones - in 2022

Approximate Percentage of Commercial
Businesses in earthquake hazard zones
Approximate Percentage of Commercial Businesses in
earthquake hazard zones - in 2022

Approximate Percentage of Commercial
Businesses in wildland fire hazard zones
Approximate Percentage of Commercial Businesses in
wildland fire hazard zones - in 2022

Number of Critical Facilities in your Jurisdiction
that are in flood hazard zones
Projected Number of Critical Facilities in your Jurisdiction that are in flood hazard zones - in 2022

Number of Critical Facilities in your Jurisdiction
that are in earthquake hazard zones
Number of Critical Facilities in your Jurisdiction that are in earthquake hazard zones - in 2022

Number of Critical Facilities in your Jurisdiction
that are in wildland fire hazard zones.

Number of Critical Facilities in your Jurisdiction that are in wildland fire hazard zones - in 2022

Does your jurisdiction plan on participating in
the County's on-going plan maintenance
program every two years as described in Part I
of the plan?
If not, how will your jurisdiction do plan maintenance? Will a copy of this plan be available for the various planning groups within your jurisdiction for use in future planning and budgeting purposes?
Yes or No

Projected Sq Miles in Jurisdiction or Served - in

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LOCAL HAZARD MITIGATION PLAN

73 APPENDIX D – CROSSWALK-PLAN REVIEW

LOCAL MITIGATION PLAN REVIEW TOOL

The Local Mitigation Plan Review Tool demonstrates how the Local Mitigation Plan meets the regulation in 44 CFR §201.6 and offers States and FEMA Mitigation Planners an opportunity to provide feedback to the community.

• The Regulation Checklist provides a summary of FEMA’s evaluation of whether the Plan has addressed all requirements.
• The Plan Assessment identifies the plan’s strengths as well as documents areas for future improvement.
• The Multi-jurisdiction Summary Sheet is an optional worksheet that can be used to document how each jurisdiction met the requirements of the each Element of the Plan (Planning Process; Hazard Identification and Risk Assessment; Mitigation Strategy; Plan Review, Evaluation, and Implementation; and Plan Adoption).

The FEMA Mitigation Planner must reference this Local Mitigation Plan Review Guide when completing the Local Mitigation Plan Review Tool.

Jurisdiction:

Riverside County
Title of Plan:

Local Hazard Mitigation Plan
Date of Plan:
01/25/2023
Local Point of Contact:

Ralph Mesa Jr
Address:
130 S. Main Street
Lake Elsinore, CA 92530 Title:

Emergency Services Manager
Agency:

City of Lake Elsinore
Phone Number:
951-674-3124
E-Mail:
[email protected]

State Reviewer: Title: Date:

FEMA Reviewer: Title: Date:

Date Received in FEMA Region (insert #)
Plan Not Approved
Plan Approvable Pending Adoption
Plan Approved

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LOCAL HAZARD MITIGATION PLAN

74 SECTION 1:

REGULATION CHECKLIST

1. REGULATION CHECKLIST Location in
Plan Not
(section and/or Met Met Regulation (44 CFR 201.6 Local Mitigation Plans) ELEMENT A. PLANNING PROCESS
A1. Does the Plan document the planning process, including how it was prepared and who was involved in the process for each jurisdiction? (Requirement §201.6(c)(1))
Section 2.0
A2. Does the Plan document an opportunity for neighboring communities, local and regional agencies involved in hazard mitigation activities, agencies that have the authority to regulate development as well as other interests to be involved in the planning process? (Requirement §201.6(b)(2)) Section 2.2
A3. Does the Plan document how the public was involved in the planning process during the drafting stage? (Requirement §201.6(b)(1))
Section 2.3
Appendix A

A4. Does the Plan describe the review and incorporation of existing plans, studies, reports, and technical information? (Requirement §201.6(b)(3))
Section 1.2, 1.3, 1.4,

1.5, 1.6, 1.7, 1.8, 1.9

A5. Is there discussion of how the community(ies) will continue public participation in the plan maintenance process? (Requirement §201.6(c)(4)(iii))
Section 9.0
INSTRUCTIONS: The Regulation Checklist must be completed by FEMA. The purpose of the Checklist is to identify the location of relevant or applicable content in the Plan by Element/sub- element and to determine if each requirement has been ‘Met’ or ‘Not Met.’ The ‘Required Revisions’ summary at the bottom of each Element must be completed by FEMA to provide a clear explanation of the revisions that are required for plan approval. Required revisions must be explained for each plan sub-element that is ‘Not Met.’ Sub-elements should be referenced in each summary by using the appropriate numbers (A1, B3, etc.), where applicable. Requirements for each Element and sub- element are described in detail in this Plan Review Guide in Section 4, Regulation Checklist.

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LOCAL HAZARD MITIGATION PLAN

75 1. REGULATION CHECKLIST Location in
Plan
(section and/or

Met

Not
Met Regulation (44 CFR 201.6 Local Mitigation Plans)
A6. Is there a description of the method and schedule for keeping the plan current (monitoring, evaluating, and updating the mitigation plan within a 5-year cycle)? (Requirement
§201.6(c)(4)(i))
Section 8.0
ELEMENT A: REQUIRED REVISIONS
ELEMENT B. HAZARD IDENTIFICATION AND RISK ASSESSMENT
B1. Does the Plan include a description of the type, location, and extent of all-natural hazards that can affect each jurisdiction(s)? (Requirement §201.6(c)(2)(i))
Section 4.4
B2. Does the Plan include information on previous occurrences of hazard events and on the probability of future hazard events for each jurisdiction? (Requirement §201.6(c)(2)(i))
Section 4.4
B3. Is there a description of each identified hazard’s impact on the community as well as an overall summary of the community’s vulnerability for each jurisdiction? (Requirement §201.6(c)(2)(ii)) Section 4.4
B4. Does the Plan address NFIP insured structures within the jurisdiction that have been repetitively damaged by floods? (Requirement §201.6(c)(2)(ii))
Section 5.1
ELEMENT B: REQUIRED REVISIONS
ELEMENT C. MITIGATION STRATEGY
C1. Does the plan document each jurisdiction’s existing authorities, policies, programs and resources and its ability to expand on and improve these existing policies and programs? (Requirement §201.6(c)(3))
Section 6.1
C2. Does the Plan address each jurisdiction’s participation in the NFIP and continued compliance with NFIP requirements, as appropriate? (Requirement §201.6(c)(3)(ii))
Section 5.2
C3. Does the Plan include goals to reduce/avoid long-term vulnerabilities to the identified hazards? (Requirement §201.6(c)(3)(i))
Section 7.1
C4. Does the Plan identify and analyze a comprehensive range of specific mitigation actions and projects for each jurisdiction being considered to reduce the effects of hazards, with emphasis on new and existing buildings and infrastructure? (Requirement §201.6(c)(3)(ii))
Section 7.3

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LOCAL HAZARD MITIGATION PLAN

76 1. REGULATION CHECKLIST Location in
Plan
(section and/or

Met

Not
Met Regulation (44 CFR 201.6 Local Mitigation Plans)
C5. Does the Plan contain an action plan that describes how the actions identified will be prioritized (including cost benefit review), implemented, and administered by each jurisdiction? (Requirement §201.6(c)(3)(iv)); (Requirement §201.6(c)(3)(iii))
Inventory
worksheet

C6. Does the Plan describe a process by which local
governments will integrate the requirements of the mitigation plan into other planning mechanisms, such as comprehensive or capital improvement plans, when appropriate? (Requirement §201.6(c)(4)(ii))
Section 2.0
Section 8.0

ELEMENT C: REQUIRED REVISIONS
ELEMENT D. PLAN REVIEW, EVALUATION, AND IMPLEMENTATION (applicable to plan updates only)
D1. Was the plan revised to reflect changes in development? (Requirement §201.6(d)(3))
Section 3
D2. Was the plan revised to reflect progress in local mitigation efforts? (Requirement §201.6(d)(3))
Section 3
D3. Was the plan revised to reflect changes in priorities? (Requirement §201.6(d)(3))
Section 3.4
ELEMENT D: REQUIRED REVISIONS
ELEMENT E. PLAN ADOPTION
E1. Does the Plan include documentation that the plan has been formally adopted by the governing body of the jurisdiction requesting approval? (Requirement §201.6(c)(5))

E2. For multi-jurisdictional plans, has each jurisdiction requesting approval of the plan documented formal plan adoption?
(Requirement §201.6(c)(5))

ELEMENT E: REQUIRED REVISIONS
ELEMENT F. ADDITIONAL STATE REQUIREMENTS (OPTIONAL FOR STATE REVIEWERS ONLY; NOT TO BE COMPLETED BY FEMA)
F1.

F2.

ELEMENT F: REQUIRED REVISIONS

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LOCAL HAZARD MITIGATION PLAN

77 SECTION 2:

PLAN ASSESSMENT

INSTRUCTIONS: The purpose of the Plan Assessment is to offer the local community more comprehensive feedback to the community on the quality and utility of the plan in a narrative format. The audience for the Plan Assessment is not only the plan developer/local community planner, but also elected officials, local departments and agencies, and others involved in implementing the Local Mitigation Plan. The Plan Assessment must be completed by FEMA. The Assessment is an opportunity for FEMA to provide feedback and information to the community on: 1) suggested improvements to the Plan; 2) specific sections in the Plan where the community has gone above and beyond minimum requirements; 3) recommendations for plan implementation; and 4) ongoing partnership(s) and information on other FEMA programs, specifically Risk MAP and Hazard Mitigation Assistance programs. The Plan Assessment is divided into two sections:

1. Plan Strengths and Opportunities for Improvement

2. Resources for Implementing Your Approved Plan

Plan Strengths and Opportunities for Improvement is organized according to the plan Elements listed in the Regulation Checklist. Each Element includes a series of italicized bulleted items that are suggested topics for consideration while evaluating plans, but it is not intended to be a comprehensive list. FEMA Mitigation Planners are not required to answer each bullet item and should use them as a guide to paraphrase their own written assessment (2-3 sentences) of each Element.

The Plan Assessment must not reiterate the required revisions from the Regulation Checklist or be regulatory in nature and should be open-ended and to provide the community with suggestions for improvements or recommended revisions. The recommended revisions are suggestions for improvement and are not required to be made for the Plan to meet Federal regulatory requirements. The italicized text should be deleted once FEMA has added comments regarding strengths of the plan and potential improvements for future plan revisions. It is recommended that the Plan Assessment be a short synopsis of the overall strengths and weaknesses of the Plan (no longer than two pages), rather than a complete recap section by section.

Resources for Implementing Your Approved Plan provides a place for FEMA to offer information, data sources and general suggestions on the overall plan implementation and maintenance process. Information on other possible sources of assistance including, but not limited to, existing publications, grant funding or training opportunities, can be provided.

States may add state and local resources, if available.

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LOCAL HAZARD MITIGATION PLAN

78 A. Plan Strengths and Opportunities for Improvement

This section provides a discussion of the strengths of the plan document and identifies areas where these could be improved beyond minimum requirements.

Element A: Planning Process

Strengths:

1)
2)
3)

Opportunities for Improvement:

1)
2)
3)

(Delete italicized text below after filling in strengths and opportunities above.)

How does the Plan go above and beyond minimum requirements to document the planning process with respect to:

• Involvement of stakeholders (elected officials/decision makers, plan implementers, business owners, academic institutions, utility companies, water/sanitation districts, etc.); • Involvement of Planning, Emergency Management, Public Works Departments or other planning agencies (i.e., regional planning councils);
• Diverse methods of participation (meetings, surveys, online, etc.); and • Reflective of an open and inclusive public involvement process.

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LOCAL HAZARD MITIGATION PLAN

79 Element B: Hazard Identification and Risk Assessment Strengths:

1)
2)
3)

Opportunities for Improvement:

1)
2)
3)

(Delete italicized text below after filling in strengths and opportunities above.)

In addition to the requirements listed in the Regulation Checklist, 44 CFR 201.6 Local Mitigation Plans identifies additional elements that should be included as part of a plan’s risk assessment. The plan should describe vulnerability in terms of:

1) A general description of land uses and future development trends within the community so that mitigation options can be considered in future land use decisions; 2) The types and numbers of existing and future buildings, infrastructure, and critical facilities located in the identified hazard areas; and
3) A description of potential dollar losses to vulnerable structures, and a description of the methodology used to prepare the estimate.

How does the Plan go above and beyond minimum requirements to document the Hazard Identification and Risk Assessment with respect to:

• Use of best available data (flood maps, HAZUS, flood studies) to describe significant hazards;
• Communication of risk on people, property, and infrastructure to the public (through tables, charts, maps, photos, etc.);
• Incorporation of techniques and methodologies to estimate dollar losses to vulnerable structures;
• Incorporation of Risk MAP products (i.e., depth grids, Flood Risk Report, Changes Since Last FIRM, Areas of Mitigation Interest, etc.); and
• Identification of any data gaps that can be filled as new data became available.

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LOCAL HAZARD MITIGATION PLAN

80 Element C: Mitigation Strategy

Strengths:

1)
2)
3)

Opportunities for Improvement:

1)
2)
3)

(Delete italicized text below after filling in strengths and opportunities above.)

How does the Plan go above and beyond minimum requirements to document the Mitigation Strategy with respect to:

• Key problems identified in, and linkages to, the vulnerability assessment; • Serving as a blueprint for reducing potential losses identified in the Hazard Identification and Risk Assessment;
• Plan content flow from the risk assessment (problem identification) to goal setting to mitigation action development;
• An understanding of mitigation principles (diversity of actions that include structural projects, preventative measures, outreach activities, property protection measures, post- disaster actions, etc);
• Specific mitigation actions for each participating jurisdiction that reflects their unique risks and capabilities;
• Integration of mitigation actions with existing local authorities, policies, programs, and resources; and
• Discussion of existing programs (including the NFIP), plans, and policies that could be used to implement mitigation, as well as document past projects.

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LOCAL HAZARD MITIGATION PLAN

81 Element D: Plan Update, Evaluation, and Implementation (Plan Updates Only) Strengths:

1)
2)
3)

Opportunities for Improvement:

1)
2)
3)

(Delete italicized text below after filling in strengths and opportunities above.)

How does the Plan go above and beyond minimum requirements to document the 5-year Evaluation and Implementation measures with respect to:

• Status of previously recommended mitigation actions;
• Identification of barriers or obstacles to successful implementation or completion of mitigation actions, along with possible solutions for overcoming risk; • Documentation of annual reviews and committee involvement; • Identification of a lead person to take ownership of, and champion the Plan; • Reducing risks from natural hazards and serving as a guide for decisions makers as they commit resources to reducing the effects of natural hazards; • An approach to evaluating future conditions (i.e. socio-economic, environmental, demographic, change in built environment etc.);
• Discussion of how changing conditions and opportunities could impact community resilience in the long term; and
• Discussion of how the mitigation goals and actions support the long-term community vision for increased resilience.

B. Resources for Implementing Your Approved Plan

Ideas may be offered on moving the mitigation plan forward and continuing the relationship with key mitigation stakeholders such as the following:

• What FEMA assistance (funding) programs are available (for example, Hazard Mitigation Assistance (HMA)) to the jurisdiction(s) to assist with implementing the mitigation actions? • What other Federal programs (National Flood Insurance Program (NFIP), Community Rating System (CRS), Risk MAP, etc.) may provide assistance for mitigation activities? • What publications, technical guidance or other resources are available to the jurisdiction(s) relevant to the identified mitigation actions? • Are there upcoming trainings/workshops (Benefit-Cost Analysis (BCA), HMA, etc.) to assist the jurisdictions(s)?
• What mitigation actions can be funded by other Federal agencies (for example, U.S.

Forest Service, National Oceanic and Atmospheric Administration (NOAA), Environmental Protection Agency (EPA) Smart Growth, Housing and Urban Development (HUD) Sustainable Communities, etc.) and/or state and local agencies?

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LOCAL HAZARD MITIGATION PLAN

82 SECTION 3:

MULTI-JURISDICTION SUMMARY SHEET (OPTIONAL)

MULTI-JURISDICTION SUMMARY SHEET

Jurisdiction
Name
Jurisdiction
Type
(city/borough/
township/
village, etc.)

Plan
POC

Mailing
Address

Phone
Requirements Met (Y/N)
A.

Planning
Process
B.

Hazard
Identification &
Risk
Assessment
C.

Mitigation
Strategy
D.

Plan Review,
Evaluation &
Implementation
E.

Plan
Adoption
F.

State
Require-
ments
1 2
3 4
5 6
7 8
9 10
11 INSTRUCTIONS: For multi-jurisdictional plans, a Multi-jurisdiction Summary Spreadsheet may be completed by listing each participating jurisdiction, which required Elements for each jurisdiction were ‘Met’ or ‘Not Met,’ and when the adoption resolutions were received. This Summary Sheet does not imply that a mini-plan be developed for each jurisdiction; it should be used as an optional worksheet to ensure that each jurisdiction participating in the Plan has been documented and has met the requirements for those Elements (A through E).

LAKE ELSINORE

LOCAL HAZARD MITIGATION PLAN

83 MULTI-JURISDICTION SUMMARY SHEET

Jurisdiction
Name
Jurisdiction
Type
(city/borough/
township/
village, etc.)

Plan
POC

Mailing
Address

Phone
Requirements Met (Y/N)
A.

Planning
Process
B.

Hazard
Identification &
Risk
Assessment
C.

Mitigation
Strategy
D.

Plan Review,
Evaluation &
Implementation
E.

Plan
Adoption
F.

State
Require-
ments
12 13
14 15
16 17
18 19
20

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Lake Elsinore City CouncilJune 11, 2024

Lake Elsinore City Council
June 11, 2024