shall be levied only so long as needed for the purposes as described in the Resolution of Formation.
SECTION 6. Collection. The Special tax shall be collected in the same manner as ordinary ad valorem taxes and shall be subject to the same penal ties and the same procedure, sale and lien in any case of delinquency as applicable for ad valorem property taxes; provided, however, that the Special Tax may be collected by direct billing by the City of the property owners in the CFD or in such other manner as may be provided by the City Council. In addition, the provisions of § 53356.1 of the Act shall apply to any delinquent Special Tax payments.
SECTION 7. Authorization. The specific authorization for adoption of the Ordinance is § 53340 of the Act.
SECTION 8. Severability. The City Council declares that, should any provision, section, paragraph, sentence or word of this Ordinance be rendered or declared invalid by any final court action in a court of competent jurisdiction, or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences and words of this Ordinance shall remain in full force and effect and the balance of this Ordinance, and the application of the Special Tax to the remaining parcels within the CFD, shall not be affected.
SECTION 9. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same, or the summary thereof, to be published and posted pursuant to the provisions of law and this Ordinance shall take effect thirty (30) days after passage.
INTRODUCED at a regular meeting of the City Council of the City of Placentia held on March 5, 2024.
PASSED, APPROVED AND ADOPTED this 19th day of March 2024.
Jeremy Yamaguchi, Mayor
ATTEST:
Robert S. McKinnell, City Clerk
Ordinance O-2024-03
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Placentia, held on the 5th day of March, 2024, and adopted at a regular meeting of the City Council of the City of Placentia, held on the 19th day of March 2024 by the following vote:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAINED: Councilmembers:
ATTEST:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
Ordinance O-2024-03
Placentia City Council
AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE DATE: MARCH 19, 2024
SUBJECT: APPROVAL OF FINAL PARCEL MAP NO. 2023-113 PERTAINING TO THE SUBDIVISION OF AN +/- 0.47 ACRE LOT INTO TWO PARCELS LOCATED ADJACENT TO 1278 VINA DEL MAR AVENUE WITHIN THE R-1 (SINGLE
FAMILY RESIDENTIAL) ZONING DISTRICT
FISCAL
IMPACT: APPROXIMATELY $46,798 OF TOTAL DEVELOPMENT IMPACT FEE REVENUE
PRIOR TO CONSTRUCTION OF TWO NEW SINGLE-FAMILY RESIDENCES SUMMARY:
On September 5, 2023, City Council approved Tentative Parcel Map No. 2023-113 for the subdivision of one existing parcel into two separate parcels for the property located adjacent to 1278 Vina Del Mar Avenue (APN: 341-022-10). The subject site is in the easterly portion of the City, east of Rose Drive, south of Yorba Linda Boulevard near the intersection of Vina Del Mar Avenue and Lasterbrook Street. The Parcel Map will subdivide the existing 17,424 square foot lot into two (2) lots.
All conditions imposed upon the subject parcel map have been met pursuant to Section 66473.5 of the California Government Code, including the provisions for the design and improvements of the proposed subdivision. The proposed project is consistent with the City's General Plan and meets the minimum development standards of the Placentia Municipal Code (PMC). The recommended actions will accept Final Parcel Map No. 2023-113.
RECOMMENDATION:
It is recommended that the City Council take the following actions:
1. Approve Final Parcel Map No. 2023-113, subject to final review and approval by the County Surveyor; and
2. Authorize the City Clerk to sign Final Parcel Map No. 2023-113.
1.f.
March 19, 2024
City Council Agenda
March 19, 2024
STRATEGIC PLAN STATEMENT:
This item is consistent with the City Council approved 5 -Year Strategic Goal to achieve:
Implementation of Housing Element Strategies, Objective Number 3.10. This agenda item will specifically create opportunities for the development of more housing in the City.
DISCUSSION:
The subject site is in the easterly portion of the City, east of Rose Drive, south of Yorba Linda Boulevard near the intersection of Vina Del Mar Avenue and Lasterbrook Street. The parcel has historically been utilized for oil production and is within the R-1 Single -Family Residential Zoning District. Access to the parcel is from Vina Del Mar Avenue and the property has an existing block wall around the perimeter of the site. The Parcel Map will subdivide the existing 17,424 square foot lot into two (2) lots.
Placentia Municipal Code (PMC) Section 22.76.070 requires the Planning Commission to take action to recommend to the City Council conditional approval or denial of a proposed subdivision map. On July 11, 2023, the Planning Commission voted 6-0-1-0 (1 absent), to recommend approval of Tentative Parcel Map 2023-113. On September 5, 2023, City Council approved Tentative Parcel Map No. 2023-113 for the subdivision of one existing parcel into two separate parcels for the property located adjacent to 1278 Vina Del Mar Avenue All conditions imposed upon the subject parcel map have been met pursuant to Section 66473.5 of the California Government Code, including the provisions for the design and improvements of the proposed subdivision. The proposed project is consistent with the City's General Plan and meets the minimum development standards of the PMC. The recommended actions will accept Final Parcel Map No. 2023-113, as shown and documented on the attached final map.
FISCAL IMPACT:
Pursuant to PMC Chapter 5.02 all new development is subject to Citywide Development Impact Fees. The proposed Tentative Parcel Map will result in two (2) additional lots that will be eligible for development. Based upon the zoning designation, one single family residence can be developed on the resulting new lots of parcels 1 and 2. The subsequent construction of two (2) new homes will result in approximately $46,798 of total Development Impact Fee revenue. It should be noted that future construction will also require payment of user fees such as building plan check and building permit fees.
Prepared by:
Reviewed and apbr6\ved:
Chris Tanio Luis Estevez
Deputy Director of Public Works/City Engineer Deputy City Administrator
City Council Agenda
March 19, 2024
Reviewed and approved:
Reviewed and approved:
9erinifi LampnYan /' Damien R. Arrula
ire 6r of Finance City Administrator
Attachment:
Final Parcel Map No. 2023-113
SHEET 1 OF 3 SHEETS PARCEL IE.\/IAP
ALL OF TENTATIVE PARCEL MAP NO. 2023-113
2 NUMBERED PARCELS
AREA: 20,479 SQUARE FEET (GROSS)
0.470 ACRES (GROSS) NO.
2023-113 TIME
INSTRUMENT NO FEE $
IN THE CITY OF PLACENTIA, COUNTY OF ORANGE, STATE OF CALIFORNIA. BOOK PAGE BEING A SUBDIVISION OF THE REMAINING 0.47 ACRES OF THE SOUTH 324.32 FEET OF LOT 7 OF THE HUGH NGUYEN
HAZARD SUBDIVISION OF PART OF THE SHANKLIN TRACT, AS SHOWN ON THE MAP THEREOF COUNTY CLERK -RECORDER RECORDED IN BOOK 18, PAGE 7 OF MISCELLANEOUS RECORDS OF LOS ANGELES COUNTY. ALSO DESCRIBED AS LOT "B" OF TRACT NO. 6013 AS SAID TRACT IS SHOWN ON A MAP RECORDED IN BOOK 220, PAGES 16 AND 17 OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA. BY
ACCEPTED AND FILED AT THE
REQUEST OF
FIRST AMERICAN TITLE COMPANY
DATE
OWNERSHIP CERTIFICATE KING CIVIL ENGINEERING CORP THOMAS A. KING, R.C.E. 16916 DATE OF SURVEY -JULY 2023 I, the undersigned, being all parties having any record title interest in the land covered by this map, do hereby consent to the preparation and recordation of said map, as shown within the distinctive border line.
By:
David M. Renton
Owner
NOTARY ACKNOWLEDGEMENT
A NOTARY PUBLIC OR OTHER OFFICER COMPLETING THIS CERTIFICATE VERIFIES ONLY THE
IDENTITY OF THE INDIVIDUAL WHO SIGNED THE DOCUMENT TO WHICH THIS CERTIFICATE IS ATTACHED, AND NOT THE TRUTHFULNESS, ACCURACY, OR VALIDITY OF THAT DOCUMENT.
State of _
County of
)ss
DEPUTY
ENGINEER'S STATEMENT:
This map was prepared by me or under my direction and is based upon a field survey in conformance with the requirements of the Subdivision Map Act and local ordinance at the request of DAVID M. RENTON in JULY 2023. I hereby state that all monuments are of the character and occupy the positions indicated, or that they will be set in such positions within 90 days after acceptance of improvements; and that said monuments are sufficient to enable the survey to be retraced. I hereby state thot this parcel map substantially conforms to the approved or conditionally approved tentative map, if any.
December 13, 2023
Thomas A. King
R.C.E. 16916
Expiration Date: 6/30/2025
CITY ENGINEER'S STATEMENT:
I hereby state that I hove examined this map and have found it to be substantially in conformance with the Tentative Map, if required, as filed with, amended and approved by the City Planning Commission; that all provisions of the Subdivision Map Act and City Subdivision Regulations have been complied with.
Date
Dated this
day of 2024
Christopher M. Tanio
Deputy Director of Public Works/ City Engineer of the City of Placentia R.C.E. NO. 82756 Expiration Date: 9/30/2024
CITY SURVEYOR'S STATEMENT:
I hereby state that I have examined this map and have found that it conforms with mapping provisions of the Subdivision Map Act and I am satisfied this map is technically correct.
Dated this day of
On before me, a Notary Public,
personally appeared David M. Renton who proved to me on the basis of satisfactory evidence Dennis W. Janda P.L.S. 6359 to be the person whose name is subscribed to the within instrument and acknowledged to City Surveyor, City of Placentia me thot he executed the same in his authorized capacity, and that by his signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of that the foregoing paragraph is true and correct.
Witness my hand:
Signature
Notary Public in and for said State
(Print Name)
COUNTY SURVEYOR'S STATEMENT:
2024
I hereby state that I have examined this map and have found that all mapping provisions of the Subdivsion Map Act have been complied with and I am satisfied said mop is technically correct relative to the parcel map boundary.
Dated this day of
My Principal Place of Business is Kevin R. Hills, County Surveyor in County L.S. 6617
My Commission expires
My Commission No
By: Lily M. N. Sandberg, Deputy County Surveyor
P.L.S. 8402
CITY CLERK'S CERTIFICATE
2024
State of California )
City of Placentia )ss
County of Orange )
I hereby certify that this map was presented for approval to the City Council of the City of Placentia at a regular meeting thereof held on the day of 2024, and that thereupon said Council did, by an order duly passed and entered, approve said map.
And did also approve subject map pursuant to the provisions of section 66436 (a)(3)(A) of the subdivision Map Act.
Dated this
day of 2024
Robert S. McKinnell
City Clerk of the City of Placentia
COUNTY TREASURER -TAX COLLECTOR'S CERTIFICATE:
State of California )
)ss
County of Orange )
I hereby certify that according to the records of my office, there are no liens against the land covered by this map or any part thereof for unpaid State, County, municipal or local taxes or special assessments collected as taxes, except taxes or special assessments collected as taxes not yet payable.
And do certify to the Recorder of Orange County that the provisions of the Subdivision Map Act have been complied with regarding deposits to secure payment of taxes or special assessments collected as taxes on the land covered by this map.
Dated this
day of , 2024
Shari L. Freidenrich BY:
County Treasurer —Tax Collector Treasurer —Tax Collector
SH EET 2 OF 3 SHEETS
ALL OF TENTA TIVE PARC EL MA P N O. 2023-113
2 N UMBE RED PAR CEL S
A REA : 20,479 SQUARE FEET (GROSS)
0.470 A CR ES (GRO SS)
SCA LE: 1" =40'
BA SIS OF BEARINGS:
THE BEARINGS SHOW N HEREON ARE BASED ON THE
BEARING BETWEEN O.C.S. HORIZONTAL CONTROL
STATION G.P. S. NO. 5165 AND STATION G.P. S. NO.
0409R1, BEING NORTH 89' 49'42'WEST, PER RECORDS
ON FILE IN THE OFFICE OF THE ORANGE COUNTY
SURVEYOR.
0. C. S. GPS 0409R1
YORBA LINDA BLVD.
\
SNF
z\ 4,ro
V) I \0 SO a ° I SEE
DET�AIL31"
Z \<'�� —
14 W as s• N
W p /
0- 130.38' R2)
NN` 9.76'
PARCEL MAP NO. 2023-113
IN THE CITY OF PLACENTIA, COUNTY OF O RA NG E, STA TE OF CALIFORNIA.
K ING CIVIL ENG IN EERIN G CORP THOMAS A. KING, R. C. E. 16916 DATE OF SU RVEY -JULY 2023 D ATUM STA TEMENT:
COORDINATES SHOWN ARE BASED ON THE CALIFORNIA
COORDINATE SYSTEM (CCS83), ZONE VI, NAD83
(2017.50 EPOCH OCS GPS ADJUSTMENT).
ALL DISTANCES SHOWN HEREON ARE GROUND, UNLESS
OTHERWISE NOTED.
TO OBTAIN GRID DISTANCES MULTIPLY GROUND
DISTANCE BY 0.99999070 MEAN VALUE.
TRACT HO. 1013
SET SPIKE AND WASHER, FLUSH, \
STAMPED RCE 16916
' FOUND 3/4" I P , DN 0. 3' SNF rc /
WITH NAIL & TAG STAMPED 9. 76' (9. 6211\R2) -
LS 2911 PER R1. — 9 /
ACCEPTED AS POINT ON W 'LY P/L
FD. NO0'13'42"E 0.13'
3 A
PLACENTIA CITY LIMITS
YORBA LINDA CITY LIMITS
TRACT HO.
61. 01, 66
O. C. S. GPS 0409R1
N2270563.56 E6078601.58
FD GEAR SPIKE AND WASHER STAMPED "LS 5312", FLUSH,
IN LIEU OF ORIGINAL PUNCHED SPIKE NO WASHER, FLUSH IN AC. SURFACE.
MONUMENT IS LOCATED AT THE CENTERLINE INTERSECTION OF ROSE DRIVE AND YORBA LINDA BOULEVARD.
REFERENCES: TR. NO. 17617, M.M. 935/46-48, CR 2014-0697.
SNF
SNF
p 6i0,
m 30' oo^30'
CC w• o
a.
N z
z
ao
MON UMENT NO TES:
O - Indicates set monument as indicated and no ted hereon. 0® Indicates 2" I.P. Tagged RCE 16916, to be set, or Lead, Na il & Tag stampe d RCE 16916 to be set in c oncrete and in blo ck w alls. 0® Indicates set 1" I.P. with Nail & Ta g stamped RCE 16916. 0® Indicates 1" I.P. Tagge d RCE 16916, to be set, or Lea d, Na il & Tag stamped RCE 16916 to be set in concrete and in block walls. • — Indicate s fo und mo nument as indicated and noted hereo n. ♦ — Indicates fo und OCS GPS co ntrol statio n monu men t per the Horizontal Control Date She et of the Ora nge Co unty Surve yor.
N89' 49'42" W 1130.90' (1130.89' GRID)
SEE DETAIL " 2"^
ON SHEET 3
K.N. 221.16-17 �J
FD. SPIKE SHAFT, ON' 0.2'
ACCEPTED AS CENTERLINE BC
11 I SNF
SET SPIKE AND WASHER,I
FLUSH, STAMPED RCE 188916
16 IVINA DEL MAR AVENUE
N89' 46'18'W 885. 19' (885.58' R1)
119. 89' (120.00' R1) I 238.14' (238.33' R1)
yy 1i0. 13' (110. 38' Ri) • 183.66'
N00'U0;42V 1- INOC113'42
0 / M N89'46'18" W 193.79' (193. 70' R1) 130.00
102.00' © 91. 79' SNF J
L- J FOUND 3//4" I P DN 0. 3I—''
cif
B NO NAIL OR STAIAPED TAdI
ACCEPTED AS POINT ON ELY P/L
11D. N00'13'42"E10.33'
5 96
PARCEL 2 N /ESTABLISHED BY HOLDING TUNE PARALLEL WITH SOUTH TR. LINE PER R1. 10,290 SF TRACT IMO. 6513 I FiM. 220/16-17
N89' 45'59"W 66. 36'F " N00' 20'44"E 16.87' (17.00' RI) SNF o cJ (66.45' R1) 0 PLACENTIA CITY LIMITS
158.12' 90' 06'43" M&(R1)
W
U
dRADIUS PT.
a
W w
W i
D B
z i;
5=
NS
ce
\.ten I
PARCEL 1
10,189 SF
90' 00'19" M & (R1) z
102. 00' Q SNF
Siln 144.90' (145.12'1R3)
N89' 45'59"W 260. 12' M & (R1,R3)
SEE DETAIL
SHEET 3
SNF
SET SPIKE AND WASHER,
FLUSH, STAMPED RCE 16916
R EFEREN CE NOTES:
R1— Record per Tract No. 6013, M.M. 220/16-17 (1965),
R2— Indicates record or computed from record per Tract No . 5964, M.M. 275/23-25 1969 .
R3— Indicates record or computed from record per Tract No. 7697, M.M. 309/34-35 (((1972))1962).
R4— Indicates recordR5— Indicates record ({{or pfrom record per Tract No. 5828, M.M. 213/26-27 (1964). lor computed �P
( )— Indicates Reco rd per referenced map.
SNF—In dic ates Sea rche d Nothing Fo und.
NS —Indicate s Nothing Set.
M & (R)— Indicates measured and record distance.
BASIS OF BEARINGS
290.95' (291.00' R1)
W
ce
D:
0 W
0 Z
5 IUS PT.
NS
cV
s'
0 PROSPECT AVE.
O. C. S. GPS 5165 YORBA UNDA BLVD.
- °j‘5' 'TOAST NO. 4766
OMAMM AVENUE
1.14.176/59-46
236. 21' (236.25' R1)
TOAST IMO. 76971
14 13
FOUND SPIKE AND WASHER, DN 0.1'
STAMPED RCE 9757, PER R3.
ACCEPTED AS THE CENTERLINE INTERSECTION
CUMBERLAND CR. & WESTMORELAND DR.
12 iM
681.63' (682.26' R1)
68.N. 369/34-36
11 H�
X89'53'35" M & (R3)
0 0
O. C.S. GPS 5165
N2270560.17 E6079732.46
FD GEAR SPIKE.
MONUMENT IS LOCATED AT THE CENTERLINE INTERSECTION OF PROSPECT AVENUE AND YORBA UNDA BOULEVARD.
REFERENCES: TR. NO. 17617 M.M. 935/46-48.
SNF
SET SPIKE AND WASHER,
FLUSH, STAMPED RCE 16916
615. 15' (615.58' R1,R3)
•
•
•
•
SNF SNF 730.36' (730.58' R3)
SNF
YORBA UNDA CITY UMITS
N89'45'59" W 1875. 27' (875.70' R1,R3)
15 CUMBERLAND CIRCLE
N89'45'34"W 730.49' (730.58' R3)
ESTABLISHMENT NO TES:
AQ ESTABUSHED BY BEARING -BEARING INTERSECTION.
ESTABUSHED LINE BY HOLDING RECORD ANGLE PER R3 .
▪ ESTABLISHED LINE BY HOLDING PERPENDICULAR
TO VINA DEL MAR AVENUE CENTERLINE PER R1.
A ESTABLISHED LINE BY HOLDING RECORD ANGLE PER R1.
FOUND GEAR SPIKE AND WASHER, FLUSH,
STAMPED LS 5411 PER CR 2013-0645.
FD. N89'42'06"W 0. 06'
NOTE
A DEUGENT SEARCH FOR ALL RECORD
MONUMENTS IN THE AREA WAS PERFORMED
TO ASSIST IN ESTABUSHING THE BOUNDARY
LINES OF THIS SURVEY . ALL MONUMENTS
THAT WERE FOUND ARE SHOWN HEREON.
0 40 80
SCALE: 1" =40'
g
FOUND GEAR SPIKE AND WASHER, FLUSH,
STAMPED LS 5411 PER CR 2013-0648.
ACCEPTED AS THE CENTERUNE INTERSECTION
JEFFERSON ST. & OMAHA AVENUE.
SNF
SET SPIKE AND WASHER,
FLUSH, STAMPED RCE 16916
TRACT WO. 5828
CARLSBAD STREET
-
SEE DETAIL "4"
ON SHEET 3
Mg. 212/26-27
FOUND GEAR SPIKE AND WASHER, FLUSH,
STAMPED LS 5411 PER CR 2012-4364.
ACCEPTED AS THE CENTERLINE INTERSECTION
JEFFERSON ST . & CUMBERLAND CR .
SURVEYOR'S BOUNDARY NOTE:
THERE ARE NO CONFLICTS WITH EXISTING
VISIBLE IMPROVEMENTS AND THE EXTERIOR
BOUNDARY LINE (DISTINCTIVE BORDER) OF
THIS MAP AS ESTABLISHED HEREON .
ALL OF TENTATIVE PARCEL MAP 60.2023-113
ALLOT 3 E 3 SHEETS PARCEL
2 NUMBERED PARCELS
AREA: 20,479 SQUARE FEET (GROSS)
0.470 ACRES (GROSS) IN O. 2023_113
IN THE CITY OF PLACENTIA, COUNTY
KING CIVIL ENGINEERING CORP THOMAS
REFERENCE NOTES:
A.
1\/1AP
OF ORANGE,
KING, R.C.E.
16916
STATE
OF CALIFORNIA.
DATE OF SURVEY -JULY 2023
MONUMENT NOTES:
M & (R)— Indicates measured and
(R1) Indicates record per Tract No.
(R3) Indicates record per Tract No.
j
F
ESTABLISHED AS THE C/L
INTERSECTION WITH THE E
WEST TRACT BDRY. ro
SET SPIKE & WASHER, FLUSH, 0
reference distance.
6013, M.M. 220/16-17.
7697, M.M. 309/34-35.
8�\TS
m
SEE SHEET NO. 2 FOR VINA DEL MAR
AVENUE CENTERLINE ESTABLISHMENT. 1
1 1
111
1 2•
3•
/
/6/
5. '7
/ '''"�' \\
/ MI' \
n,2
\�o^ .'�''
\ z� /
• — Indicates found monument as indicated and noted hereon. • — Indicates found lead & tack in top of curb per Tract No. 6013, M.M. 220/16-17, City C/L lies. — Indicates found lead & tack in top of curb per CR 2013-0645. — Indicates found lead & tack in top of curb per CR 2013-0646. ESTABLISHED BY BEARING —BEARING 0 — Indicates set monument as indicated and noted hereon. 2* INTERSECTION. ACCEPTED AS THE
SNF / CENTERLINE INTERSECTION OF
EET A
ESTABLISHED PER CITY C/L TIES, '' VINA JEFFEDEL MAR RSON RAVENUE.
TR. NO. 6013, NO. 100272. / SET SPIKE & WASHER, FLUSH,
ESTABLISHED N89'42'O6"W 0.03' / STAMPED RCE 16916.
SEE SHEET NO. 2 FOR VINA DEL MAR 1 2 /
1 AVENUE CENTERLINE ESTABLISHMENT. •\T% / ,`ej1-,r2
FD. SPIKE SHAFT, DN 0.2' \ h� / 0.020.51 (0.50' CR2012-4204) ACCEPTED AS CENTERLINE BC VINA DEL MAR AVE,' // 0.49'
FITS PER CITY C/L TIES,
u TR. NO. 6013, 0. 100274. �$i' \ 1 J':3 -�A---
N
ACCEPTED AS CENTERLINE BC r \J, y CARLSBAD ST.
1 2 �N� I\ \\O 2
/ ��\\\
1 1.2 c�\
FOUND GEAR SPIKE & WASHER, \\
FLUSH, STAMPED LS 5411, w \, 2
STAMPED RCE 16916.
ri
SNF
• \ / PER CR 2013-0645.
A.7 �`L' VINA DEL MAR AVENUE \ °oj FD. N89'42'06"W 0.06' 3 - - N89'4618'W 238.14'__ �^
__ _
ESTABLISHED PER CITY C/L TIES, N89'46'18"W 119.89' (120.00' R7) i Z TR. NO. 6013, NO. 100274. I �dt \\/ \i SEE SHEET NO. 2 FOR JEFFERSON ST. O i CENTERLINE ESTABLISHMENT.— -I m
ESTABLISHED 500'13'42"W 0.04 IFS
L1
7 8
0 H
")
j• •y
1 1
ESTABLISHED PER CITY C/L TIES, I L4
TR. NO. 6013, NO. 100274.
ACCEPTED AS THE C/L INTERSECTION DETAIL 5
VINA DEL MAR AVE. & LASTERBROOK ST. NTS
DETAIL 1 SET SPIKE & WASHER, FLUSH,
NTS STAMPED RCE 16916.
SEE SHEET NO. 2 FOR JEFFERSON ST. I E ESTABLISHED BY BEARING —BEARING CENTERLINE ESTABLISHMENT.- AS THE
E.
tO
SEE DETAIL 5 ABOVE - '-�
/
SNF / 1 2/
VINA MAR SNF
��I
I z
-- w
ILL
7 INTERSECTION. ACCEPTED
CENTERLINE INTERSECTION OF
JEFFERSON STREET AND
VINA DEL M
-. SET SPIKE &RWASH R, FLUSH,
2 STAMPED RCE 16916.
\
2 \
PER CITY C/L TIES, / 4 �ti�
UCE TR. NO. 6013, NO. 100273. - N89'46'18"W 290.95' '\i 1 ACCEPTED AS CENTERLINE RADIUS PT, - -y- --- // I CARLSBAD STREET VINA DEL MAR AVENUE 4,... I�L
1\'.----. / ----2.-4 SEE SHEET NO. 2 FOR VINA DEL MAR ry \. .7.43,• / ESTABLISHED PER CITY C/L TIES, -'" ,( -- --- AVENUE CENTERLINE ESTABLISHMENT. \\ 1 2 TR. NO. 6013, NO. 100273. 1 \ / 1 \
ESTABLISHED 600'14'57"E 0.02' \�s FOUND GEAR SPIKE & WASHER, 1 \ /!'� ,��\/ FLUSH, STAMPED LS 5411, •
\ / 7 '�/ PER CR 2013-0645.
\ / / FD. N89'42'06'W 0.06'
/ I:f�\io�
Zj
' 3
I�2 1 :' IR I
11-, f,.-_!
1 N & I
2 /
1 i
2.".
3 — N89'46'18"W 238.14' \\ �/ _689'46'18"W 290.95'—
C�-_ _ —__ SEE SHEET NO. 2 FOR SO. TR. 6013
/7 I� VINA DEL MAR AVENUE /LINE ESTABLISHMENT.
Il
t I;I
7,,,,
, In�
u'1I e-
1 1 SNF (PLACENTIA CITY LIMITS
SEE SHEET NO. 2 FOR VINA DEL MAR ESTABLISHED AS THE C/L INTERSECTION OF 1 AVENUE CENTERLINE ESTABLISHMENT. VINA DEL MAR AVE. & VINA DEL MAR PLACE. \ \ r-TR. 6013 SOUTH TRACT LINE 3 SET SPIKE & WASHER, FLUSH, 111
I I
11'I •
lJ i,
1 DETAIL2
NTS STAMPED RCE 16916. N89'45'59"W
SNF -YORBA LINDA CRY LIMITS
ESTABLISHED PER CITY C/L TIES,
TR. NO. 6013, NO. 100272.
ACCEPTED AS THE C/L INTERSECTION JEFFERSON ST.
& SOUTH TRACT 6013 BDRY. LINE PRODUCED
DETAIL 4
NTS
CENTERLINE TIE COURSE TABLE
TIE
NO.
BEARING
DISTANCE
PER CITY C/L TIES,
TR. NO. 6013, NO. 100272.
512'38'44"j/
7 T2
S56.29'18'4
37.10'
37.10'
T3
N54'05'01"W
34.10'
34.08'
T4
N13'00'06"W
20.41'
20.41'
T5
S39'51'08"E
27.39'
27.38'
1 T6
S46'526,
25.94'
25.93 VINA DEL MAR
T7
N2624 46 E
42.02'
42.02'
\\ r CIRCLE / SNF
TR. 100273.
T8
N24'58'19"W
42.24'
42.23'
/ ESTABLISHED PER CITY C/L TIES, NO. 6013, NO.
AT?:, '�l'/ ACCEPTED AS CENTERLINE RADIUS PT,
\\
T10
521'27'22"W
49.66'
49.68'
/ T23
T11
N4T28'S9"E
29.31 29.31
T12
N39'01'29"W
25.73'
25.74'
11. ..2,". / 1
T13
N79'22'00"E
35.33'
35.33'
/
T14
N79'10'39"W
35.07'
35.03'
r+�"' y/
T15
N07'01'41"E
90.00'
90.00'
\ r $ r"'
T16
528'41 48 E
71.69'
71.73'
/4i
\`A "' %
I 1/
S28'57'00"W
71.79'
71.80'
\\\z
f
T18
628'15'36"E
22.62'
22.62'
/
\\
T19
010'1735"W
20.28'
20.28'
/ 526-'
\
720
534'52'26"E
35.24'
35.24'
VINA DEL MAR AVENUE /
T21
S45'21'11"W
35.23'
35.24 -N89'46'18'W 290.95' 689'469 W 236.21
T22
N79'30'23"E
35.24'
35.23'
T23
585'55'27"W
35.19'
35.17'
T24
528'38'28"E
71.75'
71.73'
SNF
T25
526'11'36"W
80.12'
80.14'
SEE SHEET NO. 2 FOR VINA DEL MAR ESTABLISHED PER CITY C/L TIES, TR. NO. 6013, NO. 100273.
T26
573'50'07"W
72.45'
72.44'
AVENUE CENTERLINE ESTABLISHMENT. DEJ L3 ACCEPTED AS THE C/L INTERSECTION T27
565'44'13"E
50.08'
50.08'
TS VINA DEL MAR AVE. & VINA DEL MAR CIRCLE.
T28
N66'32'02"E
50.06'
50.06'
SET SPIKE & WASHER, FLUSH,
T29
024'06'02"E
50.35'
50.35'
STAMPED RCE 16916
T30
N23'32'07"W
50.02'
50.11'
T31
524'20'57"W
49.65'
49.70' PER CR 2013-0645
T32
S66'08'06"W
49.84'
49.88' PER CR 2013-0645
T33
N65'51'36"W
49.61'
49.67' PER CR 2013-0645
T34
N23'47'32"W
49.59'
49.63' PER CR 2013-0645
T35
513'20'28"E
86.32'
86.36'
PER CITY C/L TIES,
TR. NO. 6013, NO. 100272.
T36
513'46'36W
86.58'
86.55'
86.55 PER CR 2013-0646
T37
547'10'05"E
27.83'
27.81'
27.81' PER CR 2013-0646
T38
S46'40'56W
27.84'
27.87'
27.87' PER CR 2013-0646
TO:
VIA:
FROM:
DATE:
SUBJECT:
Placentia City Council
AGENDA REPORT
CITY COUNCIL
CITY ADMINISTRATOR
DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE MARCH 19, 2024
AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT WITH
FOUNTAINHEAD CONSULTING CORPORATION, FOR ON -CALL
CONSTRUCTION MANAGEMENT AND INSPECTION SERVICES FOR THE FY 2022-2023 STREET REHABILITATION PROJECT, CITY PROJECT NO. 1301 FISCAL
IMPACT: EXPENSE: $ 27,700 AMENDMENT NO. 1 TO THE PROFESSIONAL
SERVICES AGREEMENT
FUNDING
SOURCE: $ 27,700 FY 2023-24 CIP BUDGET (799800-6740 J/L 791301-6740) SUMMARY:
On February 4, 2021, Staff solicited proposals from qualified firms to create a bench list of professional consultants to provide on -call construction management and inspection services for the City's Capital Improvement Program (CIP). The top four (4) ranked firms which possessed the experience and expertise to deliver these services on a wide variety of construction projects were identified to form the bench list from which the City assigned projects to provide construction management and inspection services for. The City Council approved a contract to each of the top four ranked consultant firms to serve on an on -call basis and with a contract not -to -exceed amount of $250,000, the cost of which would be charged to individual project budgets. The purpose of having multiple firms on the bench list was to ensure efficient delivery of multiple capital improvement projects many of which may run concurrently. The use of on -call services is one of the best practices that municipalities employ in the delivery of CIP projects.
The City currently maintains an on -call professional services agreement with Fountainhead Corporation, for a not -to -exceed amount of $250,000. Fountainhead has provided construction management and inspection services on two (2) capital projects however delays in completing those projects increased the number of hours needed from Fountainhead to continue providing these services through completion of the project. Since the contract is based on time and materials if project schedules are extended additional working hours are typically required from construction management and inspection teams to ensure contractors fully comply with the project plans and specifications. Staff is recommending that the City Council approve the proposed Amendment No. 1 increasing the not -to -exceed contract amount by $27,700 to provide necessary inspection hours for the FY 2022-2023 Street Rehabilitation Project which is still under construction. Once
1.g.
March 19, 2024
City Council Agenda
March 19, 2024
this project is completed this scope will conclude the services provided by Fountainhead to the City and the agreement will be allowed to expire. Sufficient funds have been budgeted within the Fiscal Year (FY) 2023-24 Capital Improvement Program Budget to continue paying for these services.
RECOMMENDATION:
It is recommended that City Council take the following actions:
1. Approve Amendment No. 1 to Professional Services Agreement with Fountainhead Consulting Corporation for an additional $27,700 to continue providing inspection services for the FY 2022-2023 Street Rehabilitation Project for a cumulative contract not -to -exceed amount of $277,700; and
2. Authorize the City Administrator to approve contract amendments up to 10% of the cumulative contract amount, or $27,770; and
3. Authorize the City Administrator and/or his designee to execute all necessary documents, in a form approved by the City Attorney.
STRATEGIC PLAN STATEMENT:
There is no specific Strategic Plan Goal or Objective associated with this Council action.
DISCUSSION:
The City plans and budgets for capital projects on an annual basis within its CIP Budget. The budget allocates funds for not only the construction of each project but also for soft costs such as professional engineering design services and construction management (CM) and inspection services.
Construction Inspection services are an important component to the capital project delivery process. During the construction phase, the on -call inspector will oversee the contractor's day-to- day operations and provide daily construction inspection services to ensure the project is built according to the approved plans and provides quality control over the contractor's work.
On May 18, 2021, the City Council approved an on -call professional services agreement with Fountainhead Corporation (formerly PPM Group), along with several other firms to create a bench list to provide on -call professional services. Fountainhead Corporation was selected from this list to provide construction management and inspection services for two different CIP projects, the Parque Del Arroyo Verde Renovation Project and the FY 2022-23 Street Rehabilitation Project based upon their qualifications and experience on similar projects.
Their proposal for construction management and inspection services for the Parque Del Arroyo Verde Renovation Project was approved as part of the construction contract award on May 2, 2023, in the amount of $152,940. An additional proposal was requested for an increase in
City Council Agenda
March 19, 2024
inspection hours since their original proposal did not account for inspection for the entire contract's duration. That utilized an additional $31,900 from the contingency available, bringing the total amount to $184,840. Based upon their maximum contract amount, that only left a remaining balance of $65,160 for services needed for the street resurfacing project noted above.
Subsequently, Fountainhead's proposal for inspection services for the FY 2022-23 Street Rehabilitation Project which is currently under construction was approved by the City Council on November 5, 2023, in the amount of $92,860. However, this left a contract shortfall of $27,700 needed to continue providing inspection services on this project. Therefore, Staff is proposing Amendment No. 1 to the agreement, which will provide the additional contractual spending authority needed for Fountainhead Corporation to continue providing inspection services through completion of the FY 2022-23 Street Rehabilitation Project.
FISCAL IMPACT:
The recommended actions will approve Amendment No. 1 to the Professional Services Agreement with Fountain head, thereby increasing the contract amount by $27,700. The costs for these services have been budgeted within the FY 2023-24 Capital Improvement Program. As such, sufficient funds exist for the recommended actions.
Prepared by:
/
Reviewed and approved:
Chris Tanio, P.E. J/nnif iampman
Deputy Director of Public Works/City Engineer Directdr of Finance Reviewed and approved: Reviewed and approved:
Luis Estevez
Deputy City Administrator
l
Damien R-Arru a
City Administrator
Attachment:
Amendment No. 1 to Professional Services Agreement with Fountainhead Consulting Corporation
AMENDMENT NO. 1 TO
PROFESSIONAL SERVICES AGREEMENT
PROVISION OF ARCHITECTURAL AND ENGINEERING SERVICES
WITH FOUNTAINHEAD CONSULTING CORPORTATION
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into effective the 19th day of March 2024, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and FOUNTAINHEAD CONSULTING CORPORATION, a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties."
A. Recitals.
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective May 18, 2021 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A."
(ii). The Parties now seek to amend the Agreement to increase the not -to -exceed contract amount from $250,000 to a total not -to -exceed amount of $277,700 for engineering services for the FY 2022-2023 Street Rehabilitation Project.
(iii). All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Section 2.0, Paragraph one of the Agreement is hereby amended to read as follows:
2.1 Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Two Hundred Seventy - Seven Thousand Seven Hundred Dollars ($277,700).
2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
3. The Agreement, all amendments together with this Amendment No. 1 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 1 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 1 and that such execution is binding upon the entity for which he or she is executing this document.
IN WITNESS WHEREOF, the Parties have caused Amendment No. 1 to the Professional Services Agreement are to be executed as of the day and year first above written.
CONSULTANT CITY OF PLACENTIA
By: By:
Ivan S. Benavidez, Jr
Director
Damien Arrula
City Administrator
ATTEST:
Robert S. McKinnell,
City Clerk
APPROVED AS TO FORM:
By:
Christian L. Bettenhausen
City Attorney
TO:
VIA:
FROM:
DATE:
SUBJECT:
Placentia City Council
AGENDA REPORT
CITY COUNCIL
CITY ADMINISTRATOR
DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE MARCH 19, 2024
AMENDMENT NO. 1 TO PROFESSIONAL SERVICES AGREEMENT WITH EPIC LAND SOLUTIONS, INC., FOR EASEMENT APPRAISAL AND ACQUISITION
SERVICES FOR THE GOLDEN AVENUE BRIDGE REPLACEMENT PROJECT FISCAL
IMPACT: EXPENSE: $ 30,895.00 AMENDMENT NO. 1 TO PROFESSIONAL
SERVICES AGREEMENT
AVAILABLE
BUDGET: S 2,446,099.16 TOTAL AVAILABLE PROJECT BUDGET
$ 2,200,000.00 FEDERAL EARMARK
(331801-6740 J/L 331801-6740)
$ 246,099.16 GENERAL FUND DEVELOPER FEE
(331801-6740 J/L 331801-6740)
SUMMARY:
Golden Avenue Bridge was constructed in 1934 and was rated as "functionally obsolete" by the California Department of Transportation (Caltrans) in 2005. Since 2015, the City has worked with an engineering design team to complete the final design package for a new bridge which was ultimately completed in December of 2019. At the same time, it was discovered that temporary construction and permanent easements for portions of the bridge footings were needed from private property owners on some of the adjacent properties. Staff reached out to all the affected property owners and in good faith negotiated and acquired all easements necessary for the construction of the new bridge. Subsequently, the City was awarded a Federal Earmark totaling $2.2 million towards the cost of the project. These funds are being routed through the Federal Highway Administration (FHWA). Unfortunately, such Federal funding triggers requirements that must be met to be able to properly utilize these funds. The City was notified by Caltrans that the methods for acquiring these easements did not follow FHWA regulations. Even though local funds were used to acquire the easements, Federal grant funds were used to design the project and if one single Federal dollar is used in any phase of a project then the entire project is subject to Federal regulations.
On May 17th, 2023, the City signed an agreement with Epic Land Solutions (ELS) to assist with the corrective actions, following all Federal and State guidelines. ELS is a Caltrans-certified real property agent well -versed in FHWA requirements who is now assisting the City with all the necessary tasks related to the easement acquisition, including preparation of quitclaim deeds, appraisals and negotiations for new easements and acquisition services. All work is now being
1.h.
March 19, 2024
City Council Agenda
March 19, 2024
coordinated through Caltrans and in compliance with FHWA regulations. ELS has since prepared quitclaim deeds for reverting the easements to the property owners and has begun the appraisal process for two of the properties under the assumption that the City had ownership rights through the Subdivision Map Act on the remaining three properties. After meeting with Caltrans' management, they informed the City that four out of five properties need to be negotiated and handled by outside 3rd party consultants. Amendment No. 1 in the additional amount of $30,895 will provide additional funding to ELS to prepare two additional appraisals to meet Caltrans' ROW certification in accordance with the FHWA regulations. ELS's scope of work includes independent valuation, preparation of offer letters, preparation of appraisal reports, administration of settlements, and management and negotiation with the property owners.
RECOMMENDATION:
It is recommended that the City Council take the following actions:
1. Approve Amendment No. 1 to the Professional Services Agreement with Epic Land Solutions, Inc. to increase the contract not -to -exceed amount by an additional $30,895; and
2. Authorize the City Administrator to approve contract amendments up to 10% of the cumulative contract amount, or $7,064.34; and
3. Authorize the City Administrator and/or his designee to execute all the necessary documents, in a form approved by the City Attorney.
DISCUSSION:
The Golden Avenue Bridge over Carbon Canyon Channel was originally built in 1934. The bridge was inspected by Caltrans in 2005 and rated as "functionally obsolete" at that time. There are currently no sidewalks or bicycle lanes on the bridge resulting in pedestrians, bicyclists, and motorists sharing the road at the same time. The Bridge crosses over the channel, which is a blue line stream and a regional flood control facility. Three (3) separate regulatory agencies have jurisdiction over the channel: Army Corps of Engineers; Department of Fish and Wildlife; and Regional Water Quality Control Board. Regulatory permits from all three (3) agencies are required and were obtained for this project. In addition, the channel is a regional flood control facility managed by the Orange County Flood Control District.
The design plans for a bridge replacement project were finalized back in December of 2019, however, during the final design phase, it was determined that several easements were needed to accommodate the bridge construction. The City negotiated in good faith with the affected property owners and subsequently, entered into agreements with each one to purchase the necessary easements. This action was taken under the assumption that these purchases did not have to follow the Federal grant funding requirements, due to the City utilizing local funding to purchase them. Subsequently, easement agreements and deeds were approved and accepted by the City Council on June 2, 2020, after which, they were executed and recorded.
City Council Agenda
March 19, 2024
Subsequent to the acquisition of the easements the City was awarded a Federal earmark totaling $2.2 million. The funds are being routed through the Federal Highway Administration (FHWA) which requires all aspects of the project to follow FHWA guidelines. While the City was going through the final permitting procedures for releasing the construction funding, Caltrans notified the City that the easement procurements did not follow FHWA requirements. Even though the City utilized local funds to acquire the easements it used Federal grant funds for the engineering design. Therefore, unbeknownst to Staff at the time, if a project utilizes a single dollar of Federal funding on any aspect of a project, then the entire project is subject to FHWA guidelines, even if future phases of the project are funded with local funds. The City later received a letter from Caltrans listing a number of corrective actions to implement in order to comply with FHWA requirements. These actions include hiring a Caltrans-qualified consultant to perform right of way and property acquisition services, quitclaiming all previously acquired deeds and to restart the easement acquisition process from the beginning following FHWA requirements.
On May 17th, 2023, the City signed an agreement with Epic Land Solutions (ELS) to assist with the corrective actions under the City Administrator's administrative approval limit, following all Federal and State guidelines. ELS is a Caltrans-certified real property agent well -versed in FHWA requirements who is now assisting the City with all the necessary tasks related to the easement acquisition, including preparation of quitclaim deeds, appraisals and negotiations for new easements and acquisition services. All work is now being coordinated through Caltrans and in compliance with FHWA regulations.
ELS has since prepared quitclaim deeds for reverting the easements to the property owners and has begun the appraisal process for two of the properties under the assumption that the City had ownership rights through the Subdivision Map Act on the remaining three properties. After meeting with Caltrans' management, they informed the City that four out of five properties need to be negotiated and handled by outside 3rd party consultants. Amendment No.1 in the additional amount of $30,895 will provide additional funding to ELS to prepare two additional appraisals to meet Caltrans' ROW certification in accordance with the FHWA regulations. ELS's scope of work includes independent valuation, preparation of offer letters, preparation of appraisal reports, administration of settlements, and management and negotiation with the property owners.
FISCAL IMPACT:
The recommended actions will approve Amendment No. 1 to the Professional Services Agreement with Epic Land Solutions, Inc. increasing the contract amount by $30,895. A total of $2,446,099.16 is available in the project budget including the Federal Earmark of $2.2 million received for the project. As such, sufficient funds exist for the recommended actions.
Prepared by:
Reviewed and approved:
y
Chris Tanio, P.E. J,ennife�rCamp nian F
Deputy Director of Public Works/City Engineer ,Directof�of Finance
City Council Agenda
March 19, 2024
Reviewed land approved:
Luis Estevez
Deputy City Administrator
Attachment:
Reviewed and approved:
Damien R. Arrula
City Administrator
Amendment No. 1 to PSA with Epic Land Solutions, Inc.
AMENDMENT NO. 1 TO
PROFESSIONAL SERVICES AGREEMENT
PROVISION OF EASEMENT APPRAISAL AND ACQUISITION SERVICES WITH EPIC LAND SOLUTIONS INC.
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into effective the 19 day of March, 2024, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and Epic Land Solutions, Inc., a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i) CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective May 17th, 2023 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A".
(ii) The Parties now seek to amend the Agreement to 1.
(iii) All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Section 2.0, Paragraph 2.1 of the Agreement is hereby amended to read as follows:
[2.1 Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Seventy Thousand Six Hundred Forty -Three Dollars ($ 70,643.49).
2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
3. The Agreement, all amendments together with this Amendment No. 1 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 1 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 1 and that such execution is binding upon the entity for which he or she is executing this document.
IN WITNESS WHEREOF, the Parties have caused Amendment No. 1 to the Consulting Services Agreement are to be executed as of the day and year first above written.
CONSULTANT CITY OF PLACENTIA
By: By:
Kari Anvick Damien R. Arrula
Senior Regional Manager City Administrator
ATTEST:
By:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
By:
Christian L. Bettenhausen, City Attorney
TO:
VIA:
FROM:
DATE:
Placentia City Council
CITY COUNCIL
CITY ADMINISTRATOR
DIRECTOR OF DEVELOPMENT SERVICES
MARCH 19, 2024
AGENDA REPORT
SUBJECT: 2023 HOUSING ELEMENT ANNUAL PROGRESS REPORT
FISCAL
IMPACT: NONE
SUMMARY:
State law requires cities to prepare and submit an Annual Progress Report ("APR") on the status and progress of implementing the goals identified within the City's certified Housing Element.
Government Code Section 65700 exempts charter cities from preparing an APR on the status of the Housing Element. However, all cities including charter cities must submit an Annual Progress Report to be eligible for certain funding programs. This report is to be submitted to the City Council, the Governor's Office of Planning and Research ("OPR"), and the California Department of Housing and Community Development ("HCD") prior to April 1 of each year. This action receives and files the 2023 Housing Element Annual Progress Report which subsequently will be sent to the State.
RECOMMENDATION:
It is recommended that the City Council take the following action:
Receive and file the 2023 Housing Element Annual Progress Report.
STRATEGIC PLAN STATEMENT:
This item is consistent with the City Council approved 5 -Year Strategic Goal to achieve the following:
Implementation of Housing Element Strategies, Objective Number 3.10. This agenda item will ensure opportunities for the development of more housing in the city, including a mix of housing at various price points. Also, this item will serve to enhance affordable housing production efforts in general as the adopted Housing Element encourages housing production, including an emphasis on the production of affordable housing in the community.
March 19, 2024
City Council Agenda
March 19, 2024
BACKGROUND:
Government Code Section 65400 requires that the City provide the governing body, in this case the City Council, an APR on the status and progress in implementing the Housing Element using forms and definitions adopted by the California Department of Housing and Community Development. Government Code Section 65700 exempts charter cities from preparing an annual report on the status of the Housing Element. However, all cities including charter cities must submit an annual report to be eligible for certain funding programs. As stated by HCD, the APR is an important tool to facilitate implementation of a community's Housing Element and to track and monitor progress in addressing housing needs and goals.
The APR includes information on a city's progress in fulfilling the Regional Housing Needs Allocation ("RHNA"), including the number of housing units permitted (that is, how many building permits were pulled by developers) by defined income level, as well as the status of programs in the housing element and efforts to remove governmental constraints. The aforementioned reporting is based on the RHNA, programs and policies in the 6th Cycle Housing Element adopted by City Council on February 6, 2024. The APR is to be provided to the OPR and to HCD no later than April 1 of every year. Once reviewed, received, and filed by the City Council, Staff will submit the APRs to the OPR and the HCD.
DISCUSSION:
The APR is primarily a spreadsheet of required information regarding annual building activity broken down into pre -defined income levels (for example, Very Low, Low, and Moderate). These income levels correspond to the Regional Housing Need Allocation (RHNA) as assigned by the Southern California Association of Governments (SCAG), as empowered by HCD. The RHNA process is the part of Housing Element Law used to determine how many new homes, and the affordability of those homes, each local government must plan for in its Housing Element. As detailed in the City's amendment to the Housing Element for the 2021-2029 Planning Period, which was adopted by the City Council on February 5, 2024, the City's Regional Housing Needs Assessment (RHNA) is 4,398 units. Those 4,398 units, which must be "planned for" in the Housing Element planning period spanning 2021 to 2029, are broken down into the following income categories:
Income Level
. . , _ .. , .
Regional Housing Needs
Assessn - ! , .f. 1-202'
Extremely Low
622
Very Low
621
Low
680
Moderate
782
Above Moderate
1,693
Totals
4,398
During the Housing Element planning period of 2006-2014, Placentia was assigned a total RHNA allocation of 98 total units. Regarding the 2013-2021 Planning Period and corresponding Housing Element which was adopted by City Council on January 7, 2014, the City's assigned RHNA was
City Council Agenda
March 19, 2024
492 total units. As demonstrated, during the last three Planning Period cycles, the RHNA has drastically increased from 98 units for the 2006-2014 Planning Period, to 492 units for the 2013- 2021 Planning Period, to 4,398 units for the 2021-2029 Planning Period (6th Cycle). Below is a snapshot of the progress Placentia has made related to facilitating housing production for calendar year 2023, as it relates to the 2021-2029 Planning Period (6th Cycle):
Income Level
RHNA
Allocation
by
Income
Level
Projection
Period
06/30/2021-
10/14/2021
2021
2022
2023
Total
Units to
Date
(all years)
Total Remaining
RHNA by Income
Level
Very Low
Deed Restricted
1,243
-
-
-
-
1,243
Non -Deed Restricted
-
-
-
-
Low
Deed Restricted
680
-
-
64 -
66 614
Non -Deed Restricted
2 -
-
-
Moderate
Deed Restricted
782
-
-
14 14
28 754
Non -Deed Restricted
-
-
-
-
Above
Moderate
1,693
-
34 73
79 186
1,507
Total RHNA
4,398
Total Units
2 34 151 93
280 4,118
Under state law, a density of 30 units/acre is considered necessary to facilitate affordable housing which is not subsidized. In 2022, City Council amended the General Plan Land Use Element and the City's Zoning Code to increase the allowable density in the R-3 Zone from 25 units/acre to 30 units/acre. This requirement was further satisfied with the Old Town Placentia Revitalization Plan and Zone adopted in 2017 near the proposed Metrolink station. Properties on Baker Street are within a "by -right" High Density residential sub -area of the Old Town Zone which allows housing at a base density of 65 units/acre. On February 6, 2024, subsequent to receiving a Planning Commission recommendation, City Council adopted a General Plan Amendment and Zone Change to expand the TOD land use designation and TOD zone by approximately 14.5 acres. The TOD zoning district allows up to 95 units/acre and the original 28 -acre TOD Zone was created by City Council on April 4, 2017. Densities in all of the aforementioned areas are considered conducive to affordable housing by HCD.
Regarding affordable housing production during the last several years, the City worked with the County of Orange, and in partnership with Mercy Housing California in 2018, to construct of a 49 -unit affordable (extremely low income) housing development for homeless and/or disabled Veterans (with an additional manager's unit). partially located on a property owned by Orange County Flood Control, leased to Mercy Housing and located within the City. Other affordable housing developments under construction include the Santa Angelina development at Church of the Blessed Sacrament (64 units). Another entitled development is USA Properties, which has been approved to construct 187 affordable workforce income restricted units, along with two manager units at 207-209 W. Crowther Avenue.
In addition, the City conducted a Request for Proposals (RFP) seeking an affordable housing developer to build on the City (or Agency) owned lots on Baker Street which is a housing "by - right" sub -area of the Old Town Zone. Subsequent to selecting Mercy Housing California as the
City Council Agenda
March 19, 2024
preferred developer, City Council approved a Disposition and Development Agreement on March 5, 2024 with Mercy Housing California. This agreement transferred title of properties located at 300, 307, 312, 314, and 323 Baker Street to Mercy Housing California to facilitate the development of a 68 -unit affordable workforce housing development with onsite resident and management services.
In addition to the aforementioned affordable residential developments, the City entitled several developments since 2018. Of note, The Herald (215 units) was finished in 2021. JPI (Cenza) is finishing a 418 -unit residential apartment development. Toffoli Investments is constructing 151 for -sale residential townhomes on S. Van Buren St. Toffoli Investments also entitled a 39 -unit residential townhomes on Veterans Way. Several other developments (including a 100 - unit subdivision) are currently in the building plan check phase. In conclusion, the City of Placentia has been entitling and facilitating the construction of affordable and market rate housing units at a remarkably high pace since at least 2016.
Prepared by:
Joanne -Ortega
Deputy Director of Administrative Services
Reviewed and approved by:
Damien R. Arrula
City Administrator
Reviewed and approved:
J seph MI Lambert
Director of Development Services
Attachments:
1. 2023 Housing Element Annual Progress Report
2. Tab A2 of Attachment 1, Printer Friendly Format
Please Start Here
General Information
Jurisidiction Name
Placentia
Reporting Calendar Year
2023
Contact Information
First Name
Joseph
Last Name
Lambert
Title
Director of Development Services
Email
[email protected]
Phone
7149938234
Mailing Address
Street Address
401 E. Chapman Ave.
City
Placentia
Zipcode
92870
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.
Click here to download APR Instructions
Click here to add rows to a table. If you add too many rows, you may select a cell in the row you wish to remove and type ctrl + d.
v_2_15_24
Annual Progress Report
January 2020
Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the me directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information. The other file will be list of the problematic cells, along with a description of the nature of the error.
Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing. Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.
Optional: This macro identifies dates entered that occurred outside of the reporting year. RHNA credit is only given for building permits issued during the reporting year.
Link to the online system: https://apr.hcd.ca.gov/APR/login.do Toggles formatting that turns cells green/yellow/red based on data validation rules.
Submittal Instructions
Please save your file as Jurisdictionname2023 (no spaces). Example: the city of San Luis Obispo would save their file as SanLuisObispo2023 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:
1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD's database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].
2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at oer.aer(a2opr.ca.ciov. Please send the Excel workbook, not a scanned or PDF copy of the tables.
Jurisdiction
Placentia
Reporting Year
Housing Element Planning Period
2023
6th Cycle
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Building Permits Issued by Affordability Summary
Income Level
Current Year
Very Low
Deed Restricted
0 Non -Deed
Restricted
0 Low
Deed Restricted
0 Non -Deed
Restricted
0 Moderate
Deed Restricted
14 Non -Deed
Restricted
0 Above Moderate
79 Total Units
93 Note: Units serving extremely low-income households are included in the very low-income permitted units totals (Units by Structure Type Entitled Permitted Completed
Single-family Attached
0 0
0 Single-family Detached
8 0
6 2 to 4 units per structure
3 0
4 5+ units per structure
139
79 75
Accessory Dwelling Unit
18 14
16 Mobile/Manufactured Home
0 0
0 Total
168 93 101
Infill Housing Developments and Infill Units Permitted
Indicated as Infill
Not Indicated as Infill
# of Projects 'Units
17 93
0 0
Housing Applications Summary 7
Total Housing Applications Submitted:
32 Number of Proposed Units in All Applications Received:
106
Total Housing Units Approved:
34 Total Housing Units Disapproved:
1 Use of SB 35 Streamlining Provisions - Applications
Number of SB 35 Streamlining Applications
Number of SB 35 Streamlining Applications Approved
0 0
Units Constructed - SB 35 Streamlining Permits
Income
Rental
Ownership
Total
Very Low
0 0
0 Low
0 0
0 Moderate
0 0
0 Above Moderate
0 0
0 Total
0 0 0
Streamlining Provisions Used - Permitted Units
# of Projects
Units
SB 9 (2021) - Duplex in SF Zone
0 0
SB 9 (2021) - Residential Lot Split
0 0
AB 2011 (2022)
0 0
SB 6 (2022)
0 0
SB 35 (2017)
0 0
Ministerial and Discretionary Applications
# of Applications
Units
Ministerial
28 95
Discretionary
4 11
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 1 Number of Units in Applications Submitted Requesting a Density Bonus 68 Number of Projects Permitted with a Density Bonus
0 Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count
Programs Implemented
Sites Rezoned to Accommodate the RHNA
36 0
Jurisdiction Placentia
Reporting Year 2023 (Jan. 1 - Dec. 31)
Planning Period
6th Cycle 19115,2021-10,1512029
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: "+" indicates an optional field
Cells in grey contain auto -calculation formulas
Table A
Housing Development Applications Submitted
Project Identifier
Unit Types
Date
Application
Submitted
Proposed Units - Affordability by Household Incomes
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining
Density Bonus Law
Applications
Application
Status
Project Type
Notes
1 2
3 4
5 6
7 8
9 10
11 12
13 Prior APN'
Current APN
Street Address
Project Name'
Local Jurisdiction
Tracking ID
ill
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(se a
instructions)
Very Low-
Income
Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low-
Income
Deed
Restricted
Low -Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income
Non Deed
Restricted
Above
Moderate-
Income
Total PROPOSED
Total
APPROVED
Total
DISAPPROVED
Please select
streamlining
provision/s the
application was
submitted
pursuant to.
Did the housing
development
application seek
incentives or
concessions
pursuant to
Government Code
section 65915?
Were incentives
o concessions
r regestetl
pursuant to
Government
Code section
65915
approved?
Please indicate
the status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Notes'
Units by Project
Units by project
Units by Project
Summary Row: Start Data Entry Below
o 0
0 0
68 27
0 11
106
34 7
336-451-23
336-451-23
931 Cobb Ave
Cobb Avenue ADU
ADU 2023-01
ADU
O
1/10/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-504-03
336-504-03
4861 Hamer Dr
Hamer Drive ADU
ADU 2023-02
ADU
O
3/13/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-355-24
336-355-24
736 Cooper Dr
Cooper Drive ADU
ADU 2023-03
ADU
O
3/13/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
339-022-08
339-022-08
407 N. Bradford
Ave
Bradford Avenue
ADU
ADU 2023-04
ADU
O
3/21/2023
1 1
0 0
NONE
No
No
Withdrawn
Ministerial
336-404-03 and
336-404-14
336-404-03 and
336-404-14
832 Bastanchury
Rd
Bastanchury Road
ADU
ADU 2023-05
ADU
O
4/8/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-581-55
336-581-55
2438 Chippewa
Ave
Chippewa Avenue
ADU
ADU 2023-06
ADU
O
5/16/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
340-145-21
340-145-21
662 Heather
Ave
Heather Avenue
ADU
ADU 2023-07
ADU
O
5/30/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
344-163-21
344-163-21
973 S Melrose
St
Melrose Avenue
ADU
ADU 2023-08
ADU
O
5/31/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
339-294-08
339-294-08
134 Rubv Dr
Rubv Drive ADU
ADU 2023-09
ADU
O
6/6/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
340-252-22
340-252-22
5142 Hamer Ln
Hamer Lane ADU
ADU 2023-10
ADU
O
6/26/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
344-162-29
344-162-29
230 Rio Grande
Ave
Rio Grande Avenue
ADU
ADU 2023-11
ADU
O
6/26/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
340-132-15
340-132-15
1260 Venice
Ave
Venice Avenue ADU
ADU 2023-12
ADU
O
6/29/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-291-31
336-291-31
938 Brooklyn
Ave
Brooklyn Avenue
ADU
ADU 2023-13
ADU
O
6/29/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-355-08
336-355-08
731 Longfellow
Dr
Longfellow Drive
ADU
ADU 2023-14
ADU
O
7/11/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-174-11
336-174-11
2102 Carleton
Cir
Carleton Circle ADU
ADU 2023-15
ADU
O
7/18/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
339-282-17
339-282-17
913 N Bradford
Ave
HIS House
ADU 2023-16
ADU
O
7/25/2023
1 1
1 0
NONE
No
No
Pending
Ministerial
336-452-17
336-452-17
919 Gehrig Ave
Gehrig Avenue ADU
ADU 2023-17
ADU
O
8/2/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
341-042-33
341-042-33
1409 Mesa
Verde
Mesa Verde Circle
ADU
ADU 2023-18
ADU
O
8/7/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
344-162-29
344-162-29
913 Tafolla St
Tafolla Street ADU
ADU 2023-19
ADU
O
8/8/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
346-014-04
346-014-04
617 Maria Ave
Maria Avenue ADU
ADU 2023-20
ADU
O
9/12/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
339-352-06
339-352-06
402 Olive St
Olive Street ADU
ADU 2023-21
ADU
O
10/23/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
336-382-09
336-382-09
131 Jamaica Cir
Jamaica Circle ADU
ADU 2023-22
ADU
O
10/19/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
344-143-09
344-143-09
940 Cypress
Ave
Cypress Avenue
ADU
ADU 2023-23
ADU
O
10/24/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
344-123-02
344-123-02
639 Missouri
Ave
Missouri Avenue
ADU
ADU 2023-24
ADU
O
10/30/2023
1 1
1 0
NONE
No
No
Approved
Ministerial
340-145-45
340-145-45
620 Highlander
Ave
Highlander Avenue
ADU
ADU 2023-25
ADU
O
10/30/2023
1 1
1 0
NONE
No
No
Pending
Ministerial
336-162-13
336-162-13
213 Koch Ave
Koch Avenue ADU
ADU 2023-26
ADU
O
12/13/2023
1 1
1 NONE
No
No
Approved
Ministerial
344-031-04
344-031-04
910 W. La Jolla
St
DPR 2023-01
5+
R
10/19/2023
5 5
5 0
NONE
No
No
Approved
Discretionary
346-172-01
346-172-01
604 Van Buren
St
Lee Residence
SPR 2023-01
SFD
O
4/17/2023
1 1
1 0
NONE
No
No
Pending
Discretionary
339-391-14, 339
391-15, 339-392
14,339-392-15
339-391-14, 339
391-15, 339-392
14,339-392-15
300,307,312,314
Baker St
Mercy Housing
SPR 2023-03,
DDA 2023-01
5+
R
11/16/2023
68 68
0 NONE
Yes
Yes
Pending
Ministerial
Proposed 100% affordable
341-501-01--341
501-65
341-501-01--341.
501-65
Alta Vista St. &
Rose Dr.
Vista Rose (Toll
Bros)
DPR2022-04,
TTM 19250,
SPA 2022-01,
MND 2201
5+
O
10/18/2022
100
100
100
0 NONE
No
N/A
Approved
Discretionary
344-131-11
344-131-11
803 W. La Jolla
St.
Wang Triplex
TPM 2020-124,
UP 2023-10,
SPR 2023-02
2 to 4
O
10/3/2023
3 3
3 0
NONE
No
N/A
Approved
Discretionary
339-112-27
339-112-27
777
Orangethorpe
Ave.
Gilad
GPA2022-01,
SPA 2021-01,
DPR 2021-02,
ND 2021-01
5+
R
6/24/2021
248
248
NONE
No
N/A
Pending
Discretionary
339-041-49
339-041-49
200 Orange
Grove
SB9 Lot Split
TPM 2023-143
ADU
O
11/16/2023
1 1
0 1
SB 9 (2021) -
Residential Lot
Split
No
N/A
Disapproved
Ministerial
Application did not oualifv
341-022-10
341-022-10
341-022-10
Vine Del Mar
TPM 2023-113
SFD
O
6/13/2023
2 2
NONE
No
N/A
Approved
Discretionary
■
■
A _
■
•
■
Jurisdiction
Placentia
Reporting Year
2023
(Jan. 1 - Dec. 31)
Planning Period
6th Cycle
10/15/2021 - 10/15/2029
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
This table is auto -populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
Please contact HCD if your data is different than the material supplied here Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
1 2
3 4
Income Level
RHNA Allocation by
Income Level
Projection Period -
06/30/2021-
10/14/2021
2021
2022
2023
2024
2025
2026
2028
2029
Total Units to
Date (all years)
Total Remaining
RHNA by Income
Level
Very Low
Deed Restricted
1,243
-
-
-
-
-
-
-
-
-
-
1,243
Non -Deed Restricted
-
-
-
-
-
-
-
-
-
-
Low
Deed Restricted
680
64 66
614
Non -Deed Restricted
2 -
-
-
-
-
-
-
-
-
Moderate
Deed Restricted
782
-
-
14 14
-
-
-
-
-
-
28 754
Non -Deed Restricted
-
-
-
-
-
-
-
-
-
-
Above Moderate
1,693
-
34 73
79 -
-
-
-
-
-
186
1,507
Total RHNA
4,398
Total Units
2 34 151 93 - - - - - 280 4,118
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1). 5 6 7
Extremely Income
Need
2021
2022
2023
2024
2025
2026
2027
2028
2029
Total [s to
Date Remaining
Extremely Low -Income Units*
622
-
-
-
-
-
-
-
-
622
*Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1).
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cyycle, Table B will only include units that were permitted since the start of the planning eriod. Proljection Period units are in a separate column. -pease Wore: I ne Arr rorm can only Display Dara ror one planning perloa. I o Vlew prd�ress ror a alrrerenr planning perloa, you r11ay login ro r -I u's online / l-1-( system, or contact HCD staff at [email protected].
VLI Deed Restricted
VLI Non Deed Restricted
LI Deed Restricted
LI Non Deed Restricted
MI Deed Restricted
MI Non Deed Restricted
Above Mod Income
Jurisdiction
Placentia
Reporting Year
2023
(Jan. I - Dec. 31)
Plannino Period
6th Cycle
10/15/2021 - 10/15/2029
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: 'a" Indicates an optional field
Cells in grey contain auto -calculation formulas
Table C
Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net -Loss Law
Project Identifier
Date of Rezone
RHNA Shortfall by Household Income Category
Rezone Type
Sites Description
1 2
3 4
5 6
T
8 9
10 11
APN
Local
Jurisdiction
Tracking ID'
Above Moderate-
Income
Rezone Type
Parc ISlxe
(Acres)
General Plan
Designation
Zoning
Minimum
Density Allowed
Maximum
Density Allowed
Realistic
Capacity
Vacant/Nonyacanl
Description of Existing
Uses
Street Address
Project Name
Date or Rezone
Very Low -Income
Low-income
Modemleaneome
Summary Row: Start Data Entry Below i
i —
JI.
i
i
i i —
i
i
—
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction Placentia
Reporting Year 2023 (Jan. 1 - Dec. 31)
Table D
Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 2
3 4
Name of Program
Objective
Timeframe in H.E
Status of Program Implementation
Program HE -1.1:
Manufactured Housing
and Mobile Homes
Preserve existing mobile home parks
and manufactured housing
Ongoing
ompleted. to reviewed the use o manu actured housing, and is encouraging manufactured housing use through contacting distributors for information and meeting with manufacturers and developers who specialize in this type of housing.
Program HE -1.2: Locate
Housing Near
Transportation,
Employment and
Service
Proximity to transportation employment
and services
Ongoing
Ongoing. This remains a high priority of the City as the construction of the Placentia Metrolink Station is scheduled to start late 2019. The City Council approved and adopted the Transit Oriented Development (TOD) Packing House District near the future Metrolink Station on April 18, 2017 which allows densities up to 95 du/acre. The TOD Zone xpansion Ordinance No. O-2024-01 was adopted on February 20, 2024, allowing up to 95 du/ac on an additonal 14.5 acres that previously did not allow housing. To date, 633 units have been entitled in the TOD District. On July 18, 2017, the Old Town Zoning District was adopted (Ordinance No. O-2017-05) by City Council and the Development Standards include a sub -area allowing high density housing by right without a public hearing, at a density up to 65 dwelling units per acre. Both the TOD and Old Town Zoning Districts are immediately adjacent to the Placentia Metrolink Station.
Program HE -1.3: Pursue
County, State, and Federal
Housing Funds
Increase use of county, state and federal
funds
Ongoing, and Monitor
funding opportunities on
an annual basis and apply
for funding as
opportunities arise
The City has applied for a Prohousing Designation and for PIP funding, both are specifically aimed to produce affordable housing. The City also regularly assists affordable housing developers in seeking funding for affordable housing.
Program HE -1.4:
Emergency Shelters, Low
Barrier Navigation
Centers,
Transitional and
Supportive Housing and
Agricultural Employee
Housing
Encourage the provision of emergency
shelters, low barrier navigation centers,
transitional and supportive housing and
agricultural employee housing
consistent
with State law
Previously completed and
ongoing
Previously completed and ongoing: On May 7, 2016, the City Council approved Ordinance No. O-2013-08 to amend Title 23 (Zoning Ordinance) of the Placentia Municipal Code Pertaining to Emergency Shelters, Supportive and Transitional Housing Facilities, Single -Room Occupancies and Provisions for Reasonable Accommodations for Persons with Disabilities, including Standards and Procedures.
However, to ensure compliance with recent changes to State law (AB 139), a Code amendment will be processed in 2024-2025 to revise emergency shelter parking standards. Separation requirements for emergency shelters will also be modified to be consistent with current law.
Program HE -1.5:
Infrastructure Provision
Reduce constraints associated with
infrastructure
Annual review, revisions
as appropriate
Previously completed and ongoing: Annual review, revisions were as appropriate.
Program HE -1.6:
Development Processing
System Review
Minimize development
review/processing time
October 2024 and Ongoing
Prepare SB 35 procedures by 2025 if not already in compliance. Continue to post zoning, development standard, and fees on the City website. Ongoing, Annual Review.
Program HE -1.7: Vacant
and Underutilized Land
Inventory
Inventory of vacant and underutilized
land
Annual
Ongoing. The City provides the inventory of vacant and underutilized land upon request and routinely discusses these parcels with developers. The City has budgeted consulting services with an private economic development firm to assist with identifying up-to-date inventory of vacant and underutilized land. The City is in the process of selling these vacant lands to qualified developers, and has successfully produced housing utilizing these measures Program HE -1.8: Adequate
Sites for Housing
Development
Rezone sufficient land with appropriate
densities to accommodate the RHNA
allocation
Completed February 2024
Completed. Ordinance No. O-2022-08, adopted by the City Council in December 2022, changed the allowable density in the R-3 Zone from 25 to 30 dwelling units per acre, which the Housing Element required. The other rezoning required by the Housing Element, the expansion of the TOD Zone, The TOD Zone expansion, Ordinance No. O-2024-01 was adopted on February 20, 2024, allowing up to 95 du/ac on an additonal 14.5 acres that previously did not allow housing.
Program HE -1.9:
Monitoring of Constructed
Units Based on Income-
Level
Tracking performance by income level.
Ongoing
Ongoing. Forms have been developed to gain the information at the time a building permit is issued.
Program HE -1.10:
Encourage Development
of Housing for Extremely-
Low Income Households
The construction of 616 ELI units
Previously completed and
ongoing
Annual consultation with affordable housing developers, or as development opportunities arise, however, this was also a completed effort with the issuance of permits for 49 very low-income units in 2018 (the Veteran's Village development) contributing to achieving this goal. The City is reviewing other incentive programs to implement. The City has increased its contacts with non - profit developers regarding affordable housing opportunities. The elimination of redevelopment set aside funds severely restricts this effort.
Program HE -1.11: Density
Bonus Ordinance
Update the Density Bonus Ordinance
consistent with State law
Completed and Ongoing
The City of Placentia provides for a density bonus, incentives and concessions to facilitate and encourage the development of lower -income housing units through its Density Bonus Ordinance. To ensure that City regulations are consistent with recent changes to State law, the City will process an amendment to the ordinance in mid -2023. The City will inform housing developers of the Density Bonus Ordinance through informational materials distributed at City Hall, on the City's website, and during pre -application meetings. The City of Placentia will continue to keep its Density Bonus regulations compliant with State law.
Program HE -1.12:
Development of Senior
Housing
Senior Housing Development
Completed/Ongoing
The City recognizes the unique character of the senior population. Seniors typically have specialized housing needs and fixed incomes that may require housing units not generally included in market rate housing. In 2020, the City Council approved entitlements for a 64 -unit affordable senior housing development at 1314 N. Angelina Drive.
The City shall continue to encourage the development of a wide range of housing choices for seniors through incentives (e.g., financial assistance, parking reductions, regulatory waivers). These may include independent living communities and assisted living facilities with on -site services and access to health care, nutrition, transportation and other appropriate services.
Program HE -1.13:
Development of Housing
for Larger Families
Housing units with 3+ bedrooms
Ongoing
The City recognizes that providing appropriately -sized housing units for large families is important to improving livability, reducing instances of overcrowding, and minimizing deferred maintenance issues. The City shall encourage incorporation of units with 3 or more bedrooms in for -sale and rental housing developments to accommodate the needs of larger families through activities such as technical assistance, expedited processing, and flexibility in development standards.
Program HE -1.14: Housing
for Persons with Special
Needs
Increased availability of housing units
for households with special needs
Annual/Ongoing
Housing to accommodate persons and families with special needs is a high priority for Placentia. In 2018, the City approved the Veteran's Village development with 49 very low-income units for veterans who are homeless or at risk of homelessness. The project also provides services such as vocational training, mental health counseling, and job placement, among other services.
On MArch 7, 2024, the City ministerially approved a 68 unit affordbale housing development with Mercy Housing, Califnia, which includes wrap -around social and technical services.
The City shall continue to work with non-profit housing developers, service providers, and the County of Orange to encourage and support the development of housing for special needs households - including persons with developmental disabilities - through activities such as technical assistance, assistance in seeking funding annually, expedited processing, and flexibility in development standards.
Program HE -1.15: Transit-
Oriented Development
Transit -Oriented Development
Completed
Transit -Oriented Development (TOD) is a compact mixed -use or commercial area designed to maximize access to public transport, and often incorporates features to encourage transit ridership. Consistent with federal, state and regional policies focusing on concentrated growth around transit, in 2017 the City Council adopted the TOD Packing House zoning district. The TOD Packing House district allows densities up to 95 du/acre near the future Metrolink Station.
Since then, 633 multi -family units have been entitled in the TOD District. Also in 2017, the Old Town Zoning District was adopted, which includes a sub -area allowing high -density housing by -right up to 65 units per acre.
The City continues to work with developers on TOD opportunities connected with the forthcoming Placentia Metrolink Station. Incentives include the utilization of City -owned property, as well as reduced parking requirements and densities up to 95 dwelling units per acre for the TOD Zone and up to 65 dwelling units per acre for the Old Town Zone. The City shall encourage Transit -Oriented Developments through incentives that may include financial assistance, density bonus, and regulatory waivers (see also Programs 1.2 and 1.8). To expand housing opportunities, an amendment to the TOD zone was processed. The TOD Zone expansion, Ordinance No. O.2024.01 was adopted on February 20, 2024, allowing up to 95 du/ac on an additonal 14.5 acres that previously did not allow housing.
Program HE -1.16: Single-
Room Occupancy (SROs)
Facilitate development of SROs
Ongoing
Single -room -occupancy developments (SROs) provide housing opportunities for lower -income individuals, persons with disabilities, and the elderly. State law requires that jurisdictions identify zoning districts available to encourage and facilitate a variety of housing types, including SROs. The Zoning Code allows SRO developments in the R-3 and C-2 districts. The City will continue to encourage development of SROs through a variety of methods, including but not limited to, financial assistance, density bonus, and regulatory concessions.
Program HE -1.17:
Residential Parking
Requirements
Revise existing multi -family parking
standards in the R-3 district
Ongoing, parking
regualtions pursuant to
State law are currently
adhered to as a policy and
process Zoning Code
amendment for full
compliance
The City's greatest potential for affordable housing development exists in the area near the Metrolink station. As part of the new TOD zone for this area, the City adopted parking standards based on the realistic demand and opportunities for shared parking in TOD and mixed -use developments, especially new housing units affordable to lower- and moderate -income households. The City will also initiate an amendment to the Code to revise reduce multi -family parking standards for small (i.e., studio or 1 -bedroom) units in the R-3 district to one covered space per unit (garage or carport) to reduce this potential constraint.
Program HE -1.18:
Encourage and Facilitate
Lot Consolidation
Encourage/facilitate lot consolidation
Ongoing, and process
Zoning Code amendment
for full compliance
The City will encourage and facilitate consolidation of vacant and underutilized lots to create larger building sites for residential development through a lot consolidation density incentive that allows a 5% density increase when parcels totaling at least 0.5 acre are consolidated, and a 10% density increase when parcels totaling at least 1.0 acre are consolidated. This incentive program will be publicized to developers and other interested parties through printed materials available at City Hall and electronically on the City's website.
Program HE -1.19:
Accessory Dwelling Units
Encourage ADU production
Completed and Ongoing
Ongoing. Accessory dwelling units (also known as ADUs, second units, or granny flats) can help to address a portion of the city's housing needs, particularly for small, lower -income households. City ADU regulations were updated in 2020 consistent with State law. The City will continue to monitor legislation and revise regulations as necessary to ensure conformance with current law.
The Orange County Council of Governments (OCCOG) is currently preparing an "ADU Toolkit" that will be available to all jurisdictions in the county. The City will utilize the ADU toolkit, which is expected to include standard plan examples, and other ADU resources to encourage ADU production. In addition, the City will explore and pursue ADU funding annually, modify development standards and reduce fees beyond the minimum requirements of State law, prepare pre - approved plans, and provide homeowner/applicant assistance tools.
Program HE -1.20: Annual
Review of Site
Requirements
Mitigate potential constraints caused by
development standard requirements
The City will amend height
requirements for
developments in zones
that allow multifamily
housing to at least 36 feet,
with no exceptions by
June 2025
Ongoing
Program HE -1.21: Missing
Middle Housing
The City shall further intensify and
increase housing choices and
affordability in relatively higher
opportunity and income and lower
density areas.
The City will continue to
track development and if
50 percent of the City's
RHNA is not permitted,
completed, or entitled by
December 2026, the City
will adjust development
assumptions, identify
additional suitable sites,
and consider increasing
baseline density in lower
density zones to facilitate
increased development
Ongoing
Program HE -2.1: Support
Regional and Local Fair
Housing Efforts
Affirmatively further fair housing
activities
Annual and Ongoing
The City will continue to disseminate information regarding fair housing in a variety of locations including City Hall, the City website and the library, and conduct ongoing, proactive outreach to engage members of all socio-economic Program HE -2.2: Section 8
Rental Assistance
Provide information regarding housing
assistance
Ongoing
The City will continue to provide referral services and information to residents regarding the Section 8 Rental Housing Assistance Program administered by the Orange County Housing Authority.
Program HE -2.3: Minimize
Constraints on Housing
for Persons with
Disabilities
Minimize regulatory constraints on
housing for persons with disabilities
Ongoing and, process
Zoning Code amendment
for full compliance
The City will continue to implement the Reasonable Accommodation Ordinance, which provides relief from local regulations and permitting procedures that may have a discriminatory effect on housing for persons with disabilities. In addition, a Zoning Ordinance amendment will be processed in 2023 to update the definition of "family" consistent with State law.
Program HE -2.4:
Comprehensive Housing
Resource Directory
Housing Resource Directory
Ongoing
The City of Placentia will continue to coordinate with the County of Orange to publicize the County's Comprehensive Housing Resource Directory, which will be made available on the City's website and in print form at City Hall, the library and other public buildings.
Program HE -2.5: Equal
Housing Opportunities
and Affirmatively
Furthering Fair Housing
The City of Placentia will advocate
against discrimination in the sale, rental,
or financing of housing based on race,
religion, sex, marital status, ancestry,
national origin, color, familial status, or
disability. Information and referrals
regarding fair housing laws and rights
will be posted on the City's website and
in City Hall and other public buildings
Ongoing and establish
AFFH marketing
program by December
2024
The City of Placentia will advocate against discrimination in the sale, rental, or financing of housing based on race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability. Information and referrals regarding fair housing laws and rights will be posted on the City's website and in City Hall and other public buildings.
Program HE -2.6: Pursuant to AB 686, the City will
Affirmatively Further Fair affirmatively further fair housing by taking Housing meaningful actions during the planning
period in addition to resisting discrimination,
that overcomes patterns of segregation and
foster inclusive communities free from
barriers that restrict access to opportunity
based on protected classes, as defined by
State law.
Ongoing
Appendix D of the 6th Cycle Housing Element details how the City complies with and will comply with AB 696 by conducting outreach, a Afair Housing Assessment, providing capacity to address fair housing constraints, to comply with fair housing laws and to reduce displacement risk in Placentia.
Program HE -3.1:
Community Based
Neighborhood
Rehabilitation
Conserve and improve existing
residential neighborhoods
Ongoing
The City of Placentia will continue to coordinate with the County of Orange to publicize the County's Comprehensive Housing Resource Directory, which will be made available on the City's website and in print form at City Hall, the library and other public buildings. The City also utilizes CDBG funds annually for the repair and rehabilitation of housing units citywide.
Program HE -3.2:
Neighborhood Identity
Create neighborhood identity
Ongoing
Encourage the creation of neighborhood themes and identity in all types of residential developments by use of building material, texture, color and landscaping linked with architectural styles. The City has some Objective Standards adopted, and is also considering additonal neighborhood and/or citywide architectural design guidelines.
Program HE -3.3: Placentia
Rehabilitation Grant
Program
Rehabilitate exisitng housing units
utilizing CDBG funding
Ongoing
The City of Placentia shall continue to provide grants to rehabilitate owner - occupied, very -low-income housing units. The City shall outreach to potential applicants continuously through the City's website and will distribute printed material annually.
Program HE -3.4: Energy
Conservation and
Sustainable Building
Practices
Continue to provide energy
conservation educational materials to
residents
Completed/Ongoing
The City recognizes that utility costs contribute to a household's overall expenditure for housing. The City shall promote energy and water conservation and "green building" in new and existing residential developments by providing educational materials on the City's website and in print form at City Hall, the library and at other public buildings. Compliance with Title 24 of the California Building Code will be required of all residential construction necessitating a building permit.
The City shall also refer residents to local utility providers for energy and water conservation programs through the City's website. Finally, through participation in the HERO Program, the City shall provide information and encourage property owners to participate in the property -assessed conservation improvements as allowed by the program.
Program HE -3.5: Monitor
and Preserve Affordable
Housing At -Risk of
Conversion to Market Rate
Encourage preservation and
extension/renewal of "At Risk" units
Completed/Ongoing
The City shall continue to monitor units with affordability covenants that are eligible to expire during the next 10 years. To encourage the preservation of these "at -risk" units, the City shall coordinate with the County and non-profit housing organizations to encourage the extension and/or renewal of deed restrictions or covenants, comply with noticing requirements, provide education and assistance to tenants, assist with funding, and promptly reach out to qualified entities to preserve at -risk housing units.
Program HE -3.6: Vacant
Building Ordinance
Prevent blight and deterioration in
neighborhoods
Completed/Ongoing
To prevent blight and deterioration of Placentia's residential and non-residential neighborhoods, the Municipal Code establishes owner responsibilities for the maintenance and rehabilitation of long-term vacant buildings. The ordinance requires the registration of vacant properties resulting from foreclosure, and provides for an administrative monitoring program for boarded -up and vacant buildings. To ensure compliance, the ordinance imposes fees and civil penalties; and provides for administrative review and appeal opportunities. The City will continue to implement this ordinance to prevent blight and deterioration in Placentia's neighborhoods.
Program HE -4.1:
Partnerships with the
Housing Industry
Establish partnerships with nonprofit
and for-profit housing developers
Annual/Ongoiing
The City of Placentia has limited resources to use for the development and maintenance of affordable housing. To maximize its funding and staff resources, the City shall seek opportunities to partner with non-profit and for-profit housing developers. Specifically, the City shall proactive seek partnerships to develop affordable housing on identified sites within the TOD area near the Metrolink Program HE -4.2:
Participation in Continuum
of Care Forum
Continue participation in the County of
Orange Continuum of Care Forum
Completed/Ongoing
coordination and
meeting attendance
The City recognizes that homelessness is both a local and regional issue that requires a comprehensive and coordinated effort among various cities and agencies throughout the region. The City of Placentia will continue to participate through regular attendance at meetings of the County of Orange Continuum of Care Forum to pool resources to address homeless needs.
Program HE -4.3: Facilitate
Housing Co -Located with
Religious and Community
Facilities
Religious and Community Facilities
provides a unique opportunity to
provide affordable housing on
properties that may have surplus land
available. Additionally, these sites may
support affordable housing options that
could provide additional support
services on site.
The City will outreach to
faith -based
organizations by
December 2024 and
implement a Zoning
Code amendment within
12 months thereafter to
result in at least 150
affordable units in
higher income, higher
opportunity areas and
RCAAs.
The City will outreach to promote and encourage the use of SB 4
Jurisdiction Placentia
Reporting Period 2023 (Jan. 1 - Dec. 31)
Planning Period stn Cycle iali5/2021•10,15,20.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
(CCR Title 25 §6202)
Notry146 Indicates an optional field
Calls in grey contain auto -calculation
Monulas
Table E
Commercial Development Bonus Approved pursuant to GC Section 85915.7 Project Identifier
Units Constructed as Pert of Agreement
Description of Commercial
Development Bonus
Commercial Development Bonus
DMe Approved
2 3
6 APN
Street Address
project Name'
Local Jurisdiction
Tracking ID'
Vary Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
cry Raw. SO Data Entry Bebx
Annual Progress Report
January 2020
Jurisdiction
Placentia
Reporting Period
2023 (Jan. 1 - Dec. 31)
Planning Period
6th Cycle 10/15/2021 - 10/15/2029
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: "+" indicates an optional field
Cells in grey contain auto -calculation formulas
Table F
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non -affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net -new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA
Listed for Informational Purposes Only
Units that Count Towards RHNA .
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.
The description should adequately document how each
unit complies with subsection (c) of Government Code
Section 65583.1.
For detailed reporting requirements, see the chcklist
here:
Extremely Low-
Income.
Very Low -Income.
Low -Income'
TOTAL UNITS'
Extremely Low-
Income'
Very Low-
Income.
Low -Income'
TOTAL UNITS*
https://www.hcd.ca.gov/community-
development/docs/adequate-sites-checklist.pdf
Rehabilitation Activity
Preservation of Units At -Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Annual Progress Report
January 2020
Jurisdiction Placentia
Reporting Period 2023
Planning Period 6th Cycle 10/15/2021 -10/15/2029
(Jan. 1 - Dec. 31)
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: "+^indicates
an optional geld
ells in grey contain auto -calculation formulas
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction's moderate
-income regional housing need allocation, the planning agency may include the number of units in an exi ling multifamily building that were converted to deed -restricted rental housing for moderate -income households by the imposition of affordability covenants and resbictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b).
Project Identifier
Unit Types
Affordability by Household Incomes After Conversion
Units credited toward Moderate Income
RHNA
Notes
2 3
4 5
S
Prior APR'
Current APN
Street Address
Project Name'
Local
Jurisdiction
Tracking ID
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very Low-
Income Deed
Restricted
Very Low -
Income Non
Deed
Restricted
Low -Income Deed
Restricted
Low -Income
Non Deed
Restricted
Moderate- t otrne
Deed Restricted
Moderate-
Income Non Deed
Restricted
Above
Moderate-
Income
Total Moderate Income Units
Converted from Above
Moderate
Dale Converted
Summary Row: Start
Data Entry Below
—
0 0
0 0
0 0
0 0
Jurisdiction Placentia
Reporting Period 2023 (Jan. 1 - Dec. 31)
Planning Period
6th Cycle 1o115/zoz1-1011512029
NOTE This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: "0" Indicates an optional field
Cells in grey contain auto -calculation
formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
1 2
3 4
APN
Street Address
Project Name'
Local Jurisdiction
Tracking ID'
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred
Intended Use for Site
Summary Row Start
Data Entry Below
Jurisdiction Placentia
Reporting Period
2023
(Jan. 1 - Uec.
31)
NOTE: This table must contain an invenory of ALL
surplus/excess lands the reporting jurisdiction owns
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: "+" indicates an optional field
Cells in grey contain auto -calculation
formulas
For Orange County jurisdictions, please format the APN's as follows:999-999-99 Table H
Locally Owned Surplus Sites
Parcel Identifier
Designation
Size
Notes
1 2
3 4
5 6
7 APN
Street Address/Intersection
Existing Use
Number of
Units
Surplus
Designation
Parcel Size (in
acres)
Notes
Summary Row: Start Data Entry Below
Jurisdiction Placentia
Reporting Period 2023 (Jan. 1 - Dec. 31)
Planning Period
6th Cycle 10/15/2021 - 10/15/2029
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This ANNUAL ELEMENT PROGRESS REPORT table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to Government Housing Element Implementation Code65915(b)(1)(F)
Note: "+ indicates an optional field
Cells in grey contain auto -calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier
Project Type
Date
Units (Beds/Student Capacity) Approved
Units (Beds/Student
Capacity) Granted
Density Bonus
Notes
1 2
3 4
5 6
APN
Street Address
Project Name'
Local Jurisdiction
Tracking ID.
Unit Category
(SH - Student Housing)
Date
Very Low- Income
Deed Restricted
Very Low- Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income Non
Deed Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
Moderate-
Income
Total Additional Beds
Created Due to Density
Bonus
Notes
Summary Row: Start Data Entry Below
Annual Progress Report
January 2020
Jurisdiction Placentia
Reporting Period
Planning Period
2023 (Jan. 1 - Dec. 31)
k 6th Cycle 10/15/2021 -10/15/2029
ANNUAL ELEMENT PROGRESS REPORT
Table K
Tenent Preference Policy
Local govemments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese).
Effective January 1, 2023, local govemments adopting a tenant preference are required to create a webpage on their Internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage on their Internet website containing authorizing local ordinance and supporting materials.
Notes
Jurisdiction
Reporting Year
Placentia
2023
(Jan. 1 - Dec. 31)
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity's application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized 50515.02 or 50515.03, as applicable.
based on the eligible uses specifled in Section
Total Award Amount $ 150,000.00 Total award amount is auto -populated based on amounts enterer:, rows,.
Task
$ Amount Awarded
$ Cumulative Reimbursement
Renuested
OtherStatus Other
Funding
= Notes
Zone Change - Chapman Camdar
$120,000.00
$0.00
In Progress
Other
To be finished by 0,3 2024
Adoption of CEQA Guidelines
$30,000.00
$0.00
In Progress
Other
To be finished by Q3 2024
Summary of entitlements, building permits, and certificates of occupancy (auto -populated from Table A2) Completed Entitlement Issued by Affordability Summary
Income Level
Current Year
Very Loa
Deed Restricted
0 Non -Deed Restricted
0 Low
Deed Restricted
0 Non -Deed Restricted
0 Moderate
Deed Restricted
18 Non -Deed Restricted
0 Above Moderate
150
Total Units
168
Building Permits Issued by Affordability Summary
Income Level
Current Year
Very Loa
Deed Restricted
0 Non -Deed Restricted
0 Low Deed
Restricted
0 Non -Deed Restricted
0 Moderate Deed
Restricted
14 Non -Deed Restricted
0 Above Moderate
79 Total Units
93 Certificate of Occupancy Issued by Affordability Summary Income Level
Current Year
Very Lou
Deed Restricted
0 Non -Deed Restricted
0 Low Deed
Restricted
0 Non -Deed Restricted
2 Moderate Deed
Restricted
16 Non -Deed Restricted
0 Above Moderate
83 Total Units
101
Jursdkton Placentia
Reporting Year 2023 (Jan. 1 - Dec. 31)
Planning Period 8th Cycle icievo21-10/1.0.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: '+^ indicates an optional field
Cells in grey contain auto -calculation formulas
Table A2
Annual Building Activity Report Summary- New Construction, Entitled, Permits and Completed Units Project Identifier
Unit Types
Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits
Prior APR'
Current APN
Street Address
Project Name
Local Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
D=owner
Very Low -
Income Deed
Restricted
Very Low.
Income Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate -
Income Deed
Restricted
Moderate.
Income Non
Deed Restricted
Above
Moderate.
Income
Entitlement
Date Approved
o of Units Issued
Entitlements
Summary Row: Start Data Entry Belau 0
346-331-32
346331-32 1952 8 1958 E. Veterans Way Tofioli DPR 2022-01, TTM Velwans Way 18183, UP 2022-01
0 18 t 150
38 2/14/2023
7 Very Low -
Income Deed
Restricted
Very Low -
Income Non
Deed Restricted
Low. Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate -
Income Deed
Restricted
Moderate.
Income Non
Deed Restricted
Above
Moderate.
Income
Building Permits
Date Issued
e of Units Issued
Building Permits
68 0
39 346-164-24
346-164-24 502 5ren 13 S. Van The Hudson Phaea l l DPR 2022-03, TTM 5< 0 Bu SL 19251, UP 02204
12 12/13/2022
12 93
0 12 7/5/2023
12 339-021-29 339021-29 248 Wilson Ave Wilson Avenue ADU ADU 2022-09 ADU 0 9/8/2022
2/15/2023
336-162-14 336-162-14 1836 Allegheny St. Alleg 'enYUStreet ADU 2022-11 ADD
0 7/5/2022
3/27/2023
339-323-05 339-323-05 604 Twilight St Twilight Stye& ADU ADU 2022-12 ADU 0 8/13/2022
5/1/2023
336-012-35 336-012-35 431 Livingston Ave Living ADU venue ADU 2022-13 ADU 0 7/20/2022
340-241-08 340-241-08 42] Circle WintleADU ower Circle ADU 2022-16 ADU 0 8/15/2022
338-322-33 338-322-33 420 Montessori Ave Mont Avenue ADU 2022-17 ADU ADU
0 10/11/2022
12/15/2022
3/21/2023
8/8/2023
339021-11 339021-11 420 Orchid Or Orchid Drive ADU ADU 2022-18 ADU 0 11/2/2022
6/22/2023
2143 McCormack McCormack Lane
336-391-11 336-391-11 Ln ADU ADU 2022-20 ADU
0 10/6/2022
12/7/2022
339-321-05 339-321-05 604 N. Placentia Placentia Avenue ADU 2022-21 Ave. ADU
ADD
0 11/8/2022
1/8/2024
343661-06
343661-06 1971-1988Orchard HOT Townhanea DPR UP
Dr 2018-04,6-0O,TTM 18129
0 16 3/6/2018
16 16 2/15/2022
16 344-182-20 344-182-20 967 Tattle St Tafolla Street ADU ADU 2022-23 ADU 0 11/14/2022
3/8/2023
339-041-28
339-041-28 307 Orenge Grove Orange Grove
Ave Avenue ADU
ADU 2022-24 ADU
0 9/9/2022
336-423-08 336-423-08 1743 Canard Ave Canard Avenue ADO ADU 2022-25 ADU 0 11/3/2022
341-493-33 341-493-33 1267 E. Runyon PI Runyon Place ADU ADU 2022-01 ADU 0 4/20/2022
336-323-04 336-323-04 2218 Montgomery hbnlgomery Circle Circle ADU ADU 2022-02 ADU
0 3/15/2022
339-322-38 339322-38 528 Sunrise St Sunrise Street JADU ADU 2022-04 ADU O
2/23/2022
344-142-04 344-142-04 920 Arnold Or Arnold Dove ADU ADU 2022-05 ADU 0 2/23/2022
11/16/2023
6/21/2023
8/10/2022
5/26/2022
2/24/2022 1
4/7/2022
338-483-25 336-483-25 1820 Callen Dr Callen Drive ADU ADU 2022-10 ADU O
6/2/2022
7/13/2022
336-451-25 336-451-25 949 Cobb Ave Cobb Avenue ADU ADU 2022-15 ADU 0 8/2/2022
10/19/2022
344-153-14 344-153-14 529 Kansas Ave Kansas Avenue ADU AD02022-18 ADU 0 9/13/2022
346-172-25 346-172-25 17000 La Palana La Palana Avenue TPM 2019-175, SPR SFD Ave Homes 2022-01
2/4/2020 3
1/11/2023
0 Jurlsdkdon Placentia
Reporting Year
Planning Period
339-431-02. 339-
431-03, 339431-
04,339431-05,
339431-06, 339-
401-08. 339-401-09
339-431-02. 339-
431-03, 339431-
04.339-031-05.
339431-06, 339-
401-08. 339-401-09
505, 515. 523, 531.
535 W. Crewther
Ave 40]Goetz PI
405 Evelyn PI.
Ceve (JP!)
DPR2018-04
So
R
418
5/8/2018
418
418
3/1]/2021
418
346-181-18
346-181-18
1663 Oak St.
Nick Rocco House
SPR 2021-01
SFD
0 1
3/2/2021
1 1
10/17/2022
1 344282-29
344262-29
1014 Cypress St.
COllett ildren's
Home
SPR 2021-0]
2104
2 7/20/2021
2 2
9/15/2021
2 339-354-19
339-354-19
119 S. Main St
Ramos Duplex
SPR 2021-06
2 to 4
2 12/7/2021
2 2
3/22/2022
2 339-321-03
339-321-03
618 N. Placentia
Ave
Placentia Avenue
ADU
ADU 2021-02
ADU
O
1 3/22/2021
1 5/4/2021
1 339402-05, 339-
402-05, 338-402-
08. 339402-11
339402-05, 339-
402-05, 338-402-
08. 339402-11
20] 8 209 W.
Crowther Ave
USA Properties
DPR 2020.03
5+
R
94 93
2 5/18/2021
189
0 339422-09
339022-09
10] Orchid Dr.
Orchid Drava ADUs
ADU 2021-04
ADS
0 2
8/26/2021
2 2
3/9/2022
2 348-184-22, 348-
164-25. 346-164-26
348-184-22, 348-
164-25. 346-164-26
443455 S. Van
Buren St
The Hudson
ZC 2018-01, DPR
2018-01, TTM 19104
5+
0 138
4/20/2021
139
64 1/12/2023
64 340-273-25
340-2]3-25
1314 N. Angelina
Dr.
Church of the
Blessed Sacmmenl
GPA 2020-01, ZC
202001, DPR 2020-
01 5+
R
64 1
12/1/2020
65 64
1 11/22/2022
65 338-291-01
336-291-01
2234 California St
California Home
TPM2018-201, SPR
SFD
O
1 7/10/2028
1 8/24/2022
338-291-01
336-291-01
2234 California St
Califomia Home ADU
TPM 2018-201,
SPR, ADU
ADU
0 1
7/10/2018
1 6/24/2022
336-291-01
336-291-01
2236 Califomia St
California Home
TPM 2018-201
SFD
0 1
7/10/2018
1 9/22/2022
1 336-291-01
336-291-01
2238 California St.
California Home
TPM 2018-201, SPR
SFO
0 1
7/10/2018
1 8/30/2022
1 339-292-18
339-292-18
117 Ruby Dr.
Ruby Drive ASS
ASS 2020-02
ADU
0 1
5/5/2020
1 1
7/8/2020
1 336-361-50
336-361-50
600AIcott Ave
Alcott Home
SPR2020-02
SFD
0 1
4/23/2020
1 1
3/24/2022
1 336-361-50
336-361-50
606AIcatt Ave.
Alcott Home
SPR2020-02
SFD
0 1
4/23/2020
1 1
3/24/2022
1 336404-09.336-
081-34
336404-09.336-
081-34
1963 McCormack
Ln
McCormack Lane
Home
SPR 2020.04
SFD
0 1
3/29/2022
1 1
3/29/2022
338-009-09, 338-
061-34
338-004-09, 336-
061-34
1983 MCCa ack
Lnnn
MCCarnack Le
Home ADUat
SPR 202004. ADU
ADU
O
1 3/29/2022
1 3/29/2022
336451-23
336-451-23
931 Cobb Avenue
Cobb Avenue ADU
ADU 202301
ADU
0 1
1/23/2023
lill
1 4/11/2023
1 336-504-03
336-504-03
4861 Hamer Drive
Hamer Drive ADU
ADU 2023-02
ADU
O
1 8/1/2023
0 336404-03. 336-
404-14
336404-03. 336-
404-14
832 Bastanchury
Rd
Baetanchury Road
ADU
ADU 2023-05
ADS
0 1
8/23/2023
1 0
336-581-55
336-581-55
2438 Chippewa
Ave.
Chippewa Avenue
ADU
ADU 2023-06
ADU
O
1 5/10/2023
1 2/15/2024
340-145-21
340-145-21
662 Heather Ave
Heather Avenue ADU
A002023-07
ADU
0 1
10/3/2023
1 11/6/2023
1 344-163-21
344-163-21
9]3 5. Mdmse
Melrose Street ADU
ADU 2023-08
ADU
O
1 6/15/2023
0 339-294-08
338-294-p0
134 Ruby Or
Ruby Drive ADU
ADU 2023-09
ADU
0 1
8/7/2023
1 1
11130/2023
1 340-252-22
340-252-22
5142 Hamer Ln.
Hamer Lane ADU
ADU 2023-10
ADU
O
1 5/10/2023
0 344-162-29
344-162-29
230 Rio Grande
Ave.
Rio Grande Avenue
ADU
ADU 202311
ADU
0 1
8/29/2023
1 0
340-132-15
340-132-15
1260 Venice Ave
Venice Avenue ADU
ADU 2023-12
ADU
O
1 ]/1]/2023
0 336-291-31
336-291-31
938 Brooklyn Ave
BrooM ADU
ADU ADU 202313
ADS
0 1
8/14/2023
0 336-355-08
338-355-08
731 Longfellow Dr.
Longbl�l U Dnve
ADU 2023-14
ADU
O
1 8l1&2023
0 2023 (Jan. 1 - Dec. 31)
6th Cycle 1onemzl-1mrs
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: indicates an optional field
Cells in grey contain auto -calculation formulas
Jurlsdktlon Placentia
Reporting Year
Planning Period
338-052-1]
338-052-1]
919 Gehrig Ave.
Gehrig Avenue ADU
ADU 2023-17
ADU
0 1
8/15/2023
0 341-042-33
341-042-33
1408 Mega Verde
Cir.
Mesa Verde Circle
ADU
ADU 202316
ADS
0 1
8123/2023
1 0
344-182-29
344-162-29
913 TatoIla St
Tatala Street ADU
ADU 2023-19
ADU
0 1
8/28/2023
1 11/202023
338-352-06
338-352-06
402 Olive St.
Olive Street ADU
AOU 2023-21
AO*
0 1
12/7/2023
1 0
336-382-09
336-382-09
131 Jamaica Cir.
Jamaica Circle ADU
ADU 2023-22
ADU
0 1
12!//2023
0 344-143-09
344-143-09
840 Cypress Ave.
Cypress
ADS 202323
ADU
O
1 11/21/2023
1 0
341-501-01-341-
50165
341-501-01-341-
50165
Alta Vista St 8
Rose Drive
Vista Rose (Toll
Bros)
DPR 2022-06, TTM
19250, SPA 2022-
01, MND 2201
St
0 100
8/8/2023
00 3
tt!152023
3 344-131-11
344-131-11
803 W. La Jolla St
Wang Triplex
TPM 2020-124, UP
2023-10, SPR 2023
02 2to4
0 3
11/14/2023
3 0
341-022-10
341-022-10
341-022-10
Vina Da Mar
TPM 2023-113
SFD
O
2 9/5/2023
2 0
341-433-34
341-433-34
412 N. Tidlan6 Cir.
Tidland Cir
TPM 2022-126
SFD
0 2
7/12/2022
2 0
341-431-48
341-431-48
1421 Cisneros Cr.
Cisneros
TPM 2022-127
SFO
0 2
10/11/2022
2 0
341-431-01
341-431-01
1451 E. Howard PI.
Howard PI
TPM 2022-123
SFO
0 3
]/12/2022
3 0
341-433-05
341-433-05
424 Nevin PI.
TTM 19233
SFD
O
8 6/13/2023
6 0
341-421-33
341-421-33
502 Gerhold Ln.
Gerhold
TPM 2022-124
SFD
0 2
10/11/2022
2 0
341-433-23
341-433-23
406 Nevtn Ln.
TPM 2022-125
SFD
O
3 10/11/2022
3 0
0 0
2023 (Jan. 1 - Dec. 31)
6th Cycle trote12021- rsaa
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: 'Y' indicates an optional field
Cells in grey contain auto -calculation formulas
Affordability by Household Incomes - Certificates of Occupancy Streamlining
In011
Housing with Financial shone nce
and/or Deed Restrictions
Housing without Financial
Assistance or Deed
Restrictions
bill
Term of Restriction
or Deed Restriction
Demolished/Destroyed Units
Density Bonus
Notes
10 11
12 13
14 15
16 1?
10 19
20 21
22 23
24 25
Very Low-
Intone Deed
Restricted
Very Low-
Intone Nan
Deed
Restricted
Low. Income
Deed
Restricted
Low. Income
Non Deed
Restricted
Moderate.
Income Deed
Restricted
Moderate.
Income Non
Deed ResWeted
Above
Moderate.
Income
Certificates of
Occupancy or other
forms of readiness
(see Instructions)
Dale issued
flat Units
issued
CertHicates of
Occupancy or
other forms of
readiness
How many of the
units were
Extremely Low
Income?
Please select the
streamlining
provision the
proieot was
APPROVED
pursuant to. (may
select multiple)
Ingll Units?
YIN'
Assistance Programs
for Each Development
(may select multiple -
see instructions)
s
Deed Restrktion
Type
(may select muMple
s
see instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
re affordable
(see Instructions)
Term of Affordability or
L, a Restriction (years)
(if affordable in perpetuity
enter 1000)'
Number of
DemolishedlDestroyed
Units
Demolished or
Destroyed Units
Demotlshed/De
stroyed Units
Owner or
Renter
Total Density Bonus Applied to
the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
LIM the incentives,
'
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or parking
Modifications)
Did the project receive
reduction or waiver of
parking standards? (YIN)
Note.'
0 0
0 2
16 0
83 101
i All
IL_
i
i Ali
ill
dill
I
0 NONE
N
No
There is no deed
restriction on this project
all
0 NONE
Y
No
There is no deed
restriction no on this
oroiect.
8/30/2023
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
9/27/2023
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
11/27/2023
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
6/16/2023
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
928/2023
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required
1/30/2024
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
5/3/2023
1 NONE
V
Other
Other
Yes
ADU Covenant
agreement required.
Funding sources
unknown.
7 0
NONE
V
Other
Other
Vas
ADU Covenant
agreement required.
Funding sources
unknown.
11 9/19/2023
II
NONE
V
0 NONE
V
Other
Other
Permit cancelled on
8/26/2023
.ml
0 NONE
V
Other
Other Fundi
ADU Covenant
agreement required.
sources wn
unknown.
1/10/2024
1 NONE
V
Other
Other
ADU Covenant
agreement
Funding sources sources
unknown.
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
2/28/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
1/4/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
Other
Other
Permit Expired as
10//11/2023
10/24/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
11/14/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
0 0
NONE
V
0 NONE
V
2 7/20/2023
2 NONE
N
Project is a women's hone for
those at risk to homelessness.
Certificate ouOccupancy
not issued due to
Planning issue
2 12/5/2023
2 NONE
V
0 NONE
V
Other
Other
Permit Expired
8/29/202222
0 NONE
V
Other
Other
Funding sources are
currently unknown to
ity stall.
2 1/12/2023
2 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
66 12/13/2023
64 NONE
V
0 NONE
V
other
Other
Deed -restricted senior housing
Funding sources include
HCD Housing
Ahceration Program and
OC Housing Finance
Trust.
8/1/2023
1 NONE
V
8/1/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
8/1/2023
1 NONE
V
8/1/2023
1 NONE
V
7/19/2023
■
i■
NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
1 9/2]/2023
1 NONE
V
9/22/2023
1 NONE
V
3/22/2023
1 NONE
V
3/22/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
10/24/2023
1 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown.
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 i
NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
unknown
NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
known.
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
Y
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
Other
Other
ADU Covenant
agreement required.
Funding sources
0 NONE
V
0 NONE
V
0 NONE
V
0 NONE
V
0 NONE
V
0 NONE
V
0 NONE
V
0 NONE
V
0 NONE
V
0 TO:
VIA:
FROM:
DATE:
Placentia City Council
CITY COUNCIL
CITY ADMINISTRATOR
DIRECTOR OF DEVELOPMENT SERVICES
MARCH 19, 2024
GENDA REPORT
SUBJECT: UPDATE TO OLD TOWN FACADE IMPROVEMENT PROGRAM
FISCAL
IMPACT: CDBG FUNDS NOT -TO -EXCEED $180,778 FOR FISCAL YEAR 2024-25
NO GENERAL FUND MONEY WILL BE USED FOR THIS PROGRAM
SUMMARY:
On December 5, 2017, City Council approved the Old Town Facade Improvement Program (Program) in an effort to remove blight and provide for the expansion of the City's tax base through the use of CDBG funds for eligible facade improvements to local businesses. The funds will are designed to be used for exterior improvements among the aging commercial buildings located within the Old Town Placentia District (Old Town Placentia). The Program is designed to promote Placentia as a positive venue for quality business, incentivize business improvements and attraction to enhance local economic growth, and ensure that government regulations promote a favorable business climate.
On March 5, 2024, as part of the Fiscal Year (FY) 2024-25 Budget, the City Council earmarked $180,778 in Community Development Block Grant Funds (CDBG) towards a grant program designed for facade improvement for businesses located within Old Town Placentia.
The recommended action is to approve the revised Old Town Facade Improvement Program Guidelines and Application which updates insurance requirements, grant award amount to be determined by funding availability and prioritizes properties or areas that historically have been targeted for graffiti and/or are prone to blight.
STRATEGIC PLAN STATEMENT:
This item is consistent with the City Council approved 5 -Year Strategic Goal to Improve City Beautification, under Objective #6.3, which is to allocate more funding for facade improvement projects within eligible census tracts.
RECOMMENDATION
It is recommended that the City Council take the following actions:
1. Approve the revised Old Town Facade Improvement Program Guidelines and Application; and
1.j.
March 19, 2024
City Council Agenda
March 19, 2024
2. Authorize the City Administrator to execute all necessary documents, in a form approved by the City Attorney.
DISCUSSION:
The Federal Housing and Community Development Act of 1974 provides CDBG funds for projects that promote the development of viable urban communities by providing suitable living environments. One such eligible project is the Facade Improvement Program. This Program provides funding assistance to business owners to prevent or eliminate blight in the community.
Program Overview
On December 5, 2017, City Council approved the Old Town Facade Improvement Program in an effort to remove blight and provide for the expansion of the City's tax base through the use of CDBG funds for eligible facade improvements to local businesses. The Program is intended to create a pedestrian -friendly, aesthetically pleasing environment for residents, visitors, and tourists, and create substantial economic benefits for merchants and property owners as a result of increased investment in this area. The approved projects shall promote retail activities, create an attractive environment, encourage neighborhood character and architectural design, use quality materials, and incorporate good design concepts.
Since its inception, the Program has been highly successful in improving key properties within Old Town. It has deterred graffiti in many instances and enhanced the appearance of businesses through upgrades such as wall murals, exterior facade treatments, awning replacements, and updated exterior signage. These properties include murals at 301 Cafe, Broken Timbers Brewing Company, and the Zepeda Family Living Trust building located at 141 West Santa Fe Avenue.
Additional facade improvements include the buildings of Tlaquepaque Restaurant and Better Floors and Restorations. However, due to updated legal requirements and knowledge gained, Staff is proposing a variety of updates to the original Old Town Facade Improvement Program Guidelines and Application.
Under Section I.C - Program Requirements, the maximum grant amount is revised from the initial $10,000 per property/business owner(s) to an amount to be determined based upon funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight. In addition, the applicant shall pay up to 50% of the cost which will allow the City to fund more facade improvement projects. Continuing in this section, Staff is proposing the initial six-month project timeline to be extended to a one-year period if structural issues or other conditions are discovered during the course of construction.
Secondly, under Section IV.A.2 - Review of Application, the Facade Improvement Program Committee is modernized to reflect the new City Council Housing, Community and Economic Development Committee; new position title of our Deputy Director of Administrative Services; and the addition of our new Senior Management Analyst - Economic Development.
Next, Under Section IV.C.2 - Contractor Requirements, the City's Risk Management has reviewed the initial agreement and provided updated insurance requirements. This includes a new scope
City Council Agenda
March 19, 2024
of insurance coverages and subcontractor requirements which must be submitted and maintained by the City for all facade projects.
Lastly, under the Facade Improvement Program Grant Agreement, the reimbursement amount is being revised from the initial $10,000 to an amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight.
A property owner(s) and/or business owner(s) may submit an application for properties located in the Old Town Placentia project boundary area described in Attachment 2. Storefronts must be visible from Santa Fe Avenue or Bradford Avenue. All applications will be reviewed by the Facade Improvement Program Committee (Committee) which will consist of two (2) members of the City Council Housing, Community and Economic Development Committee, City Administrator, Director of Development Services, Deputy Director of Administrative Services, and Senior Management Analyst - Economic Development. The Committee will use the Scoring Criteria (see Attachment 2) to award applicants based on grant funding availability with a priority for properties or areas that historically have been targeted for graffiti and/or are prone to blight. Applicants that are not selected in the first round will be encouraged to apply for the next round of funding.
The following businesses/entities are not eligible to receive Program assistance: residential, residential rental buildings (apartments, unless connected to mixed -use building), home -based businesses, structures not facing the public right-of-way, churches, and other religious institutions.
Program Priority
The following criteria will be considered as a basis of assigning priority to applications:
1) Properties or areas that historically have been targeted for graffiti and/or are prone to blight.
2) Projects that provided significant value to Old Town or Placentia Metrolink Station. 3) Properties or areas adjacent to new public facilities such as the Parking Structure. 4) Projects that involve a historical restoration/renovation of a building. 5) Properties facing Santa Fe Avenue and/or Bradford Avenue.
Eligible Improvements
Examples of grant -eligible improvements include the following:
• Murals, if they are professionally done and provide an important aesthetic improvement and/or improve an expanse of wall or surface prone to graffiti • Historic building restoration (removal of non -historic materials or additions such as stucco and exposing original masonry/brick)
• Exterior facade treatments (stucco, brick veneer, paint removal, etc.) • Colonnade replacement with awning, canopy, or other shade solution • Exterior painting of buildings visible from public right-of-way • Facade/brick cleaning
• Signage repair or replacement
• Exterior doors
• Window and window frame replacement
City Council Agenda
March 19, 2024
Page4of6
• Exterior lighting and electrical work
• Landscaping related to exterior features
• Permanent exterior signage
Ineligible Improvements
The following improvements are ineligible under this program:
• Any improvements not visible from the public right-of-way or publicly owned space • Parking lot resurfacing
• Non -visible mechanical equipment screening
• Interior improvements/remodeling
• Temporary, portable, or non -permanent improvements
• New construction
• Business operations -related costs
• Property acquisition, debt refinancing, expansion of building area, or conversion of building use
• Normal maintenance and repair
• HVAC repair/improvements
• Plumbing repairs/improvements
Application Process
The application process, designed to be user-friendly and time -efficient, includes the following:
1. Pre -Application Meeting — Applicants are encouraged to meet with Staff before submitting an application to review the project and process.
2. Submit Complete Application — Applicants must complete the application form and supply the requested materials, including contractor proposals and any required Planning permits (e.g., Design Review, Certificate of Appropriateness). Applicants for this program are exempt from Planning and Building permit fees by the City Administrator, who is authorized to waive City fees associated with the Program. This fee exemption does not apply to fees mandated by the State of California including, but not limited to, the California Green Building Standards fees.
3. Application Review - Staff reviews the application for conformance with the Program guidelines. Final approval is made by the City Administrator and Director of Development Services.
4. Property Inspection - A site visit will be arranged between City Staff and the property owner and/or business owner to undertake an inspection of the building and develop specifications for the Program. Staff will inspect the property to ensure that the building meets code requirements for the exterior of the building.
5. Award of Grant - Once the City approves the grant, a notice is provided to the applicant, generally within three weeks of the City receiving a complete application. Once an applicant
City Council Agenda
March 19, 2024
has received the award notice, work may proceed. The City will schedule a pre - construction meeting with the property/business owner, contractor, and City Staff.
6. Start of Construction - The City will issue a "Notice to Proceed" to the contractor, signed by the property/business owner(s) and the City. No work shall begin until all required permits have been issued by the City's Building and Safety Division.
7. Reimbursement Processing - Grant funds will only be disseminated to the contractor, not the applicant once the construction of the City -approved improvements has been completed and has been inspected and approved by City Staff. Grant funds will be disseminated upon the issuance of a Notice of Completion by City Staff. The City will process the request and provide the reimbursement, generally within four weeks of the request to the Contractor.
ENVIRONMENTAL ANALYSIS:
The California Environmental Quality Act (Section 21000, et. seq. of the California Public Resources Code, hereafter CEQA) requires analysis of agency approvals of discretionary "projects." A "project," under CEQA, is defined as "the whole of an action, which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment." The Program is a project under CEQA. Staff has reviewed the Program to determine the required level of review under CEQA. The Program itself is exempt from CEQA under State CEQA Guidelines Section 15301 (Existing Facilities). This exemption applies to "the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the lead agency's determination." The Program would provide grant funding for improvements to existing structures in Old Town Placentia. Candidate improvements include, but are not limited to, exterior alterations including painting and feature rehabilitation, building repair, and sign replacement or enhancement, which are similar to the listed example projects under the State CEQA Guidelines.
Although the Facade Improvement Program itself is exempt from CEQA pursuant to Section 15301 of the CEQA Guidelines, the Program does not exempt projects from the City's Historic Resources Ordinance, which may require additional CEQA review for significant alterations to locally designated historic resources pursuant to the Placentia Municipal Code. However, CEQA review for projects that involve locally designated Historic Resources will be evaluated on a project specific basis.
1 FISCAL IMPACT:
The fiscal impact in FY 2024-25 will be in the amount of $180,778 for the Program. A total of $180,778 in CDBG funds from the U.S. Department of Housing and Urban Development have been allocated to establish a Facade Improvement Program. No General Fund dollars will be used for the program.
City Council Agenda
March 19, 2024
Prepared by:
Kiana Louie
Senior Management Analyst - Economic
Development
Reviewed and approved:
Jose M. Larh6ert
Director of Development Services
Reviewed and approved:
Damien 'R—Arr la
City Administrator
Reviewed and approved:
J&ane ega
Deputy 'rector of Administrative Services
Reviewed and approved:
'Or/lifer Lampmar
L, er
' inance Director'
Attachments:
1. Exhibit "A" - Guidelines and Application (Changes Highlighted)
2. Exhibit "B" - Guidelines and Application (Clean Version)
CITY OF PLACENTIA
ADMINISTRATION DEPARTMENT
401 EAST CHAPMAN AVENUE
PLACENTIA, CA 92870
(714) 993- 8277
OLD TOWN
FAADE IMPROVEMENT
PROGRAM
GUIDELINES AND APPLICATION
City of Placentia — 401 E. Chapman Avenue — Placentia, CA 92870
Table of Contents
SECTION I - OVERVIEW OF PROGRAM 3
A. Purpose, Goal and Objective of Program 3
B. Source of Funds 3
C. Program Requirements 4
D. Program Priority 5
SECTION II - APPLICANT ELIGIBILITY REQUIREMENTS 6
A. Property Ownership 6
B. Program Exclusions 6
C. Capacity 6
D. Conflicts 6
SECTION I I I - PROPERTY ELIGIBILITY REQUIREMENTS 7
A. Eligible Commercial Properties 7
B. Minimum Property Rehabilitation Standards 7
C. Eligible Property Improvements 7
1. Mural Projects 8
SECTION IV - PROGRAM PROCEDURES 10
A. Applicant Intake and Eligibility 10
1. Application and Required Documents 10
2. Review of Application 10
B. Property Inspection 10
1. Initial Inspection 10
2. Follow -Up Inspection: 11
C. Contractor Selection 11
1. Procurement 11
2. Contractor Requirements 11
3. Ineligible Contractors 12
D. Award of Grant 12
1. Notification 12
2. Agreement 13
3. Private Arrangements 13
4. Pre -Construction Meeting 13
5. Start of Construction 13
City of Placentia — FIP Program Guidelines & Application Page 1 of 38
E. Reimbursement Process 14
F. Applicant Responsibilities 14
1. Property Maintenance 14
2. Property Tax Bills 14
3. Notice of Completion 15
SECTION V: EXAMPLES OF FA9ADE IMPROVEMENT PROJECTS 16
SECTION VI - ADDITIONAL REQUIREMENTS 20
A. City of Placentia Business License 20
B. Fire and Flood Insurance Requirements 20
C. Substitution by Contractor 20
D. Non -commencement by Original Contractor 20
E. Maintenance Requirements 21
SECTION VII - AMENDMENTS 21
APPENDIX A - OLD TOWN FACADE GRANT PROGRAM APPLICATION 23 APPENDIX B - SCORING CRITERIA 30
APPENDIX C - FA9ADE IMPROVEMENT GRANT AGREEMENT 33
City of Placentia — FIP Program Guidelines & Application Page 2 of 38
SECTION I - OVERVIEW OF PROGRAM
A. Purpose, Goal and Objective of Program
The City of Placentia, in its continuing effort to support the development of the Old Town Placentia District, has created the Old Town Facade Improvement Program (Program) for all property owners within the District. The Program, in concert with the Old Town Placentia Revitalization Plan, will continue the process of creating a more inviting character for the Old Town area. The purpose of the Program is to enhance economic opportunities in the Old Town Placentia District, and to encourage additional investment in the City's historic downtown district.
The Program will help create a pedestrian -friendly, aesthetically pleasing environment for residents, visitors, and tourists, and may also create substantial economic benefits for merchants and property owners as a result of increased interest and activity in the Old Town Area. The Program will provide financial assistance in the form of a grant to commercial property and/or business owners. to make facade improvements to commercial buildings located within Old Town Placentia District in the city of Placentia.
The goals of the Program are to:
• Facilitate commercial revitalization
• Stimulate private investment and customer patronage
• Preserve and beautify the Old Town Placentia District • Generate shopping opportunities and create a pleasant walking environment by improving the visual aesthetics of commercial building facades.
The objective of the program is to assist in restoring, substantially beautifying, and/or enhancing the entire facade or elevation of a commercial building.
Additionally, Program is intended to assist projects that promote retail activities, create an attractive environment, encourage neighborhood character and architectural design, use quality materials, and incorporate good design concepts.
B. Source of Funds
Funding for the Program will derive from the Community Development Block Grant (CDBG). The funding allocation for this program is based on annual allocations provided by the U.S. Department of Housing and Urban Development (HUD).
The Program will support property owner's investments in eligible improvements to the appearance of their building's exterior facade. The Program will only fund projects that significantly improve the visual appearance of the whole facade of the property from the street. Design and permit fees associated with the City of Placentia — FIP Program Guidelines & Application Page 3 of 38
construction are also eligible projects costs. The following provides the program's criteria for eligibility and the approval process.
C. Program Requirements
Only properties located in the Old Town Placentia District are eligible to apply for the Program.
Old Town Facade Improvement Program Boundary
Future Site
246 Space Parking
Structure
Future Metrolink Station
North/South Platform
• The applicant shall pay up to 50% of the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight. Any supplemental grant funding will be reviewed by the City Administrator on a case -by -case basis and will require City Council approval. • Property owner must submit plans and elevations at the sole expense of the applicant upon receiving application approval by the City. • All applicable Planning and Building permits must be obtained from City. • Applicants for this program are exempt from Planning and Building permit fees by the City Administrator, who is authorized to waive City fees associated with this program. This fee exemption does not apply to fees mandated by the State of California including, but not limited to, the California Green Building Standards fees.
•
Work should ideally be completed within six (6) months of the grant award.
However, if structural issues or other conditions are discovered during the course of construction, then an additional six (6) months may be granted by City of Placentia — FIP Program Guidelines & Application Page 4 of 38
the City. All work should be completed within one (1) year of the grant award
• Commercial buildings and mixed -use. No residential property. • A payment of the grant fund will be made available at the conclusion of the construction.
• Only one grant will be awarded per building within a ten-year period. • Only improvements to facades that directly front a public right-of-way are eligible for funding.
• Any building with a current zoning or building code violation is not eligible for the Program.
• The City Administrator and the Director of Development Services will have the discretion to determine the grant award to either property owner or business owner.
D. Program Priority
The following criteria will be considered as a basis for assigning priority to applications.
1) Properties or areas that historically have been targeted for graffiti and/or are prone to blight.
2) Projects that provided significant value to the Old Town Area or Placentia Metrolink Station.
3) Properties or areas adjacent to new public facilities such as the Parking Structure.
4) Projects that involve a historical restoration/renovation of a building. 5) Properties facing Santa Fe Avenue and/or Bradford Avenue.
City of Placentia — FIP Program Guidelines & Application Page 5 of 38
SECTION II - APPLICANT ELIGIBILITY
REQUIREMENTS
A. Property Ownership
The applicant(s) must be either the current property owner(s) or the current business owner(s) of the building to be rehabilitated in order to be eligible for Program assistance. Business owner(s) must obtain consent from current property owner. Individuals, partnerships, corporations, and other legal entities may apply for assistance. The existing grant deed must list all current owners of the property. Property owner(s) shall be construed to be any person(s) or legal entity that holds title to the subject property. In the case of multiple ownership, the signature of each titleholder is required on all appropriate documents. The City will verify property ownership and require all persons currently on title to give written consent to all work proposed to be performed on the property prior to initiating such work.
B. Program Limitations
If a building or qualified units is occupied by one tenant occupant, the maximum number of applications is one per facade. If a building has multiple independent units, each unit with a separate entrance, which has a wall that qualifies as an exterior facade, may submit a separate application on the basis of one application per facade. For buildings with multiple tenant spaces and one tenant has applied for grant funds under this program for a portion of the building, the proposed work should be consistent with the historic fabric of the building. If a portion of a building has been improved with Program funds, subsequent applications for the remaining portions of the building should be consistent with the prior grant work.
C. Program Exclusions
The following businesses are not eligible to receive Program assistance:
residential, residential rental buildings (apartments), unless connected to mixed use building, home -based businesses, structures not facing the public right-of- way, churches, and other religious institutions.
D. Capacity
Property owners or current business owners must be of legal age and must have the capacity to enter into binding contracts.
E. Conflicts
No member of the City Council and any employee, official, or consultant who exercises any policy decision -making function about the program is eligible for program assistance.
City of Placentia — FIP Program Guidelines & Application Page 6 of 38
SECTION III - PROPERTY ELIGIBILITY
REQUIREMENTS
A. Eligible Commercial Properties
To be eligible for the Program assistance, the property to be rehabilitated must be in the Old Town Placentia District and meet the following requirements:
• Business must be located in the project boundary (see Section 1.C) • Storefront/exterior of the building must be visible from Santa Fe Avenue or Bradford Avenue.
B. Minimum Property Rehabilitation Standards
All work performed under the provisions of this Program shall meet all applicable standards contained in the City's adopted zoning ordinance, local building, and safety codes. The City's Municipal Code can be viewed on the City's website at:
http://gcode.us/codes/placentia/ .
C. Eligible Property Improvements
The City has determined that the Program assistance may only be used for exterior rehabilitation items. Such exterior improvements may include, but are not limited to:
• Murals, if they are professionally done, provide an important aesthetic improvement and/or improve an expanse of wall or surface prone to graffiti
• Historic building restoration (removal of removal of non -historic materials or additions such as stucco and exposing original masonry/brick) • Exterior facade treatments (stucco, brick veneer, paint removal, etc.) • Colonnade replacement with awning, canopy, or other shade solution • Exterior painting of buildings visible from public right-of-way • Facade/brick cleaning
• Signage repair or replacement
• Exterior doors
• Window and window frame replacement
• Exterior lighting and electrical work
• Landscaping related to exterior features
• Permanent exterior signage.
The following improvements are ineligible under this program:
• Any improvements not visible from the public right-of-way or publicly owned space
• Parking Lot resurfacing
• Non -visible mechanical equipment screening
City of Placentia — FIP Program Guidelines & Application Page 7 of 38
• Interior improvements/remodeling
• Temporary, portable, or non -permanent improvements
• New construction
• Business operations -related costs
• Property acquisition, debt refinancing, expansion of building area, or conversion of building use
• Normal maintenance and repair
• HVAC repair/improvements
• Plumbing repairs/improvements.
Applications for property improvements will be prioritized according to the following criteria:
1. Properties or areas that historically have been targeted for graffiti and/or are prone to blight.
2. Projects that provided significant value to the Old Town Placentia District or Placentia Metrolink Station.
3. Properties or areas that lead to new public facilities such as the Parking Structure.
4. Projects that involve a historical restoration/renovation of a building.
5. Properties facing Santa Fe Avenue and/or Bradford Avenue.
1. Mural Projects
For those interested in pursuing a mural project, please see below the requirements for this type of project. All mural projects must be approved by the City Administrator and Director of Development Services.
Content:
The content/subject matter of the mural
shall be of historical significance, reflecting
the growth and development of the City of
Placentia. Murals shall not focus on
individuals, but on broad historical themes.
Potential subject matter may include:
• Images represent historic eras
important to Placentia, such as the
citrus industry period.
• Significant buildings/structures
• Significant events/activities.
City of Placentia — FIP Program Guidelines & Application Page 8 of 38
Construction:
Murals shall be of exceptional design and quality and should incorporate high quality materials that enhance the overall development and appearance of the selected site. In addition:
• Materials used for murals may include paint, tile or mosaic. • The mural shall be designed and installed by a qualified artist/muralist. • Advertising, political, and gang -affiliated type of messages along with content not suitable for persons under 18 years old incorporated into the mural image will be prohibited.
• If the mural should require special lighting or other related construction, all applicable city building permits will be required as part of the installation process.
Some examples of images or themes that meet eligibility requirements:
GROWN b PACKED E,
PLACENTIA ORANGE GROWERSASSN
FULLERTON AND PLACENTIA,
ORANGE co . FAL.
Additional examples can be seen in Section V of the guidelines.
City of Placentia — FIP Program Guidelines & Application Page 9 of 38
The City reserves the right to reject any work of art that differs from the program guideline requirements or does not meet standards of overall development and appearance of selected site. Artwork may be recommended at the discretion of the City Administrator and Director of Development Services.
SECTION IV - PROGRAM PROCEDURES
A. Applicant Intake and Eligibility
1. Application and Required Documents
Applications are available at the Placentia City Hall or online at w www.placentia.org . Each application must be completed in its entirety, signed and submitted with all required documents as listed in the application, including a grant deed, signed proof of ownership or lease agreement. Applications will be reviewed in the order in which they were received. The City will maintain a waiting list for all prospective participants. Incomplete applications will not be processed.
2. Review of application
All complete applications will be date stamped when received and processed in that order. Applications will be subject to review by the Facade Improvement Program Committee (Committee) which will consist of two (2) members of the City Council Housing, Community and Economic Development Committee, City Administrator, Director of Development Services, Deputy Director of Administrative Services, and Senior Management Analyst - Economic Development. Application may be subject to additional review by the Historical Committee, when applicable.
The Committee will evaluate the applications based on program's scoring criteria, which can be found in Appendix B.
Incomplete applications will not be processed until all requested information is submitted. A notification letter will be sent to applicants concerning the approval or denial of the Application. Eligible applicants will be contacted to enter into an agreement with the City and schedule a property inspection.
B. Property Inspection
1. Initial Inspection:
A site visit will be arranged between City Staff and the property owner and/or business owner to undertake an inspection of the building and to City of Placentia — FIP Program Guidelines & Application Page 10 of 38
develop specifications for the Program. Staff will inspect the property to ensure code requirements are met for the exterior of the building.
2. Follow -Up Inspection:
If City Staff finds code violations during the initial inspection, the property owner and/or applicant will be required to correct those violations before continuing in the Program process. A follow-up inspection will be arranged between City Staff and the property owner and/or business owner to ensure the property is up to code.
C. Contractor Selection
1. Procurement:
Applicants may select the contractor. The selected contractor must comply with the City's requirements. The City reserves the right to obtain additional bids/estimates to determine the validity of the proposed project.
2. Contractor Requirements:
The City shall maintain a file for each contractor performing work pursuant to the terms and conditions of this program. The file shall include the following information:
i. Scope of Insurance Coverages
a. Commercial General Liability Insurance
b. Business Automobile Liability Insurance
c. Workers' Compensation and Employer's Liability Insurance d. Professional Errors and Omissions (E&O) Liability Insurance e. Standards for Insurance Companies
ii. Current California contractor's license
iii. City business license
iv. Provide a subcontractor list as applicable
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the listed minimum scope of insurance coverages. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to:
liability arising out of activities performed by on or behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant.
City of Placentia — FIP Program Guidelines & Application Page 11 of 38
Consultant agrees to waive and obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City.
Consultant shall require and verify that all subcontractors maintain insurance meeting all the insurance requirements, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
All contractors shall be required to obtain a business license from the City prior to the issuance of a building permit.
Should the grantee elect to utilize a private contractor, prior approval must be obtained by the City Administrator and Director of Development Services, including approval of the proposed design.
In addition, the Contractor must provide a portfolio of relevant work performed within the last two years related to a facade improvement program or a historic building restoration project.
3. Ineligible Contractors:
i. In accordance with CDBG guidelines, the City and the applicant(s) shall agree not to award any contract for rehabilitation work, to be paid for in whole or in part with proceeds from the Program to any contractor who does not have a valid state contractor's license, who cannot produce sufficient evidence of current worker's compensation and liability insurance coverage, or who is on the federal Housing and Urban Development's (HUD) Debarred Contractor list.
ii. All owners/builders, or any member of the applicant's family or extended family, are considered ineligible, regardless of credentials or license. Any ineligible contractor found working at the job site will be removed immediately, without compensation.
D. Award of Grant
1. Notification:
The City shall notify the selected contractor of the award of the grant award and shall establish date, time, and place for the pre -construction conference. The pre -construction conference will include City Staff, property/business owner(s), and contractor.
City of Placentia — FIP Program Guidelines & Application Page 12 of 38
2. Agreement:
The agreement for the approved facade improvements shall be prepared by the City Attorney's Office and shall be entered between the property/business owner(s) and the City.
3. Private Arrangements:
The City cautions the property/business owner and the contractor not to enter "side deals" for additional work or deviations from the approved scope of work.
4. Pre -Construction Meeting:
Prior to construction, the City will arrange a pre -construction meeting which shall be attended by the contractor, the property/business owner(s), and representative City Staff. The purpose of this meeting is to explain all applicable HUD requirements, explain all Program requirements and procedures, coordinate, and schedule the work start date, and answer questions related to contract documents.
5. Start of Construction:
No work shall commence until a "Notice to Proceed" has been issued to the contractor, signed by the property/business owner(s) and the City. In addition, no work shall commence until all required permits have been issued by the City's Building and Safety Division.
1. The contractor shall contact the Development Services Department to obtain all requirements for plan submittal to obtain building permits for the City's Building and Safety Division. Plans will be reviewed by the City's Building and Safety and Planning Divisions. The contact information for the Development Services Department is as follows:
City of Placentia
Development Services Department
401 East Chapman Avenue
Placentia, CA 92870
Phone: (714) 993-8124
Hours: Monday - Thursday, 7:30 a.m. - 6:00 p.m.
2. Applicants for this program are exempt from Planning and Building permit fees by the City Administrator, who is authorized to waive City fees associated with this program. This fee exemption does not apply to fees mandated by the State of California including, but not limited to, the California Green Building Standards fees.
City of Placentia — FIP Program Guidelines & Application Page 13 of 38
E. Reimbursement Process
1. Upon approval, the City of Placentia will enter into agreement with the applicant and approved work may begin immediately after the agreement is fully executed.
2. Applicants are responsible for obtaining all necessary permits (including building permits) and authorities from the City.
3. Staff will inspect the project to ensure compliance with grant.
4. Work should ideally be completed within six (6) months of the grant award. However, if structural issues or other conditions are discovered during the course of construction, then an additional six (6) months may be granted by the City. All work should be completed within one (1) year of the grant award.
5. All work must comply with approved plans.
6. Grant funds will only be disseminated to the contractor, not the applicant, once the construction of the City -approved improvements have been completed and have been inspected by City Staff.
7. Grant funds will be disseminated upon the issuance of a Notice of Completion by City Staff.
F. Applicant Responsibilities:
1. Property Maintenance:
The property/business owner(s) is/are responsible for property maintenance during the rehabilitation work (contractor is responsible for keeping the property clean of all construction material). The property/business owner(s) is/are responsible for ensuring that the rehabilitation work is not impeded because of their actions or the actions of their tenant(s). The City shall encourage the contractor and his/her employees to provide adequate pedestrian and property protection at the construction site.
2. Property Tax Bills:
Current property tax bills for the subject property must be current. The property owner(s) is/are responsible for ensuring that the property taxes are current. The City will verify that the property taxes for the property are current. If the property's tax statement indicates a delinquency, at the time of the Program application, the City shall not proceed with grant City of Placentia — FIP Program Guidelines & Application Page 14 of 38
processing until it is supplied with a Certificate of Redemption from the Orange County Tax Assessor's Office or other appropriate documentation of proof of payment.
3. Notice of Completion:
The property/business owner(s) is/are responsible for scheduling a final job completed inspection with the City's Building and Safety Division. The City will verify that the project received a passing final inspection. After all requirements have been met, the City will issue a Notice of Completion to the property/business owner(s).
City of Placentia — FIP Program Guidelines & Application Page 15 of 38
SECTION V: EXAMPLES OF
FACADE IMPROVEMENT PROJECTS
Example 1
Type of Project: Mural
Description: These are examples of street walls decorated with faux painted advertising mural. This particular project is located within the Victoria Gardens shopping center in Rancho Cucamonga, CA.
City of Placentia — FIP Program Guidelines & Application
Example 1
Type of Project: Mural/Artwork
IS
i-
E
-
Y7-'
, r' A%
Y
City of Placentia — FIP Program Guidelines & Application Page 17 of 38
Example 2
Type of Project: Historic Building Restoration
Description: This is an example of a historic building restoration project located in the downtown area of Mesa, Arizona.
Before:
After:
City of Placentia — FIP Program Guidelines & Application
Example 3
Type of Project: General Facade improvements
Description: This is an example of property improvement project that included new paint, cornice, siding, windows, doors, awning, detailing and other signage.
Before:
..
After:
a
City of Placentia — FIP Program Guidelines & Application Page 19 of 38
SECTION VI - ADDITIONAL REQUIREMENTS
A. City of Placentia Business License
Applicants must have a current City of Placentia Business License to be eligible to apply for funding. To apply for a Business License or obtain more information, you may visit the Business License Division service counter in City Hall, Monday through Thursday from 7:30 a.m. to 6:00 p.m.
B. Fire and Flood Insurance Requirements
Applicants are obligated to carry sufficient fire insurance coverage on the subject property to be rehabilitated under the provisions of this Program. Prior to any grant assistance, minimum fire insurance coverage shall be provided in an amount which is equivalent to the value of the subject building or structure including the proposed rehabilitation improvements. Uninsured applicants must obtain coverage in the required amount prior to receiving grant assistance.
Applicants in a "Flood Hazard Area" will be required to purchase flood hazard insurance.
C. Substitution of Contractor
In the event that the selected contractor shall fail or refuse to complete the work, in a professional and workman -like manner, as set forth in the Rehabilitation Construction Contract, including its General Conditions and Standard Specifications, or fails to use due diligence in performing the required work, the applicant may terminate the Rehabilitation Construction Contract, upon providing a written notice to the City and Contractor. The City shall assist the applicant in completing the necessary termination document(s) as needed. No further rehabilitation is to commence until an agreement releasing the original contractor from his/her contractual obligations is on file with the City, and a new contract is signed between the substitute contractor and the property owner(s).
D. Non -commencement by Original Contractor
The applicant shall notify the City in writing that the original selected contractor has failed to perform the rehabilitation work and the reason(s) why a substitute contractor has been requested. The applicant(s) shall obtain additional bids from contractors willing to perform the rehabilitation work. A new Rehabilitation Construction Contract, Notice to Proceed, and Waiver and Hold Harmless Agreement shall be prepared by the City and appropriately signed.
The City shall inspect the job site and compile a list of incomplete or unacceptable items to determine the extent of work to be completed by the substitute contractor.
City of Placentia — FIP Program Guidelines & Application Page 20 of 38
A meeting shall be held between the City, the applicant(s) and the original contractor to establish an amount and method of payment for any work which has been completed in accordance with the agreement. Funds withheld from the original contractor shall be identified. Lien releases and invoices from the original contractor and subcontractor(s) shall be provided. The City shall prepare a revised work write-up, based upon the inspection findings, which shall contain only those items necessary to complete the job. The applicant(s) shall obtain bids from contractors willing to perform such work, and to the extent possible, ensure that the new contract does not exceed available grant funding. A new Rehabilitation Agreement and Notice to Proceed shall be prepared by the City and appropriately signed.
E. Maintenance Requirements
By accepting grant funds, the applicant(s) commits to properly maintain all improvements and to keep storefronts/the front exterior, as well as sides and back of buildings, clean and free of graffiti for a minimum of ten (10) years at the property/business owner(s)'s expense. Any damage to the fagade is to be repaired immediately by the applicant so that the building remains in good condition and positively contributes to the business area. On an ongoing basis, the applicant is required to touch-up painted areas and perform any other repairs needed to maintain building appearance including the annual cleaning of awnings (if applicable) at the property/business owner(s)'s expense.
SECTION VII - AMENDMENTS
Amendments to these guidelines may be made from time to time by the City. Vested authority shall be granted to the City Administrator or his/her designee to grant a minor waiver or make minor amendments to these guidelines, with the exception of Federal regulations. All major amendments to these guidelines shall be approved by the City Council.
City of Placentia — FIP Program Guidelines & Application Page 21 of 38
Appendix A
Old Town Facade Improvement Program Application
City of Placentia — FIP Program Guidelines & Application Page 22 of 38
CHECKLIST
CITY OF PLACENTIA
OLD TOWN FACADE IMPROVEMENT PROGRAM
APPLICATION
Complete this checklist to ensure all required documents are included. Incomplete applications will not be considered.
❑
Complete Old Town Facade Improvement Application
❑
Organizational Documentation. (Articles of Incorporation, LLC Operating Agreement, etc.) ❑
Personal Background Exhibits
❑
Owner's Signature on Application - Required if Applicant is not the owner of the property. ❑
List of All Tenants and Businesses in the Building.
❑
Copy of Applicant's City Business License. I Check here if not applicable. ❑
Statement of Project Description.
A written statement of what the facade project will involve. Provide as much detail as possible, including what you are changing or replacing, type of new materials to be used, color, location on facade, etc.
❑
Photographs of Existing Facade.
Submit several photos of your building in its current condition. If necessary, also take several photos of buildings in the area to demonstrate that your proposed improvements will maintain the character of the area. Be sure to label each photo and indicate the improvements you are or000sing to make in each. Photos must be submitted electronically in JPEG format. ❑
Drawings of Proposed Facade Improvements.
Include a concept drawing of what the site will look like after work is completed. For larger projects involving a major scope of work, include copies of your renovation plan containing elevations and site plans. For smaller projects, a simple sketch may be appropriate at the City's sole discretion. In addition to a conceptual drawing, include product sample sheets of design elements such as windows, doors, lighting, canopies, etc. showing colors, size, type of material, etc.
❑
Detailed Cost Estimates Bids for Proposed Improvements.
You must submit a minimum of two cost estimates from qualified contractors. Estimates should include all details of the approved scope of work.
❑
Other:
Return all completed applications with all required attachments to:
City of Placentia
Administration Department
401 East Chapman Avenue
Placentia, CA 92870
City of Placentia — FIP Program Guidelines & Application Page 23 of 38
PROJECT INFORMATION
Applicant Information
Name:
Phone:
Building Address for the Program:
Email:
Federal Tax ID#:
Property Owner Information
Name:
Years Owned:
Address:
Phone:
City:
State:
Zip:
Email:
Type of Ownership:
Property Owner's Signature - Improvements
Approved:
Business Owner Information
Name of Business:
Project Owner's Name:
Address:
Phone:
City:
State:
Zip:
Email:
Type of Business:
Business Owner's Signature - Improvements
Approved:
City of Placentia — FIP Program Guidelines & Application
Contractor Information
Name of Business:
Contractor's Representative
Name:
Address:
Phone:
City:
State:
Zip:
Email:
Type of Business:
Tax ID#:
California State Contractor's License#:
City of Placentia Business License#:
Contractor's Signature - Improvements
Approved:
Statement of Project Description:
Please describe the scope of the proposed improvements below (include a summary of the building's current condition, areas to be improved and how, as well as any proposed materials or colors). You may attach additional sheets if necessary or use a separate page to provide a written statement.
City of Placentia - FIP Program Guidelines & Application Page 25 of 38
Scope of Work:
You may attach additional sheets if necessary or use a separate page to complete the items below.
Proposed Improvement Budget
Item Description
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Grand Total Amount: $
Requested Facade Improvement Program Grant Amount: $
Project Timeline
City of Placentia — FIP Program Guidelines & Application Page 26 of 38
a recipient of funds from
for statistical purposes
is required to submit
to HUD. For your
on the basis of this
will result in the City of
A.
B.
box in Row C.
DEMOGRAPHIC INFORMATION
The following information is required by the City of Placentia, the U.S. Department of Housing and Urban Development (HUD) only (Section 570.506 (g) (2) of 24 CFR). The City of Placentia Grantee Performance Reports for statistical information purposes protection, the law provides that a lender may not discriminate information. Failure to provide this information, however, Placentia not funding your grant.
• The applicant and co -applicant are each to mark one box only. • If you are of a single race, you will only check a box in Row • If you are of multiple races, you will only check a box in Row • If you are of Hispanic/Latina Ethnicity, you will only check a Demographic Information for Grantee Performance
Report
Applicant
Co -
Applicant
A
Single Race Category
American Indian or Alaska
Native
H
❑
Asian
❑
❑
Black or African American
❑
❑
Native Hawaiian or Pacific
Islander
❑
❑
White
❑
❑
B
Multiple Race
Combination
American Indian/Alaska
Native & White
❑
❑
Asian & White
❑
❑
Black or African American &
White
❑
❑
American Indian/Alaska
Native & Black or African
American
❑
❑
Balance or Other
❑
❑
C
Hispanic/Latino
Ethnicity
Mexican/Chicano
❑
❑
Puerto Rican
❑
❑
Cuban
❑
❑
Other Hispanic/Latino
❑
❑
City of Placentia — FIP Program Guidelines & Application Page 27 of 38
GENERAL CONDITIONS
• The applicant is solely responsible for all safety conditions and compliance with all municipal, county, state, and federal safety regulations, building codes, ordinances, labor and wage laws, and other applicable regulations. • Work completed prior to final grant approval is not eligible for funding. The applicant will not seek to hold the City of Placentia and/or its agents, employees, officers, and/or directors liable for any property damage, personal injury, or other loss relating in any way to the Old Town Facade Improvement Program. • The applicant agrees to maintain the property and improvements for a minimum of ten (10) years.
• The applicant authorizes the City of Placentia to promote an approved project, including but not limited to displaying a sign at the site, during and after construction, and using photographs and descriptions of the project in City of Placentia materials and press releases.
• The applicant understands the City of Placentia reserves the right to make changes in conditions of the Old Town Facade Grant Program as warranted. • All agreements must include attachment of HUD Form #4010: "Federal Labor Standards Provisions", which can be obtained from Administration Staff, as well as the applicable prevailing wage rates for the project. • If at any time you wish to withdraw your application, you must notify the City of Placentia Administration Department in writing at 401 East Chapman Avenue, Placentia, CA 92870, as soon as possible.
City of Placentia — FIP Program Guidelines & Application Page 28 of 38
APPLICATION CERTIFICATION
Please read the statements below and certify that you understand:
I/we certify that the building owner is the owner of the property.
I/we certify that there are no current code enforcement actions pending against this property*.
I/we have attached a copy of all current leases from the building to be rehabilitated.
I/we have attached relevant photos of the building fagade(s) to be included in this program.
I/we have reviewed the program overview and guidelines, have familiarity with responsibilities of each party and understand that:
o The Old Town Facade Improvement is paid to the contractor as reimbursement of paid invoices.
o All services to be performed by contractors shall be the subject of agreement between applicant and contractor(s).
o The Agency shall not assume any liability for such agreements, except as specifically authorized by the program.
I/we have read and understand the City of Placentia program guidelines, accept the qualifications and conditions and through signature(s) below, certify that I/we are qualified and will abide by such conditions set forth in this application and all reasonable conditions which may be issued by the City of Placentia in the implementation of this program. I understand that this is a voluntary program, under which the City of Placentia has the right to approve or deny any project or proposal or portions thereof.
Applicant(s) Signature Date
Property Owner's Signature Date
(if separate from applicant)
City of Placentia — FIP Program Guidelines & Application Page 29 of 38
Appendix B
Scoring Criteria
City of Placentia — FIP Program Guidelines & Application Page 30 of 38
Old Town Fagade Improvement Program
Scoring Criteria
Applications to the Old Town Facade Improvement Program will be evaluated by the Facade Improvement Program Committee using this scoring system. The Committee will consist of two (2) members of the City Council Housing, Community and Economic Development Committee, City Administrator, Director of Development Services, Deputy Director of Administrative Services, and Senior Management Analyst - Economic Development. In addition to the Scoring Criteria, applicants must meet all other program requirements outlined in the Fagade Improvement Guidelines to be considered for funding. Based on funding availability, the applicant(s) with the highest combined scores from Facade Improvement Program Committee will be awarded. A score of 4 is the highest for each category and a score of 1 is the lowest for each category.
APPLICANT: PHONE NUMBER
ADDRESS:
RATER NAME: DATE:
VISIBILITY: Certain buildings and businesses are important to downtown's character because of their location, size, and/or architectural details.
The building is highly susceptible to graffiti.
1 2
3 4
Key, highly visible elements of the building will be improved. 1 2
3 4
The building is highly visible due to its location (prominent intersection, directly facing Bradford Avenue/Santa Fe Avenue, larger than surrounding properties, etc.).
1 2
3 4
Improvements will significantly impact revitalization efforts downtown. 1 2
3 4
DESIGN: Some changes may benefit a property's aesthetics significantly.
The plan is consistent with Placentia's Old Town Revitalization Plan design guidelines and development standards.
1 2
3 4
Proposed improvements will enhance the aesthetics of the building and surrounding Old Town Placentia.
1 2
3 4
The proposed work complements neighboring property.
1 2
3 4
A professional designer contributed to the plan.
1 2
3 4
Historic characteristics are enhanced and/or restored.
1 2
3 4
City of Placentia — FIP Program Guidelines & Application Page 31 of 38
SUSTAINABILITY/PERMANENCE: some improvements have a greater, lasting value than others and will remain relevant to the property over time. Priority will be given to project with significant permanence.
Improvements are more than temporary cosmetic touches. Improvements have lasting value and will enhance the integrity of the property. 1 2 3 4
Project includes a maintenance plan for the improvements. 1 2 3 4
Applicant owns the building and plans to invest in additional projects. 1 2 3 4
IP
COMMUNITY CONTRIBUTIONS: Businesses that focus on the community as a whole build a better place for people to live, visit, work, and play. Priority will be given to businesses that actively contribute to the community.
The property has no current code violations or past violations that have been documented.
1 2 3 4
Applicant keeps area around the business clean and free of debris on a consistent basis.
1 2 3 4
Applicant participates in downtown organizations and events that promote the community.
1 2 3 4
Applicant actively promotes the community and their business. 1 2 3 4
I IF
BONUS:
The project overwhelming positively impacts economic activity in the community.
1 2 3 4
TOTAL
COMMENTS:
RATER SIGNATURE:
City of Placentia — FIP Program Guidelines & Application Page 32 of 38
Appendix C
Facade Improvement Program Grant Agreement
(Sample Only)
City of Placentia — FIP Program Guidelines & Application Page 33 of 38
CITY OF PLACENTIA
Facade Improvement Program Grant Agreement
THIS AGREEMENT, entered into this day of ,
, between the City of Placentia, CA (hereinafter referred to as "City") and the following designated OWNER/LESSEE, to witness:
Owner Name:
Lessee's Name:
Name of Business:
Business Tax ID#/Social Security#:
Address of Property to be improved:
WITNESSETH:
WHEREAS, the City of Placentia has established a Facade Improvement Program for application within the Old Town Placentia District ("District"); and WHEREAS, said Facade Improvement Program is administered by the City with the advice of the City Council and is funded by the Community Development Block Grant Funds (CDBG) under the U.S. Depaitiuent of Housing and Urban Development for the purposes of controlling and preventing blight and deterioration within the District; and WHEREAS, pursuant to the Facade Improvement Program, the City has agreed to participate, subject to its sole discretion in reimbursing owners/lessees/contractor for eligible exterior improvements to commercial establishments within the District up to 50% of the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight; and WHEREAS, the Owner/Lessee's property is located within the District, and the Owner/Lessee desires to participate in the Facade Improvement Program pursuant to the terms and provisions of this Agreement.
NOW THEREFORE, in consideration of the mutual covenants and agreements obtained herein, the City and the Owner/Lessee's do hereby agree as follows:
SECTION 1
With respect to the facade improvements to the structural elevation fronting a public roadway and related improvements, the City shall reimburse the CONTRACTOR up to 50% of City of Placentia — FIP Program Guidelines & Application Page 34 of 38
the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight.
The actual total reimbursement amounts per this Agreement shall not exceed up to 50% of the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight for facade improvements. The improvement costs, which are eligible for City reimbursement, include all labor, materials, equipment, and other contract items necessary for the proper execution of the work as shown on the plans, design drawings, specifications, and estimates approved by the City. Such plans, design drawings, specifications, and estimates are attached hereto as EXHIBIT A.
SECTION 2
No improvement work shall be undertaken until its design has been submitted to and approved by the City. Following approval, the OWNER/LESSEE shall contract for the work and shall commence and complete all such work within one hundred eighty days (180) from the date of such approval. The OWNER/LESSEE may request a ninety -day (90) extension provided there is a demonstrated hardship.
SECTION 3
The City shall periodically review the progress of the contractor's work on the facade improvements pursuant to the Agreement. Such inspections shall not replace any required permit inspection by the Building Inspectors. All work which is not in conformance with the approved plans, design drawings, and specifications shall be immediately remedied by the OWNER/LESSEE and deficient or improper work shall be replaced and made to comply with the approved plans, design drawings, and specifications and the terms of this Agreement.
SECTION 4
Upon completion of the improvements and upon their final inspection and approval by the City, the OWNER/LESSEE shall submit to the City a properly executed and notarized contractor statement showing the full cost of the work as well as each separate component amount due to the contractor and each and every subcontractor involved in furnishing labor, materials, or equipment necessary to complete the facade improvement related work. In addition, the OWNER/LESSEE shall submit to the City proof of payment of the contract cost pursuant to the contractor's statement and final lien waivers from all contractors and subcontractors. The OWNER/LESSEE shall also submit to the City a copy of the architect's statement of fees for professional services for preparation of plans and specifications for the facade improvements. The City shall, within forty-five (45) days of receipt of the contractor's statement, proof of payment, and lien waivers, and the architect's statement, issue a check to the contractor as reimbursement in the total grant amount stated in SECTION 1 of this Agreement.
SECTION 5
If the OWNER/LESSEE or the OWNER/LESSEE'S CONTRACTOR fails to complete the improvement work provided for herein in conformity with the approved plans, design drawings, and specifications and the terms of this Agreement, then upon written notice being given by the City to the OWNER/LESSEE, by certified mail to the address listed above, this City of Placentia — FIP Program Guidelines & Application Page 35 of 38
Agreement shall terminate and the financial obligation on the part of the City shall cease and become null and void.
SECTION 6
This Agreement shall be binding upon the City and upon the OWNER/LESSEE and its successors, to said property for a period of ten (10) years from and after the date of completion and approval of the facade improvements provided herein unless otherwise agreed upon by the parties in writing. It shall be the responsibility of the OWNER/LESSEE to inform subsequent OWNER(S)/LESSEE(S) of the provisions of this Agreement.
SECTION 7
The OWNER/LESSEE agrees to maintain the Improvements at his/her sole expense for a period of ten (10) years unless otherwise agreed upon by the parties in writing. In the event that the OWNER/LESSEE fails to maintain the Improvements, the City may issue a thirty -day written notice to the OWNER/LESSEE to correct any maintenance deficiencies. If the OWNER/LESSEE fails to correct the stated deficiencies within 30 days of the notice, the City may cause any maintenance or repair work to be performed at the OWNER's expense.
SECTION 8
In the event that the OWNER sells or conveys the property prior to the termination date of the Facade Improvement Grant Agreement, the OWNER/LESSEE shall declare the existing encumbrance to buyer and buyer must assume the remaining obligation and terms of the original Facade Improvement Grant Agreement. If the OWNER fails to obtain such agreement, the OWNER/LESSEE must repay the Reimbursement Amount to the City as follows:
a. If the OWNER sells or conveys the property within ten (10) years of execution of this Agreement, 100% of the Reimbursement Amount will become due to the City immediately upon sale or conveyance of the Property.
After ten (10) years of successful maintenance of all facade improvements, the OWNER/LESSEE will be relieved of all financial obligations to the City.
SECTION 9
The OWNER/LESSEE agrees to comply with all the requirements now in force, or which may hereafter be in force, of all municipal, county, state and federal laws, pertaining to the development and use of the Property and construction of the facade improvements, as well as operations conducted on the Property. The OWNER/LESSEE agrees that the City shall not be liable for, and covenants and agrees to protect, defend, indemnify, and hold free and harmless the City and its officers, officials, employees, agents, and volunteers, at the OWNER/LESSEE'S sole expense, from and against any and all losses, claims, damages, liabilities, demands, suits, expenses, or other legal proceedings of every conceivable kind, character and nature whatsoever arising out of, resulting from noncompliance with all municipal, county, state and federal laws.
The OWNER/LESSEE will require any CONTRACTOR to comply with the above cited Local, State and Federal Laws, and will incorporate these laws in any written agreement between the OWNER/LESSEE and a CONTRACTOR.
City of Placentia — FIP Program Guidelines & Application Page 36 of 38
SECTION 10
No member, official, agent, legal counsel or employee of the City shall be personally liable to the Participant, or any successor in interest in the event of any default or breach by the City or for any amount which may become due to OWNER/LESSEE or successor or on any obligation under the terms of this Agreement.
SECTION 11
The OWNER/LESSEE releases the City from, and covenants and agrees that the City shall not be liable for, and covenants and agrees to protect, defend, indemnify and hold free and harmless the City and its officers, officials, employees, agents, and volunteers, at the OWNER/LESSEE'S sole expense, from and against any and all losses, claims, damages, liabilities, expenses, or other legal proceedings of every conceivable kind, character and nature whatsoever arising out of, resulting from or in any way connected with directly or indirectly with the facade improvement(s). The OWNER/LESSEE further covenants and agrees to pay for or reimburse the City and its officers, officials, employees, agents, and volunteers for any and all costs, reasonable attorney's fees, liabilities, or expenses incurred in connection with investigating, defending against or otherwise in connection with any such losses, claims, damages, liabilities, or causes of action. The City shall have the right to select legal counsel and to approve any settlement in connection with such losses, claims, damages, liabilities, or causes of action. The provisions of this section shall survive the completion of said facade improvement(s).
SECTION 12
Nothing herein is intended to limit, restrict, or prohibit the OWNER/LESSEE from undertaking any other work in or about the subject premises, which is unrelated to the facade improvement provided for in this Agreement.
IN WITNESS THEREOF, the parties hereto have executed this Agreement on the date first appearing above.
PROPERTY OWNER CITY OF PLACENTIA
Name City Administrator
Signature Signature
BUSINESS OWNER CONTRACTOR'
Name Name
' Contractor's signature is an acknowledgement by Contractor of its understanding and acceptance of the terms of payment under this agreement between the City and the OWNER/LESSEE.
City of Placentia — FIP Program Guidelines & Application Page 37 of 38
Signature Signature
Tax ID#:
Contractors State License#:
City of Placentia — FIP Program Guidelines & Application Page 38 of 38
CITY OF PLACENTIA
ADMINISTRATION DEPARTMENT
401 EAST CHAPMAN AVENUE
PLACENTIA, CA 92870
(714) 993- 8277
OLD TOWN
FAADE IMPROVEMENT
PROGRAM
GUIDELINES AND APPLICATION
City of Placentia — 401 E. Chapman Avenue — Placentia, CA 92870
Table of Contents
SECTION I - OVERVIEW OF PROGRAM 3
A. Purpose, Goal and Objective of Program 3
B. Source of Funds 3
C. Program Requirements 4
D. Program Priority 5
SECTION II - APPLICANT ELIGIBILITY REQUIREMENTS 6
A. Property Ownership 6
B. Program Exclusions 6
C. Capacity 6
D. Conflicts 6
SECTION I I I - PROPERTY ELIGIBILITY REQUIREMENTS 7
A. Eligible Commercial Properties 7
B. Minimum Property Rehabilitation Standards 7
C. Eligible Property Improvements 7
1. Mural Projects 8
SECTION IV - PROGRAM PROCEDURES 10
A. Applicant Intake and Eligibility 10
1. Application and Required Documents 10
2. Review of Application 10
B. Property Inspection 10
1. Initial Inspection 10
2. Follow -Up Inspection: 11
C. Contractor Selection 11
1. Procurement 11
2. Contractor Requirements 11
3. Ineligible Contractors 12
D. Award of Grant 12
1. Notification 12
2. Agreement 13
3. Private Arrangements 13
4. Pre -Construction Meeting 13
5. Start of Construction 13
City of Placentia — FIP Program Guidelines & Application Page 1 of 38
E. Reimbursement Process 14
F. Applicant Responsibilities 14
1. Property Maintenance 14
2. Property Tax Bills 14
3. Notice of Completion 15
SECTION V: EXAMPLES OF FA9ADE IMPROVEMENT PROJECTS 16
SECTION VI - ADDITIONAL REQUIREMENTS 20
A. City of Placentia Business License 20
B. Fire and Flood Insurance Requirements 20
C. Substitution by Contractor 20
D. Non -commencement by Original Contractor 20
E. Maintenance Requirements 21
SECTION VII - AMENDMENTS 21
APPENDIX A - OLD TOWN FACADE GRANT PROGRAM APPLICATION 23 APPENDIX B - SCORING CRITERIA 30
APPENDIX C - FA9ADE IMPROVEMENT GRANT AGREEMENT 33
City of Placentia — FIP Program Guidelines & Application Page 2 of 38
SECTION I - OVERVIEW OF PROGRAM
A. Purpose, Goal and Objective of Program
The City of Placentia, in its continuing effort to support the development of the Old Town Placentia District, has created the Old Town Facade Improvement Program (Program) for all property owners within the District. The Program, in concert with the Old Town Placentia Revitalization Plan, will continue the process of creating a more inviting character for the Old Town area. The purpose of the Program is to enhance economic opportunities in the Old Town Placentia District, and to encourage additional investment in the City's historic downtown district.
The Program will help create a pedestrian -friendly, aesthetically pleasing environment for residents, visitors, and tourists, and may also create substantial economic benefits for merchants and property owners as a result of increased interest and activity in the Old Town Area. The Program will provide financial assistance in the form of a grant to commercial property and/or business owners. to make facade improvements to commercial buildings located within Old Town Placentia District in the city of Placentia.
The goals of the Program are to:
• Facilitate commercial revitalization
• Stimulate private investment and customer patronage
• Preserve and beautify the Old Town Placentia District • Generate shopping opportunities and create a pleasant walking environment by improving the visual aesthetics of commercial building facades.
The objective of the program is to assist in restoring, substantially beautifying, and/or enhancing the entire facade or elevation of a commercial building.
Additionally, Program is intended to assist projects that promote retail activities, create an attractive environment, encourage neighborhood character and architectural design, use quality materials, and incorporate good design concepts.
B. Source of Funds
Funding for the Program will derive from the Community Development Block Grant (CDBG). The funding allocation for this program is based on annual allocations provided by the U.S. Department of Housing and Urban Development (HUD).
The Program will support property owner's investments in eligible improvements to the appearance of their building's exterior facade. The Program will only fund projects that significantly improve the visual appearance of the whole facade of the property from the street. Design and permit fees associated with the City of Placentia — FIP Program Guidelines & Application Page 3 of 38
construction are also eligible projects costs. The following provides the program's criteria for eligibility and the approval process.
C. Program Requirements
Only properties located in the Old Town Placentia District are eligible to apply for the Program.
Old Town Facade Improvement Program Boundary
Future Site
246 Space Parking
Structure
Future Metrolink Station
North/South Platform
• The applicant shall pay up to 50% of the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight. Any supplemental grant funding will be reviewed by the City Administrator on a case -by -case basis and will require City Council approval. • Property owner must submit plans and elevations at the sole expense of the applicant upon receiving application approval by the City. • All applicable Planning and Building permits must be obtained from City. • Applicants for this program are exempt from Planning and Building permit fees by the City Administrator, who is authorized to waive City fees associated with this program. This fee exemption does not apply to fees mandated by the State of California including, but not limited to, the California Green Building Standards fees.
• Work should ideally be completed within six (6) months of the grant award.
However, if structural issues or other conditions are discovered during the course of construction, then an additional six (6) months may be granted by City of Placentia — FIP Program Guidelines & Application Page 4 of 38
the City. All work should be completed within one (1) year of the grant award
• Commercial buildings and mixed -use. No residential property. • A payment of the grant fund will be made available at the conclusion of the construction.
• Only one grant will be awarded per building within a ten-year period. • Only improvements to facades that directly front a public right-of-way are eligible for funding.
• Any building with a current zoning or building code violation is not eligible for the Program.
• The City Administrator and the Director of Development Services will have the discretion to determine the grant award to either property owner or business owner.
D. Program Priority
The following criteria will be considered as a basis for assigning priority to applications.
1) Properties or areas that historically have been targeted for graffiti and/or are prone to blight.
2) Projects that provided significant value to the Old Town Area or Placentia Metrolink Station.
3) Properties or areas adjacent to new public facilities such as the Parking Structure.
4) Projects that involve a historical restoration/renovation of a building. 5) Properties facing Santa Fe Avenue and/or Bradford Avenue.
City of Placentia — FIP Program Guidelines & Application Page 5 of 38
SECTION II - APPLICANT ELIGIBILITY
REQUIREMENTS
A. Property Ownership
The applicant(s) must be either the current property owner(s) or the current business owner(s) of the building to be rehabilitated in order to be eligible for Program assistance. Business owner(s) must obtain consent from current property owner. Individuals, partnerships, corporations, and other legal entities may apply for assistance. The existing grant deed must list all current owners of the property. Property owner(s) shall be construed to be any person(s) or legal entity that holds title to the subject property. In the case of multiple ownership, the signature of each titleholder is required on all appropriate documents. The City will verify property ownership and require all persons currently on title to give written consent to all work proposed to be performed on the property prior to initiating such work.
B. Program Limitations
If a building or qualified units is occupied by one tenant occupant, the maximum number of applications is one per facade. If a building has multiple independent units, each unit with a separate entrance, which has a wall that qualifies as an exterior facade, may submit a separate application on the basis of one application per facade. For buildings with multiple tenant spaces and one tenant has applied for grant funds under this program for a portion of the building, the proposed work should be consistent with the historic fabric of the building. If a portion of a building has been improved with Program funds, subsequent applications for the remaining portions of the building should be consistent with the prior grant work.
C. Program Exclusions
The following businesses are not eligible to receive Program assistance:
residential, residential rental buildings (apartments), unless connected to mixed use building, home -based businesses, structures not facing the public right-of- way, churches, and other religious institutions.
D. Capacity
Property owners or current business owners must be of legal age and must have the capacity to enter into binding contracts.
E. Conflicts
No member of the City Council and any employee, official, or consultant who exercises any policy decision -making function about the program is eligible for program assistance.
City of Placentia — FIP Program Guidelines & Application Page 6 of 38
SECTION III - PROPERTY ELIGIBILITY
REQUIREMENTS
A. Eligible Commercial Properties
To be eligible for the Program assistance, the property to be rehabilitated must be in the Old Town Placentia District and meet the following requirements:
• Business must be located in the project boundary (see Section 1.C) • Storefront/exterior of the building must be visible from Santa Fe Avenue or Bradford Avenue.
B. Minimum Property Rehabilitation Standards
All work performed under the provisions of this Program shall meet all applicable standards contained in the City's adopted zoning ordinance, local building, and safety codes. The City's Municipal Code can be viewed on the City's website at:
http://gcode.us/codes/placentia/ .
C. Eligible Property Improvements
The City has determined that the Program assistance may only be used for exterior rehabilitation items. Such exterior improvements may include, but are not limited to:
• Murals, if they are professionally done, provide an important aesthetic improvement and/or improve an expanse of wall or surface prone to graffiti
• Historic building restoration (removal of removal of non -historic materials or additions such as stucco and exposing original masonry/brick) • Exterior facade treatments (stucco, brick veneer, paint removal, etc.) • Colonnade replacement with awning, canopy, or other shade solution • Exterior painting of buildings visible from public right-of-way • Facade/brick cleaning
• Signage repair or replacement
• Exterior doors
• Window and window frame replacement
• Exterior lighting and electrical work
• Landscaping related to exterior features
• Permanent exterior signage.
The following improvements are ineligible under this program:
• Any improvements not visible from the public right-of-way or publicly owned space
• Parking Lot resurfacing
• Non -visible mechanical equipment screening
City of Placentia — FIP Program Guidelines & Application Page 7 of 38
• Interior improvements/remodeling
• Temporary, portable, or non -permanent improvements
• New construction
• Business operations -related costs
• Property acquisition, debt refinancing, expansion of building area, or conversion of building use
• Normal maintenance and repair
• HVAC repair/improvements
• Plumbing repairs/improvements.
Applications for property improvements will be prioritized according to the following criteria:
1. Properties or areas that historically have been targeted for graffiti and/or are prone to blight.
2. Projects that provided significant value to the Old Town Placentia District or Placentia Metrolink Station.
3. Properties or areas that lead to new public facilities such as the Parking Structure.
4. Projects that involve a historical restoration/renovation of a building.
5. Properties facing Santa Fe Avenue and/or Bradford Avenue.
1. Mural Projects
For those interested in pursuing a mural project, please see below the requirements for this type of project. All mural projects must be approved by the City Administrator and Director of Development Services.
Content:
The content/subject matter of the mural
shall be of historical significance, reflecting
the growth and development of the City of
Placentia. Murals shall not focus on
individuals, but on broad historical themes.
Potential subject matter may include:
• Images represent historic eras
important to Placentia, such as the
citrus industry period.
• Significant buildings/structures
• Significant events/activities.
City of Placentia — FIP Program Guidelines & Application Page 8 of 38
Construction:
Murals shall be of exceptional design and quality and should incorporate high quality materials that enhance the overall development and appearance of the selected site. In addition:
• Materials used for murals may include paint, tile or mosaic. • The mural shall be designed and installed by a qualified artist/muralist. • Advertising, political, and gang -affiliated type of messages along with content not suitable for persons under 18 years old incorporated into the mural image will be prohibited.
• If the mural should require special lighting or other related construction, all applicable city building permits will be required as part of the installation process.
Some examples of images or themes that meet eligibility requirements:
GROWN b PACKED E,
PLACENTIA ORANGE GROWERSASSN
FULLERTON AND PLACENTIA,
ORANGE co . FAL.
Additional examples can be seen in Section V of the guidelines.
City of Placentia — FIP Program Guidelines & Application Page 9 of 38
The City reserves the right to reject any work of art that differs from the program guideline requirements or does not meet standards of overall development and appearance of selected site. Artwork may be recommended at the discretion of the City Administrator and Director of Development Services.
SECTION IV - PROGRAM PROCEDURES
A. Applicant Intake and Eligibility
1. Application and Required Documents
Applications are available at the Placentia City Hall or online at w www.placentia.org . Each application must be completed in its entirety, signed and submitted with all required documents as listed in the application, including a grant deed, signed proof of ownership or lease agreement. Applications will be reviewed in the order in which they were received. The City will maintain a waiting list for all prospective participants. Incomplete applications will not be processed.
2. Review of application
All complete applications will be date stamped when received and processed in that order. Applications will be subject to review by the Facade Improvement Program Committee (Committee) which will consist of two (2) members of the City Council Housing, Community and Economic Development Committee, City Administrator, Director of Development Services, Deputy Director of Administrative Services, and Senior Management Analyst - Economic Development. Application may be subject to additional review by the Historical Committee, when applicable.
The Committee will evaluate the applications based on program's scoring criteria, which can be found in Appendix B.
Incomplete applications will not be processed until all requested information is submitted. A notification letter will be sent to applicants concerning the approval or denial of the Application. Eligible applicants will be contacted to enter into an agreement with the City and schedule a property inspection.
B. Property Inspection
1. Initial Inspection:
A site visit will be arranged between City Staff and the property owner and/or business owner to undertake an inspection of the building and to City of Placentia — FIP Program Guidelines & Application Page 10 of 38
develop specifications for the Program. Staff will inspect the property to ensure code requirements are met for the exterior of the building.
2. Follow -Up Inspection:
If City Staff finds code violations during the initial inspection, the property owner and/or applicant will be required to correct those violations before continuing in the Program process. A follow-up inspection will be arranged between City Staff and the property owner and/or business owner to ensure the property is up to code.
C. Contractor Selection
1. Procurement:
Applicants may select the contractor. The selected contractor must comply with the City's requirements. The City reserves the right to obtain additional bids/estimates to determine the validity of the proposed project.
2. Contractor Requirements:
The City shall maintain a file for each contractor performing work pursuant to the terms and conditions of this program. The file shall include the following information:
i. Scope of Insurance Coverages
a. Commercial General Liability Insurance
b. Business Automobile Liability Insurance
c. Workers' Compensation and Employer's Liability Insurance d. Professional Errors and Omissions (E&O) Liability Insurance e. Standards for Insurance Companies
ii. Current California contractor's license
iii. City business license
iv. Provide a subcontractor list as applicable
Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the listed minimum scope of insurance coverages. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to:
liability arising out of activities performed by on or behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant.
City of Placentia — FIP Program Guidelines & Application Page 11 of 38
Consultant agrees to waive and obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City.
Consultant shall require and verify that all subcontractors maintain insurance meeting all the insurance requirements, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
All contractors shall be required to obtain a business license from the City prior to the issuance of a building permit.
Should the grantee elect to utilize a private contractor, prior approval must be obtained by the City Administrator and Director of Development Services, including approval of the proposed design.
In addition, the Contractor must provide a portfolio of relevant work performed within the last two years related to a facade improvement program or a historic building restoration project.
3. Ineligible Contractors:
i. In accordance with CDBG guidelines, the City and the applicant(s) shall agree not to award any contract for rehabilitation work, to be paid for in whole or in part with proceeds from the Program to any contractor who does not have a valid state contractor's license, who cannot produce sufficient evidence of current worker's compensation and liability insurance coverage, or who is on the federal Housing and Urban Development's (HUD) Debarred Contractor list.
ii. All owners/builders, or any member of the applicant's family or extended family, are considered ineligible, regardless of credentials or license. Any ineligible contractor found working at the job site will be removed immediately, without compensation.
D. Award of Grant
1. Notification:
The City shall notify the selected contractor of the award of the grant award and shall establish date, time, and place for the pre -construction conference. The pre -construction conference will include City Staff, property/business owner(s), and contractor.
City of Placentia — FIP Program Guidelines & Application Page 12 of 38
2. Agreement:
The agreement for the approved facade improvements shall be prepared by the City Attorney's Office and shall be entered between the property/business owner(s) and the City.
3. Private Arrangements:
The City cautions the property/business owner and the contractor not to enter "side deals" for additional work or deviations from the approved scope of work.
4. Pre -Construction Meeting:
Prior to construction, the City will arrange a pre -construction meeting which shall be attended by the contractor, the property/business owner(s), and representative City Staff. The purpose of this meeting is to explain all applicable HUD requirements, explain all Program requirements and procedures, coordinate, and schedule the work start date, and answer questions related to contract documents.
5. Start of Construction:
No work shall commence until a "Notice to Proceed" has been issued to the contractor, signed by the property/business owner(s) and the City. In addition, no work shall commence until all required permits have been issued by the City's Building and Safety Division.
1. The contractor shall contact the Development Services Department to obtain all requirements for plan submittal to obtain building permits for the City's Building and Safety Division. Plans will be reviewed by the City's Building and Safety and Planning Divisions. The contact information for the Development Services Department is as follows:
City of Placentia
Development Services Department
401 East Chapman Avenue
Placentia, CA 92870
Phone: (714) 993-8124
Hours: Monday - Thursday, 7:30 a.m. - 6:00 p.m.
2. Applicants for this program are exempt from Planning and Building permit fees by the City Administrator, who is authorized to waive City fees associated with this program. This fee exemption does not apply to fees mandated by the State of California including, but not limited to, the California Green Building Standards fees.
City of Placentia — FIP Program Guidelines & Application Page 13 of 38
E. Reimbursement Process
1. Upon approval, the City of Placentia will enter into agreement with the applicant and approved work may begin immediately after the agreement is fully executed.
2. Applicants are responsible for obtaining all necessary permits (including building permits) and authorities from the City.
3. Staff will inspect the project to ensure compliance with grant.
4. Work should ideally be completed within six (6) months of the grant award. However, if structural issues or other conditions are discovered during the course of construction, then an additional six (6) months may be granted by the City. All work should be completed within one (1) year of the grant award.
5. All work must comply with approved plans.
6. Grant funds will only be disseminated to the contractor, not the applicant, once the construction of the City -approved improvements have been completed and have been inspected by City Staff.
7. Grant funds will be disseminated upon the issuance of a Notice of Completion by City Staff.
F. Applicant Responsibilities:
1. Property Maintenance:
The property/business owner(s) is/are responsible for property maintenance during the rehabilitation work (contractor is responsible for keeping the property clean of all construction material). The property/business owner(s) is/are responsible for ensuring that the rehabilitation work is not impeded because of their actions or the actions of their tenant(s). The City shall encourage the contractor and his/her employees to provide adequate pedestrian and property protection at the construction site.
2. Property Tax Bills:
Current property tax bills for the subject property must be current. The property owner(s) is/are responsible for ensuring that the property taxes are current. The City will verify that the property taxes for the property are current. If the property's tax statement indicates a delinquency, at the time of the Program application, the City shall not proceed with grant City of Placentia — FIP Program Guidelines & Application Page 14 of 38
processing until it is supplied with a Certificate of Redemption from the Orange County Tax Assessor's Office or other appropriate documentation of proof of payment.
3. Notice of Completion:
The property/business owner(s) is/are responsible for scheduling a final job completed inspection with the City's Building and Safety Division. The City will verify that the project received a passing final inspection. After all requirements have been met, the City will issue a Notice of Completion to the property/business owner(s).
City of Placentia — FIP Program Guidelines & Application Page 15 of 38
SECTION V: EXAMPLES OF
FACADE IMPROVEMENT PROJECTS
Example 1
Type of Project: Mural
Description: These are examples of street walls decorated with faux painted advertising mural. This particular project is located within the Victoria Gardens shopping center in Rancho Cucamonga, CA.
City of Placentia — FIP Program Guidelines & Application
Example 1
Type of Project: Mural/Artwork
IS
i-
E
-
Y7-'
, r' A%
Y
City of Placentia — FIP Program Guidelines & Application Page 17 of 38
Example 2
Type of Project: Historic Building Restoration
Description: This is an example of a historic building restoration project located in the downtown area of Mesa, Arizona.
Before:
After:
City of Placentia — FIP Program Guidelines & Application
Example 3
Type of Project: General Facade improvements
Description: This is an example of property improvement project that included new paint, cornice, siding, windows, doors, awning, detailing and other signage.
Before:
..
After:
a
City of Placentia — FIP Program Guidelines & Application Page 19 of 38
SECTION VI - ADDITIONAL REQUIREMENTS
A. City of Placentia Business License
Applicants must have a current City of Placentia Business License to be eligible to apply for funding. To apply for a Business License or obtain more information, you may visit the Business License Division service counter in City Hall, Monday through Thursday from 7:30 a.m. to 6:00 p.m.
B. Fire and Flood Insurance Requirements
Applicants are obligated to carry sufficient fire insurance coverage on the subject property to be rehabilitated under the provisions of this Program. Prior to any grant assistance, minimum fire insurance coverage shall be provided in an amount which is equivalent to the value of the subject building or structure including the proposed rehabilitation improvements. Uninsured applicants must obtain coverage in the required amount prior to receiving grant assistance.
Applicants in a "Flood Hazard Area" will be required to purchase flood hazard insurance.
C. Substitution of Contractor
In the event that the selected contractor shall fail or refuse to complete the work, in a professional and workman -like manner, as set forth in the Rehabilitation Construction Contract, including its General Conditions and Standard Specifications, or fails to use due diligence in performing the required work, the applicant may terminate the Rehabilitation Construction Contract, upon providing a written notice to the City and Contractor. The City shall assist the applicant in completing the necessary termination document(s) as needed. No further rehabilitation is to commence until an agreement releasing the original contractor from his/her contractual obligations is on file with the City, and a new contract is signed between the substitute contractor and the property owner(s).
D. Non -commencement by Original Contractor
The applicant shall notify the City in writing that the original selected contractor has failed to perform the rehabilitation work and the reason(s) why a substitute contractor has been requested. The applicant(s) shall obtain additional bids from contractors willing to perform the rehabilitation work. A new Rehabilitation Construction Contract, Notice to Proceed, and Waiver and Hold Harmless Agreement shall be prepared by the City and appropriately signed.
The City shall inspect the job site and compile a list of incomplete or unacceptable items to determine the extent of work to be completed by the substitute contractor.
City of Placentia — FIP Program Guidelines & Application Page 20 of 38
A meeting shall be held between the City, the applicant(s) and the original contractor to establish an amount and method of payment for any work which has been completed in accordance with the agreement. Funds withheld from the original contractor shall be identified. Lien releases and invoices from the original contractor and subcontractor(s) shall be provided. The City shall prepare a revised work write-up, based upon the inspection findings, which shall contain only those items necessary to complete the job. The applicant(s) shall obtain bids from contractors willing to perform such work, and to the extent possible, ensure that the new contract does not exceed available grant funding. A new Rehabilitation Agreement and Notice to Proceed shall be prepared by the City and appropriately signed.
E. Maintenance Requirements
By accepting grant funds, the applicant(s) commits to properly maintain all improvements and to keep storefronts/the front exterior, as well as sides and back of buildings, clean and free of graffiti for a minimum of ten (10) years at the property/business owner(s)'s expense. Any damage to the fagade is to be repaired immediately by the applicant so that the building remains in good condition and positively contributes to the business area. On an ongoing basis, the applicant is required to touch-up painted areas and perform any other repairs needed to maintain building appearance including the annual cleaning of awnings (if applicable) at the property/business owner(s)'s expense.
SECTION VII - AMENDMENTS
Amendments to these guidelines may be made from time to time by the City. Vested authority shall be granted to the City Administrator or his/her designee to grant a minor waiver or make minor amendments to these guidelines, with the exception of Federal regulations. All major amendments to these guidelines shall be approved by the City Council.
City of Placentia — FIP Program Guidelines & Application Page 21 of 38
Appendix A
Old Town Facade Improvement Program Application
City of Placentia — FIP Program Guidelines & Application Page 22 of 38
CHECKLIST
CITY OF PLACENTIA
OLD TOWN FACADE IMPROVEMENT PROGRAM
APPLICATION
Complete this checklist to ensure all required documents are included. Incomplete applications will not be considered.
❑
Complete Old Town Facade Improvement Application
❑
Organizational Documentation. (Articles of Incorporation, LLC Operating Agreement, etc.) ❑
Personal Background Exhibits
❑
Owner's Signature on Application - Required if Applicant is not the owner of the property. ❑
List of All Tenants and Businesses in the Building.
❑
Copy of Applicant's City Business License. I Check here if not applicable. ❑
Statement of Project Description.
A written statement of what the facade project will involve. Provide as much detail as possible, including what you are changing or replacing, type of new materials to be used, color, location on facade, etc.
❑
Photographs of Existing Facade.
Submit several photos of your building in its current condition. If necessary, also take several photos of buildings in the area to demonstrate that your proposed improvements will maintain the character of the area. Be sure to label each photo and indicate the improvements you are or000sing to make in each. Photos must be submitted electronically in JPEG format. ❑
Drawings of Proposed Facade Improvements.
Include a concept drawing of what the site will look like after work is completed. For larger projects involving a major scope of work, include copies of your renovation plan containing elevations and site plans. For smaller projects, a simple sketch may be appropriate at the City's sole discretion. In addition to a conceptual drawing, include product sample sheets of design elements such as windows, doors, lighting, canopies, etc. showing colors, size, type of material, etc.
❑
Detailed Cost Estimates Bids for Proposed Improvements.
You must submit a minimum of two cost estimates from qualified contractors. Estimates should include all details of the approved scope of work.
❑
Other:
Return all completed applications with all required attachments to:
City of Placentia
Administration Department
401 East Chapman Avenue
Placentia, CA 92870
City of Placentia — FIP Program Guidelines & Application Page 23 of 38
PROJECT INFORMATION
Applicant Information
Name:
Phone:
Building Address for the Program:
Email:
Federal Tax ID#:
Property Owner Information
Name:
Years Owned:
Address:
Phone:
City:
State:
Zip:
Email:
Type of Ownership:
Property Owner's Signature - Improvements
Approved:
Business Owner Information
Name of Business:
Project Owner's Name:
Address:
Phone:
City:
State:
Zip:
Email:
Type of Business:
Business Owner's Signature - Improvements
Approved:
City of Placentia — FIP Program Guidelines & Application
Contractor Information
Name of Business:
Contractor's Representative
Name:
Address:
Phone:
City:
State:
Zip:
Email:
Type of Business:
Tax ID#:
California State Contractor's License#:
City of Placentia Business License#:
Contractor's Signature - Improvements
Approved:
Statement of Project Description:
Please describe the scope of the proposed improvements below (include a summary of the building's current condition, areas to be improved and how, as well as any proposed materials or colors). You may attach additional sheets if necessary or use a separate page to provide a written statement.
City of Placentia - FIP Program Guidelines & Application Page 25 of 38
Scope of Work:
You may attach additional sheets if necessary or use a separate page to complete the items below.
Proposed Improvement Budget
Item Description
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Cost: $
Grand Total Amount: $
Requested Facade Improvement Program Grant Amount: $
Project Timeline
City of Placentia — FIP Program Guidelines & Application Page 26 of 38
a recipient of funds from
for statistical purposes
is required to submit
to HUD. For your
on the basis of this
will result in the City of
A.
B.
box in Row C.
DEMOGRAPHIC INFORMATION
The following information is required by the City of Placentia, the U.S. Department of Housing and Urban Development (HUD) only (Section 570.506 (g) (2) of 24 CFR). The City of Placentia Grantee Performance Reports for statistical information purposes protection, the law provides that a lender may not discriminate information. Failure to provide this information, however, Placentia not funding your grant.
• The applicant and co -applicant are each to mark one box only. • If you are of a single race, you will only check a box in Row • If you are of multiple races, you will only check a box in Row • If you are of Hispanic/Latina Ethnicity, you will only check a Demographic Information for Grantee Performance
Report
Applicant
Co -
Applicant
A
Single Race Category
American Indian or Alaska
Native
H
❑
Asian
❑
❑
Black or African American
❑
❑
Native Hawaiian or Pacific
Islander
❑
❑
White
❑
❑
B
Multiple Race
Combination
American Indian/Alaska
Native & White
❑
❑
Asian & White
❑
❑
Black or African American &
White
❑
❑
American Indian/Alaska
Native & Black or African
American
❑
❑
Balance or Other
❑
❑
C
Hispanic/Latino
Ethnicity
Mexican/Chicano
❑
❑
Puerto Rican
❑
❑
Cuban
❑
❑
Other Hispanic/Latino
❑
❑
City of Placentia — FIP Program Guidelines & Application Page 27 of 38
GENERAL CONDITIONS
• The applicant is solely responsible for all safety conditions and compliance with all municipal, county, state, and federal safety regulations, building codes, ordinances, labor and wage laws, and other applicable regulations. • Work completed prior to final grant approval is not eligible for funding. The applicant will not seek to hold the City of Placentia and/or its agents, employees, officers, and/or directors liable for any property damage, personal injury, or other loss relating in any way to the Old Town Facade Improvement Program. • The applicant agrees to maintain the property and improvements for a minimum of ten (10) years.
• The applicant authorizes the City of Placentia to promote an approved project, including but not limited to displaying a sign at the site, during and after construction, and using photographs and descriptions of the project in City of Placentia materials and press releases.
• The applicant understands the City of Placentia reserves the right to make changes in conditions of the Old Town Facade Grant Program as warranted. • All agreements must include attachment of HUD Form #4010: "Federal Labor Standards Provisions", which can be obtained from Administration Staff, as well as the applicable prevailing wage rates for the project. • If at any time you wish to withdraw your application, you must notify the City of Placentia Administration Department in writing at 401 East Chapman Avenue, Placentia, CA 92870, as soon as possible.
City of Placentia — FIP Program Guidelines & Application Page 28 of 38
APPLICATION CERTIFICATION
Please read the statements below and certify that you understand:
I/we certify that the building owner is the owner of the property.
I/we certify that there are no current code enforcement actions pending against this property*.
I/we have attached a copy of all current leases from the building to be rehabilitated.
I/we have attached relevant photos of the building fagade(s) to be included in this program.
I/we have reviewed the program overview and guidelines, have familiarity with responsibilities of each party and understand that:
o The Old Town Facade Improvement is paid to the contractor as reimbursement of paid invoices.
o All services to be performed by contractors shall be the subject of agreement between applicant and contractor(s).
o The Agency shall not assume any liability for such agreements, except as specifically authorized by the program.
I/we have read and understand the City of Placentia program guidelines, accept the qualifications and conditions and through signature(s) below, certify that I/we are qualified and will abide by such conditions set forth in this application and all reasonable conditions which may be issued by the City of Placentia in the implementation of this program. I understand that this is a voluntary program, under which the City of Placentia has the right to approve or deny any project or proposal or portions thereof.
Applicant(s) Signature Date
Property Owner's Signature Date
(if separate from applicant)
City of Placentia — FIP Program Guidelines & Application Page 29 of 38
Appendix B
Scoring Criteria
City of Placentia — FIP Program Guidelines & Application Page 30 of 38
Old Town Fagade Improvement Program
Scoring Criteria
Applications to the Old Town Facade Improvement Program will be evaluated by the Facade Improvement Program Committee using this scoring system. The Committee will consist of two (2) members of the City Council Housing, Community and Economic Development Committee, City Administrator, Director of Development Services, Deputy Director of Administrative Services, and Senior Management Analyst - Economic Development. In addition to the Scoring Criteria, applicants must meet all other program requirements outlined in the Facade Improvement Guidelines to be considered for funding. Based on funding availability, the applicant(s) with the highest combined scores from Facade Improvement Program Committee will be awarded. A score of 4 is the highest for each category and a score of 1 is the lowest for each category.
APPLICANT: PHONE NUMBER
ADDRESS:
RATER NAME: DATE:
VISIBILITY: Certain buildings and businesses are important to downtown's character because of their location, size, and/or architectural details.
The building is highly susceptible to graffiti.
1 2
3 4
Key, highly visible elements of the building will be improved. 1 2
3 4
The building is highly visible due to its location (prominent intersection, directly facing Bradford Avenue/Santa Fe Avenue, larger than surrounding properties, etc.).
1 2
3 4
Improvements will significantly impact revitalization efforts downtown. 1 2
3 4
DESIGN: Some changes may benefit a property's aesthetics significantly.
The plan is consistent with Placentia's Old Town Revitalization Plan design guidelines and development standards.
1 2
3 4
Proposed improvements will enhance the aesthetics of the building and surrounding Old Town Placentia.
1 2
3 4
The proposed work complements neighboring property.
1 2
3 4
A professional designer contributed to the plan.
1 2
3 4
Historic characteristics are enhanced and/or restored.
1 2
3 4
City of Placentia — FIP Program Guidelines & Application Page 31 of 38
SUSTAINABILITY/PERMANENCE: some improvements have a greater, lasting value than others and will remain relevant to the property over time. Priority will be given to project with significant permanence.
Improvements are more than temporary cosmetic touches. Improvements have lasting value and will enhance the integrity of the property. 1 2 3 4
Project includes a maintenance plan for the improvements. 1 2 3 4
Applicant owns the building and plans to invest in additional projects. 1 2 3 4
IP
COMMUNITY CONTRIBUTIONS: Businesses that focus on the community as a whole build a better place for people to live, visit, work, and play. Priority will be given to businesses that actively contribute to the community.
The property has no current code violations or past violations that have been documented.
1 2 3 4
Applicant keeps area around the business clean and free of debris on a consistent basis.
1 2 3 4
Applicant participates in downtown organizations and events that promote the community.
1 2 3 4
Applicant actively promotes the community and their business. 1 2 3 4
I IF
BONUS:
The project overwhelming positively impacts economic activity in the community.
1 2 3 4
TOTAL
COMMENTS:
RATER SIGNATURE:
City of Placentia — FIP Program Guidelines & Application Page 32 of 38
Appendix C
Facade Improvement Program Grant Agreement
(Sample Only)
City of Placentia — FIP Program Guidelines & Application Page 33 of 38
CITY OF PLACENTIA
Facade Improvement Program Grant Agreement
THIS AGREEMENT, entered into this day of ,
, between the City of Placentia, CA (hereinafter referred to as "City") and the following designated OWNER/LESSEE, to witness:
Owner Name:
Lessee's Name:
Name of Business:
Business Tax ID#/Social Security#:
Address of Property to be improved:
WITNESSETH:
WHEREAS, the City of Placentia has established a Facade Improvement Program for application within the Old Town Placentia District ("District"); and WHEREAS, said Facade Improvement Program is administered by the City with the advice of the City Council and is funded by the Community Development Block Grant Funds (CDBG) under the U.S. Depaitiuent of Housing and Urban Development for the purposes of controlling and preventing blight and deterioration within the District; and WHEREAS, pursuant to the Facade Improvement Program, the City has agreed to participate, subject to its sole discretion in reimbursing owners/lessees/contractor for eligible exterior improvements to commercial establishments within the District up to 50% of the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight; and WHEREAS, the Owner/Lessee's property is located within the District, and the Owner/Lessee desires to participate in the Facade Improvement Program pursuant to the terms and provisions of this Agreement.
NOW THEREFORE, in consideration of the mutual covenants and agreements obtained herein, the City and the Owner/Lessee's do hereby agree as follows:
SECTION 1
With respect to the facade improvements to the structural elevation fronting a public roadway and related improvements, the City shall reimburse the CONTRACTOR up to 50% of City of Placentia — FIP Program Guidelines & Application Page 34 of 38
the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight.
The actual total reimbursement amounts per this Agreement shall not exceed up to 50% of the cost with a grant amount determined by funding availability and existing conditions of the properties or areas that historically have been targeted for graffiti and/or are prone to blight for facade improvements. The improvement costs, which are eligible for City reimbursement, include all labor, materials, equipment, and other contract items necessary for the proper execution of the work as shown on the plans, design drawings, specifications, and estimates approved by the City. Such plans, design drawings, specifications, and estimates are attached hereto as EXHIBIT A.
SECTION 2
No improvement work shall be undertaken until its design has been submitted to and approved by the City. Following approval, the OWNER/LESSEE shall contract for the work and shall commence and complete all such work within one hundred eighty days (180) from the date of such approval. The OWNER/LESSEE may request a ninety -day (90) extension provided there is a demonstrated hardship.
SECTION 3
The City shall periodically review the progress of the contractor's work on the facade improvements pursuant to the Agreement. Such inspections shall not replace any required permit inspection by the Building Inspectors. All work which is not in conformance with the approved plans, design drawings, and specifications shall be immediately remedied by the OWNER/LESSEE and deficient or improper work shall be replaced and made to comply with the approved plans, design drawings, and specifications and the terms of this Agreement.
SECTION 4
Upon completion of the improvements and upon their final inspection and approval by the City, the OWNER/LESSEE shall submit to the City a properly executed and notarized contractor statement showing the full cost of the work as well as each separate component amount due to the contractor and each and every subcontractor involved in furnishing labor, materials, or equipment necessary to complete the facade improvement related work. In addition, the OWNER/LESSEE shall submit to the City proof of payment of the contract cost pursuant to the contractor's statement and final lien waivers from all contractors and subcontractors. The OWNER/LESSEE shall also submit to the City a copy of the architect's statement of fees for professional services for preparation of plans and specifications for the facade improvements. The City shall, within forty-five (45) days of receipt of the contractor's statement, proof of payment, and lien waivers, and the architect's statement, issue a check to the contractor as reimbursement in the total grant amount stated in SECTION 1 of this Agreement.
SECTION 5
If the OWNER/LESSEE or the OWNER/LESSEE'S CONTRACTOR fails to complete the improvement work provided for herein in conformity with the approved plans, design drawings, and specifications and the terms of this Agreement, then upon written notice being given by the City to the OWNER/LESSEE, by certified mail to the address listed above, this City of Placentia — FIP Program Guidelines & Application Page 35 of 38
Agreement shall terminate and the financial obligation on the part of the City shall cease and become null and void.
SECTION 6
This Agreement shall be binding upon the City and upon the OWNER/LESSEE and its successors, to said property for a period of ten (10) years from and after the date of completion and approval of the facade improvements provided herein unless otherwise agreed upon by the parties in writing. It shall be the responsibility of the OWNER/LESSEE to inform subsequent OWNER(S)/LESSEE(S) of the provisions of this Agreement.
SECTION 7
The OWNER/LESSEE agrees to maintain the Improvements at his/her sole expense for a period of ten (10) years unless otherwise agreed upon by the parties in writing. In the event that the OWNER/LESSEE fails to maintain the Improvements, the City may issue a thirty -day written notice to the OWNER/LESSEE to correct any maintenance deficiencies. If the OWNER/LESSEE fails to correct the stated deficiencies within 30 days of the notice, the City may cause any maintenance or repair work to be performed at the OWNER's expense.
SECTION 8
In the event that the OWNER sells or conveys the property prior to the termination date of the Facade Improvement Grant Agreement, the OWNER/LESSEE shall declare the existing encumbrance to buyer and buyer must assume the remaining obligation and terms of the original Facade Improvement Grant Agreement. If the OWNER fails to obtain such agreement, the OWNER/LESSEE must repay the Reimbursement Amount to the City as follows:
a. If the OWNER sells or conveys the property within ten (10) years of execution of this Agreement, 100% of the Reimbursement Amount will become due to the City immediately upon sale or conveyance of the Property.
After ten (10) years of successful maintenance of all facade improvements, the OWNER/LESSEE will be relieved of all financial obligations to the City.
SECTION 9
The OWNER/LESSEE agrees to comply with all the requirements now in force, or which may hereafter be in force, of all municipal, county, state and federal laws, pertaining to the development and use of the Property and construction of the facade improvements, as well as operations conducted on the Property. The OWNER/LESSEE agrees that the City shall not be liable for, and covenants and agrees to protect, defend, indemnify, and hold free and harmless the City and its officers, officials, employees, agents, and volunteers, at the OWNER/LESSEE'S sole expense, from and against any and all losses, claims, damages, liabilities, demands, suits, expenses, or other legal proceedings of every conceivable kind, character and nature whatsoever arising out of, resulting from noncompliance with all municipal, county, state and federal laws.
The OWNER/LESSEE will require any CONTRACTOR to comply with the above cited Local, State and Federal Laws, and will incorporate these laws in any written agreement between the OWNER/LESSEE and a CONTRACTOR.
City of Placentia — FIP Program Guidelines & Application Page 36 of 38
SECTION 10
No member, official, agent, legal counsel or employee of the City shall be personally liable to the Participant, or any successor in interest in the event of any default or breach by the City or for any amount which may become due to OWNER/LESSEE or successor or on any obligation under the terms of this Agreement.
SECTION 11
The OWNER/LESSEE releases the City from, and covenants and agrees that the City shall not be liable for, and covenants and agrees to protect, defend, indemnify and hold free and harmless the City and its officers, officials, employees, agents, and volunteers, at the OWNER/LESSEE'S sole expense, from and against any and all losses, claims, damages, liabilities, expenses, or other legal proceedings of every conceivable kind, character and nature whatsoever arising out of, resulting from or in any way connected with directly or indirectly with the facade improvement(s). The OWNER/LESSEE further covenants and agrees to pay for or reimburse the City and its officers, officials, employees, agents, and volunteers for any and all costs, reasonable attorney's fees, liabilities, or expenses incurred in connection with investigating, defending against or otherwise in connection with any such losses, claims, damages, liabilities, or causes of action. The City shall have the right to select legal counsel and to approve any settlement in connection with such losses, claims, damages, liabilities, or causes of action. The provisions of this section shall survive the completion of said facade improvement(s).
SECTION 12
Nothing herein is intended to limit, restrict, or prohibit the OWNER/LESSEE from undertaking any other work in or about the subject premises, which is unrelated to the facade improvement provided for in this Agreement.
IN WITNESS THEREOF, the parties hereto have executed this Agreement on the date first appearing above.
PROPERTY OWNER CITY OF PLACENTIA
Name City Administrator
Signature Signature
BUSINESS OWNER CONTRACTOR'
Name Name
' Contractor's signature is an acknowledgement by Contractor of its understanding and acceptance of the terms of payment under this agreement between the City and the OWNER/LESSEE.
City of Placentia — FIP Program Guidelines & Application Page 37 of 38
Signature Signature
Tax ID#:
Contractors State License#:
City of Placentia — FIP Program Guidelines & Application Page 38 of 38
Placentia City Council
AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: INFORMATION TECHNOLOGY MANAGER
DATE: MARCH 19, 2024
SUBJECT: RENEWAL AND UPGRADE OF MICROSOFT OFFICE 365 LICENSES TO
INCLUDE DEVICE MANAGEMENT THROUGH INSIGHT PUBLIC SECTOR FISCAL EXPENSE: $ 79,777.03 ANNUALLY FOR THREE YEARS
IMPACT: BUDGETED: $500,000.00(101523-6136) FOR SOFTWARE MAINTENANCE SUMMARY:
The City uses Microsoft Office 365 (O365) daily for its operations, utilizing products such as Outlook, Word, Excel, PowerPoint, OneDrive and Teams. The current subscription concluded year 3 of 3 in February of 2024 of its Microsoft Office 365 Enterprise Agreement. With the renewal, licenses are also being upgraded from O365 to Microsoft 365 (M365) G1 and G3 licenses.
The cost of the three-year agreement has increased due to the additional features and needs of business services such as Mobile Device Management and Advanced Security, Microsoft's change in license model for software access, and reflection of the increase in additional City full- time staff throughout the past three years. This action will provide the City with Office 365 services and advanced threat protection, advanced reporting, access to Microsoft Entra ID (Azure Active Directory) and Microsoft's Device Management tool, Intune, for the next 3 years.
RECOMMENDATION
It is recommended that the City Council take the following actions:
1. Approve the agreement to upgrade and renew the Microsoft Enterprise Agreement with Insight Public Sector utilizing the County of Riverside Microsoft Enterprise Master Agreement, for a three-year period, beginning March 1, 2024, through February 27, 2027 in the amount not -to -exceed $239,331.09; and
2. Authorize the City Administrator and/or his designee to execute all necessary documents in a form approved by the City Attorney.
STRATEGIC PLAN STATEMENT:
There is no specific Strategic Plan Goal or Objective associated with this Council action.
1.k.
March 19, 2024
City Council Agenda
March 19, 2024
DISCUSSION:
Under the proposed renewal agreement, licenses will be upgraded from O365 to Microsoft 365 (M365) G1 and G3 licenses which includes the above mentioned, with advanced threat protection, reports, access to Microsoft Entra ID (Azure Active Directory) and Microsoft's Device Management tool, Intune.
The cost of the three-year agreement has increased due to the additional features and needs of business services such as Mobile Device Management and Advanced Security, Microsoft's change in license model for software access, and reflection of the increase in additional City full- time staff throughout the past three years.
The City will continue to utilize the current agreement known as the County of Riverside Microsoft Enterprise Master Agreement, which was used to purchase Microsoft products at a reduced rate.
Staff has reviewed and selected Insight Public Sector to replace SoftwareOne as the Value -Added Reseller due to better contract pricing and customer service. The City can contract with Insight Public Sector using the County of Riverside Microsoft Enterprise Agreement #PSA- 0001526/RIVCO-2020-RFQ-0000048 and benefit from the same terms and conditions. Under the City's Purchasing Policy and Procedures, this allows the City to procure these products without the need to engage in public bidding.
The renewal costs to upgrade and add additional Microsoft licenses from O365 to M365 through Insight Public Sector is a fixed cost of $79,777.03 per year for three years. The total cumulative cost of this three-year Microsoft Enterprise Agreement is $239,331.09.
FISCAL IMPACT:
The City has sufficient funds in the General Fund, Information Technology Software Maintenance account to cover the recommended action.
Prepared by:
Daniel Chang
Information Technology Manager
Reviewed and approved:
ennife`r Lampman
Fin a ' e Director
Reviewed and approved:
Rosanna Ramirez
Deputy City Administrat
Reviewed and approved:
Damien R�
City Administrator
City Council Agenda
March 19, 2024
Attachments:
1. County of Riverside Microsoft Agreement PSA-0001526/RIVCO-2020-RFQ-0000048
2. Insight Public Sector Licensing Quote
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3/14/2024 Page 1 of 1
City of Placentia
Quotation:
Date:
Enrollment:
Contract:
0324 -City of Placentia 1-MSEA-SI
March 7, 2024
New
PSA-0001526/RIVCO-2020-RFQ-0000048
Year One: 12 Months
Part Number Item Name
Level
Subscription Start Date: 3/1/2O24
Subscription End Date: 2/28/2O27
Purchase Period
Pool
Product Type
Quantity Term Price
Extended Price
erprise P
AAD-34704
AAL-45735
U4S-00002
Additional Products
3GU-00001
:3MS-00001
M365 G3 Unified FUSL GCC Sub Per User D Non -Specific
Per M365 G5 GCC Sub Per User D Non -Specific
O365 G1 GCC Sub Per User D Non -Specific
Defender O365 P1 GCC Sub Per User D
Exchange Online P1 GCC Sub Per User D
Non -Specific
Non -Specific
Servers
Servers
Servers
Applications
Servers
Monthly Subscrjptions-VolumeLicense 180 5383.01 5 68,941.80 Monthly Subscriptions-VolumeLicense 1 5606.43 5 606.43
Monthly Subscriptions-VolumeLicense 60 98.05 5 883.00
Monthly Subscriptions-VolumeLicense 120
Monthly Subscriptions-VolumeLicense
60 $18.14 $ 2,176.80
$36.15
$
$
2,169.00
Year Two:
12 Months
12 Month Total:
79,777.03
Enterprise Products
AAD-34704
AAL-45735
U4S-00002
Additional Products
3GU-00001
3MS-00001
M365 G3 Unified FUSL GCC Sub Per User D
M365 G5 GCC Sub Per User D
O365 G1 GCC Sub Per User D
Defender O365 P1 GCC Sub Per User ID
D
Exchange Online P1 GCC Sub Per User
Non -Specific Servers
Non -Specific Servers
Non -Specific Servers
Non -Specific Applications
Non -Specific Servers
Monthly Subscriptions-VolumeLicense
Monthly Subscriptions-VolumeLicense
Monthl Subscriptions-VolumeLicense
Monthly Subscriptions-VolumeLicense
IMonthly Subscriptions-VolumeLicense
180
1 60
120
60 $383.01 $ 68,941.80
$606.43 $ 606.43
$98.05 $ 5,883.00
$18.14 $ 2,176.80
$36.15 $ 2,169.00
Year Three:
Enterprise Products
AAD-34704
AAL-45735
U4S-00002
Additional Products
3GU-00001
I3MS-00001
12 Months
12 Month Total:
$
79,777.03
M365 G3 Unified FUSL GCC Sub Per User
M365 G5 GCC Sub Per User
O365 G1 GCC Sub Per User
Defender O365 P1 GCC Sub Per User
Exchange Online P1 GCC Sub Per User
D
D
D
D
D
Non -Specific
Non -Specific
Non -Specific
Non -Specific
Non -Specific
Servers
Servers
Servers
Applications
Servers
Monthly Subscriptions-VolumeLicense
Monthly Subscriptions-VolumeLicense
Monthl Subscriptions-VolumeLicense
Monthly Subscriptions-VolumeLicense 120
Monthly Subscriptions-VolumeLicense
60 $383.01 $
$606.43 $
$98.05 $
$18.14 $
$36.15 $
68,941.80
606.43
5,883.00
2,176.80
2,169.00
12 Month Total:
36 Month Total:
79,777.03
$ 239,331.09
Confidential.
EA Monthly Subscriptions Thank you for the opportunity to quote.
TO:
VIA:
FROM:
DATE:
SUBJECT:
Placentia City Council
AGENDA REPORT
CITY COUNCIL
CITY ADMINISTRATOR
DIRECTOR OF COMMUNITY SERVICES
MARCH 19, 2024
AMENDMENT NO. 2 TO PROFESSIONAL SERVICES AGREEMENT WITH
PEOPLE ASSISTING THE HOMELESS (PATH) FOR THE OPERATION OF
FOUR MONTHS OF THE YEAR-ROUND NAVIGATION CENTER/EMERGENCY SHELTER LOCATED AT 731 S. MELROSE STREET
FISCAL
IMPACT: EXPENSE: $916,495 PLACENTIA REGIONAL NAVIGATION CENTER FUND REVENUE: $916,495 NORTH SERVICE PLANNING AREA CITIES MOU SUMMARY:
The North Orange County Service Planning Area ("North SPA") received Homeless Emergency Aid Program (HEAP) funding to open Navigation Centers in the Cities of Placentia and Buena Park. The North SPA is comprised of the Cities of Anaheim, Brea, Buena Park, Cypress, Fullerton, La Habra, La Palma, Los Alamitos, Orange, Placentia, Villa Park, Stanton, and Yorba Linda. The Placentia Navigation Center ("Center") is located at 731. S. Melrose Street. The Center is one of the two (2) facilities serving the North SPA. The Center along with the other North SPA site in Buena Park, addresses a comprehensive regional solution in North Orange County to provide supportive services to individuals experiencing homelessness.
The City of Placentia has released a formal Request for Proposals (RFP) for the selection of the Center Operator on February 5, 2024. As the RFP is still open, the City has determined that the current provider experienced in providing homeless services would be the most effective approach for the management of the daily operations of the Center for the duration of the RFP process.
Both parties have agreed to a limited four (4) month extension for up to six (6) months to streamline the transitionary period between the PATH departure and the hiring of a new service provider. The compensation paid for the four (4) month extension is a total cost not to exceed of $916,745. Should it be necessary to extend, the cost for the additional two (2) month extension would total an amount not to exceed $ 458,255.
RECOMMENDATION:
It is recommended that the City Council consider the following actions based upon staff's recommendation:
1.I.
March 19, 2024
City Council Agenda
March 19, 2024
1. Approve Amendment No. 2 to the Professional Services Agreement with People Assisting the Homeless (PATH) for the operation and management services of the Placentia Navigation Center for an additional four (4) month term ending on July 31, 2024, in the amount not to exceed of $916,495; and
2. Authorize the City Administrator to approve eligible contract term extensions for two (2) month extensions up to six (6) months in an amount not to exceed $458,255, based upon contractor performance and at the discretion of the City; and
3. Adopt Resolution No. R- 2024-19, A Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2023-24 in compliance with City Charter of the City of Placentia §§1206 and 1209 pertaining to appropriations for actual expenditures; and
4. Authorize the City Administrator and/or his designee to execute all necessary documents, in a form approved by the City Attorney.
DISCUSSION:
PATH made the decision to not exercise the option for the two (2) year extension, therefore the City released a Request for Proposals (RFP) on February 5, 2024. The City determined that the current provider experienced in providing homeless services would be the most effective approach for the management of the daily operations of the Center for the duration of the RFP process.
PATH provided the City with an extension option to continue services throughout the transitory period. The extension option is for four (4) months, with the option to go month to month for up to a total of six (6) months. This includes a one -month transitory period where PATH and the new provider selected through the RFP process will work collaboratively to transition services of the Navigation Center.
The cost of the PATH extension contract will be split between the 12 North SPA cities based upon the formula from the N -SPA MOU.
The table below depicts the current four (4) and six (6) month costs compared to the proposed four (4) and six (6) month cost with the percentage per the MOU.
City
City Program
Cost Share
Percentage
per MOU
PATH - Current 6
Month Budget
PATH — 6-
Month
Budget
PATH- Current
4 -month
Budget
PATH - 4
Month Budget
Brea
5.92%
48,781
81,385
32,520
54,257
Buena Park
3.41%
28,098
46,879
18,732
31,252
Cypress
6.08%
City Council Agenda
March 19, 2024
Cypress
6.08%
50,099
83,585
33,399
55,723
Fullerton
30.07%
247,776
413,387
165,184
275,590
La Habra
9.16%
75,478
125,927
50,319
83,951
La Palma
2.28%
18,787
31,344
12,525
20,896
Los Alamitos
1.95%
16,068
26,808
10,712
17,872
Orange
24.54%
202,209
337,364
134,806
224,908
Placentia
1.55%
12,772
21,309
8,515
14,206
Stanton
7.55%
62,212
103,794
41,475
69,195
Yorba Linda
6.91%
56,938
94,995
37,959
63,330
Villa Park
0.58%
4,779
7,974
3,186
5,316
Total
100.00%
$823,998
$1,374,750
$549,332
$916,495
FISCAL IMPACT:
As part of the North SPA Cities' MOU, they are responsible for the ongoing operational costs related to the Center. On April 2, 2019, the City Council approved a Memorandum of Understanding (MOU) for the North SPA to establish a multi -jurisdictional approach for the operation of "Navigation Centers." The compensation paid for the four (4) month extension is a total cost not to exceed of $916,745. Should it be necessary to extend, the cost for the additional two (2) month extension would total an amount not to exceed $ 458,255.
Prepared by:
Ma'delinne Villapando
Management Analyst
Rev' wed and approved
denni Lampman
Dire or of Finance
Reviewed and approved:
1 t +,
,';t �
Karen Crocker
Director of Community Services
Reviewed and approved:
Damien R. Arrula
City Administrator
City Council Agenda
March 19, 2024
Attachment:
1. Amendment No. 2 to the Professional Services Agreement with People Assisting the Homeless (PATH) for the operation of the Placentia Navigation Center
2. Resolution R-2024-19
AMENDMENT NO. 2 TO
PROFESSIONAL SERVICES AGREEMENT
PROVISION OF PROFESSIONAL SERVICES WITH PEOPLE ASSISTING THE
HOMELESS (PATH)
This Amendment No. 2 ("Amendment") to Professional Services Agreement is made and entered into effective the 26th day of March, 2024 by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and PEOPLE ASSISTING THE HOMELESS (PATH), a non-profit corporation (hereinafter "CONTRACTOR"). CITY and CONTRACTOR are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties."
A. Recitals.
(i). CITY and CONTRACTOR entered into a Professional Services Agreement ("Agreement") effective March 25, 2020 through which CONTRACTOR has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A."
(ii). As authorized in Section 4.1 of the Agreement, the Parties have mutually agreed to amend the Agreement to extend the term an additional four (4) Months until July 31, 2024, with a month to month contract after the four (4) initial months with the potential to extend up to six (6) months until September 30, 2024 and to also increase the compensation paid for a total cost not to exceed of $916,495 for the period of April 1, 2024 through July 31, 2024. If the contract is extended two additional months the compensation paid would total an amount not to exceed of $458,255 for the period of August 1, 2024 - September 30, 2024. (iii). All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Section 2, Paragraph 1 of the Agreement is hereby amended to read as follows:
2.1 Compensation.
During the period of April 1, 2024 through July 31, 2024, Contractor's total compensation shall not exceed Nine Hundred and Sixteen Thousand, Four Hundred and Nintey Five and 00/100 Dollars ($916,495.00) per year. This compensation shall remain firm for the duration of the current contract term.
If an extension is done, for the period of August 1, 2024 through September 30, 2024, Contractor's total compensation for that period shall not exceed Four Hundred and Fifty Eight Thousand, Two Hundred and Fifty Five and 00/100 Dollars ($458,255).
The actual amount of compensation paid shall be based on actual costs as documented in monthly invoices.
2. Section 4, Paragraph 1 of the Agreement is hereby amended to read as follows:
4.1. Term.
The term of this Agreement originally commenced on March 25, 2020. The parties subsequently agreed to exercise an option to extend the Agreement for 2 additional years, with a new term ending March 25, 2024, as authorized in the Agreement.
The adoption of this amendment shall extend the term of the agreement for a period of four (4) months until July 31, 2024. At the election of the City the agreement may be extended up to 2 months ending on September 30, 2024.
3. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
4. The Agreement, together with Amendment No.1, this Amendment No. 2 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 2 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
5. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 2 and that such execution is binding upon the entity for which he or she is executing this document.
IN WITNESS WHEREOF, the Parties have caused Amendment No.2 to the Consulting Services Agreement are to be executed as of the day and year first above written.
CONSULTANT CITY OF PLACENTIA
By: By:
Tescia Uribe Damian R. Arrula
Chief Program Officer City Administrator
ATTEST:
By:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
By:
Christian L. Bettenhausen, City Attorney
A� o® CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
12/27/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
Arthur J. Gallagher Risk Management Services, LLC
500 N Brand Boulevard, Suite 100
CA 91203
License#: OD69293
CONTNAME: Michelle
Michelle Gonzalez
PHONE FAX
IA/c. No. Ext): 818-539-8630 (A/C, No):
E-MAGlendale
ADDRESS: Michelle_Gonzalez@a'c.com
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURERA: Quality Comp InC
INSURED PEOPASS-02
People Assisting the Homeless (PATH)
340 N. Madison Avenue
Los Angeles, CA 90004
INSURER B : Non arofits' Insurance Alliance of CA
10023
INSURER c : Travelers Casualty and Surety Co of America 31194
INSURER D :
INSURER E :
INSURER F :
COVERAGES
CERTIFICATE NUMBER: 1711564113
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR INSD
TYPE OF INSURANCE
ADDL
SUER
WVD
POLICY NUMBER
POLICY EFF
(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
LIMITS
B
COMMERCIAL GENERAL LIABILITY
Y
2023-01280
8/1/2023
8/1/2024
EACH OCCURRENCE
$1,000,000
DAMAGE TO TED
( 500,000
PREMISES )Ea occurrence)
$
CLAIMS -MADE
X
OCCUR
MED EXP (Any one person)
$ 20,000
PERSONAL 8 ADV INJURY
$ 1,000,000
GENERAL AGGREGATE
$ 3,000,000
GEN'L
AGGREGATE
POLICY
OTHER:
LIMIT APPLIES PER:
PRO-
JECT X LOC
PRODUCTS - COMP/OPAGG
$3,000,000
$
B
AUTOMOBILE
X
X
LIABILITY
ANY AUTO
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
X
SCHEDULED
AUTOS
NON -OWNED
AUTOS ONLY
Y
2023-01280
8/1/2023
8/1/2024
COMBINED SINGLE LIMIT
(Ea accident)
$ 1,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$
PROPERTY DAMAGE
(Per accident)
$
B
X
UMBRELLA LIAB
EXCESS LIAB
X
OCCUR
CLAIMS -MADE
2023-01280-UMB
8/1/2023
8/1/2024
EACH OCCURRENCE
$4,000,000
AGGREGATE
$4,000,000
$
DED
RETENTION $
A
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICERIMEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
NIA
Y
0150451112
1/1/2024
1/1/2025
X
PER
STATUTE
0TH -
ER
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
C
C
B
CyberLiability
Crime
Professional Liability
107150444
107150444
2023-01280
8/1/2023
8/1/2023
8/1/2023
8/1/2024
8/1/2024
8/1/2024
Aggregate:
Limit:
Limit: $1,000,000
$2,000,000
See below
Agg.: $3,000,000
DESCRIPTION OF OPERATIONS l LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Policy Name- Crime
Policy #- 107150444
Policy Term- 8/1/2023 to 8/1/2024
Carrier- Travelers Casualty and Surety Co of America.
Employee Theft- Limit: $2,000,000; Deductible: $15,000
ERISA- Limit: $2,000,000
Forgery or alteration- Limit: $2,000,000; Deductible: $15,000 Theft of money and securities- Limit: $2,000,000; Deductible: $15,000 See Attached...
CERTIFICATE HOLDER
CANCELLATION
City of Placentia
401 E. Chapman
Placentia, CA 92870
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
AGENCY CUSTOMER ID: PEOPASS-02
LOC #:
ACO OR
ADDITIONAL REMARKS SCHEDULE
AGENCY
Arthur J. Gallagher Risk Management Services, LLC
NAMED INSURED
People Assisting the Homeless (PATH)
340 N. Madison Avenue
Los Angeles, CA 90004
POLICY NUMBER
CARRIER
NAIC CODE
EFFECTIVE DATE:
ADDITIONAL REMARKS
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE Money and securities- Limit: $2,000,000; Deductible: $15,000 Computer fraud- Limit: $2,000,000; Deductible: $15,000
Funds transfer fraud- Limit: $2,000,000; Deductible: $15,000 Money orders and counterfeit paper currency- Limit: $2,000,000; Deductible: $15,000 Employee Theft of Client's Property- Limit: $2,000,000; Deductible: $15,000 Policy Name- D&O/EPL
Policy #- 2023-01280-DO-NPO
Policy Term- 8/1/2023 to 8/1/2024
Carrier- Nonprofits' Insurance Alliance of CA.
Limit: $1,000,000; Aggregate: $2,000,000; Retention: $50,000 Policy Name- Improper Sexual Conduct and Physical Abuse Liability Policy #- 2023-01280
Policy Term- 8/1/2023 to 8/1/2024
Carrier- Nonprofits' Insurance Alliance of CA.
Limit: $1,000,000; Aggregate: $3,000,000
Abuse Limits combined with a $1,000,000 umbrella limit (2023-01280-UMB) provides a Per claim $2,000,000 / Aggregate $4,000,000 RE: Grant# 800 Certificate holder is named additional on General Liability and Auto Liability insured with respect to the operations of the named insured. The insurance provided in the Commercial General Liability policies are primary and any other insurance shall be excess only and not contributing. Waiver of Subrogation on Worker Compensation applies in favor of certificate holder.
ACORD 101 (2008/01)
© 2008 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
QUALITY COMP
MONUMENT
RE: Quality Comp, Inc. —Self -Insured Workers' Compensation Group To Whom It May Concern:
As proof of workers' compensation coverage, I would like to provide you with the attached Certificate of Consent to Self -Insure issued to Quality Comp, Inc. by the California Department of Industrial Relations, Office of Self -Insurance Plans. This Certificate carries an effective date of December 1, 2004 and does not have an expiration date. The Quality Comp, Inc. program has excess insurance coverage with Safety National Casualty Corporation. Safety National is a fully licensed and admitted writer of Excess Workers' Compensation Insurance in the State of California (NAIC #15105). The company is rated "A++ Superior" Category "XV" by A.M. Best & Company.
Specific Excess Insurance
Excess Workers' Compensation: Statutory per occurrence excess of $500,000 Employers Liability: $1,000,000 Limit
Term of Coverage
Effective Date: January 1, 2024
Expiration: January 1, 2025
Please contact me if you have any questions or require additional information. Thank you.
Sincerely,
Jacqueline Harris
Director of Underwriting
RPS Monument
7 Great Valley Parkway I Suite 290
Malvern, PA 19355 I T 610.647.4466 I F 610.647.0662 I www.RPSins.com
Q d_ Irr Q if 2 Q• a
S TATE OF CALIFORNIA
DE PA RTM EN T OF INDUSTRIAL RELA TIONS
N UMBER 4515 OFFICE OF THE DI RECTOR
CERTIFICATE OF CONSENT TO SELF INSURE
Quality Comp, Inc.
THIS IS TO CERTIFY, That O C Acorpor on)
has complied with the requirements of the Director of I ndustrial Relations under the provisions of Sections 3700 to 3705, inclusive, of the Labor Code of the State of Calif ornia and is hereby granted this Certificate of Consent to Self -Insure.
This certificate may be rev oked at any time for good cause shown. * ,t1,i'� EFFE CT IVE:7. - DEPARTMEN T OF INDUST RIA L RELATION S . I ='-' � OjH ,pt ST AT E OF CALIFORNI A
1 ' ' TMF 1s t eA. �?ec ember ago_ '
ji
'' ' ' JO t l44A. REA
<<*
j '- J;
`t ',r MARK T. JOHNSON 4LAM AaER
of Certificate. —"A certificate of consent to self4nsu re may be revoked by the Director of I ndustrial Relations at any time for flood cause after a ca use in clu de s, a mong o the r things, the impairment of the solvency of such employe r, the inability of the empl oyer to f ulfill his oblig ations, or the practice by su ch employer or his agent in charge of the a dministra tion of obliga tions un de r this division of any or the following: (a) Habitually and as a matter of pra ctice and custom inducing claimants fo r compensation to acc ept less tha n the compensatio n du e or making it necessary for them to r esort to pr oce edi ngs a gainst the emplo yer to secu re the co mpensatio n duet (b) Discharging his compen satio n obligations in a dishonest manner: (c) Discharging his compensation obligations in su ch a ma nner as to cause inju ry to the public or those dealing with him." (Section 3702 of Labor Code.) The Certificate may be re voked for no nco mpliance with Title 8, California Administrative Code, Group 2 —Administration of Self -Insurance.
V OR M A-4 .40 A
87 45547
STATE OF CALIFORNIA Gavin Newsom, Governor
DEPARTMENT OF INDUSTRIAL RELATIONS
OFFICE OF SELF-INSURANCE PLANS
11050 Olson Drive, Suite 230
Rancho Cordova,CA 95670
Phone No. (916) 464-7000
FAX (916) 464-7007
CERTIFICATION OF SELF-INSURANCE OF WORKERS' COMPENSATION TO WHOM IT MAY CONCERN:
This certifies that Certificate of Consent to Self -Insure No. 4515 was issued by the Director of Industrial Relations to:
Quality Comp, Inc.
under the provisions of Section 3700, Labor Code of California with an effective date of December 1, 2004. The certificate is currently in full force and effective.
Dated at Sacramento, California
This day the 13th of December 2023
Lyn Asio Booz, Chief
ORIG: Jackie Harris
Director Of Underwriting
Risk Placement Services I Rps Monument
7 Great Valley Parkway
Malvern, Pa 19355
NU MBER4515 - 0044
STATE OF CALIFO RNIA
DEPARTME NT OF I NDUSTRIAL RELATIONS
OFFICE OF THE DIRECTOR
CERTIFICATE OF CO NSE NT TO SELF -INS URE
THIS IS TO CE RTIFY , That
PATH
(Name of Affiliate )
STATE OF INCORPORATION CA
Quality Comp, I nc.
(Master CertificateH older )
STATE OF INCORPORATION CA
has complied with the requ irements of the Director of Industrial Relations under the provisions of Sections 3700 to 3705, incl usi ve, of the Labor Code of the State of Califo rnia an d is hereby granted this Certificate of Consent to Self -I nsure, holder of Master Certificate No, 4515.
This certificate may be revo ked at a ny time for good cause shown.* EFFEC TIVE DATE : November 1, 2012 DEPARTME NT OF INDUSTRIAL RELATI ONS
OF THE STATE OF C ALIFORNI A
Jon Wroten , Cf C hristine Baker, Director
*Rev ocation of Certi te.— "A certificate of con sent to self -insure may be revo ked by the Director of Indu strial Relations at any time for good ca use after a heari ng . Go od cause incl udes, amo ng other things, the impairmen t of solvency of such e mployer, the in ability of the emplo yer to fulfill his obligatio ns, or the practice of such employer or his age nt in charge of the admi nistration of obligations, under the this division of any of the following: (a) Habitually and as a matter of practice and custom indu cing claima nts for compe nsation to accept less tha n the compensatio n d ue or making it nece ssary for them to resort to proceedings against the emplo yer to secu re the compen sation du e; (b) Discharging his compe nsati on obligations in a dish onest ma nner; (c) Dischargi ng his compensation obligation s in su ch a manner as to cause injury to the public or tho se dealing with him." (Section 3702 of Labor Code.) The Certificate may be re voked for no n compliance with Title 8, California Administrativ e Code, Group 2 -- Admin istration of Sclf In sura nc e
:PS
MONUMENT
4,4 QUALITY COMP
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS
Quality Comp, Inc. is a Group Self -Insurance Program authorized by the Office of Self - Insurance Plans to provide workers' compensation to approved members. The Board of Directors of Quality Comp, Inc. has authorized the Program Administrator to waive rights of subrogation in certain instances.
This change in coverage, effective 12:01 AM January 1, 2024, forms part of the member's coverage in Self -Insurance Group No. 4515.
Issued to PATH
By Quality Comp, Inc.
The Program has the right to recover our payments from anyone liable for an injury covered by this employer. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) The additional premium for this change shall be $2,500
Schedule
Person or Organization
ANY PERSON OR ORGANIZATION FOR WHOM THE NAMED INSURED HAS
PROVIDED BY WRITTEN CONTRACT TO FURNISH THIS WAIVER
,Job Description
BLANKET WAIVER OF SUBROGATION
Countersigned by
177 klLLc
Vicki Eberwein, Program Administrator, Authorized Representative 7 Great Valley Parkway I Suite 290
Malvern, PA 19355 I T 610.647.4466 I F 610.647.0662
POLICY NUMBER: 2023-01280 COMMERCIAL GENERAL LIABILITY
Named Insured: People Assisting the Homeless* CG 20 10 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location(s) Of Covered Operations
Any person or organization that you are required to
add as an additional insured on this policy, under a
written contract or agreement currently in effect, or
becoming effective during the term of this policy. The
additional insured status will not be afforded with
respect to liability arising out of or related to your
activities as a real estate manager for that person or
organization.
All insured premises and operations.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II — Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted
by law; and
2. If coverage provided to the additional insured
is required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be performed by
or on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
CG 20 10 12 19
© Insurance Services Office, Inc., 2012 Page 1 of 10
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in performing operations for a
principal as a part of the same project.
C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III — Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations.
CG 20 10 12 19
© Insurance Services Office, Inc., 2012 Page 2 of 10
NONPROFITS
INSURANCE
t11I/ANCE OF cm FORM
A Head for Insurance. A Heart for Nonprofits,
NONPROFITS INSURANCE ALLIANCE
OF CALIFORNIA (NIAC)
www.insurancefornonprofitsorg
BUSINESS AUTO COVERAGE
ADDITIONAL INSURED/LOSS PAYEE EXTENSION
POLICY NUMBER: 2023-01280-NPO
NAME OF INSURED: People Assisting the Homeless; PATH Partners Schedule AI