MPA, Inc.
27475 Ynez Road, 234
234
Temecula, CA 92591
951-230-8065
[email protected]
Estimate
ADDRESS
Dawnn Jackson
Murrieta Police Department
2 Town Square
Murrieta, CA 92562
ESTIMATE #
1061A
DATE
05/17/2024
EXPIRATION DATE
12/31/2024
CASE NAME
Scope of services for Concealed Carry Weapon permits
ASSIGNMENT QTY RATE AMOUNT
1 398.00 398.00Initial Applicant Processing
Application collection and review, Personal information and supplemental document verification, Background Interview, Process administration and vendor coordination, Applicant support and process compliance, Department support and online access Renewal Applicant Processing
Application collection and review, Personal information and supplemental document verification, Background Interview, Process administration and vendor coordination, Applicant support and process compliance, Department support and online access 1 348.00 348.00
The d
etailed estimate is attached. Please let us know if you have any questions.
Accepted By
Accep
ted Date
543
01375.0001/964368.1
EXHIBIT "D"
S
CHEDULE OF PERFORMANCE
I. C
onsultant shall perform Services on an on-call basis as set forth in Exhibit A.
II. C
onsultant shall deliver the following tangible work products to the City by the following dates.
C
lick or tap here to enter text.
III. T
he Department Contact may approve extensions for performance of the Services under any specific Task Order in accordance with Section 3.2. 544
01375.0001/964368.1
EXHIBIT E
INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if consultant provides written verification it has no employees)
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.
5. Cyber: Vendor/Consultant shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, or damages to property (including computer equipment) which may arise from or in connection with the performance of the work hereunder by the Vendor, its agents, representatives, or employees. Vendor shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.
Cyber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be 545
01375.0001/964368.1
limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.
6. Technology Professional Liability Errors & Omissions (Only if vendor is providing a technology service (data storage, website designers, etc.,) or product (software providers)
Technology Professional Liability Errors and Omissions Insurance appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Vendor in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.
a. The Policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the Agency in the care, custody, or control of the Vendor.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used).
Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary and non- contributory and at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance 546
01375.0001/964368.1
a
nd shall not contribute with it. This requirement shall also apply to any Excess or Umbrella liability policies.
U
mbrella or Excess Policy
The Consultant may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non- contributory, additional insured, Self -Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the C onsultant’s primary and excess liability policies are exhausted.
N
otice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.
Wai
ver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
S
elf-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. The CGL and any policies, including Excess liability policies, may not be subje ct to a self -insured retention (SIR) or deductible that exceeds $25,000 unless approved in writing by City. Any and all deductibles and SIRs shall be the sole responsibility of Consultant or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties. City may deduct from any amounts otherwise due Consultant to fund the SIR/deductible. Policies shall NOT contain any self-insured retention (SIR) provision that limits the satisfaction of the SIR to the Named. Th e policy must also provide that Defense costs, including the Allocated Loss Adjustment Expenses, will satisfy the SIR or deductible. City reserves the right to obtain a copy of any policies and endorsements for verification.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. 547
01375.0001/964368.1
Claims Made Policies (note – should be applicable only to professional liability, see below) If any of the required policies provide claims-made coverage:
1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.
Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements and copies of the Declarations & Endorsements pages are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant ’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.
Duration of Coverage
CGL & Excess liability policies for any construction related work, including, but not limited to, maintenance, service, or repair work, shall continue coverage for a minimum of 5 years for Completed Operations liability coverage. Such Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
548
01375.0001/964368.1
EXHIBIT F
FEDERAL REQUIREMENTS
(Only applicable if required on cover page of agreement) 549
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS
AUTOSAUTOS
NON-OWNED
HIRED AUTOS
SCHEDULEDALL OWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED
$PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2014/01)
© 1988-2014 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
6/3/2024
Unique Risk Management and Insurance Services LLC
23052 Alicia Pkwy
Suite H378
Mission Viejo
CA
92692
Scott Henricks
949-305-5577
949-305-5077
[email protected]
M. Pino & Associates Inc
27475 Ynez Rd #234
Temecula
CA
92591-4612
NORTHFIELD INS CO
27987
STATE COMPENSATION INS FUND
35076
SWISS REIN AMERICA CORP
25364
Hiscox Insurance Company
10200
A
✖
✖
✖
WS586164
1/10/2024
1/10/2025
1,000,000
100,000
5,000
excluded
2,000,000
2,000,000
B
Y
9203645
1/26/2024
1/26/2025
✖
1,000,000
1,000,000
1,000,000
C
Cyber Liability
C-4MQ8-157565-CYBER-2024
3/23/2024
3/23/2025
Limit: $1,000,000
The Certificate Holder is named as additional insured when required by contract.
Murrieta Police Department
1 Town Square
Murrieta
CA
92562-7922
Limit: $1,000,000
9/8/2024
9/8/2023
MPL1969980.23
Errors & Omissions
D 550
551
S2802-CG (3/20) Page 1 of 2© 2020 The Travelers Indemnity Company. All rights reserved.
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.BLANKET ADDITIONAL INSURED (CONTRACTORS)(Includes Products-Completed Operations When Required By Contract)This endorsement modifies insurance provided under the following:COMMERCIAL GENERAL LIABILITY COVERAGE PART PROVISIONS1. The following is added to SECTION II - WHO IS AN INSURED:Any person or organization that you agree in a written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only:a. With respect to liability for "bodily injury" or "property damage" that occurs subsequent to the signing of that contract or agreement and while that part of the contract or agreement is in effect;b. If, and only to the extent that, the injury or damage is caused by acts or omissions of you or your subcontractor in the performance of "your work" to which the written contract or agreement applies. Such person or organization does not qualify as an additional insured with respect to the independent acts or omissions of such person or organization; andc.Subject to the following limitations and conditions on the insurance provided to such additional insured:(1) If the Limits of Insurance of this Coverage Part shown in the Declarations exceed the minimum limits required by the written contract or agreement, the insurance provided to the additional insured will be limited to such minimum required limits. For the purposes of determining whether this limitation applies, the minimum limits required by the written contract or agreement will be considered to include the minimum limits of any Umbrella or Excess liability coverage required for the additional insured by that written contract or agreement. This provision will not increase the limits of insurance described in SECTION III - LIMITS OF INSURANCE.(2) The insurance provided to such additional insured does not apply to "bodily injury" or "property damage" arising out of the providing, or failure to provide, any professional architectural, engineering or surveying services, including:(a) The preparing, approving or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders or change orders, or the preparing, approving, or failing to prepare or approve, drawings and specifications; and(b) Supervisory, inspection, architectural or engineering activities.(3)The insurance provided to such additional insured does not apply to "bodily injury" or "property damage" caused by "your work" and included in the "products-completed operations hazard" unless the written contract or agreement requires you to provide such coverage for that additional insured, and then the insurance provided to the additional insured applies only to such "bodily injury" or "property damage" that occurs before the end of the period of time for which the written contract or agreement requires you to provide such coverage or the end of the policy period, whichever is earlier.(4) The insurance provided to such additional insured is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured for a loss we cover. However, if the written contract or agreement requires that the insurance provided under this Coverage Part apply on a primary basis or a primary and non-contributory basis, then this insurance is primary to other insurance available to the additional insured which covers that person or organization as a named insured for such loss, and we will not share with that other insurance. But, the insurance provided to the additional insured still is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured when that person or organization is an additional insured under such other insurance. 552
S2802-CG (3/20) Page 2 of 2© 2020 The Travelers Indemnity Company. All rights reserved. (5) The additional insured must comply with the following duties:(a) Give us written notice as soon as practicable of an "occurrence" which may result in a claim. To the extent possible, such notice should include:(i)How, when and where the "occurrence" took place;(ii)The names and addresses of any injured persons and witnesses; and(iii)The nature and location of any injury or damage arising out of the "occurrence".(b)If a claim is made or "suit" is brought against the additional insured:(i)Immediately record the specifics of the claim or "suit" and the date received; and(ii)Notify us as soon as practicable and see to it that we receive written notice of the claim or "suit" as soon as practicable.(c) Immediately send us copies of all legal papers received in connection with the claim or "suit", cooperate with us in the investigation or settlement of the claim or defense against the "suit", and otherwise comply with all policy conditions.(d) Tender the defense and indemnity of any claim or "suit" to any provider of other insurance which would cover such additional insured for a loss we cover. However, this condition does not affect whether the insurance provided to the additional insured is primary to other insurance available to the additional insured which covers that person or organization as a named insured. 553
CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No. 16.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Anthony Conrad, Chief of Police
PREPARED BY: Stephanie Lawson, Management Analyst - Administration SUBJECT:
Conduct a Second Reading of an Ordinance to Amend the Murrieta Municipal Code regarding Electronic Bikes, Scooters, and Skateboards (E-Conveyances)
RECOMMENDATION
Conduct the second reading and adopt Ordinance No. 605-24 entitled: An Ordinance of the City Council of the City of Murrieta, California, amending Title 10 of the Murrieta Municipal Code relating to bicycles, electric bicycles, scooters and skateboards, and passenger loading and unloading of vehicles and adoption of exemption from the California Environmental Quality Act (CEQA).
PRIOR ACTION/VOTE
On February 6, 2024, the City Council received a presentation on E-Bike safety concerns and provided direction (Non-Action).
On June 4, 2024, the City Council introduced and conducted the first reading of Ordinance No. 605-24 (Vote: 5-0).
CITY COUNCIL GOAL
Provide a high level of innovative public safety.
BACKGROUND
Electric bicycles, scooters, and skateboards, known as E-Conveyances, are a public safety concern. With their increasing popularity, traffic accidents involving people using E-Conveyances and motor vehicles have significantly increased. Studies have shown that people involved in E-Conveyance traffic accidents suffer serious injuries compared to traditional bicycle accidents. Additionally, E-Conveyance and motor vehicle collisions result in greater damage to the vehicles and other property.
Citizen calls for service reporting concerns with E-Conveyances and near-misses with pedestrians have greatly increased. The number of children/juveniles using E-Conveyances for transportation is increasing CITY OF MURRIETA Printed on 6/13/2024Page 1 of 3
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Agenda Item No. 16.
greatly increased. The number of children/juveniles using E-Conveyances for transportation is increasing rapidly. Over 60% of E-Conveyance traffic collisions that involve children/juveniles find the child/juvenile at fault.
In addition to concerns regarding E-Conveyances, the Murrieta Police Department has seen increased calls and incidents related to vehicles stopping in the middle of a roadway to pick up or drop off passengers, particularly in school areas. Neither the California Vehicle Code or the Murrieta Municipal Code currently prohibit this activity unless the vehicle obstructs traffic flow. However, the dangers from such activity are present even when there is no obstruction of traffic flow from vehicles traveling in other lanes.
Discussion
E-Conveyances
The proposed Ordinance No. 605-24 requires all E-Conveyances to meet certain minimum safety standards.
For example, E-bikes must meet all bicycle safety requirements and have an automatic mechanism that disengages the motor. E-bikes modified to increase their speed above 28 miles per hour (MPH) may not be operated within the City. Additional safety requirements include:
· A prohibition on using headphones or earbuds while operating an E-Conveyance; · The use of helmets for operators and passengers;
· A requirement for lights and reflectors after sunset; · Passenger limits to manufacturer design;
· A 28 MPH maximum speed limit on streets and a 20 MPH speed limit in bike lanes and trails; · Prohibition from riding within a park, playground, or school grounds unless posted explicitly as authorized; and
· A prohibition from riding any E-Conveyance at any City Special Event.
Additionally, the proposed Ordinance requires the riders of E-Conveyances to comply with all the traffic laws, signs, and signals related to vehicles driving within the roadway, even when such E-Conveyances are operating within bike lanes or upon sidewalks.
The Ordinance may be enforced through the issuance of Administrative Citations or through criminal penalties.
Furthermore, the Ordinance makes a parent and/or guardian responsible for violations committed by a minor under their care when the parent or guardian knowingly allows a violation of the Code.
Passenger Loading and Unloading
The proposed Ordinance also creates a new prohibition for vehicles stopping on a roadway to load or unload passengers. Currently, the law only allows for the enforcement of this activity when the stopped vehicle is CITY OF MURRIETA Printed on 6/13/2024Page 2 of 3
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Agenda Item No. 16.
passengers. Currently, the law only allows for the enforcement of this activity when the stopped vehicle is obstructing traffic. However, the risks inherent in such activity are still present, even when traffic flow is not interrupted. The proposed Ordinance would allow drivers to be cited when stopping in the drive lanes of a roadway to either drop off or pick up passengers.
FISCAL IMPACT
None
ENVIRONMENTAL IMPACT
The proposed code amendment has been evaluated pursuant to the California Environmental Quality Act (CEQA) - Public Resources Code Sections 21000-21189 and the CEQA Guidelines (California Code of Regulations, Title 14, Division 6, Chapter 3 Sections 15000-15387), and it has been determined that the amendments will have no significant adverse impacts on the environment. Furthermore, the amendment is exempt pursuant to the CEQA Guidelines, specifically Section 15060(c)(2), because the proposed ordinance will not result in a direct or reasonably foreseeable indirect physical change in the environment and Section 15061(b)(3), because the ordinance is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment.
ATTACHMENTS
1. Ordinance No. 605-24
CITY OF MURRIETA Printed on 6/13/2024Page 3 of 3
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011075.0001/797162.2
ORDINANCE NO. 605-24
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, AMENDING TITLE 10 OF THE MURRIETA MUNICIPAL
CODE RELATING TO BICYCLES, ELECTRIC BICYCLES, SCOOTERS
AND SKATEBOARDS, AND PASSENGER LOADING AND UNLOADING OF
VEHICLES AND ADOPTION OF EXEMPTION FROM CEQA
WHEREAS, Electronic bicycles, scooters, and skateboards (E-Conveyances) are a public safety concern. With the increasing popularity of E-Conveyances, traffic accidents involvi ng people using E-Conveyances and motor vehicles have greatly increased; and
WHEREAS, People involved in E -Conveyance traffic accidents suffer serious injuries when compared to traditional bicycle accidents; and
WHEREAS, E-Conveyance and motor vehicle co llisions result in greater damage to the vehicles and other property; and
WHEREAS, the Murrieta Police Department has seen an increase in calls and incidents related to vehicles stopping in the middle of a roadway to pick up or drop off passengers, particularly in school areas; and
WHEREAS, such dropping off or picking up of passengers is not currently prohibited by the vehicle code or the municipal code unless the vehicle is obstructing the flow of traffic; and
WHEREAS, the City aims to achieve best g overnmental practices and ensure organizational efficiency; and
WHEREAS, the City Council now desires to amend Title 10 of the MMC to regulate the use of bicycles, e-bikes, e-scooters and e-skateboards on public property and to prohibit the loading and unloading of passengers from within a roadway.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Section 10.08.010 (Definitions) of Chapter 10.08 of Title 10 of the Murrieta Municipal Code is here by amended to add the following:
“Bicycle” means any device upon which a person may ride which is propelled by human power through a system of belts, chains or gears, having one or mor e wheels. “Bike" shall mean the same as “Bicycle.”
557
Ordinance No. 605-24
01375.0010/962809.3
“Bicycle lane ” means that portion of the roadway which has been separated from any vehicular lanes by a solid white line or other marking on the pavement or defined for bike riders by appropriate signs.
“Bicycle path or bicycle trail” means a path that provides a completely separated right-of- way designated for the exclusive use of bicycles and pedestrians with crossflows by motorists minimized.
“Bicycle route” means a suggested route of travel for bicycle riders. A “bicycle route” may offer no physical protection to the bike rider and is normally defined for the bicycle rider only by a sign indicating “bike route," which defines a suggested route element of a bicycle system and provides a certain awareness for the motorist that bicycle riders are sharing the roadway. “E-Conveyance” means any Electric Bicycle, Electric Scooter, Electric Skateboard, or other device propelled by an electric motor and designed to convey 1 or more people. “Electric Bicycle” means an electric bicycle, or "e-bike”, which is a bicycle equipped with fully operable pedals and an electric motor of less than 750 watts, and is categorized by the following:
Class 1 – an electric bicycle equipped with a motor that provides assistance only when the rider is pedaling, and that ceases to provide assistance when the bicycle reaches a speed of 20 miles per hour.
Class 2 – an electric bicycle equipped with a motor that may be used exclusively to propel the bicycle, and that is not capable of providing assistance when the bicycle reaches a speed of 20 miles per hour.
Class 3 - an electric bicycle equipped with a motor that provides assistance only when the rider is pedaling, and that ceases to provide assistance when the bicycle reaches a speed of 28 miles per hour and is equipped with a speedometer. “Electric Scooter” or “E-Scooter” means a two or three-wheeled device that has handlebars, has a floorboard that is designed to be stood upon when riding, and is powered by an electric motor.
This device may also have a driver seat that does not interfere with the ability of the rider to stand and ride and may also be designed to be powered by human propulsion. “Electric Skateboard” or “E-skateboard” means a four-wheeled device that has a floorboard that is designed to be stood upon when riding and is powered by an electric motor. “Highway” means a way or place of whatever nature, publicly maintained and open to the use of the public for purposes of vehicular travel. Highway includes street. 558
Ordinance No. 605-24
01375.0010/962809.3
“Motorized bicycle ” means any two -wheeled or three-wheeled device having fully operative pedals for propulsion by human power, or having no pedals if powered solely by electrical energy, and an automatic transmission and a motor which produces less than four gross brake horsepower and is capable of propelling the device at a maximum speed of not more than 30 miles per hour on level ground.
SECTION 2. Chapter 10.55 (Bicycles, E -Bikes, and E-Scooters) is hereby added to Title 10 of the Murrieta Municipal Code to read as follows:
“10.55.010 Scope
This division shall apply to the use of bicycles and E-Conveyances, in conformity with State law, and shall apply to any bicycle or E-Conveyance operated upon any street or sidewalk, public property or upon any public path set aside for the use of bicycles or E-Conveyances. The provisions contained herein are enacted pursuant to Vehicle Code div. 16.7 ( Vehicle Code § 39000 et seq. ), and any rules and regulations adopted thereunder, pertaining to the licensing of bicycles, and California Vehicle Code § 21206 pertaining to the regulation of the operation, use and equipment of bicycles, and are not intended to conflict in any way with the provisions thereof.
10.55.020 Enforcement
A. Responsibility of parent. The parent of any child, and the guardian of any ward, shall not authorize or knowingly permit any minor child or ward to violate any of the provisions of this Chapter.
B. Penalty for violations. Every person violating any provisions of this Chapter shall be subject to the penalties provided for in Chapter 1.32 of the Murrieta Municipal Code.
C. An electric bike shall meet the following criteria
1. Comply with the equipment and manufacturing requirements for bicycles adopted by the United States Consumer Product Safety Commission (16 C.F.R. 1512.1, et seq.).
2. Operate in a manner so that the electric motor is disengaged or ceases to function when the brakes are applied or operate in a manner such that the motor is engaged through a switch or mechanism that, when released or activated, will cause the electric motor to disengage or cease to function.
3. A person shall not tamper with or modify an electric bicycle so as to change the speed capability of the bicycle, unless he or she appropriately replaces the label indicating the classification. It shall be unlaw ful to operate an electric bicycle which has been 559
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modified to exceed 28 miles per hour upon any roadway, sidewalks, trail or other public property in the City.
10.55.030 Applicability of traffic laws.
Every person riding a bicycle or E-Conveyance upon a street or sidewalk shall be granted all of the rights and shall be subject to all of the duties applicable to the driver of a vehicle by the laws of the State pertaining to the rules of the road, or by the terms of this Code or other ordinances of this City applicable to the driver of a vehicle, except as to those provisions which by their nature can have no application to bicycles or E-Conveyances, and except as otherwise provided in this Chapter.
10.55.040 Obedience to traffic-control devices.
It shall be unlawful for any person operating a bicycle or E-Conveyance to fail to obey the instructions of official traffic-control signs and other traffic-control devices applicable to vehicles or bicycles, unless otherwise directed by a police officer.
10.55.050 Use of headphones or earbuds.
It shall be unlawful for any person to operate a bicycle or E-Conveyance while wearing headphones, earbuds or any other device which obstructs, or covers the ear canal.
10.55.060 Helmets.
A. A person under the age of 18 must wea r a properly fitted and fastened bicycle helmet when riding an E-Conveyance on a public roadway, bikeway, bicycle path, bicycle trail, or bicycle route regardless of E-bike class.
B. All people operating or riding as a passenger on a Class 3 electric bicycle shall comply with Section 21213 of the California Vehicle Code regarding the wearing of a properly fitted and fastened bicycle helmet.
1055.070 Lights and reflectors.
No person shall operate a bicycle or E-Conveyance after sunset without a front facing white light. All Bicycles and e-bikes shall have reflectors on both wheels and on the rear of the bike.
10.55.080 Method of riding; number of riders.
No person operating a bicycle or E-Conveyance shall allow more persons at one time than the number for which the bicycle or E-Conveyance is designed and equipped. 560
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10.55.090 Riding on roadways and bicycle lanes.
A. Any person operating a bicycle or E-Conveyance upon a roadway at a speed less than the normal speed of traffic moving in the same direction at such time shall ride as close as practicable to the right -hand curb or edge of the roadway, except under any of the following situations:
1.When overtaking and passing another bicycle or vehicle proceeding in the same direction.
2.When preparing for a left turn at an intersection or into a private road or driveway.
3.When reasonably necessary to avoid conditions (including, but not limited to, fixed or moving objects, vehicles, bicycles, pedestrians, animals, surface hazards, or substandard width lanes) that make it unsafe to continue along the right-hand curb or edge. “Substandard width lane" is a lane that is too narrow for a bicycle and a vehicle to travel safely side-by-side within the lane.
B. Any person operating a bicycle or E-Conveyance upon a roadway or a highway, which highway carries traffic in one direction only and has two or more marked traffic lanes, may ride as near the left-hand curb or edge of such roadway as practicable.
C. Persons riding bicycles on a roadway or bike lane shall not ride more than two abreast.
10.55.100 Speed.
No person shall operate a bicycle or E-Conveyance at a speed greater than is reasonable and prudent under the conditions then existing, and in no event at a speed which endangers the safety of persons or property. No E-Conveyance operator shall travel over 28 miles per hour on a public highway, trail, path, park, or other public property within the City.
10.55.110 Emerging from, entering alley, driveway, bicycle path, etc.
The operator of a bicycle or E-Conveyance emerging from an alley, driveway, bicycle path, building or otherwise approaching upon a sid ewalk or sidewalk area shall yield the right -of-way to all pedestrians on such sidewalk or sidewalk area, and upon entering a bicycle lane or roadway, shall yield the right-of-way to all vehicles or bicycles on the roadway.
10.55.120 Leaving bicycle lane.
A. Whenever a bicycle lane has been established, any person operating a bicycle upon the roadway at a speed of less than the normal speed of traffic moving in the same direction shall ride 561
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within the bicycle lane, except that such person may move out of th e lane under any of the following situations:
1. When overtaking and passing another bicycle, vehicle, or pedestrian within the lane or about to enter the lane if such overtaking and passing cannot be done safely within the lane.
2. When preparing for a left turn at an intersection or into a private road or driveway.
3. When reasonably necessary to leave the bicycle lane to avoid debris or other hazardous conditions.
4. When approaching a place where a right turn is authorized.
B. No person operating a bi cycle or E-Conveyance within a bicycle lane shall leave such lane until movement can be made with reasonable safety, and then only after giving the appropriate signal in the manner provided in Vehicle Code div. 11, ch. 6 (Vehicle Code § 22100 et seq.) in the event that any vehicle may be affected by the movement.
10.55.130 Parking.
No person shall leave a bicycle or E-Conveyance lying on its side on any sidewalk, nor shall park a bicycle or E-Conveyance upon the public right-of-way or the sidewalk rack to support the bicycle or E-Conveyance or against a building or at a curb, except in such a manner as to afford the least obstruction to pedestrian traffic. Where appropriate signs are erected, no person shall park a bicycle or E-Conveyance in a public highway in the area designed by appropriate signs.
10.55.140 Riding on sidewalks, playgrounds, etc.
A. Riding bicycles and E-Conveyances on any sidewalk, bicycle path, bicycle trail, or roadway is permitted unless prohibited by appropriate signs authorized pursuant to the terms of this Chapter.
B. Whenever any person is riding a bicycle or E-Conveyance upon a sidewalk, bicycle path, or bic ycle trail, such person shall yield the right -of-way to any pedestrian or person on horseback and shall give an audible signal before overtaking and passing pedestrians.
C. No person shall ride or operate a bicycle or E-Conveyance upon any playground, park or school ground not designated as a bicycle path or route unless specifically posted as authorized for such use.
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D. No person shall operate a bicycle or E-Conveyance on a bicycle path or bicycle trail at a speed greater than 20 miles per hour, and in no event at a speed greater than is reasonable or prudent under the conditions then existing, or at a speed which endangers the safety of persons or property.
E. When posted, no person shall operate a bicycle or E-Conveyance at any City permitted special events.
F. The operator of a bicycle or E-Conveyance shall travel in the same direction as vehicles are required to be driven upon the roadway; regardless of whether or not the operator is in the roadway or in a bike lane. This section also applies to any side walk less than eight feet in width, unless there is no accompanying sidewalk on the opposite side of the street, or wherever posted signs prohibit such behavior.
G. A bicycle or E-Conveyance operator shall not allow a person riding as a passenger, and a person shall not ride as a passenger, on a bicycle or electric bicycle upon a highway other than upon or astride a separate seat attached thereto. The section does not apply to any type of bicycle with an original factory seat designed to collectively accommodate the operator and passenger. If the passenger is four years of age or younger, or weighs 40 pounds or less, the seat shall have adequate provision for retaining the passenger in place and for protecting the passenger from the moving parts of the bicycle.
10.55.150 Equipment.
Every bicycle and E-Conveyance, when operated within the City, shall comply with all of the equipment requirements contained in California Vehicle Code § 21201 , and this Chapter.
10.55.160 Establishment.
The City Council may, by resolution, establish bicycle lanes, paths or routes within the City as they shall determine may be required.
10.55.170 Designation.
A. The City's Director of Public Works is authorized to erect or place and maintain signs on any sidewalk or roadway prohibiting the riding of bicycles thereon by any person.
B. The City's Director of Public Works is authorized to erect or place and maintain signs upon any street or adjacent to any street in the City, indicating the existence of a bicycle path, lane or route or otherwise regulating the operation and use of vehicles and bicycles with respect thereto, as long as the same are consistent with this Chapter. Where such a sign is erected, such other designation, including, but not limited to, appropriate painting or such other devices as the City's Director of Public Work s shall determine, will provide sufficient notice of the existence of the 563
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bicycle path, lane or route. Said signing shall conform with provisions established by the California Traffic-Control Devices Committee.
10.55.180 Use of streets restricted.
Riding or operating a bicycle or E-Conveyance on any street within the City is permitted in accordance with the California Vehicle Code unless specifically prohibited by this Chapter.
10.55.190 Motor vehicle usage.
No person shall operate any motorized vehicle upo n any bicycle lane or path, except to park when permitted, to enter or leave the roadway, or to prepare for a turn within a distance of 200 feet from the intersection. Nothing in this section shall be deemed or construed to prohibit any bus owned and opera ted by a public transportation district or other authorized transportation agencies from driving upon such bicycle lanes within 150 feet of any bus stop approved by the City. Parking of motor vehicles is prohibited on bicycle lanes, provided such restricti on is appropriately posted. This section does not prohibit the use of a motorized bicycle in a bicycle lane, pursuant to Vehicle Code § 21207.5, at a speed no greater than is reasonable or prudent, having due regard for visibility, traffic conditions, and the condition of the roadway surface of the bicycle lane, and in a manner which does not endanger the safety of bicyclists.
SECTION 3. Section 10.32.045 (Passenger Loading and Unloading) of Chapter 10.32 of Title 10 of the Murrieta Municipal Code is here by added to read as follows:
“10.32.045 Passenger Loading and Unloading
Loading and unloading of passengers to or from a vehicle is prohibited from within the drive lanes of any roadway. Vehicles may not stop within a roadway for the purpose of passenger loading or unloading.”
SECTION 4. This ordinance is exempt from the California Environmental Quality Act (“CEQA”) under Section 15061(b)(3) of the CEQA Guidelines, which provides that CEQA only applies to projects that have the potential for causing a signi ficant effect on the environment.
Where, as here, it can be seen with certainty that there is no possibility that the activity in question would have a significant effect on the environment, the activity is not subject to CEQA.
SECTION 5. If any section, subsection, sentence, clause, or phrase of this ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of any competent jurisdiction, such decision shall not affect the validity of the remaining portions of this ordinance.
The City Council hereby declares that it would have passed this ordinance, and each and every section, subsection, sentence, clause and phrase thereof not declared invalid or unconstitutional 564
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without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.
SECTION 6. This Ordinance shall become effective on the thirty -first (31st) day after its passage and adoption, and the City Clerk shall cause it to be posted and published in a newspaper of general circulation, printed, published and circulated in the City in the manner required by law and shall cause a copy of this Ordinance and its certification, to be entered in the Book of Ordinances of the City.
PASSED AND ADOPTED this 18 day of June, 2024.
___________________________
Lori Stone, Mayor
ATTEST:
___________________________
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
_____________________________
Tiffany J. Israel, City Attorney
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Ordinance No. 605-24
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STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Ordinance No. 605-24 was duly introduced on the June 4, 2024 regular meeting, and passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 18th day of June 2024, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
I, Cristal McDonald, City Clerk of the City of Murrieta, California further certify that Ordinance No. 605-24 was duly published according to law and the order of the City Council of said City and the same was so published in Press Enterprise, a newspaper of general circulation on the following date(s):
Adopted Ordinance: , 2024.
In witness whereof, I have hereunto subscribed my name this __ day of ______________, 2024.
Cristal McDonald, City Clerk
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CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No. 17.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Geovanny Calvopina, Financial Analyst
SUBJECT:
Adoption of the Fiscal Year 2024/25 Operating Budget for the Murrieta Fire District
RECOMMENDATION
Conduct a Public Hearing; and
Adopt Resolution No. MFD 24-223 entitled: A Resolution of the Board of Directors of the Murrieta Fire District Approving the Fiscal Year 2024/25 Operating Budget for the Murrieta Fire District.
PRIOR ACTION/VOTE
On June 6, 2023, the City Council, the Boards of Directors of the Murrieta Fire District (MFD), the Community Services District (CSD), the Murrieta Library District (MLD), and the Housing Authority (MHA), and the City Council acting as Successor to the Redevelopment Agency (RSA), adopted a series of Resolutions (23-4671, MFD 23-219, CSD 23-276, MLB 23-17, RSA 23-29, and MHA 23-43) approving the Operating Budgets for Fiscal Years 2023/24 and 2024/25 (Vote: 4-0-1).
On June 4, 2024, the Board of Directors of the Murrieta Fire District approved the Fiscal Year 2024/25 Preliminary Operating Budget for the Murrieta Fire District.
CITY COUNCIL GOA/L
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.
BACKGROUND
Under California Health and Safety (H&S) Code Section 13890, on or before June 30 of each year, the Board of Directors of the Murrieta Fire District shall adopt a preliminary budget for said District. In accordance with H&S Code Section 13893, on or before June 30 of each year, the Board shall publish a notice stating the adoption of the preliminary budget, its availability for public review, and the date and time when the Board will meet to adopt the final budget.
The City adopts a two-year (biennial) budget. The Murrieta Fire District Budget for Fiscal Years 2023/24 and CITY OF MURRIETA Printed on 6/13/2024Page 1 of 2
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6/18/2024
Agenda Item No. 17.
The City adopts a two-year (biennial) budget. The Murrieta Fire District Budget for Fiscal Years 2023/24 and 2024/25 was first reviewed by the Board of Directors on June 6, 2023. Consistent with the provisions of the Health and Safety Code, approval of the preliminary budget was properly noticed on June 4, 2024, for adoption on June 18, 2024, and copies of the preliminary budget were made available for public inspection in City Hall and the Fire Station #1 Administrative Offices.
Staff recommends that the Murrieta Fire District Board adopt the Murrieta Fire District Operating Budget for Fiscal Year 2024/25, as shown as Exhibit A in Resolution No. MFD 24-223. The Fiscal Year 2024/25 Preliminary Operating Budget for the Murrieta Fire District has not been altered since it was reviewed and approved by the Board of Directors on June 4, 2024.
FISCAL IMPACT
The Preliminary Fiscal Year 2024/25 Operating Budget for the Murrieta Fire District is $24,750,080.
ENVIRONMENTAL IMPACT
None.
ATTACHMENTS
1. Resolution No. MFD 24-223
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RESOLUTION NO. MFD 24-223
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE MURRIETA FIRE DISTRICT APPROVING THE FISCAL YEAR 2024/25 OPERATING BUDGET FOR THE MURRIETA FIRE
DISTRICT
WHEREAS, the City Manager has worked with the Murrieta Fire District (“District”) in the preparation of the Fiscal Year 2024/25 Operating Budget (“Operating Budget”) to present to the Board of Directors for its approval; and
WHEREAS, the City prepares a biennial (two-year) budget. The Board of Directors reviewed the District’s proposed Operating Budget at a workshop held on May 2, 2023, and approved the Fiscal Year 2023/24 Preliminary Operating Budget at a City Council meeting held on June 6, 2023; and
WHEREAS, the Board of Directors has received the Fiscal Year 2024/25 Preliminary Operating Budget for its consideration; and
WHEREAS, on June 4, 202 4, the Board of Directors approved the District’s Preliminary Operating Budget and provided notice of a public hearing to be held on June 18, 2024, to adopt the final Operating Budget; and
WHEREAS, City of Murrieta policy requires that the Board of Directors approves the Operating Budget; and
WHEREAS, pursuant to Health and Safety Code section 13893 , a noticed public hearing was held before adopting the final Operating Budgets; and
WHEREAS, the Board of Directors had determined that it is necessary for the efficient management of the District that certain sums be appropriated to the various departments, offices, and activities of the District.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Murrieta Fire District as follows:
1. That the Fiscal Year 2024/25 Operating Budget is approved.
2. That the sums of money set forth in the Operating Budget are appropriated to the respective accounts and funds for expenditure during Fiscal Year 2024/25 for the items set forth in the Operating Budget.
3. That the City Manager is authorized to move funds within a fund in the Operating Budget without limitation.
PASSED, APPROVED, AND ADOPTED this 18th day of June, 2024.
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______________________________
Lori Stone, President
ATTEST:
____________________________
Cristal McDonald, Secretary
APPROVED AS TO FORM:
________________________________
Tiffany Israel
City Attorney/General Counsel
I, Cristal McDonald, Secretary of the Murrieta Fire District , California, do hereby certify that the foregoing Resolution No. MFD 24-223 was duly passed and adopted by the Fire District of the City of Murrieta at a regular meeting thereof, held on the 18th day of June, 2024, and was signed by the President of the said City, and that the same was passed and adopted by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
Cristal McDonald, Secretary
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City of Murrieta | 2023/24 - 2024/25 Draft Budget Book Page 1
PRELIMINARY MURRIETA FIRE DISTRICT
OPERATING BUDGET
FOR FISCAL YEARS 2024/25
Public Meeting: 6/4/2024
Public Hearing: 6/18/2024
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TABLE OF CONTENTS
Departments
3 Fire and Rescue
4 Fire Administration
10 Fire Fleet Maintenance
18 Fire Operations
22 Fire Prevention
27 City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book
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DEPARTMENTS
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Fire and Rescue
Bernie Molloy
Fire Chief
Murrieta Fire & Rescue (MFR) is a dedicated team committed to serving the community by providing all risk emergency and non-emergency services.
No. of Full-Time Equivalent Positions in FY24: 80
Organizational Chart
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 4 574 Program Statement
VISION
To become the standard by which other progressive re departments are measured.
Develop an identity that embraces continuous improvement Maintain sustainable processes
Not dependent on any single person
VALUES
Professional, Responsive, Integrity, Dedicated, Excellence - (PRIDE) Professional workforce planning and development will ensure that resources are allocated appropriately and supported while empowering employees to engage with one another through improved internal communication practices.
Responsive approaches to delivering emergency services are supported by quality and coordinated communications, current and applicable re prevention programs and initiatives, and disaster preparedness planning to safeguard our community better.
Integrity will be evident in the execution of all responsibilities and interaction with the public through enhanced internal and external communications.
Dedication to the community and department will consistently demonstrate our commitment to being responsible agents of the physical resources that enable us to perform our duties.
Excellence is achieved by holding one another accountable for carrying out our mission, living our motto and values, accomplishing our goals, and ensuring these values become a reality.
OVERVIEW
MFR is an all-risk re department, divided into four key divisions, responsible for providing: Fire Suppression and Emergency medical services (EMS), Fire Prevention and Disaster Preparedness, Hazard Mitigation, and Recovery Services, Wildland Fire Assistance, Swift Water Rescues, Vehicle Accident Response, Technical Rescue Calls, Non-Emergency Community Service Calls, Elder and Disabled Medical Care Safety Visits, Training and Public Education, Occupational Safety and Wellness Evaluations, Fire Code Enforcement, Abatement, Plan Check Reviews, Fire Inspections, Fire Investigations, Facility and Fleet Maintenance, Strategic Planning, Fiscal Management Services, Budgetary Development, Revenue Programs Oversight, Cost Recovery Analysis, Records Management, Personnel Management, Project Management, and Grants Administration.
BUDGET UNIT DESCRIPTION
Fire Administration – provides support, scal management services, personnel administration, supervision, and leadership for Murrieta Fire & Rescue through the e orts of the Fire Chief and three principal divisions.
Fire Operations – provides comprehensive re suppression and emergency response, thereby minimizing the loss of life and destruction of property through the rapid deployment of highly trained personnel and modern equipment. Murrieta Fire & Rescue (MFR) is a First-Responder Fire Department with 65% of its dispatch calls for emergency medical services. Services are provided by skilled re ghter-paramedic and rescue personnel strategically situated in ve (5) re stations throughout the city.
MFR Emergency Medical Services (EMS) provides Advanced Life Support with emergency medical rst responders in response to a variety of medical emergencies. MFR apparatus are equipped with emergency medical supplies and cardiac EKG monitors used to resuscitate and stabilize patients. MFR EMS provides MFR-based Tactical Medics to the Murrieta Police Department (MPD) SWAT for “hot zone” medical care and assistance to the MPD with calls involving injuries stemming from altercations. The Technical Rescue Team provides for the rescue of persons trapped and injured beyond the scope of normal re operations. These specialized rescues involve high/low angle, trench, swift water, vehicle extrication, structural collapse, con ned space rescue emergencies, and Urban Search & Rescue (USAR).
Fire Fleet – responsible for providing all mechanical and preventative work following state and federal mandates for more than 60 wheeled, motorized, towed, and all-terrain type vehicles for ve (5) re stations, re prevention inspection sta , EMS sta , and re pool vehicles.
Community Risk Reduction – prevents and reduces the loss of life, injury, and property damage due to re or natural disaster in commercial, factory, institutional, business, educational, mercantile, and assembly occupancies. Works with the re department resources to provide public outreach and education in various settings and capacities.
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PROGRAM ACTIVITIES
Fire Administration
Strategic Planning Cost Recovery and Billing Oversight
Fiscal Management Services City-wide Program Development and Administration
Budgetary Planning, Development, and
Revenue Management
Capital Improvement Project Budgeting
Personnel Administration Internal IT Administration
EMS Management Community Outreach Activities
Record Management Inventory of Assets
Operational Policies and Procedures MFR Website
Grants Management Project Management
Fire Operations
Manages the Fire Investigation Team, which provides re causation and origin determination and investigates all res of a suspicious nature.
Administers the MFR Safety and Training Program handled by the Training Fire Captain.
MFR Emergency Medical Services (EMS):
Provides Advanced Life Support with emergency medical rst responders in response to a variety of medical emergencies.
Provides MFR-based Tactical Medics to the Murrieta Police Department (MPD) SWAT for “hot zone” medical care and assistance to the MPD with calls involving altercations resulting in injuries.
The Technical Rescue Team provides for the rescue of persons trapped and injured beyond the scope of normal re operations. These specialized rescues involve high and low angles, trenches, swift water, vehicle extrication, structural collapse, con ned space rescue emergencies, and Urban Search and Rescue (USAR).
Fire Fleet
Maintenance responsibilities include mechanical work for all apparatus associated with the re eet to accommodate emergency medical services, re prevention, and re suppression operations.
Community Risk Reduction (Fire Prevention)
Provides comprehensive enforcement of mandated re and life safety codes and regulations, including inspecting properties for re code violations and regulating the design and implementation of building features and re protection systems.
Conducts state mandated inspections of xed occupancies and defensible space inspections during home sales in required areas.
Annual implementation of the Weed Abatement Program to reduce re hazards city-wide.
In conjunction with the Disaster Preparedness Coordinator, coordinates planning, development, and implementation of a city-wide Disaster Preparedness Plan and continued e orts to educate the public and collaborate with surrounding services to assist during a disaster.
Oversee the Community Emergency Response Team (CERT) applications and the Community Fire Education Program (CFEP), which provides educational programs about the causes and prevention of re and burn injuries. The CFEP encourages an active link between MFR and the community by instituting outreach programs such as the “Think First Program,” the “Every 15-Minutes Program”, the “Ready-Set-Go Program,” smoke detector campaigns, re extinguisher training, re safety training, programs for older people involving health and re safety, and other community safety training.
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 6 576 Department Goals and Objectives
KEY DEPARTMENTAL GOALS FOR FISCAL YEAR 2023/24 and 2024/25 Administration and Fiscal Management
GOAL: Use industry standards and best practices to prevent, train for and respond to res, rescue, and emergency medical calls for service.
OBJECTIVES: Educate, brand, and market adaptive e orts made to enhance the e ciency and quality of service provided by Murrieta Fire & Rescue to the community.
Measure: Meet with stakeholder groups annually and conduct an assessment by 3rd quarter for FY24 and FY25.
Continue providing proactive Fire Dispatch EMS training to improve 911 service each scal year.
Host a re dispatcher continuing education session by the 4th quarter FY24 and FY25 Integrate a comprehensive new hirer dispatcher orientation training by the 3rd quarter FY24.
Update recruitment practices to retain talented sta and a diverse workforce.
Develop learning modules covering various City functions, forms, reports, and procedures for Fire personnel by the 4th quarter of FY24 and FY25.
Update and expand Fire's onboarding and the o boarding process by the 3rd quarter of FY24.
Design a Project Management Timelines template to track all MFR projects and program progress.
Measure: Continue coordinating with local high schools and colleges to provide training and education to enhance organizational diversity. Ongoing. Program progress will be evaluated and measured by the 3rd quarter of FY24 and FY25.
Install living accommodations at a re station for a female re ghter by the 4th quarter of FY24.
GOAL: Provide an enhanced wellness, tness, and injury prevention program for suppression personnel.
OBJECTIVES: Benchmark the Fire Department Safety and Workers’ Compensation programs against industry best practices.
Measure: Update the incident safety o cer program requirement (CPSE Site Team Strategic Recommendation) by the end of 3rd quarter FY24.
Measure: Provide regular training on identifying and managing mental health awareness. Continue the training program by conducting refresher training by the 2nd quarter of FY24 and FY25. Continue evaluating training results to improve course curriculum and mental health awareness employee needs.
Benchmark Fire Department Safety and Workers’ Compensation programs against industry practices.
Measure: Coordinate with Risk Management to design a workers' compensation analysis assessment and prevention program by 1st quarter of FY25.
GOAL: Provide for proper design, development, and maintenance of the Fire Department’s equipment and facilities.
OBJECTIVES: Ensure facilities are su ciently designed, updated, repaired, and maintained.
Measure: Update facilities management plans for maintenance and capital repairs by the 3rd quarter of FY24 and FY25.
Conduct quarterly facilities walk-throughs to avoid deferred maintenance costs.
Update MFR's Assets Inventory and Replacement Plan each scal year by the 4th quarter.
GOAL: Increase the Fire Department’s organizational capacity and e ciency.
OBJECTIVES: Facilitate and manage the principals of continuous improvement identi ed within the Center for Public Safety Excellence (CPSE) accreditation process.
Measure: Publish an updated Strategic Plan by the 1st quarter of each scal year.
Measure: Monitor alarm handling and turnout times, identify and report outcomes and consider opportunities for further enhancements that would reduce times (CPSE Site Team Strategic Recommendation) – ongoing weekly and monthly measurement during the scal year.
Update committee charters as needed each scal year by the 2nd quarter.
Evaluate the progress of MFR Committee goals and report performance outcomes by the 2nd quarter of each scal year.
Measure: Update and post senior sta Work Plans to re ect progress of actions. Ongoing (quarterly).
Engage a wide range of Fire Department project managers as contributors in the budget management process bi-annually each scal year.
Measure: Update and manage program budgets for project managers, including special operations, facilities, EMS, and training.
Ongoing through monthly nancial reports.
Utilize technology at full capacity to improve communications and deploy resources e ectively.
Measure: Continue working with the Police Department and Dispatch to improve the Emergency Medical Dispatch (EMD) Program (CPSE Site Team Strategic Recommendation). Process and communicate program adjustments by the 3rd quarter of FY24 and FY25.
Measure: Test existing radio communications functions in the operating platform and ensure standardized requirements are met by the 2nd quarter of FY24 and FY25.
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GOAL: Use industry standards and best practices to prevent, train, and respond to re, rescue, and emergency medical calls for service.
OBJECTIVES: Recruit highly quali ed employees to ll vacancies within the organization.
Measure: Maintain an active lateral and entry-level re ghter list to minimize vacancies at any one time to less than 7% of the shift personnel workforce by the 2nd quarter of each scal year.
GOAL: Ensure workforce readiness and leadership development by providing innovative education and training programs.
OBJECTIVES: Enhance professional development opportunities and specify pathways for employee career development.
Measure: Revise the career path matrix that covers re suppression department employees by the 2nd quarter FY24 and FY25.
Measure: Continue hosting a dispatch academy during April of FY24 and FY25.
GOAL: Develop a comprehensive pre-incident plan program.
OBJECTIVES: Fully implement a comprehensive pre-incident plan program prioritizing target hazards.
Measure: Pre-plan identi es target hazards and maintains an up-to-date database by the 1st quarter of each scal year.
GOAL: Provide an enhanced wellness, tness, and injury prevention program for suppression personnel.
OBJECTIVES: Build upon the existing mental health, safety, and wellness approaches to develop a more comprehensive program.
Measure: Revised the Incident Safety O cer Program requirement (CPSE Site Team Strategic Recommendation) by the end of the 3rd quarter of FY25.
Measure: Provide regular training on identifying and managing mental health awareness. Ongoing each scal year.
Fire Fleet Management
GOAL: Ensure that the department eet and apparatus is well maintained.
OBJECTIVES: Repair and replace eet and apparatus per the existing eet replacement schedule.
Measure: Update and post the heavy and light duty eet replacement schedule. Ongoing each scal year.
Measure: Revise the internal equipment inventory, accountability, replacement, disposal, and maintenance process by the 2nd quarter of each scal year.
GOAL: Ensure workforce readiness and leadership development by providing innovative education and training programs.
OBJECTIVES: Comply with all federal, state, and local training mandates and measure with industry standards.
Measure: Fleet maintenance personnel maintain required re mechanic certi cations throughout the scal year. Ongoing each scal year.
GOAL: Provide for proper design, development, and maintenance of the Department’s apparatus and shop facility.
OBJECTIVES: Ensure the mechanic's shop and repair garage is su ciently designed, updated, and maintained.
Measure: Reassess eet shop equipment and garage repairs by the 2nd quarter of each scal year.
GOAL: Increase control of vehicle operating and repair costs.
OBJECTIVES: Reduce costs by reviewing previous repairs and monitoring current maintenance to ensure no duplication or overlapping of services.
Measure: Analyze expenditures to identify unnecessary or repeated repairs and parts ordered each quarter during the scal year, and report the outcome of the analysis to command sta . Ongoing each scal year.
Community Risk Reduction
GOAL: Safeguard the community through proactive prevention, enforcement, engineering, preparedness, and public education programs.
OBJECTIVES: Identify target strategies that support older adults, families, youth, schools, and public education.
Measure: Update the Public Safety Afterschool Program by the 2nd quarter of each scal year.
Measure: Coordinate with community services and local schools to complete a Community Risk Assessment by the 3rd quarter of FY24.
Measure: Develop a program to educate the public on various safety measures and awareness by the 4th quarter of each scal year.
Assess and update the comprehensive building inspection and code enforcement program, and ensure compliance with laws, local ordinances, and industry best practices. Complete each scal year.
Measure: Continue training employees on the MFR code enforcement standards by the 2nd quarter of FY24 and FY25.
Train and prepare the community to respond e ectively to natural disasters and disasters caused by humans. Generate one or more training sessions per scal year and identify gaps in practice to improve future training activities. Ongoing each scal year.
Measure: Coordinate with local CERT-trained citizens to increase and enhance training and preparedness opportunities. Ongoing each scal year.
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 8 578 Performance Measures
https://stories.opengov.com/murrietaca/published/0PS8Y1pvm City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book
579
Fire Administration
Fire Administration – provides support, supervision, and leadership for Murrieta Fire & Rescue through the e orts of the Fire Chief and three principal divisions.
No. of Full-Time Equivalent Positions in FY24: 10
Revenues Summary
$23,844,804$1,606,365
(7.22% vs. prior year)
Fire Administration Proposed and Historical Budget vs. Actual Actual Budgeted
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 5M
10M
15M
20M
25M
30M
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 10 580 Revenues by Source
Projected 2024 Revenues by Source
Taxes (58.9%)Taxes (58.9%) Taxes (58.9%)
Transfer In (29.2%)Transfer In (29.2%) Transfer In (29.2%) Assessments (6.6%)Assessments (6.6%) Assessments (6.6%) Intergovernmental (3%)Intergovernmental (3%) Intergovernmental (3%) Charges for Services (1.3%)Charges for Services (1.3%) Charges for Services (1.3%) Other Misc Revenue (0.9%)Other Misc Revenue (0.9%) Other Misc Revenue (0.9%) Fines & Forfeitures (0.1%)Fines & Forfeitures (0.1%) Fines & Forfeitures (0.1%) Budgeted and Historical 2024 Revenues by Source
Millions
Grey background indicates budgeted figures.
Licenses & Permits Loan/Bond/Lease Proceeds Fines & ForfeituresOther Misc Revenue Charges for Services IntergovernmentalAssessments Transfer In Taxes FY2018
FY2019
FY2020
FY2021
FY2022
FY2023
FY2024
FY20250
5 10
15 20
25 30
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book
581
Revenue by Fund
Murrieta FireDistrict
Taxes-Property-Current 40001 $10,928,506 $11,430,341 $10,942,638 $11,892,127 $12,129,969 Taxes-Current-Unsecured 40003 $481,394 $557,657 $533,494 $543,000 $543,000 Taxes-Prior Year 40004 $412,479 $438,797 $405,000 $385,425 $396,987 Taxes-Current-Supplemental 40006 $224,300 $129,841 $95,600 $188,000 $188,000 Taxes-Current-SBOE 40007 $169,889 $166,626 $137,500 $137,500 $137,500 Taxes-Current-HOX 40008 $105,746 $105,713 $108,000 $105,000 $105,000 Taxes-Delinquent
Charges/Penal 40009 $0 $0 $2,500 $0 $0
Taxes-RDA Disolution Distrib 40011 $899,451 $796,856 $777,350 $792,897 $792,897 Interest-Income 44401 $78,598 $91,689 $25,000 $65,095 $71,600 Lease/Rental-Community
Room 44461 -$500 -$687 $0 $0 $0
Lease/Rental-Income 44462 $112,135 $116,216 $114,690 $117,669 $121,054 Miscellaneous-Donations 47702 $700 $2,290 $3,000 $2,500 $2,500 Misc-Special Events-
Barbeque 47821 $0 $24,983 $13,000 $18,991 $18,991
Misc-Other 47853 $631 $1,875 $2,304 $2,280 $2,280
Misc.-Prior Year Revenues 47899 $473 $0 $0 $0 $0
Transfer In General Fund 82220 $3,058,814 $0 $0 $0 $0
Transfer In Measure T 82221 $0 $3,389,144 $6,313,333 $6,960,509 $7,368,265 Spec Assess-Unit of Bene t
As 40041 $1,518,285 $1,530,554 $1,513,700 $1,559,111 $1,559,111 Spec Assess-Unit of Bene
t
Pr 40042 $20,778 $16,442 $12,215 $18,600 $18,600
License/Permit-Permit Issue
Fe 41121 $0 $135 $0 $0 $0
Intergvt Rev -State Reimb 42221 $804,380 $1,008,659 $900,000 $715,000 $715,000 Chrg for Svc-Plan Checks 43301 $145,375 $116,822 $130,615 $130,600 $145,000 Chrg for Svc-Inspection
Charge 43305 $89,324 $72,371 $90,000 $90,000 $110,000
Chrg for Svc-Fire EMS
Charges 43561 $10 $0 $0 $0 $0
Chrg for Svc-Fire Engineering 43573 $55,601 $52,502 $75,000 $75,500 $75,500 Chrg for Svc-Other Fire Servic 43579 $9,002 $15,870 $12,000 $15,000 $15,000 Fines-Miscellaneous Fines 45539 $0 $63,715 $30,000 $30,000 $30,000 Misc-Other 47853 $1,339 $0 $0 $0 $0
Misc.-Prior Year Revenues 47899 $8,097 $0 $1,500 $0 $0
TotalMurrietaFireDistrict: $19,124,808 $20,128,410 $22,238,439 $23,844,804 $24,546,254 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 12 Preliminary
582
Expenditures Summary
$5,601,438
$307,445
(5.81% vs. prior year)
Fire Administration Proposed and Historical Budget vs. Actual Actual Budgeted
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 1M
2M
3M
4M
5M
6M
7M
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 13 583 Expenditures by Expense Type
Budgeted Expenditures by Expense Type
Personnel (39.9%)Personnel (39.9%) Personnel (39.9%)
Operations & Maintenance (35.7%)Operations & Maintenance (35.7%) Operations & Maintenance (35.7%) Internal Service Charges (22%)Internal Service Charges (22%) Internal Service Charges (22%) Capital (2.4%)Capital (2.4%) Capital (2.4%)
Budgeted and Historical Expenditures by Expense Type
Millions
Grey background indicates budgeted figures.
Transfers Capital Internal Service Charges Operations & Maintenance Personnel FY2018
FY2019
FY2020
FY2021
FY2022
FY2023
FY2024
FY20250
1 2
3 4
5 6
7 City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book
584
Expenditures by Fund
General Fund MeasureT
Salary & Wages 51020 $71,972 $78,311 $83,260 $86,500 $86,500 Salary & Wages (Special) 51021 $70 $0 $0 $0 $0
Overtime 51040 $0 $0 $1,694 $1,360 $1,360
Bene t-ADD/ Life Insurance 52400 $134 $133 $135 $135 $135 Bene t-Worker's
Compensation 52450 $533 $587 $655 $659 $677
Bene t-Deferred
Compensation 52700 $1,200 $1,200 $1,660 $2,400 $2,400
Bene t-Dental 52800 $957 $1,128 $1,176 $1,176 $1,176
Bene t-Short/Long Term
Disabi 53000 $612 $657 $620 $708 $708
Bene t-PERS Health 53300 $18,678 $18,338 $19,698 $20,690 $22,140 Bene t-PERS Retirement 53400 $6,377 $6,561 $6,630 $6,800 $6,800 Bene t-Vision 53600 $474 $469 $480 $480 $480
Taxes-FICA/Medicare Employer 53700 $989 $1,089 $1,148 $1,270 $1,270 Contract Srvcs-Other 60480 $149,123 $120,480 $227,204 $305,136 $318,002 Equipment-Computers <
$5000 60760 $0 $11,425 $0 $68,575 $23,100
Equipment < $5000 60800 $0 $16,965 $19,900 $0 $0
Equipment-Furniture < $5000 60840 $0 $2,151 $9,500 $12,600 $12,600 Equipment-Safety 60880 $33,294 $57,685 $157,750 $227,235 $162,900 Maintenance-Software
Licenses 62160 $10,500 $10,193 $34,550 $41,216 $41,216
Rental Expense 63250 $0 $123,214 $123,214 $123,214 $123,214 Subscription-Membership,
Dues, 63880 $0 $0 $62 $100 $100
Training-Conference/Meeting 64280 $0 $909 $909 $2,475 $2,475 Srvcs-Information Technology 69100 $4,170 $1,585 $1,780 $2,070 $2,240 Liab & Property Ins Charges 69200 $5,710 $6,130 $7,810 $10,790 $12,730 Software & Intangible Assets 71020 $10,911 $0 $50,998 $7,151 $7,365 Machinery & Equipment 71030 $73,871 $33,337 $618,895 $128,000 $133,000 Total General Fund MeasureT: $389,576 $492,545 $1,369,727 $1,050,739 $962,587 Murrieta FireDistrict
Salary & Wages 51020 $839,379 $765,264 $900,120 $1,079,600 $1,097,700 Salary & Wages (Special) 51021 $241 $2,849 $0 $0 $0
Overtime 51040 $2,841 $8,715 $35,820 $27,440 $27,440
Strike Team Overtime 51045 $63,027 $37,649 $130,000 $75,000 $75,000 Part-Time Salary (PERS) 51060 $0 $0 $0 $32,016 $0
Part-Time Salary (PARS) 51080 $0 $0 $29,800 $0 $34,240
Leave-Administrative Buyout
Le 51100 $0 $2,471 $4,020 $2,500 $2,500
Leave-Annual Buyout 51110 $18,174 $73,684 $15,670 $73,700 $73,700 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 15 Preliminary
585
Allowance-Mobile
Communication 52200 $1,684 $1,408 $1,680 $1,680 $1,680
Allowance-Uniform 52300 $4,300 $8,773 $2,450 $1,850 $1,850 Bene t-ADD/ Life Insurance 52400 $2,048 $1,812 $1,982 $3,659 $3,659 Bene t-Worker's
Compensation 52450 $84,274 $70,651 $102,879 $109,682 $115,119 Bene t-Deferred
Compensation 52700 $7,959 $10,400 $15,600 $13,000 $13,000 Bene t-Deferred Comp
NTWD401a 52701 $2,600 $0 $0 $0 $0
Bene t-Deferred Comp
ICMA401a 52702 $0 $4,731 $0 $4,800 $4,800
Bene t-Dental 52800 $6,455 $7,211 $8,232 $9,408 $9,408
Bene t-Short/Long Term
Disabi 53000 $5,507 $5,108 $5,505 $6,560 $6,560
Bene t-Retiree Medical 53100 $183,615 $176,029 $147,850 $177,000 $177,000 Bene t-PARS Retirement 53200 $0 $0 $193 $0 $445
Bene t-PERS Health 53300 $125,310 $113,156 $124,644 $152,930 $161,670 Bene t-PERS Retirement 53400 $282,377 $237,513 $345,070 $318,300 $306,900 Bene t-Tuition Reimb. 53500 $2,000 $4,000 $3,640 $0 $0
Bene t-Vision 53600 $3,320 $3,004 $3,360 $3,840 $3,840
Taxes-FICA/Medicare Employer 53700 $13,652 $13,345 $15,184 $17,610 $17,900 Taxes-Unemployment
Insurance 53800 $3,517 $39 $0 $0 $0
Allocate Personnel Costs 53900 -$23,000 -$25,377 $0 $0 $0 Administrative Costs 60010 $300,450 $300,450 $300,450 $300,450 $300,450 Contract Srvcs-Audit 60200 $0 $0 $7,875 $0 $0
Contract Srvcs-Legal 60440 $21,952 $15,534 $0 $19,000 $19,000 Contract Srvcs-Other 60480 $84,994 $85,395 $137,813 $137,910 $152,968 Contract Srvcs-Property Tax 60520 $175,911 $146,338 $158,800 $158,800 $158,800 Equipment-Computers <
$5000 60760 $0 $6,753 $4,420 $0 $23,100
Equipment < $5000 60800 $4,812 $8,187 $18,500 $38,391 $0 Equipment-Safety 60880 $181,775 $58,993 $58,701 $37,688 $36,200 Equipment-Software < $5000 60920 $16 $691 $1,500 $1,500 $1,500 Fees-Credit Card Merchant 61200 $788 $2,091 $2,000 $2,500 $2,800 Fees-Filing 61440 $5,782 $5,985 $6,500 $6,500 $6,800
Fees-Investment Admin
Expense 61480 $2,229 $2,137 $5,800 $5,800 $5,800
Other Interest Expense 61560 $4,196 $2,147 $5,862 $13,032 $13,032 Lease-Vehicle 61920 $18,791 $20,840 $22,638 $49,596 $49,596 Maintenance-Building 62000 $12,470 $4,916 $16,148 $16,150 $16,150 Maintenance-Equipment 62080 $1,315 $928 $2,500 $1,500 $1,500 Maintenance-Radio
Equipment 62120 $5,496 $379 $14,500 $8,500 $8,500
Maintenance-Software
Licenses 62160 $5,270 $12,374 $12,324 $15,870 $15,870
Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 16 Preliminary
586
Maintenance-Vehicle 62200 $765 $0 $0 $0 $0
Vehicle Fuel 62220 $89,120 $139,811 $143,080 $144,000 $151,200 Other-Special Dept
Expenditure 62440 $6,498 $15,235 $12,000 $15,793 $14,513 Postage 62680 $1,642 $3,222 $3,250 $3,500 $3,500
Printing 62720 $1,137 $2,500 $2,800 $2,800 $2,800
Program-Community
Relations 62960 $0 $2,325 $4,300 $4,800 $4,800
Program-Special Events 63360 $0 $22,155 $19,000 $19,000 $22,000 Staff-Uniform Expense 63800 $0 $96 $1,800 $1,800 $1,800 Subscription-Membership,
Dues, 63880 $4,765 $7,099 $4,228 $5,626 $5,626
Supplies-Maintenance 64040 $703 $122 $0 $0 $0
Supplies-Of ce 64080 $5,764 $3,744 $6,051 $6,500 $7,500 Supplies-EMS Medical 64175 $32,611 $48,910 $45,000 $45,000 $48,000 Supplies-Safety 64200 $12,990 $24,406 $28,000 $29,200 $32,390 Training-Conference/Meeting 64280 $862 $2,795 $1,800 $9,865 $9,865 Training & Development 64360 $18,238 $12,212 $20,350 $41,356 $41,356 Utilities-Electric 64520 $15,104 $16,820 $17,900 $18,486 $19,410 Utilities-Telephone 64640 $42,297 $54,762 $31,000 $59,600 $61,984 Srvcs-Information Technology 69100 $41,640 $198,847 $224,996 $318,220 $346,450 Liab & Property Ins Charges 69200 $68,130 $632,490 $688,680 $901,390 $1,148,390 Machinery & Equipment 71030 $7,744 $0 $0 $0 $0
Vehicles 71060 $1 $0 $0 $0 $0
Total Murrieta FireDistrict: $2,805,540 $3,384,122 $3,924,266 $4,550,698 $4,868,061 Total: $3,195,116 $3,876,667 $5,293,992 $5,601,438 $5,830,648 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 17 Preliminary
587
Fire Fleet Maintenance
Fire Fleet – responsible for providing all mechanical and preventative work following state and federal mandates for 58 wheeled, motorized, towed, and all-terrain type vehicles for ve (5) re stations, re inspection/prevention sta , EMS sta , and re pool vehicles.
No. of Full-Time Equivalent Positions in FY24: 1
Expenditures Summary
$571,719-$93,857
(-14.10% vs. prior year)
Fire Fleet Maintenance Proposed and Historical Budget vs. Actual Actual Budgeted
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 500k
1,000k
1,500k
2,000k
2,500k
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 18 588 Expenditures by Expense Type
Budgeted Expenditures by Expense Type
Operations & Maintenance (65.3%)Operations & Maintenance (65.3%) Operations & Maintenance (65.3%) Personnel (25.4%)Personnel (25.4%) Personnel (25.4%)
Internal Service Charges (9.3%)Internal Service Charges (9.3%) Internal Service Charges (9.3%) Budgeted and Historical Expenditures by Expense Type
Millions
Grey background indicates budgeted figures.
Capital Internal Service Charges Personnel Operations & Maintenance FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 0.5
1 1.5
2 2.5
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 19 589 Expenditures by Fund
General Fund MeasureT
Maintenance-Vehicle 62200 $0 $0 $47,137 $0 $0
Supplies-Maintenance 64040 $3,432 $0 $0 $0 $0
Supplies-Of ce 64080 $52 $0 $0 $0 $0
Supplies-EMS Medical 64175 $168 $0 $0 $0 $0
Supplies-Safety 64200 $91 $0 $0 $0 $0
Vehicles 71060 $1,454,503 $0 $90,000 $0 $0
Total General Fund MeasureT: $1,458,247 $0 $137,137 $0 $0 Murrieta FireDistrict
Salary & Wages 51020 $55,699 $58,020 $77,200 $82,700 $82,700 Salary & Wages (Special) 51021 $724 $0 $0 $0 $0
Overtime 51040 $127 $1,376 $1,539 $2,660 $2,660
Part-Time Salary (PERS) 51060 $28,530 $36,848 $28,110 $0 $0 Part-Time Salary (PARS) 51080 $645 $0 $0 $0 $0
Leave-Annual Buyout 51110 $0 $1,427 $1,450 $1,400 $1,400 Leave-Compensated
Absences/S 51120 $0 $3,425 $6,000 $5,200 $5,200
Allowance-Mobile
Communication 52200 $481 $481 $480 $480 $480
Allowance-Uniform 52300 $0 $0 $0 $600 $600
Bene t-ADD/ Life Insurance 52400 $134 $133 $135 $135 $135 Bene t-Worker's
Compensation 52450 $7,915 $11,113 $3,595 $3,081 $3,141
Bene t-Deferred
Compensation 52700 $1,200 $1,200 $2,500 $2,700 $2,700
Bene t-Dental 52800 $1,181 $1,119 $1,176 $1,176 $1,176
Bene t-Short/Long Term
Disabi 53000 $609 $623 $610 $663 $663
Bene t-PERS Health 53300 $18,587 $18,265 $19,210 $20,600 $21,960 Bene t-PERS Retirement 53400 $20,884 $25,164 $28,770 $22,100 $19,600 Bene t-Vision 53600 $474 $469 $480 $480 $480
Taxes-FICA/Medicare
Employer 53700 $1,303 $1,547 $1,484 $1,240 $1,240
Equipment < $5000 60800 $188 $0 $0 $0 $0
Equipment-Safety 60880 $1,476 $470 $12,000 $4,000 $6,000 Maintenance-Building 62000 $278 $7,625 $4,500 $4,500 $5,500 Maintenance-Software
Licenses 62160 $0 $0 $0 $2,000 $2,000
Maintenance-Vehicle 62200 $312,835 $352,127 $283,500 $350,000 $374,500 Vehicle Fuel 62220 $812 $6,215 $0 $0 $0
Other-Special Dept
Expenditure 62440 $4 $0 $0 $0 $0
Staff-Uniform Expense 63800 $839 $593 $1,400 $1,000 $1,000 Supplies-Maintenance 64040 $7,580 $4,709 $5,000 $6,144 $6,758 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 20 Preliminary
590
Supplies-Of ce 64080 $333 $277 $1,500 $1,500 $1,500
Supplies-Safety 64200 $0 $43 $1,000 $1,000 $1,000
Training & Development 64360 $0 $39 $3,000 $3,000 $3,000 Srvcs-Information Technology 69100 $7,290 $37,275 $41,940 $49,470 $53,640 Liab & Property Ins Charges 69200 $520 $1,750 $1,860 $3,890 $4,060 Machinery & Equipment 71030 $7,355 $0 $0 $0 $0
Vehicles 71060 $0 $419,068 $0 $0 $0
Total Murrieta FireDistrict: $478,004 $991,399 $528,439 $571,719 $603,093 Total: $1,936,251 $991,399 $665,576 $571,719 $603,093
Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 21 Preliminary
591
Fire Operations
Mike Lopez
Deputy Chief Lopez
Fire Operations
Manages the Fire Investigation Team, which provides re causation and origin determination and investigates all res of a suspicious nature.
Administers the MFR Safety and Training Program handled by the Training Fire Captain.
MFR Emergency Medical Services (EMS):
Provides Advanced Life Support with emergency medical rst responders in response to a variety of medical emergencies.
Provides MFR-based Tactical Medics to the Murrieta Police Department (MPD) SWAT for “hot zone” medical care and assistance to the MPD with calls involving altercations resulting in injuries.
The Technical Rescue Team provides for the rescue of persons trapped and injured beyond the scope of normal re operations. These specialized rescues involve high/low angle, trench, swift water, vehicle extrication, structural collapse, and con ned space rescue emergencies.
No. of Full-Time Equivalent Positions in FY24: 62
Expenditures Summary
$21,255,493$1,938,044
(10.03% vs. prior year)
Fire Operations Proposed and Historical Budget vs. Actual Actual Budgeted
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 5M
10M
15M
20M
25M
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 22 592 Expenditures by Expense Type
Budgeted Expenditures by Expense Type
Personnel (93.9%)Personnel (93.9%) Personnel (93.9%)
Operations & Maintenance (3.4%)Operations & Maintenance (3.4%) Operations & Maintenance (3.4%) Internal Service Charges (2.7%)Internal Service Charges (2.7%) Internal Service Charges (2.7%) Capital (0.08%)Capital (0.08%) Capital (0.08%)
Budgeted and Historical Expenditures by Expense Type
Millions
Grey background indicates budgeted figures.
Capital Internal Service Charges Operations & Maintenance Personnel FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 5
10 15
20 25
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 23 593 Expenditures by Fund
General Fund MeasureT
Salary & Wages 51020 $693,919 $1,156,522 $1,158,233 $1,584,490 $1,790,130 Salary & Wages (Special) 51021 $3,645 $12,912 $0 $0 $0
Overtime 51040 $244,643 $681,337 $672,840 $829,660 $834,090 FLSA Standard Overtime 51043 $61,396 $102,257 $93,960 $116,740 $125,720 Strike Team Overtime 51045 $57,088 $509 $71,930 $0 $0
Leave-Compensated
Absences/S 51120 $0 $790 $0 $0 $0
Leave-Holiday Buyout 51140 $16,299 $30,106 $32,560 $32,600 $32,600 Leave-Vacation Buyout 51180 $4,958 $2,564 $0 $0 $0
POST/Educational Certi cate P 51200 $0 $0 $0 $27,570 $27,570 Allowance-Mobile
Communication 52200 $0 $0 $0 $0 $480
Allowance-Uniform 52300 $13,744 $20,921 $19,000 $24,050 $25,900 Bene t-ADD/ Life Insurance 52400 $1,939 $3,314 $3,861 $5,369 $5,983 Bene t-Worker's
Compensation 52450 $166,209 $344,311 $338,237 $419,338 $468,161 Bene t-Deferred
Compensation 52700 $0 $0 $6,990 $0 $0
Bene t-Deferred Comp
NTWD401a 52701 $20,154 $21,659 $0 $28,900 $28,900
Bene t-Deferred Comp
ICMA401a 52702 $700 $4,100 $0 $4,100 $4,100
Bene t-Dental 52800 $6,796 $12,855 $11,600 $15,288 $16,464 Bene t-Short/Long Term
Disabi 53000 $1,344 $2,135 $1,818 $3,324 $4,344
Bene t-PERS Health 53300 $155,001 $238,142 $230,961 $299,960 $334,390 Bene t-PERS Retirement 53400 $187,428 $256,420 $243,672 $379,300 $397,250 Bene t-Tuition Reimb. 53500 $6,900 $14,751 $0 $5,600 $5,600 Bene t-Vision 53600 $3,241 $5,273 $4,566 $6,240 $6,720
Taxes-FICA/Medicare Employer 53700 $16,506 $32,196 $30,259 $35,010 $38,050 Taxes-Unemployment
Insurance 53800 $3,120 $6,750 $0 $0 $0
Allocate Personnel Costs 53900 -$205,547 -$670,731 -$670,731 -$465,185 $0 Equipment < $5000 60800 $0 $3,702 $0 $24,500 $7,000
Equipment-Furniture < $5000 60840 $5,961 $0 $0 $8,500 $8,500 Maintenance-Building 62000 $5,499 $127,942 $167,200 $238,379 $631,040 Staff-Uniform Expense 63800 $0 $0 $9,800 $9,800 $9,800
Srvcs-Information Technology 69100 $49,960 $18,967 $21,340 $24,770 $26,860 Liab & Property Ins Charges 69200 $62,560 $52,680 $86,060 $118,840 $140,280 Machinery & Equipment 71030 $0 $0 $0 $17,508 $0
Total General Fund MeasureT: $1,583,463 $2,482,384 $2,534,155 $3,794,651 $4,969,932 Murrieta FireDistrict
Salary & Wages 51020 $5,411,531 $5,452,922 $6,469,380 $6,176,570 $6,233,560 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 24 Preliminary
594
Salary & Wages (Special) 51021 $63,062 $41,584 $0 $0 $0 Overtime 51040 $2,743,192 $2,751,701 $2,709,200 $3,186,470 $3,186,470 FLSA Standard Overtime 51043 $466,160 $486,675 $505,860 $576,240 $576,240 Strike Team Overtime 51045 $429,563 $764,361 $557,680 $803,110 $803,110 Leave-Compensated
Absences/S 51120 $7,466 $7,328 $11,810 $11,800 $11,800
Leave-Holiday Buyout 51140 $104,332 $120,991 $164,240 $164,300 $164,300 Leave-Sick Buyout 51160 $20,453 $10,270 $25,030 $30,300 $30,300 Leave-Vacation Buyout 51180 $33,998 $19,872 $52,000 $58,800 $58,800 POST/Educational Certi cate P 51200 $32,909 $32,542 $32,761 $132,710 $132,710 Allowance-Mobile
Communication 52200 $963 $963 $969 $960 $960
Allowance-Uniform 52300 $87,547 $86,083 $90,650 $90,650 $90,650 Bene t-ADD/ Life Insurance 52400 $15,991 $16,420 $15,906 $25,104 $25,104 Bene t-Worker's
Compensation 52450 $1,430,352 $1,554,188 $1,564,047 $1,765,860 $1,823,808 Bene t-Deferred
Compensation 52700 $0 $0 $14,880 $0 $0
Bene t-Deferred Comp
NTWD401a 52701 $105,435 $103,294 $0 $117,200 $117,200
Bene t-Deferred Comp
ICMA401a 52702 $12,624 $10,712 $0 $12,300 $12,300
Bene t-Dental 52800 $44,731 $51,907 $57,624 $57,624 $57,624 Bene t-Short/Long Term
Disabi 53000 $9,180 $15,485 $10,020 $11,892 $11,892
Bene t-Retiree Medical 53100 $82,347 $86,597 $44,410 $106,000 $106,000 Bene t-PERS Health 53300 $1,003,342 $972,461 $1,035,524 $1,123,820 $1,191,110 Bene t-PERS Retirement 53400 $2,263,209 $2,113,651 $2,578,480 $2,060,200 $2,025,800 Bene t-Tuition Reimb. 53500 $24,503 $31,665 $12,420 $55,800 $55,800 Bene t-Vision 53600 $20,985 $20,454 $19,310 $23,520 $23,520 Taxes-FICA/Medicare Employer 53700 $140,074 $143,946 $140,406 $147,370 $148,210 Taxes-Unemployment
Insurance 53800 $2,655 $0 $0 $0 $0
Vacancy Factor 53980 $0 $0 $0 -$142,000 $0
Contract Srvcs-Other 60480 $13,743 $17,306 $25,400 $32,900 $31,900 Equipment < $5000 60800 $2,098 $6,467 $1,500 $11,987 $1,500 Equipment-Furniture < $5000 60840 $10,782 $12,105 $3,600 $5,900 $7,400 Equipment-Safety $3,403 $714 $0 $0 $0
Maintenance-Building 62000 $207,749 $56,716 $126,000 $96,000 $96,000 Other-Special Dept
Expenditure 62440 $819 $59 $0 $14,470 $6,400
Staff-Uniform Expense 63800 $29,606 $9,635 $16,800 $30,300 $18,030 Subscription-Membership,
Dues, 63880 $29 $0 $1,150 $350 $350
Supplies-Maintenance 64040 $24,185 $27,418 $27,000 $27,000 $27,000 Supplies-Of ce 64080 $1,147 $787 $3,500 $3,500 $3,500
Supplies-Safety 64200 $2,773 $5,042 $4,500 $20,335 $20,335 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 25 Preliminary
595
Training-Conference/Meeting 64280 $0 $679 $0 $0 $0
Training & Development 64360 $46,756 $50,861 $66,025 $43,748 $44,748 Travel-Fire Mutual Aid Travel 64400 $3,941 $7,039 $8,213 $9,034 $9,485 Utilities-Electric 64520 $64,447 $72,694 $73,000 $93,702 $98,387 Utilities-Natural Gas 64600 $8,133 $10,149 $9,169 $10,700 $11,342 Utilities-Water 64660 $28,586 $28,407 $27,090 $31,346 $34,480 Srvcs-Information Technology 69100 $253,950 $142,457 $160,320 $187,040 $202,820 Liab & Property Ins Charges 69200 $14,230 $101,410 $117,420 $245,930 $256,480 Total Murrieta FireDistrict: $15,272,978 $15,446,014 $16,783,294 $17,460,842 $17,757,425 Total: $16,856,441 $17,928,398 $19,317,449 $21,255,493 $22,727,357 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 26 Preliminary
596
Fire Prevention
Douglas Strosnider
Fire Marshal
Fire Prevention – prevent and reduce the loss of life, injury, and property damage due to re or natural disaster in a commercial, factory, institutional, business, educational, mercantile, and assembly occupancies.
No. of Full-Time Equivalent Positions in FY24: 7
Revenues Summary
$203,826$119,786
(142.53% vs. prior year)
Fire Prevention Proposed and Historical Budget vs. Actual Actual Budgeted
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 50k
100k
150k
200k
250k
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 27 597 Revenues by Source
Projected 2024 Revenues by Source
Charges for Services (94.8%)Charges for Services (94.8%) Charges for Services (94.8%) Licenses & Permits (5.2%)Licenses & Permits (5.2%) Licenses & Permits (5.2%) Budgeted and Historical 2024 Revenues by Source
Millions
Grey background indicates budgeted figures.
Licenses & Permits Charges for Services
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 0.05
0.1 0.15
0.2 0.25
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 28 598 Revenue by Fund
Murrieta FireDistrict
License/Permit-
Miscellaneous 41169 $0 $0 $0 $10,500 $10,500
Chrg for Svc-Inspection
Charge 43305 $0 $0 $0 $25,376 $25,376
Chrg for Svc-Annual
Business I 43580 $7,724 $20,223 $58,090 $142,000 $142,000 Chrg for Svc-State
Mandated In 43583 $9,563 $6,195 $25,950 $25,950 $25,950 TotalMurrietaFireDistrict: $17,287 $26,418 $84,040 $203,826 $203,826 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
Expenditures Summary
$1,598,068$291,810
(22.34% vs. prior year)
Fire Prevention Proposed and Historical Budget vs. Actual Actual Budgeted
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 500k
1,000k
1,500k
2,000k
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 29 Preliminary
599
Expenditures by Expense Type
Budgeted Expenditures by Expense Type
Personnel (69.2%)Personnel (69.2%) Personnel (69.2%)
Operations & Maintenance (22.2%)Operations & Maintenance (22.2%) Operations & Maintenance (22.2%) Internal Service Charges (8.7%)Internal Service Charges (8.7%) Internal Service Charges (8.7%) Budgeted and Historical Expenditures by Expense Type
Millions
Grey background indicates budgeted figures.
Internal Service Charges Operations & Maintenance Personnel FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 0 0.25
0.5 0.75
1 1.25
1.5 1.75
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 30 600 Expenditures by Fund
General Fund MeasureT
Salary & Wages 51020 $74,323 $63,791 $86,800 $89,000 $93,500 Overtime 51040 $20,162 $8,606 $5,990 $9,040 $9,040
Leave-Annual Buyout 51110 $0 $210 $0 $0 $0
Allowance-Uniform 52300 $1,200 $877 $0 $0 $0
Bene t-ADD/ Life Insurance 52400 $134 $99 $135 $135 $135 Bene t-Worker's
Compensation 52450 $3,949 $2,987 $3,035 $3,539 $3,773
Bene t-Deferred
Compensation 52700 $0 $1,157 $0 $2,700 $2,700
Bene t-Dental 52800 $957 $822 $1,176 $1,176 $1,176
Bene t-Short/Long Term
Disabi 53000 $614 $330 $0 $728 $728
Bene t-PERS Health 53300 $15,046 $10,028 $12,242 $9,490 $10,160 Bene t-PERS Retirement 53400 $6,579 $3,628 $0 $0 $0
Bene t-Vision 53600 $474 $350 $480 $480 $480
Taxes-FICA/Medicare
Employer 53700 $1,387 $1,082 $1,259 $1,420 $1,490
Srvcs-Information Technology 69100 $4,170 $1,585 $1,780 $3,160 $3,260 Liab & Property Ins Charges 69200 $6,170 $6,280 $8,570 $11,830 $13,960 Total General Fund MeasureT: $135,166 $101,832 $121,466 $132,698 $140,402 Murrieta FireDistrict
Salary & Wages 51020 $233,422 $280,049 $604,410 $695,300 $709,200 Salary & Wages (Special) 51021 $537 $1,645 $0 $0 $0
Overtime 51040 $15,983 $6,431 $32,950 $26,580 $26,580
Leave-Administrative Buyout
Le 51100 $5,054 $0 $2,950 $0 $0
Leave-Annual Buyout 51110 $37,686 $0 $4,370 $0 $0
Leave-Compensated
Absences/S 51120 $0 $0 $3,160 $3,100 $3,100
Leave-Holiday Buyout 51140 $826 $0 $350 $400 $400
Allowance-Mobile
Communication 52200 $0 $0 $270 $480 $480
Allowance-Uniform 52300 $4,204 $4,385 $2,038 $1,850 $1,850 Bene t-ADD/ Life Insurance 52400 $361 $406 $844 $1,771 $1,771 Bene t-Worker's
Compensation 52450 $18,982 $9,357 $38,238 $66,695 $70,010 Bene t-Deferred
Compensation 52700 $800 $1,200 $1,240 $14,300 $14,300
Bene t-Dental 52800 $2,016 $3,537 $7,056 $7,056 $7,056
Bene t-Short/Long Term
Disabi 53000 $1,720 $1,880 $3,183 $5,046 $5,046
Bene t-Retiree Medical 53100 $997 $1,752 $0 $2,000 $2,000 Bene t-PERS Health 53300 $41,446 $49,506 $88,026 $90,690 $97,020 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 31 Preliminary
601
Bene t-PERS Retirement 53400 $28,308 $21,014 $58,997 $58,750 $60,150 Bene t-Vision 53600 $1,067 $1,434 $2,335 $2,880 $2,880
Taxes-FICA/Medicare
Employer 53700 $4,364 $4,393 $8,764 $10,460 $10,670
Taxes-Unemployment
Insurance 53800 $8,279 -$825 $0 $0 $0
Allocate Personnel Costs 53900 -$25,427 $0 $0 $0 $0
Contract Srvcs-Other 60480 $56,149 $185,974 $185,112 $270,250 $297,275 Equipment-Computers <
$5000 60760 $489 $989 $11,625 $0 $0
Equipment < $5000 60800 $3,968 $152 $40 $3,717 $2,000
Equipment-Furniture < $5000 $0 $0 $0 $6,300 $6,930
Equipment-Safety 60880 $3,976 $5,658 $0 $4,800 $4,800
Maintenance-Software
Licenses 62160 $11,144 $16,303 $28,395 $18,340 $19,340
Other-Bad Debt Expense 62240 $1,755 $0 $0 $0 $0
Other-Special Dept
Expenditure 62440 $1,656 $2,149 $1,800 $2,500 $2,500
Printing 62720 $1,481 $1,344 $3,000 $6,300 $6,300
Staff-Uniform Expense 63800 $1,081 $4,485 $4,500 $2,400 $3,200 Subscription-Membership,
Dues, 63880 $3,838 $3,578 $4,350 $4,249 $4,749
Supplies-Maintenance 64040 $492 $223 $0 $11,192 $3,000
Supplies-Of ce 64080 $2,261 $5,407 $6,500 $6,500 $6,500 Supplies-Safety 64200 $1,706 $853 $4,000 $2,000 $2,500
Training & Development 64360 $5,810 $9,184 $12,200 $15,444 $17,144 Srvcs-Information Technology 69100 $29,150 $47,204 $53,120 $95,550 $98,620 Liab & Property Ins Charges 69200 $1,590 $9,800 $10,970 $28,470 $34,130 Total Murrieta FireDistrict: $507,173 $679,467 $1,184,792 $1,465,370 $1,521,501 Total: $642,339 $781,299 $1,306,258 $1,598,068 $1,661,903 Name ERP
Code
FY2021
Actual
FY2022
Actual
FY2023 Amended
Budget
FY2024
Adopted
FY2025
City of Murrieta | 2023/24 - 2024/25 Adopted Budget Book Page 32 Preliminary
602
Public Hearing to Consider Adopting
the Final Fiscal Year 2024/25 Oper ating
Bu
dget for the Murrieta Fire District
Presented by
Jennifer Terry, Finance Manager
June 18, 2024, City Council Meeting, Agenda Item No. 17 Received After Agenda Printed
6/18/2024 - Regular Meeting
AGENDA ITEM 17
Presentation
603
Background
• The City Adopts a Biennial Budget every odd-numbered year • FYs 2023/24 and 2024/25 Operating Budgets were approved on June 6, 2023 • California Health & Safety Code
• 13890 requires the adoption of a Preliminary Budget for said District • Adopted on June 4, 2024
• 13893 requires Publishing a Notice of Public Hearing
• Published on June 3, 2024
• 13895 requires the adoption of the Final District Budget Fiscal Year 2024/25
Fire District Operating Budget
604
FY 2024/25 Fire District Operating Budget
FY 2024/25
Proposed Budget
Revenue
Taxes-Property 14,293,353$
Special Assessments 1,577,711
Other Misc Revenue 961,425
Charges for Services 538,826
License/Permit Fees 10,500
Transfer In 7,368,265
Total Revenue 24,750,080$
Expenditures
Personnel Costs 20,178,327$
Operations & Maintenance 2,427,163
Capital Outlay -
Allocations 2,144,590
Transfer Out -
Total Expenditures 24,750,080$
Contribution to/
(Use of) Fund Balance 0$
605
Recommended Action
Adopt the Proposed Resolution Approving the FY 2024/25 Operating Budget for the Murrieta Fire District
FY 2024/25 Fire District Operating Budget
606
CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No. 18.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Brian Ambrose, Community Services Director
PREPARED BY: Brian Crawford, Senior Program Manager - Parks & Recreation SUBJECT:
Murrieta Library Expansion Design and Budget
RECOMMENDATION
Approve moving forward to the next phase of project design for design Option B; Approve the recommended project financing strategy, including use of an inter-fund loan; Authorize the City Manager to approve a change order for $222,700 to SVA Architects, Inc., Purchase Order No. P03681, for the next phase of design services;
Approve a purchase order for $475,000 to RWBID Construction Management, LLC, for project and construction management services; and
Authorize the $500,000 Fiscal Year 2024/25 Capital Improvement Budget for the children's library expansion (CIP 21027) to be eligible for use effectively immediately.
PRIOR ACTION/VOTE
On June 6, 2023, the City Council approved and authorized the City Manager to execute an Agreement with SVA Architects, Inc., for architectural design services for the Murrieta Public Library Expansion Project in the amount of $302,300 (Vote: 4-0-1).
CITY COUNCIL GOAL
Coordinate and deliver responsive, effective community services.
BACKGROUND
The current Murrieta Public Library facility was constructed in 2007. It was envisioned to be a "first phase," with room for expansion based on future needs, though at the time, no precise plans for that expansion were developed. In 2023, the City was awarded a grant from the State of California to fund the expansion of the children's library.
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Agenda Item No. 18.
In June 2023, the City Council approved an agreement with SVA Architects (SVA) to provide design services for the children's library expansion (Project), which will be the ultimate buildout of the Murrieta Public Library.
Since then, staff has worked with SVA to arrive at preliminary design options that conform to a Project budget.
In July and August 2023, SVA facilitated three Project visioning workshops, which included a variety of stakeholders, including participants from the Friends of the Library, the Library Commission, local parents who often participate in children's programming, and City staff from various departments. SVA conducted a needs and available space assessment and provided workshop attendees with different design options. In September, SVA presented a conceptual design for a 6,500 square foot (SF) building footprint and an expanded outdoor area that would also be available for activity programming with a rough project estimate of $7-8 million. At that point, the City had not clearly defined a budget for the Project. The only funding identified and allocated to the Project was a grant from the California State Library for $1,505,625, with a required 50% matching contribution from the City of $752,813, for a total of $2,258,438.
Staff met with the Executive Team to review the conceptual plan and estimated project budget. After carefully considering available funding, project goals, and other City capital project needs, staff worked with SVA to reduce the building footprint to a point that would result in an estimated budget of $6-6.5 million. SVA reduced the conceptual plan footprint to about 5,000 SF. The design includes a large multipurpose room that can be divided into two rooms, with separate entries, to serve as story time rooms; a central open space for book stacks; a family restroom; and space for library staff work spaces, as well as remodeling of the existing children's library to create a cohesive space.
Based on the reduced building footprint, the estimated budget of $6-6.5 million dollars was presented to the City Council at the January 2024 Council Goal-Setting Workshop. The City Council confirmed during that meeting that the Project was a high priority.
City staff instructed SVA to proceed with schematic design and preparation of a detailed construction cost estimate by professional cost estimators with access to an extensive database of recent construction pricing.
Unfortunately, construction costs exceeded the initial estimate due to construction market volatility and other factors. Staff consulted with SVA and calculated several options to determine how much of the building footprint would need to be reduced to fit the Project within the budget. The following table details those calculations.
Option Building Size Exterior
Construction
Construction
Cost*
Soft Costs All-In Project Cost
A1 5,000 SF Full Design $7,310,112 $2,549,468 $9,859,580 A2 5,000 SF Minimal $6,213,622 $2,230,055 $8,443,677
B 4,500 SF Minimal $5,136,820 $1,916,378 $7,053,198
C 4,200 SF Minimal $4,716,864 $1,794,043 $6,510,907
*Construction cost estimates listed above include: 1) an annual escalator of 8% in anticipation that construction costs may rise between now and when bids are received in February 2025, and 2) a 15% contingency for unforeseen circumstances/conditions, which is consistent with industry standard.
In developing the "all-in" project budget, in addition to actual construction costs, it is also necessary to consider what is known in the construction industry as "soft costs" because they are essential elements of the overall cost of constructing the building. Soft costs include design services, fixtures, furnishings, equipment (including furniture, audio-visual, etc.), project and construction management services, and plan check, CITY OF MURRIETA Printed on 6/13/2024Page 2 of 8
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Agenda Item No. 18.
permitting, and inspection services.
To reduce the project cost and arrive at the estimate detailed in Option B (shown in Attachment 1, Exhibit B), SVA suggested eliminating the maker space (approximately 300 SF), reducing the children's book stacks space by 200 SF, and replacing the butterfly roof with a more conventional but architecturally appealing flat roof. The butterfly roof would have added an additional $250,000 to the construction budget. SVA believes they can design architectural interest into the interior ceiling of the expansion, which would be less costly.
Additional reductions needed to be made to the size of the building footprint to reduce the total project cost to approximately $6.5 million. SVA has produced exhibits (Attachment 1) showing different options for the building footprint. Exhibit A reflects the 5,000 SF area shown to the City Council on March 19, 2024, during the department updates portion of the regular City Council meeting. Exhibit B, a 4,500 SF layout that may offer the best balance between funding and programming space, shows the reductions suggested by SVA of eliminating the maker space and reducing the children's book stacks area by 200 SF. The significant elements of the floor plan are also rearranged into a more cohesive and slightly less expensive design.
The Option C estimate, reflected in Attachment 1, Exhibit C, displays an additional 300 SF reduction to achieve a 4,200 SF layout by reducing the children's book stacks by 150 SF and the staff office space by 150 SF.
An essential aspect of the library expansion is the exterior space and how it can support additional programming, depending on the design. The full design referenced in Option A1 in the above cost comparison table includes an extensive transformation of the exterior that provides for expanding the boundary walls much closer to the sidewalks to the north, east, and west; a large amount of hardscape for patios and walkways; reading nooks; seating; raised gardening beds; and shading provided a multitude of different varieties of trees and shade sails. The minimal exterior design referenced in Options A2, B, and C will only construct what is required for permitting and will include boundary walls, some trees and turf, and soft-scape plantings.
When construction bid documents are produced, there will be additive bid items that contractors will provide pricing for, and staff can evaluate them to determine if the overall project budget can support constructing those additional items. Staff plans to include the construction of the minimal exterior design in the base bid and then include one or two additional "layers" of exterior improvements as additive bid items, which, if built, would result in the construction of the fully designed exterior.
Fundraising
An essential goal of the Project is to maximize programming space, both interior and exterior, that will effectively serve as the ultimate Library buildout. Private funding could augment grants and City-provided financing, and the two fundraising arms of the Murrieta Library, the Friends of the Murrieta Library and the Murrieta Public Library Foundation, have approached staff expressing a desire to contribute financially. Both organizations have available funds and are willing to turn those over to the City to apply to the Project and have set additional fundraising goals.
Staff is also developing a list of potential Murrieta and area residents who may be interested in donating to this cause. The fundraising goal for the Project is a minimum of $550,000.
Project Financing Strategy
The Library expansion project is proposed to be funded through various revenue sources such as grant funds, already-established development impact fees collected to fund library infrastructure, an internal inter-fund loan, and donations. As stated earlier, the City received a grant from the California State Library of $1,505,625.
Under Senate Bill 129, a local match is required for this grant. The City's local fund match for this Project, of CITY OF MURRIETA Printed on 6/13/2024Page 3 of 8
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Agenda Item No. 18.
$752,813, was funded from Library Development Impact Fees (DIF).
In addition to the grant match component, the Library DIF fund has an available fund balance of approximately $752,469 to commit towards the Project. The committed funds include $302,000 of non-matching funds that were allocated to the Project in Fiscal Year 2022/23.
For the remaining $3.5 million, staff have been working with Fieldman Rolapp & Associates, the City's financial advisors, on a financing strategy and analysis to fully fund the Library expansion project. The paragraphs below summarize two strategy alternatives for City Council consideration: a Public Sales Lease Revenue Bond or an Internal Inter-fund Loan. The debt service for either option would be repaid from future-collected Library DIF revenue.
Public Sales Lease Revenue Bond
To fund the additional required $3.5 million necessary for the project, staff analyzed the possibility of a Public Sales Lease Revenue Bond. The Bond Public Offering financing analysis required consideration of several factors, such as the current tax-exempt interest rate, bond covenants, debt capacity, and cost of issuance. In order to yield $3.5 million in funding for the project, the principal amount for the bond would need to be $3.61 million. Based on the principal amount of $3,610,000 and a 30-year term, the current bond market offers an interest rate of 4.63%. Additional costs associated with a public sale lease revenue bond are the cost of issuance of $150,000 and an underwriter fee of $54,150. The additional cost is the result of a higher principal amount. The average annual debt service payment would be approximately $218,355, and the total interest expense for the 30-year term would be $2,940,650.
Scenario: Proportional DS - 30 Years
Sources
Principal 3,610,000
Net Premium/Discount 95,428
3,705,428
Uses
Project Fund 3,500,000
Costs of Issuance 150,000
Underwriter's Discount at 1.5% 54,150
3,704,150
rounding
1,278
3,705,428
Debt Service
Principal 3,610,000
Interest 2,940,650
Total 6,550,650
Average Annual Debt Service 218,355
Internal Inter-Fund Loan
Inter-fund loans are a common practice in municipal government. The benefit of the inter-fund loan is that there are no covenants compared to a public offering of a lease revenue bond option. The time and process to establish an inter-fund loan are shorter, simpler, and less complicated. Inter-fund loans provide a cost-effective means of borrowing, and the interest rate is set at a reasonable rate based on the same interest the City would have received if the reserve cash was invested in the City's investment pool. Based on the Library DIF's ongoing annual revenue and the debt repayment feasibility, staff recommends an inter-fund loan for $3.5 million from the Measure "T" fund to the Library DIF fund using sustainability reserves at an interest rate of CITY OF MURRIETA Printed on 6/13/2024Page 4 of 8
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Agenda Item No. 18.
million from the Measure "T" fund to the Library DIF fund using sustainability reserves at an interest rate of
1.0% for a 30-year term. The average adjusted annual debt service payment will be approximately $136,515, which includes a balloon payment in the thirtieth year of $322,213. The total interest expense for the 30-year term will be $595,435, which is significantly less than the total interest expense associated with the public sale lease revenue bond option. An advantage of an adjusted annual debt service schedule is the principal paydown option that the City can exercise when the Library DIF revenue source is greater than the minimum annual debt service payment. Likewise, if there are years when the Library DIF revenue is not sufficient to cover the annual debt service payment, the unpaid principal amount will be added to the final balloon payment. The inter-fund loan option has no cost of issuance and underwriter fees. Borrowing internally on future Library DIF revenue to bring the library expansion to fruition is reasonable as this project is considered the final build-out for the library.
Scenario: Proportional DS - 30 Years
Sources
Principal 3,500,000
Net Premium/Discount 0
3,500,000
Uses
Project Fund 3,500,000
Issuance Expenses 0
3,500,000
Debt Service
Principal 3,500,000
Interest 595,435
Total 4,095,435
Average Annual Debt Service 136,515
If the City Council supports the inter-fund loan approach, then staff will bring a separate agenda report and the inter-fund loan agreement for formal City Council approval in the near future. As stated above, staff will also pursue $550,000 through fundraising to augment City funding towards the Project for Option B, staff's preferred design. The table below summarizes the funding plan for this Project.
Recommended Approach to Proceed
Based on the intended functionality of the space, available funding, and anticipated fundraising, staff recommends proceeding to the next phase of design for Option B. Part of developing the design would CITY OF MURRIETA Printed on 6/13/2024Page 5 of 8
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Agenda Item No. 18.
recommends proceeding to the next phase of design for Option B. Part of developing the design would include identifying "design alternatives," which would be aspects of the design that could be carved-out to reduce the cost or added-on as “bid deducts” or “add-alternates”if the overall construction cost comes back within budget through the bidding process, which is anticipated for Spring 2025. Staff anticipates that scalability would happen with the scope of the exterior landscaping work.
Path Forward and Next Steps
Time is another critical element of this Project. The grant from the California State Library and the required 50% match from the City must be spent and verified by the end of March 2026. Construction costs will likely continue to increase; therefore, a design and bid package should be completed as soon as possible.
Constructability reviews and cost estimate verifications must be done through the design process, and a clearly defined schedule must be strictly adhered to for successful completion of construction on time and budget.
Following is the anticipated project timeline with key critical path milestones and target completion dates to keep the Project on schedule:
Project Milestone Target Completion Date
City Council direction to proceed with the recommended design concept
June 18, 2024
Development of construction and bid documents July 2024 to February 2025
Final City Council project design review before the bid process February 2025 Construction bid process February to May 2025
City Council award of construction June 2025
Estimated construction start date July 2025
Grant funds expended on initial construction costs March 2026 Completion of construction August 2026
On May 7, 2024, the City Council approved on-call agreements with three consultants who have extensive experience performing project and construction management for vertical construction projects (e.g., buildings).
Staff solicited proposals from all three, received proposals from two of the firms, and selected RWBID Construction Management, LLC (RWBID) as the consultant for this project. RWBID's proposal for services (Attachment 2) totals $475,000, which is factored into the overall Project budget and is based on the number of hours they believe will be needed through the end of the Project. The number of hours may need to be reevaluated as the Project progresses due to the complexity of construction, as well as additional services the City may request they perform. RWBID has direct experience with library improvements, having completed projects for almost a dozen Los Angeles County Library system libraries. RWBID has generously committed to donating $10,000 to the Murrieta Public Library Foundation towards its efforts to raise funds for the Project.
As the Project moves to the next phase, staff recommends engaging with RWBID to plan a successful completion path. The experience and expertise that RWBID brings to the Project will be critical. The work that RWBID will perform will be divided into two task orders, and the purchase order amount will reflect the cost of each task. The first task RWBID will complete is providing project management services through the final design stage into the bidding process. The second task will be for project and construction management services through the end of the Project.
During the design and development of the construction documents phase, RWBID will be tasked with CITY OF MURRIETA Printed on 6/13/2024Page 6 of 8
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Agenda Item No. 18.
During the design and development of the construction documents phase, RWBID will be tasked with conducting a detailed comparative analysis of the plans, bid sheets, and special provisions to ensure there are no omissions or inaccuracies that could result in change orders and higher costs during construction. They will also review plan sets to ensure no conflicts between the different building system designs and confirm the overall design is able to be constructed. RWBID will continuously review cost estimates so that anticipated construction costs are within budget and suggest value engineering changes to the design that could result in lower costs. They will also be responsible for developing a detailed, overall project schedule and ensuring adherence to it.
During the bidding and construction phase, RWBID will be accountable for a wide variety of tasks, including reviewing all submittals, construction invoicing, inspection scheduling, records management, labor compliance, responding to contractor requests for information and clarifying design and project instructions, and closing the project out.
Additionally, when SVA, the Project architect, was selected to provide architectural services in June 2023, the budget required for the Project was not fully understood because the City had not conducted a needs assessment nor developed a design for the expansion. Generally, one of the methods used for pricing architectural services is a percentage of actual construction costs. Usually, the percentage will decrease as construction costs increase. The proposal that SVA and other proposers submitted was based on an assumption of funding availability of $2.25 million. A purchase order in the amount of $302,300 was issued to SVA for their initial services.
The estimated construction costs are more precise now that the needs assessment has been completed and a building program has been developed. The City's agreement with SVA includes a fee structure based on the final overall construction costs as shown in the table below:
Currently, the estimated construction cost for Option B is approximately $4,545,000, resulting in a fee of 11%, or $500,000 for architectural services. However, the final price for SVA’sservices will need to be reconciled at the end of the Project when the actual construction costs are fully realized, including additive bid items and change orders. At this time, SVA has submitted an amendment proposal (Attachment 3) for a change order to increase the purchase order amount by $222,700, for a total of $525,000, which is factored into the overall Project budget. The additional $25,000 is the estimated cost to rework a portion of the schematic design that has already been done since the building footprint will change due to a reduction in size. Only actual costs for design rework will be billed by SVA.
In conclusion, to successfully move the Library Expansion project forward through the remainder of the design and bidding phases, staff is seeking from the City Council confirmation and direction on the approach to staff’s recommended design Option B, the proposed budget, and funding mechanisms for the project.
FISCAL IMPACT
City Council adopted the Fiscal Year 2024/25 Capital Improvement Budget on June 4, 2024, which will go into effect on July 1, 2024. To maintain momentum with the project timeline, staff asks that the $500,000 Fiscal Year 2024/25 Capital Improvement Budget for the children's library expansion (CIP 21027) be eligible for use CITY OF MURRIETA Printed on 6/13/2024Page 7 of 8
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Agenda Item No. 18.
Year 2024/25 Capital Improvement Budget for the children's library expansion (CIP 21027) be eligible for use effective immediately.
ATTACHMENTS
1. SVA Architects Building Design Options
2. RWBID Project and Construction Management Services Proposal
3. SVA Architects Amendment Proposal
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Murrieta Public Library Expansion
Building Plan Options Exhibit
June 18, 2024
615
Exhibit A
• ~5,000 sf
• All-In Project Costs
o With Full Exterior Construction: $9.86 Million
o With Minimal Exterior Construction: $8.44 Million
• Includes Maker Space
616
Exhibit A
617
Exhibit A : Full Exterior Design
618
Exhibit B
• ~4,500 sf
• Minimal Exterior Construction
• All-In Project Costs: $7.05 Million
• Eliminates Maker Space
• Staff office and programming preparation space reduced. • Butterfly roof replaced with traditional roof design.
• Rearranges rooms into more cohesive building footprint. o Restroom & Storage moved to plan side north.
o Multi-purpose rooms moved to plan side south.
o Angle consistent with main building and avoids fault line setback.
619
Exhibit B
620
Exhibit B
621
Exhibit B
622
Exhibit B
623
Exhibit C
• ~4,200 – 4,300 sf
• Minimal Exterior Construction
• All-In Project Costs: $6.51 Million
• Eliminates Maker Space
• Butterfly roof replaced with traditional roof design.
• Reduces stacks by ~150 sf.
• Reduces staff programming preparation space by ~150 sf.
624
Exhibit C
625
AC BILBREW LIBRARY RENOVATION
LOS ANGELES, CA
MAY 27, 2024 REQUEST FOR PROPOSAL
CITY OF MURRIETA
PROJECT AND CONSTRUCTION
MANAGEMENT SERVICES FOR THE
MURRIETA LIBRARY EXPANSION PROJECT
626
COVER LETTER
01 SECTION
Stoneview Nature Center
CULVER CITY, CA
627
1 May 27, 2024
Mr. Brian Crawford, Senior Program Manager
City of Murrieta
City Manager’s Office
1 Town Square
Murrieta, CA 92562
Re: Request for Proposals to Provide Construction/Project Management Services for the Murrieta Library Expansion Project
Dear Mr. Crawford:
RWBID Construction Management, LLC, a registered California Limited Liability Company, is pleased to submit our proposal to provide Construction/Project Management Services to the City of Murrieta for the Murrieta Library Expansion Project. RWBID has extensive experience managing similar public works projects of various project sizes and complexities. Because of our extensive experience providing on-call PM/CM services with other local public agencies, we are well positioned to provide you with the specialized skills and services needed to manage the demands and high expectations for today’s complicated projects. RWBID is a great fit for this work based on the following:
Exceptional Staff. We understand that providing professionally licensed staff is key to delivering your projects and programs. Our staff for this contract is led by the Principal In-Charge and Principal Project Manager that are both California licensed architects with decades of code analysis, design management, and project permitting experience. Our key staff for this project includes Tinka Rogic, a California licensed architect to lead the design management and pre-construction phase and Sal Manzella, a Certified Construction Manager (CCM) to lead the construction, closeout, and FF&E Move Management phases of the project. We have schedulers, estimators, and document control staff to provide Tinka and Sal the technical support required for a project of this complexity.
Relevant Project Experience. RWBID has extensive specialty experience delivering library renovation and addition projects for local public agencies. We have completed and are currently managing several relevant library projects in Southern California including the following projects:
RWBID
CONSTRUCTION
MANAGEMENT
139 Hermosa Avenue
Hermosa Beach, CA
90254
T 626.888.9411
www.rwbid.com
- El Monte Library Improvements ($4 Million)
- Rosemead Library Improvements ($3.5 Million)
- AC Bilbrew Library Refurbishment ($3.4 Million)
- Julian Dixon Library Renovations ($3.2 Million)
- San Gabriel Library Refurbishment ($3 Million)
- Pico Rivera Library Renovation ($3 Million)
- Compton Library Renovation ($2.2 Million)
- Gardena Library Renovation ($1.5 Million)
- View Park Library Refurbishment ($1 Million)
- Walnut Library Refurbishment ($1 Million)
- LA County Library Program Management for
Various Renovations ($3.5 Million)
We bring a deep understanding of delivering these projects to the City and our history of lessons learned will save the City from potential costly missteps.
Integrated Services. We can provide a range of comprehensive design- and construction-related services in-house for this project, including construction project management, master planning assistance, economic development planning and administration, finance management, resident
engineering, value engineering, constructability reviews, commissioning, and project controls management. Our depth of resources ensures that we will be able to address any of the City’s needs throughout the course of the project. The result is a successful team offering totally integrated services.
628
2 RWBID CONSTRUCTION MANAGEMENT
STEWARDS OF PUBLIC FUNDS. RWBID has worked with multiple public agencies to deliver grant funded projects, including projects that are federally funded, state funded, and locally funded. We are currently working on several infrastructure, Parks and Recreation, and housing projects locally that are funded by Metro Transit Oriented Development Planning Grant Program, No Place Like Home Program, State Proposition 68, State Proposition 1, Safe Clean Water Act Municipal Funds, LA County Proposition A, and LA County Vision Zero. Our Project Management and Construction Management staff will work closely with the City grant staff to ensure all the grant required scope of work is included with the project, quality inspection are made, reporting and photographic evidence are regularly provided, and timelines are met for reimbursement.
PRINCIPAL-LEVEL ATTENTION TO YOUR PROJECT. RWBID is uniquely able to provide principal- level involvement on this project. The firm’s Principal, Matthew Feldhaus, Architect, CCM, LEED AP
, will oversee the entire project team and respond to the needs of the City immediately as they come up. Because we are a professional business that only takes on the amount of work able to be effectively managed, we can provide the necessary services on a short notice. The testament to this approach is the amount of repeat business we receive from our Clients.
We believe that you will find the RWBID team extremely qualified for this project. We will work tirelessly to manage this project for the City using proven processes and deliver the project on time and under budget. As the authorized agent and primary contact representing the Company with authority to bind the firm by contract and all commitments for this project, I would like to thank you for this opportunity.
Sincerely,
Matthew Feldhaus, President
California Architect C-33265
RWBID Construction Management, LLC
(c) 562-477-7609
(e) [email protected]
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TABLE OF CONTENTS
02 SECTION
Campus Kilpatrick
MALIBU, CA
630
3 RWBID CONSTRUCTION MANAGEMENT
TABLE OF CONTENTS
1 Section 1
COVER LETTER
Section 2
TABLE OF CONTENTS 3
4 4
5 7
8 Section 3
STAFFING AND ORGANIZATION
3A Proposed Staffing
3B Key Personnel
3C
Organizational Chart
3D Staff Resumes
17 17
Section 4
SCOPE OF SERVICES
4A Staff Responsibilities
19 19
20 Section 5
FEE PROPOSAL
5A Maximum Not-To-Exceed Fee
5B Resource Plan
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STAFFING AND ORGANIZATION
03 SECTION
Julian Dixon Library Renovation
CULVER CITY, CA
632
4 RWBID CONSTRUCTION MANAGEMENT
3A PROPOSED STAFFING
Our approach to staffing City of Murrieta Library Expansion Project was simple, provide the staffing that the City already knows and is familiar with f
rom our recent interview, and
provide licensed professionals that are e
xperts in their field.
As a licensed California Architect, T
inka Rogic will lead the
intense re-design effort for the p
roject. She will look for every
opportunity to provide Value Engineering while still
maintaining all the critical s
cope items for the library.
Once construction starts, Sal Manzella, C
ertified Construction
Manager (CCM), will ensure the c
onstruction team follows the
contract documents and holds the contractors accountable to provide a safe and quality c
onstruction product.
Our support staff of schedulers, estimators, and document control technicians will provide Tinka and Sal the technical expertise required for a project o
f this complexity.
Finally, the team will have all the technical oversight and resources necessary through the Principal
level leadership of
Ryan Kristan. Ryan is a
licensed architect and a Project/
Construction Management expert with almost 15 years of
delivering similar public agency
projects. The firm Principal-
In-Charge, Matthew Feldhaus will also
provide project
oversight whenever necessary at no additional cost to the City.
The following chart and key
personnel description provides
insight into our core team providing services for the project, including education, relevant experience, and
professional
credentials for each key staff
member.
03 STAFFING AND ORGANIZATION
PROJECT TITLE KEY STAFF MEMBER
YEARS OF EXPERIENCE
PROFESSIONAL
CERTIFICATION/
LICENSE/
REGISTRATION EDUCATION
LIBRARIES
RENOVATION EXP.
LOW-BID CONSTRUCT.
FF&E MOVE MGMT
Principal-In-Charge Matthew Feldhaus 24 Architect, CCM, LEED AP M.Arch √ √ √ √
Principal Project Manager Ryan Kristan 19 Architect, LEED AP M.Arch √ √ √ √ Project Manager III Tinka Rogic 25 Architect,
LEED AP M.Arch √ √ √ √
Construction Manage r II Sal Manzella 25 CCM, LEED BD+C BS Construct Mgmt.
√ √ √ √
Scheduler II John Jacobs 25 BS Construct
Mgmt.
√ √ √ √
Estimator II Sam Shabani 10 MS Engineering √ √ √ √
Document Control II Christine Barcelon 18 BS Nutrition √ √ 633
5 3B KEY PERSONNEL
PRINCIPAL-IN-CHARGE – MATTHEW FELDHAUS, ARCHITECT,
CCM, LEED AP
Matthew Feldhaus will be the Project Director, Program
Manager, and administrator of the RWBID staff for this
contract. He has 24 years of related design and construction management experience providing services for public and private clients. Matthew has proficiency in this role with multiple public agencies including the County of Los Angeles, the City of Pasadena, the City of Long Beach, the Port of Long Beach, and Los Angeles World Airports. He has managed
Capital Construction projects with values ranging from
$750,000 to $2 billion, including dozens of master planning and civic center projects on behalf of various local public agencies.
Matthew will be the primary point of contact for work
performed under this Agreement and he will provide an
excellent working relationship with the staff and management of the City. He will be responsible for overall contract performance and quality matters. He will be in charge of contract coordination, staff performance, and supervising subcontracted services as part of this scope of work.
Matthew is a licensed architect in the state of California, a Certified Construction Manager (CCM), and a LEED Accredited Professional. Matthew holds a Master’s degree from the
University of Southern California and a Bachelor’s degree from Lehigh University. In 2013, he launched a student
internship program in collaboration with the Construction Managers Association of America (CMAA) Southern
California Chapter and it has grown to provide internships and scholarships valued at over $300,000 per year with an aggregate total of $1.8 million awarded since 2013. He is a Past President of the CMAA Southern California chapter and the current President/Chair for the CMAA Southern California Charitable Foundation.
PRINCIPAL PROJECT MANAGER – RYAN KRISTAN,
ARCHITECT, LEED AP
Ryan has worked for RWBID since 2011 and he has managed some of the region’s most complex building projects. He has delivered projects using design-build, design-bid-build, JOC, and Public-Private-Partnership. Ryan is a licensed architect and brings a deep understanding of the built environment as he collaborates well with design consultants and contractors to deliver complicated public agency projects. Ryan is an expert at delivering parks and recreation, libraries, aquatic/ swimming pool projects, and community center projects for the firm.
Ryan will be responsible for training of staff and operations and technical oversight. Ryan is available as a resource to the Project and Construction Management teams and the City of Murrieta.
PROJECT MANAGER II – TINKA ROGIC, ARCHITECT, LEED AP
Tinka has 25 years of design and construction management experience with a focus on providing project management services for public clients, including the County of Los Angeles and the Los Angeles Unified School District. She has managed projects with values ranging from $5 million to $200 million and has extensive experience collaborating with and managing architecture and engineering teams from the project definition phases through construction completion. Tinka has extensive experience managing and delivering library, parks and
recreation projects, and other relevant large community benefit projects.
As the day-to-day point of contact for work performed under this Agreement, Tinka will be committed to utmost client satisfaction. She will ensure that goals, quality expectations and deliverables are met at each stage of the project,
identifying potential risks and issues, and developing strategies to mitigate them. Tinka will be responsible for keeping budgets and timelines on track, while reporting regularly on progress to City staff, and coordinating with consultants, outside agencies, stakeholders, commissions, and other stakeholders.
Tinka is a licensed architect in California and a LEED
Accredited Professional (AP). She holds a Master's degree in Architecture from SCI-Arc in Los Angeles, CA.
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6 RWBID CONSTRUCTION MANAGEMENT
PROJECT SCHEDULER II – JOHN JACOBS
John will provide scheduling services for the project and will be responsible for managing and monitoring the overall
construction schedule, and provide support for cost, change management, and risk controls. He has 25 years of project controls experience managing the planning/scheduling of design and construction projects, including significant experience planning libraries, parks and recreation projects, public works, fire, and public safety projects for local clients including LA County Public Works, the City of Manhattan Beach, LA Metro, and Los Angeles World Airports.
John will proactively identify project technical issues and schedule impacts for senior management to ensure remedial actions are promptly taken to avoid financial losses. He will help streamline the project by following strict industry standards and contracted terms and conditions. John will work with the Project/Construction Manager, contractor, and architect to continuously monitor and ensure that schedule complies with the actual work on-site, help them make critical decisions, and bring the project back on track in case of delays.
CONSTRUCTION MANAGER II – SAL MANZELLA, CCM, LEED BD+C
Sal Manzella, CCM has over 25 years of experience providing project and construction m
anagement services to many large and
complex public and private owner organizations, including 10+ years delivering d
eferred maintenance and major renovation
projects for various LA County Departments. He is well versed in project delivery procedures f
or projects and programs and he has
delivered a diverse range of projects including libraries, pool/ aquatics projects, deferred m
aintenance projects, major
renovations, central plant u
pgrades, ADA improvements, and facility
master planning.
Sal is a
Certified Construction Manager (CCM) and a LEED Building Design and Construction (
BD+C) professional.
ESTIMATOR II –SAM SHABANI
Sam has over 10 years of cost estimating and cost control experience for public agencies and Owners in the construction industry. His skills include budgetary/conceptual estimates, hard bid and negotiated bid construction estimates, Fair Cost Estimates (FCE) for Change Orders, and various forms of project cost controls and construction administrative support.
Sam will provide part-time cost estimating to the project team throughout the life of the project. He will provide initial cost estimates to enable the City to secure appropriate project financing. During construction, Sam will analyze change order requests from the contractor to ensure fair pricing and accuracy in scope. He will track and analyze design and construction contract amendments to ensure budget reliance.
Sam will maintain and update the cost exposure/change order log throughout the project.
DOCUMENT CONTROL II – CHRISTINE BARCELON
Christine has an extensive background in providing all aspects of construction/project management support, administration, records management, closeout procedures, and facility
operations. She is a team player with comprehensive
experience in construction project management and
engineering support working on some of the largest projects in Southern California, including the $1.8 billion Harbor UCLA Master Plan project, Olive View Medical Center, and the $5 billion Inglewood LA Rams Stadium project. Christine has worked with many local public agencies including LA County, Southern California Gas, and LADWP. She has managed an
administrative and technical team of up to 8 staff.
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7 1 - 1SECTION 0 SECTION NAME HERE
RWBID PRINCIPAL-IN-CHARGE
Matthew Feldhaus ARCHITECT, CCM, LEED AP
CONSTRUCTION MANAGER II
Sal Manzella CCM, LEED BD+C
PROJECT MANAGER III
Tinka Rogic ARCH, LEED AP
ESTIMATOR II
Sam Shabani
SCHEDULER II
John Jacobs
DOCUMENT CONTROL II
Christine Barcelon
CONSTRUCTION SUPPORT SERVICES
PRINCIPAL PROJECT MANAGER
Ryan Kristian AIA, LEED AP
3C ORGANIZATIONAL CHART
RWBID has organized a team of expert project managers,
construction managers, and project support staff. Our main goal is to effectively advise and assist the City with building this important community resource. Our firm is
experienced at managing these project types and we will provide all of the resources necessary to complete the
project on time and under budget. The following
organizational chart highlights the arrangement and
reporting structure of our team including key personnel and additional support staff proposed for this contract. You will find detailed resumes indicating relevant experience in Section 3D – Staff Resumes.
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8 RWBID CONSTRUCTION MANAGEMENT
COUNTY OF LOS ANGELES,
DEPARTMENT OF PUBLIC WORKS
Rancho Los Amigos Master Plan
DOWNEY, CA
Matthew was the Project Manager for
the master planning, redevelopment,
and construction of the Rancho Los
Amigos campus. The development plan
consists of 5 million SF of medical,
county office, commercial office, retail,
restaurant, hotel, and parking, and
all new infrastructure to support the
redevelopment. The project costs are
estimated at $2.7 billion.
COUNTY OF LOS ANGELES,
DEPARTMENT OF PUBLIC WORKS
Rancho Los Amigos South Campus
Headquarters Buildings
DOWNEY, CA
Matthew is also the Project Manager
for the new Rancho Los Amigos South
Campus project that will construct
a new ISD headquarters, Probation
Department headquarters, and a new
Sheriff Crime Lab. This project is
estimated to cost $468 million and will
be complete in 2021.
COUNTY OF LOS ANGELES,
DEPARTMENT OF PUBLIC WORKS
Rancho Los Amigos Hospital
Consolidation Project
DOWNEY, CA
Matthew was the Project Manager for
the pre-design and design of the $402
million project. Pre-design activities
include coordinating infrastructure
investigations, hazardous materials
investigations, materials testing, historic
analysis reports, environmental and
geotechnical investigations, and design
programming. Matthew also provided
oversight of the scoping documents for
the design-build project. He assisted
with project phasing to ensure the
facility would be operational during
construction and meet critical state
mandated deadlines.
ISD COUNTY DATA CENTER
County of Los Angeles, Department of
Public Works
DOWNEY, CA
Matthew was the Project manager for
design and construction of a new $208
million, 112,000 SF facility. The facility is
to be built partially below ground with a
vegetated roof and landscaped berms.
The project also includes historic
renovations to a Power Building, an
entry building, an office building, and
historic bungalows.
Matthew has 23 years of experience and has an extensive background in leading, managing, and coordinating an array of projects and programs. Matthew possesses a design and technical background and he is extremely detail oriented, excelling at all aspects of team leadership, project management, design management, construction management, and project administration. His diversity in project management is evident, having managed small projects from $750,000 up to billion-dollar programs. Matthew is also active in the Construction Management Association of America (CMAA) Southern California Chapter, serving on the Board of Directors since 2010. Matthew was recently selected by Engineering News-Record (ENR) California as a Top 20 Under 40 recipient.
This annual competition identifies the “Best-of-the-Best” in the construction and design industry and celebrates leadership, community involvement, and career dedication.
MATTHEW FELDHAUS ARCHITECT, CCM, LEED AP
Principal-In-Charge
RELE VAN T YE ARS OF EXPERIENCE
24 EDUC
ATION
Master of Architecture, University o f
Southern C alifornia,
Bachelor of Arts, Architecture Major,
Lehigh University
LICENSES/CERTIFICATIONS
Lice
nsed Architect, CA #C-33265
Certified Construction Manager (CMCI)
LEED Accredited Professional ( USGBC)
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
PROFESSIONAL
LICENSE / CCM
VALUE
ENGINEERING
EXPERIENCE
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
SCHEDULE
MANAGEMENT
DESIGN
MANAGEMENT
JOC
CMAR
P3
DESIGN-BUILD
3D STAFF RESUMES
637
9 DEPARTMENT OF PUBLIC WORKS,
COUNTY OF LOS ANGELES
As Needed Consultant Project and
Program Management Services
ALHAMBRA, CA
Matthew was the Project Manager
and Construction Manager for the
design and construction of various
Public Works projects. On-site project
management Owner’s representative
managing schedule, budget, design,
construction, commissioning, and
closeout. Project delivery methods
include design-bid-build, design-build,
and Job Order Contracting.
GALLO CENTER FOR THE ARTS
Performing Arts Center
MODESTO, CA
Matthew was the Assistant Project
Manager for the new 1,600 seat, 85,000
SF, $38 million performing arts center
in Modesto, CA. Matthew assisted with
the redesign efforts when funding and
financing from the city were less than
expected. He met with the foundation
Board of Directors occasionally to give
project status updates and present
negotiated change orders for approval.
US BANKRUPTCY AND US TRUSTEES COURT
Tenant Improvements
MODESTO, CA
Matthew was the Project manager
for the design and construction of
the 15,000 SF tenant improvement
project. The project consisted of
a new court, supporting security
measures and offices, meeting spaces,
and modifications to the building
core services. Activities included
coordinating with multiple agencies
including the US General Services, US
Marshals, and courts personnel.
HOMEBOY INDUSTRIES
Headquarters Building
LOS ANGELES, CA
Matthew was the Project manager for
the design and construction of the $8.5
million, 24,000 SF headquarters for
the non-profit entity. The new facility
serves as the headquarters for their
multiple free programs including
counseling, education, tattoo removal,
job training and job placement. The
project consists of a fully-functioning
bakery, catering facility, restaurant,
offices, tattoo removal clinic, and
classrooms.
CUSHMAN WATT SCOUT CENTER
Office Building and Parking Garage
LOS ANGELES, CA
Matthew was the Project manager for
the design and construction of a $9.5
million, 25,000 SF new office facility
and 42,000 SF parking garage and roof
landscape activities deck. The project
consists of new offices, retail shop,
community meeting rooms, and an
urban outdoor Scout experience located
on the roof of the adjacent parking
garage.
Rancho Los Amigos Master Plan
638
10 RWBID CONSTRUCTION MANAGEMENT
Ryan has eightteen years of professional experience with an architectural and construction management background. He has been instrumental in projects where schedule and budget, as well as design, have been critical to the completion of complicated projects. Ryan has the ability to keep a project well organized and moving forward in order to achieve the goals of the client. Based on a strong sense of design coupled with a sincere concern for the built environment, Ryan excels at Project Management. His experience managing complicated higher educational projects coupled with his experience managing large scale owner capital projects is an asset to public agencies.
RYAN KRISTIAN AIA, LEED AP
Principal Project Manager
RELEVAN T YE ARS OF EXPERIENCE
19 EDUC
ATION
Master of Architecture, U niv ersity
of Southern California
Bachelor of Science in Architectural
Studies
LICENSES/CERTIFICATIONS
Licensed Architect, CA #C-32303
LEED Accredited Professional ( USGBC)
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
PROFESSIONAL
LICENSE / CCM
VALUE
ENGINEERING
EXPERIENCE
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
SCHEDULE
MANAGEMENT
DESIGN
MANAGEMENT
JOC
CMAR
P3
DESIGN-BUILD
COUNTY OF LOS ANGELES
Stoneview Nature Center
CULVER CITY, CA
As the Construction Manager for
the $10.5 million Stoneview Nature
Center design-build project, Ryan lead
the transformation of the five-acre
brownfield in a highly sustainable park.
The 4,000 SF Community Building and
Interpretive Garden are places for the
community to come together to engage
with each other and the environment.
The project has won four awards
including from CMAA and DBIA.
COUNTY OF LOS ANGELES
Helen Keller Park Remediation
LOS ANGELES, CA
Ryan was the construction manager for
this complicated landfill park project.
The Helen Keller Park low-bid project
required extensive coordination with
State and Local agencies, along with
full-time environmental monitoring,
and specialized contractors due to the
previously abandoned landfill. The
scope of work included relocating the
top 12” of soil from 6.6 acres to the
baseball field, which was surrounded
by a retaining wall to contain the
contaminated soil.
COUNTY OF LOS ANGELES
Park to Playa Trail: Stoneview Nature
Center to Scenic Overlook
CULVER CITY, CA
Ryan was the Project and Construction
Management of this $2.3 million trail
project required coordination with
State, County, and local cities on a site
previously occupied by the Inglewood
Oil Fields. The positive community
outreach lead to a design that required
grading of the sloped hillsides,
landscaping, and railings that met the
needs of all parties.
COUNTY OF LOS ANGELES
Park to Playa Trail: Stoneview Nature
Center to Kenneth Hahn State Recreation
Area
CULVER CITY, CA
Ryan’s organization skills and
proactive leadership were critical
to the success of this project. The
extensive Project Management of this
pedestrian bridge and trail project is
due to the involvement of many stake
holders across multiple municipalities,
including California, City of Los Angeles,
and the City of Culver City. The daily
management also includes coordination
of schedules with Southern California
Edison who is undergrounding overhead
electrical lines that conflict with the
120-foot span bridge.
COUNTY OF LOS ANGELES
Jesse Owens Basketball Court
LOS ANGELES, CA
The funding for this $900,000 project
required the Construction Management
of a fast schedule for both construction
and grant reimbursement. By
coordinating the County of Los Angeles
Department of Parks and Recreation
and the contractor, the project was
completed on-time and under budget.
639
11 COUNTY OF LOS ANGELES
Central Juvenile Hall and Eastlake
Court Master Plan
LOS ANGELES, CA
Ryan’s Project Management required
compiling a team of qualified architects,
planners, and justice consultants. The
leadership of this project maintained
open lines of communication between
County Departments and the design
team to deliver a report that provided
not only master plan options, but
also construction phasing and cost
information.
COUNTY OF LOS ANGELES
Hall of Justice Cafeteria
LOS ANGELES, CA
The key to success for the Construction
Management of this 8,000 SF kitchen
and cafeteria was customer service and
transparency. By forging a bond with
the Sheriff’s Department, the District
Attorney, and the contractor, Ryan
delivered this challenging project using
trust and strict decision making.
COUNTY OF LOS ANGELES
Victoria Golf Course Redevelopment
CARSON, CA
Acting as the direct liaison between
the Second Supervisorial District and
the two private developers, Ryan is
providing proactive leadership to push
this large project to be completed by a
schedule unprecedented in the County.
This 180-acre site is being transformed
into a major sports complex including
40 tennis courts, 10 soccer fields, retail,
and Tiger Woods Top Golf.
COUNTY OF LOS ANGELES
Challenger Memorial Youth Center
Security Enhancements
LANCASTER, CA
As technology changes and the need
for security increases, the Ryan’s
project management included walking
the County of Los Angeles Probation
Department though research and design
to meet the needs of a State mandate
to enhance the lives of youth at the
camp. Included in the project is CCTV
along with panic alarms and related
infrastructure.
Stoneview Nature Center
640
12 Highly versatile, decisive and organized space planner, architect and owner representative with over 25 years of professional experience in new construction and modernization projects, working in all phases of design. Successfully managed and collaborated on a variety of projects, including educational, healthcare, workplace, residential and commercial work, consistently delivering quality work on time and within budget.
LOS ANGELES COUNTY OFFICE OF THE CEO
Real Estate Support Services
LOS ANGELES, CA
Space Analyst, creating programs and
space utilization recommendations
based on department’s current and
long-term space needs.
- Provides space programs based on
requests for new leases or lease
renewals.
- Evaluates space utilization and
provides recommendations for
future space use.
- Collects space request data and
survey information to provide
updates to GIS team.
- Analyzes survey information,
including telework data, to include in
project analysis.
- Prepares cost estimates and
coordinates approvals with
department budget analysts
- Presents analyses to Section Chief
and Real Estate Development
Manager.
- Provides input for Space Standard
guidelines as well as Policies and
Procedures.
- Leads coordination meetings with
Real Estate Development Leasing
group. -Creates improvements and
provides training for paperless
online space requests.
- Identifies and coordinates relocation
opportunities.
- Collaborated with design
professionals on strategic LA County
Space Reduction Plan.
LOS ANGELES UNIFIED SCHOOL DISTRICT
(LAUSD)
Design Manager
LOS ANGELES, CA
Owner Representative for new
construction and comprehensive
modernization projectsmanaging the
District’s planning and design process
for the Facilities Services Division.
- Managed multiple projects
through interaction with architects,
consultants and District personnel
from project conception to final
approval.
- Ensured that plans were within
functional, budgetary, environmental
and legal requirements, and
met building codes and District
standards.
- Provided Architects and consultants
with clear and consistent direction
on work scope, project objectives,
standards, schedules and budget.
- Tracked internal and vendor cost
estimates at all stages of design.
- Reviewed design options and
ensured that the designs met the
project objectives, the needs of the
District, the local community and the
environment.
- Participated in community relations
and outreach programs.
- Ensured that all steps within the
project were documented per legal
requirements.
- Coordinated with other branches
such as Office of the Environment
Health & Safety, Maintenance &
Operations, and Project Execution.
- Verified building data and provided
updates for CAFM system.
RELEVANT YEARS OF EXPERIENCE
25 EDUCATION
Master of Architecture SCI-Arc, Los
Angeles, California
Diploma in Architecture Technische
Universität München (TUM), Munich,
Germany
LICENSES/CERTIFICATIONS
CA Architect License C-30853
LEED BD+C
CDT (CSI)
TINKA ROGIC ARCH, LEED AP BD+C
Project
Manager III
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
PROFESSIONAL
LICENSE / CCM
VALUE
ENGINEERING
EXPERIENCE
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
SCHEDULE
MANAGEMENT
DESIGN
MANAGEMENT
JOC
CMAR
P3
DESIGN-BUILD
641
13 RWBID CONSTRUCTION MANAGEMENT
Sal has over 25 years of experience providing project management services to many large and complex Public and Private owner organizations, including LA County, Raytheon Corporation, and the Federal Reserve Bank of San Francisco. He is well versed in the LA County project delivery procedures for projects and programs to deliver pool/aquatics projects, deferred maintenance projects, major renovations, central plant upgrades, ADA improvements, hazardous waste removal, and facility master planning. Sal has 9 years of experience with LA County ISD and Public Works managing projects for various County departments including CEO, Health Services, Libraries, Probation, Superior Courts, Sheriff, and Public Health.
LA COUNTY PARKS AND RECREATION
Project Manager
AL HAMBRA, CA
Sal is managing the design,
construction, and inspection of the
installation of underwater lighting
and new deck lighting at 23 existing
pool and aquatic center facilities. The
fastracked program cost $11 million
and was phased to be completed
between two active swim seasons. The
program is part of the Parks After Dark
(PAD) program to provide nighttime
activities for youth during the summer
holiday season.
COUNTY OF LOS ANGELES PUBLIC WORKS
Project Manager
AL HAMBRA, CA
Mr. Manzella has managed dozens
of Facility Reinvestment Program
(FRP), deferred maintenance, new
construction, and tenant improvement
projects for LA County Public Works. He
has worked closely with the Sheriff’s
Department and Probation Department
to deliver their key capital improvement
projects. His duties include design
management, budget and schedule
management, construction
management, bidding coordination,
JOC review and oversight, and project
closeout.
COUNTY OF LOS ANGELES INTERNAL
SERVICES DEPARTMENT
Senior Project Manager
LOS ANGELES, CA
Mr. Manzella’s duties included multiple
capital construction projects for
the Department of Health Services,
Probation Department, Superior Courts,
and Public Health Department. His
responsibilities include development
of scope, design, evaluating proposals,
managing construction and closeout.
Oversaw RWBID staff of 6 PMs and
support staff. Select projects included:
- Camp Miller/Kilpatrick pool
renovation
- Barry J. Nidorf pool renovation
project
- Camp Challenger ADA upgrades
- B.J. Nidorf asbestos abatement
- Rio Hondo Probation office
renovations
- Warm Springs Rehabilitation Center
new water filtration system
- Harbor UCLA elevator modernization
- Harbor UCLA clinic building roof
replacement
- Registrar Recorder chapel and office
renovations
- Public Health Antelope Valley
Dorm-Z HVAC upgrades
RAYTHEON CORPORATION
Senior Facilities Project Manager
EL SEGUNDO, CA
Duties include project planning, design
management, procurement, and
construction management through
closeout. Mr. Manzella worked with
his customers from project inception
through delivery to the end-user
customer. Typical projects included
office renovations, site improvements,
roofing and HVAC replacement projects,
and new lab facilities. Select projects
included:
- Class 10k clean room design and
construction
- Laser lab renovation basement level
- Radar lab renovation w/emergency
back-up power system
- Laser lab high-rise rooftop location
SAL MANZELLA CCM, LEED AP
Construction Manager II
RELEVANT YEARS OF EXPERIENCE
25 EDUCATION
BS, Engineering & Construction
Management, California State University,
Long Beach
LICENSES/CERTIFICATIONS
Certified Construction Manager (CCM)
#A2159
California General Contractor B-License
#688242
LEED AP #10312984
Six Sigma Expert Certification
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
PROFESSIONAL
LICENSE / CCM
VALUE
ENGINEERING
EXPERIENCE
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
SCHEDULE
MANAGEMENT
DESIGN
MANAGEMENT
JOC
CMAR
P3
DESIGN-BUILD
642
14 RWBID CONSTRUCTION MANAGEMENT
John has extensive experience in creating and maintaining schedules and providing contractor schedule reviews for multiple public agency clients including Los Angeles County Public Works, Los Angeles World Airports, Metro, and multiple school districts. John has been primarily responsible for construction oversight, creating and maintaining project schedules, verification of completed work for progress payments, creating specialized progress reports for upper management, and conducting Time Impact Analysis for critical path items.
LOS ANGELES COUNTY DEPARTMENT OF
PUBLIC WORKS
Scheduler II
ALHAMBRA, CA
John is responsible for updating, building,
and maintaining the schedules for over 200
projects across LA County Public Works’
Capital Improvement Program. His work
includes:
• Schedule builds and monthly schedule
updates for $3 Billion of projects
• Contractor schedule baseline review,
contractor schedule update review, and
claims mitigation
• Knowledge of construction and advice for
avoidance of project delays
• Work with the Section Heads to create
special layouts and third-party reports
for data
• Effective communication and
problemsolving skills
• Identify deviations of the critical path due
to an activity slip
• Recommendation of recovery plans
• Create What-If schedules for multiple
delivery types
• Time Impact Analysis for change orders,
delayed activities, acts of God
CITY OF MANHATTAN BEACH POLICE AND FIRE
FACILITY
Scheduler
LOS ANGELES, CA
John provided scheduling services for
the $40 million new police and fire facility
project. He created monthly projected
costs, verified the work completed in the
field against the progress payment, created
deficiency notices, tracked submittals,
RFIs, and change orders. He coordinated
with several utility companies to relocate
utilities for an underground parking
structure. He created traffic control plans
for the excavation of sand from the site for
the parking structure.
LOS ANGELES WORLD AIRPORTS (LAWA)
CENTRAL UTILITY PLANT PROJECT
Scheduler
INGLEWOOD, CA
John provided construction scheduler
services for the new $255 million
central plant with a 20,000-ton cooling
capacity and utility distribution piping for
electrical, communications, reclaimed
water, fire water, and potable water
piping to all terminals. He created
a detailed buildable schedule with
commissioning activities, modified the
schedule sequencing and durations
to match job conditions, and adjusted
durations on cost loaded activities to
accurately predict completion dates. John
inserted additional change order work as
Time Impact Analysis into the schedule to
verify its impact on the critical path. All
new activities were coded to show up in
the reports delivered to the management
team. He provided weekly updates
and verified cost loaded activities and
remaining durations were accurate.
LOS ANGELES WORLD AIRPORTS (LAWA)
TOM BRADLEY INTERNATIONAL TERMINAL,
Scheduler
INGLEWOOD, CA
John provided scheduling services for
construction of the $1.5 Billion Tom
Bradley International Terminals at
LAX, adding one million square feet
for new terminals and core. This new
construction for the Tom Bradley Airport
also involved working on analyzing the
contract changes and scope creep to
determine which changes included time
impacts. John researched change orders
for Time Impact Analysis and determined
additional days to include in the schedule.
He updated the bi-weekly schedules
from the superintendent data for publish
to the owner and subcontractors. John
did a weekly job walk to verify the
superintendent’s updates.
JOHN JACOBS
Scheduler II
RELEVANT YEARS OF EXPERIENCE
25 EDUCATION
BS, Construction Management California
State University of Sacramento
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
PROFESSIONAL
LICENSE / CCM
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
DESIGN
MANAGEMENT
JOC P3
DESIGN-BUILD
CMAR
VALUE
ENGINEERING
EXPERIENCE
SCHEDULE
MANAGEMENT
643
15 Sam is a highly skilled and motivated Senior Construction Cost Estimator with ten years of experience as a construction estimator in healthcare, commercial, educational, industrial, and residential projects. He has 6+ years of previous industry experience in Civil Engineering and construction management. Sam has provided cost estimates and change order review for multiple public agencies.
SENIOR COST ESTIMATOR
REPRESENTATIVE PROJECT LIST PROVIDED AS AN
ATTACHMENT.
- Prepared cost estimates for more
than 200 healthcare, commercial,
K-12, colleges, and heavy civil
projects
- Prepared quantity take-offs and cost
estimates for high-rise buildings
- Reviewed Guaranteed Maximum
Price (GMP) proposals and verified
validity of contractor proposed
pricing
- Prepared ROM estimates for
preliminary design and feasibility
studies
- Provided constructability reviews for
community college projects
- Analyzed, revised, and implemented
cost data based on changing market
conditions
- Provided contractor’s change order
review at the MLK Child Family Well
Being Center, Olive View Medical
Center, and the Port of Los Angeles
RELEVANT PROJECTS ESTIMATED
- P8301 Sunset Blvd Restaurant and
Office ($15M)
- AFB-Wright Patterson ($17M)
- Alhambra Unified School District -
Baldwin Elementary ($6M)
- Bethune Middle School - ADA Barrier
Removals ($2M)
- Cal Poly SLO University Union and
Building ($22M)
- California State University Los
Angeles: Student Housing Project
($26M)
- California State University San
Bernardino Student Union ($71M)
- Cerritos College Health Science
Renovation ($31M)
- City of Downey: Measure S Projects
($13M)
- City of LONG BEACH: more than 50
projects ($25M)
- County of San Diego: El Cajon Library
($1M)
- Fullerton College: Buildings 300 &
500 ($18M)
- GSA San Diego Office ($5M)
- Long Beach City College ($14M)
- Los Angeles Community College
District: ELAC ADA Phase III ($8M)
- Dockweiler Beach RV Park
Expansion ($1M)
- NOCCCD: Central Plant ($8M)
- Pasadena Expansion Ecology and
Life Science study ($145M)
- Port of Los Angeles: Change order
review (more than 20 projects)
- Port of Los Angeles: On-Call Cost
Estimate
SAM SHABANI EIT
Estimator II
RELEVANT YEARS OF EXPERIENCE
10 EDUCATION
Tehran Polytechnic, MSc in Geotechnical
Engineering
Azad University, Tehran, Iran, BS in Civil
Engineering
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
PROFESSIONAL
LICENSE / CCM
VALUE
ENGINEERING
EXPERIENCE
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
SCHEDULE
MANAGEMENT
DESIGN
MANAGEMENT
JOC P3
DESIGN-BUILD
CMAR
644
16 RWBID CONSTRUCTION MANAGEMENT
Christine has an extensive background in providing all aspects of construction/project management support, administration, records management, closeout, procedures, and facility operations. She is a self-motivated, diligent manager that works with a sense of urgency and possesses strong analytical skills. She is a team player with comprehensive experience in construction project management and engineering support working on some of the largest projects in Southern California, including the $1.8 billion Harbor UCLA Master Plan project, Olive View Medical Center, and the $5 billion Inglewood LA Rams Stadium project.
CHRISTINE BARCELON
Document Control II
HARBOR UCLA MASTER PLAN
Document Control Manager
TORRANCE, CA
Christine is the lead document control
manager for the $1.8 billion Harbor
UCLA Master Plan project. In her role
as manager, she leads a team of six (6)
technical and administrative staff to
support the construction management
team. She works closely with the Public
Works project management team
to successfully deliver the projects
and resolve issues. Christine’s duties
included:
- Process and maintain project
documents according to County
procedures
- Distribute and assign workload
amongst the six support team
members
- Provide leadership to resolve issues
- Establish the policies and
procedures for document control
activities as part of the Project
Management Plan (PMP)
- Manage correspondence, field
memos, submittals, invoices,
drawing logs, safety notices, RFIs,
and photos
OLIVE VIEW MEDICAL CENTER PROJECTS
Document Control II
SYLMAR, CA
Christine is the lead document control
manager and office/trailer manager
for various seismic compliance and
renovation projects at Olive View
Medical Center. Projects include a new
Agriculture Commission trailer, new
clinical space, installation of code blue
stations, emergency power upgrades,
Fire Alarm and Nurse Call system
upgrades, gastrointestinal tenant
improvements, and SB1953 seismic
compliance at the inpatient building.
Christine’s duties included:
- Provided construction support
services to project management
staff on multiple, concurrent,
Projects through Closeout, tracking
closeout status,
compiling required
documentation, assembling
turnover packages and maintaining
archival records both in-house and
off-site.
- Process and maintain project
documents according to
County procedures · Manage
correspondence, field memos,
submittals, invoices, saf
ety notices,
RFIs
- Preparation of Board letters, NTPs,
meeting minutes, and transmittals
- Provide administrative support
working in the office/trailer
- Conducted all project closeout
coordination including the following
tasks:
Tracked closeout status,
including DSA approvals, compiled
all required documentation, ensured
punch list items were completed,
administratively assisted with final
payment and retention release
documentation, assembled turnover
packages, maintained archival
records, assisted with FF&E / move-in
transition, coordinated warranty and
Maintenance & Operations manual
turnover
RELEVANT YEARS
OF EX PE RIENCE
18 EDUCATION
College of the Holly Spirit, Manila,
Philippines, B.S. in Nutrition
PROFESSIONAL
LICENSE / CCM
LOCAL PUBLIC
AGENCY EXPERIENCE
BUDGET
MANAGEMENT
VALUE
ENGINEERING
EXPERIENCE
QA/QC
EXPERIENCE
PROJECT/
CONSTRUCTION
MANAGEMENT
LEED AP /
ENVISION
EXPERIENCE
SCHEDULE
MANAGEMENT
DESIGN
MANAGEMENT
JOC
CMAR
P3
DESIGN-BUILD
645
SCOPE OF SERVICES
04 SECTION
Pico Rivera Library Renovation
PICO RIVERA, CA
646
17 SCOPE OF SERVICES
4A STAFF RESPONSIBILITIES
RWBID has reviewed the scope of work for the project described in the Request for Proposal. We have also extensively reviewed the project’s prior history and the City’s concern to provide a right-sized project that is fiscally prudent. We are proposing the right technical staff and administrative services to accomplish the goals for the project, and we are ensuring that we are caretakers of this public funding. The following table identifies the services listed in the RFP that will be provided in-house by RWBID professional and technical staff. This table includes our approach to staff the project and identifies the staff with Primary (P) and Support (S) responsibilities to accomplish the scope of work. 04 Stevenson Ranch Library Renovation
STEVENSON RANCH, CA
647
18 RWBID CONSTRUCTION MANAGEMENT
TASK SCOPE OF SERVICES
Ryan Kristan
(Principal Project Manager)
Tinka Rogic
(Project Manager III)
Sal Manzella
(Construction Manager II)
John Jacobs
(Scheduler II)
Sam Shabani
(Estimator II)
Christine Barcelon
(Document Control II)
2.1 Develop a comprehensive proj mgmt plan outlining objectives, timelines, milestones, and budget S P S S S
2.2 Coordinate with stakeholders including library management, AE, contractors, and relevant authorities. S P
2.3 Establish effective communication channels to ensure timely updates and resolution of issues. S P
2.4 Conduct regular progress meetings and provide detailed reports to stakeholders. S P
2.5 Monitor project progress, identify potential risks, and implement mitigation strategies. S P S
2.6 Manage project documentation, including contracts, permits, and approvals. PSS
3.1 Review and approve design documents to ensure alignment with project requirements and budget. S P
3.2 Constructability, cost estimation and bid documentation reviews.
3.3 Assist obtaining necessary permits and approvals from City engineering, planning and building & safety.
3.4 Develop a detailed project schedule incorporating design, procurement, and construction phases.
3.5 Grant management to ensure the project design complies with the State requirements.
4.1 Assist with the bidding process for selecting contractors and subcontractors.
4.2 Manage construction activities to ensure adherence to specifications, quality, and safety protocols.
4.3 Conduct regular site inspections to monitor progress and compliance with the construction schedule.
4.4 Address any design modifications or unforeseen issues in a timely manner.
4.5 Facilitate coordination among various trades to minimize disruptions and conflicts.
4.6 Implement a robust change management process to document and evaluate any deviations.
4.7 Review of all contractor applications for payment.
4.8 Manage and maintain documentation storage and control.
4.9 Grant management to insure all constructed items comply with the State requirements.
5.1 Conduct final inspections and ensure completion of all punch list items.
5.2 Facilitate the transition of the expanded facility to the library management team.
5.3 Provide training and support for operating and maintaining new systems and equipment.
5.4 Ensure all project documentation, as-built drawings, and warranties are handed over to the library.
5.5 Grant closeout.
6.1 Project Management Plan
6.2 Design Review Reports
6.3 Progress Reports
6.4 Meeting Minutes
6.5 Construction Inspection Reports
6.6 Change Order Log
6.7 Final Inspection Reports
6.8 Training Documentation
7.1 Successful handover of the expanded library facility to the library management team.
7.2 Post-project evaluation meetings to gather feedback and identify lessons learned for future projects.
P = Primary Responsibility S = Support Responsibility S
P S
S S P
S P
P S
S P
S P S S
S P S
P S
P
P S S
P S S S
S S S S P
S S P
P
S S P
S S P
S S S S P
S P S S S
S P S S S S
S P S S S
P P S S S
P P S
P S
P S S S
P S
P S
S S P S
S P S S S S
648
FEE PROPOSAL
05 SECTION
AC Bilbrew Librar y Renovation
LOS ANGELES, CA
649
19 FEE PROPOSAL
5A MAXIMUM NOT-TO-EXCEED FEE
RWBID proposes a Not-to-Exceed Fee of $475,000 to provide Project and Construction Management services for the City of Murrieta Library Expansion Project. This Not-to-Exceed Fee includes labor hours identified in the resource plan and $7,925 for reimbursable costs over the course of the project.
In addition, if RWBID is selected to manage this project, the company will pledge to donate $10,000 to the Murrieta Public Library Foundation. The donation will highlight that our firm and our staff are dedicated to being good stewards of public and donated funds for the project. The donation would be scheduled to be made at the midpoint of the construction phase, should we be contracted for this project
.
05 Pico Rivera Library Renovation
PICO RIVERA, CA
650
J JASO NDJ F M A MJ JASO NDJ F M A MJ JASO ND
City Council Award Contracts/NTP Jun-2024
Schematic Design Aug-2024
Design Development Oct-2024
Construction Documents Jan-2025
Plan Check and Permitting Mar-2025
FF&E Design Mar-2025
Bid and Award Jun-2025
NTP for Construction Jul-2025
Construction Aug-2026
Closeout Sep-2026
Project Complete Sep-2026
FF&E Move Management Nov-2026
J J A S O N D J F M A M J Subtotal Hours Rate Subtotal
Pre-Construction Phase J A S O N D J F M A M J J A S O N D Subtotal Hours Rate Subtotal Construction Phase
Principal Project Manager Ryan Kristan 0 20 20 20 20 20 0000000 1 0 0 220.00$ 22,000$ 2 0 2 0 000000000000 2 0 000 6 0 220.00 $ 13,200$ Project Manager III Tinka Rogic 0 80 80 60 60 60 60 60 45 45 45 45 45 685 195.00$ 133,575$ 3 0 3 0 0000000000000000 6 0 195.00 $ 11,700$ Construction Manager II Sal Manzella 000000000000 2 0 2 0 180.00$ 3,600$ 20 80 80 80 80 60 60 60 60 60 60 60 60 60 40 40 40 0 1,000 180.00 $ 180,000$ Scheduler II John Jacobs 0 0 40 0 40 0 0 40 00000 1 2 0 160.00$ 19,200$ 0 2 0 2 0 1 0 1 0 1 0 1 0 00000000000 8 0 160.00 $ 12,800$ Estimator II Sam Shabani 0 0 40 0 40 0 0 40 00000 1 2 0 175.00$ 21,000$ 0 2 0 2 0 1 0 1 0 1 0 1 0 00000000000 8 0 175.00 $ 14,000$ Document Control II Christine Barcelon 0 10 10 10 10 10 10 10 10 10 10 10 10 120 100.00$ 12,000$ 10 20 20 20 20 20 20 10 10 10 10 10 10 10 20 10 10 0 240 100.00 $ 24,000$ Reimburseables Not-To-Exceed 3,625$ Not-To-Exceed 4,300$ Donation to Murrieta Public Library Foundation (10,000)$ Project Labor Total 0 110 190 90 170 90 70 150 55 55 55 55 75 1,065 80 190 140 120 120 100 100 70 70 70 70 70 70 70 80 50 50 0 1,520 215,000$ 250,000$
465,000$ Total Not-To-Exceed Fee
Subtotal Pre-Construction Fee
2025 2025
2025 2025
Subtotal Construction Fee
Lump Sum
Schedule Milestones Finish Date
Position Staff
2024 2026
2024 2026
Pre-Construction Phase Construction Phase
22 RWBID CONSTRUCTION MANAGEMENT
5B RESOURCE PLAN
651
652
AMENDMENT PROPOSAL
Architect: SVA Architects, Inc. (“Architect”)
6 Hutton Centre Drive, Suite 1150
Santa Ana, CA 92707
Client: City of Murrieta
Architect Contact: Doug Brown,
Client Contact: Brian Crawford
Project Name: Murrieta Library Expansion Project Proposal Date: May 31, 2024 Description: Initial Fee Reconciliation to align with current project program and construction cost budget
SVA Project No.: 2023 -40136
Contract Execution Date: 06/08/2023
A. Design Services Proposal
SVA and its Consultant/s (Design Team) shall provide the following services in accordance with the terms and conditions of the Agreement:
B. Proposal Scope
Reconcile design fee to align with current projected construction cost of $4,545,454.55.
*Prepare topo survey of additional area not included in original survey. *Re-work schematic design based on city selected option. *Estimated budget for scope of work described, actual cost +15% to be formalized with the city.
C. Compensation
Amendment Scope of Work Fee
Professional Services Fee,
initial reconciliation.
$197,700
Additional topo survey work* $5,000
Schematic design rework* $20,000
Total $2 22,700
Architect will be compensated for the additional services delineated herein in accordance with the terms and conditions of the Agreement on a fixed fee basis in the amount of Two Hundred Twenty-Two Thousand Seven Hundred Dollars.
Architect shall not exceed this fee without Client’s prior written authorization. Reimbursable expenses of Architect will be invoiced in accordance with the terms and conditions of the Agreement.
653
Murrieta Library Expansion Project
May 31, 2024
It is expressly understood that the requirements of Cal. Business and Professions Code § 5536.22 requiring mutual written agreement by the parties prior to proceeding with the work are met by this Amendment. In the eve nt that contract negotiations are pending at the ti me this Amendment is executed, the parties understa nd and agree that upon execution of such final agreement, that all work performed under this Amendment will be governed by the terms and conditions thereof. In the event that an agreement has been executed by the parties at the time of this Amendment, it is understood that this Amendment amends the Agreement only as delineated herein, all other terms of the Agreement shall rema in the same. Architect will not proceed with work u ntil this form is executed and returned. The undersigned represents and warrants that he/she has the authority to bind the entity for which he/she is executing this Amendment .
Approved and Accepted:
Approved and Accepted:
Architect: SVA Architects, Inc.
Client: City of Murrieta
Signature: Signature:
Printed Name: Robert M. Simons, AIA
License No. C18301
Printed Name:
Title: President and Partner Title:
Date: May 31 , 202 4 Date:
654
Children’s Library Expansion Project
Budget & Design Discussion
Kristen Crane, Assistant City Manager
Brian Ambrose, Community Services Director
Javier Carcamo, Finance Director
Melvin Racelis, Library Manager
Brian Crawford, Senior Program Manager
June 18, 2024
Received After Agenda Printed
6/18/2024 - Regular Meeting
AGENDA ITEM 18
Presentation
655
2 • Consensus on Design & Budget
• Approval of Funding Strategy
• Set priorities so that design, bidding and construction can proceed without delay
Objectives
656
3 • Library built in 2007 with a 2,700 square foot children’s section. • A planned Phase 2 expansion was contingent on available funding.
• California State Library’s Building Forward Grant awarded to Murrieta Public Library in 2023.
• $1,505,625 in grant funds
• $752,813 in City matching funds
History
657
4 • Ensure compliance with grant to expend funds by March 2026. • Maximize building program for likely final expansion of the Library.
• Financial stewardship.
• Make certain project budget is realistic & closely monitored. • Balance funding of this project with other City capital project funding needs.
Project Goals
658
5 Progress So Far…
June 2023 Design contract for SVA Architects
July – August 2023 Stakeholder design visioning workshops September – November 2023 Refine preliminary design and budget January 2024 Council confirms project priority & sets $6 - 6.5 million budget April 2024 SVA completes schematic design & cost estimate May 2024 SVA produces value engineering options
659
6 Option A
5,000 sf
$8.44 – 9.86 Million
660
7 Option A
661
8 Option A
662
9 663
10 Option B
4,500 sf
$7.05 Million
(Recommended Option)
664
11 Option B
665
12 Option B
666
13 Option B
667
14 Option C
4,200 – 4,300 sf
$6.51 Million
668
15 Option C
669
16 Project Budget (Option B)
Item Note Amount*
Bid Day Hard Construction Cost/Low Bid Includes 8% Annual Escalator $ 4,465,000 Construction Contingency 15% of Construction 670,000
Design Cost 11% of Construction 491,000
Project/Construction Management ~10% of Construction 465,000 Fixtures, Furnishings & Equipment/Technology 560,000
Existing Space Remodel 250,000
Permitting & Inspection Fees 150,000
Total $ 7,051,000
*Rounded
670
17 Project Funding
Funding Source Amount
Building Forward Infrastructure Grant $ 1,505,625
Grant Matching Funds (Library DIF) 752,813
Library DIF (Developer Impact Fees) 752,469
Interfund Loan 3,500,000
Private Fundraising Donations 550,000
Total $ 7,060,907
671
18 • Development Impact Fee Study
• Library DIF - Acceptable Funding Source
• Library Building Expansion
• Project realization
• 100% fee collection
• $100k - $130k annual revenue source
• Approximately 10 years
Project Financing
672
19 • Funding Sources
• Grant
• Development Impact Fees
• Private Fundraisers/Donations
• Interfund Loan
Project Financing
Project Option B
Estimated Cost 7,051,000
Funding Source
Gra nt 1,505,625 Secured
Library DIF (Grant Match) 752,813 Secured
Library DIF 752,469 Secured
Private Donations 550,000 In Progress
3,560,907
Interfund Loan (recommended) 3,490,093 In Progress 673
20 • Bond vs Internal Interfund Loan
• Public Sales Lease Revenue Bond
• Advantages: Minimum impact on cash flow
or reserves
• Disadvantages: Debt capacity, cost of
issuance, bond covenants
• Repayment Source: Library DIF Revenue
Terms: 30 years
Rate: 4.63%¹
Payment: $218,355²
¹ Current Bond Market Rate
²Annual payment > DIF Annual Revenue
Project Financing
674
21 • Bond vs Internal Interfund Loan
• Internal Interfund Loan
• Advantages: Cost-effective borrowing, lower
cost, no cost of issuance
• Disadvantages: Impact on cash flow or
reserve
• Repayment Source: Library DIF Revenue
Terms: 30 years
Rate: 1.0%¹
Payment: $130,000² (avg $136,515)
¹Long-term Investment yield
²Annual payment = DIF Annual Revenue
Project Financing
675
22 • Recap
• Various Funding Sources
• Advantage of external financial sources
• Grant
• Sponsorships/Donations
• Earmarked financial resources
• Library DIF (match component + debt service payment)
• Internal Interfund Loan
• Cost-effective borrowing, most advantageous
Project Financing
676
23 • Led by both the Murrieta Public Library Foundation and Friends of the Murrieta Library.
• Fund raising events being planned.
• Staff to approach private donors for large contributions. • Goal is $550,000, or more.
• Excess funds can used towards construction of fully designed exterior space.
• Donations must be committed by February 2025.
Fundraising
677
24 Next Steps
Target Completion Date Project Milestone
June 18, 2024 City Council direction to proceed with the recommended design concept July 2024 to February 2025 Development of construction and bid documents February 2025 Final City Council project design review before the bid process February to May 2025 Construction bid process
June 2025 City Council award of construction
July 2025 Estimated construction start date
March 2026 Grant funds expended on initial construction costs August 2026 Completion of construction
678
25 • Approve moving forward to next phase of project design for design Option B.
• Approve recommended project financing strategy, including use of inter-fund loan.
• Authorize change order for SVA Architects.
• Approve purchase order for RWBID Construction Management. • Authorize $500k of FY 2024/25 CIP Project Budget to be eligible for use effective immediately.
Recommendation
679
26 QUESTIONS & COMMENTS
680
27 • Recap
• Various Funding Sources
• Advantage of external financial sources
• Grant
• Sponsorships/Donations
• Earmarked financial resources
• Library DIF (match component + debt
service payment)
• Internal Interfund Loan
• Cost-effective borrowing, most
advantageous
Project Financing
Opportuntiy Cost A nalysis
I nvestments
Prin c ip a l 3, 500, 000
I nterest 1. 01%
Ex pected I nv Earni ngs 1, 231, 503. 63
B ond I nterest Ex p 2, 940, 650
I nter- F und L oan I nterest Ex p 595, 435
I nterest Sav i ngs 2, 345, 215
I nt Savings> I nv Earnings 1,113,711.07
681
Your support is vital to the
Children's Expansion - a
unique asset to our
community.
We welcome gifts of any
amount and provide
recognition as follows:
Diamond: $1 0,000
Emerald: $5,000
Ruby: $1,000
Interior Art: $250
MAIL CHECKS TO: MPLF
8 TOWN SQUARE, MURRIETA, CA 92562
Murrietalibraryfoundation.orq
Info@MurrietaLibraryFoundation .org
@MurrietalibraryFoundation
• Preliminary Exterior Kendering Shown
682
In J-fonor Of
Murrieta
Public
Library's
25th
5\nniversary
'Ne are kicking off
our Fundraising
Campaign for the
Children's Library
Expansion!
683
CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No. 19.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Kim Summers, City Manager
PREPARED BY: Kristen Crane, Assistant City Manager
SUBJECT:
Resolution Opposing California Initiative No. 21-0042A1, the Taxpayer Protection and Government Accountability Act
RECOMMENDATION
Adopt Resolution 24-4762, entitled: A Resolution of the City Council of the City of Murrieta, California, Opposing California Initiative #21-0042A1, which would Significantly Undermine Local Control and Disrupt the Ability of Local Governments to Provide Essential Services and Infrastructure.
PRIOR ACTION/VOTE
None.
CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.
BACKGROUND
The November 2024 ballot is slated to include a proposed initiative, sponsored by the California Business Roundtable (CBRT), entitled "The Taxpayer Protection and Government Accountability Act," that would revise the California Constitution with provisions that are anticipated to put billions of local government tax and fee revenues at risk statewide for funding public services. The CBRT is an association representing large-scale national corporations. If this initiative passes, it will significantly undermine local control, and it is anticipated that there will be significant negative impacts on the City of Murrieta's operations and core service delivery, including public safety, recreation and library services, capital infrastructure projects, general operations, and more.
The proposed ballot measure aims to limit voters' authority and input, adopt new and stricter rules for raising taxes and fees, and may make it more difficult to impose fines and penalties for violating State and local laws.
The League of California Cities and a broad coalition of local governments, labor and public safety leaders, CITY OF MURRIETA Printed on 6/13/2024Page 1 of 4
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Agenda Item No. 19.
infrastructure advocates, and businesses strongly oppose this initiative.
Currently, the ability of local governments to raise revenues by way of implementing fees or taxes is substantially governed and restricted by State statute and constitutional provisions, including the voter- approved provisions of Proposition 13 of 1978, Proposition 218 of 1996, and Proposition 26 of 2010. Any time the City of Murrieta considers updating a revenue source such as user fees for services, Development Impact Fees, Landscape Lighting District Assessments, etc., the City follows the thorough process required by State law, which both structures how the fees are determined (e.g., based on the cost for service or with a nexus study structuring the fee based on proportional impact) and provides a robust public noticing process, as well as a public voting process for certain types of new or increased assessments or taxes. The Taxpayer Protection and Government Accountability Act proposes to significantly add and expand restrictions on voters and local government tax and fee authority.
Fees and Taxes
As a standard financial practice, local governments levy various fees and other charges to provide funding for core public services.
Not exclusive to the City of Murrieta or local government in general, major examples of fees and charges affected by this initiative are:
· Nuisance abatement charges, such as for weed, rubbish, and general nuisance abatement to fund community safety, code enforcement, and neighborhood cleanup programs; · Commercial franchise fees;
· Emergency response fees, such as in connection with driving under the influence (DUI); · Advanced Life Support (ALS) transport charges;
· Document processing and duplication fees;
· Transit fees, tolls, parking fees, and public airport and harbor use fees; and · Facility use charges, parks and recreation services fees, and garbage disposal tipping fees.
Virtually every city, county, and special district must regularly (generally annually) adopt increases in fee rates and charges and revise rate schedules to accommodate new users and activities or recover the costs of providing services. Most of these would be subject to new standards and limitations under the threat of legal challenges.
Based on the current volume of fees and charges imposed by local agencies, including Council-adopted increases to accommodate inflation, the League of California Cities estimates the amount of local government fee and charge revenue at risk throughout California is approximately $2 billion per year, including those adopted since January 1, 2022. Over ten years, $20 billion of local government fee and charge revenues will be at heightened legal peril.
As written, the proposed initiative would retroactively reverse or cancel any taxes or fees passed since January 1, 2022. For the City of Murrieta, examples of affected fees and charges adopted since January 1, 2022, that could be at risk include:
· Solid waste user fees;
· Development Impact fees;
· User Fees for certain City services (adopted in Spring 2023); and · Assessments for Landscape Lighting District and Community Service Districts.
In all cases, the examples above were long-term existing fees or assessments that were updated following the requirements established in State law as identified above to confirm the fees and charges were appropriate, CITY OF MURRIETA Printed on 6/13/2024Page 2 of 4
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Agenda Item No. 19.
requirements established in State law as identified above to confirm the fees and charges were appropriate, correctly noticed to the public and do not exceed the cost of providing the service.
If this ballot measure passes, the City will need to cease charging these fees and assessments, which will necessitate having to significantly reduce the local public services funded by these measures, unless the tax is re-submitted for voter approval, which would be a costly and time-consuming process and may not ultimately successfully achieve what would be a newly-required threshold for approval. It is also possible that the City could encounter expensive litigation as an outcome.
Reductions in local government tax revenues impact core services and infrastructure, including fire and emergency response, law enforcement, streets and roads, parks, libraries, affordable housing, homelessness prevention, and mental health services. This may also impact drinking water and sewer sanitation services for the four local water district partners that serve Murrieta.
Fines and Penalties
Under existing law, cities are required to provide due process before imposing a penalty or fine for violation of its municipal code:
1. A local agency must adopt administrative procedures that govern imposing fines and penalties, including providing a reasonable period of time for a person responsible for a continuing violation to correct or remedy the violation [Gov't Code 53069.4].
2. Notice must be given to the violating party before imposing the penalty; and allow the party to be heard and present any facts or arguments [Merco Construction Engineers v. Los Angeles Unified School District (1969) 274 CA 2d 154, 166].
3. The fine may not be "excessive" [U.S. Constitution amendments VIII and XIV].
The November 2024 ballot initiative would convert administratively imposed fines and penalties into taxes unless a new, undefined, and ambiguous "adjudicatory due process" is followed. This provision may put at risk the authority to impose fines and penalties for state and local law violations. Examples of fines and penalties in Murrieta include code enforcement citations, penalties applicable to work being performed without a permit or license, or delinquent permits or licenses.
In summary, Initiative #21-0042A1, anticipated to be on the California ballot in November 2024, raises significant financial concerns for cities throughout California, including Murrieta. This is particularly true because the established fees, charges, assessments, etc., that are charged locally to pay for core services were developed and implemented following a robust process established in State law as approved previously by California voters.
Cities throughout California have voiced their opposition to this ballot measure. So far, the League of California Cities has reported over 220 cities that have formally opposed this initiative. In Riverside County, these cities include (to date) Banning, Beaumont, Cathedral City, Corona, Indian Wells, Indio, Norco, Palm Desert, Perris, Temecula, and Wildomar.
FISCAL IMPACT
Although adopting the proposed Resolution has no direct fiscal impact, the passage of this initiative is anticipated to affect the City of Murrieta significantly. Many of the financial means that the City of Murrieta relies upon to provide services would be at risk, even though they have all been adopted lawfully and have been in place for many years. Examples include solid waste user fees, development impact fees, certain CITY OF MURRIETA Printed on 6/13/2024Page 3 of 4
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Agenda Item No. 19.
Citywide fees for services, and assessments for Landscape Lighting District and Community Service Districts.
ATTACHMENTS
1. Fact Sheet Initiative No. 21-0042A1
2. Full Text of Proposed State Ballot Initiative No. 21-0042A1
3. Resolution No. 24-4762
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Top 5 Reasons Cities Should Oppose the
Taxpayer Deception Act
An association representing California’s wealthiest corporations — developers, oil, insurance, and drug companies — is behind a deceptive November 2024 statewide ballot proposition that would revise the state Constitution, creating new loopholes that enrich corporations at the expense of residents and our communities. Here are the top 5 reasons cities should oppose this dangerous and undemocratic measure.
According to the nonpartisan Legislative Analyst’s Office, this measure would significantly reduce funding for state and local services. It could force billions of dollars in cuts to fire and 911 emergency response, law enforcement, services that support homeless residents, and much more. 1 Jeopardizes Funding for Vital Local Services
The measure contains intentionally vague language that will encourage hundreds of frivolous lawsuits against cities and local governments — costing taxpayers millions and blocking investments in local vital services.
2 Opens the Door for Frivolous Lawsuits Against Cities
This measure fundamentally changes our constitution to make it far more difficult for voters to pass measures to fund local services. It also includes a hidden provision that would retroactively cancel measures passed by voters after January 1, 2022 — undermining the decisions of local voters. It would also limit voter input by prohibiting local advisory measures, where voters provide direction to politicians on how they want their local tax dollars spent. 3 Attacks Voter Rights
4 This measure is opposed by a broad, bipartisan coalition of cities and counties, firefighters, nurses, teachers, environmental groups, unions, and business leaders across the state.
Opposed by a Broad Coalition5
Allows Wealthy Corporations to Avoid Paying Their Fair Share Creates major new constitutional loopholes that allow wealthy corporations to avoid paying their fair share for the impacts they have on our communities. It shifts the burden and forces individual taxpayers to pay more.
Paid for by Protecting Local Democracy and Vital Services, a Committee Opposed to Initiative 1935 Sponsored By The League Of California Cities 688
BELL, McANDREWS & HILTACHK, LLP
Anabel Renteria
Initiative Coordinator
ATTORNEYS AND COUNSEL-ORS AT I.AW
455 C APIT O L MALL , S UITE 600
SACRAMENT O, CALIFOE=INIA 95014
(916) 44;a-7757
FA X [916) 44-;a-7 7 59
www.bmhlaw. com
January 4, 2022
2 1 - 0 0 4 2
RECEIVED
JAN O 4 2022
Office of the Attorney General
State of California
INITIATIVE COORDINATOR
ATTORNEY GENERAL'S OFFICE
PO Box 994255
Sacramento, CA 94244-25550
Re: Initiative 21-0042 - Amendment Number One
Dear Initiative Coordinator:
Pursuant to subdivision (b) of Section 9002 of the Elections Code, enclosed please find Amendment #1 to Initiative No. 21-0042 "The Taxpayer Protection and Government Accountability Act." The amendments are reasonably germane to the theme, purpose or subject of the initiative measure as originally proposed .
I am the proponent of the measure and request that the Attorney General prepare a circulating title and summary of the measure as provided by law, using the amended language.
Thank you for your time and attention processing my request.
Sincerely,
~~
Thomas W. Hiltachk
689
2 1 - 0 0 4 2 Arndt. # /
The Taxpayer Protection and Government Accountability Act [Deleted codified text is denoted in strikeout. Added codified text is denoted by italics and underline.] Section 1. Title
This Act shall be known, and may be cited as, the Taxpayer Protection and Government Accountability Act.
Section 2. Findings and Declarations
(a) Californians are overtaxed. We pay the nation's highest state income tax, sales tax, and gasoline tax. According to the U.S. Census Bureau, California's combined state and local tax burden is the highest in the nation. Despite this, and despite two consecutive years of obscene revenue surpluses, state politicians in 2021 alone introduced legislation to raise more than $234 billion in new and higher taxes and fees.
(b) Taxes are only part of the reason for California's rising cost-of-living crisis. Californians pay billions more in hidden "fees" passed through to consumers in the price they pay for products, services, food, fuel, utilities and housing. Since 2010, government revenue from state and local "fees" has more than doubled.
(c) California's high cost of living not only contributes to the state's skyrocketing rates of poverty and homelessness, they are the pushing working families and job-providing businesses out of the state. The most recent Census showed that California's population dropped for the first time in history, costing us a seat in Congress. In the past four years, nearly 300 major corporations relocated to other states, not counting thousands more small businesses that were forced to move, sell or close. (d) California voters have tried repeatedly, at great expense, to assert control over whether and how taxes and fees are raised. We have enacted a series of measures to make taxes more predictable, to limit what passes as a "fee," to require voter approval, and to guarantee transparency and accountability. These measures include Proposition 13 (1978), Proposition 62 (1986), Proposition 218 (1996), and Proposition 26 (2010).
(e) Contrary to the voters' intent, these measures that were designed to control taxes, spending and accountability , have been weakened and hamstrung by the Legislature, government lawyers, and the courts, making it necessary to pass yet another initiative to close loopholes and reverse hostile court decisions.
Section 3. Statement of Purpose
(a) In enacting this measure, the voters reassert their right to a voice and a vote on new and higher taxes by requiring any new or higher tax to be put before voters for approval. Voters also intend that all fees and other charges are passed or rejected by the voters themselves or a governing body elected by voters and not unelected and unaccountable bureaucrats.
(b) Furthermore, the purpose and intent of the voters in enacting this measure is to increase transparency and accountability over higher taxes and charges by requiring any tax measure placed on the ballot- 1 690
either at the state or local level-to clearly state the type and rate of any tax, how long it will be in effect , and the use of the revenue generated by the tax.
(c) Furthermore, the purpose and intent of the voters in enacting this measure is to clarify that any new or increased form of state government revenue, by any name or manner of extraction paid directly or indirectly by Californians, shall be authorized only by a vote of the Legislature and signature of the Governor to ensure that the purposes for such charges are broadly supported and transparently debated. (d) Furthermore, the purpose and intent of the voters in enacting this measure is also to ensure that taxpayers have the right and ability to effectively balance new or increased taxes and other charges with the rapidly increasing costs Californians are already paying for housing, food, childcare, gasoline, energy , healthcare, education, and other basic costs of living, and to further protect the existing constitutional limit on property taxes and ensure that the revenue from such taxes remains local, without changing or superseding existing constitutional provisions contained in Section 1{c) of Article XIII A. (e) In enacting this measure, the voters also additionally intend to reverse loopholes in the legislative two thirds vote and voter approval requirements for government revenue increases created by the courts includin g, but not limited to, Cannabis Coalition v. City of Upland, Chamber of Commerce v. Air Resources Board, Schmeer v. Los Angeles County, Johnson v. County of Mendocino, Citizens Assn. of Sunset Beach v.
Orange County Local Agency Formation Commission, and Wilde v. City of Dunsmuir.
Section 4. Section 3 of Article XIII A of the California Constitution is amended to read:
Sec. 3(a} Every levy, charge. or exaction of any kind imposed by state law is either a tax or an exempt charge.
illlJ1l ~ Any change in state statute Jaw which results in any taxpayer paying a new or higher tax must be imposed by an act passed by not less than two-thirds of all members elected to each of the two houses of the Legislature , and submitted to the electorate and approved by a maiority vote, except that no new ad valorem taxes on real property, or sales or transaction taxes on the sales of real property, may be imposed. Each Act shall include:
(A) A specific duration of time that the tax will be imposed and an estimate of the annual amount expected to be derived from the tax.
(BJ A specific and legally binding and enforceable limitation on how the revenue from the tax can be spent.
If the revenue from the tax can be spent for unrestricted general revenue purposes. then a statement that the tax revenue can be spent for "unrestricted general revenue purposes" shall be included in a separate, stand-alone section. Any proposed change to the use of the revenue from the tax shall be adopted by a separate act that is passed by not less than two-thirds of all members elected to each of the two houses of the Legislature and submitted to the electorate and approved by a maiority vote. (2) The title and summary and ballot label or question required for a measure pursuant to the Elections Code shall. for each measure providing for the imposition of a tax, including a measure proposed by an elector pursuant to Article II, include:
{A) The type and amount or rate of the tax;
(BJ The duration of the tax: and
2 691
(CJ The use of the revenue derived from the tax.
(c} Any change in state law which results in any taxpayer paying a new or higher exempt charge must be imposed by an act passed by each of the two houses of the Legislature. Each act shall specify the type of exempt charge as provided in subdivision (e ), and the amount or rate of the exempt charge to be imposed.
Ml._fbt As used in this section and in Section 9 of Article II, "tax" means every aA1f levy, charge, or exaction of any kind imposed by the State state law that is not an exempt charge. e1<eept the follo•Ning:
(e) As used in this section. "exempt charge" means only the following:
(1) a el:iarge imposes fer a s1=1eeifie eenefit eonferreEl or pri'+'ilege granteEl aireetly to tl:ie 13ayor tl:iat is not 1=1ro>viaeEl to tl:iose not et:iargeEI, anEI whiel:i aoes not e1<ceeEl tl:ie reasonal3Ie costs to tl:ie State of eonferring the benefit or granting the pri¥ilege to the 1=1a¥OF.
ill {-2+ A reasonable charge irnposeEl for a specific government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the rnasonable actual costs to the State of providing the service or product to the payor. f.11 ~ A charge in,poseEl for the reasonable regulatory costs to the State incident to issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof. (3) A levy, charge. or exaction collected from local units of government. health care providers or health care service plans that is primarily used by the State of California for the purposes of increasing reimbursement rates or payments under the Medi-Cal program, and the revenues of which are primarily used to finance the non-federal portion of Medi-Cal medical assistance expenditures. (4) A reasonable charge iR'l13oseEl for entrance to or use of state property, or the purchase. rental, or lease of state property, except charges governed by Section 15 of Article XI. (5} A fine, or penalty, or other monetary el:large including any applicable interest for nonpayment thereot imposed by the judicial branch of government or the State, as a result of a state administrative enforcement agency pursuant to adiudicatorv due process, to punish a violation of law. (6} A levy, charge, assessment, or exaction collected for the promotion of California tourism pursuant to Chapter 1 (commencing with Section 13995) of Part 4.7 of Division 3 of Title 2 of the Government Code. flL~Any tax or exempt charge adopted after January 1, 2022 ~, but prior to the effective date of this act, that was not adopted in compliance with the requirements of this section is void 12 months after the effective date of this act unless the tax or exempt charge is reenacted B'l the begislatuFe anel signea into law ey tl:ie <iio¥ernoF in compliance with the requirements of this section. [gl[.JlJG:} The State bears the burden of proving by a preponEleranee oftl:le clear and convincing evidence that a levy, charge, or other exaction is an exempt charge and not a tax. The State bears the burden of proving by clear and convincing evidence that the amount of the exempt charge is reasonable and that the amount charged does not exceed the actual cost of providing the service or product to the payor. ,tR-a-t tl:ie amouRt is RO n,ore tl:ian neeessary to cover the reasonable costs of the go•.•emn,ental actii,•i:t>,• ane 3 692
that the manner in •Nhiel.:i these cests are allecated ts a pa·1er bear a fair er reasenable relatienshi13 ts the 13a·1or's b1:1relens on, or benefits reeei11eel from, the go•.ieFRmental actit.iit'( (2) The retention ofrevenue by, or the payment to. a non-governmental entity ofa levv. charge, or exaction of any kind imposed by state law, shall not be a factor in determining whether the levy. charge, or exaction is a tax or exempt charge.
(3) The characterization of a levy, charge, or exaction of any kind as being voluntary, or paid in exchange for a benefit, privilege, allowance, authorization, or asset, shall not be a factor in determining whether the levy, charge, or exaction is a tax or an exempt charge. /4} The use of revenue derived from the levy, charge or exaction shall be a factor in determining whether the levy, charge, or exaction is a tax or exempt charge. (h) As used in this section:
(1) "Actual cost" of providing a service or product means: (i) the minimum amount necessary to reimburse the government for the cost of providing the service or product to the payor, and {ii) where the amount charged is not used by the government for any purpose other than reimbursing that cost. In computing "actual cost" the maximum amount that may be imposed is the actual cost less all other sources of revenue including, but not limited to taxes, other exempt charges, grants, and state or federal funds received to provide such service or product.
(2) "Extend" includes, but is not limited to, doing any of the following with respect to a tax or exempt charge: lengthening its duration. delaying or eliminating its expiration, expanding its application to a new territory or class ofpayor, or expanding the base to which its rate is applied. (3) "Impose" means adopt, enact, reenact, create, establish, collect, increase or extend. (4) "State law" includes, but is not limited to. any state statute, state regulation, state executive order. state resolution, state ruling, state opinion Jetter, or other legal authority or interpretation adopted, enacted. enforced, issued, or implemented by the legislative or executive branches of state government. "State law" does not include actions taken by the Regents of the University of California, Trustees of the California State University, or the Board of Governors of the California Community Colleges.
Section 5. Section 1 of Article XIII C of the California Constitution is amended, to read:
Sec. 1. Definitions. As used in this article:
{a) "Actual cost" of providing a service or product means: (i) the minimum amount necessary to reimburse the government for the cost of providing the service or product to the payor. and {ii) where the amount charged is not used by the government for any purpose other than reimbursing that cost. In computing "actual cost" the maximum amount that may be imposed is the actual cost less all other sources of revenue including, but not limited to taxes. other exempt charges, grants, and state or federal funds received to provide such service or product.
(b) "Extend" includes, but is not limited to. doing any of the following with respect to a tax. exempt charge, or Article XIII D assessment. fee, or charge: lengthening its duration, delaying or eliminating its expiration. expanding its application to a new territory or class of payor, or expanding the base to which its rate is applied.
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.lfl..W
11 General tax" means any tax imposed for general governmental purposes. (d} "Impose" means adopt, enact, reenact, create, establish, collect, increase, or extend. {clJb} "Local government" means any county, city, city and county, including a charter city or county, any special district, or any other local or regional governmental entity, or an elector pursuant to Article fl or the initiative power provided by a charter or statute . (f) "Local law" includes. but is not limited to, any ordinance, resolution, regulation. ruling, opinion letter, or other legal authority or interpretation adopted, enacted, enforced, issued, or implemented by a local government.
{gl_{t} "Special district" means an agency of the State, formed pursuant to general law or a special act, for the local performance of governmental or proprietary functions with limited geographic boundaries including, but not limited to, school districts and redevelopment agencies. f11L{d} "Special tax" means any tax imposed for specific purposes, including a tax imposed for specific purposes, which is placed into a general fund.
111 i@} As used in this article, and in Section 9 of Article II, "tax" means every aRV-levy, charge, or exaction of any kind, imposed by a local go,;ernmeRt law that is not an exempt charge., exeept tl=le fellowiRg:
(i) As used in this section, "exempt charge" means only the following:
(1) A cl=large imposeel fer a speeifie beAefit eoAferreel or pri,;ilege graAteel eliFeetl')' to tl=le pa1,ior tl=lat is Rot pre1,•ieleel to these Rot ehargea, aA£l which £lees Rot exeeeel tl=le reaseAable costs to tl=le loeal gm,·ernFAeAt of conferriAg the beAefit or graAting tl:1e pri¥ilege.
ill R} A reasonable charge imposes for a specific local government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the reasoAable actual costs to the local government of providing the service or product. fl1 WA charge im13ose£l for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof.
W {4t A reasonable charge imposeel for entrance to or use of local government property, or the purchase, rental, or lease of local government property.
Ml. fSt A fine, or penalty, or other FAOA@tar,· eharge including any applicable interest for nonpayment thereat imposed by the judicial branch of government or a local government administrative enforcement agency pursuant to adiudicatorv due process, as a res1,1lt of to punish a violation of law. ill -f6t A charge imposed as a condition of property development. No levv, charge, or exaction regulating or related to vehicle miles traveled may be imposed as a condition of property development or occupancy. f.i1 f7t An AssessFAeRts a Rel property relate el fees assessment. fee. or charge imJ;1oseel iA aeeoraanee witl=l the pro¥isio A5 of subject to Article XI 11 D, or an assessment imposed upon a business in a tourism marketing district, a parking and business improvement area, or a property and business improvement district. 5 694
(7) A charge imposed for a specific health care service provided directly to the payor and that is not provided to those not charged. and which does not exceed the reasonable costs to the local government of providing the health care service. As used in this paragraph, a "health care service" means a service licensed or exempt from licensure by the state pursuant to Chapters 1. 1.3, or 2 of Division 2 of the Health and Safety Code.
The local government bears the b1:1rden of proving by a preponderance of the e .. ·ielence that a lew, charge, or other exaction is not a ta1<, that the amo1:1nt is no more than necessaPJ' to cover the reasonable costs of the go•,ernfflental acti•.«ity anel that tJ:ie manner in which those costs are allocateel to a pa•ror bear a fair or reasonable relationship to the pa•ror's blslrdens on, or bene:fits receiveel from, the go1a1ernmental acfa•ity.
Section 6. Section 2 of Article XIII C of the California Constitution is amended to read :
Sec. 2. Local Government Tax Limitation. Notwithstanding any other provision of this Constitution:
(a) Every levy. charge. or exaction of any kind imposed by local law is either a tax or an exempt charge. All taxes imposed by any local government shall be deemed to be either general taxes or special taxes. Special purpose districts or agencies, including school districts, shall have no power to levy general taxes. (b) No local Jaw go,.·ernment whether proposed by the governing body or by an elector, may impose, extend, or increase any general tax unless and until that tax is submitted to the electorate and approved by a majority vote. A general tax shall not be deemed to have been increased if it is imposed at a rate not higher than the maximum rate so approved. The election required by this subdivision shall be consolidated with a regularly scheduled general election for members of the governing body of the local government, except in cases of emergency declared by a unanimous vote of the governing body. (c) An•r general tax imposed, el<tended, or increaseel, •.-.iitho1:1t •.·oter approval, lay any local go,.·ernment on or after Janlslary 1, 1995, ana prior ta the effecti,.·e date of this article, shall contin1:1e to be imposed only if appro,.·ea b1• a majority vote of the voters voting in an election OR the issye of the in:iposition, whicl::i election sl::iall be l::ield witl::iin t•Ne 1•ears ef the effectii.ie date of this article and in com13liance with slslbdi\·isien (b}. {El) No local law government. whether proposed by the governing body or by an elector. may impose, eMteRd, er increase any special tax unless and until that tax is submitted to the electorate and approved by a two-thirds vote. A special tax shall not be deemed to have been increased if it is imposed at a rate not higher than the maximum rate so approved. {d) The title and summary and ballot label or question required for a measure pursuant to the Elections Code shall. for each measure providing for the imposition of a tax, include:
(1) The type and amount or rate of the tax;
(2) the duration of the tax; and
(3) The use of the revenue derived from the tax. If the proposed tax is a general tax. the phrase "for general government use" shall be required, and no advisory measure may appear on the same ballot that would indicate that the revenue from the general tax will. could. or should be used for a specific purpose. (e) Only the governing body of a local government. other than an elector pursuant to Article II or the initiative power provided by a charter or statute. shall have the authority to impose any exempt charge.
The governing body shall impose an exempt charge by an ordinance specifying the type of exempt charge 6 695
as provided in Section l(i) and the amount or rate of the exempt charge to be imposed. and passed by the governing body. This subdivision shall not apply to charges specified in paragraph (7) of subdivision (i) of Section 1.
ff) No amendment to a Charter which provides for the imposition, extension, or increase of a tax or exempt charge shall be submitted to or approved by the electors. nor shall any such amendment to a Charter hereafter submitted to or approved by the electors become effective for any purpose. (q) Any tax or exempt charge adopted after January 1, 2022, but prior to the effective date of this act, that was not adopted in compliance with the requirements of this section is void 12 months after the effective date of this act unless the tax or exempt charge is reenacted in compliance with the requirements of this section.
{h)(1) The focal government bears the burden of proving by clear and convincing evidence that a levy, charge or exaction is an exempt charge and not a tax. The local government bears the burden of proving by clear and convincing evidence that the amount of the exempt charge is reasonable and that the amount charged does not exceed the actual cost of providing the service or product to the payor. (2} The retention of revenue by, or the payment to, a non-governmental entity of a levy. charge, or exaction of any kind imposed by a local law, shall not be a factor in determining whether the levy, charge, or exaction is a tax or exempt charge.
(3) The characterization of a levy. charge. or exaction of any kind imposed by a local law as being paid in exchange for a benefit. privilege, allowance, authorization, or asset, shall not be factors in determining whether the levy, charge, or exaction is a tax or an exempt charge. (4) The use of revenue derived from the levy, charge or exaction shall be a factor in determining whether the levy, charge, or exaction is a tax or exempt charge.
Section 7. Section 3 of Article XIII D of the California Constitution is amended, to read:
Sec. 3. Property Taxes, Assessments, Fees and Charges Limited (a) No tax, assessment, fee, 6f charge, or surcharge, including a surcharge based on the value ofpropertv, shall be assessed 13y a Ry ageRC'f upon any parcel of property or upon any person as an incident of property ownership except:
(1) The ad valorem property tax impeseEI p1::1rsYaRt te described in Section 1(a) of Article XIII and Section 1/a) of Article XIII A, and described and enacted pursuant to the voter approval requirement in Section 1/b) Q[Article XII I A.
(2) Any special non-ad valorem tax receiving a two-thirds vote of qualified electors pursuant to Section 4 of Article XIII A, or after receiving a two-thirds vote of those authorized to vote in a community facilities district by the Legislature pursuant to statute as it existed on December 31, 2021. (3) Assessments as provided by this article.
(4) Fees or charges for property related services as provided by this article. 7 696
(b) For purposes of this article, fees for the provision of electrical or gas service shall not be deemed charges or fees imposed as an incident of property ownership.
Section 8. Sections 1 and 14 of Article XIII are amended to read:
Sec. 1 Unless otherwise provided by this Constitution or the laws of the United States:
(a) All property is taxable and shall be assessed at the same percentage of fair market value. When a value standard other than fair market value is prescribed by this Constitution or by statute authorized by this Constitution, the same percentage shall be applied to determine the assessed value. The value to which the percentage is applied, whether it be the fair market value or not, shall be known for property tax purposes as the full value.
(b) All property so assessed shall be taxed in proportion to its full value. (c) All proceeds from the taxation of property shall be apportioned according to law to the districts within the counties.
Sec. 14. All property taxed by state or local government shall be assessed in the county, city, and district in which it is situated. Notwithstanding any other provision of/aw, such state or local property taxes shall be apportioned according to law to the districts within the counties.
Section 9. General Provisions
A. This Act shall be liberally construed in order to effectuate its purposes.
B. (1) In the event that this initiative measure and another initiative measure or measures relating to state or local requirements for the imposition, adoption, creation, or establishment of taxes, charges, and other revenue measures shall appear on the same statewide election ballot, the other initiative measure or measures shall be deemed to be in conflict with this measure. In the event that this initiative measure receives a greater number of affirmative votes, the provisions of this measure shall prevail in their entirety, and the provisions ofthe other initiative measure or measures shall be null and void. (2) In furtherance of this provision, the voters hereby declare that this measure conflicts with the provisions of the "Housing Affordabili ty and Tax Cut Act of 2022" and "The Tax Cut and Housing Affordability Act," both of which would impose a new state property tax (called a "surcharge") on certain real property, and where the revenue derived from the tax is provided to the State, rather than retained in the county in which the property is situated and for the use of the county and cities and districts within the county, in direct violation of the provisions of this initiative. (3) If this initiative measure is approved by the voters, but superseded in whole or in part by any other conflicting initiative measure approved by the voters at the same election, and such conflicting initiative is later held invalid, this measure shall be self-executing and given full force and effect.
C. The provisions of this Act are severable. If any portion, section, subdivision, paragraph, clause, sentence, phrase, word, or application of this Act is for any reason held to be invalid by a decision of any court of competent jurisdiction, that decision shall not affect the validity of the remaining portions of this Act. The People of the State of California hereby declare that they would have adopted this Act and each and every portion, section, subdivision, paragraph, clause, sentence, phrase, word, and application not 8 697
declared invalid or unconstitutional without regard to whether any portion of this Act or application thereof would be subsequently declared invalid.
D. If this Act is approved by the voters of the State of California and thereafter subjected to a legal challenge alleging a violation of state or federal law, and both the Governor and Attorney General refuse to defend this Act, then the following actions shall be taken:
(1) Notwithstanding anything to the contrary contained in Chapter 6 of Part 2 of Division 3 ofTitle 2 of the Government Code or any other law, the Attorney General shall appoint independent counsel to faithfully and vigorously defend this Act on behalf of the State of California. (2) Before appointing or thereafter substituting independent counsel, the Attorney General shall exercise due diligence in determining the qualifications of independent counsel and shall obtain written affirmation from independent counsel that independent counsel will faithfully and vigorously defend this Act. The written affirmation shall be made publicly available upon request. (3) A continuous appropriation is hereby made from the General Fund to the Controller, without regard to fiscal years, in an amount necessary to cover the costs of retaining independent counsel to faithfully and vigorously defend this Act on behalf of the State of California. (4) Nothing in this section shall prohibit the proponents of this Act, or a bona fide taxpayers association, from intervening to defend this Act.
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RESOLUTION NO. 24-4762
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA, OPPOSING CALIFORNIA INITIATIVE #21- 0042A1, WHICH WOULD SIGNIFICANTLY UNDERMINE LOCAL
CONTROL AND DISRUPT THE ABILITY OF LOCAL GOVERNMENTS
TO PROVIDE ESSENTIAL SERVICES AND INFRASTRUCTURE
WHEREAS, an association representing California’s wealthiest corporations is spending tens of millions of dollars to promote a deceptive ballot measure currently eligible for the November 2024 statewide ballot; and
WHEREAS, the measure creates constitutional loopholes that allow corporations to pay far less than their fair share for the impacts they have on our communities, which could force residents and taxpayers to pay more to maintain services; and
WHEREAS, the measure thre atens billions of dollars every year in local government funding for services like fire and emergency response, law enforcement, affordable housing, services to support homeless residents, mental health services, and more; and
WHEREAS, if passed, this mea sure will likely detrimentally impact nearly all City of Murrieta services, including but not limited to law enforcement; fire; recreation; library; streets, parks, and community maintenance; capital infrastructure construction projects; and general operations; and
WHEREAS, the measure is an attack on voters’ rights, containing undemocratic provisions that would make it more difficult for local voters to pass measures to fund services, provisions that retroactively cancel measures recently passed by vote rs, and provisions that prevent voters from passing advisory measures that provide direction on how they want their local tax dollars spent; and
WHEREAS, the measure contains intentionally restrictive language that will encourage hundreds of frivolous la wsuits against cities and local governments – costing taxpayers many millions and stopping investments in vital local services; and
WHEREAS, the measure would make it much more difficult for state and local regulators to issue fines and levies on corpora tions that violate laws intended to protect our environment, public health and safety, and our neighborhoods; and
WHEREAS, the measure is opposed by hundreds of local governments, teachers, firefighters, working families and local elected officials.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA,
CALIFORNIA DOES HEREBY RESOLVE AS FOLLOWS
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2 Section 1. That the City of Murrieta opposes Initiative #21-0042A1;
Section 2. That the City of Murrieta will join the “Stop the Taxpayer Deception Act” coalition, a growing coalition of public safety, education, labor, local government, and infrastructure groups throughout the state.
PASSED AND ADOPTED this 18 day of June, 2024.
____________________________
Lori Stone, Mayor
ATTEST:
_____________________________
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
_____________________________
Tiffany Israel, City Attorney
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2 STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 24-4762 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 18 day of June, 2024, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Cristal McDonald, City Clerk
701
City of Murrieta + Taxpayer Protection Act (Agenda Item 19) Ben Granholm
Fri 6/14/2024 1:02 PM
To: Stone, Lori <[email protected]>
Cc: Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]>; Warren, Cindy <[email protected]>; City Clerk <[email protected]> 4 attachments (322 KB)
4.8.24 - TPA Fact Sheet .pdf; 4.8.24 - TPA Impact On Taxes Cheat Sheet.pdf; 4.8.24 - TPA Truth vs Lies Fact Sheet .pdf; TPA Sample Resolution Language.pdf;
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Good morning, Mayor Stone and Councilmembers:
My name is Ben Granholm, I am reaching out on behalf of the Taxpayer Protection and Government Accountability Act (TPA), a statewide initiative on the November 2024 ballot.
We are writing today to urge the City of Murrieta to reject Agenda Item 19 on the June 18 Council Agenda and instead adopt a resolution in support of the TPA.
TPA empowers voters with the right to vote on all new and higher taxes, increases accountability and transparency among local jurisdictions and residents, and ensures that local property tax revenues remain in the County in which they are collected.
Despite a deceptive Title and Summary from the Attorney General, the elements of the measure are widely supported by voters – polling at more than 60% support.
We have amassed a broad coalition of more than 165 state and local organizations and over 1,400 partners, including small businesses, social justice leaders, housing advocates, elected officials, and taxpayers.
Californians pay among the highest taxes and fees in the nation. Jobs and families are fleeing the state for opportunity elsewhere. Californians are demanding a greater voice and more accountability on how politicians raise and spend our tax dollars.
Attached is a few items of background to help inform your decision:
General Fact Sheet
Impact on Taxes Cheat Sheet
Truth vs. Lies
We truly appreciate your time and consideration. Should you have any questions, please do not hesitate to contact me.
Thank you,
Ben Granholm
Senior Account Executive
Swing Strategies
Received After Agenda Printed
6/4/2024 - Regular Meeting
Item No. 19 - Correspondence
702
California has the highest tax rates in America. Massive increases in taxes and fees over the past decade only add to the state’s already sky-high cost of living — punishing hard-working families who are now struggling with soaring inflation.
Even still, politicians, bureaucrats and special interests continue to make it harder for Californians to make ends meet. In 2022 alone, they considered nearly $200 billion in higher taxes and fees.
It’s long past time voters were given the right to vote on all new taxes and protect themselves from special interests who fear losing control and power over the taxes we pay.
TaxpayerProtection.com
Ad paid for by Californians for Taxpayer Protection and Government Accountability, sponsored by California homeowners, taxpayers, and businesses Ad Committee’s Top Funders
California Business Roundtable
California Business Properties Association
Gerald J. Marcil
Funding details at www.fppc.ca.gov
THE SOLUTION
The Taxpayer Protection and Government Accountability Act is a simple measure that gives voters the final say on new and higher taxes and closes court-created loopholes that have made it easier for special interests and politicians to raise taxes. 3 Gives voters the final say on all new and higher taxes n Requires all new taxes passed by the Legislature to be approved by voters. n Restores two-thirds voter approval for all new local special tax increases. 3 Eliminates all “hidden taxes”
n Clearly defines what is a tax or fee — addressing recent court decisions that overturned decades of established taxpayer protections.
n Prevents unelected boards and commissions from passing hidden taxes or fees without approval from elected officials or voters.
3 Requires truthful descriptions of new tax proposals
n Holds politicians accountable by requiring they clearly identify how revenue will be spent before any tax or fee is enacted and ensures it is not diverted to other purposes. n Ensures that the tax rate and length of time a new or higher tax will be in effect is listed on the ballot.
With families across California struggling and the cost of living continuing to skyrocket, we must act now.
The Taxpayer Protection and Government Accountability Act will guarantee voters, not politicians, have the final say on whether or not to raise taxes, while maintaining current revenue and spending.
Join our coalition to protect taxpayers and hold the government accountable! 703
How the Taxpayer Protection and Government Accountability Act (TPA) Impacts Approval of State and Local Taxes, Fees, and Bonds Current Law Approval Threshold
Required Under TPA
Accountability and
Transparency Changes
Under TPA
City or County General
Tax Increase
*General Tax revenues can
be used for any legitimate
government purpose
2/3 vote of elected body to
place before voters; and
Majority vote approval by
voters
No Change Increases transparency by
requiring disclosure of purpose
of tax, and rate and period of
the tax on the ballot
City or County, Special
District, School or
Community College District
Special Tax Increase
*Special Tax revenues are
restricted and can only be used
for certain purposes
Majority vote of elected
body to place before voters;
and
2/3 vote approval by voters
No Change Increases transparency by
requiring disclosure of purpose
of tax, and rate and period of
the tax on the ballot
Citizens’ Initiative Local
General Tax Increase
Majority vote approval by
voters
No Change Requires disclosure of purpose
of tax, and rate and period of
the tax on the ballot
Citizens’ Initiative Local
Special Tax Increase
*TPA closes the Upland
loophole and restores Prop. 218
voter-approved threshold of 2/3
Majority vote approval by
voters
2/3 vote approval by voters Requires disclosure of purpose of tax, and rate and period of
the tax on the ballot
Local Tax to Finance
Infrastructure Bonds
2/3 vote approval by voters No Change No Change
Local Tax to Finance School
Facilities Bond
2/3 vote of elected body
55 percent approval from
voters
No Change No Change
Local Fee Increase
*Under TPA, fees are redefined
as an “exempt charge.” All
government charges are
considered a tax unless
explicitly exempted from
that classification. Examples
of exempt charges include
reasonable costs for providing
services, reasonable regulatory
costs, or fines and penalties
Can be approved
administratively by
unelected staff without a
vote from elected officials
Majority vote of the local
elected body
To increase accountability,
TPA requires a new local fee
or increased charge to be
approved by the elected body
instead of allowing unelected
officials to raise them
unilaterally
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Current Law Approval Threshold
Required Under TPA
Accountability and
Transparency Changes
Under TPA
State Fee Increase Can be approved
administratively by
unelected staff without a
vote from elected officials
Majority vote by the State
Legislature
To increase accountability,
TPA requires a new state
fee or increased charge to
be approved by the State
Legislature instead of allowing
unelected officials to raise
them unilaterally.
State Tax Increase 2/3 vote by the State
Legislature
2/3 Vote by the State
Legislature; and
Majority vote approval by
statewide voters
No Change
State General Obligation
Bond
*A bond issued by the state
that is repaid by the state
General Fund
2/3 vote by the State
Legislature
Majority vote approval by
statewide voters
No Change No Change
Managed Care Organization
(MCO) State Tax
*MCO Taxes are explicitly
exempt from the measure
2/3 vote by the State
Legislature
No Change No Change
Income-Based Utility Tax
*TPA excludes private utility
rates, including rates approved
by the PUC, however, an
income-based tax is a new
type of charge that we cannot
determine yet if it will be
affected by TPA
State Legislature can
authorize the Public Utilities
Commission (PUC) to
impose other charges on
energy consumers, such as
an income-based utility tax
The effects of the TPA on
an income-based utility tax
are impossible to determine
at this time
The effects of the TPA on
an income-based utility tax
are impossible to determine
at this time
Local Vehicle Miles
Traveled (VMT) Tax
* TPA removes the ability of
local government to impose
a VMT as a condition of local
development. Instead, any
VMT would be treated as a tax
under TPA and subject to the
requirements placed on general
or special taxes to implement
Approved by a local agency
if imposed as a condition of
property development
Majority or 2/3 vote of
elected body (depending on
whether it’s a General or
Special Tax) to place before
voters; and
Majority vote or 2/3
approval by voters
(depending on whether it’s
a General or Special Tax)
Requires disclosure of purpose
of tax, and rate and period of
the tax on the ballot
State VMT Tax Approved by a state
agency without a vote of
the Legislature if it is not a
“tax” under existing law
2/3 Vote by the State
Legislature; and
Approval by a majority of
state voters
No Change
Ad paid for by Californians for Taxpayer Protection and Government Accountability, sponsored by California homeowners, taxpayers, and businesses Ad Committee’s Top Funders
California Business Roundtable
California Business Properties Association
Gerald J. Marcil
Funding details at www.fppc.ca.gov
705
TRUTH VS LIES:
Dispelling the League of California Cities Misleading Claims about the Taxpayer Protection and Government Accountability Act (TPA)
THE LEAGUE SAID: THE TRUTH:
“ This misleading measure changes
o
ur constitution to make it more
difficult for local voters to pass
measures needed to fund local
services and local infrastructure.”
What TPA Says:
(c) No local law, whether proposed by the governing body or by an elector, may impose any special tax unless and until the tax is submitted to the electorate and approved by a two-thirds vote.
What it Means:
The League is attacking the same two-thirds voter approval requirement for elector/citizen initiative special local taxes they recently supported.
From 1996 to 2018, all special local taxes required a two-thirds majority of voters to pass. TPA restores this requirement for elector/citizen initiative tax measures ( not taxes proposed by the City Council) after the controversial California Cannabis Coalition v.
City of Upland court decision.
The League of Cities had so few concerns over this provision’s impact on local revenue that it even defended the two-thirds voter approval requirement in a court filing, writing:
“
As a r
esult, the League finds itself ironically aligned in this case with the Howard Jarvis Taxpayers Association, proponents of Propositions 218 and 26, in arguing that a proper interpretation of the Constitution does not countenance different treatment for local tax measures, regardless of their origin, and certainly does not create an exemption for initiatives that swallows all the rules created by Proposition 218.”
Yet, now the League is falsely claiming that TPA restoring the two-thirds majority for citizen initiative special taxes will hurt local services and infrastructure.
706
THE LEAGUE SAID: THE TRUTH:
“ This far-reaching measure puts at risk
b
illions of dollars currently dedicated
to critical state and local services. It
would also reduce funding for critical
infrastructure like streets and roads,
public transportation, drinking water,
new schools, sanitation, utilities and
more.”
What TPA Says:
(f) Any tax or exempt charge adopted after January 1, 2022, but prior to the effective date of this act, that was not adopted in compliance with the requirements of this section is void 12 months after the effective date of this act unless the tax or exempt charge is reenacted in compliance with the requirements of this section.
What it Means:
The Taxpayer Protection Act (TPA) does not reduce current spending levels or revenue collection for critical local services.
All existing taxes and fees enacted before 2022 will remain in effect.
There are 22 measures that passed after January 1, 2022 and failed to meet TPA’s transparency or vote threshold requirements and will have one year to be re-approved by voters. Otherwise, they will then be nullified and rolled back — allowing voters to preserve them if they believe they are critical for their community.
“
The [
Taxpayer Protection Act] would
significantly restrict the ability of cities
to raise taxes.”
What TPA Says:
(c) No local law, whether proposed by the governing body or by an elector, may impose any special tax unless and until the tax is submitted to the electorate and approved by a two-thirds vote.
What it Means:
The Taxpayer Protection Act (TPA) does not change the threshold for tax measures put on the ballot by the City Council — therefore preserving cities’ ability to pass tax measures.
TPA does restore the long-standing two-thirds majority voter approval requirement for special taxes proposed by elector/citizen initiative — tax measures that a city has no control over and have no impact on a city’s ability to raise taxes. This requirement has been in the constitution for approving local bonds backed by property taxes since 1879 and for all other special taxes since the passage of Prop 13 in 1978.
707
THE LEAGUE SAID: THE TRUTH:
“ The [Taxpayer Protection Act]
would sign
ificantly restrict the
ability of cities to raise fees.”
What TPA Says:
(j)(1) A reasonable charge for a specific local government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the actual costs to the local government of providing the service or product to the payor.
What it Means:
The Taxpayer Protection Act stops cities from using fees as “hidden taxes” by charging taxpayers far more than the reasonable and actual cost of providing a service. Local governments who are not using fees to generate additional unrestricted revenue should not be concerned. TPA prohibits local governments from adding unreasonable hidden expenses to the reasonable, actual cost of providing a product or service for the purpose of raising additional revenue for unrestricted spending.
“
The initia
tive would steal power
away from voters, prohibiting local
advisory measures where voters
provide direction to politicians
on how they want their local tax
dollars spent.”
What TPA Says:
(d)(3) If the proposed tax is a general tax, the phrase “for general government use” shall be required, and no advisory measure may appear on the same ballot that would indicate that the revenue from the general tax will, could or should be used for a specific purpose.
What it Means:
The Taxpayer Protection Act puts an end to the deceptive practice of asking voters to weigh in on non-binding advisory votes paired with new tax increases — which they often ignore.
Instead, TPA ensures that new tax revenue approved by voters can only be legally spent where the voters were told it would be spent.
Under TPA, local governments can’t mislead voters by implying they will spend the money on important issues and then divert the tax revenue to other uses after the fact. However, local governments are still able to propose-general purpose tax increases at a simple majority vote threshold, but they must be clearly disclosed on the ballot as general use when presented to voters.
Ad paid for by Californians for Taxpayer Protection and Government Accountability, sponsored by California homeowners, taxpayers, and businesses Ad Committee’s Top Funders
California Business Roundtable
California Business Properties Association
Gerald J. Marcil
Funding details at www.fppc.ca.gov
708
TPA Sample Resolution Language
WHEREAS, California has the highest income, state sales, and gasoline taxes in the country and inflation and global uncertainty are threatening to drive costs even higher; and WHEREAS, increases in taxes and fees are only fueling the state’s already sky-high cost of living — punishing hard-working families who are now struggling to put food on their table or gas in their cars; and
WHEREAS, already in 2024, politicians, bureaucrats, and special interests have proposed nearly $200 billion in higher state taxes, continuing to make it harder for Californians to make ends meet; and
WHEREAS, because Californians can’t afford to pay any more in higher taxes, it’s time voters were given the right to vote on all new taxes and protect themselves from an even higher cost of living; and
WHEREAS, the T axpayer Protection and Government Accountability Act is a simple measure qualified for the November 2024 statewide ballot that gives voters the right to vote on new and higher taxes and ensures that tax dollars are spent on the intended use; and WHEREAS, the measure maintains current revenue and spending and does not affect tax measures in effect prior to January 1, 2022; and
WHEREAS, the measure closes loopholes by clearly defining what is a tax or fee to address recent court decisions that overturned decades of established taxpayer protections and restore the will of the voters; and
WHEREAS, the measure restores the will of the voters when they passed Prop. 13 in 1978, Prop 218 in 1996, and Prop 26 in 2010 by reinstating two-thirds voter approval for all new local special tax increases; and
WHEREAS, the measure gives voters the final decision on all new and higher taxes by requiring all new taxes passed by the Legislature to be approved by voters and prevents bureaucrats from imposing new or higher fees without majority approval from elected officials; and
WHEREAS, the measure provides critical accountability protections for Californians by requiring all new local taxes to designate a use, rate, and duration to be listed on the ballot and by restricting fees for government services to their reasonable and actual costs; and 709
TPA Sample Resolution Language
WHEREAS, the urgency to help families across California who are struggling to make ends meet under a skyrocketing cost of living means we must act now.
THEREFORE BE IT RESOLVED THAT ENTITY supports the T axpayer Protection and Government Accountability Act, Initiative 21-0042A1 — a proposed statewide ballot measure that gives hard-working Californians the right to vote on whether or not to raise taxes while maintaining current revenue and spending.
710
SUPPORT – Taxpayer Protection and Government Accountability Act Jon Coupal
Fri 6/14/2024 1:30 PM
To: Stone, Lori <[email protected]>;Warren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Cc: City Clerk <[email protected]>
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
June 14, 2024
Dear Mayor Stone and Councilmembers,
On behalf of the Howard Jarvis Taxpayers Association, we are writing to urge the City of Murrieta to join us in adopting a support position for Initiative 21-0042A1, the
Taxpayer Protection and Government Accountability Act (TPA), which will be on the November 2024 ballot.
HJTA is a proud co-chair of Californians for Taxpayer Protection and Government Accountability, the campaign working to pass this critical initiative for California’
s future. A coalition of more than 165 organizations support the Taxpayer Protection and Government Accountability Act (TPA), showing the broad, diverse support already in place.
TPA is a simple measure that increases accountability and transparency for taxpayers and local governments alike. The initiative:
Gives voters the final say on all new and higher taxes
Requires all new taxes passed by the Legislature to be approved by voters.
Restores two-thirds voter approval for all new local special tax increases.
Eliminates all “hidden taxes”
Clearly defines what is a tax or fee — addressing recent court decisions that overturned decades of established taxpayer protections.
Prevents unelected boards and commissions from passing hidden taxes or fees without approval from elected officials or voters.
Requires truthful descriptions of new tax proposals
Holds elected officials accountable by requiring they clearly identify how revenue will be spent before any tax or fee is enacted and ensures it is not diverted to other purposes.
Ensures that the tax rate and length of time a new or higher tax will be in effect is listed on the ballot.
For local governments, it is critical to understand that TPA does not influence the vote threshold for any tax measure a local governing body introduces.
TPA affects only those special tax proposals introduced by citizen initiatives—measures that local governments should not be involved with.
Critically, TPA clarifies ambiguity in current tax law by reinstating the principles of Prop. 13 and Prop. 218, ensuring all special taxes achieve 2/3 support—a standard that local governments followed without issue for over two decades.
TPA’s passage is essential as special interests are already preparing for future attempts to dismantle Prop. 13. Evolve California, an organization dedicated to overturning Propositio n 13, recently stated in a webinar, “Our goal now is to have an initiative on the ballot November 2026.” In light of this, the passage of TPA is paramount to ensure that Californians are protected.
We respectfully urge the City of Murrieta to support the Taxpayer Protection and Government Accountability Act. Doing so will demonstrate a commitment to safeguarding the interests of voters, taxpayers, and residents and preserving their
economic vitality.
If you have any questions, please do not hesitate to contact me directly.
Sincerely,
Jon Coupal
President, Howard Jarvis Taxpayers Association
Sacramento
Los Angeles
Received After Agenda Printed
6/4/2024 - Regular Meeting
Item No. 19 - Correspondence
711
City of Murrieta + Taxpayer Protection Act (Agenda Item 19) Ben Granholm
Fri 6/14/2024 1:02 PM
To: Stone, Lori <[email protected]>
Cc: Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]>; Warren, Cindy <[email protected]>; City Clerk <[email protected]> 4 attachments (322 KB)
4.8.24 - TPA Fact Sheet .pdf; 4.8.24 - TPA Impact On Taxes Cheat Sheet.pdf; 4.8.24 - TPA Truth vs Lies Fact Sheet .pdf; TPA Sample Resolution Language.pdf;
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Good morning, Mayor Stone and Councilmembers:
My name is Ben Granholm, I am reaching out on behalf of the Taxpayer Protection and Government Accountability Act (TPA), a statewide initiative on the November 2024 ballot.
We are writing today to urge the City of Murrieta to reject Agenda Item 19 on the June 18 Council Agenda and instead adopt a resolution in support of the TPA.
TPA empowers voters with the right to vote on all new and higher taxes, increases accountability and transparency among local jurisdictions and residents, and ensures that local property tax revenues remain in the County in which they are collected.
Despite a deceptive Title and Summary from the Attorney General, the elements of the measure are widely supported by voters – polling at more than 60% support.
We have amassed a broad coalition of more than 165 state and local organizations and over 1,400 partners, including small businesses, social justice leaders, housing advocates, elected officials, and taxpayers.
Californians pay among the highest taxes and fees in the nation. Jobs and families are fleeing the state for opportunity elsewhere. Californians are demanding a greater voice and more accountability on how politicians raise and spend our tax dollars.
Attached is a few items of background to help inform your decision:
General Fact Sheet
Impact on Taxes Cheat Sheet
Truth vs. Lies
We truly appreciate your time and consideration. Should you have any questions, please do not hesitate to contact me.
Thank you,
Ben Granholm
Senior Account Executive
Swing Strategies
Received After Agenda Printed
6/18/2024 - Regular Meeting
AGENDA ITEM 19
Correspondence
712
California has the highest tax rates in America. Massive increases in taxes and fees over the past decade only add to the state’s already sky-high cost of living — punishing hard-working families who are now struggling with soaring inflation.
Even still, politicians, bureaucrats and special interests continue to make it harder for Californians to make ends meet. In 2022 alone, they considered nearly $200 billion in higher taxes and fees.
It’s long past time voters were given the right to vote on all new taxes and protect themselves from special interests who fear losing control and power over the taxes we pay.
TaxpayerProtection.com
Ad paid for by Californians for Taxpayer Protection and Government Accountability, sponsored by California homeowners, taxpayers, and businesses Ad Committee’s Top Funders
California Business Roundtable
California Business Properties Association
Gerald J. Marcil
Funding details at www.fppc.ca.gov
THE SOLUTION
The Taxpayer Protection and Government Accountability Act is a simple measure that gives voters the final say on new and higher taxes and closes court-created loopholes that have made it easier for special interests and politicians to raise taxes. 3 Gives voters the final say on all new and higher taxes n Requires all new taxes passed by the Legislature to be approved by voters. n Restores two-thirds voter approval for all new local special tax increases. 3 Eliminates all “hidden taxes”
n Clearly defines what is a tax or fee — addressing recent court decisions that overturned decades of established taxpayer protections.
n Prevents unelected boards and commissions from passing hidden taxes or fees without approval from elected officials or voters.
3 Requires truthful descriptions of new tax proposals
n Holds politicians accountable by requiring they clearly identify how revenue will be spent before any tax or fee is enacted and ensures it is not diverted to other purposes. n Ensures that the tax rate and length of time a new or higher tax will be in effect is listed on the ballot.
With families across California struggling and the cost of living continuing to skyrocket, we must act now.
The Taxpayer Protection and Government Accountability Act will guarantee voters, not politicians, have the final say on whether or not to raise taxes, while maintaining current revenue and spending.
Join our coalition to protect taxpayers and hold the government accountable! 713
How the Taxpayer Protection and Government Accountability Act (TPA) Impacts Approval of State and Local Taxes, Fees, and Bonds Current Law Approval Threshold
Required Under TPA
Accountability and
Transparency Changes
Under TPA
City or County General
Tax Increase
*General Tax revenues can
be used for any legitimate
government purpose
2/3 vote of elected body to
place before voters; and
Majority vote approval by
voters
No Change Increases transparency by
requiring disclosure of purpose
of tax, and rate and period of
the tax on the ballot
City or County, Special
District, School or
Community College District
Special Tax Increase
*Special Tax revenues are
restricted and can only be used
for certain purposes
Majority vote of elected
body to place before voters;
and
2/3 vote approval by voters
No Change Increases transparency by
requiring disclosure of purpose
of tax, and rate and period of
the tax on the ballot
Citizens’ Initiative Local
General Tax Increase
Majority vote approval by
voters
No Change Requires disclosure of purpose
of tax, and rate and period of
the tax on the ballot
Citizens’ Initiative Local
Special Tax Increase
*TPA closes the Upland
loophole and restores Prop. 218
voter-approved threshold of 2/3
Majority vote approval by
voters
2/3 vote approval by voters Requires disclosure of purpose of tax, and rate and period of
the tax on the ballot
Local Tax to Finance
Infrastructure Bonds
2/3 vote approval by voters No Change No Change
Local Tax to Finance School
Facilities Bond
2/3 vote of elected body
55 percent approval from
voters
No Change No Change
Local Fee Increase
*Under TPA, fees are redefined
as an “exempt charge.” All
government charges are
considered a tax unless
explicitly exempted from
that classification. Examples
of exempt charges include
reasonable costs for providing
services, reasonable regulatory
costs, or fines and penalties
Can be approved
administratively by
unelected staff without a
vote from elected officials
Majority vote of the local
elected body
To increase accountability,
TPA requires a new local fee
or increased charge to be
approved by the elected body
instead of allowing unelected
officials to raise them
unilaterally
714
Current Law Approval Threshold
Required Under TPA
Accountability and
Transparency Changes
Under TPA
State Fee Increase Can be approved
administratively by
unelected staff without a
vote from elected officials
Majority vote by the State
Legislature
To increase accountability,
TPA requires a new state
fee or increased charge to
be approved by the State
Legislature instead of allowing
unelected officials to raise
them unilaterally.
State Tax Increase 2/3 vote by the State
Legislature
2/3 Vote by the State
Legislature; and
Majority vote approval by
statewide voters
No Change
State General Obligation
Bond
*A bond issued by the state
that is repaid by the state
General Fund
2/3 vote by the State
Legislature
Majority vote approval by
statewide voters
No Change No Change
Managed Care Organization
(MCO) State Tax
*MCO Taxes are explicitly
exempt from the measure
2/3 vote by the State
Legislature
No Change No Change
Income-Based Utility Tax
*TPA excludes private utility
rates, including rates approved
by the PUC, however, an
income-based tax is a new
type of charge that we cannot
determine yet if it will be
affected by TPA
State Legislature can
authorize the Public Utilities
Commission (PUC) to
impose other charges on
energy consumers, such as
an income-based utility tax
The effects of the TPA on
an income-based utility tax
are impossible to determine
at this time
The effects of the TPA on
an income-based utility tax
are impossible to determine
at this time
Local Vehicle Miles
Traveled (VMT) Tax
* TPA removes the ability of
local government to impose
a VMT as a condition of local
development. Instead, any
VMT would be treated as a tax
under TPA and subject to the
requirements placed on general
or special taxes to implement
Approved by a local agency
if imposed as a condition of
property development
Majority or 2/3 vote of
elected body (depending on
whether it’s a General or
Special Tax) to place before
voters; and
Majority vote or 2/3
approval by voters
(depending on whether it’s
a General or Special Tax)
Requires disclosure of purpose
of tax, and rate and period of
the tax on the ballot
State VMT Tax Approved by a state
agency without a vote of
the Legislature if it is not a
“tax” under existing law
2/3 Vote by the State
Legislature; and
Approval by a majority of
state voters
No Change
Ad paid for by Californians for Taxpayer Protection and Government Accountability, sponsored by California homeowners, taxpayers, and businesses Ad Committee’s Top Funders
California Business Roundtable
California Business Properties Association
Gerald J. Marcil
Funding details at www.fppc.ca.gov
715
TRUTH VS LIES:
Dispelling the League of California Cities Misleading Claims about the Taxpayer Protection and Government Accountability Act (TPA)
THE LEAGUE SAID: THE TRUTH:
“ This misleading measure changes
our co
nstitution to make it more
difficult for local voters to pass
measures needed to fund local
services and local infrastructure.”
What TPA Says:
(c) No local law, whether proposed by the governing body or by an elector, may impose any special tax unless and until the tax is submitted to the electorate and approved by a two-thirds vote.
What it Means:
The League is attacking the same two-thirds voter approval requirement for elector/citizen initiative special local taxes they recently supported.
From 1996 to 2018, all special local taxes required a two-thirds majority of voters to pass. TPA restores this requirement for elector/citizen initiative tax measures ( not taxes proposed by the City Council) after the controversial California Cannabis Coalition v.
City of Upland court decision.
The League of Cities had so few concerns over this provision’s impact on local revenue that it even defended the two-thirds voter approval requirement in a court filing, writing:
“
As a resu
lt, the League finds itself ironically aligned in this case with the Howard Jarvis Taxpayers Association, proponents of Propositions 218 and 26, in arguing that a proper interpretation of the Constitution does not countenance different treatment for local tax measures, regardless of their origin, and certainly does not create an exemption for initiatives that swallows all the rules created by Proposition 218.”
Yet, now the League is falsely claiming that TPA restoring the two-thirds majority for citizen initiative special taxes will hurt local services and infrastructure.
716
THE LEAGUE SAID: THE TRUTH:
“ This far-reaching measure puts at risk
bill
ions of dollars currently dedicated
to critical state and local services. It
would also reduce funding for critical
infrastructure like streets and roads,
public transportation, drinking water,
new schools, sanitation, utilities and
more.”
What TPA Says:
(f) Any tax or exempt charge adopted after January 1, 2022, but prior to the effective date of this act, that was not adopted in compliance with the requirements of this section is void 12 months after the effective date of this act unless the tax or exempt charge is reenacted in compliance with the requirements of this section.
What it Means:
The Taxpayer Protection Act (TPA) does not reduce current spending levels or revenue collection for critical local services.
All existing taxes and fees enacted before 2022 will remain in effect.
There are 22 measures that passed after January 1, 2022 and failed to meet TPA’s transparency or vote threshold requirements and will have one year to be re-approved by voters. Otherwise, they will then be nullified and rolled back — allowing voters to preserve them if they believe they are critical for their community.
“
The [Tax
payer Protection Act] would
significantly restrict the ability of cities
to raise taxes.”
What TPA Says:
(c) No local law, whether proposed by the governing body or by an elector, may impose any special tax unless and until the tax is submitted to the electorate and approved by a two-thirds vote.
What it Means:
The Taxpayer Protection Act (TPA) does not change the threshold for tax measures put on the ballot by the City Council — therefore preserving cities’ ability to pass tax measures.
TPA does restore the long-standing two-thirds majority voter approval requirement for special taxes proposed by elector/citizen initiative — tax measures that a city has no control over and have no impact on a city’s ability to raise taxes. This requirement has been in the constitution for approving local bonds backed by property taxes since 1879 and for all other special taxes since the passage of Prop 13 in 1978.
717
THE LEAGUE SAID: THE TRUTH:
“ The [Taxpayer Protection Act]
would signi
ficantly restrict the
ability of cities to raise fees.”
What TPA Says:
(j)(1) A reasonable charge for a specific local government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the actual costs to the local government of providing the service or product to the payor.
What it Means:
The Taxpayer Protection Act stops cities from using fees as “hidden taxes” by charging taxpayers far more than the reasonable and actual cost of providing a service. Local governments who are not using fees to generate additional unrestricted revenue should not be concerned. TPA prohibits local governments from adding unreasonable hidden expenses to the reasonable, actual cost of providing a product or service for the purpose of raising additional revenue for unrestricted spending.
“
The initiat
ive would steal power
away from voters, prohibiting local
advisory measures where voters
provide direction to politicians
on how they want their local tax
dollars spent.”
What TPA Says:
(d)(3) If the proposed tax is a general tax, the phrase “for general government use” shall be required, and no advisory measure may appear on the same ballot that would indicate that the revenue from the general tax will, could or should be used for a specific purpose.
What it Means:
The Taxpayer Protection Act puts an end to the deceptive practice of asking voters to weigh in on non-binding advisory votes paired with new tax increases — which they often ignore.
Instead, TPA ensures that new tax revenue approved by voters can only be legally spent where the voters were told it would be spent.
Under TPA, local governments can’t mislead voters by implying they will spend the money on important issues and then divert the tax revenue to other uses after the fact. However, local governments are still able to propose-general purpose tax increases at a simple majority vote threshold, but they must be clearly disclosed on the ballot as general use when presented to voters.
Ad paid for by Californians for Taxpayer Protection and Government Accountability, sponsored by California homeowners, taxpayers, and businesses Ad Committee’s Top Funders
California Business Roundtable
California Business Properties Association
Gerald J. Marcil
Funding details at www.fppc.ca.gov
718
TPA Sample Resolution Language
WHEREAS, California has the highest income, state sales, and gasoline taxes in the country and inflation and global uncertainty are threatening to drive costs even higher; and WHEREAS, increases in taxes and fees are only fueling the state’s already sky-high cost of living — punishing hard-working families who are now struggling to put food on their table or gas in their cars; and
WHEREAS, already in 2024, politicians, bureaucrats, and special interests have proposed nearly $200 billion in higher state taxes, continuing to make it harder for Californians to make ends meet; and
WHEREAS, because Californians can’t afford to pay any more in higher taxes, it’s time voters were given the right to vote on all new taxes and protect themselves from an even higher cost of living; and
WHEREAS, the T axpayer Protection and Government Accountability Act is a simple measure qualified for the November 2024 statewide ballot that gives voters the right to vote on new and higher taxes and ensures that tax dollars are spent on the intended use; and WHEREAS, the measure maintains current revenue and spending and does not affect tax measures in effect prior to January 1, 2022; and
WHEREAS, the measure closes loopholes by clearly defining what is a tax or fee to address recent court decisions that overturned decades of established taxpayer protections and restore the will of the voters; and
WHEREAS, the measure restores the will of the voters when they passed Prop. 13 in 1978, Prop 218 in 1996, and Prop 26 in 2010 by reinstating two-thirds voter approval for all new local special tax increases; and
WHEREAS, the measure gives voters the final decision on all new and higher taxes by requiring all new taxes passed by the Legislature to be approved by voters and prevents bureaucrats from imposing new or higher fees without majority approval from elected officials; and
WHEREAS, the measure provides critical accountability protections for Californians by requiring all new local taxes to designate a use, rate, and duration to be listed on the ballot and by restricting fees for government services to their reasonable and actual costs; and 719
TPA Sample Resolution Language
WHEREAS, the urgency to help families across California who are struggling to make ends meet under a skyrocketing cost of living means we must act now.
THEREFORE BE IT RESOLVED THAT ENTITY supports the T axpayer Protection and Government Accountability Act, Initiative 21-0042A1 — a proposed statewide ballot measure that gives hard-working Californians the right to vote on whether or not to raise taxes while maintaining current revenue and spending.
720
SUPPORT – Taxpayer Protection and Government Accountability Act Jon Coupal
Fri 6/14/2024 1:30 PM
To: Stone, Lori <[email protected]>;Warren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Cc: City Clerk <[email protected]>
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
June 14, 2024
Dear Mayor Stone and Councilmembers,
On behalf of the Howard Jarvis Taxpayers Association, we are writing to urge the City of Murrieta to join us in adopting a support position for Initiative 21-0042A1, the Taxpayer Protection and Government Accountability Act (TPA), which will be on
the November 2024 ballot.
HJTA is a proud co-chair of Californians for Taxpayer Protection and Government Accountability, the campaign working to pass this critical initiative for California’s future. A coalition of more than 165 organizations support the Taxpayer Protection and Government Accountability Act (TPA), showing the broad, diverse support already in place.
TPA is a simple measure that increases accountability and transparency for taxpayers and local governments alike. The initiative:
Gives voters the final say on all new and higher taxes
Requires all new taxes passed by the Legislature to be approved by voters.
Restores two-thirds voter approval for all new local special tax increases.
Eliminates all “hidden taxes”
Clearly defines what is a tax or fee — addressing recent court decisions that overturned decades of established taxpayer protections.
Prevents unelected boards and commissions from passing hidden taxes or fees without approval from elected officials or voters.
Requires truthful descriptions of new tax proposals
Holds elected officials accountable by requiring they clearly identify how revenue will be spent before any tax or fee is enacted and ensures it is not diverted to other purposes.
Ensures that the tax rate and length of time a new or higher tax will be in effect is listed on the ballot.
For local governments, it is critical to understand that TPA does not influence the vote threshold for any tax measure a local governing body introduces.
TPA affects only those special tax proposals introduced by citizen initiatives—measures that local governments should not be involved with.
Critically, TPA clarifies ambiguity in current tax law by reinstating the principles of Prop. 13 and Prop. 218, ensuring all special taxes achieve 2/3 support—a standard that local governments followed without issue for over two decades.
TPA’s passage is essential as special interests are already preparing for future attempts to dismantle Prop. 13. Evolve California, an organization dedicated to overturning Proposition 13, recently stated in a webinar, “Our goal now is to have an initiative on the ballot November 2026.” In light of this, the passage of TPA is paramount to ensure that Californians are protected.
We respectfully urge the City of Murrieta to support the Taxpayer Protection and Government Accountability Act. Doing so will demonstrate a commitment to safeguarding the interests of voters, taxpayers, and residents and preserving their economic vitality.
If you have any questions, please do not hesitate to contact me directly.
Sincerely,
Jon Coupal
President, Howard Jarvis Taxpayers Association
Sacramento
Los Angeles
721
Taxpayer Protection and Government Accountability Act
Matthew Dobler
Mon 6/17/2024 2:55 PM
To: Stone, Lori <[email protected]>
Cc: McDonald, Cristal <[email protected]>
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Madam Mayor Stone,
Please find my letter attached regarding the Taxpayer Protection and Government Accountability Act.
In my capacity as Chairman of the Republican Party of Riverside County, I encourage you to support TPA.
Thank you,
Matthew Dobler
Chairman,
Republican Party of Riverside County
722
Taxpayer Protection and Government Accountability Act
Matthew Dobler
Mon 6/17/2024 2:59 PM
To: Warren, Cindy <[email protected]>
Cc: McDonald, Cristal <[email protected]>
1 attachments (50 KB)
TPA.Murrieta City Council Letter.pdf;
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Dear Mayor Pro-Tem Warren,
Please find my letter attached regarding the Taxpayer Protection and Government Accountability Act.
In my capacity as Chairman of the Republican Party of Riverside County, I encourage you to support TPA.
Thank you,
Matthew Dobler
Chairman,
Republican Party of Riverside County
723
Taxpayer Protection and Government Accountability Act
Matthew Dobler
Mon 6/17/2024 2:57 PM
To: DeForest, Lisa <[email protected]>
Cc: McDonald, Cristal <[email protected]>
1 attachments (50 KB)
TPA.Murrieta City Council Letter.pdf;
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Dear Councilwoman Deforest,
Please find my letter attached regarding the Taxpayer Protection and Government Accountability Act.
In my capacity as Chairman of the Republican Party of Riverside County, I encourage you to support TPA.
Thank you,
Matthew Dobler
Chairman,
Republican Party of Riverside County
724
Taxpayer Protection and Government Accountability Act
Matthew Dobler
Mon 6/17/2024 2:54 PM
To: Holliday, Ron <[email protected]>
Cc: McDonald, Cristal <[email protected]>
1 attachments (50 KB)
TPA.Murrieta City Council Letter.pdf;
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Dear Councilman Holliday,
Please find my letter attached regarding the Taxpayer Protection and Government Accountability Act.
In my capacity as Chairman of the Republican Party of Riverside County, I encourage you to support TPA.
Thank you,
Matthew Dobler
Chairman,
Republican Party of Riverside County
725
Taxpayer Protection and Government Accountability Act
Matthew Dobler
Mon 6/17/2024 2:53 PM
To: Levell, Jon <[email protected]>
Cc: McDonald, Cristal <[email protected]>
1 attachments (50 KB)
TPA.Murrieta City Council Letter.pdf;
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Dear Councilman Levell,
Please find my letter attached regarding the Taxpayer Protection and Government Accountability Act.
In my capacity as Chairman of the Republican Party of Riverside County, I encourage you to support TPA.
Thank you,
Matthew Dobler
Chairman,
Republican Party of Riverside County
726
727
728
Fw: Please vote no on Agenda Item 19
Holliday, Ron <[email protected]>
Mon 6/17/2024 6:10 PM
To: Crane, Kristen <[email protected]>
Cc: City Clerk <[email protected]>
Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: David Strahan
Sent: Monday
, June 17, 2024 6:03 PM
To: W
arren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Subject: Please vote no on Agenda Item 19
CAUTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Please vote no on agenda item 19, a measure that will endanger the Taxpayer Protec on and Government Accountability Act.
Sincerely,
David Strahan
729
Fwd: PROTECT TAXPAYERS and PROP 13!
Holliday, Ron <[email protected]>
Mon 6/17/2024 8:03 PM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: Dede Ramella
Sent: Monda
y, June 17, 2024 8:02:40 PM
To: Stone, Lori <[email protected]>; Warren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]>
Subject: PROTECT TAXPAYERS and PROP 13!
CA
UTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
I’m writing to you today with an urgent request.
The Murrieta City Council will vote Tuesday evening on Agenda item 19, a resolution to oppose our important ballot measure, the Taxpayer Protection and Government Accountability Act.
The City Council members have been bombarded with misinformation and scare tactics from the League of Cities.
Here’s the TRUTH.
The Taxpayer Protection and Government Accountability Act:
730
Restores the two-thirds vote requirement to pass special taxes, exactly as the state constitution requires. It closes a court-created loophole that allowed tax increases to pass with 50%-plus-one-vote if they were proposed by a “citizens’ initiative.” A handful of taxes statewide have passed through this loophole since 2022, and they would have to go back on the ballot within one year to get the required two-thirds vote.
Requires ballot transparency, so that a tax increase is called a tax increase on the ballot label, no games.
Gives voters the final say on whether state taxes will be raised. Any state tax increase will have to go on the ballot for voter approval.
Contains other protections so you are not overcharged for government services.
I urge you to vote NO on Agenda item 19, the misguided resolution to oppose our important taxpayer protection measure.
Elected officials who care about transparency and responsible government are welcome to join our coalition to support the Taxpayer Protection and Government Accountability Act.
I would be honored to have you with us, fighting on the right side of this issue for the people of California.
Thank you!
Dede Ramella
731
Fw: Vote No on Agenda Item 19
Holliday, Ron <[email protected]>
Tue 6/18/2024 10:57 AM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: DAVID COFFIN
Sent: Monday, June 17, 2024 9:05 PM
To: Holliday, Ron <[email protected]>
Subject: Vote No on Agenda Item 19
CA
UTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Dear Mr. Holliday,
Please vote no on Agenda Item 19, and protect Prop 13, so that we are not taxed out of out homes
Sincerely,
David Coffin
Murrieta home owner and full time resident in our proud city.
Sent from my iPad
732
Fw: Agenda Item 19
Holliday, Ron <[email protected]>
Tue 6/18/2024 10:57 AM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: Tracee Trowbridge
Sent: T
uesday, June 18, 2024 8:35 AM
To: Stone, Lori <[email protected]>; Warren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]> Subject: Agenda Item 19
CA
UTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
I am requesting you all to Vote NO on Agenda item 19!
We do not need anymore taxes creeping up on us!!!
Tracee Trowbridge
733
Fw: Agenda item 19
Holliday, Ron <[email protected]>
Tue 6/18/2024 10:58 AM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: Tom Mitchell
Sent: T
uesday, June 18, 2024 9:11 AM
To: Holliday, Ron <[email protected]>
Subject: Agenda item 19
CA
UTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Good morning Honorable Council Member Ron Holliday,
My name is Tom Mitchell and I am sending this email to you asking you to vote NO on agenda item 19 – a resolu on to oppose the Taxpayer Protec on and Government Accountability Act.
If there was ever a me the taxpayers of this state needed protec on, not to men on more accountability for government spending, now is definitely the me! In the past ten years, the state’s budget has ballooned from approximately 152.3 billion to over 288 billion in 2024. There is so much waste of our taxpayers dollars, from 24 billion Gov. Newsom allocated to homelessness – that no one has a clue as to where the money went, not to men on the “high speed” rail project that so far has only built one bridge-to-nowhere.
I’m not sure of what informa on (or misinforma on) you have been provided as to this important ballot measure but I wanted to share some FACTS as to this ballot measure.
Restores the two-thirds vote requirement to pass special taxes, exactly as the state cons tu on requires. It closes a court-created loophole that allowed tax increases to pass with 50%-plus-one-vote if they were proposed by a “ci zens’ ini a ve.” A handful of taxes statewide 734
have passed through this loophole since 2022, and they would have to go back on the ballot within one year to get the required two-thirds vote.
Requires ballot transparency, so that a tax increase is called a tax increase on the ballot label, no games.
Gives voters the final say on whether state taxes will be raised. Any state tax increase will have to go on the ballot for voter approval.
Contains other protec ons so we are not overcharged for government services.
Although I was not old enough to vote when Prop 13 was on the ballot, I do recall all the “scare tac cs” the poli cians, government agencies and numerous other agencies were saying as to how bad Prop 13 was and how it would decimate government budgets, which were proven to be completely false. It would seem Governor Newsom, the Sacramento poli cians and others are using the same scare tac cs that were used back when Prop 13 was on the ballot.
Again, based upon the informa on listed above, I not only urge you to vote NO on agenda item 19, the misguided resolu on to oppose a very important taxpayer protec on measure, but I would also ask that you join our cause for government transparency. Please support the Taxpayer Protec on and Government Accountability Act and vote NO on agenda item 19.
Thank you your me and service to our city.
Tom Mitchell
735
Fw: Council Agenda Item 13: VOTE NO!!!
Holliday, Ron <[email protected]>
Tue 6/18/2024 11:02 AM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: [email protected]
Sent: T
uesday, June 18, 2024 9:59 AM
To: Stone, Lori <[email protected]>; Warren, Cindy <[email protected]>; [email protected] <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Subject: Council Agenda Item 13: VOTE NO!!!
CA
UTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
The Murrieta City Council will vote Tuesday evening on Agenda item 19, a resolution to oppose approval of the ballot measure T axpayer Protection and Government Accountability Act. It will:
Restores the two-thirds vote requirement to pass special taxes, exactly as the state constitution requires. It closes a court-created loophole that allowed tax increases to pass with 50%-plus-one-vote if they were proposed by a “citizens’ initiative.” A handful of taxes statewide have passed through this loophole since 2022, and they would have to go back on the ballot within one year to get the required two- thirds vote.
Requires ballot transparency, so that a tax increase is called a tax increase on the ballot label, no games.
Gives voters the final say on whether state taxes will be raised. Any state tax increase will have to go on the ballot for voter approval.
Contains other protections so you are not overcharged for government services.
I strongly urge you all to vote NO on Agenda item 19, the misguided resolution to oppose our important taxpayer protection measure.
Regards
/signed/
Rob
ert DeCubellis
736
Fw: NO ON AGENDA ITEM 19!
Holliday, Ron <[email protected]>
Tue 6/18/2024 11:27 AM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: Robin Russell
Sent: T
uesday, June 18, 2024 11:25 AM
To: Stone, Lori <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Subject: NO ON AGENDA ITEM 19!
CA
UTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
If you, our REPRESENTATIVES, care anything at all about protec ng your cons tuents, you will vote NO on Agenda item 19 tonight!
Respec ully,
Melissa R Russell
737
Fw: Please Support Prop 13 Vote No on Agenda Item 19
Holliday, Ron <[email protected]>
Tue 6/18/2024 12:44 PM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: David Primeau
Sent: T
uesday, June 18, 2024 11:45 AM
To: Stone, Lori <[email protected]>; Warren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Subject: Please Support Prop 13 Vote No on Agenda Item 19 CA
UTION: This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Dear Murrieta City Council,
Prop 13 in it's original form is one of the few items that protects residents of California from being priced out of their homes and the state. Please do nothing to dilute it's value to us residents.
We urge you to vote no on Agenda item 19.
Sincerely,
David & Rosario Primeau
738
Fw: Please Support Prop 13 - Vote No on Agenda Item 19
Holliday, Ron <[email protected]>
Tue 6/18/2024 12:44 PM
To: Crane, Kristen <[email protected]>; City Clerk <[email protected]> Ron Holliday
District 2 Council Member
City of Murrieta
(951) 852-0258
[email protected]
Facebook Instagram
1 Town Square | Murrieta, CA 92562
www.MurrietaCA.gov
From: Jonathan Mezzadri
Sent: T
uesday, June 18, 2024 11:59 AM
To: Stone, Lori <[email protected]>; Warren, Cindy <[email protected]>; Levell, Jon <[email protected]>; Holliday, Ron <[email protected]>; DeForest, Lisa <[email protected]> Subject: Please Support Prop 13 - Vote No on Agenda Item 19 CAUTION:
This email originated from outside of the organiza on. Do not click links or open a achments unless you recognize the sender and know the content is safe.
Dear Murrieta City Council,
Prop 13 in it's original form is one of the few items that protects residents of California from being priced out of their homes and the state. Please do nothing to dilute it's value to us residents.
I urge you to vote no on Agenda item 19.
Regards,
--
Jonathan R. Mezzadri
739
CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No. 20.
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Cristal McDonald, City Clerk
PREPARED BY: Kimberly Ramirez, Deputy City Clerk
SUBJECT:
Resolution Nos. 24-4763 to 24-4765: Calling the November 5, 2024, General Municipal Election for Districts Nos. 3 and 4
RECOMMENDATION
Adopt Resolution No. 24-4763 entitled: A Resolution of the City Council of the City of Murrieta, California, Calling for the Holding of a General Municipal Election to be Held on Tuesday, November 5, 2024, for the Purpose of Electing Certain Officers of Said City as Required by the Provisions of the Laws of the State of California Relating to General Law Cities; and, Other Election Matters as Required by Law, to include in the event of a tie vote, the tie will be determined by lot; and Adopt Resolution No. 24-4764 entitled: A Resolution of the City Council of the City of Murrieta, California, Requesting the Board of Supervisors of Riverside County to Consolidate a General Municipal Election to be Held on November 5, 2024, with the Statewide General Election to be Held on Same Date Pursuant to §10403 of the California Election Code and Other Election Matters as Required by Law; and Adopt Resolution No. 24-4765 (OPTION A - 200 words) entitled: A Resolution of the City Council of the City of Murrieta, California, Adopting Regulations for Candidates for Elective Office, Pertaining to, and Costs of, Candidate Statements Submitted to the Voters at the Consolidated General Municipal Election to be Held on Tuesday, November 5, 2024; OR
Adopt Resolution No. 24-4765 (OPTION B - 400 words) entitled: A Resolution of the City Council of the City of Murrieta, California, Adopting Regulations for Candidates for Elective Office, Pertaining to, and Costs of, Candidate Statements Submitted to the Voters at the Consolidated General Municipal Election to be Held on Tuesday, November 5, 2024; and
Direct the City Clerk to fulfill any administrative requirements in accordance with the law.
PRIOR ACTION/VOTE
On June 16, 2020, the City Council adopted Resolution Nos. 2020-4259 to 2020-4261, calling the November 3, 2020, General Municipal Election for District Nos. 3 and 4 (Vote:5-1).
On March 1, 2022, the City Council adopted Ordinance No. 572-22, adopting revised City Council District CITY OF MURRIETA Printed on 6/13/2024Page 1 of 5
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Agenda Item No. 20.
boundaries (Vote: 5-0).
On June 21, 2022, the City Council adopted Resolution Nos. 22-4593 to 22-4595, calling the November 8, 2022, General Municipal Election for District Nos. 1, 2 and 5 (Vote: 5-0).
On August 24, 2022, the City Council adopted Resolution No. 22-4608, providing for the appointment to the District 1 Office and canceling the election for the District 1 Office (Vote: 4-0-1).
On September 5, 2023, the City Council adopted Ordinance No. 594-23, incorporating the Murrieta Hills Specific Plan into District 1 (Vote: 5-0).
CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.
BACKGROUND
Following Murrieta Municipal Code (MMC) §1.20, Elections, the general municipal elections for the City of Murrieta (City) shall be held on the first Tuesday after the first Monday of November in each even-numbered year. Therefore, the City's next General Municipal Election (Election) shall be held on November 5, 2024.
Terms are defined as four (4) years, and elected municipal officers shall serve no more than two (2) consecutive terms in office.
In 2017, the City Council adopted Ordinance No. 522-17, changing the election systems for City Council Members from at-large to by-District. As a result, the November 6, 2018, General Municipal Election began the first phase of the City's transition to District-based City Council Member elections. This included Districts 1, 2, and 5. The November 3, 2020, General Municipal Election completed the City's transition to District-based City Council Member elections for Districts 3 and 4.
On March 1, 2022, in compliance with the Fair and Inclusive Redistricting for Municipalities and Political Subdivisions Act, the City Council adopted Ordinance No. 572-22, which revised boundaries for all Districts.
However, the existing terms for each District representative remained the same.
On September 5, 2023, the City Council adopted Ordinance No. 594-23, incorporating the annexation of the Murrieta Hills Specific Plan into District 1.
The California Elections Code (EC) §14052, known as the California Voter Participation Rights Act, provides that political subdivisions shall not hold an election other than on a statewide election date, if holding an election on a nonconcurrent date has previously resulted in a significant decrease in voter turnout. In addition, EC §10400 provides that whenever two or more elections are called to be held on the same day, in the same territory, or in territory that is in part the same, they may be consolidated upon the order of the governing body.
City Council representatives for Districts 3 and 4 will be elected for four years at the November 5, 2024, election. The incumbents for District Nos. three (3) and four (4) were elected in 2020; therefore are eligible for a second four (4) year term.
County of Riverside Consolidation Process
To commence the consolidation process, the County of Riverside requests that before June 28, 2024, the City CITY OF MURRIETA Printed on 6/13/2024Page 2 of 5
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Agenda Item No. 20.
To commence the consolidation process, the County of Riverside requests that before June 28, 2024, the City must submit to the County of Riverside Board of Supervisors and the Registrar-Recorder/County Clerk: 1) a resolution calling and giving notice of the November 5, 2024, Election to elect two City Council Members for Districts 3 and 4; 2) request consolidation with the Statewide General Election; and 3) set regulations pertaining to the candidate statements:
Resolution No. 24-4763 (Attachment 1): Calling for the Holding of a General Municipal Election to be Held on Tuesday, November 5, 2024, for the Purpose of Electing Certain Officers of Said City as Required by the Provisions of the Laws of the State of California Relating to General Law Cities; and, Other Election Matters as Required by Law, to include in the event of a tie vote, the tie will be determined by lot.
According to EC §12001, the local agency's governing body shall issue a proclamation or resolution calling the election, adopting Resolution No. 24-4763 meets that obligation. This resolution also provides the procedure to resolve a tie vote. EC §15651 provides that in the event two or more persons receive an equal amount of votes and the highest number of votes, upon the canvass of returns or recount by the court, the City Council can determine a tie vote by lot; or by conducting a special runoff election involving those candidates who received an equal number of votes and the highest number of votes.
Historically, in the event of a tie vote, the City Council has opted to resolve a tie vote by lot, which is included in Resolution No. 24-4763. If the City Council would prefer to hold a special runoff election in the case of tie votes, an alternate resolution and an estimate of the additional cost would be presented for City Council consideration at a later City Council meeting.
Resolution No. 24-4764 (Attachment 2): Requesting the Board of Supervisors of Riverside County to Consolidate a General Municipal Election to be Held on November 5, 2024, With the Statewide General Election to be Held on the Date Pursuant to §10403 of the California Election Code; and, Other Election Matters as Required by Law.
EC §10403, in part, provides that when an election is called by a city, at least 88 days before the date of the election, the city files with the Board of Supervisors and a copy with the elections official, a resolution of its governing board that 1) requests that the city election be consolidated with the statewide election; 2) sets forth the exact form of the question, proposition, or office to be voted upon at the election, as it is to appear on the ballot; and 3) acknowledges that the consolidated election will be held and conducted with procedures same as statewide election (EC §10418). The resolution requesting consolidation shall be adopted and filed at the same time as the adoption of the resolution calling the election. Furthermore, the names of the candidates to appear on the ballot shall be filed with the county elections official no later than 81 days before the election.
Adopting Resolution No. 24-4764 meets all applicable obligations.
Resolution No. 24-4765 (Attachment 3): Adopting Regulations for Candidates for Elective Office, Pertaining to, and Costs of, Candidate Statements Submitted to the Voters at the Consolidated General Municipal Election to be Held on Tuesday, November 5, 2024.
The final resolution of the consolidation process pertains to regulations and costs associated with candidate statements. According to EC §13307, each candidate for elective office may prepare a candidate's statement.
The statement may include the candidate's name, age, and occupation and a brief description, of no more than 200 words, of the candidate's education and qualifications expressed by the candidate. However, the local agency's governing body may authorize an increase in the limitations on words for the statement from 200 to 400 words.
It is optional for each candidate to submit a candidate statement. However, if the candidate chooses to include a statement in the sample ballot, Resolution No. 24-4765 stipulates that the candidate pays the costs involved in the form of a deposit when the nomination papers are filed. The County of Riverside will provide final costs CITY OF MURRIETA Printed on 6/13/2024Page 3 of 5
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Agenda Item No. 20.
in the form of a deposit when the nomination papers are filed. The County of Riverside will provide final costs following the Election; however, based on prior Elections, the deposit for printing each statement will be $400 for 200 words or $600 for 400 words.
The City Clerk is seeking direction on word count. Therefore, Resolution No. 24-4765 presents Option A or Option B. The only difference between both options is the word count.
City Clerk/Local Elections Official Responsibilities
With consolidation, the County of Riverside administers the Election, and the City Clerk is the City's Local Elections Official. The City Clerk retains specific legal and professional responsibilities as the Local Elections Official. Responsibilities include but are not limited to impartiality, public noticing, issuing and accepting nomination papers, candidate statement verification, public exam accessibility, deadline adherence, candidate notifications, and handling of Fair Political Practice Commission (FPPC) filings.
Nomination Period
Division 10, Part 2, Article 2. Nomination of Candidate of the California EC provides the nomination and nomination filing method. Based on EC §§10220 and 10224, the nomination period for the Election opens on Monday, July 15, 2024, at 8:00 AM and closes on Friday, August 9, 2024, at 5:00 PM. All potential candidates will pull and file nomination papers with the City's Local Elections Official/City Clerk during regular office hours, Monday through Friday, 8 AM-5 PM.
If an incumbent does not file, pursuant to EC §10225, the period for the district the incumbent did not file for is extended to Wednesday, August 14, 2024, at 5:00 PM. Incumbents may not file during this extended period.
The issuance and filing of nomination papers can be complex. To ensure clear instructions, the City Clerk will provide potential candidates with an initial 45-60-minute overview of the process during the nomination period.
The City Clerk will also provide a candidate handbook. This overview will include issuing nomination papers, qualifying as a candidate, FPPC filings, candidate statements, ballot designation regulations, etc. Therefore, the City Clerk will see potential candidates seeking to pull nomination papers by appointment. Following the initial overview and issuance of nomination papers, the City Clerk personally meets with potential candidates upon filing to ensure that all required documentation is received.
Election Outreach
The City Clerk's role as the City's Local Elections Official includes constituent outreach and education. The City Clerk's Election webpage is updated as part of general outreach, providing resources and dates for those interested.
To solicit candidates, the City Clerk will conduct a multi-media campaign, advertising with local City-affiliated groups, mailers, and various social media outlets, targeting, when feasible, residents in Districts 3 and 4.
In addition, an "Interested in Running for City Council?" presentation will be offered before the nomination period to better inform potential candidates of obligations before the nomination period, after becoming a qualified candidate, and as a Council Member.
FISCAL IMPACT
The City Clerk's FY 2024/25 operating budget for election services includes funding for general ledger account number 1102400-63520 at $120,000.
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Agenda Item No. 20.
The County of Riverside estimates the election cost for the two districts to be approximately $100,000.
After receiving the County of Riverside's invoice in 2025, the City Clerk will return to the City Council with a budget increase request (if needed).
ATTACHMENTS
1. Resolution No. 24-4763 Calling the Election
2. Resolution No. 24-4764 Consolidation the Election
3. Resolutions No. 24-4765 Candidate Statements (Options A and B) CITY OF MURRIETA Printed on 6/13/2024Page 5 of 5
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RESOLUTION NO. 24-4763
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA , CALLING FOR THE HOLDING OF A
GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY,
NOVEMBER 5, 202 4, FOR THE PURPOSE OF ELECTING CERTAIN
OFFICERS OF SAID CITY AS REQUIRED BY THE PROVISION S OF
THE LAWS OF THE STATE OF CALIFORNIA RELATING TO
GENERAL LAW CITIES ; AND, OTHER ELECTION MATTERS AS
REQUIRED BY LAW
WHEREAS, under the provisions of the laws relating to the general law cities in the State of California, a General Municipal Election shall be held on Tuesday, November 5, 2024, for the purpose of the election of two (2) Members of the City Council of the City of Murrieta, representing Districts 3 and 4, respectively, for the full term of four (4) years; and
WHEREAS, under the provisions of the Elections Code, the City Clerk of the City of Murrieta is the Elections Official in and for the City of Murrieta, for the General Municipal Election to be held and ordered for November 5, 2024, for the City of Murrieta under the provisions of applicable laws.
NOW, THEREFORE , THE CITY COUNCIL O F THE CITY OF MURRIE TA
CALIFORNIA, DOES RES OLVE, DECLARE, DETER MINE AND ORDER AS FOLLOWS:
Section 1. That pursuant to the requirements of the laws of the State of California relating to General Law Cities, there is called and ordered to be held in the City of Murrieta, California, on Tuesday, November 5, 2024 a General Municipal Election for the purpose of electing two (2) Members of the City Council of the City of Murrieta, representing District s 3 and 4 , respectively, for the full term of four (4) years.
Section 2. That pursuant to Elections Code 320, the City Council affirms that the City Clerk for the City of Murrieta is the Elections Official in and for the City of Murrieta, for the General Municipal Election called and ordered for November 5, 2024, as well as for subsequent general or special municipal elections held in or for the City of Murrieta under the provisions of the laws in the State of California.
Section 3. That the ballots to be used at the election shall be in form and content as required by law.
Section 4. That the City Clerk is authorized, instructed and directed to coordinate with the County of Riverside Registrar-Recorder/County Clerk to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary in order to properly and lawfully conduct the election.
745
Section 5. That the polls/voting sites for the election shall be open at such hours and on such days as determined by the Riverside Registrar-Recorder/County Clerk Recorder (Registrar of Voters) provided that the opening and closure of voting sites is conducted in accordance with Sections 10242, 14212, and 14401 of the Elections Code of the State of California.
Section 6. That in all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections.
Section 7. That notice of the time and place of holding the election is given and the City Clerk is authorized, instructed and directed to give further or additional notice of the election, in time, form, and manner as required by law.
Section 8. That in the event of a tie vote (if any two or more persons receive an equal and the highest number of votes for an office) as certified by the County of Ri verside Registrar- Recorder/County Clerk, the City Council, in accordance with Election Code § 15651(a), shall set a date and time and place and summon the candidates who have received the tie votes to appear and will determine the tie by lot.
Section 9. The City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid by the City upon presentation of a properly submitted bill.
Section 10. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
Section 11. This Resolution is effective on the day of its adoption.
PASSED, AND ADOPTED by the City Council of the City of Murrieta at a regul ar meeting thereof held on the 18th day of June 2024.
Lori Stone, Mayor
ATTEST:
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
Tiffany Israel, City Attorney
746
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, C alifornia, do hereby certify that the foregoing Resolution No. 2 4-4763 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 18th day of June, 2024, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
747
RESOLUTION NO. 24-4764
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA , REQUESTING THE BOARD OF
SUPERVISORS OF RIVERSIDE COUNTY TO CONSOLIDATE A
GENERAL MUNICIPAL ELECTION TO BE H ELD ON NOVEMBER 5,
2024, WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON SAME DATE PURSUANT TO §10403 OF THE CALIFORNIA ELECTION CODE; AND, OTHER ELECTION MATTERS AS REQUIRED BY LAW
WHEREAS, the City Council of the City of Murrieta called a General Municipal Election to be held on November 5, 2024 for the purpose of the election of t wo (2) Members of the City Council; and
WHEREAS, a Statewide General Election to be held in the County of Riverside has been or will be called to be held on November 5, 2024; and
WHEREAS, it is desirable that said General Municipal Election be consolidated with the Statewide General Election to be held on the same date and that within the City of Murrieta the precincts, polls/voting sites and election officers of the two elections be the same, and that the County Election Department of the County of Riverside canvass the returns of the General Municipal Election and that the election be held in all respects as if there were only one election.
NOW, THEREFORE , THE CITY COUNCIL O F THE CITY OF MURRIETA,
CALIFORNIA, DOES RES OLVE, DECLARE, DETER MINE AND ORDER AS FOLLOWS:
Section 1. That pursuant to the requirements of § 10403 of the Elections Code, t he Board of Supervisors of the County of Riverside is hereby re spectfully requested to consent and agree to the consolidation of said General Municipal Election with the Statewide General election on November 5, 2024, for the purpose of the election of two (2) Members of the City Council:
One Member of the City Council of the City of Murrieta, Representing District 3 One Member of the City Council of the City of Murrieta, Representing District 4
Section 2. That the City Clerk is authorized, instructed and directed to coordinate with the County of Riverside Clerk-Recorder to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary in order to properly and lawfully conduct the election.
Section 3. That the polls/voting sites for the election shall be open at such hours and on such days as determined by the County of Riverside, Registrar of Voters provided that the opening and closure of polls/voting sites is conducted in accordance with Sections 10242 and 14401 of the Elections Code of the State of California.
Section 4. That in all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections. 748
Section 5. That the County Election Department is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one election, and only one form of ballot shall be used.
Section 6. That the Boar d of Supervisors is requested to issue instructions to the County Election Department to take any and all steps necessary for the holding of the consolidated election.
Section 7. That the City of Murrieta recognizes that additional costs will be incurred by the County by reason of this consolidation and agrees to reimburse the County for any costs.
Section 8. That the City Clerk is hereby directed to file a certified copy of this Resolution and related election resolutions with the Board of Supervisors and the County Election Department of the County of Riverside.
Section 9. That the City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid by the City upon presentation of a proper ly submitted bill.
Section 10. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
Section 11. This Resolution is effective on the day of its adoption.
PASSED, AND ADOPTED by the City Council of the City of Murrieta at a regular meeting thereof held on the 18th day of June 2024.
Lori Stone, Mayor
ATTEST:
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
Tiffany Israel, City Attorney
749
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 2 4-4764 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 18th day of June, 2024, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
750
RESOLUTION NO. 24-4765
OPTION A
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA, ADOPTING REGULATIONS FOR
CANDIDATES FOR ELECTIVE OFFICE, PERTAINING TO, AND COSTS
OF, CANDIDATE STATEMENTS SUBMITTED TO THE VOTERS AT
THE CONSOLIDATED GENERAL MUNICIPAL ELECTION TO BE
HELD ON TUESDAY, NOVEMBER 5, 2024
WHEREAS, California Elections Code §13307 provides the governing body of any local agency shall adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of each candidate statement.
NOW, THEREFORE , THE CITY COUNCIL O F THE CITY OF MURRIETA,
CALIFORNIA, DOES RES OLVE, DECLARE, DETER MINE AND ORDER AS FOLLOWS:
Section 1. General Provisions . Pursuant to California Elections Code section 13307, each candidate for elective office to be voted for at the Consolidated General Municipal Election to be held in the City of Murrieta on November 5, 2024, may prepare a candidate's statement on an appropriate form provided by the City Clerk. Such st atement may include the name, age, and occupation of the candidate and a brief description, not exceeding 200 words, of the candidate's education and qualifications expressed by the candidate himself/herself. Such statement shall not include party affilia tion of the candidate, nor membership or activity in partisan political organizations. The statement shall be filed in typewritten form in the City Clerk’s Office at the time the candidate's nomination papers are filed. The statement may be withdrawn, bu t not changed, during the period for filing nomination papers and until 5:00 p.m. of the next working day after the close of the nomination period.
Section 2. Foreign Language Policy.
a. Pursuant to the Federal Voting Rights Act, candidates ’ statements will be translated into all languages as required by the County of Riverside . The County is required to translate candidates’ statements in the following language: Spanish
b. Candidates have the option to have their statement translated into another language and printed at an additional cost. Translation will be performed by the County of Riverside prior to publication.
c. The County will print and mail separate sample ballots and candidates’ statements in non- English languages (as required by the Federal Voting Rights Act) to only those voters who are on the county voter file as having requested a sample ballot in a particular language.
The County of Riverside will make the sample ballots and candidates statements in the required languages available at all polling/voting sites, on the County’s website, and in the Local Elections Official’s office.
751
Section 3. Payment.
A. Translations
a. Each candidate is required to pay for the cost of translating and printing his/her candidate statement in English and Spanish ( and any language as required by the Federal Voting Rights Act and/or State law) in the voters’ pamphlet.
B. Printing
a. The candidate shall be required to pay for the cost of printing the candidate ’s statement in English in the main voter pamphlet.
b. The candidate shall be required to pay for the cost of printing the candidate ’s statement in a foreign language requi red in (A) of Section 2 above, in the main voter pamphlet.
c. The candidate shall be required to pay for the cost of printing the candidate ’s statement in a foreign language requested by the candidate per subsection (B) of Section 2 above, in the main voter pamphlet.
d. The candidate shall be required to pay for the cost of printing the candidate ’s statement in a foreign language required by subsection (A) of Section 2 above, in the facsimile voter pamphlet.
The City Clerk /Riverside County Registrar of Voters shall estimate the total cost of printing, handling, translating, and mailing each candidate statement filed pursuant to this section, including costs incurred as a result of a candidate choosing to translate a statement into another language, and including costs incurred as a result of complying with the Voting Rights Act of 1965, as amended, and require each candidate filing a statement to pay in advance to the City of Murrieta his/her estimated pro rata share as a condition of having his /her statement included in the voters' pamphlet. The estimate is an approximation of the actual cost that varies from one election to another and the actual cost may be significantly more or less than the estimate, depending upon the actual number of candidates filing statements. Accordingly, the City Clerk is not bound by the estimate and may, on a pro rata basis, bill each candidate for additional actual expense, or refund any excess paid , depending upon the final actual cost. In the event of underpayment, the City Clerk shall require the candidate to pay the balance of the cost incurred. In the event of overpayment, within 30 days after the election, the City Clerk shall pro -rate the excess amount among the candidates and refund to each candidate his/her share of the excess amount.
Section 4. Additional Materials. No candidate is permitted to include additional materials in the sample ballot package.
Section 5. Miscellaneous.
a. All translations shall be provided by professionally -certified translators pursuant t o state and federal law.
b. The Elections Official shall permit capitalized words, italics, underlining, and bullets in accordance with California Elections Code §13307(b)(1) and the County of Riverside/Registrar of Voters.
752
c. The Elections Official shall com ply with all recommendations and standards set forth by the California Secretary of State regarding occupational designations and other matters relating to elections.
Section 6. The City Clerk shall provide each candidate , or his/her representative, a copy of this resolution at the time nominating petitions are issued.
Section 7. All previous resolutions establishing City Council policy on payment for candidate statements are hereby rescinded.
Section 8. This resolution applies only to the election to be held on November 5, 2024, and shall then be rescinded.
Section 9. That the City Clerk is hereby directed to file a certified copy of this Resolution with the Board of Supervisors and the County Election Department of the County of Riverside.
Section 10. The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
Section 11. Effective Date. This Resolution is effective on the day of its adoption.
PASSED, AND ADOPTED by the City Council of the City of Murrieta at a regular meeting thereof held on the 18th day of June 2024.
Lori Stone, Mayor
ATTEST:
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
Tiffany Israel, City Attorney
753
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 24 -4765 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 18th day of June, 2024, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
754
RESOLUTION NO. 24-4765
OPTION B
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA, ADOPTING REGULATIONS FOR
CANDIDATES FOR ELECTIVE OFFICE, PERTAINING TO, AND COSTS
OF, CANDIDATE STATEMENTS SUBMITTED TO THE VOTERS AT
THE CONSOLIDATED GENERAL MUNICIPAL ELECTION TO BE
HELD ON TUESDAY, NOVEMBER 5, 2024
WHEREAS, California Elections Code §13307 provides the governing body of any local agency shall adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of each candidate statement.
NOW, THEREFORE , THE CITY COUNCIL O F THE CITY OF MURRIETA,
CALIFORNIA, DOES RES OLVE, DECLARE, DETER MINE AND ORDER AS FOLLOWS:
Section 1. General Provisions . Pursuant to California Elections Code section 13307, each candidate for elective office to be voted for at the Consolidated General Municipal Election to be held in the City of Murrieta on November 5, 2024, may prepare a candidate's statement on an appropriate form provided by the City Clerk. Such st atement may include the name, age, and occupation of the candidate and a brief description, not exceeding 400 words , of the candidate's education and qualifications expressed by the candidate himself/herself. Such statement shall not include party affilia tion of the candidate, nor membership or activity in partisan political organizations. The statement shall be filed in typewritten form in the City Clerk’s Office at the time the candidate's nomination papers are filed. The statement may be withdrawn, bu t not changed, during the period for filing nomination papers and until 5:00 p.m. of the next working day after the close of the nomination period.
Section 2. Foreign Language Policy.
a. Pursuant to the Federal Voting Rights Act, candidates ’ statements will be translated into all languages as required by the County of Riverside . The County is required to translate candidates’ statements in the following language: Spanish
b. Candidates have the option to have their statement translated into another language and printed at an additional cost. Translation will be performed by the County of Riverside prior to publication.
c. The County will print and mail separate sample ballots and candidates’ statements in non- English languages (as required by the Federal Voting Rights Act) to only those voters who are on the County voter file as having requested a sample ballot in a particular language.
The County of Riverside will make the sample ballots and candidates ’ statements in the required languages available at all polling/voting sites, on the County’s website, and in the Local Elections Official’s office.
755
Section 3. Payment.
A. Translations
a. Each candidate is required to pay for the cost of translating and printing his/her candidate statement in English and Spanish ( and any language as required by the Federal Voting Rights Act and/or State law) in the voters’ pamphlet.
B. Printing
a. The candidate shall be required to pay for the cost of printing the candidate ’s statement in English in the main voter pamphlet.
b. The candidate shall be required to pay for the cost of printing the candidate ’s statement in a foreign language requi red in (A) of Section 2 above, in the main voter pamphlet.
c. The candidate shall be required to pay for the cost of printing the candidate ’s statement in a foreign language requested by the candidate per subsection (B) of Section 2 above, in the main voter pamphlet.
d. The candidate shall be required to pay for the cost of printing the candidate ’s statement in a foreign language required by subsection (A) of Section 2 above, in the facsimile voter pamphlet.
The City Clerk /Riverside County Registrar of Voters shall estimate the total cost of printing, handling, translating, and mailing each candidate statement filed pursuant to this section, including costs incurred as a result of a candidate choosing to translate a statement into another language, and including costs incurred as a result of complying with the Voting Rights Act of 1965, as amended, and require each candidate filing a statement to pay in advance to the City of Murrieta his/her estimated pro rata share as a condition of having his /her statement included in the voters' pamphlet. The estimate is an approximation of the actual cos t that varies from one election to another and the actual cost may be significantly more or less than the estimate, depending upon the actual number of candidates filing statements. Accordingly, the City Clerk is not bound by the estimate and may, on a pro rata basis, bill each candidate for additional actual expense , or refund any excess paid , depending upon the final actual cost. In the event of underpayment, the City Clerk shall require the candidate to pay the balance of the cost incurred. In the eve nt of overpayment, within 30 days after the election, the City Clerk shall pro -rate the excess amount among the candidates and refund to each candidate his/her share of the excess amount.
Section 4. Additional Materials. No candidate is permitted to incl ude additional materials in the sample ballot package.
Section 5. Miscellaneous.
a. All translations shall be provided by professionally -certified translators pursuant to state and federal law.
b. The Elections Official shall permit capitalized words, italics, underlining, and bullets in accordance with California Elections Code §13307(b)(1) and the County of Riverside/Registrar of Voters.
756
c. The Elections Official shall comply with all recommendations and standards set forth by the California Secretary o f State regarding occupational designations and other matters relating to elections.
Section 6. The City Clerk shall provide each candidate , or his/her representative, a copy of this resolution at the time nominating petitions are issued.
Section 7. All previous resolutions establishing City Council policy on payment for candidate statements are hereby rescinded.
Section 8. This resolution applies only to the election to be held on November 5, 2024, and shall then be rescinded.
Section 9. That the City Clerk is hereby directed to file a certified copy of this Resolution with the Board of Supervisors and the County Election Department of the County of Riverside.
Section 10. The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
Section 11. Effective Date. This Resolution is effective on the day of its adoption.
PASSED, AND ADOPTED by the City Council of the City of Murrieta at a regular meeting thereof held on the 18th day of June 2024.
Lori Stone, Mayor
ATTEST:
Cristal McDonald, City Clerk
APPROVED AS TO FORM:
Tiffany Israel, City Attorney
757
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§
CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify that the foregoing Resolution No. 24 -4765 was duly passed and adopted by the City Council of the City of Murrieta at the regular meeting thereof, held on the 18th day of June, 2024, and was signed by the Mayor of the said City, and that the same was passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Cristal McDonald, City Clerk
758
Calling the November 5, 2024,
General Municipal Election
for Districts Nos. 3 and 4
Cristal McDonald, City Clerk
June 18, 2024
Received After Agenda Printed
6/18/2024 - Regular Meeting
AGENDA ITEM 20
Presentation
759
2 District Nos. 3 & 4
760
3 • Murrieta Municipal Code Chapter 1.20
• 2017 Transition to By-District Elections
• 2021 FAIR MAPS Act Redistricting
• 2023 Annexation of the Murrieta Hills Specific Plan
Background
761
4 • 2020 – General Municipal Election for District Nos. 3 and 4 • 2021 – Appointment of District 5 Representative due to vacancy • 2022 – General Municipal Election for District Nos. 1,2, and 5 • 2022 – Appointment to the District 1 Office and canceling the election for the District 1 Office
• 2024 – Upcoming General Municipal Election for District Nos. 3 and 4 Background - Prior Elections
762
County of Riverside
Consolidation Process
Deadline: June 28, 2024
• Resolution No. 24-4763
• Resolution No. 24-4764
• Resolution No. 24-4765
763
6 A Resolution of the City Council of the City of Murrieta, California, Calling for the Holding of a General Municipal Election to be Held on Tuesday, November 5, 2024, for the Purpose of Electing Certain Officers of Said City as Required by the Provisions of the Laws of the State of California Relating to General Law Cities; and, Other Election Matters as Required by Law
Purpose:
• Calls the Election
• Procedure to resolve tie vote
• Affirms City Clerk as Local Election's Official
Resolution No. 24- 4763
764
7 A Resolution of the City Council of the City of Murrieta, California, Requesting the Board of Supervisors of Riverside County to Consolidate a General Municipal Election to be Held on November 5, 2024, with the Statewide General Election to be Held on Same Date Pursuant to §10403 of the California Election Code and Other Election Matters as Required by Law
Purpose:
• Requests consolidation with the County
• Set which office is to be voted for
• Acknowledges process of the consolidation will be held as the same procedures of the statewide election.
Resolution No. 24- 4764
765
8 A Resolution of the City Council of the City of Murrieta, California, Adopting Regulations for Candidates for Elective Office, Pertaining to, and Costs of, Candidate Statements Submitted to the Voters at the Consolidated General Municipal Election to be Held on Tuesday, November 5, 2024
Purpose:
• Regulations for Candidate Statements
• Candidate Statements are optional, and the cost is the responsibility of the candidate:
200 words ~ $400 (Option A)*
400 words ~ $600 (Option B)*
• Translation cost TBD
* Estimates based on the past cost trends from 2020 and 2022 Resolution No. 24- 4765
766
City Clerk/Local Elections Official
Responsibilities
• Nomination Period
• Election Outreach
767
10 California Elections Code §10220
• Not earlier than the 113th day nor later than the 88th day before a municipal election during normal office hours, as posted, the voters may nominate candidates for election by signing a nomination paper.
California Elections Code §10224
• All nomination papers shall be filed with the city elections official during regular business hours as posted, not later than the 88th day before the election.
Nomination Period
July 15 (8:00 A.M.) through August 9, 2024 (5:00 P.M.)
768
11 Extension of Nomination Period
California Elections Code §10225
Incumbents Eligible for Reelection
• District 3 – End of First Term 2024
• District 4 – End of First Term 2024
Deadline extended to Wednesday, August 14, 2024, at 5:00 P.M.
ONLY IF INCUMBENT DOES NOT FILE
769
12 • Schedule Appointment
• Contact the City Clerk at (951) 461-6031, (951) 461-6030 or [email protected]
• Expect 30-45 minutes
• Qualifications
• Official nomination paper issued
• Additional filing requirements
Pulling Nomination Papers
(July 15 – August 9, 2024)
770
13 • Schedule Appointment OR Walk-In
• Contact the City Clerk at (951) 461-6031, (951) 461-6030 or [email protected]
• Schedule appointment at the conclusion of pulling Nomination Papers • Expect 30-45 minutes
• Confirm and review all required paperwork
• Affidavit of Nominee & Oath/Affirmation of Nominee is given • Voter signature verification
process begins
Filing Nomination Papers
(July 15 – August 19, 2024)
771
Election Outreach
772
15 • Attend events
• Social Media
• Signage
• Candidate Forums
• First Time Voters Academy
Election Outreach
773
16 County Partnership
City Clerk Participation
• Permanent Ballot Boxes
• Election Observer Panel
• Local Voting Accessibility Advisory
Committee
• Vote By Mail Drop off Sites and Vote
Centers
Designated Vote Sites
• City Hall (Vote by Mail Drop Off Site)
• Murrieta Public Library (Vote Center
and Vote by Mail Drop Off Site)
• Fire Station No. 4 (Vote Center and
Vote by Mail Drop Off Site)
774
17 775
18 • Candidate Resources
• Noticing
• Nomination Papers Issued (Updated within 24 hours)
• Campaign Filings
City website
776
19 • To be held the week of 7/8
• More thorough what to expect
Interested in Running for
City Council or
Commissions?
777
20 • Adopt Resolution No. 24-4763 entitled: A Resolution of the City Council of the City of Murrieta, California, Calling for the Holding of a General Municipal Election to be Held on Tuesday, November 5, 2024, for the Purpose of Electing Certain Officers of Said City as Required by the Provisions of the Laws of the State of California Relating to General Law Cities; and, Other Election Matters as Required by Law, to include in the event of a tie vote, the tie will be determined by lot; and • Adopt Resolution No. 24-4764 entitled: A Resolution of the City Council of the City of Murrieta, California, Requesting the Board of Supervisors of Riverside County to Consolidate a General Municipal Election to be Held on November 5, 2024, with the Statewide General Election to be Held on Same Date Pursuant to §10403 of the California Election Code and Other Election Matters as Required by Law; and • Adopt Resolution No. 24-4765 (OPTION A – 200 words OR OPTION B – 400 words) entitled: A Resolution of the City Council of the City of Murrieta, California, Adopting Regulations for Candidates for Elective Office, Pertaining to, and Costs of, Candidate Statements Submitted to the Voters at the Consolidated General Municipal Election to be Held on Tuesday, November 5, 2024; OR • Direct the City Clerk to fulfill any administrative requirements in accordance with the law.
Recommendation
778
Calling the November 5, 2024,
General Municipal Election
for Districts Nos. 3 and 4
Cristal McDonald, City Clerk
June 18, 2024
779
22 780
23 781
CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No.
Subject:
GOVERNING BODY ANNOUNCEMENTS - Received After Agenda Printed CITY OF MURRIETA Printed on 8/7/2024Page 1 of 1
powered by Legistar™
782
MURRIETA CITY COUNCIL
Governing Body Announcements
Mayor Stone
June 18, 2024
Received After Agenda Printed
6/18/2024 - Regular Meeting
GOVERNING BODY ANNOUNCEMENTS
Presentation
783
Governing Body Announcements:
Mayor Stone
[email protected]
June 12, 2024 Attended the Evening of Innovation event.
June 13, 2024 Attended the Murrieta/Wildomar Chamber of Commerce Networking Breakfast.
June 18, 2024 Attended the Murrieta Police Department’s Swearing In Ceremony. 784
Governing Body Announcements:
Mayor Stone
[email protected]
June 13, 2024 Attended the Oak Grove Rock the Oaks event. 785
Governing Body Announcements:
Mayor Stone
[email protected]
June 14, 2024 Attended Salute To The Elected event:
786
Governing Body Announcements:
Mayor Stone
[email protected]
June 15, 2024 Attended Murrieta’s 53rd Annual Fathers Day Car Show. 787
Governing Body Announcements:
Mayor Stone
[email protected]
Various Dates: Attended the Murrieta Police Department’s dispatch.
Attended the Family Fest in Lake Elsinore.
Attended the Colony State of the City.
Attended the Father’s Day Luncheon with Seniors.
Participated in a podcast.
Attended the Rotary Ignite conference.
788
Governing Body Announcements:
Mayor Stone
[email protected]
Various Dates: Attended the San Marcos higher education fundraiser.
Met with Kim Gerrish.
Met with consultant/applicant on an appeal project.
789
MURRIETA CITY COUNCIL
Governing Body Announcements
Mayor Pro Tem Warren
June 18, 2024
Received After Agenda Printed
6/18/2024 - Regular Meeting
GOVERNING BODY ANNOUNCEMENTS
Presentation
790
Governing Body Announcements:
Mayor Pro Tem Warren
[email protected]
June 13, 2024 Attended the Murrieta/Wildomar Chamber of Commerce Networking Breakfast. 791
Governing Body Announcements:
Mayor Pro Tem Warren
[email protected]
June 13, 2024 Attended the Murrieta Police Department’s Promotion and Swearing In Ceremony.
June 14, 2024 Attended the Salute To The Elected Officials dinner.
June 15, 2024 Checked out the new Trader Joe’s Murrieta location. 792
Governing Body Announcements:
Mayor Pro Tem Warren
[email protected]
June 15, 2024 Attended Murrieta’s 53rd Annual Father’s Day Car Show – picked the Mayor’s Choice Winner.
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MURRIETA CITY COUNCIL
Governing Body Announcements
Council Member Holliday
June 18, 2024
Received After Agenda Printed
6/18/2024 - Regular Meeting
GOVERNING BODY ANNOUNCEMENTS
Presentation
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Governing Body Announcements:
Council Member Holliday
[email protected]
June 12, 2024 Enjoyed an Evening of Innovation thanks to the Murrieta Chamber of Commerce and the Murrieta Innovation Center.
June 13, 2024 Attended the Murrieta/Wildomar Chamber of Commerce Networking Breakfast at The Cove Bar and Grill.
June 13, 2024 Observed the Murrieta Police Department’s Promotion and Swearing In Ceremony at City Hall.
June 14, 2024 Attended the Salute To The Elected special event by the Lake Elsinore Chamber of Commerce.
June 15, 2024 Thoroughly enjoyed looking at all the amazing cars at Murrieta’s 53 rd Annual Father’s Day
Car Show.
June 18, 2024 Supported our neighboring City by attending the Menifee Police Department’s Awards and Swearing In Ceremony.
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