PALM DESERT CITY COUNCIL
MEETING AGENDA
Thursday, June 27, 2024
3:30 p.m.
Council Chamber, City Hall
73-510 Fred Waring Drive
Palm Desert, California
This is a joint meeting of the Palm Desert City Council, Successor Agency to the Palm Desert Redevelopment Agency, Palm Desert Housing Authority and the Palm Desert Board of Library Trustees. Pursuant to Assembly Bill 2449, this meeting may be conducted as a hybrid meeting allowing public access via teleconference or in person, and up to two Councilmembers may attend remotely.
WATCH THE MEETING LIVE: Watch the City Council meeting live at the City’s website:
www.palmdesert.gov under the “Council Agenda” link at the top of the homepage, or on the City’s YouTube Channel.
OPTIONS FOR PARTICIPATING IN THIS MEETING:
If unable to attend the meeting in person, you may choose from the following options:
OPTION 1: VIA EMAIL
Send your comments by email to: [email protected].
Emails received prior to 10:00 a.m. on the day of the City Council meeting will be made part of the record and distributed to the City Council. Emails will not be read aloud at the meeting.
OPTION 2: LIVE VIA ZOOM
Access via palmdesert.gov/zoom or zoom.us, click “Join Meeting” and enter Webinar ID 833 6744 9572.
1. OPTION 3: LIVE VIA TELEPHONE
1. (213) 338-8477 and enter Meeting ID 833 6744 9572 followed by #.
2. Indicate that you are a participant by pressing # to continue.
During the meeting, press *9 to add yourself to the queue and wait for the Mayor or City Clerk to announce your name/phone number. Press *6 to unmute your line and limit your comments to three minutes.
3. Pages
1. CALL TO ORDER - CLOSED SESSION - 3:30 P.M.
2. PUBLIC COMMENT FOR CLOSED SESSION ITEMS ONLY
This time has been set aside for members of the public to address the City Council on items contained only on the Closed Session Agenda within the threeminute time limit. Speakers may utilize one of the three options listed on the first page of this agenda.
3. RECESS TO CLOSED SESSION
4. CLOSED SESSION AGENDA
The following items will be considered in closed session:
RECOMMENDATION:
The following items were considered in closed session:
4.a Closed Session Meeting Minutes: April 25, 2024
4.b Conference with Real Property Negotiations pursuant to Government Code Section 54956.8
4.b.1 Property Description: Approx. 8 acres located at northwest corner of Desert Willow Drive and Country Club Drive (portions of APN(s) 620- 370-002, -003, -004, -017, -018, -020, -033 and -043)
Agency: City of Palm Desert
Agency Negotiator: Todd Hileman/Chris Escobedo/Eric Ceja Negotiating Parties: Blieu Companies
Under Negotiation: Price and Terms
5. ROLL CALL - REGULAR MEETING - 4:00 P.M.
6. PLEDGE OF ALLEGIANCE
Councilmember Nestande
7. INSPIRATION
Councilmember Trubee
8. REPORT OF CLOSED SESSION
City Attorney Shah
9. AWARDS, PRESENTATIONS, AND APPOINTMENTS
10. CITY MANAGER COMMENTS
11. MAYOR/COUNCILMEMBER REPORTS AND REQUESTS FOR ACTION
12. NONAGENDA PUBLIC COMMENTS
This time has been set aside for the public to address the City Council on issues that are not on the agenda for up to three minutes. Speakers may utilize one of the three options listed on the first page of the agenda. Because the Brown Act does not allow the City Council to act on items not listed on the agenda, members may briefly respond or refer the matter to staff for a report and recommendation at a future meeting.
City Council Meeting
2 13. CONSENT CALENDAR
All matters listed on the Consent Calendar are considered routine and may be approved by one motion. The public may comment on any items on the Consent Agenda within the three-minute time limit. Individual items may be removed by the City Council for a separate discussion.
RECOMMENDATION:
To approve the consent calendar as presented.
13.a APPROVAL OF CITY COUNCIL, SUCCESSOR AGENCY, AND
HOUSING AUTHORITY MINUTES
15 RECOMMENDATION:
Approve the Minutes of May 30, June 4, and June 13, 2024.
13.b APPROVAL OF WARRANT REGISTERS 19
RECOMMENDATION:
Approve the warrant registers issued for the period 6/01/2024 to 6/14/2024.
13.c AWARD CONTRACT TO CLARION ASSOCIATES OF DENVER,
COLORADO, TO CREATE A UNIFIED DEVELOPMENT CODE FOR THE
CITY IN AN AMOUNT NOT TO EXCEED $428,080 AND APPROPRIATE
FUNDS FROM RESERVES
51 RECOMMENDATION:
Award contract to Clarion Associates of Denver, CO, to complete a comprehensive amendment to the City’s Zoning Ordinance and create a Unified Development Code in an amount not to exceed $428,080.
1. Appropriate $428,080 from unassigned General Fund Reserve monies to Account No. 1104470-4305000 for Fiscal Year 2024-25.
2. Authorize the City Attorney to make any necessary non-monetary changes to the agreement.
3. Authorize the City Manager to execute said agreement and contract amendments per Palm Desert Municipal Code Section
3.30.170.
4. 13.d APPROVE AMENDMENT NO. 3 TO CONTRACT NO. C37610 WITH
WILLDAN FINANCIAL SERVICES FOR COMPREHENSIVE USER FEE
STUDY AND COST ALLOCATION PLAN
87 RECOMMENDATION:
Approve Amendment No. 3 to Contract No. C37610 with Willdan Financial Services for comprehensive user fee study and cost allocation plan, extending the contract term through December 31, 2024.
1. Authorize the City Attorney to make any necessary, non-monetary changes to the agreement.
2. 3. Authorize the City Manager to execute the requested amendment.
City Council Meeting
3 13.e APPOINT AND REAPPOINT APPLICANTS TO THE CITY OF PALM DESERT’S ESTABLISHED BOARDS, COMMISSIONS, COMMITTEES,
AND TASKFORCES (“APPOINTED BODIES”)
93 RECOMMENDATION:
Appoint/Reappoint the individuals, as outlined in the staff report, to serve on the City of Palm Desert’s appointed bodies for the term of July 1, 2024, through June 30, 2028, except as noted.
13.f APPROVE AMENDMENT NO. 1 TO CONTRACT C45420 FOR ANNUAL
FUNDING AND PARTICIPATION WITH THE COACHELLA VALLEY
ECONOMIC PARTNERSHIP
97 RECOMMENDATION:
Approve Amendment No. 1 to Contract C45420 providing $25,000 for Fiscal Year 2024/25 and Fiscal Year 2025/26 for participation and funding with the Coachella Valley Economic Partnership (CVEP).
1. Direct the City Attorney to make any non-substantive changes to the contract.
2. 3. Direct the City Manager to execute the contract amendment.
13.g APPROVE CITY SPONSORSHIP AND OUTSIDE AGENCY FUNDING FOR FISCAL YEAR 2024-25
103
RECOMMENDATION:
Approve Community Sponsorship Awards in the amount of
$539,500 to the agencies listed herein with associated restrictions and conditions, including confirmation of events prior to distribution, if applicable.
1. Approve Outside Agency Funding Awards in the amount of $521,000 to the agencies listed herein with associated restrictions and conditions, including confirmation of event prior to distribution, if applicable.
2. Approve increase FY 2024-25 Proposed Annual Budget in the amount of $96,000 to the appropriate General Fund Contributions account numbers, as detailed in this report.
3. Authorize the City Manager or designee to consider alternative requests during the year provided the request is consistent with the original request.
4. Pending approval of the FY 2024-25 City of Palm Desert Annual Budget, authorize the City Manager or designee to execute any documents necessary to effectuate the actions taken herewith.
5. City Council Meeting
4 13.h RATIFICATION OF MULTIPLE VENDOR CONTRACTS FOR
ADDITIONAL SERVICES FOR THE HOUSING AUTHORITY
PROPERTIES, IN THE AGGREGATE AMOUNT NOT TO EXCEED
$124,729
135
RECOMMENDATION:
Ratify the authorization of an increase to Garland/DBS, Inc., Southwest Protective Services, Inc., and Victor G. Peloquin dba Exclusive Pest Control Services, contracts for additional services in the amount of $72,000, $37,116, $15,613, respectively in Fiscal Year 2023/24, to support the operations at the Housing Authority properties in the aggregate amount not to exceed $124,729.
1. Authorize an increase in the annual not to exceed extra work amount of $25,000 for Victor G. Peloquin dba Exclusive Pest Control Services for the remaining contract term.
2. Authorize the Executive Director or his designee to take any necessary actions to facilitate execution of amended agreements with the multiple vendors and any documents necessary to effectuate the actions taken herewith.
3. 13.i AWARD A CONTRACT TO ARCHITECTURAL RESOURCES GROUP OF
LOS ANGELES, CALIFORNIA, TO COMPLETE A HISTORIC CONTEXT
STATEMENT AND CITY-WIDE HISTORIC RESOURCES SURVEY IN AN AMOUNT NOT TO EXCEED $82,700
163
RECOMMENDATION:
Award a contract to Architectural Resources Group of Los Angeles, CA, to complete a Historic Context Statement and CityWide Historic Resources Survey in an amount not to exceed $82,700.
1. Authorize appropriation from unassigned General Fund reserves to Account No. 1104470-4300500 in FY 2024-25.
2. Authorize the City Manager to review and approve written contract amendment and change order requests for unanticipated
conditions per Section 3.30.170 of the Palm Desert Municipal Code.
3. Authorize the City Attorney to make any necessary non-monetary changes to the agreement.
4. 5. Authorize the City Manager to execute said agreement.
13.j ACCEPT CONTRACT NO. C44440 AS COMPLETE FOR THE TRAFFIC SIGNAL HARDWARE UPGRADE (PROJECT NO. MTS00002)
209
RECOMMENDATION:
Accept Contract No. C44440 with Econolite Systems, Inc., of Anaheim, California, for the Traffic Signal Hardware Upgrade as complete and authorize the City Clerk to file the Notice of Completion.
1. Authorize the City Manager to execute and the City Clerk to file the Notice of Completion.
2. City Council Meeting
5 13.k INTRODUCE AN ORDINANCE AMENDING PALM DESERT MUNICIPAL CODE CHAPTER 2.36 RELATED TO PROCEDURES FOR THE
CONDUCT OF MEETINGS
213
RECOMMENDATION:
Introduce an Ordinance entitled “AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING CHAPTER 2.36, PROCEDURE OF THE CONDUCT OF MEETINGS.”
13.l AMENDMENT NO. 3 TO CONTRACT NO. A43790 WITH FG CREATIVE
FOR PALM DESERT AQUATIC CENTER MARKETING SERVICES
219
RECOMMENDATION:
Approve Amendment No. 3 to Contract No. A43790 with FG
Creative for Palm Desert Aquatic Center Marketing Services, extending the contract through June 30, 2025, and increasing total annual compensation to an amount not to exceed $100,000.
1. Authorize the City Attorney to make necessary nonmonetary changes to the contract.
2. Authorize the City Manager to execute the contract on behalf of the City.
3. 13.m RATIFY CITY MANAGER APPROVAL OF LIBRARY REPAIR
CONTRACTS NOT TO EXCEED $35,222 TO MULTIPLE VENDORS TO
BE REIMBURSED BY DESERT COMMUNITY COLLEGE DISTRICT
255
RECOMMENDATION:
Ratify City Manager approval of contracts not to exceed $35,222 to multiple vendors for necessary facility repairs at library building on Desert Community College District (DCCD) campus to be reimbursed by DCCD upon completion.
1. Authorize appropriation of $35,222 from unobligated Library Capital Project Funds to Account No. 4524136-4400100.
2. Authorize the City Manager to execute any documents necessary to effectuate this action.
3. Authorize the City Attorney to make any necessary non-monetary changes to documents.
4. 13.n RESOLUTION ADOPTING THE PALM DESERT LOCAL HAZARD
MITIGATION PLAN ANNEX FROM THE RIVERSIDE COUNTY
OPERATIONAL AREA MULTI-JURISDICTIONAL LOCAL HAZARD
MITIGATION PLAN
261
RECOMMENDATION:
Adopt a Resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF PALM DESERT, CALIFORNIA, ADOPTING THE PALM
DESERT LOCAL HAZARD MITIGATION PLAN ANNEX FROM THE
RIVERSIDE COUNTY OPERATIONAL AREA MULTI-JURISDICTIONAL
LOCAL HAZARD MITIGATION PLAN.”
City Council Meeting
6 13.o APPROVE AN AGREEMENT WITH SUNLINE TRANSIT AGENCY FOR
BUS SHELTER MAINTENANCE IN AN AMOUNT NOT TO EXCEED
$97,383 PER FISCAL YEAR
341
RECOMMENDATION:
Approve a one-year agreement plus extensions, with Sunline Transit Agency for the annual maintenance of the City of Palm Desert’s bus shelters in an amount not to exceed $97,383 per fiscal year.
1. Authorize the City Attorney to make any necessary non-monetary changes to the agreement.
2. Authorize the City Manager to review and approve written contract amendments and change order requests for unanticipated
conditions per Section 3.30.170 of the Palm Desert Municipal Code.
3. Authorize the City Manager to execute the service provider agreement.
4. 13.p ADOPT RESOLUTION IN RECOGNITION OF LGBTQ PRIDE MONTH 363 RECOMMENDATION:
Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A POLICY RELATED TO LGBTQ PRIDE MONTH COMMEMORATIONS.”
13.q APPROVE RESOLUTION ADOPTING POLICY NUMBERS 001-013,
COLLECTIVELY REFERRED TO AS THE PALM DESERT LIBRARY
POLICY MANUAL
367
RECOMMENDATION:
Approve a Resolution entitled, “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
ADOPTING LIBRARY POLICIES”.
1. Authorize the City Manager, through the Library Services Director, to uphold and enforce the policy terms.
2. 13.r AWARD CONTRACTS TO MULTIPLE VENDORS FOR PURCHASE OF LIBRARY MATERIALS FOR FY 2024-25
393
RECOMMENDATION:
Award contracts in substantial form, for books and library materials with Brodart Company, Ingram Content Group, Midwest Tape, Baker & Taylor, and Barnes & Noble, for a period of one (1) year, plus (2) additional one-year terms, in an aggregate amount not to exceed $350,000 per fiscal year
1. Authorize the City Attorney to make non-monetary changes and the City Manager to execute said agreements.
2. Authorize the City Manager to review and approve written contract amendments and any documents necessary to effectuate the actions taken herewith.
3. City Council Meeting
7 13.s LETTER OF SUPPORT FOR SENATE JOINT RESOLUTION 16,
CHUCKWALLA NATIONAL MONUMENT AND THE JOSHUA TREE
NATIONAL MONUMENT
489
RECOMMENDATION:
Ratify issuance of a letter of support for Senate Joint Resolution 16 (Padilla) related to the establishment of the Chuckwalla National Monument.
13.t RECEIVE AND FILE OF HOUSING COMMISSION MEETING MINUTES 497 RECOMMENDATION:
Receive and file the Housing Commission meeting minutes of May 8, 2024.
14. ACTION CALENDAR
The public may comment on individual Action Items within the three-minute time limit. Speakers may utilize one of the three options listed on the first page of the agenda.
14.a APPROVE CONTRACT WITH FEHR & PEERS FOR THE PREPARATION
OF A GENERAL PLAN AMENDMENT TO THE MOBILITY ELEMENT IN
AN AMOUNT NOT TO EXCEED $139,076
503
RECOMMENDATION:
Approve contract with Fehr & Peers of Walnut, California, to prepare a General Plan Amendment to the Mobility Element in an amount not to exceed $139,076.
1. Appropriate $139,076 from unassigned General Fund reserve monies to Account No. 1104470-4305000 in FY 2024-25.
2. Authorize the City Attorney to make any necessary non-monetary changes to the contract.
3. 4. Authorize the City Manager to execute said contract.
14.b RESOLUTIONS TO APPROVE THE MANAGEMENT DISTRICT PLAN
AND ORDER THE LEVY AND COLLECTION OF ASSESSMENTS
WITHIN THE PRESIDENT’S PLAZA I PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT FOR FISCAL YEAR 2024-25
551
RECOMMENDATION:
Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
APPROVING AND ADOPTING THE MANAGEMENT DISTRICT
PLAN FOR THE PRESIDENT’S PLAZA I PROPERTY AND
BUSINESS IMPROVEMENTS DISTRICT FOR FISCAL YEAR
2024-25.”
1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS
FOR THE PRESIDENT'S I PLAZA PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT FOR FISCAL YEAR 2024-25.”
2. City Council Meeting
8 14.c RESOLUTIONS TO APPROVE THE MANAGEMENT DISTRICT PLAN
AND ORDER THE LEVY AND COLLECTION OF ASSESSMENTS
WITHIN THE PRESIDENT’S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT FOR FISCAL YEAR 2024-25
585
RECOMMENDATION:
Adopt a Resolution entitled “RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
APPROVING THE MANAGEMENT DISTRICT PLAN FOR THE
PRESIDENT’S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT ASSESSMENT DISTRICT, FISCAL YEAR 2024-
25.”
1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS
FOR THE PRESIDENT’S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT ASSESSMENT DISTRICT, FISCAL YEAR 2024-
25.”
2. 14.d AWARD CONTRACT TO WILLDAN ENGINGEERING, BUREAU VERITAS NORTH AMERICA, AND INTERWEST CONSULTING GROUP FOR ONCALL PLAN REVIEW AND INSPECTION SUPPORT SERVICES 613
RECOMMENDATION:
Award on-call contracts to Willdan Engineering, Bureau Veritas North America, Inc., and Interwest Consulting Group, Inc. to provide on-call plan review and inspection support services to the Development Services Department for a period of one (1) year with the option for two (2) additional one-year terms in an amount not to exceed $300,000 per year in aggregate.
1. Authorize the City Attorney to make any necessary non-monetary changes to the agreement.
2. Authorize the City Manager to execute said agreements and extensions.
3. 15. PUBLIC HEARINGS
The public may comment on individual Public Hearing Items within the threeminute time limit. The applicant or appellant will be provided up to five minutes to make their presentation. Speakers may utilize one of the three options listed on the first page of this agenda.
City Council Meeting
9 15.a APPEAL OF THE BUILDING BOARD OF APPEALS DETERMINATION OF THE CHIEF BUILDING OFFICIAL’S APPLICATION OF THE 2022 CALIFORNIA RESIDENTIAL CODE, SECTION R310.1 (EMERGENCY
ESCAPE AND RESCUE)
767
RECOMMENDATION:
Find that this report, including attachments, and any additional evidence provided at the hearing provides satisfactory evidence that the Chief Building Official’s determination was correct.
1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
UPHOLDING THE BUILDING BOARD OF APPEALS
DETERMINATION FOR 239 SERENA DRIVE, PALM DESERT,
CALIFORNIA, FOR THE USE OF THE DEN AS A SLEEPING
ROOM AND MAKING FINDINGS IN SUPPORT THEREOF.”
2. 15.b APPROVAL OF RESOLUTIONS RELATED TO THE ADOPTION OF THE FISCAL YEAR (FY) 2024-25 FINANCIAL PLAN AND CAPITAL
IMPROVEMENT PROGRAM
927
RECOMMENDATION:
Conduct a Joint Public Hearing and accept public comment on the proposed City and Housing Authority Financial Plan including the Capital Improvement Program (CIP).
1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR
JULY 1, 2024 THROUGH JUNE 30, 2025 AND CAPITAL
IMPROVEMENT PROGRAM FOR FISCAL YEARS 2024-25
THROUGH 2028-29,” and authorizing the use of General Fund reserves, to the extent needed, to cover any revenue shortfall.
2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE
FISCAL YEAR 2024-25.”
3. Adopt a Resolution entitled “A RESOLUTION OF THE PALM
DESERT HOUSING AUTHORITY OF PALM DESERT,
CALIFORNIA, ADOPTING THE HOUSING AUTHORITY’S
FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2024
THROUGH JUNE 30, 2025.”
4. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND
REPLACING RESOLUTION NOS. 2024-006, ADOPTING
AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS,
SALARY SCHEDULE, AND SALARY RANGES INCLUDED
HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1,
2024.”
5. Approve FY 2024-25 Out-of-State Travel as outlined in the staff report/memorandum.
6. City Council Meeting
10 15.c APPROVE OUTSIDE AGENCY FUNDING COMMITTEE
RECOMMENDATIONS FOR FISCAL YEAR 2024-25 COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) ACTION PLAN
973
RECOMMENDATION:
Conduct a public hearing and accept public comment related to the Community Development Block Grant (“CDBG”) Program
proposed, Annual Action Plan (FY 2024-25).
1. Approve Outside Agency Funding Committee (“Committee”) recommendations for FY 2024-25 CDBG award of subrecipients, Programs and/or Projects and funding amounts as proposed.
2. Approve the use of the FY 2024-25 CDBG funding allocation awarded to the City of Palm Desert (“City”) by the U.S. Department of Housing and Urban Development (“HUD”) for the proposed funding of subrecipient’s Programs and/or Projects recommended by the Committee.
3. Approve the City’s FY 2024-25 CDBG Annual Action Plan (“Annual Plan”) and authorize staff to submit to HUD.
4. Authorize the City Manager to execute any documents necessary to effectuate the actions taken herewith.
5. 15.d RESOLUTION TO APPROVE THE ENGINEER’S REPORT, ORDER THE
LEVY AND COLLECTION OF ASSESSMENTS IN THE CITY OF PALM
DESERT BENEFIT ASSESSMENT DISTRICT NO. 1 FOR FISCAL YEAR 2024-25
1001
RECOMMENDATION:
Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF PALM DESERT, CALIFORNIA, APPROVING THE
ENGINEER’S REPORT AND ORDERING THE LEVY AND COLLECTION
OF ASSESSMENTS WITHIN CITY OF PALM DESERT BENEFIT
ASSESSMENT DISTRICT NO. 1 FOR FISCAL YEAR 2024-25,
PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT
ACT OF 1982.”
15.e RESOLUTIONS TO APPROVE THE ENGINEER’S REPORT FOR, AND
THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS WITHIN
CONSOLIDATED PALM DESERT LANDSCAPING AND LIGHTING
DISTRICT NO. 1 FOR FISCAL YEAR 2024-25
1041
RECOMMENDATION:
Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
APPROVING THE ENGINEER’S REPORT FOR CONSOLIDATED
PALM DESERT LANDSCAPING AND LIGHTING DISTRICT NO.
1 FOR FISCAL YEAR 2024-25.”
1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA,
ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS
WITHIN CONSOLIDATED PALM DESERT LANDSCAPING AND
LIGHTING DISTRICT NO. 1 FOR FISCAL YEAR 2024-25.”
2. City Council Meeting
11 15.f ADOPT A RESOLUTION INCREASING THE SOLID WASTE SERVICE
CHARGES COLLECTED ON THE PROPERTY TAX ROLL FOR FISCAL
YEAR 2024/2025 AND DIRECT THE CITY CLERK TO FILE SAID
REPORT WITH THE RIVERSIDE COUNTY AUDITOR CONTROLLER TO
PLACE SAID CHARGES ON THE TAX ROLL
1125
RECOMMENDATION:
Conduct a public hearing to receive public comment related to the collection of solid waste charges for single-family residences for FY 2024/2025 on the County of Riverside’s property tax roll.
1. If no majority protest is filed, adopt a Resolution entitled “A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, ADOPTING THE REPORT PROPOSING
TO HAVE SOLID WASTE SERVICE CHARGES COLLECTED ON
THE PROPERTY TAX ROLL FOR FISCAL YEAR 2024-25 AND
DIRECTING THE CITY CLERK OF THE CITY TO FILE SAID
REPORT WITH THE RIVERSIDE COUNTY AUDITOR
CONTROLLER TO PLACE SAID CHARGES ON THE TAX
ROLL.”
2. 15.g INTRODUCTION OF A ZONING ORDINANCE TEXT AMENDMENT TO AMEND SECTIONS OF TITLE 25 OF THE PALM DESERT MUNICIPAL
CODE AND FINDING THE ACTION EXEMPT PER THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT
1379
RECOMMENDATION:
Introduce an Ordinance entitled “AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING A ZONING ORDINANCE AMENDMENT FOR SECTIONS 25.16.030,
25.18.040, 25.28.070, 25.34.120, 25.68.020, AND 25.99.020 OF PALM DESERT MUNICIPAL CODE TITLE 25 AND MAKING A FINDING THAT
THE ACTION IS EXEMPT FROM FURTHER ENVIRONMENTAL REVIEW
PURSUANT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
(CEQA).”
16. INFORMATION ITEMS
17. ADJOURNMENT
City Council Meeting
12 18. PUBLIC NOTICES
Agenda Related Materials: Pursuant to Government Code §54957.5(b)(2) the designated office for inspection of records in connection with this meeting is the Office of the City Clerk, Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm Desert. Staff reports for all agenda items considered in open session, and documents provided to a majority of the legislative bodies are available for public inspection at City Hall and on the City’s website at www.palmdesert.gov by clicking “Council Agenda” at the top of the page.
Americans with Disabilities Act: It is the intention of the City of Palm Desert to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, or in meetings on a regular basis, you will need special assistance beyond what is normally provided, the city will attempt to accommodate you in every reasonable manner. Please contact the Office of the City Clerk, (760) 346-0611, at least 48 hours prior to the meeting to inform us of your needs and to determine if accommodation is feasible.
AFFIDAVIT OF POSTING
I, Níamh M. Ortega, Assistant City Clerk of the City of Palm Desert, do hereby certify, under penalty of perjury under the laws of the State of California, that the foregoing agenda for the Palm Desert City Council, Successor Agency for the Palm Desert Redevelopment Agency, and Housing Authority, was posted on the City Hall bulletin board and City website www.palmdesert.gov no less than 72 hours prior to the meeting.
/S/ Níamh M. Ortega, CMC
Assistant City Clerk
City Council Meeting
13 14
1 Study Session of the Palm Desert City Council (CC), Successor Agency to the Palm Desert Redevelopment Agency (SARDA), and Housing Authority (HA) Minutes
May 30, 2024, 9:00 a.m.
Present: Mayor Pro Tem Jan Harnik, Councilmember Evan Trubee, Mayor Karina Quintanilla, Councilmember Kathleen Kelly
Absent: Councilmember Gina Nestande
1. CALL TO ORDER - STUDY SESSION
A Study Session of the Palm Desert City Council was called to order by Mayor Quintanilla on Thursday, May 30, 2024, at 9:00 a.m. in the Council Chamber, City Hall, located at 73-510 Fred Waring Drive, Palm Desert, California.
2. STUDY SESSION TOPICS
2.a REVIEW APPLICATIONS AND INTERVIEW CANDIDATES FOR BOARDS,
COMMISSIONS, COMMITTEES AND TASKFORCES
The City Council conducted interviews of the following applicants for consideration of service on the City's Boards, Commissions, Committees and Taskforces.
3. ADJOURNMENT
The City Council adjourned the Study Session at 11:50 a.m.
4. PUBLIC NOTICES
_________________________
Níamh M. Ortega, CMC
Assistant City Clerk/Assistant Secretary
_________________________
Anthony J. Mejia, MMC
City Clerk/Secretary
15 16
1 Study Session of the Palm Desert City Council (CC), Successor Agency to the Palm Desert Redevelopment Agency (SARDA), and Housing Authority (HA) Minutes
June 4, 2024, 9:30 a.m.
Present: Mayor Pro Tem Jan Harnik, Councilmember Kathleen Kelly, Councilmember Gina Nestande, Councilmember Evan Trubee, Mayor Karina Quintanilla
1. CALL TO ORDER - STUDY SESSION
A Study Session of the Palm Desert City Council was called to order by Mayor Quintanilla on Tuesday, June 4, 2024 at 9:30 a.m. in the Council Chamber, City Hall, located at 73-510 Fred Waring Drive, Palm Desert, California.
2. STUDY SESSION TOPICS
2.a REVIEW APPLICATIONS AND INTERVIEW CANDIDATES FOR BOARDS,
COMMISSIONS, COMMITTEES AND TASKFORCES
The City Council conducted interviews for service on the City's various Boards, Commissions, Committees and Taskforces, discussed the vacancies available and provided feedback to staff to prepare a report for consideration at an upcoming City Council meeting.
3. ADJOURNMENT
The City Council adjourned the Study Session at 1:50 p.m.
4. PUBLIC NOTICES
_________________________
Níamh M. Ortega, CMC
Assistant City Clerk/Assistant Secretary
_________________________
Anthony J. Mejia, MMC
City Clerk/Secretary
17 18
Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/1/2024 - 6/30/2024
City of Palm Desert
Account Number
WR 95300524 06/07/2024 US BANK P-CARD 9350 1104110 4312000 7587-ICSC Conf JHarink 5/19 9530 5/24/24 261.91 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104110 4312000 7587-ICSC Conf ETrubee 5/19 9530 5/24/24 238.10 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104110 4312000 7587-Travel CalCities Mayor 9530 5/24/24 594.97 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104111 4312500 7587-ICMA AMejia 6/05/24 9530 5/24/24 400.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104130 4312000 2498-ICSC-Travel Todd 5/18/24 9530 5/24/24 577.96 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104130 4312000 2498-ICSC-Ldg Todd 5/18/24 9530 5/24/24 442.18 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104130 4312500 2498-ICMA Disc CM 6/5-6/7 9530 5/24/24 -399.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104130 4312500 2498-ICMA CM 6/5-6/7 9530 5/24/24 399.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104130 4312500 2498-ICMA CM 6/5-6/7 9530 5/24/24 640.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104130 4363000 2498-ICSC- Dues 9530 5/24/24 125.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104134 4312000 7587-ICMA Jess Culpeper 6/5/24 9530 5/24/24 540.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104134 4312000 7587-ICMA Jess Culpeper 6/5/24 9530 5/24/24 -140.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104150 4362000 7587-WSJ subsription 9530 5/24/24 38.99 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104150 4362000 7587-Snaks PDU COHORT#4 9530 5/24/24 76.34 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104154 4312101 7587-Snaks PDU COHORT#5 9530 5/24/24 98.87 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104159 4363000 7587-USA Today Mo Subscrp 9530 5/24/24 9.99 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104190 4362001 7587-Excel Traning 9530 5/24/24 397.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104300 4312000 7587-ICMA MAlvarez 6/05/24 9530 5/24/24 320.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104310 4312000 7587-PAPA Training/Cert 6/12 9530 5/24/24 800.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104417 4309000 4081- Mailchimp 5/16/24 9530 5/24/24 240.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104430 4312000 7587-ICSC LDG Eceja 9530 5/24/24 261.91 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104470 4312500 7587-NNA Cert N Ortega 9530 5/24/24 913.53 WR 95300524 06/07/2024 US BANK P-CARD 9350 1104470 4312500 7059-ARC meeting 5/14/24 9530 5/24/24 256.66 WR 95300524 06/07/2024 US BANK P-CARD 9350 2524662 4312000 7587-ICMA G Shaffer 6/05/24 9530 5/24/24 540.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 2524662 4312000 7587-ICMA G Shaffer 6/05/24 9530 5/24/24 -140.00 WR 95300524 06/07/2024 US BANK P-CARD 9350 5304190 4404000 4081- office equip - TV 9530 5/24/24 407.91 Report Date 06/30/2024 Page 1
City and Housing
DocuSign Envelope ID: 5BBFF909-83ED-4F14-A1DE-6F8A358F9A7D 19 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/1/2024 - 6/30/2024
City of Palm Desert
Account Number
Examined and Approved Total For Bank ID - WR
7,901.32 City Manager
Examined and Approved
Mayor or Mayor Pro-Tem
Audited and Found Correct
Director of Finance
Report Date 06/30/2024 Page 2
City and Housing
DocuSign Envelope ID: 5BBFF909-83ED-4F14-A1DE-6F8A358F9A7D 20 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/1/2024 - 6/30/2024
City of Palm Desert
Account Number
WR 02002542 06/14/2024 US BANK 1104159 4309000 Payment posted to wrong Acct 9350 4/30/24 -2,790.00 WR 17797907 06/14/2024 US BANK 1104190 4362001 7587-Add 50 licenses CodeTwo 9350 4/30/24 303.04 WR 17797907 06/14/2024 US BANK 1104417 4309000 4081-mailchimp-Marketing Subsc 9350 4/30/24 240.00 WR 17797907 06/14/2024 US BANK 1104417 4312500 7587-Desert Ad Awards 3/8/24 9350 4/30/24 405.69 WR 17797907 06/14/2024 US BANK 1104470 4312500 7059-ARC Agenda meet 4/9/24 9350 4/30/24 275.21 WR 17797907 06/14/2024 US BANK 2524662 4312000 5157-ULC Roundtable 5/19-5/24 9350 4/30/24 895.00 WR 17797907 06/14/2024 US BANK 8704195 4312000 7587-Ldg Leadership conf May 9350 4/30/24 199.51 WR 17797907 06/14/2024 US BANK 1100000 1150100 7059-Dep Ref R.Greg LOCC 3/6-8 9350 4/30/24 -231.64 WR 17797907 06/14/2024 US BANK 1100000 3799999 4081-mailchimp-Marketing Subsc 9350 4/30/24 219.00 WR 17797907 06/14/2024 US BANK 1104150 4312500 7587-CSMFO modules 1&2 9350 4/30/24 400.00 WR 17797907 06/14/2024 US BANK 1104150 4362000 7587- WSJ Monthly Subscription 9350 4/30/24 38.99 WR 17797907 06/14/2024 US BANK 1104150 4363000 7587- USA Today 9350 4/30/24 9.99 WR 17797907 06/14/2024 US BANK 1104154 4312101 7587-Snacks PDU COHORT#4 9350 4/30/24 183.62 WR 17797907 06/14/2024 US BANK 1104154 4312101 7587-Lunch PDU COHORT#4 9350 4/30/24 424.75 WR 17797907 06/14/2024 US BANK 1104154 4312101 7587-Breakfast PDU COHORT#4 9350 4/30/24 182.85 WR 17797907 06/14/2024 US BANK 1104154 4312101 7587-Snacks PDU COHORT#5 9350 4/30/24 102.28 WR 17797907 06/14/2024 US BANK 1104154 4312101 7587-Lunch PDU COHORT#5 9350 4/30/24 301.83 WR 17797907 06/14/2024 US BANK 1104154 4312101 7587-Breakfast PDU COHORT#5 9350 4/30/24 155.26 Examined and Approved Total For Bank ID - WR
1,315.38 City Manager
Examined and Approved
Mayor or Mayor Pro-Tem
Audited and Found Correct
Director of Finance
Report Date 06/30/2024 Page 3
City and Housing
DocuSign Envelope ID: 5BBFF909-83ED-4F14-A1DE-6F8A358F9A7D 21 22
Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 00001953 06/06/2024 ALLEN, FRANK 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 00001954 06/06/2024 AVERY, ANN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 480.54 W1 00001955 06/06/2024 BASSLER, THOMAS 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001956 06/06/2024 BISHOP, ROBERT 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 517.51 W1 00001957 06/06/2024 BLYTHE, BARBARA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 187.20 W1 00001958 06/06/2024 BO CHEN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 523.56 W1 00001959 06/06/2024 BRADLEY, DEBRA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 742.39 W1 00001960 06/06/2024 BROWN, MICHAEL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00001961 06/06/2024 CECHIN, TERRY 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 711.31 W1 00001962 06/06/2024 CEHR, DAVID 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001963 06/06/2024 CICCHINI, SUZANNE 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,066.96 W1 00001964 06/06/2024 CONLON, PATRICK C. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001965 06/06/2024 CRAWFORD, DANNY 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,810.13 W1 00001966 06/06/2024 CROY, HOMER 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 369.65 W1 00001967 06/06/2024 DARLING, GLORIA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 00001968 06/06/2024 HOLLINGER, DIANE 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001969 06/06/2024 DIERCKS, MARK 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 125.84 W1 00001970 06/06/2024 DOYLE, KAREN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 696.15 W1 00001971 06/06/2024 DRELL, PHILIP D. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001972 06/06/2024 ESPINOZA, JOSE LUIS 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 2,088.61 W1 00001973 06/06/2024 FANNING, JODI 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,022.98 W1 00001974 06/06/2024 FENSKE, CHARLES 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001975 06/06/2024 FERGUSON, JAMES C. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,368.86 W1 00001976 06/06/2024 FLINT, DAVID 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 189.25 W1 00001977 06/06/2024 FOLKERS, RICHARD J. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 00001978 06/06/2024 GARCIA, MIGUEL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00001979 06/06/2024 GARNER, PAGE 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,078.51 Report Date 06/06/2024 Page 1
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 23 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 00001980 06/06/2024 GAUGUSH, CORA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001981 06/06/2024 GIBSON, PAUL S. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001982 06/06/2024 GLICKMAN, DEBORAH SCHWARTZ 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,579.45 W1 00001983 06/06/2024 GODFREY, BEN ORRIN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001984 06/06/2024 GOMEZ, DONNA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,579.45 W1 00001985 06/06/2024 GRANCE, RUSSELL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 934.71 W1 00001986 06/06/2024 GREENWOOD, MARK 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,579.45 W1 00001987 06/06/2024 GRIFFIN, ROSALVA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 295.55 W1 00001988 06/06/2024 HENDERSON, RHONDA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 878.22 W1 00001989 06/06/2024 HERMANN, DAVID 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,474.16 W1 00001990 06/06/2024 HERNANDEZ, ANTHONY 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00001991 06/06/2024 HERNANDEZ, CARLOS 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,579.45 W1 00001992 06/06/2024 HOLTZ, GREGG 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001993 06/06/2024 JOHNSON, SONDRA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00001994 06/06/2024 JOY, PHILLIP E. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 531.31 W1 00001995 06/06/2024 JUDY, JANINE MARIE 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 203.80 W1 00001996 06/06/2024 KARIMI, BASHIER AHMAD 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 00001997 06/06/2024 KILPATRICK, SHAWN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,602.54 W1 00001998 06/06/2024 KLASSEN, RACHELLE D. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,066.96 W1 00001999 06/06/2024 KNIGHT, SPENCER 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00002000 06/06/2024 KNUTSON, LAUREL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 129.30 W1 00002001 06/06/2024 LEAL, DIANA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,017.22 W1 00002002 06/06/2024 LEON, PATRICIA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00002003 06/06/2024 LONGMAN, ELIZABETH M. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 174.69 W1 00002004 06/06/2024 MCBRIDE, CRAIG 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 00002005 06/06/2024 MCCARTHY, JUSTIN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 443.58 W1 00002006 06/06/2024 METZ, THOMAS 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,576.12 Report Date 06/06/2024 Page 2
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 24 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 00002007 06/06/2024 MONROE, TONYA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00002008 06/06/2024 MOORE, JANET 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,579.45 W1 00002009 06/06/2024 MOORE, RUTH ANN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00002010 06/06/2024 NEELY, MICHAEL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00002011 06/06/2024 NIEMCZAK, JAY 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 101.60 W1 00002012 06/06/2024 O'REILLY, MONICA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,060.17 W1 00002013 06/06/2024 PONDER, HART 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 141.41 W1 00002014 06/06/2024 PRUSINOWSKI, KAREN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 480.54 W1 00002015 06/06/2024 REAM, LISA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 345.55 W1 00002016 06/06/2024 RIDDLE, FRANKIE 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 742.39 W1 00002017 06/06/2024 ROCHA, GRACE L. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 817.47 W1 00002018 06/06/2024 ROSAS, SERGIO 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,066.96 W1 00002019 06/06/2024 RUSSELL, LINDA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 641.75 W1 00002020 06/06/2024 SCULLY, PATRICIA H. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 00002021 06/06/2024 CHRISTIANSEN, SHARON 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 W1 00002022 06/06/2024 SMITH, STEPHEN R. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00002023 06/06/2024 SZYMANSKI, BETTY 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,209.23 W1 00002024 06/06/2024 TOWNSEND, ALANA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 247.48 W1 00002025 06/06/2024 TUCKER, RON 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 471.21 W1 00002026 06/06/2024 WALKER, DEL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 344.81 W1 00002027 06/06/2024 WEIL, CHIN-YU 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 471.21 W1 00002028 06/06/2024 WELLER, DENI 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 W1 00002029 06/06/2024 WHITE, BRYCE 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 203.80 W1 00002030 06/06/2024 WILCOX, DARIN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 356.00 W1 00002031 06/06/2024 WITTE, LOCK 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,070.56 W1 00002032 06/06/2024 WOHLMUTH, JOHN 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 745.87 W1 00002033 06/06/2024 ZAMARRIPA, AARON 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 730.85 Report Date 06/06/2024 Page 3
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 25 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 00002034 06/06/2024 ZAMORA, FLORENTINO G. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 369.43 W1 00002035 06/06/2024 ZATARAIN, ABEL 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,360.50 W1 00002036 06/06/2024 ZATARAIN, GERARDO 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 1,579.45 W1 00002037 06/06/2024 BEST BEST & KRIEGER LLP 1104120 4301500 Legal Reimb Costs 4/24 995530 12.00 W1 00002037 06/06/2024 BEST BEST & KRIEGER LLP 1104120 4301500 MONTHLY RETAINER THRU 4/24 995530 25,714.00 W1 00002037 06/06/2024 BEST BEST & KRIEGER LLP 1104121 4301600 PERSONNEL LGL 4/24 995506 3,309.30 W1 00002037 06/06/2024 BEST BEST & KRIEGER LLP 2524662 4309000 FORMATION OF NONPROFIT 4/24 995776 1,509.00 W1 00002038 06/06/2024 BURKE WILLIAMS & SORENSEN LLP 1104121 4301500 SLA lgl 4/24 321108 1,365.00 W1 00002038 06/06/2024 BURKE WILLIAMS & SORENSEN LLP 7034121 4301500 Desert Willow Lgl 4/24 321108 945.00 W1 00002039 06/06/2024 DOUG WALL CONSTRUCTION INC 4004618 4400100 TO007346-Uni Dog Park-CPK00006 3964 197,945.00 W1 00002040 06/06/2024 FEDERAL EXPRESS CORP. 1104110 4366000 PS Pride Proc. Shipping 8-496-19532 15.50 W1 00002041 06/06/2024 INTERWEST CONSULTING GROUP INC. 1104470 4300500 PD UNSP UPDATE-APR 24 363190 3,762.50 W1 00002042 06/06/2024 LOS ANGELES VIDEO TRANSFER 1104111 4309000 Audio Cassette Tape Conversion 11672 1,223.00 W1 00002043 06/06/2024 MARKS ARCHITECTS INC 5104361 4400100 ENG / DESIGN - PARKVIEW 3023002.06 50,000.00 W1 00002044 06/06/2024 SINATRA & COOK PROJECT LLC 1100000 1430000 MONTH53JULY24IHUBRENT IHUB53JULY2024 17,632.81 W1 00002045 06/06/2024 THE ALTUM GROUP 2204648 4400100 ENG/DESIGN SRVS - ADA CAHUILLA 9364 2,378.30 W1 00002045 06/06/2024 THE ALTUM GROUP 2204648 4400100 ENG/DESIGN SRVS - ADA CAHUILLA 9469 9,266.15 W1 00002046 06/06/2024 VINTAGE ASSOCIATES 4364650 4400100 weld tabs to cacti art 233078 335.00 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2724374 4309000 PARVIEW ESTATES APR24-JUN24 010-57892 100.00 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2734680 4309000 DESERT MIRAGE APR24-JUN24 010-57892 221.75 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2734681 4309000 SANDCASTLES APR24-JUN24 010-57892 173.55 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2734682 4309000 PRIMROSE II APR24-JUN24 010-57892 227.54 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754643 4309000 DIAMONDBACK APR24-JUN24 010-57892 212.14 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754680 4309000 MONTEREY MEADOWS APR24-JUN24 010-57892 228.50 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754681 4309000 HOVLEY GLEN APR24-JUN24 010-57892 210.18 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754682 4309000 HOVLEY ESTATES APR24-JUN24 010-57892 211.15 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754683 4309000 SONATA I APR24-JUN24 010-57892 210.18 Report Date 06/06/2024 Page 4
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 26 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754684 4309000 SONATA II APR24-JUN24 010-57892 269.00 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754685 4309000 HOVLEY COLLECTION APR24-JUN24 010-57892 227.54 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754686 4309000 LA PALOMA I APR24-JUN24 010-57892 211.15 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754687 4309000 LA PALOMA II APR24-JUN24 010-57892 211.15 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754693 4309000 LA PALOMA III APR24-JUN24 010-57892 208.64 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754694 4309000 SANDPIPER COURT APR24-JUN24 010-57892 209.51 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754695 4309000 SANDPIPER WEST APR24-JUN24 010-57892 209.51 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754696 4309000 HOVLEY COURT WEST APR24-JUN24 010-57892 209.51 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2754697 4309000 PALM COURT APR24-JUN24 010-57892 170.83 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2764374 4309000 CANYON COVE APR24-JUN24 010-57892 369.27 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2784374 4309000 VINEYARDS APR24-JUN24 010-57892 311.42 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2794374 4309000 WARING COURT APR24-JUN24 010-57892 210.18 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2804374 4309000 PALM GATE APR24-JUN24 010-57892 226.57 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2814374 4309000 THE GROVE APR24-JUN24 010-57892 276.71 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2834374 4309000 PORTOLA PLACE APR24-JUN24 010-57892 215.97 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2854374 4309000 KAUFMAN AND BROAD APR24-JUN24 010-57892 322.02 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2864374 4309000 CANYON CREST APR24-JUN24 010-57892 263.91 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2874374 4309000 COLLEGE VIEW ESTATES II AP-JU 010-57892 216.55 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2874680 4309000 THE BOULDERS APR24-JUN24 010-57892 168.44 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2874681 4309000 SUNDANCE WEST APR24-JUN24 010-57892 216.55 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2874682 4309000 PETUNIA I APR24-JUN24 010-57892 168.44 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2874683 4309000 SUNDANCE EAST APR24-JUN24 010-57892 167.25 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2874684 4309000 COLLEGE VIEW ESTATES I AP-JU24 010-57892 177.98 W1 00002047 06/06/2024 WILLDAN FINANCIAL SERVICES 2994374 4309000 PALM DESERT CC APR24-JUN24 010-57892 1,517.56 W1 02003156 06/06/2024 ALEX VASQUEZ 1104420 4391500 BOOT REIM A. VASQUEZ 052724 BOOTREIM 52724AV 250.00 W1 02003157 06/06/2024 ALTA PLANNING + DESIGN INC 2134300 5000910 PD VISION ZERO STRATEGY AP24 304.0002023.2674 60,143.33 W1 02003158 06/06/2024 BEDROSIAN, PATRICK 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 203.80 Report Date 06/06/2024 Page 5
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 27 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 02003159 06/06/2024 BEST SIGNS INC. 4364650 4337200 HOLOCAUST MEMORIAL PLAQUE UPDA 98114 1,416.45 W1 02003160 06/06/2024 CHARTER COMMUNICATIONS 2524662 4365000 MAY24 LIBR Internet 1358970051624 1,821.29 W1 02003161 06/06/2024 CHAVEZ, VERONICA 1104150 4312500 Workday Demo Snacks 6/5-6/6 REIMB-WD SNACKS 107.48 W1 02003161 06/06/2024 CHAVEZ, VERONICA 1104150 4312500 Workday breakfast drinks 6/6 REIMB WD DRINKS 43.34 W1 02003162 06/06/2024 COACHELLA VALLEY ASSOCIATION 1104110 4312500 KQ, JH, KK, GN, ET CVAG GA CV24236-24 250.00 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 1104611 4351000 74735 Hovley Lane E - Soccer P 127363385426MY24 112.20 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 1104611 4351000 1131 HOVLEY SOCCER PARK 315303847830MY24 2,400.14 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 1104611 4351000 10049 FREEDOM PARK 315491848018MY24 6,913.99 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 1104611 4351000 Nichols Dr 822075444102MY24 506.61 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 1104614 4351000 1149 ST MEDIANS NORTH 586651849912MY24 210.46 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 1104614 4351000 1089 MEDIANS 315239847766MY24 2,159.17 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2304220 4351000 73995 Country Club FS71 122335377974MY24 252.58 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2734680 4351000 D. 1088 Desert Mirage (Cook) 315237847764MY24 112.68 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2774373 4351000 Larkspur Ln - Fire Meter 797761405428MY24 88.29 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2774373 4351000 San Luis Rey Ave - Fire Meter 797759405418MY24 88.29 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2854374 4351000 C. 1088 K/B (Heatherwood) 315237847764MY24 29.04 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2874374 4351000 H. 1088 College View Estates I 315237847764MY24 117.87 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2874680 4351000 F. 1088 The Boulders (Shepherd 315237847764MY24 48.72 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2874681 4351000 B. 1088 Sundance W (Kokopelli) 315237847764MY24 65.94 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2874682 4351000 E. 1088 Petunia Place 1 (Petun 315237847764MY24 99.90 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2874683 4351000 A. 1088 Sundance E. (Shepherd 315237847764MY24 65.46 W1 02003163 06/06/2024 COACHELLA VALLEY WATER DIST. 2874684 4351000 G. 1088 College View Estates I 315237847764MY24 112.95 W1 02003164 06/06/2024 Cristal Ortega 1104159 4309300 PDCC Townhall 5.22.24 Snacks REIMB-TH SNACKS 115.96 W1 02003165 06/06/2024 DESERT ARC 1104111 4309000 6 in office Shred Bins Shreddi 45875 175.00 W1 02003166 06/06/2024 EXCEL LANDSCAPE INC 1104159 4219100 TO006638-Citywide Storm Hilary 108830 867.93 W1 02003166 06/06/2024 EXCEL LANDSCAPE INC 1104159 4219100 TO006638-Citywide Storm Hilary 108840 2,137.71 W1 02003167 06/06/2024 GALLS LLC 1104422 4214000 MENS PANTS 026256770 133.28 Report Date 06/06/2024 Page 6
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 28 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 02003168 06/06/2024 GANNETT CALIFORNIA LOCALIQ 1104111 4321000 Legal Adv Apr24 0006406576 2,538.96 W1 02003168 06/06/2024 GANNETT CALIFORNIA LOCALIQ 1104111 4321000 Legal Adv May24 0600308763 -157.62 W1 02003169 06/06/2024 GOODWIN, SHELBY 1104416 4306101 5 2 concert dinner SHELBY REIM MY24 138.00 W1 02003169 06/06/2024 GOODWIN, SHELBY 1104416 4306101 5 2 concert dinner SHELBY REIM MY24 122.75 W1 02003169 06/06/2024 GOODWIN, SHELBY 1104416 4306101 May24 concert supplies SHELBY REIM MY24 57.37 W1 02003169 06/06/2024 GOODWIN, SHELBY 1104416 4306101 5 16 concert dinner SHELBY REIM MY24 71.88 W1 02003169 06/06/2024 GOODWIN, SHELBY 1104416 4306101 5 23 concert dinner SHELBY REIM MY24 71.88 W1 02003170 06/06/2024 HILEMAN, TODD 1104130 4312000 ICSC 5/18-5/20 T. HILEMAN LDG 5/20/24 877.56 W1 02003170 06/06/2024 HILEMAN, TODD 1104130 4312000 ICSC 5/18-5/20 T. HILEMAN PRDM 5/20/24 172.50 W1 02003170 06/06/2024 HILEMAN, TODD 1104130 4312000 ICSC 5/18-5/20 T. HILEMAN UBER 5/20/24 80.90 W1 02003170 06/06/2024 HILEMAN, TODD 1104130 4312000 ICSC 5/18-5/20 T. HILEMAN PARK 5/20/24 54.00 W1 02003170 06/06/2024 HILEMAN, TODD 1104130 4312000 ICSC 5/18-5/20 T. HILEMAN MILE 5/20/24 15.01 W1 02003171 06/06/2024 JOSHUA GEORGE 1100000 3188330 121JuanCircle-STRTOTRefund REFUND-STR 627.07 W1 02003171 06/06/2024 JOSHUA GEORGE 1104159 4363000 121JuanCircle-STRTOTRefund REFUND-STR 20.73 W1 02003171 06/06/2024 JOSHUA GEORGE 6100000 2286500 121JuanCircle-STRTOTRefund REFUND-STR 57.01 W1 02003172 06/06/2024 MOST DEPENDABLE FOUNTAINS 1104610 4331000 WATER BOTTLE FILLERS - FREEDOM INV77777 5,603.00 W1 02003172 06/06/2024 MOST DEPENDABLE FOUNTAINS 2364195 4219000 WATER BOTTLE FILLERS - FREEDOM INV77777 27,275.13 W1 02003173 06/06/2024 OSBORN, LINDA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 02003174 06/06/2024 PICKERING EVENTS LLC 1104800 4306201 Sponsorship Riv Co Fair 2024 1089 5,000.00 W1 02003175 06/06/2024 POWELL, ERICA 4364650 4312500 Mural Dedication 5/15/24 COSTCO2 142.50 W1 02003175 06/06/2024 POWELL, ERICA 4364650 4312500 Mural Dedication 5/15/24 COSTCO2 84.34 W1 02003176 06/06/2024 PUB Construction Inc 4004330 4400100 TO005762- CORP YARD- CFA00016- 305270 58,120.00 W1 02003176 06/06/2024 PUB Construction Inc 4004330 4400100 TO002562 - Corp Yard CFA00016 305274 64,610.00 W1 02003177 06/06/2024 QUINTANILLA, KARINA 1104110 4311500 K.Quint Mileage 05.2024 MILEAGE 05.2024 300.43 W1 02003178 06/06/2024 REGENTS OF THE UNIVERSITY OF 2524662 4390000 UCR S. Orlean 6.18.24, Deposit DEP 1523672 A 613.75 W1 02003179 06/06/2024 REGENTS OF THE UNIVERSITY OF 2524662 4390000 UCR S. Orlean 6.18.24, Final RESRV. 1523672 B 613.75 W1 02003180 06/06/2024 RIVERSIDE ASSESSOR -COUNTY 1104422 4364000 LIEN RELEASES 124706-124707 24-121513 40.00 Report Date 06/06/2024 Page 7
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 29 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/6/2024 - 6/6/2024
City of Palm Desert
Account Number
W1 02003181 06/06/2024 RIVERSIDE COUNTY TREASURER 2144490 4390101 APN 627-351-010 tax bill 2022005341343 4,593.04 W1 02003182 06/06/2024 SONSRAY MACHINERY LLC 1104331 4334000 R/M SKIP LOADER #570 - OWNED SWO046087-1 31,171.19 W1 02003183 06/06/2024 SUNBELT RENTALS INC 1104310 4343000 EQUIPMENT RENTAL 148678353-0002 5,145.45 W1 02003184 06/06/2024 TRIPEPI SMITH & ASSOCIATES INC 1104111 4309000 Graphic Design and Digital 12401 703.75 W1 02003185 06/06/2024 WRIGHT, BARBARA 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 218.36 W1 02003186 06/06/2024 YRIGOYEN, DAVID L. 5764192 4119000 RETIREE HEALTH STIPEND Jun-24 6/1/2024 554.47 Examined and Approved Total For Bank ID - W1
675,274.85 City Manager
Examined and Approved
Mayor or Mayor Pro-Tem
Audited and Found Correct
Director of Finance
Report Date 06/06/2024 Page 8
City and Housing
DocuSign Envelope ID: 03903EFB-96EF-46B2-8DBB-C271B4F8B154 30 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002048 06/13/2024 AIR EXCHANGE INC 2304220 4331000 R/M PLYMOVENT SYSTEM FS#71 91612100 182.50 W1 00002049 06/13/2024 Amazon Capital Services Inc. 1104130 4211000 Calculator & Mouse Pad 1313-4PKC-FVL7 23.64 W1 00002049 06/13/2024 Amazon Capital Services Inc. 1104130 4404000 Tablet for CM 1313-4PKC-FVL7 591.55 W1 00002049 06/13/2024 Amazon Capital Services Inc. 1104159 4211000 Air Fryer for NW & PW 1313-4PKC-FVL7 129.28 W1 00002049 06/13/2024 Amazon Capital Services Inc. 1104159 4309300 Sales Tax Voting Boxes (3) 1NWP-XGCK-DD3Q -195.92 W1 00002049 06/13/2024 Amazon Capital Services Inc. 1104190 4212000 Missing Tablet CM 16GX-MHG1-4G9W -562.44 W1 00002049 06/13/2024 Amazon Capital Services Inc. 1104190 4404000 Tablet for Finance Director 1313-4PKC-FVL7 591.55 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4211000 BankerBox& LabelMaker 1313-4PKC-FVL7 390.19 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4211200 Candor Book Club 1313-4PKC-FVL7 224.30 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4211200 2 7 husbands books 1QHQ-1QQW-6CNX -21.52 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4211200 2 7 Husbands books 17KK-VTQK-6HCP -21.52 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4211200 1 7 Husbands book 161Y-T77J-69DD -10.76 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4211200 4 Eleanor Oliphant Books 1LXD-K67M-6GMG -40.92 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4312500 Rolling Crate, Prize Wheel 1313-4PKC-FVL7 171.93 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2524662 4390000 Party supplies &Brochure mount 1313-4PKC-FVL7 211.79 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2774373 4332100 Unapplied 200 Key Tags return 1FV7-KHXP-PGRK -40.73 W1 00002049 06/13/2024 Amazon Capital Services Inc. 2774373 4332100 Unapplied 200 Key Tags shippin 1FV7-KHXP-PGRK -11.24 W1 00002050 06/13/2024 AMS CONNECT 5104195 4369800 R/M ALARM - HENDERSON 4646574 281.00 W1 00002050 06/13/2024 AMS CONNECT 1104330 4331000 R/M ALARM - CORPYARD 4558192 587.16 W1 00002050 06/13/2024 AMS CONNECT 1104340 4331000 R/M ALARM - CITY HALL 4348031 1,377.67 W1 00002050 06/13/2024 AMS CONNECT 1104340 4331000 R/M ALARM - CITY HALL 4353417 2,718.81 W1 00002050 06/13/2024 AMS CONNECT 1104340 4331000 R/M ALARM - CITY HALL 4558205 283.00 W1 00002050 06/13/2024 AMS CONNECT 1104340 4331000 R/M ALARM - CITY HALL 4560412 341.49 W1 00002050 06/13/2024 AMS CONNECT 1104340 4331000 R/M ALARM - CITY HALL 4561176 2,481.81 W1 00002050 06/13/2024 AMS CONNECT 1104340 4331000 R/M ALARM - CITY HALL 4819552 1,581.99 W1 00002050 06/13/2024 AMS CONNECT 1104344 4331000 R/M ALARM - PORTOLA CC 4818402 319.94 W1 00002051 06/13/2024 AVENU MUNISERVICES LLC 1104159 4309000 SUTA 4TH QTR 12.31.23 INV06-018828 8,277.30 Report Date 06/30/2024 Page 1
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 31 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002052 06/13/2024 BEST BEST & KRIEGER LLP 2144490 4390101 Portola Duplex lgl 4/24 995489 170.50 W1 00002052 06/13/2024 BEST BEST & KRIEGER LLP 8714195 4301500 HA LGL 4/24 995489 1,723.30 W1 00002052 06/13/2024 BEST BEST & KRIEGER LLP 8730000 2399100 Palm Comm Lgl 4/24 995489 178.00 W1 00002053 06/13/2024 CDW LLC 5304190 4404000 FY2324 Headset/USB Replacement RN71056 419.62 W1 00002053 06/13/2024 CDW LLC 5304190 4404000 FY2324 iPAD Replacement RM63246 4,824.20 W1 00002053 06/13/2024 CDW LLC 1104190 4404000 Aruba ION Switch RM53972 279.99 W1 00002053 06/13/2024 CDW LLC 5304190 4404000 FY2324 Otterbox Case Replacmnt RN28084 48.94 W1 00002054 06/13/2024 CITY NET 2254212 4309000 St outreach & engage Apr24 2024-0400121 11,669.73 W1 00002054 06/13/2024 CITY NET 2264212 4309000 St outreach & engage Apr24 2024-0400121 11,669.73 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1100000 1150300 Dental J Austin BE006048376 -43.47 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1100000 2160900 Delta Dental Premium 05/2024 BE006048376 14,428.89 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104130 4112400 Dental I Tenorio BE006048376 -43.47 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104134 4112400 Dental T Cechin BE006048376 86.94 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104150 4112400 Dental C Ortega BE006048376 115.47 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104150 4112400 Dental Skky Garcia BE006048376 153.96 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104190 4112400 Dental J Alvarez BE006048376 -43.47 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104420 4112400 Dental S Carrasco BE006048376 -112.86 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104470 4112400 Dental I Barroso BE006048376 43.47 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104470 4112400 Dental F Pantoja BE006048376 81.96 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 1104614 4112400 Dental J Breyer BE006048376 -138.39 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 2524662 4112400 Dental L Hancock BE006048376 81.96 W1 00002055 06/13/2024 DELTA DENTAL OF CALIFORNIA 2524662 4112400 Dental C Hernandez BE006048376 -43.47 W1 00002056 06/13/2024 ESRI 1100000 1430100 ESRI SVCS 07/01/24-05/31/25 94733154 54,266.67 W1 00002056 06/13/2024 ESRI 1104190 4309000 ESRI SVCS 06/2024 94733154 4,933.33 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 Monthly Agency Fee: May24 10237 3,250.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 Print Ads/Graphic Design:May24 10237 1,000.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 CC: Brand initiative May24 10237 1,500.00 Report Date 06/30/2024 Page 2
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 32 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 Social Media Monthly May24 10237 2,200.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 CC: Merchant Rela May24 10237 1,500.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 PR/Influencers: May24 10237 750.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 Merchant Relations: May24 10237 2,000.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 First Fridays -Final Evt May24 10237 750.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 Facebook Campaign - May24 10237 130.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 OB Lamar May24 10233 2,500.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 PSL E-Blast 993793 10233 2,200.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 PSL Print Advertis 993792 10233 5,215.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 PSL Website May24 10233 250.00 W1 00002057 06/13/2024 FG CREATIVE INC 2714491 4321500 Catalogue Delivery Apr24 10233 250.00 W1 00002057 06/13/2024 FG CREATIVE INC 2424549 4309000 Retainer: Mo acct mgnmt Jun24 10238 950.00 W1 00002057 06/13/2024 FG CREATIVE INC 2424549 4309000 Graphic Design: new camp Jun24 10238 500.00 W1 00002057 06/13/2024 FG CREATIVE INC 2424549 4309000 Website : updates Jun24 10238 300.00 W1 00002057 06/13/2024 FG CREATIVE INC 2424549 4309000 Radio & TV Plmnt: PDAC 748230 10238 480.00 W1 00002057 06/13/2024 FG CREATIVE INC 2424549 4309000 Radio & TV Plmnt: PDAC 748226 10238 460.00 W1 00002057 06/13/2024 FG CREATIVE INC 2424549 4309000 PDAC Rack Cards Jun24 10238 135.03 W1 00002058 06/13/2024 FIRSTCHOICE COFFEE SERVICE 1104330 4219000 COFFEE, KITCHEN SUPPLIES 739979 315.70 W1 00002058 06/13/2024 FIRSTCHOICE COFFEE SERVICE 1104330 4219000 COFFEE, KITCHEN SUPPLIES 740898 405.55 W1 00002058 06/13/2024 FIRSTCHOICE COFFEE SERVICE 1104330 4219000 COFFEE, KITCHEN SUPPLIES 742449 75.53 W1 00002059 06/13/2024 FRIEDMAN IMAGING 1104300 4309000 SCANNING SERVICES - PW 2024016 6,607.24 W1 00002060 06/13/2024 HIGH TECH IRRIGATION INC. 1104611 4332001 IRRIGATION NOZZLES - FREEDOM 794300 110.06 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2774373 4332100 EXTRA WORK - PP I / II 6719 1,600.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 1104614 4337001 MY24 LANDS MAINT - DW PRKG LOT 6707 1,548.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2994374 4332000 LMA 7 PALM DESERT CC 6708 500.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 4414195 4332000 MY24 LANDS MAINT - DW 6707 9,100.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2734680 4332000 MY24 LMA 7 DESERT MIRAGE 6708 516.65 Report Date 06/30/2024 Page 3
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 33 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2734682 4332000 LMA 7 PRIMEROSE II 6708 325.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754643 4332000 LMA 7 DIAMONDBACK 6708 112.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754680 4332000 LMA MONTEREY MEADOWS 6708 141.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754681 4332000 LMA 7 THE GLEN 6708 291.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754682 4332000 LMA 7 HOVLEY ESTATES 6708 145.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754683 4332000 LMA 7 SONATA I 6708 339.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754684 4332000 LMA 7 SONATA II 6708 466.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754685 4332000 LMA 7 HOVLEY COLLECTION 6708 366.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754686 4332000 LMA 7 LA PALOMA I 6708 154.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754687 4332000 LMA 7 LA PALOMA II 6708 154.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754693 4332000 LMA 7 LA PALOMA III 6708 137.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754694 4332000 LMA 7 SANPIPER COURT 6708 166.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754695 4332000 LMA 7 SANPIPER COURT WEST 6708 166.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754696 4332000 LMA 7 HOVLEY COURT WEST 6708 235.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2754697 4332000 LMA 7 PALM COURT 6708 112.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2774373 4332000 LMA 7 PRESIDENTS PLAZA 1 / II 6708 2,245.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2784374 4332000 LMA 7 VINEYARDS 6708 225.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2794374 4332000 LMA 7 WARING COURT 6708 208.25 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2804374 4332000 LMA 7 PALM GATE 6708 125.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2814374 4332000 LMA 7 THE GROVE 6708 487.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2824373 4332000 LMA 7 PRESIDENTS PLAZA III 6708 526.60 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2834374 4332000 LMA 7 PORTOLA PLACE 6708 208.25 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2854374 4332000 LMA 7 KAUFMAN N BROAD 6708 958.25 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2864374 4332000 LMA 7 CANYON CREST 6708 279.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2874374 4332000 LMA 7 COLLEGE VIEW ESTATES II 6708 300.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2874680 4332000 LMA 7 THE BOULDERS 6708 500.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2874681 4332000 LMA 7 SUNDANCE WEST 6708 270.50 Report Date 06/30/2024 Page 4
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 34 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2874682 4332000 LMA 7 PETUNIA I 6708 350.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2874683 4332000 LMA 7 SUNDANCE EAST 6708 150.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 2874684 4332000 LMA 7 COLLEGE VIEW ESTATES I 6708 270.50 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 1104614 4337001 AR24 LANDS MAINT - DW PRKG LOT 6701 1,548.00 W1 00002061 06/13/2024 HORIZON PROFESSIONAL LANDSCAPE 4414195 4332000 AP4 LANDS MAINT - DW 6701 9,100.00 W1 00002062 06/13/2024 IDEA PEDDLER LLC 1104417 4309000 Public Relations JN24 2530 2,916.66 W1 00002062 06/13/2024 IDEA PEDDLER LLC 1104417 4309000 Media Management JN24 2528 4,416.66 W1 00002062 06/13/2024 IDEA PEDDLER LLC 1104417 4309000 Social Media JN24 2529 2,416.66 W1 00002062 06/13/2024 IDEA PEDDLER LLC 1104417 4309000 Strategy & Acct Mgm JN24 2531 4,416.66 W1 00002062 06/13/2024 IDEA PEDDLER LLC 1104417 4309000 Creative Svs & Branding FY24 2527 3,000.00 W1 00002063 06/13/2024 IMPRESSION DESIGN 1104417 4322300 Palm Desert T-Shirts 15812 3,372.58 W1 00002064 06/13/2024 INNOVATIVE INTERFACES INC 2524662 4362001 Clarivate- Milestone 2 INV-INC37140 2,275.00 W1 00002064 06/13/2024 INNOVATIVE INTERFACES INC 2524662 4362001 Clarivate- Milestone 3 INV-INC37141 4,550.00 W1 00002064 06/13/2024 INNOVATIVE INTERFACES INC 2524662 4362001 Clarivate- Milestone 4 INV-INC37142 4,550.00 W1 00002065 06/13/2024 K2 AUDIO LLC 1104190 4336000 CONTROL SYS MAIN SVC AP24-MY24 650000762 1,127.50 W1 00002066 06/13/2024 MARIPOSA LANDSCAPES INC 1104614 4337001 LMA 1 ALLOWABLE EXTRA WORK 107353 562.68 W1 00002066 06/13/2024 MARIPOSA LANDSCAPES INC 1104614 4337001 LMA9 LAND MAINT - MEDIAN AP24 107395 24,745.40 W1 00002066 06/13/2024 MARIPOSA LANDSCAPES INC 1104614 4337001 LMA 1 ALLOWABLE EXTRA WORK 107813 1,366.00 W1 00002066 06/13/2024 MARIPOSA LANDSCAPES INC 1104614 4392101 LMA9 LAND MAINT - ENTRADA AP24 107395 5,040.80 W1 00002067 06/13/2024 MICHAEL BAKER INTERNATIONAL INC 2134633 5000103 ENG SRVS-BIKE/PED P565-21 AP24 1213516 1,954.52 W1 00002068 06/13/2024 NV5 INC 1104159 4309000 NORTH SPHERE 03/31/24-04/27/24 389828 4,429.00 W1 00002069 06/13/2024 OTIS ELEVATOR CO 5104195 4369500 ELEVATOR SVC SHERIFF CTR 100401560197 210.05 W1 00002070 06/13/2024 PALM DESERT CHAMBER OF COMMERCE 1104110 4312500 ET Putt Putt El Paseo 75282 55.00 W1 00002071 06/13/2024 PURE WATER PARTNERS LLC 1104330 4309000 3 WATER DISPENSERS - CORPYARD 1723096 223.05 W1 00002071 06/13/2024 PURE WATER PARTNERS LLC 1104340 4309000 3 WATER DISPENSERS - CITY HALL 1723096 223.05 W1 00002071 06/13/2024 PURE WATER PARTNERS LLC 1104344 4309000 1 WATER DISPENSER - PORTOLA CC 1723096 74.35 W1 00002071 06/13/2024 PURE WATER PARTNERS LLC 2304220 4331000 3 WATER DISPENSERS - FIRE STAT 1723096 223.05 Report Date 06/30/2024 Page 5
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 35 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002071 06/13/2024 PURE WATER PARTNERS LLC 5104195 4369500 1 WATER DISPENSER - SHERIFF SS 1734549 74.35 W1 00002071 06/13/2024 PURE WATER PARTNERS LLC 1104340 4309000 LATE FEES - CITY HALL 1734549 20.00 W1 00002072 06/13/2024 SANT MADE 1104417 4302600 Design svc for Brightside 2954 1,920.00 W1 00002072 06/13/2024 SANT MADE 1104190 4362001 Website Hosting & Maintenance 2942 700.00 W1 00002073 06/13/2024 STAPLES BUSINESS ADVANTAGE 2524662 4211000 Library Office supplies 6003944562 136.97 W1 00002073 06/13/2024 STAPLES BUSINESS ADVANTAGE 2524662 4211000 Library Office supplies 6002552195 336.17 W1 00002073 06/13/2024 STAPLES BUSINESS ADVANTAGE 2524662 4211000 Library Office supplies 6002318367 367.09 W1 00002073 06/13/2024 STAPLES BUSINESS ADVANTAGE 2524662 4211000 Library Office supplies 6002552194 56.85 W1 00002074 06/13/2024 THE VAN DYKE CORPORATION 4510000 2060000 RTNT P116982/C46150 PP05 -34,107.71 W1 00002074 06/13/2024 THE VAN DYKE CORPORATION 4514374 5000455 SECT 29 RET BASIN IMPR/EXPSN PP05 682,154.29 W1 00002075 06/13/2024 VERIZON WIRELESS SERVICES LLC 1100000 2289950 Verizon MIFI APR29-MAY28 9965289949 1,073.80 W1 00002075 06/13/2024 VERIZON WIRELESS SERVICES LLC 1100000 2289950 Verizon APR24-MAY23 9964898785 5,351.49 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1100000 1150300 VSP J Austin 820318971 -31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1100000 2161400 VSP Premium 05/2024 820318971 4,326.16 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1104130 4112400 VSP I Tenorio 820318971 -31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1104190 4112400 VSP C Acoeda 820318971 31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1104190 4112400 VSP Jenavieve Alvarez 820318971 -31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1104470 4112400 VSP I Barroso 820318971 31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1104470 4112400 VSP F Pantoja 820318971 31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 1104614 4112400 VSP J Breyer 820318971 -31.81 W1 00002076 06/13/2024 VISION SERVICE PLAN INC. 2524662 4112400 VSP C Hernandez 820318971 -31.81 W1 00002077 06/13/2024 VISUAL EDGE IT INC 1104190 4342000 Usage and supplies 04/29-5/28 24AR1804602 2,538.53 W1 00002077 06/13/2024 VISUAL EDGE IT INC 1104190 4342000 Usage&supplies 2TX101725 MAY24 24AR1804539 119.52 W1 00002077 06/13/2024 VISUAL EDGE IT INC 1104190 4342000 Usage&supplies 3TX403772 MAY24 24AR1807180 88.33 W1 00002077 06/13/2024 VISUAL EDGE IT INC 1104190 4342000 Use&supp EHQ402232 MR24-JUNE24 24AR1832434 861.49 W1 00002078 06/13/2024 WILLDAN FINANCIAL SERVICES 3154350 4309000 AD2004-02 Arbitrage7/21-9/2/23 010-58501 1,750.00 W1 00002078 06/13/2024 WILLDAN FINANCIAL SERVICES 3534394 4309000 CFD2005-1 Arbitrage7/21-9/1/23 010-58499 1,750.00 Report Date 06/30/2024 Page 6
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 36 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 00002078 06/13/2024 WILLDAN FINANCIAL SERVICES 3544394 4309000 CFD2021-1 Arbitrage7/21-9/1/23 010-58500 1,750.00 W1 00002079 06/13/2024 WINGED SOLUTIONS INC 1104610 4332001 CC PARK BIRD MITIGATION MAY24 WS053124CP 1,178.00 W1 00002080 06/13/2024 ZARTICO INC 1100000 1430100 Zartico 7/1-12/31 2 OF 2 2024 0001180 17,500.00 W1 02003187 06/13/2024 ACCURATE FIRST AID SERVICES 1104340 4219000 FIRST AID SUPPLIES - CITY HALL C-2516 189.78 W1 02003188 06/13/2024 ALL COLOR GROWERS INC 1104610 4332001 ANNUAL COLOR - CC PARK 2024-241 1,465.40 W1 02003188 06/13/2024 ALL COLOR GROWERS INC 1104614 4337001 ANNUAL COLOR - EL PASEO 2024-241 8,265.50 W1 02003189 06/13/2024 ANGELICA MARRON 1100000 1150100 CEC ADV LODGING A. MARRON ADV LDG 0624AM 900.10 W1 02003189 06/13/2024 ANGELICA MARRON 1100000 1150100 CEC ADV PER DIEM A. MARRON ADV PD 0624AM 407.00 W1 02003189 06/13/2024 ANGELICA MARRON 1100000 1150100 CEC ADV MILEAGE A. MARRON ADV MILE 0624AM 131.32 W1 02003189 06/13/2024 ANGELICA MARRON 1100000 1150100 CEC ADV PARKING A. MARRON ADV PARK 0624AM 75.00 W1 02003190 06/13/2024 BEST SIGNS INC. 2524662 4361000 BANNERS - LIBRARY 98151 876.69 W1 02003190 06/13/2024 BEST SIGNS INC. 4504161 4400100 CC MMBR HONOR PLAQUE 98147 1,361.25 W1 02003191 06/13/2024 BRIAN K. STEMMER CONSTRUCTION 1104340 4331000 R/M CITY HALL 9567 2,300.00 W1 02003191 06/13/2024 BRIAN K. STEMMER CONSTRUCTION 1104340 4331000 R/M CITY HALL 9568 475.00 W1 02003192 06/13/2024 BSN SPORTS LLC 1104611 4219000 SOCCER GOAL/NETS - PARKS 925764864 1,028.01 W1 02003193 06/13/2024 BURRTEC 2774373 4351800 TRASH PICKUP SRV PP East 433101-05/24 8,439.96 W1 02003193 06/13/2024 BURRTEC 2774373 4351800 TRASH PICKUP SRV PP West 433104-05/24 6,905.16 W1 02003193 06/13/2024 BURRTEC 2774373 4351800 TRASH PICKUP SRV PP East 433101-06/24 8,439.96 W1 02003193 06/13/2024 BURRTEC 2774373 4351800 TRASH PICKUP SRV PP West 433104-06/24 6,905.16 W1 02003193 06/13/2024 BURRTEC 5104195 4369601 73710 FW TRASH PICKUP SRV 208162-05/24 482.75 W1 02003193 06/13/2024 BURRTEC 5104195 4369601 73710 FW TRASH PICKUP SRV 208162-06/24 482.75 W1 02003193 06/13/2024 BURRTEC 5104195 4369602 73720 FW TRASH PICKUP SRV 208189-05/24 350.87 W1 02003193 06/13/2024 BURRTEC 5104195 4369602 73720 FW TRASH PICKUP SRV 208189-06/24 350.87 W1 02003194 06/13/2024 CANNONE, RICHARD 1100000 1150100 ICSC ADVANCE R. CANNONE CLR ADV ICSC24 -419.09 W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4311500 ICSC MILEAGE R. CANNONE MILEAGE ICSC24 15.41 W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4312000 ICSC PER DIEM R. CANNONE PER DIEM ICSC24 103.50 W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4312000 ICSC HOTEL R. CANNONE HOTEL ICSC24 107.65 Report Date 06/30/2024 Page 7
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 37 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4312000 ICSC PARKING R. CANNONE PARK ICSC24 40.00 W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4312000 ICSC RIDESHARE R. CANNONE RIDESHARE ICSC24 96.84 W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4312000 ICSC MONORAIL R. CANNONE MISC ICSC24 6.00 W1 02003194 06/13/2024 CANNONE, RICHARD 1104470 4312000 ICSC AIRFARE R. CANNONE AIRFARE ICSC24 189.00 W1 02003195 06/13/2024 CASH, PETTY 1104150 4312500 Budget Study Session 5/07/24 CASTROS 5/07/24 54.99 W1 02003195 06/13/2024 CASH, PETTY 1104150 4312500 Budget Study Session 5/6-5/7 CASTROS 5/07/24 85.50 W1 02003195 06/13/2024 CASH, PETTY 1104150 4312500 Budget Study Session 5/6-5/7 CASTROS 5/06/24 5.19 W1 02003195 06/13/2024 CASH, PETTY 1104154 4312101 Food Recert Training backhoe REYES 4/24/24 33.00 W1 02003195 06/13/2024 CASH, PETTY 1104159 4309300 Last Town Hall Meet 5/29/24 CASTROS 5/29/24 53.46 W1 02003195 06/13/2024 CASH, PETTY 1104417 4312500 Coffee w/Mayor 3/20/24 MAGER 3/28/24 91.97 W1 02003195 06/13/2024 CASH, PETTY 1104430 4366000 Postage - Webstaurant THOMPSON 5/20/24 9.85 W1 02003195 06/13/2024 CASH, PETTY 2524662 4211000 FedEx overnight Valero SVC THOMAS 4/30/24 68.30 W1 02003195 06/13/2024 CASH, PETTY 2524662 4211000 Supplies - Painters Tape GARCIA J 4/30/24 27.01 W1 02003196 06/13/2024 CASH, PETTY 1104110 4312500 CC Mtg. Snacks 5.9.24 CAST 05.08.24 48.24 W1 02003196 06/13/2024 CASH, PETTY 1104110 4312500 CC Snacks 05.23.24 CAST 05.23.24 72.35 W1 02003196 06/13/2024 CASH, PETTY 1104110 4312500 SS Snacks 5.30.24 CAST 5.29.24 69.09 W1 02003197 06/13/2024 Castro, Sarah 1104150 4312500 BREAKFAST WORKDAY 6/06/24 SCASTRO 6.6.24 55.63 W1 02003198 06/13/2024 CBRE INC 1104430 4309000 Appraisals Dsrt Willow 9/2023 0069079-1-23 1,700.00 W1 02003198 06/13/2024 CBRE INC 1104430 4309000 Real Estate Services MAY 2024 0069079-1-23 5,000.00 W1 02003199 06/13/2024 CEJA, ERIC 1104430 4311500 ICSC Mileage Ceja ICSC PD CEJA 15.41 W1 02003199 06/13/2024 CEJA, ERIC 1104430 4312000 ICSC 5/19 - 5/21/24 meals ceja ICSC PD CEJA 172.50 W1 02003199 06/13/2024 CEJA, ERIC 1104430 4312000 ICSC 5/19 - 5/21/24 monorail ICSC PD CEJA 32.00 W1 02003199 06/13/2024 CEJA, ERIC 1104430 4312000 ICSC 5/19 - 5/21/24 airport pa ICSC PD CEJA 60.00 W1 02003199 06/13/2024 CEJA, ERIC 1104430 4312000 ICSC 5/19 - 5/21/24 Hotel Ceja ICSC PD CEJA 287.98 W1 02003200 06/13/2024 CHARTER COMMUNICATIONS 2424549 4365000 MY24 73571 MAGNESIA FALLS-PDAC 0525504051724 265.65 W1 02003200 06/13/2024 CHARTER COMMUNICATIONS 1104190 4365000 JUNE24 Corp Yard Internet 1263576053024 89.99 W1 02003201 06/13/2024 CHRISTOPHER GERRY 1104154 4312101 Spring2024 TuitionReimb CGERRY 5.17.24 3,381.00 Report Date 06/30/2024 Page 8
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 38 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003202 06/13/2024 CITY OF PALM DESERT 2354270 4400100 Plan Check Fees INV-4082 5,275.83 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 1104330 4351000 1052 CORPORATION YARD 315177847704MY24 551.40 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 1104340 4351000 44911 Cabrillo Avenue 712257390932MY24 75.07 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 1104611 4351000 10364 HOVLEY SOCCER PARK 316695849222MY24 7,648.09 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 1104611 4351000 72440 Painters Path - Bump and 681389846188MY24 29.10 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 1104614 4351000 1051 ST MEDIANS "4" 315175847702MY24 2,959.08 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 2304220 4351000 44400 Town Ctr - FS 33 163253444356MY24 148.85 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 2304220 4351000 73200 Mesa View Dr FS 67 176281476314MY24 295.79 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 2774373 4351000 Portola Ave - Fire Meter 797755405410MY24 88.29 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 2774373 4351000 San Luis Rey Ave - Fire Meter 797757405414MY24 88.29 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 4254430 4351000 72880 Hwy 111 - Fire Meter 800643444692MY24 76.07 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 4254430 4351000 72780 HWY 111 (Sears) 815043444678MY24 228.59 W1 02003203 06/13/2024 COACHELLA VALLEY WATER DIST. 4254430 4351000 72880 Hwy 111 - Fire Meter 800645741286MY24 115.01 W1 02003204 06/13/2024 DEL RIO ADVISORS LLC 1104159 4309300 Consulting Calls W/City Staff 00054 700.00 W1 02003205 06/13/2024 DESERT AIR CONDITIONING INC. 5104195 4369601 HVAC SRVS - PARKVIEW 249574 634.39 W1 02003205 06/13/2024 DESERT AIR CONDITIONING INC. 1104330 4331000 HVAC SRVS - CORPYARD 249007 222.92 W1 02003205 06/13/2024 DESERT AIR CONDITIONING INC. 1104611 4331000 HVAC SRVS - HOVLEY SNACKBAR 249139 99.00 W1 02003206 06/13/2024 DESERT ELECTRIC SUPPLY 1104310 4219000 OUTDOOR LIGHTING S3198963.001 133.67 W1 02003207 06/13/2024 DESERT FIRE EXTINGUISHER 1104340 4309000 R/M FIRE SYSTEM - HISTORICAL 12481114 69.69 W1 02003207 06/13/2024 DESERT FIRE EXTINGUISHER 1104800 4388500 R/M FIRE SYSTEM - ARTIST CTR 12481112 122.78 W1 02003207 06/13/2024 DESERT FIRE EXTINGUISHER 1104340 4309000 R/M FIRE SYSTEM - CITY HALL 12480424 1,564.30 W1 02003207 06/13/2024 DESERT FIRE EXTINGUISHER 5104195 4369602 R/M FIRE SYSTEM - STATE BLDG 12479075 593.00 W1 02003208 06/13/2024 DESERT NAPA AUTO PARTS 1104331 4334000 R/M #079 LEASED 077047 47.32 W1 02003209 06/13/2024 DESERT PIPE & SUPPLY 1104340 4219000 WATER KIT - CITY HALL 0016856590 86.79 W1 02003210 06/13/2024 DESERT TREE SPRAYING 1104610 4332001 RODENT/GOPHER CONTROL - CCPARK 2979 290.00 W1 02003210 06/13/2024 DESERT TREE SPRAYING 1104611 4332001 GOPHER/RODENT CONTROL - PARKS 2979 275.00 W1 02003210 06/13/2024 DESERT TREE SPRAYING 1104611 4391000 RODENT/GOPHER CONTROL - GARDEN 2979 80.00 Report Date 06/30/2024 Page 9
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 39 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003210 06/13/2024 DESERT TREE SPRAYING 1104614 4337001 NUTRIENT TREATMENT - EL PASEO 2947 200.00 W1 02003210 06/13/2024 DESERT TREE SPRAYING 1104614 4392101 RODENT/GOPHER CONTROL - ENTRAD 2979 130.00 W1 02003210 06/13/2024 DESERT TREE SPRAYING 2854374 4332100 RODENT/GOPHER CONTROL - K/B 2979 80.00 W1 02003211 06/13/2024 DMV RENEWAL 1104331 4334000 REG FEES TRAILER #136 4KM2342-2024 10.00 W1 02003212 06/13/2024 DRAGON'S EXTERMINATOR 1104611 4332001 BEE HIVE REMOVAL - HOVLEY 89238454 250.00 W1 02003213 06/13/2024 FOSTER GARDNER INC. 1104610 4332001 FERTILIZER - CC PARK 280052 4,634.70 W1 02003213 06/13/2024 FOSTER GARDNER INC. 1104614 4337001 FERTILIZER - EL PASEO 280053 169.00 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 1104159 4365000 D/U CIRCUIT FRED WARING 7605686932-524 61.12 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 1104211 4306001 PHONE SVC 7608629848-524 157.82 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 1104250 4365000 TRAFFIC SIGNAL LINE SVC 7603459146-524 61.12 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 1104344 4365000 PCC PHONE SRV 7605682560-524 148.08 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 2294210 4391400 VALLEY CRIMESTOPPERS HOTLINE 7603417867-524 182.03 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 2714491 4369500 EP PHONE SVC 7606749012-524 122.52 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 5104195 4369601 PARKVIEW BLDG ALARM SRV 7603468393-524 162.84 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 5104195 4369601 PARKVIEW BLDG PHONE SRV 7606741960-524 108.93 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 5104195 4369601 PARKVIEW BLDG FIRE ALARM 7607791904-524 99.61 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 5104195 4369601 PARKVIEW BLDG ALARM SRV 7608361142-524 106.25 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 5104195 4369602 STATE BLDG INTERNET SRV 3101746165-524 67.98 W1 02003214 06/13/2024 FRONTIER COMMUNICATIONS INC 5104195 4369800 HENDERSON BLDG PHONE SRV 7607766715-524 263.05 W1 02003215 06/13/2024 FSI TECH 1100000 1430100 Palo Alto - Firewall INV-4164 1,349.55 W1 02003216 06/13/2024 FULTON DISTRIBUTING 2424549 4219000 JANITORIAL SUPPLIES 637859 1,172.04 W1 02003217 06/13/2024 GARCIA, MARIO 1104300 4391500 0524BOOTREIM - MG 0524BOOTREIMB-MG 250.00 W1 02003218 06/13/2024 HAMMER PLUMBING AND PUMPING 1104611 4331000 CAHUILLA RESTROOM PUMP SRV 33731-1 395.00 W1 02003219 06/13/2024 HARNIK, JAN C. 1104110 4311500 Harnik Mileage 05.2024 MILEAGE 5.2024 16.75 W1 02003219 06/13/2024 HARNIK, JAN C. 1104110 4312000 ICSC Harnik 5.19.24-5.21.24 LDG 5.19.24 232.42 W1 02003219 06/13/2024 HARNIK, JAN C. 1104110 4312000 ICSC Harnik 5.19.24-5.21.24 MEI 05.19.24 172.50 W1 02003219 06/13/2024 HARNIK, JAN C. 1104110 4312000 ICSC Harnik 5.19.24-5.21.24 PARK 5.19.24 60.00 Report Date 06/30/2024 Page 10
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 40 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003219 06/13/2024 HARNIK, JAN C. 1104110 4312000 ICSC Harnik 5.19.24-5.21.24 TAXI 5.19.24 81.93 W1 02003220 06/13/2024 HORIZON LIGHTING INC. 2304220 4331000 ELECT/LIGHTING - FS #33 352372 786.55 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 Dinah Shore Dr/Shopper 50087402-MY24 41.17 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 Dinah Shore Dr/Miriam 50087411-MY24 40.79 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 72800 Dinah Shore Drive 50087423-MY24 73.41 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 Dinah Shore Dr/Monterrey 50087432-MY24 90.92 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 Dinah Shore Dr/Monterey 50087443-MY24 42.20 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 Dinah Shore Dr/Miriam 50087452-MY24 78.97 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 37998 Gerald Ford Dr 50514026-MY24 41.57 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 37996 Gerald Ford Dr Signal LT 50514028-MY24 70.43 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 75396 Frank Sinatra Dr 50540835-MY24 42.78 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 75394 Frank Sinatra Dr St Ligh 50540839-MY24 30.42 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 75398 Frank Sinatra Dr 50540840-MY24 55.31 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 33108 Mont Safety Lt (Prv50650 50887764-MY24 123.08 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104614 4351400 34249 Monterey Ave 50488446-MY24 12.54 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 S/W COR CC WSH 50155642-MY24 121.94 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 S/W COR CC WSH 50155645-MY24 20.29 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 S/W COR CC WSH 50155645-AP24 23.03 W1 02003221 06/13/2024 IMPERIAL IRRIGATION DISTRICT 1104250 4351400 40996 WASH ST TRF SIGNAL 50524526-MY24 102.48 W1 02003222 06/13/2024 JD INTERACTIVE 1104417 4322301 PD Housing Brochure Update INV535 50.00 W1 02003223 06/13/2024 JOE GONSALVES & SON CORP 1104112 4309000 Retainer for legal - JUNE 2024 161640 3,000.00 W1 02003224 06/13/2024 JON'S FLAGS & POLES INC 1104340 4219000 FLAGS - CITY HALL F89698 1,333.28 W1 02003224 06/13/2024 JON'S FLAGS & POLES INC 1104340 4219000 FLAGS F89645 852.60 W1 02003225 06/13/2024 JR THOMAS GOLF CARS INC 1104331 4334000 R/M GOLF CART 42043 118.22 W1 02003226 06/13/2024 KINCAID INDUSTRIES INC 1104340 4331000 R/M PLUMBING - CITY HALL 5457 1,122.57 W1 02003226 06/13/2024 KINCAID INDUSTRIES INC 1104611 4331000 R/M PLUMBING - IRONWOOD 5464 647.28 W1 02003226 06/13/2024 KINCAID INDUSTRIES INC 1104611 4331000 R/M PLUMBING - HOVLEY 5456 1,277.15 Report Date 06/30/2024 Page 11
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 41 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003226 06/13/2024 KINCAID INDUSTRIES INC 2304220 4331000 R/M PLUMBING - FS #67 5467 516.26 W1 02003226 06/13/2024 KINCAID INDUSTRIES INC 2304220 4331000 R/M PLUMBING - FS# 71 5463 648.35 W1 02003227 06/13/2024 KNORR SYSTEMS INC 2424549 4331101 MAY24 MONTHLY PM - AQUATIC CT 236993 2,970.00 W1 02003227 06/13/2024 KNORR SYSTEMS INC 2424549 4331101 MAY24 MONTHLY PM - AQUATIC CT 236995 2,970.00 W1 02003228 06/13/2024 LA PRENSA HISPANA 1104111 4321000 Notice ComDevActPlan 24/25 923 400.00 W1 02003229 06/13/2024 LOCK SHOP INC. 1104340 4219000 KEYS BB10559472 9.54 W1 02003229 06/13/2024 LOCK SHOP INC. 1104340 4219000 KEYS-CITY HALL BB10559910 23.92 W1 02003229 06/13/2024 LOCK SHOP INC. 5104195 4369800 KEYS - HENDERSON BLDG AA00068399 43.96 W1 02003229 06/13/2024 LOCK SHOP INC. 1104611 4219000 LOCKS FOR TRASH ENCLOSURES AA00068293 155.16 W1 02003229 06/13/2024 LOCK SHOP INC. 4254430 4331000 KEYS - SEARS BLDG BB10559799 22.40 W1 02003229 06/13/2024 LOCK SHOP INC. 1104340 4331000 DOOR LOCK SRVS - CITY HALL A136044 160.00 W1 02003229 06/13/2024 LOCK SHOP INC. 1104610 4331000 R/M LOCKS SNACKBAR A136047 130.00 W1 02003229 06/13/2024 LOCK SHOP INC. 2424549 4331101 DOOR LOCK SRV - PDAC A136054 1,034.59 W1 02003230 06/13/2024 LOWE'S HOME CENTERS INC. 1104310 4219000 TOOLS - STREETS 996136-052424 28.07 W1 02003230 06/13/2024 LOWE'S HOME CENTERS INC. 1104611 4219000 SLIDE SEALER - WSC 979464-052924 17.78 W1 02003230 06/13/2024 LOWE'S HOME CENTERS INC. 1104340 4219000 BLDG MAINT SUPPLIES 980001-052924 24.65 W1 02003230 06/13/2024 LOWE'S HOME CENTERS INC. 1104340 4219000 SMALL TOOLS 982182-053024 382.75 W1 02003230 06/13/2024 LOWE'S HOME CENTERS INC. 2304220 4331000 TOOL CHEST-FIRE STATION #71 997129-052424 816.85 W1 02003231 06/13/2024 MARTIN, NICK 1104154 4311500 Laserfiche Conference 4/22-24 MILEAGE4/22/25 309.54 W1 02003231 06/13/2024 MARTIN, NICK 1104154 4312000 Laserfiche Conference 4/22-24 MEALS4/22-25 241.50 W1 02003231 06/13/2024 MARTIN, NICK 1104154 4312000 Laserfiche Conference 4/22-24 PARKING4/22-25 54.00 W1 02003231 06/13/2024 MARTIN, NICK 1104154 4312000 Laserfiche Conference 4/22-24 LODGING4/22-25 639.00 W1 02003231 06/13/2024 MARTIN, NICK 1104154 4312000 Conf- Seminars- Workshops MISC.4/22-25 197.76 W1 02003232 06/13/2024 MELANIE SLATER 1104154 4312101 Spring2024 TuitionReimb MSLATER 5.23.24 2,082.00 W1 02003233 06/13/2024 MERCHANTS BUILDING 5104195 4369601 EXTRA JANITORIAL -PARKVIEW 120 795981 363.15 W1 02003233 06/13/2024 MERCHANTS BUILDING 5104195 4369601 AP24 JANITORIAL - PARKVIEW 120 795981-1 2,532.06 W1 02003233 06/13/2024 MERCHANTS BUILDING 5104195 4369601 MAY24 JNTRL - PARKVIEW OFFICE 802956 2,532.06 Report Date 06/30/2024 Page 12
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 42 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003234 06/13/2024 MLC CONSTRUCTORS INC 2130000 2060000 REL RET P116645 / C45010 REL RET-MFA00007 15,533.50 W1 02003235 06/13/2024 MOWERS PLUS INC 1104331 4334000 SAW INSPECTION 298402 65.00 W1 02003236 06/13/2024 MULTI W SYSTEMS INC 1104610 4332001 EXTRAS - CIVIC CENTER PARK 32430678 5,502.89 W1 02003236 06/13/2024 MULTI W SYSTEMS INC 1104610 4332001 IRRIG PUMP - CIVIC CENTER PARK 32430679 4,750.00 W1 02003236 06/13/2024 MULTI W SYSTEMS INC 1104611 4332001 IRRIG PUMP - FREEDOM / HOVLEY 32430679 6,000.00 W1 02003237 06/13/2024 NATHAN RAYE KRAMAR 1104159 4309300 Interpretation for Townhalls 24001 225.00 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M VEHICLE #071 36127 655.34 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #253 CITY OWNED 34872 1,794.13 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #056 CITY OWNED 34873 1,131.98 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #089 LEASED 35009 901.70 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #081 LEASED 35058 782.01 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #069 CITY OWNED 35261 342.30 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #010 LEASED 35349 434.11 W1 02003238 06/13/2024 OZZIE'S INTERNATIONAL 1104331 4334000 R/M #062 CITY OWNED 35689 83.03 W1 02003239 06/13/2024 PAINTERS WAREHOUSE OF 1104310 4391502 GRAFFITI REMOVAL SUPPLIES 2406-213589 71.42 W1 02003240 06/13/2024 PALM DESERT ACE HARDWARE 1104340 4219000 BLDG MAINT SUPPLIES 246091 50.81 W1 02003240 06/13/2024 PALM DESERT ACE HARDWARE 1104340 4219000 HARDWARE SUPPLIES 246093 66.13 W1 02003240 06/13/2024 PALM DESERT ACE HARDWARE 1104340 4219000 R/M TOOLS 245971 36.59 W1 02003240 06/13/2024 PALM DESERT ACE HARDWARE 1104310 4219000 WELDING SUPPLIES 245938 15.07 W1 02003241 06/13/2024 PARK CONSULTING GROUP INC. 1104190 4390000 APR24 Advisory & Impl Services 469 33,320.00 W1 02003242 06/13/2024 PENTA, RYLAND 1104417 4312500 Coffee with the Mayor 6.4.24 RPENT REIM6.4.24 109.96 W1 02003242 06/13/2024 PENTA, RYLAND 1104417 4312500 Coffee with the Mayor 6.4.24 RPENT REIM6.4.24 44.00 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 1104330 4309000 MY24 PEST CONTROL - CORPYARD 309039 104.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 1104340 4309000 MY24 PEST CONTROL - CITY HALL 309040 49.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 1104340 4309000 MY24 PEST CONTROL - CITY HALL 309042 49.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 1104344 4309000 MY24 PEST CONTROL - PORTOLA CC 309041 74.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 1104800 4388500 MY24 PEST CONTROL -ARTISTS CTR 309051 99.00 Report Date 06/30/2024 Page 13
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 43 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 2304220 4331000 MY24 PEST CONTROL - FS #33 309048 88.00 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 2304220 4331000 MY24 PEST CONTROL - FS #67 309049 71.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 2304220 4331000 MY24 PEST CONTROL - FS #71 309050 71.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 5104195 4369500 MY24 PEST CONTROL-SHERIFF SUBS 309046 88.00 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 5104195 4369601 MY24 PEST CONTROL - PARKVIEW 309044 82.50 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 5104195 4369602 MY24 PEST CONTROL - STATE BLDG 309045 88.00 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 5104195 4369800 MY24 PEST CONTROL - HENDERSON 309047 132.00 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 1104340 4309000 BEE TREATMENT - CITY HALL 309348 425.00 W1 02003243 06/13/2024 POWERFUL PEST MANAGEMENT 2424549 4309000 MY24 PEST CONTROL - PDAC 309336 185.00 W1 02003244 06/13/2024 PPG ARCHITECTURAL FINISHES 1104310 4391502 GRAFFITI REMOVAL SUPPLIES 972220002596 33.92 W1 02003244 06/13/2024 PPG ARCHITECTURAL FINISHES 1104310 4391502 GRAFFITI REMOVAL SUPPLIES 972220002451 243.25 W1 02003245 06/13/2024 PREMIER SECURITY INC. 1104800 4388500 ALARM TESTING - ARTIST CTR 21897 73.89 W1 02003246 06/13/2024 QUINN COMPANY 1104340 4331000 GNRTR SRVCS - CITY HALL WOG00019929 2,101.05 W1 02003246 06/13/2024 QUINN COMPANY 1104340 4331000 GNRTR SRVCS - CITY HALL WOG00019930 2,650.00 W1 02003246 06/13/2024 QUINN COMPANY 2304220 4331000 GNRTR SRVCS - FS #67 WOG00019908 1,167.19 W1 02003246 06/13/2024 QUINN COMPANY 2304220 4331000 GNRTR SRVCS - FS #67 WOG00019909 1,150.00 W1 02003247 06/13/2024 QUINTANILLA, KARINA 1100000 1150100 K.Quint NALEO 24 6.17-6.20.24 ADV CONF 6.17.24 800.00 W1 02003247 06/13/2024 QUINTANILLA, KARINA 1100000 1150100 K.Quint NALEO 24 6.17-6.20.24 ADV MEI 6.17.24 241.50 W1 02003247 06/13/2024 QUINTANILLA, KARINA 1100000 1150100 K.Quint NALEO 24 6.17-6.20.24 ADV LDG 6.17.24 857.27 W1 02003247 06/13/2024 QUINTANILLA, KARINA 1100000 1150100 K.Quint NALEO 24 6.17-6.20.24 ADV MILE 6.17.24 363.14 W1 02003248 06/13/2024 Rafael Muniz 1104300 4391500 0524BOOTREIM - RF 0524BOOTREIMB-RM 190.30 W1 02003249 06/13/2024 REFRIGERATION SUPPLIES DISTRIBUTOR 1104340 4219000 TOOLS - VOLTAGE TESTER 62241047-00 201.37 W1 02003249 06/13/2024 REFRIGERATION SUPPLIES DISTRIBUTOR 5104195 4369602 R/M REFRIGERATION MOTOR 62240751-00 427.05 W1 02003250 06/13/2024 SIMPLOT PARTNERS 1104611 4219000 WATER JUGS - FREEDOM PK 208154927 97.19 W1 02003251 06/13/2024 SKYLINE SAFETY AND SUPPLY 1104310 4219000 NITRILE GLOVES 8460 1,854.05 W1 02003252 06/13/2024 SO CAL GAS 2304220 4351200 44400 Town Ctr Wy - FS#33 06242756002-MY24 157.18 W1 02003252 06/13/2024 SO CAL GAS 2304220 4351200 73995 Country Club Dr - FS#71 13562662000-MY24 85.77 Report Date 06/30/2024 Page 14
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 44 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 1104250 4351400 TRAFFIC SIGNALS TC-1 600001002544MY24 8,955.57 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 1104340 4351400 44911 Cabrillo Avenue 700471509061MY24 106.30 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 1104340 4351400 45656 Mountain View Ave 700749685964MY24 78.73 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 1104610 4351400 CC Park - San Pablo 700167703344MY24 5,889.92 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 1104611 4351400 73510 FW PARKS AL-2 700383536327MY24 3,685.93 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 2304220 4351400 FIRESTATION 33, 67, 71 700028290904MY24 5,601.58 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 4254430 4351400 72880 Highway 111 Sears Bldg 700780412029MY24 1,396.06 W1 02003253 06/13/2024 SOUTHERN CALIFORNIA EDISON 5104195 4369601 73710 FW STE204 700835256536MY24 160.11 W1 02003254 06/13/2024 SPERIDIAN TECHNOLOGIES LLC 1104190 4390000 Solution Checkpoint 2 signoff 33263 108,180.00 W1 02003255 06/13/2024 ST. FRANCIS ELECTRIC LLC 1104250 4332500 R/M OC TRAFFIC SIGNAL AP24 20016882 308.50 W1 02003255 06/13/2024 ST. FRANCIS ELECTRIC LLC 1104250 4332500 R/M OC TRAFFIC SIGNAL AP24 20016881 2,475.00 W1 02003255 06/13/2024 ST. FRANCIS ELECTRIC LLC 1104250 4332500 R/M OC TRAFFIC SIGNALS MR24 20016880 21,623.65 W1 02003256 06/13/2024 THERMAL TRUCK AND RV 1104331 4334000 R/M #011 - CITY OWNED 27364 320.00 W1 02003257 06/13/2024 TKE ENGINEERING INC 1104130 4301150 Stormwater/drain JAN & FEB2024 2024-133 8,250.00 W1 02003257 06/13/2024 TKE ENGINEERING INC 4524136 4400100 TO006122-New Library FEB 2024 2024-302 9,107.50 W1 02003257 06/13/2024 TKE ENGINEERING INC 4524136 4400100 TO006122-New Library MAR 2024 2024-413 10,292.50 W1 02003258 06/13/2024 TOM WELCH CREATIVE 2524662 4309000 BRANDED MATERIALS PD LIBRARY 2402 3,600.00 W1 02003259 06/13/2024 TOWNSEND PUBLIC AFFAIRS INC 1104159 4309000 Grant Management Svcs 5/24 21616 9,000.00 W1 02003259 06/13/2024 TOWNSEND PUBLIC AFFAIRS INC 1104159 4309000 Grant Management Svcs 6/24 21768 9,000.00 W1 02003260 06/13/2024 TPX COMMUNICATIONS 1104190 4365000 Internet/ Phone Svc 5/23-6/22 179457454-0 5,624.07 W1 02003261 06/13/2024 Trubee, Evan 1104110 4311500 ICSC Trubee 5.19.24-5.21.24 MILEAGE 5.19.24 195.95 W1 02003261 06/13/2024 Trubee, Evan 1104110 4312000 ICSC Trubee 5.19.24-5.21.24 LDG 05.19.24 221.09 W1 02003261 06/13/2024 Trubee, Evan 1104110 4312000 ICSC Trubee 5.19.24-5.21.24 MEI 5.19.24 172.50 W1 02003261 06/13/2024 Trubee, Evan 1104110 4312000 ICSC Trubee 5.19.24-5.21.24 PARK 05.19.24 15.00 W1 02003261 06/13/2024 Trubee, Evan 1104110 4312000 ICSC Trubee 5.19.24-5.21.24 TAXI 05.19.24 71.74 W1 02003262 06/13/2024 U S POSTMASTER 1104417 4302600 Brightside Postage for FY23-24 BRIGHTSIDEJULY24 5,800.00 W1 02003262 06/13/2024 U S POSTMASTER 1104417 4302600 Brightside Postage for FY23-24 BRIGHTSIDEJULY24 1,692.78 Report Date 06/30/2024 Page 15
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 45 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W1 02003263 06/13/2024 UNIFIRST CORPORATION 1104310 4214000 INDUSTRIAL UNIFORM RENTAL 2200138303 173.15 W1 02003264 06/13/2024 WATERLINE TECHNOLOGIES INC 2424549 4211100 CHEMICALS - AQUATIC CENTER 5685394 1,199.26 W1 02003264 06/13/2024 WATERLINE TECHNOLOGIES INC 2424549 4211100 CHEMICALS - AQUATIC CENTER 5685962 1,541.90 W1 02003264 06/13/2024 WATERLINE TECHNOLOGIES INC 2424549 4211100 CHEMICALS - AQUATIC CENTER 5687096 2,720.80 W1 02003265 06/13/2024 XPRESS GRAPHICS 1104417 4322301 PD decals 24-62893 278.85 W1 02003265 06/13/2024 XPRESS GRAPHICS 1104417 4361000 Coffee with the Mayor - x100 24-62605 61.78 W1 02003265 06/13/2024 XPRESS GRAPHICS 1104159 4211000 5K White City Envelopes 24-62562 662.88 W1 02003265 06/13/2024 XPRESS GRAPHICS 1104111 4211000 BCC Recruitment Brochures #24-62733 187.81 W1 02003266 06/13/2024 ZUMAR INDUSTRIES INC. 1104310 4219000 STREET SIGN SUPPLIES 9220 1,933.60 Examined and Approved Total For Bank ID - W1
1,396,009.81 City Manager
Examined and Approved
Mayor or Mayor Pro-Tem
Audited and Found Correct
Director of Finance
Report Date 06/30/2024 Page 16
City and Housing
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 46 Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/13/2024 - 6/30/2024
City of Palm Desert
Account Number
W3 00002536 06/13/2024 COUNTY OF RIVERSIDE 7034195 4368001 SARDA Land Sales FY22-23 SARDA LAND SALES 16,007.84 Examined and Approved Total For Bank ID - W3
16,007.84 City Manager
Examined and Approved
Mayor or Mayor Pro-Tem
Audited and Found Correct
Director of Finance
Report Date 06/30/2024 Page 17
Successor Agency
DocuSign Envelope ID: EE5F187B-7A68-47B7-97A8-EE6A57C06CA7 47 48
Bank ID Check Number Check Date Vendor Name
Check Register
Transaction Desc Invoice Amount Paid
6/14/2024 - 6/14/2024
City of Palm Desert
Account Number
W1 02003267 06/14/2024 THOMPSON, DEBBIE L 1100000 3799999 REISSUE PAY FOR 2401120 24011201088 500.00 Examined and Approved Total For Bank ID - W1
500.00 City Manager
Examined and Approved
Mayor or Mayor Pro-Tem
Audited and Found Correct
Director of Finance
Report Date 06/14/2024 Page 1
City and Housing
DocuSign Envelope ID: 47DEFF0D-B880-4D10-B435-1182A76E7175 49 50
CITY OF PALM DESERT
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Nick Melloni, AICP, Principal Planner
REQUEST: AWARD CONTRACT TO CLARION ASSOCIATES OF DENVER,
COLORADO, TO CREATE A UNIFIED DEVELOPMENT CODE FOR THE
CITY IN AN AMOUNT NOT TO EXCEED $428,080 AND APPROPRIATE
FUNDS FROM RESERVES
RECOMMENDATION:
1. Award contract to Clarion Associates of Denver, CO, to complete a comprehensive amendment to the City’s Zoning Ordinance and create Unified Development Code in an amount not to exceed $428,080.
2. Appropriate $428,080 from unassigned General Fund Reserve monies to Account No. 1104470-4305000 for Fiscal Year 2024-25.
3. Authorize the City Attorney to make any necessary non-monetary changes to the agreement.
4. Authorize the City Manager to execute said agreement and contract amendments per Palm Desert Municipal Code Section 3.30.170.
BACKGROUND/ANALYSIS:
The foundation for all policy and regulation of land in the City of Palm Desert is the City’s 2040 General Plan adopted on November 10, 2016. The land use and development goals, policies and objectives of the General Plan are codified into regulation through Title 25 (Zoning), Title 26 (Subdivisions) and Title 27 (Grading) of the Palm Desert Municipal Code together with chapters of Title 24 (Environment and Conservation) and Title 28 (Flood Damage Prevention).
While each of these titles work together to enact regulations for development in the City, they have never been comprehensively updated together for consistency. The Zoning Ordinance was last comprehensively updated in 2013, and since that time has been amended in section. By comparison, the Subdivision Ordinance was largely adopted in 1976, and since that time has been amended only a handful of times. There is a severe need to amend these titles comprehensively to enact the 2040 General Plan, ensure they are updated for today’s State and Federal Laws, and to guarantee the City’s development requirements are clear and consistent.
A Unified Development Code (UDC) combines traditional zoning and subdivision ordinances, as well as other desired City regulations such as grading, design review and stormwater management, into a single document. The intended purpose of combining these regulations is to streamline and coordinate development processes by removing inconsistencies and outdated development policies. A UDC will be clear, use consistent language and definitions across all definitions and utilize easy-to-understand communication tools such as tables and illustrations to establish development regulations.
51 City of Palm Desert
Clarion Associates – Unified Development Code
On April 19, 2024, staff issued a Request for Proposals (ID No. 2024-RFP-113) on OpenGov seeking proposals from qualified firms for a comprehensive amendment to the City’s Zoning Ordinance and create Unified Development Code (Services).
On April 25, 2024, staff held a mandatory pre-proposal meeting to review the scope of work and answer questions/clarify any items in the RFP. Approximately four firms attended the meeting including Clarion Associates, MIG, Inc., Interwest Consulting Group, Inc., and Terra Nova Planning and Research.
The deadline to submit proposals was May 13, 2024, at 5:00 p.m. One qualified firm submitted proposals for the City’s request: Clarion Associates (“Clarion”). Other firms requested an extension to submit their proposal, but given they had one month to prepare their proposal, staff had concerns about whether the firm could meet the established deadlines in the RFP and did not extend the deadline.
A review panel consisting of the Development Services Director and two (2) Principal Planners reviewed the proposal and concluded that the firm is highly qualified to complete the Services.
Clarion’s proposed scope includes
- Task 1: Project Orientation and Management – This task serves as the kickoff of the plan and development of frameworks for project management and public participation. - Task 2: Issue Identification and Zoning Code Analysis – This task involves reviewing current ordinance documents to identify issues and work with committees made of staff, residents, and other stakeholders.
- Task 3: Draft Unified Development Code – This task will involve preparation of drafts to update the zoning code including districts, standards and procedures and present them to the public for comment and input.
- Task 4: Unified Development Code Adoption – Based on feedback on the drafts, Clarion will complete the final code for adoption by the City Council.
Clarion has a proven track record and Staff confident their proposal will satisfy all elements of the scope of work.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Strategic Plan:
The action will implement Land Use, Housing & Open Space Goal 5 of the General Plan by utilizing progressive land use policies and standards to support ongoing and future needs. The action will also enact policies of the general plan by ensuring goals, policies and objectives of the 2040 General Plan are codified into local regulation.
FINANCIAL IMPACT:
Funding for this agreement, not to exceed $428,080, will require an appropriation from Unassigned General Fund Reserve monies to Account 1104470-4305000 in Fiscal Year 2024-
25. This item was not included in the FY 2024-25 Proposed Budget due to the timing of the RFP 52 City of Palm Desert
Clarion Associates – Unified Development Code
process. Budget proposals are due in late February. Because this type of project has not occurred previously, staff did not want to include an amount that had no basis for estimation.
ATTACHMENTS:
1. Clarion Associates Proposal
2. Clarion Associates Proposed Fee
3. Draft Professional Services Agreement
53 54
55 56
57 58
59 60
61 62
63 64
65 66
Goebel
Senior
Associate
Associate
Graphics/
Support
TOTAL
Hourly Rate $290 $180 $120 $130
Task 1: Project Orientation and Management
1.1 Initial Project Meetings (including trip) 16 16 0 0 $7,520
1.2 Public Participation Plan 12 12 0 0 $5,640
1.3 Branding 2 2 0 12 $2,500
14 Project Management 60 60 0 0 $28,200
Hours 90 90 0 12 192
Labor Costs $26,100 $16,200 $0 $1,560 $43,860
Number of Trips 1 1
Trip Costs $1,200 $1,000 $2,200
Task 2: Issue Identification and Zoning CTaosdke Total $46,060 Analysis
2.1 Document Review 8 12 4 0 $4,960
2.2 Initial Committee Meetings 20 20 0 0 $9,400
2.3 Survey 12 20 8 0 $8,040
2.4 Stakeholder Interviews 40 60 20 0 $24,800
2.5 Issue Identification 20 20 10 0 $10,600
2.6 Zoning Code Analysis - Staff Draft 40 60 24 0 $25,280
2.7 Zoning Code Analysis - Public Draft
(including trip) 40 40 20 0 $21,200
2.8 Annotated Outline - Staff Draft 20 40 16 0 $14,920
2.9 Annotated Outline - Public Draft (including trip) 32 40 4 0 $16,960 Hours 224 300 102 0 626
Labor Costs $64,960 $54,000 $12,240 $0 $131,200
Number of Trips 2 2
Trip Costs $2,400 $2,000 $4,400
Task Total $135,600
Task 3. Draft New Unified Development Code
3.1 Staff Drafts
1 - Zone districts and uses 40 40 40 80 $34,000
2 - Development and design standards 40 60 80 60 $39,800 3 - Administration and procedures 40 40 60 10 $27,300
3.2 Public Review Drafts
1 - Zone districts and uses (including trip) 40 60 20 16 $26,880 2 - Development and design standards (including
trip) 50 60 40 16 $32,180
3 - Administration and procedures (including trip) 40 40 4 4 $19,800
3.3 Testing 20 40 60 80 $30,600
Hours 270 340 304 266 1,180
Labor Costs $78,300 $61,200 $36,480 $34,580 $210,560
Number of Trips 3 3 1
Trip Costs $3,600 $3,000 $1,000 $7,600
Task Total $218,160
Task 4. UDC Adoption
4.1 Consolidated Adoption Draft 8 20 20 10 $9,620
4.2 Public Hearings and Workshops 32 16 0 0 $12,160
4.3 Final Unified Development Code 4 8 4 0 $3,080
Hours 44 44 24 10 122
Labor Costs $12,760 $7,920 $2,880 $1,300 $24,860
Number of Trips 2 1
Trip Costs $2,400 $1,000 $3,400
Task Total $28,260
TOTAL $428,080
Palm Desert, California - Unified Development Code -
6/10/2024
Clarion Associates
67 68
Contract No. ___________
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CITY OF PALM DESERT
PROFESSIONAL SERVICES AGREEMENT
1. Parties and Date. This Agreement is made and entered into this 1st day of July, 2024, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and Clarion Associates LLC a Limited Liability Company, with its principal place of business at 1600 Stout Street, Suite 1700, Denver, CO 80202 ("Vendor").
The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties."
2. Recitals.
2.1 Project.
The City is a public agency of the State of California and is in need of professional services for the following project:
Creation of a Unified Development Code Project
(hereinafter referred to as “the Project”).
2.2 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement.
Consultant is duly licensed and has the necessary qualifications to provide such services.
3. Terms.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from July 1, 2024, to June 30, 2026, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than THREE additional one-year terms. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Independent Contractor; Control and Payment of Subordinates.
The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their 69 Contract No. ___________
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performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause.
The key personnel for performance of this Agreement are as follows: Matt Goebel, Director and Darcie White, Director .
3.2.5 City's Representative. The City hereby designates Nick Melloni, Principal Planner, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Consultant's Representative. Consultant hereby designates Matt Goebel, Director, or his designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants, and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants 70 Contract No. ___________
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shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Period of Performance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing by the City and Consultant (“Performance Milestones”).
Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage.
Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.
Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation.
Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.
3.2.10 Laws and Regulations; Employee/Labor Certification. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause. 71 Contract No. ___________
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3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement and shall not violate any such law at any time during the term of the Agreement.
3.2.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, physical disability, ancestry, sex, age, marital status, gender, gender identity, gender expression, sexual orientation, reproductive health decision making, veteran or military status, or any other consideration made unlawful by federal, state, or local laws. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.2.10.3 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed.
3.2.11 Insurance.
3.2.11.1 Minimum Requirements. Without limiting Consultant’s indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City. (A) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(B) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, nonowned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City’s Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. (C) Professional Liability (Errors & Omissions) Insurance.
Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the 72 Contract No. ___________
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effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement. (D) Workers’ Compensation Insurance. Consultant shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives.
(E) Umbrella or Excess Liability Insurance. Consultant may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have
applied proves to be uncollectible in whole or in part for any reason;
(2) Pay on behalf of wording as opposed to reimbursement; (3) Concurrency of effective dates with primary policies; and (4) Policies shall “follow form” to the underlying primary policies.
(5) Insureds under primary policies shall also be insureds under the umbrella or excess policies.
If coverage is maintained on a claims-made basis, Consultant shall maintain such coverage for an additional period of three (3) years following termination of the Agreement.
3.2.11.2 Other Provisions or Requirements.
(A) Proof of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
(B) Duration of Coverage. Consultant shall procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants. (C) Primary/Non-Contributing. Coverage provided by
Consultant shall be primary and any insurance or self-insurance procured or maintained by City 73 Contract No. ___________
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shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or selfinsurance shall be called upon to protect it as a named insured. (D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement.
(E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
(F) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G) Enforcement of Contract Provisions (non estoppel).
Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
(H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance.
Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for 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. (I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and 74 Contract No. ___________
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representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies.
(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (M) Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review.
(N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice. (O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.
3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority.
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drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations, and policies of this Section.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed four hundred and twenty-eight thousand, eighty dollars ($428,080) without written approval of the City Council or City Manager, as applicable.
3.3.2 Payment of Compensation. Consultant shall submit to City monthly invoices which provide a detailed description of the Services and hours rendered by Consultant.
City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
3.4 Labor Code Requirements.
3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify, and hold the 76 Contract No. ___________
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City, its officials, officers, employees, agents, volunteers and representatives, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of Services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.
3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code and agrees to comply with such provisions before commencing the performance of the Services.
3.5 Accounting Records.
3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6 General Provisions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.
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3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.
3.6.1.3 Early Termination. Notwithstanding any provision herein to the contrary, if for any fiscal year of this Agreement the City Council fails to appropriate or allocate funds for future payment under the Agreement after exercising reasonable efforts to do so, the City may upon seven (7) days’ written notice, order work on the Project to cease. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation.
3.6.1.4 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: Clarion Associates
1600 Stout Street, Suite 1700
Denver, CO 80202
ATTN: Matt Goebel
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: Nick Melloni, Development Services Department
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.6.3 Ownership of Materials and Confidentiality.
3.6.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at 78 Contract No. ___________
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the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.
3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.
3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents, and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment, or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.
3.6.3.4 Indemnification – Documents and Data. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers, agents and representatives free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.
3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or 79 Contract No. ___________
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the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information.
Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.
3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement.
3.6.5 [Reserved]
3.6.6 Indemnification.
3.6.6.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers, or representatives.
3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, 80 Contract No. ___________
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understandings, or agreements.
3.6.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.
3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.
3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City.
Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
3.6.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not workdays. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, volunteers, and representatives except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.6.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.6.16 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.
3.6.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not 81 Contract No. ___________
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paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON NEXT PAGE]
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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT
BY AND BETWEEN THE CITY OF PALM DESERT
AND CLARION ASSOCIATES LLC
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.
CITY OF PALM DESERT
By:
L. Todd Hileman
City Manager
Attest:
By:
Anthony J. Mejia
City Clerk
Approved as to form:
By:
Best Best & Krieger LLP
City Attorney
CLARION ASSOCIATES LLC
By:
Matt Goebel
Its: Director
Printed Name:
____________________________
QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
83 Contract No. ___________
Exhibit “A”
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EXHIBIT “A”
SCOPE OF SERVICES
[***INSERT SCOPE***]
84 Contract No. ___________
Exhibit “B”
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EXHIBIT "B"
SCHEDULE OF SERVICES
[***INSERT SCHEDULE***]
85 Contract No. ___________
Exhibit “C”
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EXHIBIT "C"
COMPENSATION
[***INSERT RATES & AUTHORIZED REIMBURSABLE EXPENSES***] In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Riverside-San Bernardino-Ontario, CA. 86
CITY OF PALM DESERT
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Kalaina Perez, Management Analyst
REQUEST: APPROVE AMENDMENT NO. 3 TO CONTRACT NO. C37610 WITH
WILLDAN FINANCIAL SERVICES FOR COMPREHENSIVE USER FEE
STUDY AND COST ALLOCATION PLAN
RECOMMENDATION:
1. Approve Amendment No. 3 to Contract No. C37610 with Willdan Financial Services for comprehensive user fee study and cost allocation plan, extending the contract term through December 31, 2024.
2. Authorize the City Attorney to make any necessary, non-monetary changes to the agreement.
3. Authorize the City Manager to execute the requested amendment.
BACKGROUND/ANALYSIS:
On May 23, 2019, the City Council approved a contract with Willdan Financial Services to conduct a comprehensive fee study and full cost allocation plan. The initial 13-month timeline projected completion by June 30, 2020. However, due to the COVID-19 pandemic and unforeseen challenges, the study was delayed. The effort picked back up in 2022, and to ensure a thorough analysis of the user fees, Clearsource Financial Consulting was enlisted in April 2023 to assist with the reviewing all Development Services fees including the methodology in how building permit fees are assessed.
The last comprehensive fee study occurred in 2004. Such projects typically take 2 years to complete, depending on the existing fee structure's complexity. While Willdan's initial work provided a valuable foundation, the expanded scope required a complete restructuring of the development fees.
Upon completion, staff will present the draft development fees at a study session for initial review and discussion. Following that, the draft fees will be submitted to the Desert Valley Builders Association (DVBA) and the community for review and comments prior to formal consideration by the City Council.
This six-month extension will allow for the study's finalization, incorporation of City Council feedback, and opportunity to get input from the DVBA and community. This additional time ensures a well-designed, equitable, and cost-reflective fee structure.
Legal Review:
This report has been reviewed by the City Attorney’s office.
FINANCIAL IMPACT:
There are no additional costs associated with this extension.
ATTACHMENTS:
1. Amendment No. 3 Draft Agreement
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AMENDMENT NO. 3 TO THE PROFESSIONAL SERVICES AGREEMENT BETWEEN THE
CITY OF PALM DESERT AND WILLDAN FINANCIAL SERVICES
1. Parties and Date.
This Amendment No. 3 to the made and entered into as of this 27th day of June 2024, by and between the City of Palm Desert (“City”) and Willdan Financial Services, a Corporation, with its principal place of business at 27368 Via Industria, Suite 200, Temecula, CA 92590 ("Vendor"). The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties."
2. Recitals.
2.1 Agreement. The City and Willdan Financial Services have entered into an agreement entitled “Professional Services Agreement” dated May 23, 2019 (“Agreement” or “Contract”) for the purpose of retaining the services of Willdan Financial Services to provide a comprehensive user fee study and full cost allocation plan.
2.2 Amendment No. 1. The City and Willdan Financial Services amended the Agreement to extend its term of Agreement from May 27, 2019, to June 30, 2023. The parties have heretofore entered into that Amendment No. 1 dated May 23, 2019.
2.3 Amendment No. 2. The City and Willdan Financial Services amended the Agreement to extend its term of Agreement from May 27, 2019, to June 30, 2024. The parties have heretofore entered into that Amendment No. 2 dated June 22, 2023.
2.4 Amendment No. 3. The City and Willdan Financial Services desire to amend the Agreement to extend its term of Agreement from May 27, 2019, to December 31, 2024.
2.5 Amendment Authority. This Amendment No. 3 is authorized pursuant to Section No. 3 of the Agreement.
3. Terms.
3.1 Term. Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:
Term. “The term of this Agreement shall be from May 27, 2019, to December 31, 2024, unless earlier terminated as provided herein.”
3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 3, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 3. From and after the date of this Amendment No. 3, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 3.
3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 3.
3.4 Severability. If any portion of this Amendment No. 3 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall 89 Contract No. ___________
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continue in full force and effect.
3.5 Counterparts. This Amendment No. 3 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR AMENDMENT NO. 3 TO PROFESSIONAL SERVICES
AGREEMENT BETWEEN THE CITY OF PALM DESERT
AND WILLDAN FINANCIAL SERVICES
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 3 to the PROFESSIONAL SERVICES AGREEMENT as of the day and year first above written.
CITY OF PALM DESERT
By:
L. Todd Hileman
City Manager
Attest:
By:
Anthony J. Mejia
City Clerk
Approved as to form:
By:
Isra Shah
Best Best & Krieger LLP
City Attorney
WILLDAN FINANCIAL SERVICES, A
CORPORATION
By:
Chris Fisher
Vice President
By:
Rebekah Smith
Assistant Secretary
QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
91 92
CITY OF PALM DESERT
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Erika Castellano on behalf of the Mayor and City Council REQUEST: APPOINT AND REAPPOINT APPLICANTS TO THE CITY OF PALM DESERT’S ESTABLISHED BOARDS, COMMISSIONS, COMMITTEES,
AND TASKFORCES (“APPOINTED BODIES”)
RECOMMENDATION:
Appoint/Reappoint the individuals, as outlined in the staff report, to serve on the City of Palm Desert’s appointed bodies for the term of July 1, 2024, through June 30, 2028, except as noted.
BACKGROUND/ANALYSIS:
The City Council received copies of the current appointed body applications and roster information. Interviews with selected applicants were conducted on Thursday, May 30, and Tuesday, June 4, 2024. Following the interviews, the City Council deliberated and provided staff with directions regarding the desired appointments and reappointments.
Appointed Body Appointee
Civic Engagement Committee Gregg Akkerman
Kristy Giraud
Joyce Haraughty (term ending June 30, 2026)
Stacie Hedges
Nancy Provost (term ending June 30, 2026)
Brook Stjerne
Emily Vogt
Finance Committee Jake Wuest
Housing Commission Andy Firestine (term ending June 30, 2027) Dominic Moore (term ending June 30, 2026)
Library Advisory Committee Jann Buller
Matthew Johnson (term ending June 30, 2026)
Risa Lumley
Cathy Malone (term ending June 30, 2026)
Paul Murphy (Alternate)
Ralph Perry (Alternate)
Robin Stewart
Parks and Recreation Committee Tim Skogen (term ending June 30, 2027) Rob Langerford (term ending June 30, 2027)
Resource Preservation and
Enhancement Committee
Estelle Dahl (term ending June 30, 2025)
Donald Ziegler (term ending June 30, 2027)
93 City of Palm Desert
Appointments and Reappointments to Boards, Commissions, Committees, and Taskforces
Legal Review:
This report has been reviewed by the City Attorney’s office.
FINANCIAL IMPACT:
The requested action does not have a direct financial impact on the City’s budget.
ATTACHMENTS:
1. Summary of City Council recommendations for appointments and reappointments 94 Boards, Commission, Committee, Tasforce
Reappointments and Vacancies
May 30, 2024
June 4, 2024
Committee/Commission
Positions
Available Applicant Applicant2 Applicant3 Applicant4 Applicant5 Applicant6 Applicant7 Applicant8 Applicant9 Civic Engagment 9 Gregg Akkerman Brook Stjerne Emily Vogt Kristy Giraud Stacie Hedges Nancy Provost Joyce Haraughy Finance 1 Jake Wuest
Housing (HA Tenant) 1 Dominic Moore Andy Firestine to fill Dominic's term and position of PD resident Library Committee 7 Robin Stewart Risa Lumley Jann Buller Matthew Johnson Cathy Malone Paul Murphy Ralph Perry Marketing 3
Parks & Recreation 2 Tim Skogen Rob Langerford
Resource Preservation (RPEC) 3 Tony Quiroz Estelle Dahl Donald Ziegler Reappointment
Appoint to vacant position
Appoint as alternate
Unavailable
Revised: 6/11/2024, 9:24 AM
G:\CityClrk\Erika Castellano\Boards-Committees-Commissions\2024 BCC Interviews Page 1 95 96
CITY OF PALM DESERT
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Eric Ceja, Director of Economic Development REQUEST: APPROVE AMENDMENT NO. 1 TO CONTRACT C45420 FOR ANNUAL
FUNDING AND PARTICIPATION WITH THE COACHELLA VALLEY
ECONOMIC PARTNERSHIP
RECOMMENDATION:
1. Approve Amendment No. 1 to Contract C45420 providing $25,000 for Fiscal Year 2024/25 and Fiscal Year 2025/26 for participation and funding with the Coachella Valley Economic Partnership (CVEP).
2. Direct the City Attorney to make any non-substantive changes to the contract.
3. Direct the City Manager to execute the contract amendment.
BACKGROUND/ANALYSIS:
In 2023, the City Council approved Contract No. C45420 for a three-year annual funding and participation agreement with the Coachella Valley Economic Partnership (CVEP). The contract agrees to an annual contribution of $50,000 each fiscal year through fiscal year 2025/2026 dependent on Council budget appropriation. For fiscal year 2023/2024 the City contributed $50,000; however, for the upcoming 2024/2025 fiscal year staff is recommending a reduced contribution of $25,000 annually moving forward for the term of the contract.
The current contract requires CVEP to submit quarterly reports to the City about the organizations activities that describe their regional efforts and direct assistance to Palm Desert businesses. These reports typically highlight several meetings and events attended by CVEP staff and the number of Palm Desert businesses assisted; for Q4 2023, the total number of businesses assisted is four (4).
The organization is also undergoing evaluation of their core mission and future operations within the economic development space. The board has had several meetings on which direction to take and a change in the organization mission will be identified this year.
Staff also researched other local agencies annual contribution and found that only one (1) city participates at a level above the City of Palm Desert; City of Palm Springs, and that several cities, including Coachella, La Quinta, and Desert Hot Springs provide no contribution to the CVEP.
City Contribution
Cathedral City $25,000
Indian Wells $10,000
Indio $5,000
97 City of Palm Desert
(Amend. Contract No. C45420 for annual CVEP Participation)
Palm Desert $50,000
Palm Springs $75,000
Rancho Mirage $10,000
Tribal Government(s)
Agua Caliente Band of Cahuilla Indians $20,000
Staff recommends the reduced contribution based on the limited impact on Palm Desert based businesses and the current participation levels of the other Coachella Valley cities. While the organization provides limited value, its full impact cannot be determined until its mission is clarified. Therefore, staff recommends a reduced funding amount of $25,000 annually through the remainder of the contract.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Project Description:
An amendment to existing Contract (C45420) is attached to this report. The amendment reflects the staff’s recommendation to reduce annual participation to $25,000 through FY 2025/2026.
FINANCIAL IMPACT:
The fiscal contribution of $25,000 is included in the City’s FY24/25 Budget in Account No. 110- 4430-4363000.
ATTACHMENTS:
1. Amendment No. 1 to C45420
98 Contract No. ______________
AMENDMENT NO. 1 TO AGREEMENT BETWEEN THE
COACHELLA VALLEY ECONOMIC PARTNERSHIP
AND THE CITY OF PALM DESERT AS IT RELATES TO
FUNDING AND PARTICIPATION
1. Parties and Date.
This Amendment No. 1 to the Joint Funding Agreement (Contract No. C45420) is made and entered into as of this 27th day of June, 2024, by and between the CITY OF PALM DESERT (“City”), a municipal corporation and COACHELLA VALLEY ECONOMIC PARTNERSHIP (“CVEP”), a nonprofit public corporation in California. City and CVEP are sometimes individually referred to herein as “Party” and collectively as “Parties.”
2. Recitals.
2.1 The Parties previously entered into Contract No. C45420 (“Agreement”), under which the City provided certain funds to CVEP in furtherance of CVEP’s efforts for regional economic development, subject to City Council budget appropriations.
2.2 During the FY2024-2025 budgeting process, the City Council modified the funding amount available for contribution to CVEP.
2.2 The Parties now desire to amend the Agreement to reflect payment terms consistent with the current budget appropriations.
3. Terms.
3.3 Section 1 (Purpose) of the Agreement is hereby amended in its entirety to read as follows:
“This Agreement is made for the express purpose of City, upon appropriation, to provide a payment of Fifty Thousand Dollars and NO/100 ($50,000) in FY 2023/2024, Twenty Five Thousand Dollars and No/100 ($25,000) in FY 2024/2025, and Twenty Five Thousand Dollars and No/100 ($25,000) in FY 2025/2026.
3.6 Continuing Effect of Agreement. Except as amended by this Amendment No. 1, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 1. From and after the date of this Amendment No. 1, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1.
3.8 Severability. If any portion of this Amendment No. 1 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.9 Counterparts. This Amendment No. 1 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
99 Contract No. ______________
[SIGNATURES ON FOLLOWING PAGE]
100
Contract No. ______________
SIGNATURE PAGE FOR AMENDMENT NO. 1 TO CONTRACT NO. C45420
BETWEEN THE CITY OF PALM DESERT
AND COACHELLA VALLEY ECONOMIC PARTNERSHIP
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 1 to the Joint Funding Agreement as of the day and year first above written.
CITY OF PALM DESERT
By:
L. Todd Hilman
City Manager
ATTEST:
By:
Anthony J. Mejia
City Clerk
APPROVED AS TO FORM:
By:
Best & Krieger LLP
City Attorney
COACHELLA VALLEY ECONOMIC
PARTNERSHIP
By:
Its:
Printed
Name:
By:
Its:
Printed
Name:
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102
CITY OF PALM DESERT
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Veronica Chavez, Director of Finance
REQUEST: APPROVE CITY SPONSORSHIP AND OUTSIDE AGENCY FUNDING FOR FISCAL YEAR 2024-25
RECOMMENDATION:
1. Approve Community Sponsorship Awards in the amount of $539,500 to the agencies listed herein with associated restrictions and conditions, including confirmation of events prior to distribution, if applicable.
2. Approve Outside Agency Funding Awards in the amount of $521,000 to the agencies listed herein with associated restrictions and conditions, including confirmation of event prior to distribution, if applicable.
3. Approve increase FY 2024-25 Proposed Annual Budget in the amount of $96,000 to the appropriate General Fund Contributions account numbers, as detailed in this report.
4. Authorize the City Manager or designee to consider alternative requests during the year provided the request is consistent with the original request.
5. Pending approval of the FY 2024-25 City of Palm Desert Annual Budget, authorize the City Manager or designee to execute any documents necessary to effectuate the actions taken herewith.
BACKGROUND/ANALYSIS:
The Outside Agency Funding Program was designed to support organizations that further Palm Desert programs and services and assist residents in need of support. Primary consideration is given to recognized nonprofit organizations that directly benefit Palm Desert residents, nonprofit organizations that indirectly affect the quality of life for the residents of Palm Desert, and those applicants meeting the health and human service needs of underserved populations.
The Outside Agency Program Guidelines provide several rules that the organization is required to qualify for funding. One of the requirements is that organizations receiving funding through Community Development Block Grant (CDBG) and/or other funding in the same period are not considered for Outside Agency funding. For this reason, staff has combined the review process for all programs to ensure compliance and fair distribution of available City funds. The guidelines also call out that recreational fundraising events (i.e. golf tournaments, luncheon/dinner sponsorships and tickets, gala attendance and support) do not qualify for Outside Agency funding. These requests are handled through our Contribution Sponsorships. A copy of each of the guidelines is included in the packet for reference.
Information regarding the availability of Outside Agency Funding and CDBG Funding, as well as the applications, was made available on the City's Procurement Portal, OpenGov, at the beginning of January 2024. Applications for Community Event Sponsorship Funding were available on OpenGov in March 2024. Staff also conducted outreach through all City social 103
City of Palm Desert
Approve Outside Agency Funding for Fiscal Year 2024-25
media avenues including Facebook, Instagram, and via the Brightside Newsletter. Staff also emailed and called all prior recipients and interested parties to ensure they were notified about the application for funding deadline.
The amount recommended and brief descriptions of all items that were determined to be eligible for funding were discussed during the Outside Agency Funding Committee Meeting. The eligible items approved will be included in the Agency's agreement as allowable expenditures. As a reminder, below is the proposed budget as submitted during the Budget Study Sessions on May 7, 2024. These amounts were proposed primarily from prior year approvals and any incremental updates for partnership agencies. The remaining budgets were allocated evenly to new applicants as we did see a dramatic increase in funding requests this year.
FY 2024-25 Budget Proposal Breakdown Original Amount
Sponsored Events $528,500
GPSCVB Funding (STR TOT) $469,000
OA – Various Agencies $70,445
OA – PD Schools $59,555
Artist Council Building $40,000
City Council Seats $12,500
YMCA Jean Benson Child Care Center/Youth Council $56,000 Lincoln and PDCMS Afterschool Programs $150,000
Joslyn (Cove Communities Agreement) $247,025
The Living Desert $250,000
Total Budgeted $1,883,025
As part of the application review process, selection teams were established for each funding program. The teams reviewed and scored all applicants in OpenGov based on the program guidelines and proposed budget. Funding recommendations have been made within the proposed budget, but the committee may suggest changes to recommended funding amounts.
Additional amounts requested are included in this report and noted below, based on feedback from City Council during the budget study sessions.
Sponsored Event Applicants and Recommendations
Funding
Request
Funding
Recommendatio
1 7th Regiment 29 Palms Marine Corp Program $5,000 $5,0 2 Fashion Week El Paseo (Yr. 2 of 3) $200,000 $200,0
3 PD Food & Wine (Yr. 2 of 3) $100,000 $100,0
4 Restaurant Week $5,000 $5,0
5 Modernism Week $5,000 $5,0
6 PD's Student Art & Essay Contest $3,500 $3,5
7 Community Event Sponsorships $180,000 $186,0
8 Charitable Sponsorships* $30,000 $35,0
Total Request/Approved $528,500 $539,5
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*
Outside Agency Applicants and Recommendations
Funding
Request
Funding
Recommendatio
Palm Desert Schools (3-Year Agreements)
1 Abraham Lincoln Elementary School (Yr. 1 of 3) $5,000 $3,0 2 James E. Carter Elementary School PTO (Yr. 1 of 3) $10,000 $7,5 3 Palm Desert Middle School Foundation (Yr. 1 of 3) $14,000 $9,5 4 Palm Desert Middle School PTO (Yr. 1 of 3) $10,000 $9,5 5 Palm Desert High School Foundation (Yr. 1 of 3) $10,000 $10,0 6 Ronald Reagan Elementary School (Yr. 3 of 3) $5,555 $5,5 7 Washington Charter School PTO (Yr. 1 of 3) $15,000 $7,5 $69,555 $52,5
Non-Profit Organizations
1 AAUW- American Association of University Women $6,000 $3,0 2 ACT for Multiple Sclerosis $7,800 $5,0
3 Assistance League Coachella Valley $4,000 $2,5
4 Big Brothers Big Sisters of the Desert $10,000 $8
5 CVDPN- Coachella Valley Disaster Preparedness Network $5,000 $8 6 Desert Arc $30,000
7 Desert Autism Foundation $5,000 $3,8
8 Do The Right Thing - Greater Palm Springs $5,000 $2
9 Elder Love USA, Inc. $10,000 $8,0
10 First Tee $5,000 $5,0
11 Green Room Theatre Company $5,000 $8
12 HARC, Inc.- Health Assessment and Research for Communities $10,000 13 Historical Society of Palm Desert $19,000 $16,0
14 Jewish Community Center Chabad $20,000 $2,0
15 Jewish Family Service of the Desert $10,000 $5,0
16 John F Kennedy Memorial Foundation $7,500 $1,3
17 Palm Springs Air Museum Building Imps $75,000 $75,0
18 Palm Springs Friends of Philharmonic $7,500 $2,5
19 PDLQ Youth Football, Inc. $12,500 $2,5
20 Palm Springs Air Museum** $10,000 $8,0
21 PSIPC- Palm Springs International Piano Competition $20,000 $2,0 22 Palm Springs Opera Guild of the Desert Response $5,000 $8 23 Read With Me Volunteer Programs $10,000 $3,0
24 Shay's Warriors Life after Cancer $10,000 $8
25 The Girlfriend Factor $22,800 $8
26 Tools For Tomorrow $4,000 $8
27 United Cerebral Palsy of the Inland Empire $5,000 $8 28 Variety the Children's Charity of the Desert $10,000 $2,5 Non-Profit Organizations Continued
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Approve Outside Agency Funding for Fiscal Year 2024-25
29 World Affairs Council of the Desert $3,000 $3,0
30 YMCA of the Desert – Jean Benson $44,000 $44,0
31 YMCA of the Desert – Youth & Government $12,000 $12,0 32 Miscellaneous Funding for Flexibility $5,000 $5,0
$415,100 $218,4
Partnerships- City Funded Program Requests
1 Living Desert (Year 1 of 5) $250,000 $250,0
$250,000 $250,0
Disqualified – Did not meet minimum requirements for program 1 Coachella Valley Journalism Foundation $15,000
$15,000
Total Request/Approved $749,655 $521,0
*Requires an increase to the budget appropriation
Partnerships- City Funded Programs
1 Lincoln Afterschool Care Program (Yr. 4 of 4) $75,000 $75,0 2 PDCMS Afterschool Care Program (Yr. 4 of 4) $75,000 $75,0 3 Joslyn Center (Cove Communities Agreement) $247,025 $247,0 4 GPSCVB Funding (STR TOT) $469,000 $469,0
5 Artist Council Building $40,000 $40,0
6 City Council Individual Seats $12,500 $12,5
$918,525 $918,5
Total Request/Approved $2,196,680 $1,979,0
-Additional Funding Support provided to Eisenhower Hospital in the amount of $1M in FY 2024-25 (Yr. 2 of Additional Budget Requested for Outside Agency Funding
1 First Tee $5,0
2 Palm Springs Air Museum $75,0
3 Outside Agency Flexibility $5,0
$85,0
Additional Budget Requested for Charitable Sponsorship
1 Pickering Events – Date Festival $5,0
2 Southland Events – PD Half Marathon Increase (Total $12,500) $2,5 3 Sponsored Events Decrease ($1,5
4 Charitable Sponsorship Flexibility Increase $5,0
$11,0
Additional FY 2024-25 Budget Request $96,0
Original FY 2024-25 Proposed Budget Request $1,883,0
Revised FY 2024-25 Budget Request $1,979,0
Staff contacted all organizations who were awarded community event sponsorship and outside agency funding in FY 2023-24 and/or directed those who showed an interest in said funding to the application process prior to the closing date.
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Any specific award requirements, conditions or restrictions will be noted in the draft minutes of the meeting and will be incorporated into the agreement. Those requests that included funding for an event will be subject to confirmation that the event will be held. If the event is not held, or held in a different format, it is recommended that the City Manager or his designee be authorized to consider alternative requests from the same agencies provided the revised request is consistent with the original request. Staff recommends that the Outside Agency Committee approve funding to the above-listed organizations as presented in addition to the additional requests for budget.
The Outside Agency committee reviewed staff recommendations for each funding/sponsorship program, along with the applications from each applicant and approved funding in the amount of $1,979,025 for all FY 2024-25 Outside Agency Funding programming. The committee’s recommendation is $96,000 higher than proposed during the recent budget study session’s and will reduce the estimated surplus by that same amount as noted below.
FINANCIAL IMPACT:
Approval of this request will result in the above-listed agencies receiving the designated amounts as Outside Agency Funding for FY 2024-25 contingent upon completion of all necessary requirements included in the Agreement. The proposed budget presented on May 6th and 7th projected a General Fund surplus of $260,865. If approved, the additional funding requests included here will reduce the projected General Fund surplus to $159,865. Pending approval of the FY 2024-25 Annual Budget, funds will be available in the appropriate Contribution and Sponsorship account numbers: 1104800-4306201, 1104800-4388000, 1104800-4388100, and 1104800-4389100.
ATTACHMENTS:
1. Funding Recommendation for Community Event Sponsorships
2. Funding Recommendation for Charitable Sponsorships
3. Funding Recommendation for Outside Agency Funding
4. Preliminary Minutes- Outside Agency Committee Meeting of May 30, 2024
5. Outside Agency Guidelines
6. Community Event Sponsorship Guidelines
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108
$164,500 $271,000 $180,000 $186,000
1 Alzheimer's Coachella Valley (ACV) 3rd Annual Chuck Olsen Caregiver Award Open House $1,000 $5,000 $2,000 $2,000 Gold Patron Sponsorship recommended per application. 2 Angelina Padron, House of Energy WellFest $500 $7,500 $1,000 $1,000 Event at River in Rancho Mirage. 3 Autism Society Inland Empire Sensory Inclusive Autism Family Holiday Party $1,000 $3,000 $3,000 $3,000 4 Bighorn Institute Bighorn Institute's 2024 Annual Party and Golf Classic - $2,500 - - Possibly consider table sponsorship. 5 California Desert Chorale Spring concert $2,500 $6,000 $2,500 $2,500 6 Desert Cancer Foundation Paint El Paseo Pink $2,500 $2,500 $2,500 $2,500 Recommended amount based on policy. 7 EP Black Label Yum FoodFest $7,500 $20,000 $7,500 $7,500 8 Friends of the Desert Mountains Wildflower Festival $15,000 $20,000 $18,000 $18,000 Friends of the Desert Mountains secondary event "Desert Kids Fun Fest" not taking place in 2025.
9 LocaliQ Celebrate CV $25,000 $75,000 $25,000 $25,000 Ticket Sponsorship recommended per application. 10 Martha's Village & Kitchen Thanksgiving 5K $2,500 $10,000 $2,500 $2,500 Recommended amount based on policy. 11 Palm Desert Area Chamber of Commerce Business Awards $7,500 $7,500 $7,500 $7,500 12 Palm Desert Area Chamber of Commerce 60th Annual Palm Desert Golf Cart Parade $60,000 $50,000 $50,000 $50,000 Sponsorship request to also include in-kind RSO services paid by the City.
PDACC to contract with Tops N Barricades for traffic control services. 13 Palm Desert Area Chamber of Commerce Peace Officer & Public Safety Luncheon $10,000 $10,000 $10,000 $10,000 14 Palm Desert Area Chamber of Commerce State of the City $10,000 $10,000 $10,000 $10,000 15 PS Power Palm Desert Night at the Ballpark $2,500 $4,500 $2,500 $2,500 16 Rotary Club of Palm Desert Pancake Breakfast @ Golf Cart Parade $2,000 $2,500 $2,000 $2,000 23/24 sponsorship awarded for the 75th Jubilee Celebration event. 17 Southland Events, LLC Palm Desert Half Marathon & 5K $10,000 $15,000 $10,000 $12,500 18 USA Endurance Events USA Women's Marathon & Half Marathon Palm Desert - $5,000 $5,000 $5,000
Event took place in 2019 and was scheduled to take place in 2020 but was cancelled due to COVID. Sponsorship in the amount of $7,500 was awarded previously. Awarded funding contingent upon organizer providing list of additional funding sources.
19 WynTennis LLC Wilson World Tennis Classic & George Anich Senior Cup - $10,000 $7,500 $7,500
Palm Desert Senior Games and International Sports Festival did not seek funding this year. Both events are international and the Senior Cup hosts 1,000 players. $5,000 awarded for the Wilson World Tennis Classic. $2,500 awarded for the George Anich Senior Cup.
20 Pickering Events, LLC Riverside County National Fair & Date Festival $5,000.00 $5,000.00 - $5,000.00 21 Event Sponsorships Additional Amount for Flexibility - - $11,500.00 $10,000.00 Fiscal Year 2024-25
Community Event Sponsorships Recommendation: $186,000
Agency Event Title Review Staff Analysis FY 24/25
Recommendation
FY 24/25
Approved
FY 24/25
Funding Request
FY 23/24
Approved
109
110
Charitable Sponsorships FY 23/24
Approved
FY 23/24
Expended
FY 24/25
Recommendation
FY 24/25
Estimated
Approvals
$25,700 $26,850 $35,000 $35,000
Misc. Table Sponsorships Budget $10,500 - $4,900 $7,600 Palm Desert Rotary - Citizen of the Year $2,000 $2,000 $2,000 $2,000 *Desert Best Friends Closet - Put Your Best Shoe Forward Luncheon $1,000 $1,200 $1,200 $1,200 Family YMCA of the Desert - Hoedown at Sundown $2,000 $2,000 $2,000 $2,000 *Desert Senior Inspiration Awards $3,000 $4,000 $4,000 $4,000 Joslyn Senior Center Runway Fashion Show Luncheon $1,500 $1,500 $1,500 $1,500 *Desert Sands Educational Foundation - Gala $2,000 $2,000 $2,000 $2,000 National Philanthropy Day $1,200 $1,500 $1,500 $1,500
State of the College - COD $2,500 $2,500 $2,500 $2,500
LifeStream Thanks4Giving - $3,500 $3,500 $3,500
Desert Arc - Champions of Change Luncheon - $1,500 $1,500 $1,500 Indian Wells Rotary Luncheon (4 individual seats) - $200 $200 - Ophelia Project - Wings and Dreams Annual Luncheon - $1,200 $1,200 $1,200 Foundation on Aging - Golf Tournament (birdie sponsorship) - $1,000 $1,000 $1,000 Riverside County Deputy Sheriff Relief Foundation (tee sign sponsorship - March) - $1,000 $1,000 $1,000
Riverside County Deputy Sheriff Relief Foundation (tee sign sponsorship - September) - $1,000 $1,000 $1,000
Desert Recreation District - Bowling Tournament - $750 $750 $750 Harvey Milk Annual Breakfast - - $750 $750
Bighorn Institute's 2024 Annual Party and Golf Classic - - $2,500 - *Amount inconsistent than what was approved
Charitable Sponsorships Fiscal Year 2024-25
(Breakfast, Luncheon, Gala, Philanthropic, and Other)
Funding Recommendation: $35,000
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Palm Desert Schools (3-year agreements)
1 Abraham Lincoln Elementary School (Yr. 1 of 3) 5th Grade Ocean Institute Trip, Aquatic Center, McCallum, Historical Society, Living Desert $5,000 $5,000 $3,000 $3,000
2 James E. Carter Elementary School PTO (Yr. 1 of 3) Busses, Riley's Farm, Science Night, Assembly for History Brought to Life, McCallum $7,500 $10,000 $7,500 $7,500
3 Palm Desert Middle School Foundation (Yr. 1 of 3)
KARE-Program Kindness, Attention, Respect, Excellence Program:
In-School and After school intervention and enrichment, social and emotional learning, mentoring, mindfulness training, and charter education-based creative writing.
$9,500 $14,000 $9,500 $9,500
4 Palm Desert Middle School PTO (Yr. 1 of 3) Author Fee for 3 Assemblies, Book Signing, Writer's workshop $9,500 $10,000 $9,500 $9,500 5 Palm Desert High School Foundation (Yr. 1 of 3) Turnitin Software- plagiarism detection software $10,000 $10,000 $10,000 $10,000 6 Ronald Reagan Elementary School (Yr. 3 of 3) Read-A-Thon, English & Spanish Books, Bags for Students, HeavyDuty Banker Boxes for Classroom Book Sets $5,555 $5,555 $5,555 $5,555 7 Washington Charter PTO (Yr. 1 of 3) McCallum Theater Education- Aesthetic Education Program $7,500 $15,000 $7,500 $7,500 $54,555 $69,555 $52,555 $52,555
Non-Profit Organizations
1 AAUW- American Association of University Women Tech Trek Camp, STEM activities, Gov Trek, Student Leaders for Palm Desert (PD) Residents NEW $6,000 $3,000 $3,000
2 ACT for Multiple Sclerosis Strength one-on-one sessions and 12 classes @ $125 for PD Residents $7,800 $7,800 $5,000 $5,000
3 Assistance League Coachella Valley Shoes, Shirts, Socks, Underwear, and Hygiene Kits for PD Schools $2,500 $4,000 $2,500 $2,500 4 Big Brothers Big Sisters of the Desert Mandatory Training for Volunteers in PD NEW $10,000 $875 $875 5 Coachella Valley Disaster Preparedness Network
(CVDPN) In-Person Training, Ready to Go Red Bags for PD Residents NEW $5,000 $875 $875 6 Desert Arc Nutrition Program for PD Residents NEW $30,000 - - 7 Desert Autism Foundation Occupational Therapy Fees Desert Autism Covers for PD Families NEW $5,000 $3,849 $3,849 8 DO THE RIGHT THING - GREATER PALM SPRINGS DTRT Recognition, Student Assistance Project for PD Students NEW $5,000 $250 $250 Agency FY 24/25
Recommendation
FY 23/24
Approved
FY 24/25
Funding Request
Outside Agency Fiscal Year 2024-25
Funding Recommendations: $521,000
Description FY 24/25
Approved
113
Agency FY 24/25
Recommendation
FY 23/24
Approved
FY 24/25
Funding Request
Outside Agency Fiscal Year 2024-25
Funding Recommendations: $521,000
Description FY 24/25
Approved
Non-Profit Organizations Continued
9 Elder Love USA, Inc. Caregiving and Case Management Services for Low Income PD Seniors NEW $10,000 $8,000 $8,000
11 First Tee OA Funding or Sponsorship Funding NEW $5,000 $5,000 $5,000 12 Green Room Theatre Company Costumes NEW $5,000 $875 $875 13 HARC, Inc.- Health Assessment and Research for
Communities Personnel and Printing do not Align with OA Goals NEW $10,000 - - 14 Historical Society of Palm Desert Displays & Exhibits, Archive/ Preservations, Fire/ Intrusion Alarm & Facility Upkeep, Mini Muster $16,000 $19,000 $16,000 $16,000 15 Jewish Community Center Chabad Educational Supplies, Food for Elderly/Sick/Vulnerable & Educate about hate and intolerance NEW $20,000 $2,000 $2,000
16 Jewish Family Service of the Desert Counseling and Camp Scholarship $5,000 $10,000 $5,000 $5,000 17 John F Kennedy Memorial Foundation Polo Shirts for Ambassadors & Graduating Teddy Bears for Ophelia Project NEW $7,500 $1,346 $1,346
18 Palm Springs Air Museum Building Imps Expansion for Education Programs for Local Schools/ Field Trips (Yr. 1 of 2) NEW $75,000 $75,000 $75,000
19 PS Air Museum Adult Admissions for Palm Desert Residents & City Employees on PD day, PD Flyover $8,500 $10,000 $8,000 $8,000
20 Palm Springs Friends of Philharmonic Summer Music Camp for Palm Desert Students $5,000 $7,500 $2,500 $2,500 21 PDLQ Youth Football, Inc. 30% of 150 Athletes Helmet Reconditioning NEW $12,500 $2,500 $2,500 22 PSIPC- Palm Springs International Piano Competition Cost to host Junior International Piano Competitions Final Round performers to perform at the McCallum Theatre $1,400 $20,000 $2,000 $2,000 23 Palm Springs Opera Guild of the Desert Response Costumes NEW $5,000 $875 $875 24 Read With Me Volunteer Programs Books for Abraham Lincoln Elementary School $2,500 $10,000 $3,000 $3,000 25 Shay's Warriors Life after Cancer Class support for free monthly programs and support accountability groups
NEW $10,000 $875 $875
26 The Girlfriend Factor Emergency assistance to PD women NEW $22,800 $875 $875 27 Tools For Tomorrow Young Artists Exhibition and Desert X Field Trips, Busses to the Two Field Trips NEW $4,000 $875 $875
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Agency FY 24/25
Recommendation
FY 23/24
Approved
FY 24/25
Funding Request
Outside Agency Fiscal Year 2024-25
Funding Recommendations: $521,000
Description FY 24/25
Approved
Non-Profit Organizations Continued
28 United Cerebral Palsy of the Inland Empire Karate Exams/Belts/Uniforms NEW $5,000 $875 $875 29 Variety the Children's Charity of the Desert To Support PD Clients to Attend Events, Activities, and Socially Inclusive Opportunities $2,500 $10,000 $2,500 $2,500
30 World Affairs Council of the Desert Transportation costs for winning team to Washington, DC NEW $3,000 $3,000 $3,000 31 Miscellaneous Funding for Flexibility- as requested by CC during Budget Study Session NEW $5,000 $5,000 $5,000
$43,400 $359,100 $162,445 $162,445
Partnerships- City Funded Program Requests
1 YMCA of the Desert
Art Experience Items & FCCH Multi Age Art Consumables, School Water Play Actives, Sensory Play, Adaptive Equipment for Special Needs Children, Site Support (Electricity costs at Jean Benson Preschool), Participant Support (Financial Assistance), Facility Support (Cleaning Costs)
$44,000 $44,000 $44,000 $44,000
2 YMCA - Youth & Gov Youth & Government High School Legislature and Court Program Scholarships for PD Low Income Students $12,000 $12,000 $12,000 $12,000 3 The Living Desert
The Living Desert’s 2024-25 Programming and Projects supporting The Living Desert’s Mission: Desert Conservation through Preservation, Education and Appreciation. (Yr. 1 of5)
NEW $250,000 $250,000 $250,000
$56,000 $306,000 $306,000 $306,000
Disqualified
1 Coachella Valley Journalism Foundation Salaries NEW $ 15,000.00 $ - $ - $ 15,000
Total $749,655 $521,000 $521,000
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Outside Agency Fiscal Year 2024-25
Funding Recommendations: $521,000
Organizations Approved Funding in FY23/24 That Did Not Reapply for FY24/25 1 AYSO
2 CREATE Center for the Arts
3 Desert Recreation District
4 Gerald Ford Elementary
5 Media All Stars
7 Palm Desert High School Sports Booster
8 Pegasus Therapeutic Riding Center
9 Sister Cities International SoCal Chapter
Approved $2,500 for Two Shade Kiosks for on Court Shading Approved $5,000 for Bus Transportation from DSUSD schools in PD to Ranch in PD Approved $0 for Panel Sponsorship for California Youth Leadership Summit (CYLS) Approved $3,500 for Scholarships for VIP Players (Special Needs) Approved $2,750 for Camp 3D Sumer Camp (10@275/each)
Approved $5,000 for PD Resident Membership Fees (25@200/each) Approved $2,500 to Sponsor Underprivileged Students Who Could Not Afford the 3 Day Science Camp at Pathfinder Ranch Approved $445 for Fall Schedule Posters for Palm Desert HS. Athletics 116
1 OUTSIDE AGENCY COMMITTEE
CITY OF PALM DESERT
REGULAR MEETING MINUTES
May 30, 2024, 2:00 p.m.
Present: Member Jan Harnik, Member Amy Lawrence, Member Karina Quintanilla, Chair Veronica Chavez
Absent: Member Todd Hileman, Member Isra Shah
Also Present: City Attorney representative Jill Tremblay, Senior Grants and Contracts Analyst Joe Barron
1. CALL TO ORDER
A Regular Meeting of the Outside Agency Committee was called to order by Chair Chavez on Thursday, May 30, 2024, at 2:00 p.m. in the Administrative Conference Room, City Hall, located at 73-510 Fred Waring Drive, Palm Desert, California.
2. ROLL CALL
3. NON-AGENDA PUBLIC COMMENTS
None.
4. CONSENT CALENDAR
Motion by: Member Quintanilla
Seconded by: Member Lawrence
To approve the consent calendar as presented.
Motion Carried (3 to 0, with Member Harnik abstaining)
4.a APPROVAL OF MINUTES
Motion by: Member Quintanilla
Seconded by: Member Lawrence
Approve the Minutes of May 30, 2023.
Motion Carried (3 to 0, with Member Harnik abstaining)
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Outside Agency Funding Committee
May 30, 2024
2 5. ACTION CALENDAR
5.a CITY SPONSORSHIPS
Items 5.a.1 and 5.a.2 were considered concurrently.
Member Lawrence provided a staff report and reviewed the applications received for City Sponsorships with the Committee.
Fred Bell, representing Palm Springs Air Museum, spoke in support of funding the application submitted by his agency, and shared additional information about the request.
Following discussion, The Committee recommended that the Palm Springs Air Museum contribution should be a two-year contribution rather than one year.
Motion by: Member Quintanilla
Seconded by: Member Harnik
Recommend that the City Council:
1. Approve Community Event Sponsorships in the amount of $186,000 to the organizations listed in Item 5.a.1, with associated restrictions and conditions, including confirmation of events prior to distribution, if applicable.
2. Approve Charitable Sponsorships in the amount of $35,000 to the organizations listed in Item 5.a.12, with associated restrictions and conditions, including confirmation of events prior to distribution, if applicable.
Motion Carried (4 to 0)
5.a.1 COMMUNITY EVENT SPONSORSHIPS
Community Event Sponsorships were recommended for approval in the amount of $186,000 as follows:
Alzheimer's Coachella Valley $2,000
Angelina Padron, House of Energy $1,000
Autism Society Inland Empire $3,000
California Desert Chorale $2,500
Desert Cancer Foundation $2,500
EP Black Label - Yum FoodFest $7,500
Friends of the Desert Mountains $18,000
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3 LocaliQ - Celebrate CV $25,000
Martha's Village & Kitchen $2,500
PDACC - Business Awards $7,500
PDACC - 60th Annual Golf Cart Parade $50,000
PDACC - Peace Officer & Public Safety Luncheon $10,000
PDACC - State of the City $10,000
PS Power - Palm Desert Night at the Ballpark $2,500
Rotary Club of PD - Pancake Breakfast - Golf Cart Parade $2,000 Southland Events, LLC - PD Half Marathon & 5K $12,500
USA Endurance Events - Women's Marathon & Half
Marathon
$5,000
WynTennis LLC - Wilson World Tennis Classic $5,000
WynTennis LLC - George Anich Senior Cup $2,500
Date Festival $5,000
Event Sponsorships - Additional Funds for Flexibility $10,000
5.a.2 CHARITABLE SPONSORSHIPS
The Committee determined that an overall budget amount would be awarded for Charitable Sponsorships rather than specific line item amounts due to the fluctuation in event costs that may result in actual costs being less than or greater than the amount projected at the time of application submission. The Committee recommended an overall budget of $35,000 and sponsorship approval of the following agencies:
Desert Arc - Champions of Change Luncheon
Desert Best Friends Closet - Put Your Best Shoe Forward Luncheon Desert Recreation District - Bowling Tournament
Desert Sands Educational Foundation - Gala
Desert Senior Inspiration Awards
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4 Family YMCA of the Desert - Hoedown at Sundown
Foundation on Aging - Golf Tournament (birdie sponsorship) Harvey Milk Annual Breakfast
Joslyn Senior Center - Runway Fashion Show Luncheon
LifeStream -Thanks4Giving
National Philanthropy Day
Ophelia Project - Wings and Dreams Annual Luncheon
Palm Desert Rotary - Citizen of the Year
Riverside County Sheriff Foundation (tee sign sponsorship - March) Riverside County Sheriff Foundation (tee sign sponsorship - September) State of the College - COD
5.b OUTSIDE AGENCY SPONSORSHIPS
Items 5.b.1 through 5.b.5 were considered concurrently.
Chair Chavez provided a staff report and reviewed the applications received for Outside Agency Sponsorships with the Committee.
Motion by: Member Harnik
Seconded by: Member Quintanilla
Recommend that the City Council award Outside Agency Sponsorship funds in the amount of $521,000 to the agencies listed in Items 5.b.1 through 5.b.5 with associated restrictions and conditions, including confirmation of event prior to distribution, if applicable.
Motion Carried (4 to 0)
5.b.1 PALM DESERT SCHOOLS
Palm Desert Schools were recommended for approval in the amount of $52,555 as follows:
Abraham Lincoln Elementary School $3,000
James E. Carter Elementary School PTO $7,500
Palm Desert Middle School Foundation $9,500
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5 Palm Desert Middle School PTO $9,500
Palm Desert High School Foundation $10,000
Ronald Reagan Elementary School $5,555
Washington Charter School PTO $7,500
5.b.2 NON-PROFIT ORGANIZATIONS
Non-Profit Organizations were recommended for approval in the amount of $82,445 as follows:
AAUW- American Association of University Women $3,000
ACT for Multiple Sclerosis $5,000
Assistance League Coachella Valley $2,500
Big Brothers Big Sisters of the Desert $875
CVDPN- Coachella Valley Disaster Preparedness Network $875 Desert Autism Foundation $3,849
Do the Right Thing - Greater Palm Springs $250
Elder Love USA, Inc. $8,000
Green Room Theatre Company $875
Historical Society of Palm Desert $16,000
Jewish Community Center Chabad $2,000
Jewish Family Service of the Desert $5,000
John F Kennedy Memorial Foundation $1,346
Palm Springs Friends of Philharmonic $2,500
PDLQ Youth Football, Inc. $2,500
Palm Springs Air Museum $8,000
PSIPC - Palm Springs International Piano Competition $2,000 Palm Springs Opera Guild of the Desert Response $875
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6 Read With Me Volunteer Programs $3,000
Shay's Warriors Life after Cancer $875
The Girlfriend Factor $875
Tools For Tomorrow $875
United Cerebral Palsy of the Inland Empire $875
Variety the Children's Charity of the Desert $2,500
World Affairs Council of the Desert $3,000
Misc Funding for Flexibility $5,000
5.b.3 PARTNERSHIPS / CITY FUNDED PROGRAMS
Partnerships and City Funded Programs were recommended for approval in the amount of $306,000 recommended as follows:
YMCA of the Desert $44,000
YMCA - Youth & Gov $12,000
The Living Desert $250,000
5.b.4 LATE SUBMISSIONS
Chair Chavez reported that First Tee and Palm Springs Air Museum applications were received after the due date. The Committee reviewed and recommended approval as follows:
First Tee $5,000
Palm Springs Air Museum (2 yr agreement) $75,000
5.b.5 INELIGIBLE APPLICATIONS
Chair Chavez reported that Coachella Valley Journalism Foundation submitted an application and was determined ineligible as the organization did not meet the requirement of a minimum of five years in operation. 122
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7 5.c COMMUNITY DEVELOPMENT BLOCK GRANTS
Items 5.c.1 through 5.c.3 were discussed concurrently.
Senior Contracts and Grants Analyst Barron provided a staff report and reviewed the applications with the Committee.
Motion by: Member Quintanilla
Seconded by: Member Harnik
Recommend that the City Council approve the FY 2024-25 CDBG funding allocations for the proposed funding of subrecipient’s Programs and/or Projects.
Motion Carried (4 to 0)
5.c.1 PUBLIC SERVICES APPLICATIONS
Public Services applications were recommended for approval in the amount of $54,816 as follows:
Desert Recreation District $5,000
Fair Housing Council of Riverside County $31,816
Operation SafeHouse $18,000
5.c.2 PUBLIC FACILITIES AND IMPROVEMENTS APPLICATIONS
Public Facilities and Improvements applications were recommended for approval in the amount of $240,200 as follows:
Desert Arc $ 110,000
The Joslyn Center $ 75,000
The Ranch Recovery $ 55,200
5.c.3 ADMINISTRATION
Program Administration was recommended for approval in the amount of $70,430.
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8 6. ADJOURNMENT
The Outside Agency Committee adjourned at 4:05 p.m.
Respectfully submitted,
_________________________
Niamh M. Ortega, CMC, Assistant City Clerk
Recording Secretary
_________________________
Veronica Chavez, Finance Director
Secretary
_________________________
DATE APPROVED BY OUTSIDE AGENCY COMMITTEE
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1 CITY OF PALM DESERT
OUTSIDE AGENCY / CHARITABLE CONTRIBUTIONS COMMITTEE
Outside Agency Application Guidelines (Revised January 1, 2024) FOCUS
The Outside Agency Charitable Contributions Committee was designed to support charities that further Palm Desert programs and services and assist residents in need of support. • Primary consideration is given to recognized nonprofit organizations that directly benefit Palm Desert residents.
• Secondary consideration is given to recognized nonprofit organizations that indirectly affect the quality of life for the residents of Palm Desert.
• Preference is given to those applicants meeting the health and human service needs of underserved populations.
OBJECTIVES
• Protection and improvement of the living environment for the residents of Palm Desert. • Assistance to low and moderate-income households and special population groups such as the elderly in meeting basic needs.
• Enabling residents to increase or improve his/her capacity to successfully handle issues over the long-term without continuing public assistance.
PRIORITIES
Priority is given in the following order to programs, projects or services that:
1. Address basic living conditions of the residents of Palm Desert, which include food and shelter.
2. Improve an individual’s or household’s health, basic living conditions and capacity to be selfsufficient, which include health care and related transportation, seniors, children, and youth services.
3. Improve the livability of the community. While these requests may provide programs or services that are not of necessity, they do offer exposure to arts and culture, advocacy, historic places or events, animals, educational programs, or services related to employment or job training, and other programs or services deemed necessary to support community groups and organizations.
Funding for certain events or activities that do not fall under the Special Programs umbrella may be considered on a case-by-case basis and must be open to the public (e.g. public park, inclusive event.)
APPLICATION GUIDELINES FOR RECOGNIZED NON-PROFIT ORGANIZATIONS
1. Failure to comply with these Guidelines, including misuse of funds, may result in the termination of funding and disqualification from future grant cycles. 125
Guidelines for Application Review and Consideration
Revised: January 1, 2024
2 2. This is a competitive grant process; all applications will be evaluated based on the merit of the program or project. Applications must be complete in order to be accepted. Applications must:
A. Describe the organization’s purpose, years of operation, and leadership team; B. Include the estimated number of people that will be impacted by the use of the grant funds; C. Explain how the proposed use of grant funds aligns with community needs and the community benefit that will be achieved by the use of the grant funds; D. Describe project feasibility and the organization’s financial stability; E. Indicate whether the Applicant has received any other sources of funding for the proposed project.
4. The Applicant will agree to submit program outcomes and financial reports to the City regarding use of the funds upon request.
5. Requests for funds that will be re-granted by the organization in any way will not be considered.
6. Due to the competitive nature of the grant process, receiving time at the Finance Department will be the governing time for acceptance of applications. It is the responsibility of the Applicant to see that any material sent through the mail, in person, or by any other delivery method, will have sufficient time to be received by this specified date and time. Postmarks will not be accepted in lieu of actual delivery.
7. Applicants must be able to demonstrate that they apply for and receive funding from other sources, governmental or otherwise, and are not relying solely on City support. If the service offered is unique to Palm Desert, special consideration may be provided.
8. Funding requests are for the period of July 1 through June 30 of the program year. The activity or service for which funds are requested must occur in this timeframe. No award will be considered for any part of the program or service that falls outside of these dates, unless otherwise authorized by the City Manager as provided below.
9. The Applicant requesting funds must be in existence for a minimum of five (5) years prior to the application deadline in order to be considered for funding by the Outside Agency Funding Committee.
10. The Applicant must be of verifiable non-profit status and presently providing charitable, public benefit, public welfare or educational services to persons residing in the City of Palm Desert (the “City”).
11. Organizations shall agree not to use grant funds for political lobbying or discriminatory activities. The funds must be used for activities which are open to the general public and not restricted based on a person’s race, religion, ethnicity, age, sex, gender, gender identity, gender expression, disability, sexual orientation, or economic status.
12. Funds must be used towards the activity described in the application. The grant funds cannot be directly provided to specific individuals, nor may the grant funds be constructively provided to specific individuals (e.g. Using grant funds to pay for certain individuals to go to an event is not permitted. By contrast, using grant funds to reduce the overall costs of an event is permitted.).
13. Religious organizations are eligible to apply for grant funds, but the use of the grant funds cannot be devoted to a religious purpose. Instead, the grant funds must be used toward a secular purpose (e.g. cultural heritage; promote community knowledge and understanding). 126
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3 14. The Applicant must have an existing program in place and a staff that is ready and willing to provide services to the City for the benefit of its residents. Funds will not be contributed to any agency or group for “startup” costs.
15. The City must have the desire to have the services as detailed in the Applicant’s application performed for the City and its residents by the agency or group. Priority is given to agencies providing a direct benefit to Palm Desert residents.
16. Organizations receiving a Community Development Block Grant (CDBG) or other City funding in the same period are typically not considered for Outside Agency funding.
17. Funds awarded to successful Applicants are for the purposes of providing a program or service to the City of Palm Desert, or its sphere of influence, to the extent possible. Said funds are not designated for capital purchases, equipment, or insurances of any kind, and cannot be used for salaries of employees on the payroll of the Applicant without prior approval of the City Council.
18. The Applicant agrees to use the funds granted by the City to provide only the services represented in its application for funding and listed on the Agreement between the Applicant and the City.
19. An Applicant is ineligible to receive funding for events or programs which it does not conduct itself or conduct in collaboration with another organization.
20. Where the Applicant received funding for the current fiscal year, all documents must be submitted and agreement terms complete prior to funding disbursement for the following fiscal year.
21. Organizations requesting funding after the deadline for the annual review has passed may submit an application to the City Manager for special consideration. Award of funds in this circumstance is rare, and is contingent upon (1) available funds remaining in the Outside Agency
22. Budget following disbursement to organizations compliant with the Committee’s annual deadlines, (2) a finding made by the City Manager that special circumstances prevented the Applicant from applying for grant funds by the required deadline and the event could not occur the following year.
23. Recreational fundraising events (i.e. golf tournaments, luncheon/dinner sponsorships and tickets, gala attendance and support) do not qualify for Outside Agency funding.
24. Emergency requests for contributions should be reviewed by the City Manager on a case-bycase basis to determine funding availability.
25. The City Manager may, after a request from an approved Outside Agency, consider a reallocation of the approved contribution provided such reallocation is consistent with the guidelines and the previously approved use.
ADDITIONAL GUIDELINES FOR SCHOOL ORGANIZATIONS (PTOs)
The City of Palm Desert may elect to award funding to a Parent Teacher Organization, Association, Parent Club, Foundation or other formal group (“PTO”) of a Palm Desert public school in an effort to enhance educational programs and improve the scholastic abilities of the student body as a whole, and to support the various booster clubs at the school. The City aims 127
Guidelines for Application Review and Consideration
Revised: January 1, 2024
4 to support efforts furthering student accomplishments in the areas of Science, Technology, Engineering and Mathematics (STEM) as well as college preparation programs, and requires that the PTO be in good standing with the City relative to any and all previous grant applications and agreements.
The City does not award funding for instruction, tuition or supervision of routine educational activities as these costs are not the responsibility of a municipality. Additionally, the City will direct any individual requests received from school clubs (boosters, dance, cheer, robotics, etc.) during the funded year back to the PTO for their consideration and recommend they submit a request to their PTO for inclusion in the upcoming application year. The City encourages the PTO to fundraise and support specialty programs for overall student enhancement as they see fit. The City has focused its interest in providing a charitable contribution to specific areas the City regards as beneficial to a majority of students.
Examples of Acceptable Expenditures
• Math and science-oriented computer software programs (e.g. TurnItIn, StateStandards) • Odyssey of the Mind, SAT preparation and AP testing fee reimbursement • Tutoring and scholastic reading programs and materials (does not include tutor compensation) • Bully-, drug-, and gang-prevention programs and assemblies • Curriculum-based assemblies (authors, demonstrations) • Educational, curriculum-based field trip admission and transportation for students only o Examples of educational field trips: Living Desert, Riley’s Farm, Museum of Tolerance, Coachella Valley Water District. Show how the trip relates to the curriculum and follow up with student reports on what was learned.
o Examples of non-educational field trips: Disneyland, SeaWorld, Knott’s Berry Farm o Transportation costs for approved travel should be reasonable such as school bus or coach. Limousines or other modes of transportation not regularly provided for school use are not reimbursable.
Any other expenditure requests not specifically listed must be submitted and discussed during the application process to determine if they would qualify for reimbursement. Any adjustments are at the discretion of the City Manager.
Examples of Discouraged Expenditures
• Awards assemblies and supplies (i.e. student of the month and improvement awards) • Tuition, salary, or supervision expenses
• Supplemental classroom materials or library supplies
• Capital equipment or hardware such as computers, laptops, televisions or projector screens • Culinary, photography, or other specialty programs
• Reward or social parties (i.e. pizza party, ice-cream social) • Food, drinks, snacks of any kind for any meetings or activities • School dance, promotion, graduation expenses
• Hotel accommodations for any activities or events
• Fundraising, alumni or celebratory activities (bounce house rentals, carnival booths, festival events.
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CITY OF PALM DESERT
ADMINISTRATIVE PROCEDURES
Subject Community Event Sponsorship Policy
Policy No. CMGR-002
Date Issued: January 25, 2024
Approved by Resolution No. 2024 - 001
I. PURPOSE
The City of Palm Desert’ s Community Event Sponsorship Policy (“ Policy”) establishes guidelines for disbursement of funds approved by City Council, as well as in-kind services, to sponsor community events produced by qualified organizations. This Policy aims to foster a vibrant community by supporting events that encourage civic engagement, celebrate cultural diversity, stimulate tourism, drive economic vitality, and uphold public health and sustainability. By concentrating resources on diverse events that resonate with the City’s character, this Policy supports Palm Desert’ s identity as a vibrant locale for residents and a premier destination for visitors.
II. SCOPE
A. This policy applies to all City sponsorship support of external community events where the City provides funds to an outside organization. This policy does not apply to table sponsorship requests, nor does it apply to the third-party sponsorships of City produced events.
B. The granting of City funds or in-kind support is evaluated based on the proposed community event’ s impact on the community. Special attention is paid to sponsorships that promote Palm Desert’s attractiveness as a place to visit and/or live, celebrate the heritage of the City and its environs, and enrich the character and quality of life of its residents and visitors.
C. The City is under no obligation to approve a requested sponsorship. The City Council and City Manager reserve the right to deviate from the policy and criteria contained herein when they believe it is the City’s best interest to do so.
III. DEFINITIONS
A.“ Applicant” means an organization or individual applying for a community event sponsorship under this Policy.
B.“ Community Event” means an occurrence of a local celebration, fundraiser, athletic, cultural, or educational activity designed to attract a public audience which benefits the residents and visitors of Palm Desert. ( i.e., festival, walk, run, fashion show, concert, parade, breakfast, luncheon, dinner, etc.)
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C.“ Community Sponsorship Subcommittee” is comprised of the Mayor and Mayor Pro Tem, City Manager, Director of Finance, and the City Manager’ s designee( s) overseeing community event sponsorships.
D.“ Outside Agency” means a nonprofit organization that may be eligible to receive City funding and support to offer programs and services benefiting the City’s residents and visitors under guidelines and accountability measures implemented by the City’s Outside Agency/ Charitable Contributions Committee.
E.“ Recipient” means an organization or individual that is awarded a community event sponsorship under this Policy.
F.“ Sponsorship” means any financial or in-kind support from the City ( i.e., City staff time, public safety services, use of City facilities or property, permit fees, etc.) to the organizing agency that helps offset the costs of the event operations.
G.“ Sponsorship Agreement” means a binding agreement between the City and an organization or individual to pay a fee, provide services, share products or any combination thereof, including advertising and promotional opportunities between the City and an organization or individual.
H.“ Table Sponsorship” means a City sponsorship to cover the cost of a table at a non-City event allowing a group of individuals, often representing the City or involved in City-related initiatives, to attend the event without incurring individual expenses.
IV. GENERAL REQUIREMENTS, ELIGIBILITY CRITERIA, AND CONDITIONS A. Failure to comply with this Policy, including misuse of funds, may result in the forfeiture of funds and disqualification from future requests.
B. All applicants must submit a community event sponsorship application. Applications must be complete in order to be accepted. Applications must:
1. Describe the organization’ s purpose, years of operation, leadership team, and financial stability;
2. Include the estimated number of people that will attend the community event;
3. Describe the community event and explain how it benefits Palm Desert residents and visitors;
4. Indicate whether Applicant has received any or will apply for other sponsorships or sources of funding for the community event, and if so, which ones; and
5. Provide additional information as requested by staff to evaluate compliance with this Policy.
C. Due to limited resources, not all community event sponsorship requests are funded. The number of community events that the City sponsors varies annually. The City will evaluate each request based upon available funds, satisfaction of the eligibility criteria, and compliance with the application requirements set forth below.
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D. Applicants for community event sponsorships must meet all the following requirements, eligibility criteria, and conditions:
1. Applicants must independently conduct the community event or collaborate with another organization to be eligible to receive a sponsorship.
2. The community event must take place within Palm Desert city limits, with limited exceptions. Reason( s) for not holding the proposed event within Palm Desert city limits must be stated on the application. Exemption from this requirement will be provided on a case-by-case basis and will favor activity promoting the City of Palm Desert as a desirable place to live, visit, and do business.
3. Applicants agree to submit a Special Events Application/ Agreement a minimum of 120 days prior to the event, or a Temporary Use Permit (TUP), if applicable.
4. Applicants agree to use sponsorship funds exclusively for the community event represented in the application.
5. Recipients shall provide the City recognition as a sponsor in exchange for the sponsorship in a method consistent with other sponsors at the community event.
In no event shall the recognition for the City's sponsorship be less than that provided to other sponsors who have contributed the same total financial or in-kind support.
6. Applicants are required to enter a sponsorship agreement with the City and provide a certificate of liability insurance or proof of self-insurance, if applicable.
7. Community event sponsorship applications are limited to one per year, per taxpayer identification number.
8. Sponsorships will be approved on a competitive basis and are not guaranteed.
Applicants should be aware that they may not receive the full amount of the sponsorship requested.
9. Sponsorship approvals are made on an annual basis and shall be considered as a one-time approval. Approval for sponsorship in one year does not imply or guarantee that the City will approve sponsorship for the same event or organization in subsequent years.
10. An official post-community event evaluation form must be submitted to City staff within ninety ( 90) days following the conclusion of a sponsored community event.
V. INELIGIBLE ORGANIZATIONS AND ACTIVITIES OR PROJECTS
A. Examples of ineligible organizations or activities include, but are not limited to:
1. Any non- community event request, such as on-going programming or structured activities. ( i.e., classes, performances, procedures, etc.)
2. Private events or events that are not open to the general public.
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3. Discriminatory activities such as those restricted based on a person’s race, religion, ethnicity, age, sex, gender, gender identity, gender expression, disability, sexual orientation, or economic status.
4. A political, politically affiliated, or political action organization or event or activity that promotes any political viewpoint, provides for a political purpose or causes participants to engage in or otherwise affiliate or express an endorsement of partisan political functions or activities.
5. An event or activity that promotes a religious purpose ( as opposed to a secular purpose, such as promoting cultural heritage or community understanding).
6. A private individual for his/her own use.
7. Funds cannot be used for costs, cash prizes, cash awards, salaries, salary reimbursements, or general budget subsidy.
8. Funds cannot be directly provided to specific individuals, nor may funds be constructively provided to specific individuals ( e.g. using funds to pay for certain individuals to go to an event is not permitted.) By contrast, using funds to reduce the overall costs of an event is permitted.
9. An organization receiving Outside Agency funding concurrently ( during the same fiscal year).
10. A K-12 school or school- related groups, as funding requests for schools and schoolrelated groups shall be processed by the Outside Agency/ Charitable Contributions Committee.
B. No sponsorship shall be granted for community events or to organizations where a conflict of interest exists. Specifically, City officials, employees, or their immediate family members shall not receive sponsorship funding for events they are directly involved with or that may result in personal financial gain. In the event of a potential conflict of interest, officials and employees are required to disclose such conflicts and recuse themselves from any related sponsorship decisions. This provision serves to ensure that sponsorship decisions are made for the sole benefit of the community and are free from personal or private interest influences.
VI. ASSESSMENT CRITERIA
A. An applicant’ s first sponsorship request may total no more than 50% of the community event budget ( if sponsorship includes in-kind, value of the in-kind items may not equal more than 50% of the event budget).
B. An applicant’ s second or subsequent sponsorship request may total no more than 35% of the community event budget ( if sponsorship includes in-kind, value of the in-kind items may not equal more than 35% of the event budget).
C. Sponsorship requests for a 5K walk/run shall be eligible for a maximum sponsorship of 2,500.
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D. Special consideration will be given to registered local nonprofit corporations or local 501(c) organizations with tax-exempt status.
Please note that requesting the allowed percentage does not ensure that the applicant will receive that percentage, or any, amount. No request is considered approved until it is approved by the City Council or City Manager. The City Council reserves the right to deviate from the criteria contained herein when it believes it is the City’s best interest to do so.
VII. FUNDING TIMELINE
The community event sponsorship application period will typically open in January. Once the application period opens, applicants will be required to submit applications by the posted deadline for events that will occur in the upcoming program year. A program year runs from July 1 through June 30. The community event for which a sponsorship is requested must occur in this timeframe. No sponsorship will be considered for any community event that falls outside of these dates.
Organizations requesting funding after the application period closes may submit an application to the City Manager for special consideration. Sponsorships awarded in this circumstance are rare and are contingent upon ( 1) available funds remaining in the budget following disbursement to organizations compliant with this Policy’s annual deadline; and (2) a finding made by the City Manager that special circumstances prevented the Applicant from applying for a sponsorship by the required deadline and the community event could not occur the following year.
VIII. ADMINISTRATION AND ENFORCEMENT OF POLICY
1. The City Council designates the City Manager to administer the Sponsorship Policy. This delegation is with the power of re-designation to appropriate staff.
2. The City Manager or her/his designee shall review all Sponsorship applications and determine compliance with this policy.
3. On an as needed basis, the City Manager or her/his designee may refer any community event sponsorship application directly to the City Council for approval or rejection with a majority vote.
4. Recipients must comply with all other applicable City, state, and federal laws and regulations.
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134
PALM DESERT HOUSING AUTHORITY
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Jessica Gonzales, Housing Manager
REQUEST: RATIFICATION OF MULTIPLE VENDOR CONTRACTS FOR
ADDITIONAL SERVICES FOR THE HOUSING AUTHORITY
PROPERTIES, IN THE AGGREGATE AMOUNT NOT TO EXCEED
$124,729
RECOMMENDATION:
1. Ratify the authorization of an increase to Garland/DBS, Inc., Southwest Protective Services, Inc., and Victor G. Peloquin dba Exclusive Pest Control Services, contracts for additional services in the amount of $72,000, $37,116, $15,613, respectively in Fiscal Year 2023/24, to support the operations at the Housing Authority properties in the aggregate amount not to exceed $124,729.
2. Authorize an increase in the annual not to exceed extra work amount of $25,000 for Victor G. Peloquin dba Exclusive Pest Control Services for the remaining contract term.
3. Authorize the Executive Director or his designee to take any necessary actions to facilitate execution of amended agreements with the multiple vendors and any documents necessary to effectuate the actions taken herewith.
BACKGROUND/ANALYSIS:
The Housing Authority Board approved service contracts with Garland/DBS, Inc. (“Garland”), Southwest Protective Services, Inc. (“Southwest), and Exclusive Pest Control Services, Inc. (“Exclusive”) that are currently servicing for ongoing and necessary roof repairs, courtesy patrol, and pest control (“Services”) at the fifteen Housing Authority properties.
In FY 2023-24, the Executive Director approved extra work expenditures in response to requests made by the property management company to proactively address issues at the Housing Authority properties. These expenditures, which consequently resulted in exceeding the original agreements with the three vendors, are attributed to:
Unforeseen weather events
Emergency actions, and
Treatments that were beyond the regular contracted schedule.
An increase for the extra work component for pest control services is for the treatment of bed bugs, fleas, termites, bees, etc.
Approval of staff’s recommendation will ratify the authorization of expenditures for the three vendors in an aggregate contract amounts that do not exceed $124,729, an amendment and related actions as approved herein by the Housing Authority Board. 135
Palm Desert Housing Authority
Ratification of Multiple Vendor Contracts
Legal Review:
This report has been reviewed by the City Attorney’s office.
Appointed Body Recommendation:
The Housing Commission will review this recommendation at its regular meeting on June 12, 2024. Upon request, a verbal report will be provided.
FINANCIAL IMPACT:
The financial impact of this request is the increase for the additional Services amount for the multiple vendors listed in an aggregate contract amount that does not exceed $124,729.
Authorization does not require an appropriation and there is no financial impact to the City’s General Fund.
ATTACHMENTS:
1. Garland draft Amendment No. 2
2. Southwest draft Amendment No. 3
3. Exclusive draft Amendment No. 1
136
Contract No. HA38940
PALM DESERT HOUSING AUTHORITY
AMENDMENT NO. 2 TO THE ROOF REPAIRS AND RELATED SERVICES BETWEEN THE PALM DESERT HOUSING AUTHORITY AND GARLAND/DBS, INC.
1. Parties and Date.
This Amendment No. 2 to the Roof Repairs and Related Services Agreement is made and entered into as of this 13th day of June 2024, by and between the Palm Desert Housing Authority (“Housing Authority”) and Garland/DBS, Inc., a Corporation with its principal place of business at 3800 East 91st Street, Cleveland, Ohio 44105 (“Contractor”). The Housing Authority and Contractor are sometimes individually referred to as “Party” and collectively as “Parties.”
2. Recitals.
2.1 Agreement. The Housing Authority and Contractor have entered into an agreement entitled Roof Repairs and Related Services Agreement dated June 27, 2019 (“Agreement” or “Contract”) for the purpose of retaining the services of Contractor to provide roof repairs and related services (includes costs for roof repairs, permit fees for those repairs that may require one and other repair related costs) at the Palm Desert Housing Authority properties.
2.2 Amendment. The Housing Authority and Contractor desire to amend the Agreement to provide for additional Services compensation.
2.3 Amendment Authority. This Amendment No. 2 is authorized pursuant to Section 2.3 Compensation of the Agreement.
3. Terms.
3.1 Compensation. Section 2.3 of the Agreement is hereby amended in its entirety to read as follows:
Contractor shall receive compensation, including authorized reimbursements, for all Work rendered under this Agreement at the rates set forth in Exhibit "B" attached hereto and incorporated herein by reference. The total compensation shall not exceed One Hundred Forty-Seven Thousand Dollars and Zero Cents ($147,000.00).
However, each occurrence shall not exceed Three Thousand Five Hundred Dollars and Zero Cents $3,000 without the Housing Authority's written authorization and the contingency is not part of the base contract and can only be used with written authorization of the Housing Authority for unforeseen changes or permit fees required.
Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement or as agreed to by 137
Contract No. HA38940
Exhibit B –
the Parties in writing. Contractor shall not be reimbursed for any expenses unless identified in Exhibit "B" or authorized in writing by Housing Authority.
3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2.
3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.
3.4 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.5 Counterparts. This Amendment No. 2 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
138
Contract No. HA38940
Exhibit B –
Scott Craft
Vice President
President
Brian Lambert
SIGNATURE PAGE FOR AMENDMENT NO. 2 TO THE ROOF REPAIRS AND RELATED
SERVICES BETWEEN THE PALM DESERT HOUSING AUTHORITY AND
GARLAND/DBS, INC.
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 2 to the Roof Repairs and Related Services Agreement as of the day and year first above written.
PALM DESERT HOUSING AUTHORITY
Approved By:
L. Todd Hileman
Executive Director
Attested By:
Anthony J. Mejia
Secretary
Approved As To Form:
By:
Isra Shah
Best Best & Krieger LLP
Special Counsel
GARLAND/DBS, INC.
Signature
Name
Title
Signature
Name
Title
QC: ___________________________
Insurance: __________ __________
Initial Review Final Approval
139
Exhibit B – 1
Exhibit B
140
Contract No. HA38940
Exhibit B – 2
141
Contract No. HA38940
Exhibit B – 3
142
Contract No. HA38940
Exhibit B – 4
143
Contract No. HA38940
Exhibit B – 5
144
Contract No. HA38940
Exhibit B – 6
145
146
CONTRACT NO. HA40360
PALM DESERT HOUSING AUTHORITY
AMENDMENT NO. 3 TO THE COURTESY PATROL SERVICES AGREEMENT
BETWEEN THE PALM DESERT HOUSING AUTHORITY AND SOUTHWEST PROTECTIVE SERVICE, INC., DBA SOUTHWEST SECURITY, CORP.
1. Parties and Date.
This Amendment No. 3 to the COURTESY PATROL SERVICES AGREEMENT is made and entered into as of this 13
th day of June 2024, by and between the Palm Desert
Housing Authority (“Housing Authority”) and Southwest Protective Service, Inc. dba Southwest Security, a California corporation with its principal place of business at 45100 Golf Center Parkway, Suite E, Indio, CA 92201 (“Consultant”). The Housing Authority and Consultant are sometimes individually referred to herein as a “Party” and collectively as the “Parties.”
2. Recitals.
2.1 Agreement. Housing Authority and Consultant entered into an agreement titled Courtesy Patrol Services Agreement dated August 27, 2020 (“Agreement” or “Contract”) for the purpose of retaining the services of consultant to provide Security Patrol Services for Palm Desert Housing Authority Properties.
2.2 Amendment. Housing Authority and Consultant now desire to amend the Agreement to provide for additional Services compensation.
2.3 Amendment Authority. This Amendment No. 3 is authorized pursuant to Sections 3.3.1. and 3.6.14 of the Agreement.
3. Terms.
3.2 Compensation. Section 3.3.1. of the Agreement is hereby amended in its entirety to read as follows:
3.2.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit " A" attached hereto and incorporated herein by reference.
The total compensation shall not exceed One Hundred Thirty- Five Thousand Five Hundred Seventeen Dollars and 20/100 ($135,517.20) without written approval of the Housing Authority’s Executive Director or his/her designee. Extra work may be authorized as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement Exhibit A. Contractor shall not perform Extra Work, presume Extra Work will be guaranteed, nor be compensated for Extra work without written authorization from the Authority. Work performed as Extra Work shall not exceed in the 147
Contract No. HA40360
Revised 11-2-20
BBK 72500.00001\32445060.1
annual amount of thirty-seven thousand one-hundred sixteen dollars ($37,116).
3.3 Continuing Effect of Agreement. Except as amended by this Amendment No. 3 all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 3. From and after the date of this Amendment No. 3, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 3.
3.4 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 3.
3.5 Severability. If any portion of this Amendment No. 3 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6 Counterparts. This Amendment No. 3 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
148
Contract No. HA40360
Revised 11-2-20
BBK 72500.00001\32445060.1
Jason Jackson
President
SIGNATURE PAGE FOR AMENDMENT NO. 3 TO COURTESY PATROL SERVICES
AGREEMENT BETWEEN THE PALM DESERT HOUSING AUTHORITY
AND SOUTHWEST PROTECTIVE SERVICES, INC.
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 3 to the Courtesy Patrol Services Agreement as of the day and year first above written.
PALM DESERT HOUSING AUTHORITY
Approved By:
L. Todd Hileman, Executive Director
Attested By:
Anthony J. Mejia, Secretary
APPROVED AS TO FORM:
By:
Isra Shah
Best, Best & Krieger LLP
Special Counsel
SOUTHWEST PROTECTIVE SERVICES,
INC.
Signature
Name
Title
QC: ____________
Insurance: _________ _________
Initial Review Final Review
149
Contract No. HA40360
EXHIBIT "A"
150
1 Contract No. HA45200
PALM DESERT HOUSING AUTHORITY
AMENDMENT NO. 1 TO THE GENERAL SERVICES AGREEMENT FOR
PEST CONTROL AND EXTERMINATION SERVICES BETWEEN THE PALM DESERT HOUSING AUTHORITY AND VICTOR G. PELOQUIN
1. Parties and Date.
This Amendment No. 1 to the General Services Agreement for Pest Control and Extermination Services is made and entered into as of this 13th day of June 2024, by and between the Palm Desert Housing Authority (“Housing Authority”) and Victor G. Peloquin dba Exclusive Pest Control Services, a Sole Proprietor with its principal place of business at 44- 815 San Jose Avenue, Palm Desert, California 92260 (“Contractor”). The Housing Authority and Contractor are sometimes individually referred to as “Party” and collectively as “Parties.”
2. Recitals.
2.1 Agreement. The Housing Authority and Contractor have entered into an agreement entitled General Services Agreement for Pest Control and Extermination Services dated May 11, 2023 (“Agreement” or “Contract”) for the purpose of retaining the services of Contractor for Pest Control and Extermination Services at the Palm Desert Housing Authority properties.
2.2 Amendment. The Housing Authority and Contractor desire to amend the Agreement to increase the Extra Work annual not to exceed compensation for additional Services.
2.3 Amendment Authority. This Amendment No. 1 is authorized pursuant to Section 2.3 of the Agreement.
3. Terms.
3.1 Compensation. Section 2.3 of the Agreement is hereby amended in its entirety to read as follows:
Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “B” attached hereto and incorporated herein by reference, and shall not exceed the total annual amount of Sixty-Two Thousand, Five hundred and Eighty Dollars and Zero Cents ($62,580.00). The Housing Authority may request Contractor to perform Extra Work at the same rates and manner as set forth in this Agreement on an as needed basis as specified in the Contract (Section 2.1.2) for additional ancillary services. Contractor shall not perform Extra Work, presume Extra Work will be guaranteed, nor be compensated for Extra work without written authorization from the Housing Authority. 151
Exhibit B-2
Work performed as Extra Work shall not exceed in the annual amount of twenty-five thousand dollars ($25,000). Contractor shall not be reimbursed for any expenses unless identified in Exhibit “B” or authorized in writing by Housing Authority.
3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 1, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 1. From and after the date of this Amendment No. 1, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1.
3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1.
3.4 Severability. If any portion of this Amendment No. 1 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.5 Counterparts. This Amendment No. 1 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
152
Exhibit B-3
Victor G. Peloquin
Owner/Operator
SIGNATURE PAGE FOR AMENDMENT NO. 1 TO THE GENERAL SERVICES
AGREEMENT FOR PEST CONTROL AND EXTERMINATION SERVICES BETWEEN THE PALM DESERT HOUSING AUTHORITY AND VICTOR G. PELOQUIN.
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 1 to the Roof Repairs and Related Services Agreement as of the day and year first above written.
PALM DESERT HOUSING AUTHORITY
Approved By:
L. Todd Hileman
Executive Director
Attested By:
Anthony J. Mejia
Secretary
Approved As To Form:
By:
Isra Shah
Best Best & Krieger LLP
City Attorney
VICTOR G. PELOQUIN dba EXCLUSIVE
PEST CONTROL SERVICES
Signature
Name
Title
QC: ___________________________
Insurance: __________ __________
Initial Review Final Approval
153
Exhibit B-1
Exhibit B
154
Exhibit B
-2
155
Exhibit B
-3
156
Exhibit B
-4
157
Exhibit B
-5
158
Exhibit B
-6
159
Exhibit B
-7
160
Exhibit B
-8
161
162
CITY OF PALM DESERT
STAFF REPORT
MEETING DATE: June 27, 2024
PREPARED BY: Carlos Flores, AICP, Principal Planner
REQUEST: AWARD A CONTRACT TO ARCHITECTURAL RESOURCES GROUP OF
LOS ANGELES, CALIFORNIA, TO COMPLETE A HISTORIC CONTEXT
STATEMENT AND CITY-WIDE HISTORIC RESOURCES SURVEY IN AN AMOUNT NOT TO EXCEED $82,700
RECOMMENDATION:
1. Award a contract to Architectural Resources Group of Los Angeles, CA, to complete a Historic Context Statement and City-Wide Historic Resources Survey in an amount not to exceed $82,700.
2. Authorize appropriation from unassigned General Fund reserves to Account No. 1104470- 4300500 in FY 2024-25.
3. Authorize the City Manager to review and approve written contract amendment and change order requests for unanticipated conditions per Section 3.30.170 of the Palm Desert Municipal Code.
4. Authorize the City Attorney to make any necessary non-monetary changes to the agreement.
5. Authorize the City Manager to execute said agreement.
BACKGROUND/ANALYSIS:
On June 8, 2023, the City Council (Council) approved the Cultural Resources Preservation Committee (CRPC) 2023/2024 Workplan Goals, including the following goal that was also a part of the 2024/2025 CRPC Workplan:
- Establish a historic resources survey and a Citywide historic context statement.
The City of Palm Desert had informally identified potentially historic sites as a part of a 2007 “History and Tour of Palm Desert Historical Sites” which identified 50 properties containing structures with potential historical significance. Cultural Resources in the City is governed by Title 29 Cultural Resources of the Palm Desert Municipal Code (PDMC) which provides the framework for the CRPC, Landmark Designations, and Preservation Incentives. The City currently does not have a formal survey of potentially historic sites within the City and is not classified as a Certified Local Government (CLG).
A Citywide historic context statement provides a framework for the City to identify and evaluate historic resources in the future. A historic resources survey provides the City critical tools to understand, identify, evaluate, and protect historic resources. Survey results would allow streamlining of future landmark designations and provide the City an important base for future surveys. Both a historic context statement and historic resources survey are required to become a CLG, which provides the City funding opportunities, technical assistance, and streamlining efforts through State and Federal offices.
163
City of Palm Desert
Award contract to Architectural Resources Group for Historic Survey
On March 20, 2024, Staff issued a Request for Proposals on OpenGov seeking proposals from qualified firms for a Historic Context Statement and City-wide Historic Resources Survey (Services). The deadline to submit proposals was April 12, 2024, at 5:00 p.m. A total of seven (7) firms submitted proposals:
- Architectural Resources Group
- CRM Tech
- Environmental Science Associates
- Kraemer Design Group
- Pacific Coast Conservation
- Page & Turnbull
- Willdan Engineering
A review panel consisting of the Development Services Director and two (2) Principal Planners reviewed the responses in accordance with the following evaluation criteria:
- Price
- Experience and Qualifications
- Schedule
- Understanding of Scope
The panel determined that Architectural Resources Group (ARG) had the highest score and stood apart from the rest of the responses. The panel’s final ranking, with prices, was as follows:
Firm Rank Score (Out of 5) Fee
Architectural Resources Group* 1 4 $183,000
Page & Turnbull 2 3.5 $131,140
Environmental Science Associates 3 2.5 $145,524
Kraemer Design Group 4 2.2 $78,510
Willdan Engineering 5 2 $115,582
CRM Tech 6 1.8 $108,000
Pacific Coast Conservation 7 1.7 $94,669
The panel’s review of ARG’s proposal concluded that they were the most qualified to complete the Services consistent with State requirements, CRPC’s goals, and the City’s needs to be qualified as a CLG. ARG’s history with similar projects, experienced personnel, and detailed scope and schedule led to a high rating on their proposal.
After discussion with staff, ARG revised their scope of work and associated fee to phase their project and reduce the fee to $82,700. The scope now includes the following:
- Project kickoff and background review
- Community Engagement
- Drafting of Historic Context Statement
- Reconnaissance Survey. This includes a street-by-street survey of all properties older than 45 years old.
- Public presentation of findings.
The revised scope included scheduling intensive level surveys of individual properties for a future date. Staff will review and consider the necessity for this future work in accordance with 164
City of Palm Desert
Award contract to Architectural Resources Group for Historic Survey
Section 3.30.170 of the PDMC and after receiving feedback on the Reconnaissance Survey from CRPC and Council.
Legal Review:
This report has been reviewed by the City Attorney’s office.
Strategic Plan:
The City of Palm Desert General Plan measures success for historic resources by maintaining or increasing the number of eligible and protected historic resources. Awarding the contract will help achieve this goal.
FINANCIAL IMPACT:
Funds were budgeted in FY 2023-24 to cover the cost of this contract; however due to the timing of the work, funds will need to be appropriated to Account No. 1104470-4300500 in FY 2024-
25. The monies budgeted and unused in 2023-24 will roll back into the General Fund reserve balance to cover the appropriation.
ATTACHMENTS:
1. Architectural Resources Group Proposal
2. Architectural Resources Group Fee
3. Draft Professional Services Agreement
165
166
Architecture
Planning
Conservation
2024-RFP-105 PROPOSAL
Historic Context Statement and
City-Wide Historic Resources Survey
City of Palm Desert | April 12, 2024
Palm Desert Urban Plan by Tommy Tomson, 1946 (Image: Historical Society of Palm Desert) 167
360 E. 2nd Street, Suite 225
Los Angeles, California 90012 ARGcreate.com
April 12, 2024
Carlos Flores
Senior Planner
City of Palm Desert
73510 Fred Waring Dr.
Palm Desert, CA 92260-2524
Subject: Request for Proposal: 2024-RFP-105, Historic Context Statement and City-Wide Historic Resources Survey
Dear Mr. Flores:
Architectural Resources Group, Inc. (ARG) is pleased to submit this proposal in response to the City of Palm Desert’s Request for Proposals, dated March 20, 2024, to complete a historic context statement and city-wide historic resources survey.
For more than 40 years, ARG has been working with municipal governments throughout California on projects involving the historic built environment. Our staff of historians, planners, architects, and architectural conservators brings a diverse set of skills and experiences to every project we undertake.
We have assembled an expert project team with applicable skill sets to complete the scope of work outlined in the RFP. All work will be performed by staff meeting or exceeding the Secretary of the Interior’s Professional Qualification Standards, and will adhere to federal and state guidelines for historic resources surveys.
ARG has successfully completed dozens of city-wide historic context statements and historic resource surveys in communities across Southern California. We also bring a deep understanding of the Coachella Valley and its history, as ARG team members Katie Horak (a part-time Palm Springs resident), Mary Ringhoff, and Brannon Smithwick have all worked on projects in Palm Desert and Palm Springs in the past several years. To ensure deep expertise in local history, ARG is teaming with research consultant Luke Leuschner, a Palm Desert native and longtime researcher at the Historical Society of Palm Desert.
To meet the goals of the City of Palm Desert, ARG proposes a phased work plan based on the National Register Multiple Property Documentation (MPD) approach. Phase 1 starts with community engagement and background research to enable development of a city-wide historic context statement and a reconnaissance survey that will provide a comprehensive sense of historic resources meriting further documentation and evaluation. Phase 2 continues with intensive-level survey of potentially eligible properties identified in Phase 1, streamlined through the use of a state-of-the-art mobile documentation app to facilitate data collection, GIS mapping, DPR form generation, and data transfer to a City website. The project will conclude with the development of a final report and appendices.
Thank you for the opportunity to share our qualifications. We look forward to meeting with you and answering any questions you may have about the contents of our proposal.
Sincerely,
Katie E. Horak
Principal
T: 626.583.1401 x103
E: [email protected]
Mary Ringhoff
Senior Associate | Project Manager
T: 626.583.1401 x111
E: [email protected]
168
Table of Contents
A. Cover Letter
B. Experience and Technical Competence..............................................................................................1 C. Firm Staffing and Key Personnel.......................................................................................................11 D. Proposed Method to Accomplish the Work.....................................................................................13 E. Schedule.............................................................................................................................................16 Resumes and Fee Proposal (attached/uploaded separately). 169
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 1 Aerial of the Shadow Mountain Club, 1955 (Photo: Los Angeles Public Library)
INTRODUCTION
ARG is pleased to submit the following proposal to complete a Historic Context Statement and City-Wide Historic Resources Survey for the City of Palm Desert. While the 2007 “History and Tour of Palm Desert Historical Sites” informally identified 50 potentially historically significant properties, the City has not conducted a formal survey of potential historical resources within the City and is not classified as a Certified Local Government (CLG). We understand that the City has a need for a comprehensive, city-wide historical resources survey of properties which are at least 45 years old; a key component of such a survey is a city-wide historic context statement. ARG proposes inclusion of all properties constructed through 1980 in the survey, meaning properties identified as potentially eligible for designation will be a minimum of 45 years old at the conclusion of this project in 2025.
ARG brings 44 years of experience working with local
governments to complete historic resource inventories and develop historic context statements. The following proposal includes a firm profile (including project examples and references), firm qualifications, a methodology overview and technical approach (including detailed scope and task breakdown), and a fee proposal. ARG proposes a phased
work plan based on the National Register Multiple Property Documentation (MPD) approach, in keeping with best
professional practices. All work will be performed by staff meeting or exceeding the Secretary of the Interior’s Professional Qualification Standards, and will adhere to federal and state guidelines for historic resources surveys.
B. Experience and Technical Competence
170
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 2 disseminated via a City website. ARG anticipates close and frequent coordination with City staff, stakeholders, community members, and a project-specific City subcommittee to ensure accuracy and transparency.
The following ARG staff members will serve as the primary points of contact for this proposal and any future work:
Katie Horak (Principal)
[email protected]
626-583-1401 x. 103
Mary Ringhoff (Senior Associate)
[email protected]
626-583-1401 x. 111
Phase 1 of the work plan establishes a strong foundation for the full project, starting with community engagement and extensive background research to enable development of a city-wide historic context statement and a reconnaissance survey that will provide a comprehensive sense of historic resources meriting further documentation and evaluation. Phase 2 continues with intensive-level survey of potentially eligible properties identified in Phase 1, streamlined through the use of a state-ofthe-art mobile documentation app to facilitate data collection, GIS mapping, and data migration to a City website for future reference and use. Properties will be documented on DPR forms and evaluated under national, state, and local significance criteria using the historic context statement developed in Phase 1. The project will conclude with the development of a final report and appendices, with all findings to be publicly Palm Village Desert Market, undated. (Photo: Historical Society of Palm Desert) B. Experience and Technical Competence
171
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 3 B. Experience and Technical Competence
FIRM INTRODUCTION
ARG is committed to enhancing the vitality of historic buildings and places, spanning preservation, adaptive reuse, and new context-sensitive additions. Our work is robustly informed by our expertise in preservation policy and standards, our technical conservation capacities, and our passion for realizing creative design solutions in historic environments.
Rooted in History
ARG was founded in 1980 as one of the first architectural firms focused on preserving the West Coast’s rich built heritage.
Our practice is guided by a dialogue between historic places, contemporary design, and conservation approaches to create spaces that are both engaging and memorable.
A Balanced Approach
ARG brings a deep understanding of balancing existing
conditions and desired outcomes. Drawing on the wideranging potential of preservation, we design to respect cultural resources and respond to current needs in ways that align stewardship and client aspirations.
Awards and Recognition
ARG’s work is widely recognized as exemplary and has been honored with over 150 awards from organizations including the American Institute of Architects, the California Preservation Foundation, and the National Trust for Historic Preservation. In 2006, ARG was named Firm of the Year by the AIA’s California Council, which cited our consistently distinguished design and multidisciplinary expertise.
Planning & History Group Introduction
A core element of ARG’s practice is preservation planning. ARG’s Planning & History Group comprises planners, historians, and architects who meet the Secretary of the Interior’s Professional Qualifications Standards in multiple disciplines. The group has varied interests and areas of specialization in the fields of history, architectural history, historic preservation, cultural resource management, cultural landscapes, city planning, architecture, environmental compliance, and urban design.
This breadth of professional experience enables the group to provide a diverse array of planning, research, and design services to public and private clients. The group brings relevant work experience on a wide range of projects in historic and cultural resource management and preservation planning throughout the Western states, including California, Oregon, Washington, Nevada, Arizona, Hawaii, and Alaska.
Services provided include:
▪ Historic Resources Surveys and Context Statements
▪ Historic Resource Documentation (HABS/HAER/HALS)
▪ On-Call Preservation Planning Consulting Services
▪ Ordinance Development & Regulatory Review
▪ Federal, State, and Local Landmark Designations
▪ Design Guidelines
▪ Design Review & Secretary’s Standards Compliance
Assessments
▪ Historic Structure Reports & Cultural Landscape Reports ▪ Historic Resource Evaluations and Environmental Compliance under CEQA
▪ Section 106/NEPA Compliance
▪ Preservation Plans, Master Plans, and Specific Plans
▪ Tax Incentives (Tax Credit Certification, Mills Act Contracts) ▪ Community Workshops, Public Education and Outreach
Palm Desert sign, undated. (Photo: Historical Society of Palm Desert) 172
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 4
HISTORIC RESOURCES SURVEYS & CONTEXT
STATEMENTS
Historic resources surveys and context statements are key informational and planning tools that enable municipalities and the public to make informed land-use decisions regarding identified historic resources. ARG’s context statements clearly and concisely integrate the varied historic themes, patterns, and trends that substantiate the significance of a specific event, property, site, or community. In conducting the historic resources survey, ARG evaluates the properties in a given location with respect to the historic themes, patterns, and trends identified in the context statement. Working with city/ county staff, local commissions, historic preservation advocacy groups, and private citizens, ARG has successfully completed an extensive number of historic resources surveys and context statements.
▪ SurveyLA, Los Angeles Citywide Historic Resources Survey:
Pilot Survey (Boyle Heights); Group 1 Survey (West Adams, Baldwin Hills, Leimert); Group 2 Survey (South and Southeast Los Angeles); and Group 4 Survey (South San Fernando
Valley Community Plan Areas), Group 5 Survey (Westchester, Playa Del Rey), Group 6 Survey (North San Fernando Valley Community Plan Areas), Group 7 Survey (Wilshire, Boyle
Heights), Group 8 Survey (North and Central San Fernando Valley Community Plan Areas), Group 9 Survey (Industrial Properties, Northeast Los Angeles), Group 10 Survey (Central City) Los Angeles, CA
▪ Contributions to the Los Angeles Citywide Historic Context Statement for SurveyLA, including Los Angeles Modernism ▪ Alta Heights Neighborhood, Historic Context Statement and Survey, Napa, CA
Balboa Highlands HPOZ Historic Resources Survey
B. Experience and Technical Competence
173
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 5 ▪ Balboa Highlands, Historic Context Statement and Survey, Los Angeles, CA
▪ Beverly Fairfax Historic Resources Survey and Context Statement, Los Angeles, CA
▪ Cannery Row, Historic Resources Survey and Context
Statement, Monterey, CA
▪ Carthay Neighborhoods Historic Resources Survey and Context Statement, Los Angeles, CA
▪ Casa Verdugo, Historic District Survey, Historic Context Statement and Evaluation Report, Glendale, CA
▪ Chinatown and Germantown, Historic Resources Surveys and Context Statements, Fresno, CA
▪ City of Alhambra, Historic Resources Survey, Alhambra, CA ▪ City of Anaheim, Citywide Historic Preservation Plan and Historic Context Statement, Anaheim, CA
▪ City of Arcadia, Historic Resources Survey and Context Statement, Arcadia, CA
▪ City of Beverly Hills, Citywide Historic Resources Survey, Beverly Hills, CA
▪ City of Burbank, Historic Sign Survey, Burbank, CA
▪ City of Carmel-by-the-Sea, Historic Context Statement, Carmel, CA
▪ City of Dana Point, Historic Resources Survey and Context Statement, Dana Point, CA
▪ City of La Cañada Flintridge, Historic Resources Inventory Update, La Cañada Flintridge, CA
▪ City of Los Angeles, Country Club Park, Historic Context Statement and Survey, Los Angeles, CA
▪ City of Redlands, Historic Context Statement, Redlands, CA ▪ City of San Marino, Historic Resources Survey, San Marino, CA ▪ City of Santa Monica, Citywide Historic Resource Inventory, Santa Monica, CA
▪ City of Tustin, Citywide Historic Resources Survey, Tustin, CA ▪ Downtown Berkeley, Historic Resources Survey and Context Statement, Berkeley, CA
City of La Cañada Flintridge, Historic Resources Inventory Update City of Arcadia, Historic Resources Survey and Context Statement B. Experience and Technical Competence
174
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 6 ▪ Downtown Pleasanton, Limited Historic Resources Survey, Pleasanton, CA
▪ Downtown Station Area Historic Resource Evaluation, Santa Rosa, CA
▪ Figueroa Corridor, Historic Context Statement, Los Angeles, CA ▪ Fisherman’s Wharf, Fish Alley Historic Resources Survey, San Francisco, CA
▪ Foothill College Campus, Historic Resources Survey and Context Statement, Los Altos, CA
▪ Garden Apartments of Los Angeles County, Historic Context Statement, Los Angeles, CA
▪ Garvanza, Historic Resources Survey and Context Statement, Los Angeles, CA
▪ Hoskins District, Historic Resources Survey and Context Statement, Anaheim, CA
▪ Inspiration Heights Historic Resources Survey and Context Statement, San Diego, CA
▪ Jefferson Park, Historic Resources Survey, Los Angeles, CA ▪ Miracle Mile, Historic Resources Survey and Context
Statement, Los Angeles, CA
▪ Miracle Mile North, Historic Resources Survey and Context Statement, Los Angeles, CA
▪ Monterey Old Town National Historic Landmark District, Historic Resources Survey and Context Statement, Monterey, CA
▪ New Monterey, Historic Resources Survey and Context
Statement, Monterey, CA
▪ Niodrara Drive, Historic Context Statement and Survey, Glendale, CA
▪ Oxford Square, Historic Resources Survey and Context
Statement, Los Angeles, CA
▪ Presidio of San Francisco, Cultural Resources Surveys, CA ▪ Shadow Mountain Fairway Cottages Historic Resources Survey and Context Statement, Palm Desert, CA
▪ State of Oregon, State Parks Historic Resources Survey and Context Statement, OR
▪ South Cumberland Heights, Historic District Survey, Historic Context Statement and Evaluation Report, Glendale, CA
▪ University of California, San Diego, Historic Resources Survey, San Diego, CA
▪ University of Southern California, Historic Context Statement, Los Angeles, CA
▪ University of Southern California, University Park Campus Historic Resources Survey and Context Statement, Los
Angeles, CA
▪ West Hollywood, Historic Context Statement, City of West Hollywood, CA
▪ Wilshire Vista West, Historic Resources Survey and Context Statement, Los Angeles, CA
▪ Windsor Village, Historic Resources Survey and Context Statement, Los Angeles, CA
City of Santa Monica Historic Resources Inventory Update B. Experience and Technical Competence
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EXPERIENCE IN THE COACHELLA VALLEY
ARG has deep expertise in the history and development patterns of communities in the Coachella Valley, having worked on numerous projects throughout the valley over the past two decades. Selected projects include:
Palm Desert
▪ Shadow Mountain Fairway Cottages Nomination
Palm Springs
▪ City of Palm Springs, On-call Architecture Services
▪ City of Palm Springs, On-Call Historic Preservation Consulting Services
▪ 401 West Merito Place, Historic Resource Report
▪ 2796 N. Palm Canyon Drive, Historic Resources Report
▪ Araby Rock Houses, Historic Resource Report
▪ Blue House, Rehabilitation Plan
▪ Colony 29, Rehabilitation Study and Conceptual Design ▪ Cornelia White House, Exterior Investigation and
Documentation
▪ Desert Lanai, Historic District Nomination Report
▪ Oasis Hotel Dining Hall, Historic Resource Report
▪ Ocotillo Lodge, Historic Paint Palette Study
▪ Palm Springs City Hall, Limited Historic Resource Report ▪ Palm Springs Plaza Theatre, Rehabilitation
▪ Palm Springs Public Library, Rehabilitation
▪ Royal Hawaiian Estates Condominiums, Historic Finishes Analysis
▪ Welwood Murray Memorial Library Handrail Design
La Quinta
▪ 58th Avenue Adobe, La Quinta
▪ La Quinta Adobes
▪ La Quinta Hotel, CEQA Evaluation
Palm Springs City Hall
La Quinta Hotel
B. Experience and Technical Competence
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SANTA ROSA DOWNTOWN STATION AREA HISTORIC
RESOURCES SURVEY UPDATE
Santa Rosa, California
Client: City of Santa Rosa
Project Duration: 2021-2024
ARG completed a historical resources survey update for
the Downtown Station Area in Santa Rosa, Sonoma County, California. The City was in need of an update of its 1977 and 1989 surveys, with an expanded scope examining all properties constructed through 1974.
The Downtown Station Area is the oldest part of Santa Rosa. The townsite was platted in 1853 in the midst of a rich agricultural area just north of Santa Rosa Creek, and became the seat of Sonoma County in 1854; development was slow until the establishment of railroad lines through the community starting in 1870. Once connected to larger freight and passenger networks, Santa Rosa came into its own as an agricultural trading center and rapidly developed into a vibrant and diverse community. The growing population built residences on various scales and in various Victorian-era styles, and the city’s historic commercial areas around Railroad Square and Courthouse
Square were characterized by a mix of wood-frame and masonry buildings. Most of the commercial core was destroyed in the 1906 San Francisco earthquake, though some buildings (notably, those built by Italian American masons of locally quarried basalt) survived. Santa Rosa quickly rebuilt after the earthquake, and soon the commercial areas were full of new one- and two-story brick buildings. Residential neighborhoods flourished for the next few decades, as new subdivisions filled with Craftsman and Period Revival homes. The character of much of the Downtown Station Area was substantially altered in the late 1960s through the 1970s, as urban renewal projects demolished some historic buildings and established Late Modern edifices in their place.
The rest of the Downtown Station Area retains its historic architectural character, and this part of the city contains five designated historic districts.
The project scope included a survey of all undesignated properties in the Downtown Station Area constructed through 1974, including updated documentation of all previously surveyed properties and identification of potentially eligible properties that had not been previously surveyed. In keeping with national and state guidelines, the project involved extensive background research; development of a historic context statement using the National Register Multiple
Property Documentation (MPD) approach; completion of
the inventory in two phases (reconnaissance and intensive levels); documentation using standardized State of California Department of Parks and Recreation 523 forms (DPR forms); and production of a historic resources survey report with appendices including maps, property lists, and the DPR forms. It also incorporated information from the local community, gleaned through public outreach.
ARG streamlined its survey methodology through the use of a customized mobile documentation app built on the GIS-based Fulcrum platform; this enabled efficient gathering of data in the field using smartphones, as well as the automatic generation of the hundreds of DPR forms.
CLIENT REFERENCE
Sheila Wolski, City Planner
City of Santa Rosa Planning & Economic Development
707.543.4705 / [email protected]
B. Experience and Technical Competence
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TUSTIN CITYWIDE HISTORIC RESOURCES SURVEY
UPDATE
Tustin, California
Client: City of Tustin
Project Duration: 2019-2021
Between 2019 and 2021, ARG completed a historical resources survey update for the City of Tustin in Orange County, California.
The City was in need of an update of its 1990 and 2003
“windshield surveys,” with an expanded scope examining all properties constructed through 1976.
Entrepreneur Columbus Tustin platted Tustin City in a waterrich area in 1870, and the slow-growing community relied on small-scale agriculture and ties to the larger city of Santa Ana for its first few decades of existence. By the early 20th century, rail networks and nationwide demand for California’s agricultural bounty had spurred growth in Tustin, and the community became known for its citrus in particular. Most of the original townsite is now part of the Old Town Tustin Historic District, characterized by low-scale residential and commercial properties built between 1870 and 1963. The City’s most intense period of development, by far, was not to come until after World War II, when Orange County’s population exploded and orange groves were sold off and subdivided into new residential neighborhoods. Tustin developed rapidly as a bedroom
community in the 1960s, with its built environment including several early master-planned neighborhoods.
The project scope included a survey of all properties in the city constructed through 1976, including intensive-level documentation of all previously surveyed properties and identification of potentially eligible properties that had not been previously surveyed. In keeping with national and state guidelines, the project involved extensive background research; development of a historic context statement using the National Register Multiple Property Documentation (MPD) approach; completion of the inventory in two phases (reconnaissance and intensive levels); documentation using standardized State of California Department of Parks and Recreation 523 forms (DPR forms); and production of a historic resources survey report with appendices including maps, property lists, and the DPR forms. It also incorporated a wealth of information from the local community, gleaned through extensive public outreach as guided by the community outreach plan ARG developed for this project.
As previous surveys did not evaluate properties within the Old Town Tustin Historic District as contributing and noncontributing elements, ARG completed comprehensive documentation and evaluation of all 361 properties to facilitate future management by the City. At the request of the City, ARG also recommended a boundary extension of the district to encompass additional adjacent blocks of historic buildings sharing the same architectural characteristics and period of development as the rest of the district.
ARG streamlined its survey methodology through the use of a customized mobile documentation app built on the GIS-based Fulcrum platform; this enabled efficient gathering of data in the field using smartphones, as well as the automatic generation of the hundreds of DPR forms.
CLIENT REFERENCE
Irma Huitron, Assistant Planning Director
City of Tustin
714.573.3035 / [email protected]
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CITY OF REDLANDS HISTORIC CONTEXT STATEMENT
Redlands, California
Client: City of Redlands
Project Duration: 2016-2017
In October 2016, the City of Redlands contracted with ARG to draft its first citywide historic context statement. The goals of the project were to clearly identify all contexts and themes under which historic resources may be determined eligible, as well as associated property types. This comprehensive document provided the city with a contextual basis for
evaluating potentially historic resources for eligibility under National Register, California Register, and local criteria.
The preparation of the City of Redlands Historic Context Statement included the development of applicable contexts and themes related to the city’s history, the identification of potentially significant historic districts, and the recommendation of general treatment plans for historical resources in the future.
Its development was informed by intensive-level research, a reconnaissance survey of the city, and information gathered through extensive public outreach.
The context statement also addressed the role that ethnicity and culture played in shaping the built environment of Redlands, and provided a basis for evaluating extant resources that are associated with key ethnic and cultural groups in the city. It provided a focused discussion and was intended to supplement, and be used in conjunction with, the previous chronological contexts. It began in 1819, with Native American and Latino involvement in the construction of the Zanja and Asistencia, and continued through 1980.
Separate themes were included for each of the major ethnic and cultural groups that settled in the city and contributed to its history and development: Native Americans, Latinos, Chinese Americans, African Americans, Japanese Americans, and Dutch Americans.
CLIENT REFERENCE
Brian Foote, AICP, City Planner/Planning Manager
City of Redlands, Development Services Dept.
909.798.7562 / [email protected]
B. Experience and Technical Competence
Above: Bird’s Eye View of Redlands, 1888. Right, top: Second Baptist Church. Right bottom: Beverly Ranch Fisk House. 179
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 11 C. Firm Staffing and Key Personnel
PROJECT TEAM AND ROLES
We have assembled an expert project team comprising staff who have experience working in the Coachella Valley and are skilled in historic resource surveys. ARG offers planners, historians, architects, and conservators who meet the Secretary of the Interior’s Professional Qualifications Standards in multiple disciplines. If needed, we can call on additional support for the contract from our staff over more than 50 in three offices.
The team will be led by Mary Ringhoff, Senior Associate. As Project Manager, Mary will provide day-to-day contact with City staff and ensure all work is being conducted to the highest possible standard. Mary’s most recent survey management experience includes citywide surveys for San Marino, Tustin, Arcadia, Alhambra, and Beverly Hills, CA; a large-scale survey for Santa Rosa, CA; an HCS with reconnaissance survey for Redlands, CA; and National Register Historic District surveys of the Beverly Fairfax, Carthay Neighborhoods, Miracle Mile North, and Wilshire Vista West neighborhoods in Los Angeles. Prior to these projects, she was a significant contributor to SurveyLA, the City of Los Angeles’ citywide historic resources survey. She has been with ARG for 11 years. Mary will be involved in all aspects of this project including background research, community engagement, context development, field surveys, report preparation, and attendance at public meetings.
Morgan Quirk will provide research and writing support
for the team. Morgan is an architectural historian and GIS specialist with more than five years of experience working on a wide range of cultural resource documentation and
evaluation, preservation planning, and environmental review projects. She specializes in data and mapping analysis, with particular interests in cultural heritage and representation.
Her experience includes conducting cultural resource surveys and preparing a wide range of historical and evaluative documentation including National Register nominations, local register nominations, Historic Resource Evaluation reports, and Determination of Eligibility reports.
Project support will be provided by Brannon Smithwick.
Brannon is an architectural historian who recently joined ARG following graduation from the University of Southern California.
Her professional experience includes historic research, site documentation, drafting historic context statements, and collecting oral histories in the preservation field. Brannon will participate in background research, context development, and field surveys, and will also manage mobile app development and data collection.
Katie E. Horak, Principal, will serve as Principal-in-Charge. Katie is an architectural historian and preservation planner with nearly 20 years of experience managing complex preservation projects throughout Southern California. Katie has professional experience in both the public and private sectors, making her particularly sensitive to the needs and concerns of local municipalities on issues relating to historic preservation.
A recognized expert in the field, Katie regularly speaks on preservation topics at local, state, and national conferences and in addition to her duties at ARG, is an Adjunct Associate Professor at the University of Southern California. Katie lives in Palm Springs part time and has extensive project experience in
CITY OF PALM DESERT
Mary Ringhoff
Project Manager
Katie E. Horak
Principal-in-Charge
TEAM ORGANIZATION
Luke Leuschner
Research Consultant
Brannon Smithwick
Architectural
Historian &
Preservation
Planner
Morgan Quirk
Architectural
Historian
& GIS Specialist
We have provided full staff resumes under separate cover and uploaded as Item 5.8 Project Team Resumes on the electronic bid website.
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Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 12 Luke holds a degree from the University of California, Berkeley entitled “Adaptive Reuse and the American City,” a combination of the city planning and architectural history disciplines.
RATES
Team members’ labor will be billed at the following rates. Any additional work beyond the base proposal will be billed at ARG’s standard rates, as listed in the full rate sheet included as an appendix. ARG will not bill for any work outside the contracted scope without first consulting with the City.
the Coachella Valley. As Principal-in-Charge, Katie will oversee all work associated with this project and will provide quality control/quality assurance.
SUBCONSULTANT
Luke Leuschner, Research Consultant, is a California-based historian focused on the state’s architecture, urbanism, and identity, with a particular interest on the state’s desert regions.
Born and raised in Palm Desert, CA, he developed an affinity for the city’s forgotten and undocumented modern architecture.
The interest led him to the Historical Society of Palm Desert, where he worked (and continues to work) on a multi-year endeavor to document and archive the city’s built environment.
Since then, he has worked and consulted on a number of
architectural history and archive projects in the Coachella Valley and beyond. Luke’s research seeks not only to focus on architecture, but the way in which the idealized “wasteland” desert is perceived and utilized in the built environment. His current project is a book on the work of the modernist architect Rudolph Schindler in the California desert, and takes a deep dive into the kinds of the people who have historically called its arid regions home. Aside from his research, he sits on the City of Berkeley’s Landmarks Preservation Commission and is a board member of the California Garden and Landscape History Society.
C. Firm Staffing and Key Personnel
Herbert Pritzlaff House by Cliff May, undated (Photo Historical Society of Palm Desert) Role Staff Hourly
Rate
Principal in Charge Katie E. Horak $260
Project Manager Mary Ringhoff $180
Architectural Historian Morgan Quirk $125
Architectural Historian Brannon Smithwick $125
Intern TBD $75
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PROPOSED METHOD TO ACCOMPLISH THE WORK
Based on our understanding of the goals of the City of Palm Desert for a historic context statement and city-wide historical resources survey, ARG has developed the following work plan.
It is broken down by phase and task, and notes proposed deliverables where applicable. Digital deliverables are proposed, in the appropriate native formats (.doc, .pdf, .xlsx., .csv, .shp, .shx, .dbf, etc.).
PHASE 1. COMMUNITY OUTREACH, HISTORIC CONTEXT
STATEMENT, AND RECONNAISSANCE SURVEY
Task 1. Project Kickoff and Background Review
ARG will kick off the project with an in-person project initiation meeting with City staff. At this time, project goals, scope, timeline, and key deliverables will be finalized, and pertinent background information will be retrieved. All background information (General Plan, Palm Desert Municipal Code
Title 29-Cultural Resources, City website, existing landmark designations, ongoing studies, GIS data, building permit records (as available), etc.) will be carefully reviewed.
As specified in the RFP, the City will assemble a project-specific subcommittee of staff members, community members, and
CRPC members. ARG will participate in a maximum of four (4) meetings with the subcommittee to provide project updates and receive guidance.
Task 2. Community Engagement
ARG understands that engaging members of the community
will be critical to the success of the project. In our experience, the key element of stakeholder collaboration is frequent, transparent communication to ensure that local residents are true collaborators in the process. We propose a community outreach plan to include two citywide workshops (one public project kickoff meeting and one follow-up); a meeting with the Historical Society of Palm Desert; interviews with local knowledge experts as needed and as recommended by the
City and subcommittee; and regular project updates/feedback solicitation via the City website and social media accounts.
Participation in additional public meetings is noted under Task 7, below. All community meetings will be scheduled, noticed, and publicized by the City in advance.
Deliverables:
▪ Content for City website and social media
▪ Presentations for community meetings
Task 3. Historic Context Statement
ARG will conduct background research into primary and
secondary sources in online and local repositories and synthesize all information collected. Likely sources of information will include the Historical Society of Palm Desert, the Coachella Valley History Museum, branches of the Riverside County Library, and architect archives at UC Santa Barbara and UCLA.
We also have direct access to over 30,000 digitized building permit directory cards dating from 1955 to 1966, comprising the most complete architectural record of the City’s built environment; this will enable more accurate research into the City’s pre-1973 incorporation development period. ARG will use information gleaned from community engagement and the background research to develop a historic context statement (HCS) that will provide an evaluative framework for all resources.
D. Proposed Method to Accomplish the Work
Highway 111 to be widened, 1962 (Photo: Los Angeles Public Library) 182
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 14 The Multiple Property Documentation approach will be used to draft a city-wide HCS which will clearly identify all contexts and themes under which historic resources may be significant, and will include registration requirements (eligibility standards), integrity considerations, and likely property types. ARG will submit the draft HCS for City review, revise per comments, and finalize.
Deliverable:
▪ Draft Historic Context Statement
▪ Final Historic Context Statement
Task 4. Reconnaissance Survey
The reconnaissance survey is one of the most important
components of any citywide survey project. It informs the development of the HCS, provides information about known and potential eligible resources, and enables a street-by-street look at all of the City’s pre-1981 resources at once, for effective comparative analysis.
Before commencing with the reconnaissance survey, ARG will use information from the 2007 study, background review/ research, and community feedback to develop a spreadsheet that includes all known designated, eligible and potentially eligible resources. We will also create GIS maps of Palm Desert and of the properties on the spreadsheet, to ensure complete coverage during the reconnaissance survey.
ARG will conduct a street-by-street reconnaissance survey of all pre-1981 properties within the Palm Desert city limits. As the reconnaissance survey progresses, the spreadsheet will be updated to reflect baseline information gathered in the field; this will include newly identified potential historic resources, changes to known properties (demolition/alterations), and properties requiring further research or analysis. Propertyspecific research will be conducted as needed. Properties not identified as potentially eligible during the reconnaissance survey will not be documented in the intensive survey or included in the reconnaissance survey findings. ARG will submit the draft reconnaissance survey findings for City review, revise per comments, and finalize.
Deliverables:
▪ Draft reconnaissance survey findings: spreadsheets and findings maps
▪ Final reconnaissance survey findings: spreadsheets and findings maps
PHASE 2. INTENSIVE SURVEY, FINAL REPORT, AND
PRESENTATION OF FINDINGS
ARG recommends refinement of the Phase 2 scope and
fee following completion of Phase 1, which will provide a comprehensive overview of the City’s historic resources and enable more precise planning. The following work plan provides a basic task breakdown based on ARG’s current understanding of the City and its potential resources.
D. Proposed Method to Accomplish the Work
Palm Desert Corporation Ad (Photo: Historical Society of Palm Desert) 183
Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 15 Task 6. Final Report
ARG will draft a Historic Resources Survey Report, to
include objectives; area surveyed; methodology; final HCS; results; recommendations/next steps; and sources. The
recommendations section of the report will be developed through review of PDMC Title 29-Cultural Resources, the City website, and OHP guidelines for historic preservation ordinances; it will recommend modifications to current code and policy as appropriate, taking into account current policies and procedures as related to landmark designations.
The report’s appendices will include DPR forms; spreadsheets (.csv and .xlsx), and maps of all properties documented in intensive survey (both in districts and as individuals). Following City review of the report and appendices, ARG will revise per comments into a final report.
To ensure digital availability of the final findings information, ARG will coordinate with City GIS staff to integrate data tables and shapefiles into the City’s GIS system,. This will enable public presentation of the data via a webpage to be hosted by the City as part of the City’s website, as well as future reference for Planning staff.
Deliverables:
▪ Draft Historic Resources Survey Report and Appendices (DPR forms, spreadsheets, maps, and shapefiles)
▪ Final Historic Resources Survey Report and Appendices (DPR forms, spreadsheets, maps, and shapefiles)
Task 7. Presentation of Findings at Public Meetings
ARG will participate in and attend two public meetings related to the acceptance of the final survey findings: one Cultural Resources Preservation Committee hearing and one City Council hearing. We will prepare and present slides as part of each meeting.
Deliverables:
▪ Presentations for public meetings
Task 5. Intensive Survey
ARG will conduct an intensive-level survey of the known and potentially eligible properties on the reconnaissance survey spreadsheet. For this task, ARG will use a customized mobile documentation app built on the Fulcrum platform to expedite the fieldwork. The app will enable the rapid collection of information, including photographs and location data as well as information on property type, year built, architectural style, characteristics/details, and alterations, in a GIS-based platform.
All information gathered will be based on the fields found on DPR forms to facilitate auto-generation of DPR 523 forms (Primary; Building, Structure, and Object, or BSO; and potentially District, with required maps and photographs).
Properties within potential historic districts will be assessed as contributors/non-contributors, and the following will be documented on a DPR Primary form for each: architectural style, construction date, alterations, and photo. Each district will be additionally documented with DPR Primary and District forms presenting a descriptive overview and a statement of significance (including a brief development history). Individually eligible properties both within and outside of potential historic districts will be documented on DPR Primary and BSO forms, to include bulletpoint architectural descriptions and all other standard information. All information to be presented in the DPR forms will also be stored in a GIS-compatible searchable and accessible database for future integration into the City GIS system via .csv and .shp files.
ARG will conduct property-specific research as needed to inform evaluations of all resources under national, state, and local significance criteria. Our access to 1955-1966 building permit directory cards (noted in Phase 1 Task 3) will provide key information on owners, construction dates, and building methods/materials. California Historical Resources Status Codes will be assigned, and brief eligibility justification statements will be provided.
Deliverables:
▪ Draft DPR forms and intensive survey findings in spreadsheet and map form will be submitted as appendices to the Final Report under Task 6, below.
D. Proposed Method to Accomplish the Work
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DRAFT TIMELINE
ARG proposes an eight-month timeline to complete Phase 1, with a target completion date of January-February 2025. Depending on City goals and available funding, Phase 2 may commence immediately or at a later time. The following draft schedules illustrate the proposed project breakdown by phase, task, and deliverable. However, ARG will work with the City to refine the schedules as needed. We will be available to commence work immediately upon notice to proceed.
E. Schedule
Draft Timeline - Palm Desert Phase 1
1 2 3 4 5 6 7 8 9 10 11 12
Task 1. Project Kickoff & Background Review
*KICKOFF MEETING
Background review
*SUBCOMMITTEE MEETINGS
Task 2. Community Engagement
Generate digital content, prepare presentations, interview stakeholders *COMMUNITY MEETINGS
Task 3. Historic Context Statement
Conduct primary and secondary research
Develop draft HCS
*DRAFT HCS TO CITY
City Review
Finalize HCS
*FINAL HCS TO CITY
Task 4. Reconnaissance Survey
Create property maps and spreadsheets
Conduct reconnaissance survey
*DRAFT LISTS AND MAPS OF ELIGIBLE PROPERTIES TO CITY
City Review
Finalize lists and maps of eligible properties
*FINAL LISTS AND MAPS OF ELIGIBLE PROPERTIES TO CITY
Ongoing work
Meetings and Presentations
Submittals
Client Review
Month
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Architectural Resources Group | City of Palm Desert, Historic Context Statement and City-Wide Historic Resources Survey 17 E. Schedule
Draft Timeline - Palm Desert Phase 2
1 2 3 4 5 6 7 8 9 10 11 12
Task 5. Intensive Survey
Conduct intensive survey
Conduct property-specific research and evaluate properties Generate draft DPR forms
Task 6. Final Report
Conduct code and policy research for recommendations
Prepare draft report and appendices
*DRAFT REPORT AND APPENDICES TO CITY
City Review
Finalize report and appendices
*FINAL REPORT AND APPENDICES TO CITY
Coordinate with GIS staff
Task 7. Presentation at Public Meetings
Prepare presentations
CRPS Meeting
City Council Meeting
Ongoing work
Meetings and Presentations
Submittals
Client Review
Month
186
SAN FRANCISCO
Pier 9, The Embarcadero, Suite 107
San Francisco, California 94111
T: 415.421.1680
F: 415.421.0127
ARGcreate.com
LOS ANGELES
360 E. 2nd Street, Suite 225
Los Angeles, CA 90012
T: 626.583.1401
PORTLAND
720 SW Washington Street, Suite 605
Portland, Oregon 97205
T: 971.256.5324
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CITY OF PALM DESERT
PROFESSIONAL SERVICES AGREEMENT
1. Parties and Date. This Agreement is made and entered into this 1st day of July, 2024, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and Architectural Resources Group, a Corporation, with its principal place of business at 360 E. 2nd Street, Suite 225, Los Angeles, CA 90012 ("Vendor").
The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties."
2. Recitals.
2.1 Project.
The City is a public agency of the State of California and is in need of professional services for the following project:
Historic Context Statement and City-Wide Historic Resources Survey Project (hereinafter referred to as “the Project”).
2.2 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement.
Consultant is duly licensed and has the necessary qualifications to provide such services.
3. Terms.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from July 1, 2024, to June 30, 2025, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than three additional one-year terms. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Independent Contractor; Control and Payment of Subordinates.
The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their 191
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performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause.
The key personnel for performance of this Agreement are as follows: Katie E. Horak, Principal, and Mary Ringhoff, Senior Associate.
3.2.5 City's Representative. The City hereby designates Richard Cannone, Director of Development Services, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Consultant's Representative. Consultant hereby designates Mary Ringhoff, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants, and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant 192
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represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Period of Performance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing by the City and Consultant (“Performance Milestones”).
Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage.
Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.
Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation.
Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.
3.2.10 Laws and Regulations; Employee/Labor Certification. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause. 193
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3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement and shall not violate any such law at any time during the term of the Agreement.
3.2.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, physical disability, ancestry, sex, age, marital status, gender, gender identity, gender expression, sexual orientation, reproductive health decision making, veteran or military status, or any other consideration made unlawful by federal, state, or local laws. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.2.10.3 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed.
3.2.11 Insurance.
Insurance requirements are as follows:
General Liability Insurance $1,000,000/$2,000,000 is required. Automobile Liability.
Workers’ Compensation.
Professional Liability Insurance.
Cyber Liability is required.
3.2.11.1 Minimum Requirements. Without limiting Consultant’s indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City. (A) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(B) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non194 Contract No. ___________
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owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City’s Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. (C) Professional Liability (Errors & Omissions) Insurance.
Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement. (D) Workers’ Compensation Insurance. Consultant shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives.
(E) Umbrella or Excess Liability Insurance. Consultant may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have
applied proves to be uncollectible in whole or in part for any reason;
(2) Pay on behalf of wording as opposed to reimbursement; (3) Concurrency of effective dates with primary policies; and (4) Policies shall “follow form” to the underlying primary policies.
(5) Insureds under primary policies shall also be insureds under the umbrella or excess policies.
(F) Fidelity Coverage. Reserved.
(G) Cyber Liability Insurance. Reserved
If coverage is maintained on a claims-made basis, Consultant shall maintain such coverage for an additional period of three (3) years following termination of the Agreement.
3.2.11.2 Other Provisions or Requirements.
(A) Proof of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current 195
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certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
(B) Duration of Coverage. Consultant shall procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants. (C) Primary/Non-Contributing. Coverage provided by
Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or selfinsurance shall be called upon to protect it as a named insured. (D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement.
(E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
(F) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G) Enforcement of Contract Provisions (non estoppel).
Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
(H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance.
Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits 196
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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. (I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies.
(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (M) Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review.
(N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice. (O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
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(Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.
3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority.
Consultant must comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations, and policies of this Section.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed eighty two thousand, seven hundred dollars ($82,700) without written approval of the City Council or City Manager, as applicable.
3.3.2 Payment of Compensation. Consultant shall submit to City monthly invoices which provide a detailed description of the Services and hours rendered by Consultant.
City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
3.4 Labor Code Requirements.
3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, 198
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Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of Services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.
3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code and agrees to comply with such provisions before commencing the performance of the Services.
3.5 Accounting Records.
3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6 General Provisions.
3.6.1 Termination of Agreement.
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3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.
3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.
3.6.1.3 Early Termination. Notwithstanding any provision herein to the contrary, if for any fiscal year of this Agreement the City Council fails to appropriate or allocate funds for future payment under the Agreement after exercising reasonable efforts to do so, the City may upon seven (7) days’ written notice, order work on the Project to cease. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation.
3.6.1.4 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: Architectural Resources Group
360 E. 2nd Street, Suite 225
Los Angeles, CA 90012
ATTN: Mary Ringhoff
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: Richard Cannone, Development Services
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.6.3 Ownership of Materials and Confidentiality.
3.6.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, 200
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specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.
3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.
3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents, and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment, or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.
3.6.3.4 Indemnification – Documents and Data. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers, agents and representatives free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.
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3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information.
Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.
3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate, or convenient to attain the purposes of this Agreement.
3.6.5 [Reserved]
3.6.6 Indemnification.
3.6.6.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers, or representatives.
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3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements.
3.6.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.
3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.
3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City.
Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
3.6.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not workdays. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, volunteers, and representatives except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.6.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
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3.6.16 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties.
3.6.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON NEXT PAGE]
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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT
BY AND BETWEEN THE CITY OF PALM DESERT
AND Architectural Resources Group
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.
CITY OF PALM DESERT
By:
L. Todd Hileman
City Manager
Attest:
By:
Anthony J. Mejia
City Clerk
Approved as to form:
By:
Best Best & Krieger LLP
City Attorney
ARCHITECTURAL RESOURCES GROUP, A
CORPORATION
By:
Naomi Miroglio
President
Printed Name:
By:
Lisa Yergovich
Secretary
Printed Name:
QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
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Exhibit “A”
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EXHIBIT “A”
SCOPE OF SERVICES
[***INSERT SCOPE***]
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Exhibit “B”
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EXHIBIT "B"
SCHEDULE OF SERVICES
[***INSERT SCHEDULE***]
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Exhibit “C”
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EXHIBIT "C"
COMPENSATION
[***INSERT RATES & AUTHORIZED REIMBURSABLE EXPENSES***] In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Riverside-San Bernardino-Ontario, CA 208