CITY OF PLEASANT HILL
CITY COUNCIL MEETING AGENDA
NOVEMBER 4, 2024
REGULAR MEETING – 7:00 PM
Watch on YouTube at: www.pleasanthillca.org/councilmeeting The public meeting of the City Council will be held in person at City Hall, 100 Gregory Lane, Pleasant Hill, CA 94523.
A Zoom link is provided herewith as a courtesy, but members of the public are advised that they will only have the option to participate via teleconference using the Zoom platform in the event that a member of the legislative body is approved to attend remotely pursuant to the provisions of Assembly Bill 2449. Meeting link: www.zoom.us; Meeting ID: xxx xxxx xxxx Passcode: xxxxxx For information on Public Participation Options see below.
City Council Meeting Agenda Page 1 November 4, 2024
Council Chambers, 100 Gregory Lane, Pleasant Hill, CA 94523 Telephone (925) 671-5267
MAYOR MATTHEW RINN COUNCILMEMBER TIMOTHY FLAHERTY
VICE MAYOR SUE NOACK COUNCILMEMBER ZAC SHESS
COUNCILMEMBER ALLEN VINSON
Options for observing the meeting and participating in public comment are provided below.
Public Communication. The public is welcome to address the City Council on items on the Consent Calendar or other items not listed on the agenda but within the Council’s jurisdiction during the general Public Comment period. There is an opportunity for the public to comment on other agenda items at the time they are discussed. Comments are generally limited to two minutes.
Public Participation Options
1) Watch the Meeting via Youtube Livestream at www.pleasanthillca.org/councilmeeting. 2) Submit Written Comments by 4 pm the Day of the Meeting to [email protected] (comments received by deadline will be provided to the City Council before the meeting). Please specify that the correspondence is for public comment at the Council meeting.
3) Make Public Comment During the Meeting
When the Mayor invites public comment (or public comments on specific agenda items), members of the public may attend the meeting in person and may speak on any matter within the City Council's jurisdiction. Please fill out a speaker's card, available at the entry to the Council Chambers, and turn it in to the City Clerk.
If, due to a disability, a reasonable accommodation is needed to participate in this meeting, please refer to the Providing Accessible Communication to the Public Under the Americans with Disabilities Act and AB 2449 document online at www.pleasanthillca.org/accessiblecommunications and contact the ADA Coordinator 48 hours in advance of the meeting at (925) 671-5267 or via California Relay at 711.
City Council Meeting Agenda Page 2 November 4, 2024
Materials related to an item on this agenda submitted to the Council after distribution of the agenda packet are available to the public in the City’s Public Records Portal at https://cityarchive.pleasanthillca.org/WebLink/ (click on City Council Agenda Packets) or by contacting the City Clerk at [email protected] or 925-671-5267.
City Council Meeting Recordings and Broadcasts.
Recorded City Council meetings are broadcast on Comcast Channel 28, Wave Channel 1029, and AT&T U-Verse Channel 99 on the Wednesday following the meeting. Video recordings are generally available within 48 hours of the meeting, and may be viewed on the City’s website at www.pleasanthillca.org/MeetingVideos and selecting “City Council” from the meeting groups.
Agendas are Available for Review on the City Hall official noticing bulletin board (100 Gregory Lane), at the Pleasant Hill Police Department (330 Civic Drive), the Pleasant Hill Senior Center (233 Gregory Lane), and on the City’s website at www.pleasanthillca.org/agendas. Agenda packets will be available to the public on the City’s website at the same time as they are made available to the City Council.
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. ROLL CALL
4. CLOSED SESSION REPORT
5. PRESENTATIONS
5.1 Proclamation Designating the Month of November as Homelessness Awareness Month
5.2 Update from the Contra Costa Water District
5.3 Water Supply Update from the East Bay Municipal Utility District
6. CITY MANAGER COMMENTS:
(Brief updates on pending City business without discussion by the City Council.)
7. COUNCIL ANNOUNCEMENTS AND REPORTS
7.1 Reports from Councilmembers on Meetings or Conferences Attended at City Expense
7.2 Announcements from Councilmembers
8. PUBLIC COMMENT:
The public is welcome at this time to address the City Council on items on the Consent Calendar or other items not listed on the agenda but within the Council’s jurisdiction. There is an opportunity for the public to comment on other agenda items at the time they are discussed.
Comments are limited to three minutes per speaker. To provide public comments, please see the Public Participation Options above.
9. CONSENT CALENDAR: All matters listed under “Consent Calendar” are considered by the Council to be routine and will be enacted by one motion. There will be no separate Council discussion of these items unless requested by a Councilmember prior to the time Council votes on the motion to adopt.
City Council Meeting Agenda Page 3 November 4, 2024
9.1 Approve Minutes for the Regular City Council Meeting of October 21, 2024
9.2 Approve Checks Dated: October 18, 2024; October 21, 2024; October 22, 2024; October 25, 2024
9.3 Adopt Resolution No. ___-24 Amending the City of Pleasant Hill Records Retention Schedule for all City Divisions
9.4 Adopt Resolution No. ___-24 Authorizing the City Manager to Execute a Side Letter of Agreement Between the City of Pleasant Hill and the Management Pay Plan (MPP) Adding the Classification Chief Financial Officer to the Plan
9.5 Adopt Resolution No. ___-24 Authorizing the City Manager to Execute a Three-Year Agreement with Sable Computer, Inc. for the Purchase and Implementation of DarkTrace Managed Detection and Response Cybersecurity Service
9.6 Adopt Resolution No. ___-24 Authorizing the City Manager to Execute an Agreement with AVISPL, Inc. for the Purchase and Replacement of Three Wireless Microphones in the Council Chambers Utilizing the Public, Educational, and Government Access Fund
10. ACTION CALENDAR
10.1 Adopt Resolution No. ___-24 Accepting Bid and Awarding the Construction Contract for the City Hall/Public Services Center & Community Center Emergency Generator Installation Project No. 03-24 and Authorize the City Manager to Execute a Construction Contract with CD & Power; and Allocate an Additional $115,440.53 in Available Funding
10.2 Study Session to review a Preliminary Draft of the comprehensive update to the City’s Zoning Ordinance (PHMC Title 18). The proposed comprehensive update to the Zoning Ordinance is necessary to implement the goals, policies and programs of the recently adopted 2040 General Plan and 2023-2031 Housing Element, as well as to address compliance with State law, and clarify and streamline existing processes.
11. ADJOURNMENT
Next City Council Meeting: November 18, 2024
CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: APPROVE MINUTES FOR THE REGULAR CITY COUNCIL MEETING OF OCTOBER 21, 2024
RECOMMENDED CITY COUNCIL ACTION
Approve the minutes.
ATTACHMENT(S):
October 21, 2024 – Tentative Minutes
Prepared by: Lyone Conner, City Clerk
9.1 Packet Pg. 4
MINUTES OF THE
REGULAR MEETING – CITY COUNCIL
October 21, 2024
City Council Meeting Minutes Page 1 October 21, 2024
Mayor Rinn called a Regular Meeting of the City Council to order at 7:00 PM, in the Council Chambers, 100 Gregory Lane, Pleasant Hill, CA, complete proceedings of which were electronically recorded. The meeting agenda was posted on the City Hall outdoor bulletin board at 100 Gregory Lane, Pleasant Hill, CA on October 17, 2024, by City Clerk Lyone Conner.
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. ROLL CALL
Attendee Name Title Status
Matthew Rinn Mayor Present
Sue Noack Vice Mayor Present
Timothy M. Flaherty Councilmember Absent
Allen Vinson Councilmember Present
Zac Shess Councilmember Present
4. CLOSED SESSION REPORT
Mayor Rinn reported that there was no closed session.
5. PRESENTATIONS
5.1 Introduction of Measure K Oversight Committee Members Debbie Baker and Evan Daily and Reintroduction of Planning Commissioner David Mascaro Councilmember Vinson introduced new members Debbie Baker and Evan Daily to the Measure K Oversight Committee, along with David Mascaro who was reappointed to the Planning Commission.
5.2 Proclamation Designating the Month of November as Native American Heritage Month Mayor Rinn presented a proclamation to Commissioner Lloyd Schine, on behalf of the Diversity Commission, declaring November 2024 as Native American Heritage Month.
5.3 Proclamation Designating the Month of October as Breast Cancer Awareness Month Mayor Rinn also read a proclamation declaring the month of October 2024 as Breast Cancer Awareness Month.
6. CITY MANAGER COMMENTS
Ethan Bindernagel, City Manager, reported that:
• The Candidate Write-in period for eligible residents in Districts 1 and 5 wishing to run for City Council concludes on October 22, 2024.
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City Council Meeting Minutes Page 2 October 21, 2024
• The Commission on Aging will host a ‘Coping with Grief during the Holidays’ facilitated discussion on November 13, 2024 in the Large Community Room. • The Pleasant Hill Civic Action Commission is seeking performers for the 2025 Summer Concert by the Lake Series. Applications are available October 1 – November 15 via the City’s website.
7. COUNCIL ANNOUNCEMENTS AND REPORTS
7.1 Reports from Councilmembers on Meetings or Conferences Attended at City Expense
Mayor Rinn reported that City Manager Bindernagel attended the Cal Cities Annual Conference in Long Beach, CA.
7.2 Announcements from Councilmembers
Councilmember Vinson reported his attendance on the San Francisco bus trip to watch the Blue Angels with members of the Pleasant Hill Senior Center.
Vice Mayor Noack clarified her absence from the Cal Cities Annual Conference due to a family emergency.
Mayor Rinn reported his attendance at the Chamber Mixer, which was held at WiseGirl Restaurant. He also attended the ‘Go Momentum’ event at the Concord Navel Weapon Station to view autonomous vehicle demonstrations.
Councilmember Shess reported his attendance at the East Bay Economic Development Alliance Board of Directors Quarterly meeting.
8. PUBLIC COMMENT
Mayor Rinn opened Public Comment.
The following members of the public spoke:
• Reverand Liz Ticheaor spoke on item 9.4
• Jenelle Towle spoke on item 9.4
Mayor Rinn closed Public Comment.
9. CONSENT CALENDAR
Motion (Noack/Vinson) to Approve consent items 9.1 – 9.5, carried as follows:
AYES: Noack, Shess, Vinson, Rinn
ABSENT: Flaherty
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City Council Meeting Minutes Page 3 October 21, 2024
9.1 Approve Minutes for the Regular City Council Meeting of October 7, 2024
9.2 Approve Checks Dated: October 04, 2024; October 11, 2024
9.3 Approve Appointment Recommendation to the Traffic Safety Commission
9.4 Adopt Ordinance No. 971 Amending Section 10.05.330 Living or Sleeping in Vehicles on Public Property and Adding Chapter 9.75, Camping on Public Property, to Title 9 (Health, Safety, and Welfare) of the Pleasant Hill Municipal Code.
9.5 Adopt Ordinance No. 972 Adding Chapter 2.57, Municipal electronic Filing System, to the Pleasant Hill Municipal Code, Approving Electronic and Paper Methods of Filing Campaign Finance Disclosure Statements.
10. ACTION CALENDAR
10.1 Adopt Resolution No. 70-24 Authorizing the City Manager to Execute a Design Professional Services Agreement with NCE for Engineering Design Services for the Taylor Boulevard Sidewalk Gap Closure Project
Transportation Manager Ryan McClain delivered a presentation on the areas of Taylor Boulevard that will require design improvements from the consultant.
Mayor Rinn opened public comment for item 10.1.
No members of the public commented.
Mayor Rinn closed public comment.
Motion (Noack/Shess) to Approve item 10.1, carried as follows:
AYES: Noack, Shess, Vinson, Rinn
ABSENT: Flaherty
10.2 Adopt Resolution No. 71-24 Accepting Pre-Approved Accessory Dwelling Unit Architectural Plans for a Permit Ready Accessory Dwelling Unit Program Exempt pursuant to Section 15061(b)(3) of the CEQA Guidelines Senior Planner Haley Croffoot introduced RRM Design Group Consultant Randall Russom, who provided a presentation on the nine permit-ready designs for the Accessory Dwelling Unit Program.
Mayor Rinn opened public comment for item 10.2.
No members of the public commented.
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City Council Meeting Minutes Page 4 October 21, 2024
Mayor Rinn closed public comment.
Motion (Vinson/Noack) to Approve item 10.2, carried as follows:
AYES: Noack, Shess, Vinson, Rinn
ABSENT: Flaherty
ADJOURNMENT
Mayor Rinn adjourned the meeting at 7:50 p.m. The next Regular City Council meeting will be held on Monday, November 4, 2024, beginning at 7:00 p.m.
LYONE P. CONNER, CITY CLERK
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CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: APPROVE CHECKS DATED: OCTOBER 18, 2024; OCTOBER 21, 2024; OCTOBER 22, 2024; OCTOBER 25, 2024
RECOMMENDED CITY COUNCIL ACTION
Approve the check register.
ATTACHMENT(S):
Check Register
Prepared by: Maria Alfredo, Accounting Technician I
Approved by: Erick Cheung, Finance Manager
9.2 Packet Pg. 9
10/18/2024 9:30:12 AM Page 1 of 8
Expense Approval Report
Pleasant Hill, CA By Vendor Name
Payment Dates 10/18/2024 - 10/18/2024
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: 21ST - 21ST CENTURY SOUNDS CUSTOM DJ ENTERTAINMENT 21ST CENTURY SOUNDS CUS… 240927 09/27/2024 DJ ENTERTAI FOR THE CSD'24…101-4002-0000-700075 344921 10/18/2024 825.00 Vendor 21ST - 21ST CENTURY SOUNDS CUSTOM DJ ENTERTAINMENT Total: 825.00 Vendor: ALA06 - ALAMEDA COUNTY SHERIFF'S OFFICE
ALAMEDA COUNTY SHERIFF'S…290131-0924-8554 10/18/2024 EVOC TRAINING 101-2001-0000-640011 344922 10/18/2024 9,497.00 Vendor ALA06 - ALAMEDA COUNTY SHERIFF'S OFFICE Total: 9,497.00 Vendor: ALS01 - ALSCO
ALSCO LSAC2087509 10/18/2024 MATS, TOWELS, LAUNDRY S… 101-2001-0000-660014 344923 10/18/2024 182.55 ALSCO LSAC2090974 10/18/2024 MATS, TOWELS, LAUNDRY S… 101-2001-0000-660014 344923 10/18/2024 182.55 Vendor ALS01 - ALSCO Total: 365.10
Vendor: AMA05 - AMAZON CAPITAL SERVICES
AMAZON CAPITAL SERVICES 1DTP-DR14-MWDF 10/18/2024 GIFT BAGS - HR 101-1014-0000-660016 344924 10/18/2024 32.60 AMAZON CAPITAL SERVICES 1H4V-4D3T-DJ36 10/18/2024 MESH FILE FOLDER SORTER … 101-1016-0000-660016 344927 10/18/2024 23.54 AMAZON CAPITAL SERVICES 1MK6-W76P-NPWN 10/18/2024 FILE BOXES FOR SCANNING P…101-1016-0000-660016 344926 10/18/2024 73.71 AMAZON CAPITAL SERVICES 1PPJ-X1QY-TVT6 10/18/2024 CH- SUPCASE IPHONE CS BUI… 402-1012-0000-660024 344925 10/18/2024 21.80 Vendor AMA05 - AMAZON CAPITAL SERVICES Total: 151.65
Vendor: ANG10 - ANGEL ARMOR
ANGEL ARMOR INV11143.1 10/18/2024 BALLISTIC VEST FOR SOPHIA … 101-2001-0000-660026 344928 10/18/2024 1,404.58 Vendor ANG10 - ANGEL ARMOR Total: 1,404.58
Vendor: ATT04 - AT&T
AT&T 22385812 10/18/2024 ANALOG PH LN FOR FR ALRM…101-1012-0000-670020 344930 10/18/2024 117.30 AT&T 22385819 10/18/2024 ANAL PH LN FOR ENGR FAX 9…101-1012-0000-670020 344930 10/18/2024 88.15 AT&T 22387743 10/18/2024 PHONE SVCS FOR ACCT 9391… 101-2001-0000-670020 344931 10/18/2024 30.42 AT&T 22388270 10/18/2024 PRI LINE AT CH FOR VOIP AC… 101-1012-0000-670020 344930 10/18/2024 1,259.34 AT&T 22391127 10/18/2024 SIP TRUNK FOR LIBRARY PH… 101-1012-0000-670020 344930 10/18/2024 464.05 AT&T 22407889 10/18/2024 PHONE SVCS FOR ACCT 9391… 101-2001-0000-670020 344932 10/18/2024 40.85 Vendor ATT04 - AT&T Total: 2,000.11
Vendor: ATT23 - AT&T
AT&T ACCT 322394749 9/23/24 10/18/2024 INTERNET FOR LIBRARY 101-1012-0000-670020 344929 10/18/2024 133.75 Vendor ATT23 - AT&T Total: 133.75
Vendor: SHA15 - BATTERIES PLUS BULBS
BATTERIES PLUS BULBS P75720157 10/18/2024 BATT: STOCK, LIBRARY, PD- … 101-5097-0000-620065 344933 10/18/2024 876.88 BATTERIES PLUS BULBS P75720157 10/18/2024 BATT: STOCK, LIBRARY, PD- … 101-5097-0000-650016 344933 10/18/2024 26.11 BATTERIES PLUS BULBS P75720157 10/18/2024 BATT: STOCK, LIBRARY, PD- … 103-5105-0000-650017 344933 10/18/2024 83.85
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Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 2 of 8
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount BATTERIES PLUS BULBS P75720157 10/18/2024 BATT: STOCK, LIBRARY, PD- … 226-4023-0000-660036 344933 10/18/2024 9.78 Vendor SHA15 - BATTERIES PLUS BULBS Total: 996.62
Vendor: BAY06 - BAY AREA AIR QUALITY MGMT DIST.
BAY AREA AIR QUALITY MG… T177119 10/18/2024 ANNUAL PERMIT 101-2001-0000-620123 344934 10/18/2024 288.00 Vendor BAY06 - BAY AREA AIR QUALITY MGMT DIST. Total: 288.00 Vendor: BOU02 - BOUND TREE MEDICAL, LLC
BOUND TREE MEDICAL, LLC 85501444 10/18/2024 GLOVES 101-2001-0000-660014 344935 10/18/2024 803.84 Vendor BOU02 - BOUND TREE MEDICAL, LLC Total: 803.84
Vendor: CAL33 - CALIF PEACE OFFICERS ASSC
CALIF PEACE OFFICERS ASSC 435420 10/18/2024 2024/2025 CPOA DUES FOR … 101-2001-0000-620121 344936 10/18/2024 1,150.00 Vendor CAL33 - CALIF PEACE OFFICERS ASSC Total: 1,150.00 Vendor: CCC12 - CCC POLICE CHIEF'S ASSOCIATION
CCC POLICE CHIEF'S ASSOCI… 24-19 10/18/2024 2024/2025 CPCA MEMBERSH…101-2001-0000-620121 344937 10/18/2024 775.00 Vendor CCC12 - CCC POLICE CHIEF'S ASSOCIATION Total: 775.00 Vendor: CHA21 - CHARLES KOPP INC
CHARLES KOPP INC CEI 13057 10/18/2024 FLOCK SAFETY COND PAN/Z… 241-2001-0000-660026 344938 10/18/2024 415.04 Vendor CHA21 - CHARLES KOPP INC Total: 415.04
Vendor: CHE19 - CHEUNG, ERICK
CHEUNG, ERICK 241018 10/18/2024 TRAVEL EXPENSE REPORT/ C… 101-1010-0000-640021 344939 10/18/2024 565.00 Vendor CHE19 - CHEUNG, ERICK Total: 565.00
Vendor: COL24 - COLE PRO MEDIA, LLC
COLE PRO MEDIA, LLC 4389 10/18/2024 SOCIAL MEDIA ASSISTANCE/… 241-2005-0000-630018 344940 10/18/2024 2,500.00 Vendor COL24 - COLE PRO MEDIA, LLC Total: 2,500.00
Vendor: COM02 - COMCAST
COMCAST ACCT 8155 40 003 0008492 9…10/18/2024 MONTHLY CALBE SVC 101-2001-0000-670010 344942 10/18/2024 531.58 COMCAST ACCT 8155 40 003 0053878 … 10/18/2024 MONTHLY FROM OCT 15, 20… 101-1012-0000-670010 344941 10/18/2024 73.59 Vendor COM02 - COMCAST Total: 605.17
Vendor: COM47 - COMCAST
COMCAST 1001520606 10/18/2024 MONTHLY INTERNET SVC 101-2001-0000-670010 344943 10/18/2024 2,021.93 Vendor COM47 - COMCAST Total: 2,021.93
Vendor: CON25 - CONCORD CAR STEREO
CONCORD CAR STEREO 8970 10/18/2024 WINDOW TINT FOR VEHICLE …101-2001-0000-650051 344944 10/18/2024 225.00 Vendor CON25 - CONCORD CAR STEREO Total: 225.00
Vendor: COR13 - CORELOGIC SOLUTIONS, LLC
CORELOGIC SOLUTIONS, LLC 30741789 10/18/2024 REALQST MO/ USAGE FEE AC…101-1012-0000-650036 344945 10/18/2024 218.55 Vendor COR13 - CORELOGIC SOLUTIONS, LLC Total: 218.55
Vendor: CRI07 - CRIME SCENE CLEANERS INC
CRIME SCENE CLEANERS INC 89866 10/18/2024 CLEAN-UP OF ENCAMPMENT …101-2001-0000-630041 344946 10/18/2024 800.00 Vendor CRI07 - CRIME SCENE CLEANERS INC Total: 800.00
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Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 3 of 8
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: DEL20 - DE LAGE LANDEN FINANCIAL SVCS, INC.
DE LAGE LANDEN FINANCIAL …588516716 10/18/2024 CH & PD COPI LEASE ACCT 6… 101-1012-0000-620052 344947 10/18/2024 1,612.79 DE LAGE LANDEN FINANCIAL …588516716 10/18/2024 CH & PD COPI LEASE ACCT 6… 101-2001-0000-620052 344947 10/18/2024 1,051.25 Vendor DEL20 - DE LAGE LANDEN FINANCIAL SVCS, INC. Total: 2,664.04 Vendor: DEP06 - DEPARTMENT OF JUSTICE
DEPARTMENT OF JUSTICE 768158 10/18/2024 DOJ DOCUMENT PROCESSIN… 101-2001-0000-620123 344948 10/18/2024 128.00 Vendor DEP06 - DEPARTMENT OF JUSTICE Total: 128.00
Vendor: DIA02 - DIABLO TROPHIES & AWARDS
DIABLO TROPHIES & AWARDS 19186 10/18/2024 BUSINESS CARDS FOR NICK … 401-1012-0000-660024 344949 10/18/2024 75.39 DIABLO TROPHIES & AWARDS 19188 10/18/2024 NAME PLATE - FRO DANNY … 101-3001-0000-660016 344949 10/18/2024 10.93 Vendor DIA02 - DIABLO TROPHIES & AWARDS Total: 86.32
Vendor: DUA01 - DU-ALL SAFETY, LLC
DU-ALL SAFETY, LLC 25685 10/18/2024 SAFETY TRAINING SEPT 2024 101-1014-0000-630020 344950 10/18/2024 3,565.00 Vendor DUA01 - DU-ALL SAFETY, LLC Total: 3,565.00
Vendor: ESC80 - ESCRIBE SOFTWARE LTD.
ESCRIBE SOFTWARE LTD. 9890 09/27/2024 LICENSE RENEWAL FOR 10/1… 101-1012-0000-650036 344951 10/18/2024 26,769.76 Vendor ESC80 - ESCRIBE SOFTWARE LTD. Total: 26,769.76
Vendor: EVE08 - EVERBRIDGE, INC
EVERBRIDGE, INC M83731 10/18/2024 NIXLE 360 SUBSCRIPTION 101-2001-0000-630040 344952 10/18/2024 6,380.17 Vendor EVE08 - EVERBRIDGE, INC Total: 6,380.17
Vendor: EWI01 - EWING IRRIGATION PRODUCTS
EWING IRRIGATION PRODUC… 241018 10/18/2024 LNDSCAPG ITEMS FOR CH, A… 101-5097-0000-650017 344953 10/18/2024 184.43 EWING IRRIGATION PRODUC… 241018 10/18/2024 LNDSCAPG ITEMS FOR CH, A… 101-5097-0000-660036 344953 10/18/2024 689.72 EWING IRRIGATION PRODUC… 241018 10/18/2024 LNDSCAPG ITEMS FOR CH, A… 226-4019-0000-660036 344953 10/18/2024 198.04 EWING IRRIGATION PRODUC… 241018 10/18/2024 LNDSCAPG ITEMS FOR CH, A… 226-4022-0000-660036 344953 10/18/2024 499.03 EWING IRRIGATION PRODUC… 241018 10/18/2024 LNDSCAPG ITEMS FOR CH, A… 227-4025-0000-660036 344953 10/18/2024 53.33 Vendor EWI01 - EWING IRRIGATION PRODUCTS Total: 1,624.55 Vendor: FOR06 - FORENSIC SERVICES DIVISION
FORENSIC SERVICES DIVISION PHPD-2408 10/18/2024 DRUGS/ALCOHOL/TOXICOL… 101-2001-0000-630033 344954 10/18/2024 9,165.00 FORENSIC SERVICES DIVISION PHPD-2408-SUPP 10/18/2024 DRUGS/ALCOHOL/TOXIO TS… 101-2001-0000-630033 344954 10/18/2024 359.10 Vendor FOR06 - FORENSIC SERVICES DIVISION Total: 9,524.10 Vendor: GAR17 - GARCIA, AARON
GARCIA, AARON 241018 10/18/2024 PER DIEM AT CIT/FTO TRAIN… 101-2001-0000-640011 344955 10/18/2024 17.00 Vendor GAR17 - GARCIA, AARON Total: 17.00
Vendor: HUN03 - HUNT & SONS, LLC
HUNT & SONS, LLC 263033 10/18/2024 UNLEADED GAS FOR PD 2670…101-5097-0000-620062 344956 10/18/2024 11,509.77 Vendor HUN03 - HUNT & SONS, LLC Total: 11,509.77
Vendor: ICM03 - ICMA MEMBERSHIP RENEWALS
ICMA MEMBERSHIP RENEWA…241018 10/18/2024 ANNUAL MEMBERSHIP DUES…101-1014-0000-620121 344957 10/18/2024 200.00 Vendor ICM03 - ICMA MEMBERSHIP RENEWALS Total: 200.00
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Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 4 of 8
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: IDI58 - IDI
IDI IN758815 10/18/2024 MO/SVCS FOR INVESTIGATI… 101-2001-0000-620122 344958 10/18/2024 270.00 Vendor IDI58 - IDI Total: 270.00
Vendor: IED01 - IEDA
IEDA 200616519 10/18/2024 MEMBER DUES FOR LABOR R…101-1014-0000-630040 344959 10/18/2024 2,265.12 Vendor IED01 - IEDA Total: 2,265.12
Vendor: KIR01 - KIRBY, CYNTHIA M.
KIRBY, CYNTHIA M. 2401015 10/18/2024 PRE-EMPLOYEMENT POLYGR… 101-2001-0000-630033 344960 10/18/2024 4,375.00 Vendor KIR01 - KIRBY, CYNTHIA M. Total: 4,375.00
Vendor: KIS02 - KIS
KIS 81707 10/18/2024 PO/0120 LABOR BLOCK FOR … 402-2001-0000-630016 344961 10/18/2024 17,000.00 KIS 81707A 10/18/2024 PO/0120 LABOR BLOCK FOR … 401-1012-0000-630016 344961 10/18/2024 17,000.00 Vendor KIS02 - KIS Total: 34,000.00
Vendor: KON01 - KONE
KONE 871485939 10/18/2024 QUARTERLY ELEVATOR SERV… 101-2001-0000-650019 344962 10/18/2024 1,896.03 Vendor KON01 - KONE Total: 1,896.03
Vendor: KUH01 - KUHN, ANDREW
KUHN, ANDREW 241018 10/18/2024 PER DIEM AT CIT/FTO TRAIN… 101-2001-0000-640011 344963 10/18/2024 17.00 Vendor KUH01 - KUHN, ANDREW Total: 17.00
Vendor: LEH02 - LEHR
LEHR SI108266 10/18/2024 SIREN REPAIR ON VEHICLE 101-2001-0000-650051 344964 10/18/2024 469.08 Vendor LEH02 - LEHR Total: 469.08
Vendor: MOR15 - MORRISON, JUSTIN
MORRISON, JUSTIN 241018 10/18/2024 PER DIEM AT CIT/FTO TRAIN… 101-2001-0000-640011 344965 10/18/2024 17.00 Vendor MOR15 - MORRISON, JUSTIN Total: 17.00
Vendor: MUN01 - MUNICIPAL POOLING AUTHORITY
MUNICIPAL POOLING AUTH… INV004023; INV004078 10/18/2024 UNMET LIAB DEDUCTIBLE, J… 101-1015-0000-680020 344966 10/18/2024 900.00 MUNICIPAL POOLING AUTH… INV004023; INV004078 10/18/2024 UNMET LIAB DEDUCTIBLE, J… 101-1015-0000-680020 344966 10/18/2024 743.87 Vendor MUN01 - MUNICIPAL POOLING AUTHORITY Total: 1,643.87 Vendor: MUN14 - MUNOZ, BEATRIZ
MUNOZ, BEATRIZ 241018 10/18/2024 PER DIEM AT CIT/FTO TRAIN… 101-2001-0000-640011 344967 10/18/2024 17.00 Vendor MUN14 - MUNOZ, BEATRIZ Total: 17.00
Vendor: OFF20 - ODP BUSINESS SOLUTIONS, LLC
ODP BUSINESS SOLUTIONS, L…383685849001 10/18/2024 PENS, TAPE, ETC 101-2001-0000-660016 344970 10/18/2024 26.32 ODP BUSINESS SOLUTIONS, L…383687216001 10/18/2024 PENS 101-2001-0000-660016 344969 10/18/2024 15.27 ODP BUSINESS SOLUTIONS, L…384079974001 10/18/2024 CUPS 101-2001-0000-660016 344971 10/18/2024 65.55 ODP BUSINESS SOLUTIONS, L…386035869001 10/18/2024 PLANNER 101-2001-0000-660016 344968 10/18/2024 128.97 Vendor OFF20 - ODP BUSINESS SOLUTIONS, LLC Total: 236.11 Vendor: PET14 - PETRO-ANALYTICAL INC
PETRO-ANALYTICAL INC 129131; 129140 10/18/2024 PO/7002 PROFESSIONAL SVC…308-5147-0000-800030 344920 10/18/2024 385,129.50
9.2.a
Packet Pg. 13
Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 5 of 8
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount PETRO-ANALYTICAL INC 129140; 129131 10/18/2024 PO/7002 PROFESSIONAL SVC…308-5147-0000-800030 344920 10/18/2024 224,827.50 Vendor PET14 - PETRO-ANALYTICAL INC Total: 609,957.00
Vendor: PRE12 - PRESTIGE PRINTING & GRAPHICS
PRESTIGE PRINTING & GRAPH…96633 10/18/2024 BUS CARDS FOR ESPINOZA, F… 101-2001-0000-620116 344972 10/18/2024 280.20 Vendor PRE12 - PRESTIGE PRINTING & GRAPHICS Total: 280.20 Vendor: ROB03 - ROBERT HALF
ROBERT HALF 64155631 10/18/2024 PYCHECK FOR PER-DIEM EM… 101-2001-0000-611050 344973 10/18/2024 2,203.48 ROBERT HALF 64181017 10/18/2024 PYCHECK FOR PER-DIEM EM… 101-2001-0000-611050 344973 10/18/2024 2,611.52 Vendor ROB03 - ROBERT HALF Total: 4,815.00
Vendor: RRM24 - RRM DESIGN GROUP
RRM DESIGN GROUP 3460-01-0924 10/18/2024 PO/00401 PH ACCESSORY D… 295-4004-0000-630040 344974 10/18/2024 8,656.25 Vendor RRM24 - RRM DESIGN GROUP Total: 8,656.25
Vendor: STA67 - SECURITAS TECHNOLOGY CORPORATION
SECURITAS TECHNOLOGY CO… 6004519366 10/18/2024 MONITRG SVC FOR ALRM SYS…101-5097-0000-650041 344975 10/18/2024 284.49 SECURITAS TECHNOLOGY CO… 6004566789 10/18/2024 MONITRG SVC FOR ALRM SYS…101-5097-0000-650041 344975 10/18/2024 284.49 Vendor STA67 - SECURITAS TECHNOLOGY CORPORATION Total: 568.98 Vendor: SHA24 - SHAUNNA J. EDWARDS, LCSW
SHAUNNA J. EDWARDS, LCSW 241018 10/18/2024 DEPARTMENT THERAPIST SV… 101-2013-0000-630018 344976 10/18/2024 1,050.00 Vendor SHA24 - SHAUNNA J. EDWARDS, LCSW Total: 1,050.00 Vendor: SOL24 - SOLID WHEELS AUTO
SOLID WHEELS AUTO 241018 10/18/2024 BL#46337 CLOSED 10/10/24 … 101-0000-0000-404010 344977 10/18/2024 37.00 Vendor SOL24 - SOLID WHEELS AUTO Total: 37.00
Vendor: DEX01 - STEVEN DEXHEIMER
STEVEN DEXHEIMER 2402-61CM 10/18/2024 PRE-EMPLOYMENT BACKGR… 101-1014-0000-630021 344978 10/18/2024 2,405.21 Vendor DEX01 - STEVEN DEXHEIMER Total: 2,405.21
Vendor: REG01 - THE REGENTS OF THE UNIVERSITY OF CALIFORNIA THE REGENTS OF THE UNIVE… IN00168122;IN00177558;AC… 10/18/2024 CEB PUBLIC UPDATES-LAW LI…101-1007-0000-620122 344979 10/18/2024 383.31 THE REGENTS OF THE UNIVE… IN00168122;IN00177558;AC… 10/18/2024 CEB PUBLICCATION UPDATES…101-1007-0000-620122 344979 10/18/2024 475.08 THE REGENTS OF THE UNIVE… IN00168122;IN00177558;AC… 10/18/2024 CEB PUBLICCATION UPDATES…101-1007-0000-620122 344979 10/18/2024 1,471.12 Vendor REG01 - THE REGENTS OF THE UNIVERSITY OF CALIFORNIA Total: 2,329.51 Vendor: TIL01 - TILLMAN, KEVIN
TILLMAN, KEVIN 241018 10/18/2024 EDUCATION INCENTIVE/KEVI… 101-2001-0000-630033 344980 10/18/2024 594.49 Vendor TIL01 - TILLMAN, KEVIN Total: 594.49
Vendor: T-M02 - T-MOBILE USA, INC
T-MOBILE USA, INC 9581145701 10/18/2024 INVESTIGATIONS PHONE TR… 101-2001-0000-670020 344981 10/18/2024 450.00 Vendor T-M02 - T-MOBILE USA, INC Total: 450.00
Vendor: CCC09 - TREASURER OF CCC
TREASURER OF CCC 241018 10/18/2024 CAL ID SVCS FOR THE 2024/2… 101-2001-0000-620037 344982 10/18/2024 57,624.00 Vendor CCC09 - TREASURER OF CCC Total: 57,624.00
9.2.a
Packet Pg. 14
Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 6 of 8
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: TRI24 - TRI STATE WATER, POWER AND AIR
TRI STATE WATER, POWER A… 241018 10/18/2024 APPL & PD FOR BL#47051. C… 101-0000-0000-404010 344983 10/18/2024 136.00 TRI STATE WATER, POWER A… 241018 10/18/2024 APPL & PD FOR BL#47051. C… 203-240096 344983 10/18/2024 4.00 Vendor TRI24 - TRI STATE WATER, POWER AND AIR Total: 140.00 Vendor: 10051 - VELASCO, ABRAHAM
VELASCO, ABRAHAM 241018 10/18/2024 TUITION FOR MAMFF BAS A… 101-2001-0000-640011 344984 10/18/2024 75.00 VELASCO, ABRAHAM 241018A 10/18/2024 PER DIEM AT MAMFF TRAINI… 101-2001-0000-640011 344984 10/18/2024 51.00 Vendor 10051 - VELASCO, ABRAHAM Total: 126.00
Vendor: VER09 - VERIZON WIRELESS
VERIZON WIRELESS 9975187208 10/18/2024 PHONE BLL FOR ACCT 37102… 101-2001-0000-670010 344986 10/18/2024 3,419.95 VERIZON WIRELESS 9975187208 10/18/2024 PHONE BLL FOR ACCT 37102… 402-2001-0000-650033 344986 10/18/2024 344.60 VERIZON WIRELESS 9975194088 10/18/2024 PHON SVC- PSC ( SEPT 2-OCT… 101-5097-0000-670010 344985 10/18/2024 417.30 Vendor VER09 - VERIZON WIRELESS Total: 4,181.85
Vendor: VER07 - VERMILLION, SCOTT
VERMILLION, SCOTT 241018 10/18/2024 PER DIEM AT IACP/ BOSTON,… 101-2001-0000-640011 344987 10/18/2024 407.00 Vendor VER07 - VERMILLION, SCOTT Total: 407.00
Vendor: AST02 - WAVE
WAVE 103859701-0011079 10/18/2024 CH INTERNET CONN ACCT 15… 101-1012-0000-670010 344988 10/18/2024 943.20 Vendor AST02 - WAVE Total: 943.20
Vendor: WEX02 - WEX HEALTH INC
WEX HEALTH INC 2027986-IN 10/18/2024 FSA MONTHLY FEE SEPT 2024 101-1010-0000-612170 344989 10/18/2024 70.00 Vendor WEX02 - WEX HEALTH INC Total: 70.00
Grand Total: 828,051.95
9.2.a
Packet Pg. 15
Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 7 of 8
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 171,233.84
103 - MEASURE K FUND 83.85
203 - DISABILITY ACCESS FUND 4.00
226 - COMMERCIAL LANDSCAPE & LIGHTING - DISTRICT … 706.85 227 - LANDSCAPE AND LIGHTING-ASSESSMENT DISTRICT… 53.33 241 - SUPPLEMENTAL LAW ENFORCEMENT SERVICES FU… 2,915.04 295 - AMERICAN RESCUE PLAN ACT (ARPA) FUND 8,656.25
308 - CAPITAL PROJECT FUND 609,957.00
401 - CITY HALL/PUBLIC SERVICE CENTER TECHNOLOGY … 17,075.39 402 - PD TECHNOLOGY FUND 17,366.40
Grand Total: 828,051.95
Account Summary
Account Number Account Name Payment Amount
101-0000-0000-404010 BUSINESS LICENSE FEE 173.00
101-1007-0000-620122 PUBLICATIONS/SUBSCRI… 2,329.51
101-1010-0000-612170 FLEXIBLE SPENDING AD… 70.00
101-1010-0000-640021 EDUC/CONF/O/N 565.00
101-1012-0000-620052 EQ/LSE&INST PMT 1,612.79
101-1012-0000-650036 MAINT/SOFTWARE 26,988.31
101-1012-0000-670010 UTIL/COMMUNCTNS 1,016.79
101-1012-0000-670020 UTIL/TELEPHONE 2,062.59
101-1014-0000-620121 MEMBERSHIP 200.00
101-1014-0000-630020 EMPLYEE TRAING 3,565.00
101-1014-0000-630021 HIRE/TEST SVCS 2,405.21
101-1014-0000-630040 CONTRACTUAL SVC 2,265.12
101-1014-0000-660016 SUPPLIES/OFFICE 32.60
101-1015-0000-680020 INSURANCE/LIAB,VEH … 1,643.87
101-1016-0000-660016 SUPPLIES/OFFICE 97.25
101-2001-0000-611050 SALARY-PART TIME TEM… 4,815.00
101-2001-0000-620037 CAL-ID SVCS 57,624.00
101-2001-0000-620052 EQ/LSE&INST PMT 1,051.25
101-2001-0000-620116 PD PRINTING 280.20
101-2001-0000-620121 MEMBERSHIP 1,925.00
101-2001-0000-620122 PUBLICATIONS/SUBSCRI… 270.00
101-2001-0000-620123 GOVERNMENT LICENSE … 416.00
101-2001-0000-630033 P.D. OTHER SVCS 14,493.59
101-2001-0000-630040 CONTRACTUAL SVC 6,380.17
101-2001-0000-630041 HAZ WASTE SVCS 800.00
101-2001-0000-640011 POST TRAING SVC 10,098.00
9.2.a
Packet Pg. 16
Expense Approval Report Payment Dates: 10/18/2024 - 10/18/2024 10/18/2024 9:30:12 AM Page 8 of 8
Account Summary
Account Number Account Name Payment Amount
101-2001-0000-650019 MAINT/ELEVATOR 1,896.03
101-2001-0000-650051 MAINT/P.D. AUTO 694.08
101-2001-0000-660014 SUPPLIES/OPERATING 1,168.94
101-2001-0000-660016 SUPPLIES/OFFICE 236.11
101-2001-0000-660026 SAFETY EQUIPMENT REP… 1,404.58
101-2001-0000-670010 UTIL/COMMUNCTNS 5,973.46
101-2001-0000-670020 UTIL/TELEPHONE 521.27
101-2013-0000-630018 MISC OUTSD SVCS 1,050.00
101-3001-0000-660016 SUPPLIES/OFFICE 10.93
101-4002-0000-700075 COMMUNITY SERVICE D… 825.00
101-5097-0000-620062 AUTO/GASOLINE 11,509.77
101-5097-0000-620065 AUTO/PRTS/TIRES 876.88
101-5097-0000-650016 MAINT/PD BLDG 26.11
101-5097-0000-650017 MAINT/CH BLDG 184.43
101-5097-0000-650041 MAINT/FIR/SCRTY 568.98
101-5097-0000-660036 SUPPLIES/LAND MATERI… 689.72
101-5097-0000-670010 UTIL/COMMUNCTNS 417.30
103-5105-0000-650017 MAINT/CH BLDG 83.85
203-240096 DISABILITY ACCESS FEE 4.00
226-4019-0000-660036 SUPPLIES/LAND MATERI… 198.04
226-4022-0000-660036 SUPPLIES/LAND MATERI… 499.03
226-4023-0000-660036 SUPPLIES/LAND MATERI… 9.78
227-4025-0000-660036 SUPPLIES/LAND MATERI… 53.33
241-2001-0000-660026 SAFETY EQUIPMENT REP… 415.04
241-2005-0000-630018 MISC OUTSD SVCS 2,500.00
295-4004-0000-630040 CONTRACTUAL SVC 8,656.25
308-5147-0000-800030 CONSTRUCTION 609,957.00
401-1012-0000-630016 COMPTR CONSLTNT 17,000.00
401-1012-0000-660024 SUPPLIES/NON CAPITALI… 75.39
402-1012-0000-660024 SUPPLIES/NON CAPITALI… 21.80
402-2001-0000-630016 COMPTR CONSLTNT 17,000.00
402-2001-0000-650033 MAINT/TELEPHONE 344.60
Grand Total: 828,051.95
Project Account Summary
Project Account Key Payment Amount
**None** 828,051.95
Grand Total: 828,051.95
2024-10-18
9.2.a
Packet Pg. 17
10/22/2024 9:02:11 AM Page 1 of 2
Expense Approval Report
Pleasant Hill, CA By Vendor Name
Payment Dates 10/21/2024 - 10/21/2024
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: WEX01 - WEX BANK
WEX BANK 99736994 10/21/2024 GAS CARDS FOR THE PD IN S… 101-2001-0000-620062 344990 10/21/2024 446.59 Vendor WEX01 - WEX BANK Total: 446.59
Grand Total: 446.59
9.2.a
Packet Pg. 18
Expense Approval Report Payment Dates: 10/21/2024 - 10/21/2024 10/22/2024 9:02:11 AM Page 2 of 2
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 446.59
Grand Total: 446.59
Account Summary
Account Number Account Name Payment Amount
101-2001-0000-620062 AUTO/GASOLINE 446.59
Grand Total: 446.59
Project Account Summary
Project Account Key Payment Amount
**None** 446.59
Grand Total: 446.59
2024-10-22
9.2.a
Packet Pg. 19
10/22/2024 2:28:05 PM Page 1 of 3
Expense Approval Report
Pleasant Hill, CA By Vendor Name
Payment Dates 10/22/2024 - 10/22/2024
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: ATT04 - AT&T
AT&T 22302809 10/22/2024 PHONE SVCS FOR ACCT 9391… 101-2001-0000-670020 344991 10/22/2024 35.29 AT&T 22302815 10/22/2024 PHONE SVCS FOR ACCT 9391… 101-2001-0000-670020 344991 10/22/2024 30.42 Vendor ATT04 - AT&T Total: 65.71
Vendor: CON56 - CONCORD UNIFORMS LLC
CONCORD UNIFORMS LLC 21387 10/22/2024 UNIFORM ITEMS FOR DISPA… 101-2001-0000-612290 344992 10/22/2024 429.51 CONCORD UNIFORMS LLC 21388 10/22/2024 UNIFORM ITEMS FOR DISPA… 101-2001-0000-612290 344992 10/22/2024 450.52 Vendor CON56 - CONCORD UNIFORMS LLC Total: 880.03
Vendor: DEP06 - DEPARTMENT OF JUSTICE
DEPARTMENT OF JUSTICE 760974 10/22/2024 DOJ DOCUMENT PROCESSIN… 101-2001-0000-620123 344993 10/22/2024 356.00 Vendor DEP06 - DEPARTMENT OF JUSTICE Total: 356.00
Vendor: INT16 - INTOXIMETERS, INC.
INTOXIMETERS, INC. 241025 10/22/2024 ALCO SENSORS, MOUTHPIEC… 101-2001-0000-660014 344994 10/22/2024 1,680.05 Vendor INT16 - INTOXIMETERS, INC. Total: 1,680.05
Vendor: KAR05 - KARSTE CONSULTING, INC.
KARSTE CONSULTING, INC. 2024/25-#1 10/22/2024 EOC PLAN REVIEW & WORKE…101-2001-0000-630033 344995 10/22/2024 2,500.00 Vendor KAR05 - KARSTE CONSULTING, INC. Total: 2,500.00
Vendor: LAW08 - LAW ENFORCEMENT TRAINING CEN
LAW ENFORCEMENT TRAINI… 24-3720 10/22/2024 RANGE TRAINING FOR THE … 101-2001-0000-640011 344996 10/22/2024 425.00 Vendor LAW08 - LAW ENFORCEMENT TRAINING CEN Total: 425.00 Vendor: OFF20 - ODP BUSINESS SOLUTIONS, LLC
ODP BUSINESS SOLUTIONS, L…383889957003 10/22/2024 COFFEE ETC 101-2001-0000-660016 344998 10/22/2024 16.57 ODP BUSINESS SOLUTIONS, L…386470534001 10/22/2024 TONER 101-2001-0000-660016 344997 10/22/2024 252.88 Vendor OFF20 - ODP BUSINESS SOLUTIONS, LLC Total: 269.45 Vendor: PGE01 - PG&E
PG&E ACCT 1090540129-4 9/17/24 10/22/2024 ELECTRICITY 08/12/24 - 09/1… 101-2001-0000-670015 344999 10/22/2024 9,812.75 Vendor PGE01 - PG&E Total: 9,812.75
Vendor: ROB03 - ROBERT HALF
ROBERT HALF 64100002 10/22/2024 PYCHECK FOR PER-DIEM EM… 101-2001-0000-611050 345000 10/22/2024 1,713.81 Vendor ROB03 - ROBERT HALF Total: 1,713.81
Vendor: SHR01 - STERICYCLE, INC.
STERICYCLE, INC. 8008226473 10/22/2024 PAPER SHREDDING SVC 101-2001-0000-630040 345001 10/22/2024 555.76 Vendor SHR01 - STERICYCLE, INC. Total: 555.76
9.2.a
Packet Pg. 20
Expense Approval Report Payment Dates: 10/22/2024 - 10/22/2024 10/22/2024 2:28:05 PM Page 2 of 3
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: SUP02 - SUPER STATION CAR WASH
SUPER STATION CAR WASH 7101 10/22/2024 CAR WASHES FOR AUG 2024 101-2001-0000-650051 345002 10/22/2024 697.40 Vendor SUP02 - SUPER STATION CAR WASH Total: 697.40
Grand Total: 18,955.96
9.2.a
Packet Pg. 21
Expense Approval Report Payment Dates: 10/22/2024 - 10/22/2024 10/22/2024 2:28:05 PM Page 3 of 3
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 18,955.96
Grand Total: 18,955.96
Account Summary
Account Number Account Name Payment Amount
101-2001-0000-611050 SALARY-PART TIME TEM… 1,713.81
101-2001-0000-612290 UNIFORM/PD OTHER AC… 880.03
101-2001-0000-620123 GOVERNMENT LICENSE … 356.00
101-2001-0000-630033 P.D. OTHER SVCS 2,500.00
101-2001-0000-630040 CONTRACTUAL SVC 555.76
101-2001-0000-640011 POST TRAING SVC 425.00
101-2001-0000-650051 MAINT/P.D. AUTO 697.40
101-2001-0000-660014 SUPPLIES/OPERATING 1,680.05
101-2001-0000-660016 SUPPLIES/OFFICE 269.45
101-2001-0000-670015 UTIL/GAS-ELECTR 9,812.75
101-2001-0000-670020 UTIL/TELEPHONE 65.71
Grand Total: 18,955.96
Project Account Summary
Project Account Key Payment Amount
**None** 18,955.96
Grand Total: 18,955.96
2024-10-23
9.2.a
Packet Pg. 22
10/28/2024 4:50:33 PM Page 1 of 10
Expense Approval Report
Pleasant Hill, CA By Vendor Name
Payment Dates 10/25/2024 - 10/25/2024
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: ALL01 - AG SECURITY SERVICES, INC.
AG SECURITY SERVICES, INC. A463417 10/25/2024 MONTHLY RADIO MONITORI… 101-5097-0000-650041 345003 10/25/2024 60.35 Vendor ALL01 - AG SECURITY SERVICES, INC. Total: 60.35
Vendor: AIR08 - AIRGAS USA, LLC
AIRGAS USA, LLC 5511433134 10/25/2024 CYLINDER RENTAL 101-5097-0000-620051 345004 10/25/2024 79.44 Vendor AIR08 - AIRGAS USA, LLC Total: 79.44
Vendor: ALH01 - ALHAMBRA
ALHAMBRA 19647259-101224 10/25/2024 DRINKING WTR FOR CH FRO… 101-1016-0000-660016 345005 10/25/2024 407.47 Vendor ALH01 - ALHAMBRA Total: 407.47
Vendor: AMA05 - AMAZON CAPITAL SERVICES
AMAZON CAPITAL SERVICES 1TTK-HML3-GTPM 10/25/2024 COFFEE FOR CH 101-1016-0000-660016 345006 10/25/2024 112.44 Vendor AMA05 - AMAZON CAPITAL SERVICES Total: 112.44
Vendor: AMS01 - AMS.NET
AMS.NET 0083851 10/25/2024 CISCO DUO TOKENS FOR PRO…402-2001-0000-660024 345007 10/25/2024 593.01 AMS.NET 84052 10/25/2024 30 CISCO DUO ESSENTIALS LI… 402-2001-0000-660018 345007 10/25/2024 729.00 Vendor AMS01 - AMS.NET Total: 1,322.01
Vendor: ANG10 - ANGEL ARMOR
ANGEL ARMOR INV10852 10/25/2024 BALLISTIC VEST FOR DANIELL… 101-2001-0000-660026 345008 10/25/2024 1,406.40 Vendor ANG10 - ANGEL ARMOR Total: 1,406.40
Vendor: AVS01 - APPLIED VIDEO SOLUTIONS I
APPLIED VIDEO SOLUTIONS I PHCA1014-1 10/25/2024 REPLACEMENT SURVEILLANC…402-2001-0000-660024 345009 10/25/2024 2,884.95 Vendor AVS01 - APPLIED VIDEO SOLUTIONS I Total: 2,884.95 Vendor: ARM03 - ARMOUR PETROLEUM SVC & EQUIPMENT CORP.
ARMOUR PETROLEUM SVC &…WO-27539 10/25/2024 PSC: ANNUAL MONIT SYS CE… 101-5097-0000-630040 345010 10/25/2024 1,458.75 Vendor ARM03 - ARMOUR PETROLEUM SVC & EQUIPMENT CORP. Total: 1,458.75 Vendor: ATT04 - AT&T
AT&T 22417995 10/25/2024 ANALOG POTS LINES FOR LIB… 101-1012-0000-670020 345012 10/25/2024 117.01 AT&T 22445209 10/25/2024 ANALOG PHONE LINE TO BA… 101-1012-0000-670020 345012 10/25/2024 59.75 AT&T 22447279 10/25/2024 PHONE SVCS FOR ACCT 9391… 101-2001-0000-670020 345013 10/25/2024 36.77 AT&T 22447285 10/25/2024 PHONE SVCS FOR ACCT 9391… 101-2001-0000-670020 345011 10/25/2024 30.65 Vendor ATT04 - AT&T Total: 244.18
Vendor: BEL10 - BELLECCI & ASSOCIATES, IN
BELLECCI & ASSOCIATES, IN 210032.00-0000028 10/25/2024 PO/20002 PP37-ENGR SVCS-… 301-5137-0000-630034 345014 10/25/2024 3,525.35 Vendor BEL10 - BELLECCI & ASSOCIATES, IN Total: 3,525.35
9.2.a
Packet Pg. 23
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 2 of 10
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: BES14 - BEST BEST & KRIEGER LLP
BEST BEST & KRIEGER LLP 1006087 10/25/2024 RE: EMPLOY AND RETIREME… 101-1007-0000-630040 345015 10/25/2024 127.50 Vendor BES14 - BEST BEST & KRIEGER LLP Total: 127.50
Vendor: ACE01 - BILL'S ACE HARDWARE
BILL'S ACE HARDWARE 611430 10/25/2024 HARDWARE PURCHASES 103-5105-0000-650017 345016 10/25/2024 17.52 Vendor ACE01 - BILL'S ACE HARDWARE Total: 17.52
Vendor: 10110 - BMI IMAGING SYSTEMS, INC.
BMI IMAGING SYSTEMS, INC. 322792 10/25/2024 PO/12004 DOCUMEN SCANN…295-1012-0000-630040 345017 10/25/2024 7,207.18 BMI IMAGING SYSTEMS, INC. 322811 10/25/2024 PO/12004 DOCUMEN SCANN…295-1012-0000-630040 345017 10/25/2024 22,907.73 Vendor 10110 - BMI IMAGING SYSTEMS, INC. Total: 30,114.91 Vendor: BOM01 - BOMAC'S INC
BOMAC'S INC 24255 10/25/2024 LIBRARY - LABOR TO REPAIR… 103-5105-0000-650017 345018 10/25/2024 70.00 Vendor BOM01 - BOMAC'S INC Total: 70.00
Vendor: BOU02 - BOUND TREE MEDICAL, LLC
BOUND TREE MEDICAL, LLC 85396953 10/25/2024 TOURNIQUET AND GAUZEM,… 101-2001-0000-660014 345019 10/25/2024 1,084.58 Vendor BOU02 - BOUND TREE MEDICAL, LLC Total: 1,084.58
Vendor: COL02 - BRADY INDUSTRIES
BRADY INDUSTRIES 9359442 10/25/2024 SUPP - LINER 40X46 1.5 MIL … 103-5105-0000-650017 345020 10/25/2024 75.13 Vendor COL02 - BRADY INDUSTRIES Total: 75.13
Vendor: CON13 - CCC FLOOD CONTROL
CCC FLOOD CONTROL 241025 10/25/2024 DRAINAGE FEES COLLECTED … 101-260010 345021 10/25/2024 9,282.22 Vendor CON13 - CCC FLOOD CONTROL Total: 9,282.22
Vendor: CHA09 - CHARGEPOINT INC
CHARGEPOINT INC IN298439 10/25/2024 CHGPNT EV CHRG STAT MAI… 401-1012-0000-650035 345022 10/25/2024 15,400.00 Vendor CHA09 - CHARGEPOINT INC Total: 15,400.00
Vendor: CHA21 - CHARLES KOPP INC
CHARLES KOPP INC CEI 12727 10/25/2024 ELECTRICAL LIGHT SVCS:CH F… 101-5097-0000-650046 345023 10/25/2024 2,185.09 CHARLES KOPP INC CEI 12958;12952;12977;130… 10/25/2024 ELECTRICAL LGHT SVCS:CCB/… 101-5097-0000-650046 345023 10/25/2024 415.04 CHARLES KOPP INC CEI 12958;12952;12977;130… 10/25/2024 ELECTRICAL LGHT SVCS:CCB/… 101-5097-0000-650046 345023 10/25/2024 415.04 CHARLES KOPP INC CEI 12958;12952;12977;130… 10/25/2024 ELECTRICAL LGHT SVCS:CCB/… 101-5097-0000-650046 345023 10/25/2024 220.95 CHARLES KOPP INC CEI 12958;12952;12977;130… 10/25/2024 ELECTRICAL LGHT SVCS:CCB/… 226-4021-0000-650046 345023 10/25/2024 970.07 Vendor CHA21 - CHARLES KOPP INC Total: 4,206.19
Vendor: AND06 - CHRISTOPHER ANDERSON
CHRISTOPHER ANDERSON 241025 10/25/2024 REIMBURSEMENT FOR CLOT… 101-2001-0000-612270 345024 10/25/2024 178.07 Vendor AND06 - CHRISTOPHER ANDERSON Total: 178.07
Vendor: CIN10 - CINTAS CORPORATION #38K
CINTAS CORPORATION #38K OF44830699;OF44830700 10/25/2024 FIRE EXTINGUISHER ANNUAL… 101-5097-0000-650041 345025 10/25/2024 2,934.09 CINTAS CORPORATION #38K OF44830699;OF44830700 10/25/2024 FIRE EXTINGUISHER ANNUAL… 101-5097-0000-650041 345025 10/25/2024 1,658.21 Vendor CIN10 - CINTAS CORPORATION #38K Total: 4,592.30
9.2.a
Packet Pg. 24
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 3 of 10
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: CME01 - CME LIGHTING SUPPLY INC
CME LIGHTING SUPPLY INC 260264 10/25/2024 LIGHTING SUPP- CH: FLOURE… 101-5097-0000-650017 345026 10/25/2024 936.61 Vendor CME01 - CME LIGHTING SUPPLY INC Total: 936.61
Vendor: CCW01 - CONTRA COSTA WATER DISTRICT
CONTRA COSTA WATER DIST… ACCT 3021467 10/8/24 10/25/2024 DVWS- RAW WATER CHRGS … 501-7010-0000-660013 345027 10/25/2024 28,892.95 Vendor CCW01 - CONTRA COSTA WATER DISTRICT Total: 28,892.95 Vendor: COR01 - CORBIN WILLITS SYSTEMS, INC.
CORBIN WILLITS SYSTEMS, I… 000C410151 10/25/2024 MONTHLY INVOICE FOR OCT …101-1012-0000-650036 345028 10/25/2024 960.15 Vendor COR01 - CORBIN WILLITS SYSTEMS, INC. Total: 960.15 Vendor: CAL60 - CSMFO
CSMFO 200025014A 10/25/2024 GOVERNMENT-MEMBER-FUL…101-1010-0000-640021 345029 10/25/2024 565.00 Vendor CAL60 - CSMFO Total: 565.00
Vendor: DIA02 - DIABLO TROPHIES & AWARDS
DIABLO TROPHIES & AWARDS 19187 10/25/2024 NAME BADGE FOR DIVERISTY…101-1001-0000-660016 345030 10/25/2024 11.48 Vendor DIA02 - DIABLO TROPHIES & AWARDS Total: 11.48
Vendor: DIV04 - DIVISION OF THE STATE ARC
DIVISION OF THE STATE ARC 3RDQTR 10/25/2024 SB1186 QTR REPORT - JUL- S… 203-240096 345031 10/25/2024 111.23 Vendor DIV04 - DIVISION OF THE STATE ARC Total: 111.23
Vendor: EAS01 - EBMUD PAYMENT CENTER
EBMUD PAYMENT CENTER 241025 10/25/2024 MEDIAN IRRIGATION SVC FO… 227-4025-0000-670025 345032 10/25/2024 1,363.68 Vendor EAS01 - EBMUD PAYMENT CENTER Total: 1,363.68
Vendor: ENG04 - ENGEO INC.
ENGEO INC. 295907 RD#1532 10/25/2024 PO/20003 GEOTECHNICAL & …101-220013 345033 10/25/2024 165.00 Vendor ENG04 - ENGEO INC. Total: 165.00
Vendor: FJK01 - F.J. KENNEDY AND ASSOCIAT
F.J. KENNEDY AND ASSOCIAT 24-117 10/25/2024 PO/10003 STORMWATER PR… 231-3001-0000-630040 345034 10/25/2024 4,352.96 Vendor FJK01 - F.J. KENNEDY AND ASSOCIAT Total: 4,352.96 Vendor: FED09 - FEDEX
FEDEX 8-654-53802 10/25/2024 JESSICA MAILED TO MARIO … 101-1010-0000-620113 345035 10/25/2024 39.70 Vendor FED09 - FEDEX Total: 39.70
Vendor: FIR17 - FIRST CARBON SOLUTIONS
FIRST CARBON SOLUTIONS 00076651 10/25/2024 PO/23000 ENVIRON COMP … 107-5105-0000-800030 345036 10/25/2024 1,727.50 Vendor FIR17 - FIRST CARBON SOLUTIONS Total: 1,727.50
Vendor: 10045 - GRADE TECH
GRADE TECH PP5-FINAL RETENTION 10/25/2024 PO/23001 2023 INTERSECTI… 301-5151-0000-800030 345037 10/25/2024 40,033.98 Vendor 10045 - GRADE TECH Total: 40,033.98
Vendor: GRA04 - GRAINGER
GRAINGER 241025 10/25/2024 SUPP FOR CH COMM RM, AU…101-5097-0000-620065 345038 10/25/2024 12.89
9.2.a
Packet Pg. 25
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 4 of 10
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount GRAINGER 241025 10/25/2024 SUPP FOR CH COMM RM, AU…101-5097-0000-650017 345038 10/25/2024 119.70 Vendor GRA04 - GRAINGER Total: 132.59
Vendor: HAR46 - HARBOR FREIGHT
HARBOR FREIGHT B9DD2C98 10/25/2024 BLACK END LOCKER: AUTO S… 101-5097-0000-660011 345039 10/25/2024 371.44 Vendor HAR46 - HARBOR FREIGHT Total: 371.44
Vendor: HOM01 - HD SUPPLY FORMERLY HOME DEPOT PRO
HD SUPPLY FORMERLY HOME…827302522; 827302480 10/25/2024 LANDSCAPG AREA & AREA 1-…101-5097-0000-660036 345040 10/25/2024 84.35 HD SUPPLY FORMERLY HOME…827302522; 827302480 10/25/2024 LANDSCAPG AREA & AREA 1-…226-4019-0000-660036 345040 10/25/2024 127.76 Vendor HOM01 - HD SUPPLY FORMERLY HOME DEPOT PRO Total: 212.11 Vendor: HON01 - HONEYWELL INT'L INC.
HONEYWELL INT'L INC. 5268025608 10/25/2024 MECHANICAL AND ELECTRIC… 101-5097-0000-650038 345041 10/25/2024 18,406.50 Vendor HON01 - HONEYWELL INT'L INC. Total: 18,406.50
Vendor: HUS24 - HUSTEADS WALNUT CREEK
HUSTEADS WALNUT CREEK 536843 10/25/2024 PAINTING FOR 2018 FORD IN…101-2001-0000-650051 345042 10/25/2024 2,831.88 Vendor HUS24 - HUSTEADS WALNUT CREEK Total: 2,831.88
Vendor: INF04 - INFINITY TECHNOLOGIES
INFINITY TECHNOLOGIES 2926 10/25/2024 SEPT 2024 GIS SUPPORT/ ST… 401-1012-0000-630040 345043 10/25/2024 1,462.50 Vendor INF04 - INFINITY TECHNOLOGIES Total: 1,462.50
Vendor: KER03 - KEREX ENGINEERING INC
KEREX ENGINEERING INC APP#10 10/25/2024 PO/30001 TAYLOR BLVD IMP… 301-5139-0000-800030 345044 10/25/2024 6,880.60 Vendor KER03 - KEREX ENGINEERING INC Total: 6,880.60
Vendor: KIN07 - KING, LING
KING, LING 241025 10/25/2024 MILEAGE REIMB FOR MISAC … 101-1012-0000-640021 345045 10/25/2024 163.48 Vendor KIN07 - KING, LING Total: 163.48
Vendor: KIS02 - KIS
KIS 81916 10/25/2024 CAT6 ETHERNET CABLES (38 … 401-1012-0000-710844 345046 10/25/2024 193.25 KIS 81916 10/25/2024 CAT6 ETHERNET CABLES (38 … 402-2001-0000-710844 345046 10/25/2024 193.24 Vendor KIS02 - KIS Total: 386.49
Vendor: HUN04 - LARRYLOGIC PRODUCTIONS
LARRYLOGIC PRODUCTIONS 2245 10/25/2024 CT COUNCIL REG MTG 10-21… 101-1001-0000-630040 345047 10/25/2024 150.00 LARRYLOGIC PRODUCTIONS 2245 10/25/2024 CT COUNCIL REG MTG 10-21… 101-1001-0000-630040 345047 10/25/2024 225.00 Vendor HUN04 - LARRYLOGIC PRODUCTIONS Total: 375.00
Vendor: LAW17 - LAW ENFORCEMENT PSYCHOLOG
LAW ENFORCEMENT PSYCHO…3591 10/25/2024 PSYCHE EXAMS- APPL B. HER… 101-2001-0000-630033 345048 10/25/2024 1,000.00 Vendor LAW17 - LAW ENFORCEMENT PSYCHOLOG Total: 1,000.00 Vendor: MUN01 - MUNICIPAL POOLING AUTHORITY
MUNICIPAL POOLING AUTH… INV003893#2 10/25/2024 Work Compen Prem FY24/25…101-210014 345076 10/25/2024 358,622.00 MUNICIPAL POOLING AUTH… INV004014;INV004041 10/25/2024 UNMET LIABILITY DEDUCTIBL…101-1015-0000-680020 345049 10/25/2024 11,475.00 MUNICIPAL POOLING AUTH… INV004014;INV004041 10/25/2024 UNMET LIABILITY DEDUCTIBL…101-1015-0000-680020 345049 10/25/2024 2,476.00 Vendor MUN01 - MUNICIPAL POOLING AUTHORITY Total: 372,573.00
9.2.a
Packet Pg. 26
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 5 of 10
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: NAT28 - NATIONAL TESTING NETWORK
NATIONAL TESTING NETWO… 16630 10/25/2024 ANNUAL FEE ( 10/2024 THRU…101-2001-0000-620121 345050 10/25/2024 750.00 Vendor NAT28 - NATIONAL TESTING NETWORK Total: 750.00
Vendor: NEL06 - NELSON
NELSON 6455814;6456221;6456591 10/25/2024 TEMP SVCS IN THE ENGR DIV… 101-3001-0000-630019 345051 10/25/2024 4,543.58 Vendor NEL06 - NELSON Total: 4,543.58
Vendor: CON20 - OFFICE OF THE SHERIFF
OFFICE OF THE SHERIFF 241025 10/25/2024 MAMFF TRAINING CLASS/M… 101-2001-0000-640011 345052 10/25/2024 75.00 Vendor CON20 - OFFICE OF THE SHERIFF Total: 75.00
Vendor: PHR01 - P.H. REC & PARK DISTRICT
P.H. REC & PARK DISTRICT 241025 10/25/2024 PRKLAND DEDI FEES COLL TH…250-240090 345077 10/25/2024 238,650.77 Vendor PHR01 - P.H. REC & PARK DISTRICT Total: 238,650.77 Vendor: PGE01 - PG&E
PG&E ACCT 1132206793-2 10/11/24 10/25/2024 GAS 09/12/24- 10/10/24 101-2001-0000-670015 345053 10/25/2024 82.68 Vendor PGE01 - PG&E Total: 82.68
Vendor: PLE20 - PLEASANT HILL RECREATION & PARK DISTRICT PLEASANT HILL RECREATION… 241025 10/25/2024 REF DEP # 1537 PROJ 18-038… 101-0000-0000-470009 345054 10/25/2024 91.63 PLEASANT HILL RECREATION… 241025 10/25/2024 REF DEP # 1537 PROJ 18-038… 101-0000-0000-470014 345054 10/25/2024 1,309.00 PLEASANT HILL RECREATION… 241025 10/25/2024 REF DEP # 1537 PROJ 18-038… 101-220013 345054 10/25/2024 8,599.37 Vendor PLE20 - PLEASANT HILL RECREATION & PARK DISTRICT Total: 10,000.00 Vendor: PLE60 - PLEASANT HILL SMOG DOG
PLEASANT HILL SMOG DOG 45073;45070;45063;45035;4… 10/25/2024 GOV SMG TST-F VEHI:2013 C… 101-5097-0000-630048 345055 10/25/2024 300.00 Vendor PLE60 - PLEASANT HILL SMOG DOG Total: 300.00
Vendor: POI02 - POINT ONE ELECTRICAL SYST
POINT ONE ELECTRICAL SYST 23450 10/25/2024 PD: PUMP AREA CABLE INSA… 101-5097-0000-630040 345056 10/25/2024 1,068.54 Vendor POI02 - POINT ONE ELECTRICAL SYST Total: 1,068.54 Vendor: PRE12 - PRESTIGE PRINTING & GRAPHICS
PRESTIGE PRINTING & GRAPH…95388 10/25/2024 BUSINESS CARDS FOR TAMM…101-2001-0000-620116 345057 10/25/2024 82.30 Vendor PRE12 - PRESTIGE PRINTING & GRAPHICS Total: 82.30 Vendor: PSL10 - PSL PROSPERITY LLC
PSL PROSPERITY LLC 241025 10/25/2024 FINAN-COST RECOV REF-ENT… 101-220010 345058 10/25/2024 590.05 Vendor PSL10 - PSL PROSPERITY LLC Total: 590.05
Vendor: RED24 - REDGEWICK CONSTRUCTION COMPANY
REDGEWICK CONSTRUCTION… PAY APP3 10/25/2024 PO/CONSTRUCTI CONTRACT-…301-5137-0000-800030 345079 10/25/2024 817,136.89 REDGEWICK CONSTRUCTION… RETENTION PMT 3 10/25/2024 PO/13700 ESCR ACCT-PMT O…301-5137-0000-800030 345059 10/25/2024 43,007.21 Vendor RED24 - REDGEWICK CONSTRUCTION COMPANY Total: 860,144.10 Vendor: ROB03 - ROBERT HALF
ROBERT HALF 64207641 10/25/2024 PYCHECK FOR PER-DIEM EM… 101-2001-0000-611050 345060 10/25/2024 1,958.64 Vendor ROB03 - ROBERT HALF Total: 1,958.64
9.2.a
Packet Pg. 27
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 6 of 10
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: ROS01 - RSG INC
RSG INC 12411 10/25/2024 PO/0010 REDEVELOPME & … 899-6001-0000-750924 345061 10/25/2024 2,886.25 RSG INC 12412 10/25/2024 PO/0010 REDEVELOPME & … 225-4027-0000-630040 345061 10/25/2024 68.75 Vendor ROS01 - RSG INC Total: 2,955.00
Vendor: SANDSTONE - SANDSTONE ENVIRONMENTAL ENGINEERING INC.
SANDSTONE ENVIRONMENT… PP3 FINAL RETENTION 10/25/2024 PO/30001 LIBRARY CREEK W… 107-5105-0000-800030 345062 10/25/2024 2,045.00 SANDSTONE ENVIRONMENT… PP5-FINAL 10/25/2024 PO/30001 DOWNTOWN REP… 226-5150-0000-800030 345062 10/25/2024 16,663.32 Vendor SANDSTONE - SANDSTONE ENVIRONMENTAL ENGINEERING INC. Total: 18,708.32 Vendor: SCO24 - SCOTT, CALEY
SCOTT, CALEY 241025 10/25/2024 FINAN- CST RECOV REFUN- E… 101-220010 345063 10/25/2024 1,129.37 Vendor SCO24 - SCOTT, CALEY Total: 1,129.37
Vendor: SIT02 - SITEIMPROVE INC
SITEIMPROVE INC USI-00005731 10/25/2024 1 YR SUBS FOR WBST MONIT… 401-1012-0000-650036 345064 10/25/2024 11,591.57 Vendor SIT02 - SITEIMPROVE INC Total: 11,591.57
Vendor: SHR01 - STERICYCLE, INC.
STERICYCLE, INC. 8008614591 10/25/2024 PAPER SHREDDING SVCQ 101-2001-0000-630040 345065 10/25/2024 918.66 Vendor SHR01 - STERICYCLE, INC. Total: 918.66
Vendor: SUP02 - SUPER STATION CAR WASH
SUPER STATION CAR WASH 7156 10/25/2024 CAR WASHES FOR SEPT 2024 101-2001-0000-650051 345066 10/25/2024 553.80 Vendor SUP02 - SUPER STATION CAR WASH Total: 553.80
Vendor: TIR03 - TIREHUB, LLC
TIREHUB, LLC 44807695; 44783308 10/25/2024 TIRES ( QTY 6 & 2 ) 101-5097-0000-620065 345067 10/25/2024 814.50 TIREHUB, LLC 44807695; 44783308 10/25/2024 TIRES ( QTY 6 & 2 ) 101-5097-0000-620065 345067 10/25/2024 318.14 Vendor TIR03 - TIREHUB, LLC Total: 1,132.64
Vendor: TON24 - TONY'S CARPET CARE
TONY'S CARPET CARE 121024 10/25/2024 QUARTERLY LIBRARY CARPET…101-5097-0000-650046 345068 10/25/2024 1,570.00 Vendor TON24 - TONY'S CARPET CARE Total: 1,570.00
Vendor: TRU03 - TRUDIGITAL CORPORATION
TRUDIGITAL CORPORATION INV-666947 10/25/2024 UPGRADING OLD DIGITAL SI… 402-2001-0000-660018 345069 10/25/2024 988.35 Vendor TRU03 - TRUDIGITAL CORPORATION Total: 988.35
Vendor: V&V01 - V&V MANUFACTURING, INC
V&V MANUFACTURING, INC 60391 10/25/2024 K9 BADGE FOR BODIE 101-2001-0000-612290 345070 10/25/2024 138.68 Vendor V&V01 - V&V MANUFACTURING, INC Total: 138.68
Vendor: 10051 - VELASCO, ABRAHAM
VELASCO, ABRAHAM 241025 10/25/2024 PER DIEM MAMFF TRAINING/…101-2001-0000-640011 345071 10/25/2024 51.00 Vendor 10051 - VELASCO, ABRAHAM Total: 51.00
Vendor: VER09 - VERIZON WIRELESS
VERIZON WIRELESS 9975445248 10/25/2024 DVWS- CELL PHONES ACCT 8… 501-7010-0000-670010 345072 10/25/2024 102.80 VERIZON WIRELESS 9975761589 10/25/2024 PH SVCS FOR SPT-OCT'24 AC… 101-1012-0000-670010 345073 10/25/2024 1,149.79 Vendor VER09 - VERIZON WIRELESS Total: 1,252.59
9.2.a
Packet Pg. 28
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 7 of 10
Vendor Name Payable Number Post Date Description (Item) Account Number Payment Number Payment Date Amount Vendor: 10138 - WALNUT CREEK FORD, INC.
WALNUT CREEK FORD, INC. 383411 10/25/2024 AUTO PARTS: FRAME ASY, SH…101-5097-0000-620065 345074 10/25/2024 302.41 Vendor 10138 - WALNUT CREEK FORD, INC. Total: 302.41
Vendor: SPA03 - WESTERN STATES OIL CO.
WESTERN STATES OIL CO. 854784 10/25/2024 UNLEADED GAS DELIVERY PS… 101-5097-0000-620062 345075 10/25/2024 16,839.30 Vendor SPA03 - WESTERN STATES OIL CO. Total: 16,839.30
Grand Total: 1,736,982.94
9.2.a
Packet Pg. 29
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 8 of 10
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 464,122.44
103 - MEASURE K FUND 162.65
107 - LIBRARY CONSTRUCTION FUND (MEASURE K) 3,772.50
203 - DISABILITY ACCESS FUND 111.23
225 - LOW/MODERATE INCOME HOUSING-SUCCESSOR … 68.75
226 - COMMERCIAL LANDSCAPE & LIGHTING - DISTRICT … 17,761.15 227 - LANDSCAPE AND LIGHTING-ASSESSMENT DISTRICT… 1,363.68 231 - NPDES/STORMWATER 4,352.96
250 - PARKLAND DEDICATION FUND 238,650.77
295 - AMERICAN RESCUE PLAN ACT (ARPA) FUND 30,114.91
301 - GAS TAX FUND 910,584.03
401 - CITY HALL/PUBLIC SERVICE CENTER TECHNOLOGY … 28,647.32 402 - PD TECHNOLOGY FUND 5,388.55
501 - DIABLO VISTA WATER FUND 28,995.75
899 - REDEVELOP PROP TAX TRUST FUND-SUCCESSOR A… 2,886.25 Grand Total: 1,736,982.94
Account Summary
Account Number Account Name Payment Amount
101-0000-0000-470009 AUTOMATION FEE SURC… 91.63
101-0000-0000-470014 PLANNING PLAN CHECK … 1,309.00
101-1001-0000-630040 CONTRACTUAL SVC 375.00
101-1001-0000-660016 SUPPLIES/OFFICE 11.48
101-1007-0000-630040 CONTRACTUAL SVC 127.50
101-1010-0000-620113 POSTAGE 39.70
101-1010-0000-640021 EDUC/CONF/O/N 565.00
101-1012-0000-640021 EDUC/CONF/O/N 163.48
101-1012-0000-650036 MAINT/SOFTWARE 960.15
101-1012-0000-670010 UTIL/COMMUNCTNS 1,149.79
101-1012-0000-670020 UTIL/TELEPHONE 176.76
101-1015-0000-680020 INSURANCE/LIAB,VEH … 13,951.00
101-1016-0000-660016 SUPPLIES/OFFICE 519.91
101-2001-0000-611050 SALARY-PART TIME TEM… 1,958.64
101-2001-0000-612270 UNIFORM ALLOWANCE/… 178.07
101-2001-0000-612290 UNIFORM/PD OTHER AC… 138.68
101-2001-0000-620116 PD PRINTING 82.30
101-2001-0000-620121 MEMBERSHIP 750.00
101-2001-0000-630033 P.D. OTHER SVCS 1,000.00
101-2001-0000-630040 CONTRACTUAL SVC 918.66
101-2001-0000-640011 POST TRAING SVC 126.00
9.2.a
Packet Pg. 30
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 9 of 10
Account Summary
Account Number Account Name Payment Amount
101-2001-0000-650051 MAINT/P.D. AUTO 3,385.68
101-2001-0000-660014 SUPPLIES/OPERATING 1,084.58
101-2001-0000-660026 SAFETY EQUIPMENT REP… 1,406.40
101-2001-0000-670015 UTIL/GAS-ELECTR 82.68
101-2001-0000-670020 UTIL/TELEPHONE 67.42
101-210014 WORKERS COMP PAYAB… 358,622.00
101-220010 REFUNDABLE DEPOSITS … 1,719.42
101-220013 REFUNDABLE DEPOSITS … 8,764.37
101-260010 DRAINAGE FEES PAYABLE 9,282.22
101-3001-0000-630019 TEMP AGNCY SVCS 4,543.58
101-5097-0000-620051 EQ/FACILTY RENT 79.44
101-5097-0000-620062 AUTO/GASOLINE 16,839.30
101-5097-0000-620065 AUTO/PRTS/TIRES 1,447.94
101-5097-0000-630040 CONTRACTUAL SVC 2,527.29
101-5097-0000-630048 AUTO/OUTSD SVCS 300.00
101-5097-0000-650017 MAINT/CH BLDG 1,056.31
101-5097-0000-650038 MAINT/AC & HEAT 18,406.50
101-5097-0000-650041 MAINT/FIR/SCRTY 4,652.65
101-5097-0000-650046 MAINT/STR LITES 4,806.12
101-5097-0000-660011 AUTO/SUPPLIES 371.44
101-5097-0000-660036 SUPPLIES/LAND MATERI… 84.35
103-5105-0000-650017 MAINT/CH BLDG 162.65
107-5105-0000-800030 CONSTRUCTION 3,772.50
203-240096 DISABILITY ACCESS FEE 111.23
225-4027-0000-630040 CONTRACTUAL SVC 68.75
226-4019-0000-660036 SUPPLIES/LAND MATERI… 127.76
226-4021-0000-650046 MAINT/STR LITES 970.07
226-5150-0000-800030 CONSTRUCTION 16,663.32
227-4025-0000-670025 UTIL/WATER 1,363.68
231-3001-0000-630040 CONTRACTUAL SVC 4,352.96
250-240090 DUE TO REC & PARK / FE… 238,650.77
295-1012-0000-630040 CONTRACTUAL SVC 30,114.91
301-5137-0000-630034 ENGINEERING 3,525.35
301-5137-0000-800030 CONSTRUCTION 860,144.10
301-5139-0000-800030 CONSTRUCTION 6,880.60
301-5151-0000-800030 CONSTRUCTION 40,033.98
401-1012-0000-630040 CONTRACTUAL SVC 1,462.50
401-1012-0000-650035 MAINT/HARDWARE 15,400.00
401-1012-0000-650036 MAINT/SOFTWARE 11,591.57
401-1012-0000-710844 CAPITAL ASSETS-EQUIP… 193.25
402-2001-0000-660018 SUPPLIES/PC SOFTWARE … 1,717.35
402-2001-0000-660024 SUPPLIES/NON CAPITALI… 3,477.96
9.2.a
Packet Pg. 31
Expense Approval Report Payment Dates: 10/25/2024 - 10/25/2024 10/28/2024 4:50:33 PM Page 10 of 10
Account Summary
Account Number Account Name Payment Amount
402-2001-0000-710844 CAPITAL ASSETS-EQUIP… 193.24
501-7010-0000-660013 SUPPLIES/RAW WATER 28,892.95
501-7010-0000-670010 UTIL/COMMUNCTNS 102.80
899-6001-0000-750924 ADMINISTRATIVE COSTS… 2,886.25
Grand Total: 1,736,982.94
Project Account Summary
Project Account Key Payment Amount
**None** 1,736,982.94
Grand Total: 1,736,982.94
2024-10-25
9.2.a
Packet Pg. 32
CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: ADOPT RESOLUTION NO. ___-24 AMENDING THE CITY OF
PLEASANT HILL RECORDS RETENTION SCHEDULE FOR ALL CITY
DIVISIONS
SYNOPSIS
The City has a written Records Retention Policy (Policy) that provides guidelines to ensure that records are maintained in a manner that makes them accessible and are retained in accordance with federal and state laws, contractual requirements, and regular business practices. The Policy includes specific retention schedules (Schedule) for documents maintained by each division.
Amendments to the Policy and Schedule, which were last updated in 2008, are proposed in order to add additional file descriptions, to reduce the volume of paper documents stored at City facilities, and to modify retention periods. Additionally, a ‘Citywide’ category is proposed to be added to the retention schedule, which will eliminate duplication of retention cycles across divisions.
DISCUSSION
Background
The City of Pleasant Hill adopted a records retention policy and department records retention schedules on July 18, 2005; adopted amendments to the City Manager and City Clerk retention schedules on September 11, 2006; and amendments to the Engineering and Maintenance division schedules on January 14, 2008.
Analysis
The City departments and divisions seek to update the records retention schedules, in conformance with the law, to reduce the volume of paper and other documents that continue to accumulate at City facilities. The proposed amendments to the records retention schedule will ensure that legal requirements are satisfied and that the department/division record descriptions are accurate when retaining or destroying documents. Once the amended schedule is adopted, documents can be destroyed after the designated retention period without further action of the Pleasant Hill City Council.
9.3 Packet Pg. 33
FISCAL IMPACT
There is no fiscal impact to amending the records retention schedule. The City will be responsible for vendor fees associated with the destruction of records.
PUBLIC CONTACT
Public contact was made through posting of the City Council agenda on the City’s official notice bulletin board, at the Pleasant Hill Senior Center, and at the Pleasant Hill Police Department.
The agenda and staff report are posted on the City’s web page.
RECOMMENDED CITY COUNCIL ACTION
Adopt the proposed resolution approving revised retention schedules.
ALTERNATIVES TO RECOMMENDED ACTION
1. Continue the item to a later date with direction provided to staff.
2. Do not adopt the resolution.
ATTACHMENT(S):
Proposed Resolution
Records Retention Policy – Redlined
Records Retention Policy – Clean
Part 2 - Records Retention Schedule - Redlined
Part 2 - Records Retention Schedule – Clean
Consolidated Records Retention Policy and Schedule
Prepared by: Lyone Conner, City Clerk
Reviewed by: Janet Coleson, City Attorney
Approved by: Ethan Bindernagel, City Manager
9.3 Packet Pg. 34
RESOLUTION NO. -24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PLEASANT HILL
AMENDING THE CITY OF PLEASANT HILL RECORDS RETENTION SCHEDULE
FOR THE PUBLIC WORKS, COMMUNITY DEVELOPMENT, AND
ADMINISTRATIVE DEPARTMENTS
WHEREAS, on September 17, 2001, the City of Pleasant Hill approved a Records Retention Policy (Resolution No. 75-01); and
WHEREAS, on July 18, 2005, the City of Pleasant Hill approved a consolidation of the Records Retention Policy and Records Retention Schedules (Resolution No. 47-05); and WHEREAS, on September 11, 2006, the City of Pleasant Hill amended the City Manager and City Clerk Records Retention Schedules (Resolution No. 53-06); and WHEREAS, on January 14, 2008, the City of Pleasant Hill amended the Engineering and Maintenance Division Records Retention Schedules (Resolution No. 02-08); and WHEREAS, staff wishes to amend the Records Retention Policy and Schedule to add additional file descriptions to the schedule and to adjust the retention periods to more accurately reflect the Divisions’ records.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Pleasant Hill hereby adopts the attached amended Records Retention Policy and Schedule.
ADOPTED by the City Council of the City of Pleasant Hill at a regular meeting of the Council held on the 4th day of November, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________________
MATTHEW RINN, Mayor
ATTEST:
LYONE P. CONNER, City Clerk
9.3.a
Packet Pg. 35
1 AU - Audit
CL -
Closed/Complete
d CY -
Current year
E - Election
L - Life
P - Permanent
S - Until Superseded
S/L - Statute of Limitations (See CCP 337, 337.15)
T - Terminated
Term - Term of office
B&P - Business & Professions
CAC - CA Administrative Code
CCP - Code of Civil Procedures
CCR - Code of CA Regulations
CEQA - CA Environmental Quality
Act
CFR - Code of Federal Regulations
EC - Election Code
EvC - Evidence Code
FMLA - Family & Medical Leave Act
GC - Government Code
H&S - Health & Safety Code
LC - Labor Code
OSHA - Occupational Safety &
Health Act
PC - Penal Code
VC - Vehicle Code
USC - United States Code
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
City Wide Accounting Files/Invoices/ Payroll Reports
(Originals in Finance; excludes Capital
Improvement Projects)
GC 34090(d) 2 Electronic only CY + 2
City Wide Agendas and Agenda Packets of Advisory Bodies:
Boards, Commissions, Committees &
Subcommittees (excludes City Council, Planning
Commission, Architectural Review Commission,
and Zoning Administrator)
GC 34090(d) 2 CY + 2
City Wide Agendas and Agenda Packets of Legislative &
Quasi-Judicial Bodies: Boards, Commissions,
Committees & Subcommittees (includes City
Council, Planning Commission, Architectural
Review Commission & Zoning Administrator)
GC 34090(d) 2 P
City Wide Budget Files (originals kept in Finance) GC 34090(d) 2 2 City Wide Chronological Files GC 34090(d) 2 CY + 2
City Wide Consultant/Vendor Files/Agreements & Contracts (not for construction files)
GC 34090(d) 2 T + 2
City Wide Correspondence (General; refer to
departments/divisions for special &
department/division-specific correspondence)
GC 34090(d) 2 2
City Wide Insurance Certificates & Endorsements
(excludes Capital Improvement Projects)
GC 34090(d) 2 T + 2
9.3.b
Packet Pg. 36
2 City Wide Meeting Recordings (Audio & Video) of Advisory Bodies: Boards, Commissions, Committees &
Subcommittees (excludes City Council, Planning
Commission, Architectural Review Commission,
and Zoning Administrator)
GC 54953.5(b)
GC 34090.7
City Council Res. No. 106-81 & 37-
92 30 days
90 days (if
minutes
exist)
5 years
S or until minutes of the
meeting are adopted by the
body
City Wide Meeting Recordings (Audio & Video) of Legislative & Quasi-Judicial Bodies: Boards, Commissions,
Committees & Subcommittees (includes City
Council, Planning Commission, Architectural
Review Commission & Zoning Administrator)
GC54953.5(b)
GC 34090.7
City Council Res. No. 106-81 & 37-
92 30 days
90 days (if
minutes
exist)
5 years
P
City Wide Minutes of Legislative & Advisory Bodies (All City Council, City Boards, Commissions, Committees &
Subcommittees)
GC 34090(e) P P
City Wide Policies & Procedures GC 34090(d) 2 S
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Building
Building construction, blueprints Plans &
specifications
GC 34090(e)
HS 19850
2 Life of Bldg
–
Commercial
5 years – Residential
After April 4th 2023 Electronic
Records (Through EPL) will
move to “Life of the Building”
Life of Building - Commercial
Building
Building Permits Reports
GC 34090(a)
HS 19850
P
P
Building
Certificates of Occupancy
GC 34090(d)
HS 19850
Life of
Building
Life of Building
Building Code Books (National California Electrical Code, Uniform Building, Fire, Mechanical, Plumbing &
Supplements)
P P
Starting from the 2010 Code
Cycle All Codes are available
online through ICC Digital
Codes Premium
Building Contractor files (professional services agreements, payments & correspondence)
GC 34090(d) 2 Inactive + 2
9.3.b
Packet Pg. 37
3 Building Professional Associations/Community
Organizations newsletters
GC 34090(d) 2 CY + 5
Building Progress reports to City Council (original files kept in City Manager’s office)
GC 34090(d) 2 CY + 2
Building Rolled Plans/Maps GC 34090(d)
HS19850
2 Commercial
– life of
building
5 years – Residential
Life of Building - Commercial
Building Soils Report, foundation plan GC 34090(d)
HS 19850
2 Life of Building
Building Structural Calculations GC 34090(d)
HS 19850
2 Life of Building
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
City Attorney Administrative Files
Outside Counsel Contracts
Administrative
Department Budget (Original in Finance)
League of CA Cities materials
Professional Associations
Purchase Orders/Invoices
Emergency Procedures Manual
GC 34090(d) 2
CY + 4
CY + 2
CY + 2
CY + 2
CY
P
City Attorney City Attorney Work Product (References; Project files) (Not public records. EvC §954)
GC 34090(d) 2 CY + 2
City Attorney City Council-Related Files
City Attorney Reports
Closed Session Records & Minutes
Conflict of Interest Issues
Correspondence
Council Rules and Procedures
Election issues
GC 34090(d) 2
CY + 10
P
CY + 5
CY + 5
CY + 4
CY + 10
9.3.b
Packet Pg. 38
4 City Attorney Claims
Claim files (Original files at MPA)
MPA Materials
GC 34090(d) 2
CY +5
CY + 10
City Attorney Code Enforcement files
(Non-litigation)
GC 34090(d) 2 CY + 10
City Attorney Contracts
Project files re: City contracts (w/ significant
involvement by this office)
Franchise Agreements (Cable, Solid Waste)
GC 34090(d) 2
CY + 2
P
City Attorney Litigation
Annual audit letters (Original in Finance)
Pleadings
Correspondence
Sealed records
GC 34090(d)
GC 34090(b)
GC 34090(d)
GC 34090(d)
2 P
2 2 or terms
required
upon
sealing
CY + 3
P
CY + 5
Tenure of employee + 10
unless agreement provides
otherwise
City Attorney Ordinance Background materials (Original
ordinance in City Clerk's Office)
GC 34090(d) 2 CY + 10
City Attorney Personnel Related Files (Original in HR except for sealed records. See Litigation.)
GC 34090(d) 2 Tenure of employee + 10
City Attorney Project Files (Duplicate of most materials kept in other department files)
GC 34090(d) 2 CY + 5
City Attorney Public Finance Authority files (Original bond files kept in Finance)
GC 34090(e) P P
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
9.3.b
Packet Pg. 39
5 City Clerk Agendas and Agenda Packets: City Council
(electronic only as of 2020; see Agendas and
Agenda Packets of Legislative & Quasi-Judicial
Bodies)
GC 34090(d) 2 P
City Clerk Assessment District Files (electronic only as of 2022)
GC34090(a) P P
City Clerk Deeds & Promissory Notes GC34090 (a)
24 CFR 570.502
2 3
P
City Clerk Elections
Certificates of Election
Nomination papers:
Elected officials
Unsuccessful candidates
Notifications and Publications (Proof of
publications/postings, certifications & copies of
newspaper notices)
Procedures and correspondence, candidate
packets, workshops, & briefings
GC 34090 (e)
EC 17100
GC 81009(b)
GC 34090(d)
GC 34090(d)
7 T + 4
E + 2
E + 2
2 7
Term + 4
E + 2
E + 2
2 City Clerk Ethics (AB 1234) Training
Certificates Notices
GC 53235.2 (b)
GC34090(d)
CY + 5
2 CY + 5
2 City Clerk FPPC Correspondence/Manuals GC 34090(d) CY + 2 CY +4 City Clerk FPPC-Required Documents and Forms
Campaign Statements:
Committees
Elected officials
Unsuccessful candidates
Statements of Economic Interests
Statements of Economic Interests Log
GC 81009(c)
GC 81009(c)
GC 81009(b)
GC 81009(e)
GC 34090(d)
7 P
5 7
2 T + 7
P
5 T + 7; 7 if not elected
P
City Clerk Lobbyist Statements (required under GC 86110) 2 CCR 18615(f) 5 years from the
5 years from the date of the
filer's final report for the
9.3.b
Packet Pg. 40
6 date of the
filer's final
report for
the
calendar
year for
which the
activities
were
reported
calendar year for which the
activities were reported
City Clerk Ordinances of the City Council & the Municipal Code
GC 34090(e) P P
City Clerk Petitions: Initiative, referendum & recall
*Not a public record; petitions found to be
insufficient are open only to proponents & their
representatives (GC 6253.5)
EC 17200 8 months
after
certification
of election
results or, if
measure is
not
submitted
to the
voters, 8
months
after final
examinatio
n of petition
by the
elections
official
8 months after certification of
election results or City Clerk's
final examination of the petition
City Clerk Public Records Requests & Responses GC34090(d) 2 CY +2 City Clerk Records Retention Program
Records Destruction Forms
Records Retention Schedules
GC34090(d) 2
P
S
City Clerk Resolutions of the City Council GC 34090(e) P P Office of Record Description Citation Minimum
Legal
City Retention Period
(in Years)
9.3.b
Packet Pg. 41
7 Retention
(in Years)
City Manager Americans with Disabilities Act
Transition Plan
Grievances and Related Correspondence (unless
involved in a lawsuit)
28 CFR 35.150 (d)
GC 34090(d)
S
2 S
2 City Manager Bi-Weekly Update GC 34090(d) 2 CY + 5
City Manager Certificates of Appreciation/Recognition & Proclamations
GC 34090(d) 2 CY + 5
City Manager Committee and Commission Recruitments
Applications – Appointees
Applications – Rejected Candidates
Interview Packets/Notices/Staff reports/
Appointment letters
GC34090(d) 2
Term + 2
2 2
City Manager Outlook Newsletter GC 34090(d) 2 10
City Manager Press Releases GC 34090(d) 2 CY + 5
City Manager Special Projects Files GC 34090(d) 2 T + 2 City Manager Reference Materials: brochures, manuals, policies, procedures and reports produced by the
Department
Statewide guidelines propose when
superseded + 2 or 5 years; GC
34090(d)
2 S + 2
City Manager Senior Van Service
Volunteer Files
Dispatcher and Drive Calendars Passenger
Schedules
Senior Van Inspection and Maintenance Logs
Passenger Applications
GC 34090 (d) 2
T + 2
2 2
CL + 3
9.3.b
Packet Pg. 42
8 Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Code
Enforcement
Case Files by Type/Year GC 34090(d) 2 5
Code
Enforcement
Contractor files (professional services
agreements/payments/correspondence)
GC 34090(d) 2 2
Code
Enforcement
Liens & Releases Recorded GC 34090(d) 2 2
Code
Enforcement
Procedures GC 34090(d) 2 2
Code
Enforcement
Reports GC 34090(d) 2 2
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Engineering Accounting Files/Invoices/ Payroll Reports for Capital Improvement Projects (Originals in Finance)
GC 34090(d) 2 5
Engineering Acquisitions GC 34090(a) P P
Engineering Aerial Photographs GC34090(d) 2 2
Engineering Agreements with Other Public Agencies GC34090(d) 2 P Engineering Annexation Procedures/Files GC34090(a) P P
Engineering Assessment Districts GC34090(a) P P
Engineering Bike Lanes/Trails GC34090(a) P P
Engineering Bond Projects GC34090(d) 2 5
Engineering Bridges: General/Inspections/Repairs/Grants GC34090(d) 2 P Engineering Capital Improvement Program Budget GC34090(d) 2 5 Engineering Construction Tracking: Curbs/Gutters/Sidewalks GC34090(d) 2 5 Engineering Drainage Maintenance & Issues GC34090(d) 2
Engineering Easements/Dedications/Rights-of-way (Recorded documents keep in City Clerk's Office)
GC34090(a) P P
Engineering Encroachment Permits & Violations (except
revocable)
GC34090(d) 2 5
Engineering Encroachment Permits Revocable GC34090(d) 2 5 Engineering Emergency Preparedness Plans GC34090(d) 2 2
9.3.b
Packet Pg. 43
9 Engineering Flood Issues: Storm Drains/Records/Maps GC34090(d) 2 5 Engineering Freeway: General/Sound Walls/Studies GC34090(d) 2 5 Engineering Inspector Daily Reports GC34090(d) 2 5
Engineering Maps & Plats/City Boundary/Surveys GC34090(a) P P Engineering Minutes of Task Force Committees GC 34090(e) P P Engineering National Pollution Discharge Elimination System (NPDES) Correspondence/Reference Materials/
Reports
GC34090(d) 2 5
Engineering Parking: Lots/Garages/Regulations GC34090(d) 2 2 Engineering Permits: Grading GC34090(a) P P
Engineering Planning Referrals (commercial/residential):
Engineering/New Construction/Modifications
GC34090(d) 2 5
Engineering Project files: Correspondence/Architectural Drawings/Civil Engineering Issues
GC34090(d) 2 5
Engineering Request for Proposals GC34090(d) 2 2
Engineering Signage (except for inventory): Street repair & Striping
GC34090(d) 2 2
Engineering Street Widening GC34090(a) P P
Engineering Street/Alley Abandonment/Vacation GC34090(a) P P Engineering Subdivisions/Land Divisions GC34090(a) P P
Engineering Surveys: Recording Data & Maps GC34090(a) P P Engineering Traffic counts, traffic safety, traffic signals, traffic studies, traffic complaints, pedestrian crosswalks
GC34090(d) 2 2
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Finance Accounts Payable
Paid Vendor Files – Invoices, Authorizations for
Payment, Copies of checks
Cash Disbursement Report by Vendor (part of City
Clerk’s Agenda Packet Files)
Copies of 1099s & Transmittal Forms
Petty Cash Checking Account Stubs/Petty Cash
Log (no Longer In use)
Check Listing Audit Trails (List by Check No.)
7 7
7 7
9.3.b
Packet Pg. 44
10 Month-End Audit Trails/Reports
Calendar Year-End Audit Trails/Reports
1099 Audit Trails/Reports
P.O. Receipt Audit Trails/Reports
Cash Requirements Reports
A/P Invoice Update Reports
Invoice Print/Update Reports
33333333
Finance Accounts Receivable
Paid/Written Off Invoices (Includes file copy of City
invoices, documentation requesting City to bill,
copies of any related correspondence & log of
contracts, receipts showing payment or write-
offs/adjustments)
Uncollectible & Collection
Accounts/Records/Correspondence
Billing, Adjustment 7 Write-Off Audit Trails
Month-End Audit Trails (including aged balances)
7777
Finance Business License
Ceased Business Files (Applications of Businesses
No Longer in Business in Pleasant Hill)
Adjustment Audit Trails
Month-End Audit Trails
Calendar Year-End Audit Trails
Renewal & Reminder/Late Notice Audit Trails
License Print Audit Trails
3 after cease date 33333
Finance Cash Receipts
Cash Receipt Activity Report (by month)
General Ledger - Daily Audit Trails, Copies of
Receipts Duplicate Copies of Deposit Slips
55 Finance General Ledger
Audited Financial Reports/Management Letters/
9.3.b
Packet Pg. 45
11 Single Audit Reports/Compliance Reports, Etc. (All
produced by auditors after year-end; includes
Annual Comprehensive Financial Report (ACFR))
Final (Audited) 6/30 Balance Sheets (from Financial
SystemMOMS); Status Reports by Fund/Dept./Obj.
& Encumbrance Detail – Budgetary-Basis & GAAPBasis
Detailed Transaction Activity Printout for Entire
Year, All Accounts
Printed Approved Budget Document
General Journal Entries
Assessment District Files (Improvement Districts)
District Creation Documents
Prepayment Records and Bond Call Reports
Other Records & Correspondence
Fixed Asset records by year (purchases/
disposals/summaries of activity/copies of purchase
documents
P
P7
P7
P
P7
P
P
Finance General Ledger
Bond files - debt for which the City was/is
responsible
a) Official statements/related debt issuance files/
correspondence
b) Debt service schedule/payments
c) Fiscal agent statements
Bond files - conduit debt for which City was never
responsible but carries City's name (eg. mortgage
PUpon cancellation, redemption
or maturity + 10 for a&b
P
5 after debt is paid off
9.3.b
Packet Pg. 46
12 revenue bonds)
a) Official statements/related debt issuance files/
correspondence
b) Fiscal agent statements Upon cancellation, redemption or maturity + 10 P
3 if available
Finance General Ledger
Grant files (grant authorization documents/claim
documentation/correspondence, etc.)
Journals from other modules (cash receipts/ accts.
payable/payroll/business license receivable/accts.
receivable, etc.) updated at least monthly
Audit binders (staff-generated
spreadsheets/documentation for independent
auditors' use in annual audit)
Budgetary entry audit trails for original approved
budget
Budget revisions & transfers - authorizing
documents & posting audit trails
5 after grant completion
5 3
3 3
Finance General Ledger
Monthly balance sheets (financial software)
Monthly status reports by fund/dept/object
Monthly encumbrance details reports
Completion of audit
(2-year minimum doesn't apply
as monthly reports are
superseded by final audited
reports 6/30 reports kept
permanently)
9.3.b
Packet Pg. 47
13 Finance Miscellaneous
Deeds Held by Finance (in safe)
State Controllers Reports, Special District & Street
Reports to State, etc.
Revenue Legislative History Files
Revenue/General Ledger Activity Files
Sales & General Use Tax Returns
Franchise Agreements
PP7 P755
T + 10
Finance Payroll (1 of 2) W-2 Audit Trails (printouts)
Copies of W-2s & Transmittal Forms (Incl LTD &
YTD adj folder, calendar year spreadsheet
PERS Printouts & Payment Copies Files
401(A) Money Purchase Plan File (PACE & Mgmt
Plans)
Correspondence File
Employee Registers (printouts showing gross & net
pay, all deductions/withholdings, all City-paid
benefits, accounts charged, leave accruals & usage – all by dept/employee) Workers Comp Printouts
Federal Tax Files & Reports (including qtrly. &
annual reconciliations)
State Tax Files & Reports (including qtrly. & annual
reconciliations)
American Fidelity Files (Flex Plan & Insurance until
2017)
457 Deferred Compensation Plan
Timesheets
Copies of Paychecks
Calendar Year-End Reports/Printouts
P7P7 P7P7 P7
107
107777755
9.3.b
Packet Pg. 48
14 Fiscal Year-End Reports/Printouts
Federal & State Tax Printouts
5 5
Finance Payroll (2 of 2)
Accrual Reports/Printouts
Payroll File Maintenance Changes (Printouts)
Check Registers (Printouts in Check No. Order by
Month)
Journals 05 & 06 (printouts; transaction interface w/
GL)
Garnishment Files/Misc. Vendors/Workers Comp.
Back-up
Bank & Credit Union Deduction/Direct Deposit Files
& Reports
Charity Deduction Files & Reports
Health Insurance Files & Reports
Life Insurance & Long-Term Disability Files &
Reports
Dental Insurance Files & Reports
Update Worksheets (work copies, not printouts)
Employee Union/Association Dues Files
Month-End Audit Trails/Reports (payable listings)
Quarterly Audit Trails/Repots (listings per payroll)
5 5
5 5
5 5
5 5
5 5
5 5
5 5
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Human
Resources
Cal PERS
Actuarial studies and contract revisions
(ERISA) 29 USC 1001-1381, at
1027; 29 CFR 1627.3(b)(2)
GC 34090
6 P
Human
Resources
Correspondence (internal/external) GC34090(d) 2 CY + 10 Human
Resources
Employee Benefit Plans
Medical, Dental, Vision, EAP, Disability, IRS
Section 125 Plan
GC 34090;
29 CFR 1627.3(b)(2)
2-3 CY + 6
9.3.b
Packet Pg. 49
15 Human
Resources
Employee Rights
General employees
Safety (Police)
May include arbitration, grievances, claims, union
requests, sexual harassment and Civil Rights
complaints & disciplinary actions
29 USC 211(c);
GC 34090(d)
2 T + 3
T + 5 or until final disposition
Human
Resources
Employee Training
Safety training attendance sheets, handouts,
employee training course documentation
GC 12946;
GC 34090 &
29 USC 1027
T + 2 T + 10
Human
Resources
Family & Medical Leave Act (Federal)/Family Rights
Act (State) (records of leave taken, City policies
relating to leave, notices & communications related
to leave)
29 CFR 825.500;
GC 12946
2-3 CY + 3
Human
Resources
General Subject Files GC34090(d) 2 CY + 2
Human
Resources
Immigration (I-9s) 8 USC 1324a(b)(3) 3 T + 3
(3 years after date of hire or
one year after termination,
whichever is later.)
Human
Resources
Job specifications (job descriptions for
classifications within the City)
GC34090(d) 2 S + 5
Human
Resources
Labor Negotiations (documents regarding labor
contract negotiations, including meet & confer
records for employee unions & associations; may
also include, but not limited to, notes, notebooks,
correspondence, contracts, Memorandums of
Understandings (“MOU”) & Side Letters of
Agreement Memoranda, bargaining unit
correspondence reports, petitions & by-laws)
29 USC 211(c);,
29 USC 516.6;
GC 34090;
GC 12946;
CCP 337
Active MOU
+ 2
P
Human
Resources
Medical Files (may include family leave
requests/verification; pre-employment physical
GC 12946; GC 34090; 29 USC
1027; 29 USC 1113
6 T + 6
9.3.b
Packet Pg. 50
16 examination results; workers’ compensation
information; certification; tests; correspondence &
reports)
Human
Resources
MissionSquare Retirement Corporation (formerly
ICMA)
401(a) and 457 Plans
Plan documents, establishment of plan and
revisions, member statements, general
correspondence
(ERISA) 29 USC 1001-1381, at
1027; 29 CFR 1627.3(b)(2)
6 P
Human
Resources
OSHA
OSHA 300 and 300A Logs
Exposure & medical records of employee exposure
to hazards such as toxic chemicals, high levels of
noise, airborne contaminants, or blood borne
pathogens
LC 6410;
8 CCR 14300.33;
29 CFR 1904.29
29 USC 657
29 CFR 1910.1020 (d)(1)(i);
8 CCR 3204(d);
5 - 30
T + 30
T + 30
T + 30
Human
Resources
Payroll (Age disc.) 29 USC 626; 29 CFR
1627.3;
(FLSA) 29 USC 206(d)(1); & 29
CFR 515.6
3 P
Human
Resources
Personnel Files (Official file kept in HR Department) GC 12946; GC 34090;
LC 1174; &
(EEO) 29 CFR 1602.31
2-3 P
Human
Resources
Personnel rules, procedures & policies GC 34090;
GC 12946
2 S + 5
Human
Resources
Recruitments – Fulltime (Applications, resumes,
alternate lists/logs, indices; ethnicity disclosures;
examination materials; answer sheets; job bulletins;
GC 12946;
29 CFR 1607.4;
29 CFR 1627.3
2-3 CL + 3
9.3.b
Packet Pg. 51
17 eligibility; electronic database)
Human
Resources
Reports
Employee statistics, benefit activity; liability loss,
affirmative action
Equal Employment Opportunity Commission reports
(EEO – 4s)
GC 34090
29 CFR 1602.32, -.30
2 3
CY + 10
CY + 10
Human
Resources
Risk Management (MPA) Reports
Records of illness and injuries
Reports (loss analysis, safety, actuarial), claims
data and statistics
See Medical Files and OSHA
references.
GC 34090; OMB 1220-0029; CFR
1904.4
T + 30
2 T + 30
CL + 5
Human
Resources
Salary Schedule (list of salaries for all
classifications)
GC 12946 &
GC 34090
2 P
Human
Resources
Social Security
Medicare information, general correspondence
29 CFR 1627.3(2);
29 CFR 516.6;
GC 12946
2-3 CY + 3
Human
Resources
Surveys and Studies
Classification wage rates & benchmark data
GC 12946;
GC 34090;
29 CFR 516.6(2) &
29 CFR 1602.14
2 CY + 5
Human
Resources
Workers Compensation
(Working files. Originals filed with MPA). May
include, but not limited to, indemnity claims,
correspondence with third party administrator, first
aid claims, pre-designated doctors’ reports
See also: Medical Files, OSHA, Risk Management
Reports.
USC 1027;
29 USC 1113; 29 CFR 1602; 8
CCR 3204(d); 8 CCR 10102; GC
12946;
GC 34090
5 P
9.3.b
Packet Pg. 52
18 Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Maintenance Creek Abatement & Maintenance Program GC34090(d) 2 2 Maintenance Diablo Vista Water (see specific category for retention period)
Maintenance Fleet: Assignment, Accident Reports & Fueling GC34090(d) 2 5 Maintenance Fleet: Inventory, Ownership & Title GC34090(d) 2 Life of Vehicle + 2 Years Maintenance Landscaping: Plants/Tree Maintenance/Plans
(except for inventory)
GC34090(d) 2 P2
Maintenance Lighting/PG&E (except for inventory) GC34090(d) 2 2 Maintenance Maintenance & Operations: Work
Orders/Reports/Complaints
GC34090(d) 2 2
Maintenance Waste Management: AB939 Reports/Rates/
Contracts/Landfills/Oil Recycling/Grants/ Hazardous
Waste/Recycling/Reuse/Composting/Yard
Waste/Meetings/Workshops
GC34090(d) 2 5
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Accounting Files/Invoices/Payroll Reports/Purchase
Orders (original files kept in Finance)
Retention in Planning Division
not required
Planning Annexation/Deannexation Files GC34090(d) 2 10
Planning Boards, commissions, committee correspondence, terms of office, salaries
GC34090(d) 2 4
Planning Contractor files (professional services
agreements/payments/correspondence)
GC34090(d) 2 2
Planning Emergency Planning (earthquake preparedness,
flood hazards, hazardous waste)
GC34090(d) 2 2
Planning Environmental Impact Reports by site GC34090(d) & CEQA Guidelines 2 Same as project for which it is for
Planning Special Event, Temporary Use and Temporary Sign Permits
GC34090(d) 2 2
9.3.b
Packet Pg. 53
19 Planning General Plan Amendments including various
elements of plan: noise/safety/seismic safety/
transportation/housing/scenic highways, etc
GC34090(d) 2 P
Planning General Plan background files GC34090(d) 2 General Plan adopted date + 5 Planning Home Occupation and Tree Removal Permits GC34090(d) 2 2 Planning Misc. Permits (Bingo, Carnival, Pumpkins,
Christmas Tree lots, newspaper dispensers, tree
removal, garage exemption permits, electronic
game permits)
GC34090(d) 2 2
Planning Ordinance (by subject, correspondence). (Originals kept by City Clerk)
GC34090(d) 2 10
Planning Planning Project Files: Architectural Review
Commission (ARC); Development Plans (DP);
Planning Commission (PC); Signage (S) including
sign programs, general information; Zoning (ZA) by
address
GC34090(d) 2 Life of Project + 2
Planning Professional Associations/Community
Organizations (APA Newsletters, League of CA
Cities, Pleasant Hill Historical Society, etc.)
GC34090(d) 2 2
Planning Progress Reports to City Council GC34090(d) 2 2 Planning Public Ttransportation (Caltrans, Transpac,
Pleasant Hill Sphere of Influence, BART, CCTA)
GC34090(d) 2 2
Planning Rolled Plans/Maps (Other)
Rolled Plans/Map Relating to Landscaping
Maintenance Agreements
GC34090(d) 2
Life of
agreement
CY + 10
Life of agreement
Planning State Agencies Correspondence (HCD, DSS, DOT,
etc.)
2 2
Planning Regional/County Agencies Correspondence
(ABAG, Bay Area Quality Management District,
League of Women Voters, Central Contra Costa,
etc.)
GC34090(d) 2 2
Planning Local Agencies Correspondence (Walnut Creek,
Concord, Martinez, Lafayette, etc.)
2 2
Planning Resolutions – Planning Commission GC34090(e) P P Planning Rezoning by location GC34090(a) P P
9.3.b
Packet Pg. 54
20 Planning Special Area Studies (E.g., Circulation Study, Planning Transportation Corridors Vineyards, GHG
StudiesCC Golf & Country Club, Oak Park Specific
Plan, Pacheco AnnexationView Study, Taylor
Boulevard Scenic Corridor, etc)
GC34090(d) 2 15
Planning Withdrawn or Closed Planning Applications and
associated Project Files
2 2
Planning Zoning Information and Zoning Verification Letters 2 2 Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Police -
Administration
Division
Contra Costa Community College District
correspondence and agreements
GC 34090 2 2 years after expiration of
agreement
Police -
Administration
Division
Employees:
Non-sustained Citizen complaints against personnel
Sustained civilian complaints
Discipline records
Internal investigation reports
(EvC1045, GC12946, PC 801.5, 803(c), VC 2547)
Personnel records
Progress file counseling notes
Overtime and time-off request slips
Grievance files (by employees)
Employment applications/background reports when
applicant not hired
Records of training attended
PC 832.5
PC 832.5
PC 832.5
PC 832.5
GC 34090
GC 34090
GC 34090
GC 34090
GC 12946
GC 34090
5 15
5 5
2 2
2 2
4 24
15 15
5 5
(Period measured from the end
of employment)
2 2
2 4
24 Police -
Administration
Division
Equipment: phones; weapons (Manuals,
instructions, procedures)
GC 34090 2 End of use + 2 years
Police -
Administration
Division
Finance
Records of department purchases
Petty cash records
GC 34090 2 2
9.3.b
Packet Pg. 55
21 Police -
Administration
Division
Gasoline Tank & Dispenser Correspondence &
other materials
GC 34090 2 2
Police -
Administration
Division
General Correspondence, including:
response letters to public inquiries
to and from material and supply vendors (if matter
is closed)
GC 34090 2 2
Police -
Administration
Division
General Orders, Division Orders or Department
Directives
GC 34090 2 2 years after superseded or
expired
Police -
Administration
Division
General Subject Files not otherwise covered GC 34090 2 2 Police -
Administration
Division
Police Facility
Documents regarding operation of Police Facility &
facility support equipment
GC 34090 2 2
Police -
Administration
Division
Reserve Officers
Personnel records
Activity logs
GC 34090 2
2 (retention period measured
from time service ends)
2 Police -
Administration
Division
State Commission on Peace Officer Standards &
Training (POST) Correspondence
GC 34090 2 2
Police -
Administration
Division
Training
Lesson plans & associated materials for in-house
training classes
GC 34090 2 2
Police -
Administration
Division
Vehicles in use GC 34090 2 2 years after final use
Police -
Administration
Division
Volunteer files GC 34090 2
2 (retention period measured
from time service ends)
9.3.b
Packet Pg. 56
22 Police -
Investigations
Division
Case assignment logs GC 34090 2 2
Police -
Investigations
Division
Case files
The destruction of a case files is not permitted if it
relates to or involves any of the following:
a. an unadjudicated arrest, except for H&S 11357
or H&S 11360 violations;
b. an unserved warrants;
c. identifiable items which have not been
recovered;
d. PC 290, PC 457.1 or H&S 11590 regulations;
e. a violations listed in PC sections 799 and 800;
f. a case which is presently involved in either
civil or criminal litigation.
GC 34090 2 2
Police -
Investigations
Division
Concealed weapons applications & permits (PC
12050, 12053).
GC 34090 2 2 (Retention period measured
from the date of denial,
expiration or revocation of
permit)
Police -
Investigations
Division
Daily Bulletin/Schedules of officers on duty GC 34090 2 2 Police -
Investigations
Division
Federal Firearms Licensing applications &
investigations
GC 34090 2 2
Police -
Investigations
Division
Fingerprints
Latent fingerprint "lifts" from crime scenes,
excluding homicide investigations, "ten print"
fingerprint cards & "palm print" cards, which are no
longer necessary for investigative purposes
GC 34090 2 2
Police -
Investigations
Division
National Crime Information Center (NCIC) entry
validation lists
GC 34090 2 2
Police -
Investigations
Division
Permit and license applications
All, including: masseuse permits, alarm
GC 34090 2 2
9.3.b
Packet Pg. 57
23 systems/false alarms (by address)
Police -
Investigations
Division
Pawn slips (B&P 21628) GC 34090 2 2
Police -
Investigations
Division
Photographs
Booking (whether stored electronically or as a
tangible photograph) which are no longer necessary
for investigative purposes
GC 34090 2 2
Police -
Investigations
Division
Ride-along applications GC 34090 2 2
Police -
Investigations
Division
Undercover/Buy fund financial disbursements
records
GC 34090 2 2
Police -
Investigations
Division
Copies need not be kept when the original is kept
elsewhere, including documents from other criminal
justice agencies:
Statistical (UCR), Uniform Crime Reports
Mandatory to DOJ (LEIC): FBI include Return
A/Supplement: Supplementary Homicide Report;
Law Enforcement Officers Killed or Assaulted;
Monthly Return of Arson Offenses Known to Law
Enforcement; Number of Violent Crimes Committed
Against Senior Citizens; Monthly Report of
Domestic Violence Related Calls for Assistance;
Monthly Arrest and Citation Register; Monthly Hate
Crimes Incidents; Death in Custody Reporting.
Dealer Reports of Gun Sales sent to DOJ (PC
12070).
Child Protective Services (CPS) Reports (PC
11166, 11169).
Notices from ABC.
Police - Patrol
Division/Traffic
Permit Records (i.e. tow trucks) GC 34090 2 2 from expiration Police - Patrol
Division/Traffic
Personnel Scheduling; intra-department memos GC 34090 2 2
9.3.b
Packet Pg. 58
24 Police - Patrol
Division/Traffic
Radar calibration, during period of use GC 34090 2 2
Police - Patrol
Division/Traffic
Special Events Records GC 34090 2 2 after event
Police - Patrol
Division/Traffic
Reserve Officer Activity Logs GC 34090 2 2
Police - Patrol
Division/Traffic
Temporary Holding Facility (THF)
Correspondence & other materials regarding
operation, inspections & management
GC 34090 2 2
Police - Patrol
Division/Traffic
Tow Company List GC 34090 2 2
Police - Patrol
Division/Traffic
Traffic Speed Surveys & Studies (VC 40803(c)) GC 34090 2 2 from expiration Police - Patrol
Division/Traffic
Vehicles in use GC 34090 2 2 after use ends
Police - Patrol
Division/Traffic
Weapons Inventory GC 34090 2 2
Police - Support
Services
Division
Arrest logs (adult and juvenile) GC 34090 2 2
p
Police - Support
Services
Division
Arrest/conviction for H&S '11357 (b)(c)(d)(e) or
H&S '11360(b) after 1/1/96 (marijuana), including
citations for the above violations.
H&S 11361.5 2 years
Exception:
juvenile -
retain until
age 18
2 years
Exception: juvenile - retain until
age 18
Police - Support
Services
Division
Bicycles (licenses & citations) GC 34090 2 2
Police - Support
Services
Division
Case files, investigations or police reports with an
assigned case number (whether on paper or in
electronic form), except for homicide, kidnapping or
GC 34090 2 2
9.3.b
Packet Pg. 59
25 embezzlement of public funds.
Homicide, kidnapping or embezzlement of public
funds files (PC 799)
(See PC 799-804 re: time of commencement of
criminal actions)
p
Police - Support
Services
Division
Cash Accounting
Dispatcher's Book
GC 34090 2 2
Police - Support
Services
Division
Computer Equipment & Software
Software Licenses no longer being used
Records of hardware removed from inventory
GC 34090 2 2
Police - Support
Services
Division
Field interrogation cards & Records or Contacts
with persons not listed in City files as having been
arrested
GC 34090 2 2
Police - Support
Services
Division
Mobile Data Terminal messages (paper or
electronic
GC 34090 2 2
Police - Support
Services
Division
Property Sent to Auction Records GC 34090 2 2
Police - Support
Services
Division
Records sealed or destroyed
Adult: mandatory sealing or destruction pursuant to
court order.
Juvenile: mandatory sealing or destruction pursuant
to court order.
PC 851.8
WIC 826(a)(b) and 781(a)
Per court order
Police - Support
Services
Division
Registration files: arson (PC '457.1), sex (PC'290),
narcotics (H&S'11590). (Forwarded to DOJ.
Retain fingerprints, photo and information.)
GC 34090 2 Life of registrant within PH + 2
years
Police - Support
Services
Division
Stolen or Recovered Property Records GC 34090 2 2
9.3.b
Packet Pg. 60
26 p
Police - Support
Services
Division
Subpoena logs (court schedule) GC 34090 2 2
p
Police - Support
Services
Division
Summary Report on Statistical Activity created by
the Department
GC 34090 2 2
p
Police - Support
Services
Division
Towing
Rotation list & logs
Repossession & private property towing lists & logs
GC 34090 2 2
p
Police - Support
Services
Division
Traffic Citations (whether infraction or
misdemeanor) & Parking Citations, including officer
notes
GC 34090 2 2
p
9.3.b
Packet Pg. 61
27 Police - Support
Services
Division
Vehicles
Abandoned auto tags
Repossession/impounds
GC 34090 2
2 p
9.3.b
Packet Pg. 62
1 AU - Audit
CL -
Closed/Complete
d CY -
Current year
E - Election
L - Life
P - Permanent
S - Until Superseded
S/L - Statute of Limitations (See CCP 337, 337.15)
T - Terminated
Term - Term of office
B&P - Business & Professions
CAC - CA Administrative Code
CCP - Code of Civil Procedures
CCR - Code of CA Regulations
CEQA - CA Environmental Quality
Act
CFR - Code of Federal Regulations
EC - Election Code
EvC - Evidence Code
FMLA - Family & Medical Leave Act
GC - Government Code
H&S - Health & Safety Code
LC - Labor Code
OSHA - Occupational Safety &
Health Act
PC - Penal Code
VC - Vehicle Code
USC - United States Code
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
City Wide Accounting Files/Invoices/ Payroll Reports
(Originals in Finance; excludes Capital
Improvement Projects)
GC 34090(d) 2 Electronic only CY + 2
City Wide Agendas and Agenda Packets of Advisory Bodies:
Boards, Commissions, Committees &
Subcommittees (excludes City Council, Planning
Commission, Architectural Review Commission,
and Zoning Administrator)
GC 34090(d) 2 CY + 2
City Wide Agendas and Agenda Packets of Legislative &
Quasi-Judicial Bodies: Boards, Commissions,
Committees & Subcommittees (includes City
Council, Planning Commission, Architectural
Review Commission & Zoning Administrator)
GC 34090(d) 2 P
City Wide Budget Files (originals kept in Finance) GC 34090(d) 2 2 City Wide Chronological Files GC 34090(d) 2 CY + 2
City Wide Consultant/Vendor Files/Agreements & Contracts (not for construction files)
GC 34090(d) 2 T + 2
City Wide Correspondence (General; refer to
departments/divisions for special &
department/division-specific correspondence)
GC 34090(d) 2 2
City Wide Insurance Certificates & Endorsements
(excludes Capital Improvement Projects)
GC 34090(d) 2 T + 2
9.3.c
Packet Pg. 63
2 City Wide Meeting Recordings (Audio & Video) of Advisory Bodies: Boards, Commissions, Committees &
Subcommittees (excludes City Council, Planning
Commission, Architectural Review Commission,
and Zoning Administrator)
GC 54953.5(b)
GC 34090.7
City Council Res. No. 106-81 & 37-
92 30 days
90 days (if
minutes
exist)
5 years
S or until minutes of the
meeting are adopted by the
body
City Wide Meeting Recordings (Audio & Video) of Legislative & Quasi-Judicial Bodies: Boards, Commissions,
Committees & Subcommittees (includes City
Council, Planning Commission, Architectural
Review Commission & Zoning Administrator)
GC54953.5(b)
GC 34090.7
City Council Res. No. 106-81 & 37-
92 30 days
90 days (if
minutes
exist)
5 years
P
City Wide Minutes of Legislative & Advisory Bodies (All City Council, City Boards, Commissions, Committees &
Subcommittees)
GC 34090(e) P P
City Wide Policies & Procedures GC 34090(d) 2 S
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Building
Building construction, Plans & specifications
GC 34090(e)
HS 19850
2 Life of Bldg
–
Commercial
5 years – Residential
After April 4, 2023, Electronic
Records (Through EPL) will
move to “Life of the Building”
Life of Building - Commercial
Building
Building Permits Reports
GC 34090(a)
HS 19850
P
P
Building
Certificates of Occupancy
GC 34090(d)
HS 19850
Life of
Building
Life of Building
Building Code Books California Electrical Code, Building, Fire, Mechanical, Plumbing & Supplements)
P P
Starting from the 2010 Code
Cycle All Codes are available
online through ICC Digital
Codes Premium
Building Contractor files (professional services agreements, payments & correspondence)
GC 34090(d) 2 Inactive + 2
9.3.c
Packet Pg. 64
3 Building Professional Associations/Community
Organizations newsletters
GC 34090(d) 2 CY + 5
Building Progress reports to City Council (original files kept in City Manager’s office)
GC 34090(d) 2 CY + 2
Building Soils Report, foundation plan GC 34090(d)
HS 19850
2 Life of Building
Building Structural Calculations GC 34090(d)
HS 19850
2 Life of Building
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
City Attorney Administrative Files
Correspondence
Outside Counsel Contracts
Department Budget (Original in Finance)
League of CA Cities materials
Professional Associations
Purchase Orders/Invoices
Emergency Procedures Manual
GC 34090(d) 2
CY + 5
CY + 4
CY + 2
CY + 2
CY + 2
CY
P
City Attorney City Attorney Work Product (References; Project files) (Not public records. EvC §954)
GC 34090(d) 2 CY + 2
City Attorney Claims
Claim files (Original files at MPA)
MPA Materials
GC 34090(d) 2
CY +5
CY + 10
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
City Clerk Agendas and Agenda Packets: City Council
(electronic only as of 2020; see Agendas and
Agenda Packets of Legislative & Quasi-Judicial
Bodies)
GC 34090(d) 2 P
City Clerk Assessment District Files (electronic only as of 2022)
GC34090(a) P P
City Clerk Deeds & Promissory Notes GC34090 (a) 2 P
9.3.c
Packet Pg. 65
4 24 CFR 570.502 3
City Clerk Elections
Certificates of Election
Nomination papers:
Elected officials
Unsuccessful candidates
Notifications and Publications (Proof of
publications/postings, certifications & copies of
newspaper notices)
Procedures and correspondence, candidate
packets, workshops, & briefings
GC 34090 (e)
EC 17100
GC 81009(b)
GC 34090(d)
GC 34090(d)
7 T + 4
E + 2
E + 2
2 7
Term + 4
E + 2
E + 2
2 City Clerk Ethics (AB 1234) Training
Certificates Notices GC 53235.2 (b)
GC34090(d)
CY + 5
2 CY + 5
2 City Clerk FPPC Correspondence/Manuals GC 34090(d) CY + 2 CY +4 City Clerk FPPC-Required Documents and Forms
Campaign Statements:
Committees
Elected officials
Unsuccessful candidates
Statements of Economic Interests
Statements of Economic Interests Log
GC 81009(c)
GC 81009(c)
GC 81009(b)
GC 81009(e)
GC 34090(d)
7 7
5 7
2 T + 7
5 T + 7; 7 if not elected
P
City Clerk Lobbyist Statements (required under GC 86110) 2 CCR 18615(f) 5 years from the
date of the
filer's final
report for
5 years from the date of the
filer's final report for the
calendar year for which the
activities were reported
9.3.c
Packet Pg. 66
5 the
calendar
year for
which the
activities
were
reported
City Clerk Ordinances of the City Council & the Municipal Code
GC 34090(e) P P
City Clerk Petitions: Initiative, referendum & recall
*Not a public record; petitions found to be
insufficient are open only to proponents & their
representatives (GC 6253.5)
EC 17200 8 months
after
certification
of election
results or, if
measure is
not
submitted
to the
voters, 8
months
after final
examinatio
n of petition
by the
elections
official
8 months after certification of
election results or City Clerk's
final examination of the petition
City Clerk Public Records Requests & Responses GC34090(d) 2 CY +2 City Clerk Records Retention Program
Records Destruction Forms
Records Retention Schedules
GC34090(d) 2
P
S
City Clerk Resolutions of the City Council GC 34090(e) P P Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
9.3.c
Packet Pg. 67
6 City Manager Americans with Disabilities Act
Transition Plan
Grievances and Related Correspondence (unless
involved in a lawsuit)
28 CFR 35.150 (d)
GC 34090(d)
S
2 S
2 City Manager Bi-Weekly Update GC 34090(d) 2 CY + 5
City Manager Certificates of Appreciation/Recognition & Proclamations
GC 34090(d) 2 CY + 5
City Manager Committee and Commission Recruitments
Applications – Appointees
Applications – Rejected Candidates
Interview Packets/Notices/Staff reports/
Appointment letters
GC34090(d) 2
Term + 2
2 2
City Manager Outlook Newsletter GC 34090(d) 2 10
City Manager Press Releases GC 34090(d) 2 CY + 5
City Manager Special Projects Files GC 34090(d) 2 T + 2 City Manager Reference Materials: brochures, manuals, policies, procedures and reports produced by the
Department
Statewide guidelines propose when
superseded + 2 or 5 years; GC
34090(d)
2 S + 2
City Manager Senior Van Service
Volunteer Files
Dispatcher and Drive Calendars Passenger
Schedules
Senior Van Inspection and Maintenance Logs
Passenger Applications
GC 34090 (d) 2
T + 2
2 2
CL + 3
Office of Record Description Citation Minimum
Legal
City Retention Period
(in Years)
9.3.c
Packet Pg. 68
7 Retention
(in Years)
Code
Enforcement
Case Files by Type/Year (Including body worn
camera footage)
GC 34090(d) 2 CL + 5
Code
Enforcement
Contractor files (professional services
agreements/payments/correspondence)
GC 34090(d) 2 2
Code
Enforcement
Liens & Releases Recorded GC 34090(d) 2 2
Code
Enforcement
Procedures GC 34090(d) 2 2
Code
Enforcement
Reports GC 34090(d) 2 2
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Engineering Accounting Files/Invoices/ Payroll Reports for Capital Improvement Projects (Originals in Finance)
GC 34090(d) 2 5
Engineering Acquisitions GC 34090(a) P P
Engineering Aerial Photographs GC34090(d) 2 2
Engineering Agreements with Other Public Agencies GC34090(d) 2 P Engineering Annexation Procedures/Files GC34090(a) P P
Engineering Assessment Districts GC34090(a) P P
Engineering Bike Lanes/Trails GC34090(a) P P
Engineering Bond Projects GC34090(d) 2 5
Engineering Bridges: General/Inspections/Repairs/Grants GC34090(d) 2 P Engineering Capital Improvement Program Budget GC34090(d) 2 5 Engineering Construction Tracking: Curbs/Gutters/Sidewalks GC34090(d) 2 5 Engineering Drainage Maintenance & Issues GC34090(d) 2
Engineering Easements/Dedications/Rights-of-way (Recorded documents keep in City Clerk's Office)
GC34090(a) P P
Engineering Encroachment Permits & Violations (except
revocable)
GC34090(d) 2 5
Engineering Encroachment Permits Revocable GC34090(d) 2 5 Engineering Emergency Preparedness Plans GC34090(d) 2 2 Engineering Flood Issues: Storm Drains/Records/Maps GC34090(d) 2 5
9.3.c
Packet Pg. 69
8 Engineering Freeway: General/Sound Walls/Studies GC34090(d) 2 5 Engineering Inspector Daily Reports GC34090(d) 2 5
Engineering Maps & Plats/City Boundary/Surveys GC34090(a) P P Engineering Minutes of Task Force Committees GC 34090(e) P P Engineering National Pollution Discharge Elimination System (NPDES) Correspondence/Reference Materials/
Reports
GC34090(d) 2 5
Engineering Parking: Lots/Garages/Regulations GC34090(d) 2 2 Engineering Permits: Grading GC34090(a) P P
Engineering Planning Referrals (commercial/residential):
Engineering/New Construction/Modifications
GC34090(d) 2 5
Engineering Project files: Correspondence/Architectural Drawings/Civil Engineering Issues
GC34090(d) 2 5
Engineering Request for Proposals GC34090(d) 2 2
Engineering Signage (except for inventory): Street repair & Striping
GC34090(d) 2 2
Engineering Street Widening GC34090(a) P P
Engineering Street/Alley Abandonment/Vacation GC34090(a) P P Engineering Subdivisions/Land Divisions GC34090(a) P P
Engineering Surveys: Recording Data & Maps GC34090(a) P P Engineering Traffic counts, traffic safety, traffic signals, traffic studies, traffic complaints, pedestrian crosswalks
GC34090(d) 2 2
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Finance Accounts Payable
Paid Vendor Files – Invoices, Authorizations for
Payment, Copies of checks
Cash Disbursement Report by Vendor (part of City
Clerk’s Agenda Packet Files)
Copies of 1099s & Transmittal Forms
Petty Cash Checking Account Stubs/Petty Cash
Log (no Longer In use)
Check Listing Audit Trails (List by Check No.)
Month-End Audit Trails/Reports
7 7
7 7
3 9.3.c
Packet Pg. 70
9 Calendar Year-End Audit Trails/Reports
1099 Audit Trails/Reports
P.O. Receipt Audit Trails/Reports
Cash Requirements Reports
A/P Invoice Update Reports
Invoice Print/Update Reports
3333333
Finance Accounts Receivable
Paid/Written Off Invoices (Includes file copy of City
invoices, documentation requesting City to bill,
copies of any related correspondence & log of
contracts, receipts showing payment or write-
offs/adjustments)
Uncollectible & Collection
Accounts/Records/Correspondence
Billing, Adjustment 7 Write-Off Audit Trails
Month-End Audit Trails (including aged balances)
7777
Finance Business License
Ceased Business Files (Applications of Businesses
No Longer in Business in Pleasant Hill)
Adjustment Audit Trails
Month-End Audit Trails
Calendar Year-End Audit Trails
Renewal & Reminder/Late Notice Audit Trails
License Print Audit Trails
3 after cease date 33333
Finance Cash Receipts
Cash Receipt Activity Report (by month)
General Ledger - Daily Audit Trails, Copies of
Receipts Duplicate Copies of Deposit Slips
55 Finance General Ledger
Audited Financial Reports/Management Letters/
Single Audit Reports/Compliance Reports, Etc. (All
P
9.3.c
Packet Pg. 71
10 produced by auditors after year-end; includes
Annual Comprehensive Financial Report (ACFR))
Final (Audited) 6/30 Balance Sheets (from Financial
System); Status Reports by Fund/Dept./Obj. &
Encumbrance Detail – Budgetary-Basis & GAAPBasis
Detailed Transaction Activity Printout for Entire
Year, All Accounts
Printed Approved Budget Document
General Journal Entries
Assessment District Files (Improvement Districts)
District Creation Documents
Prepayment Records and Bond Call Reports
Other Records & Correspondence
Fixed Asset records by year (purchases/
disposals/summaries of activity/copies of purchase
documents
7 7
P
7 P
P
Finance General Ledger
Bond files - debt for which the City was/is
responsible
a) Official statements/related debt issuance files/
correspondence
b) Debt service schedule/payments
c) Fiscal agent statements
Bond files - conduit debt for which City was never
responsible but carries City's name (eg. mortgage
revenue bonds)
a) Official statements/related debt issuance files/
Upon cancellation, redemption
or maturity + 10 for a&b
5 after debt is paid off
Upon cancellation, redemption,
9.3.c
Packet Pg. 72
11 correspondence
b) Fiscal agent statements
or maturity + 10
3 if available
Finance General Ledger
Grant files (grant authorization documents/claim
documentation/correspondence, etc.)
Journals from other modules (cash receipts/ accts.
payable/payroll/business license receivable/accts.
receivable, etc.) updated at least monthly
Audit binders (staff-generated
spreadsheets/documentation for independent
auditors' use in annual audit)
Budgetary entry audit trails for original approved
budget
Budget revisions & transfers - authorizing
documents & posting audit trails
5 after grant completion
5 3
3 3
Finance General Ledger
Monthly balance sheets (financial software)
Monthly status reports by fund/dept/object
Monthly encumbrance details reports
Completion of audit
(2-year minimum doesn't apply
as monthly reports are
superseded by final audited
reports 6/30 reports kept
permanently)
Finance Miscellaneous
9.3.c
Packet Pg. 73
12 Deeds Held by Finance (in safe)
State Controllers Reports, Special District & Street
Reports to State, etc.
Revenue Legislative History Files
Revenue/General Ledger Activity Files
Sales & General Use Tax Returns
Franchise Agreements
P7755
T + 10
Finance Payroll (1 of 2) W-2 Audit Trails (printouts)
Copies of W-2s & Transmittal Forms (Incl LTD &
YTD adj folder, calendar year spreadsheet
PERS Printouts & Payment Copies Files
401(A) Money Purchase Plan File (PACE & Mgmt
Plans)
Correspondence File
Employee Registers (printouts showing gross & net
pay, all deductions/withholdings, all City-paid
benefits, accounts charged, leave accruals & usage – all by dept/employee) Workers Comp Printouts
Federal Tax Files & Reports (including qtrly. &
annual reconciliations)
State Tax Files & Reports (including qtrly. & annual
reconciliations)
American Fidelity Files (Flex Plan & Insurance until
2017)
457 Deferred Compensation Plan
Timesheets
Copies of Paychecks
Calendar Year-End Reports/Printouts
Fiscal Year-End Reports/Printouts
Federal & State Tax Printouts
777777
10777775555
Finance Payroll (2 of 2)
Accrual Reports/Printouts
55 9.3.c
Packet Pg. 74
13 Payroll File Maintenance Changes (Printouts)
Check Registers (Printouts in Check No. Order by
Month)
Journals 05 & 06 (printouts; transaction interface w/
GL)
Garnishment Files/Misc. Vendors/Workers Comp.
Back-up
Bank & Credit Union Deduction/Direct Deposit Files
& Reports
Charity Deduction Files & Reports
Health Insurance Files & Reports
Life Insurance & Long-Term Disability Files &
Reports
Dental Insurance Files & Reports
Update Worksheets (work copies, not printouts)
Employee Union/Association Dues Files
Month-End Audit Trails/Reports (payable listings)
Quarterly Audit Trails/Repots (listings per payroll)
5 5
5 5
5 5
5 5
5 5
5 5
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Human
Resources
Cal PERS
Actuarial studies and contract revisions
(ERISA) 29 USC 1001-1381, at
1027; 29 CFR 1627.3(b)(2)
GC 34090
6 P
Human
Resources
Correspondence (internal/external) GC34090(d) 2 CY + 10 Human
Resources
Employee Benefit Plans
Medical, Dental, Vision, EAP, Disability, IRS
Section 125 Plan
GC 34090;
29 CFR 1627.3(b)(2)
2-3 CY + 6
Human
Resources
Employee Rights
General employees
Safety (Police)
May include arbitration, grievances, claims, union
29 USC 211(c);
GC 34090(d)
2 T + 3
T + 5 or until final disposition
9.3.c
Packet Pg. 75
14 requests, sexual harassment and Civil Rights
complaints & disciplinary actions
Human
Resources
Employee Training
Safety training attendance sheets, handouts,
employee training course documentation
GC 12946;
GC 34090 &
29 USC 1027
T + 2 T + 10
Human
Resources
Family & Medical Leave Act (Federal)/Family Rights
Act (State) (records of leave taken, City policies
relating to leave, notices & communications related
to leave)
29 CFR 825.500;
GC 12946
2-3 CY + 3
Human
Resources
General Subject Files GC34090(d) 2 CY + 2
Human
Resources
Immigration (I-9s) 8 USC 1324a(b)(3) 3 T + 3
(3 years after date of hire or
one year after termination,
whichever is later.)
Human
Resources
Job specifications (job descriptions for
classifications within the City)
GC34090(d) 2 S + 5
Human
Resources
Labor Negotiations (documents regarding labor
contract negotiations, including meet & confer
records for employee unions & associations; may
also include, but not limited to, notes, notebooks,
correspondence, contracts, Memorandums of
Understandings (“MOU”) & Side Letters of
Agreement Memoranda, bargaining unit
correspondence reports, petitions & by-laws)
29 USC 211(c);,
29 USC 516.6;
GC 34090;
GC 12946;
CCP 337
Active MOU
+ 2
P
Human
Resources
Medical Files (may include family leave
requests/verification; pre-employment physical
examination results; workers’ compensation
information; certification; tests; correspondence &
reports)
GC 12946; GC 34090; 29 USC
1027; 29 USC 1113
6 T + 6
9.3.c
Packet Pg. 76
15 Human
Resources
MissionSquare Retirement Corporation (formerly
ICMA)
401(a) and 457 Plans
Plan documents, establishment of plan and
revisions, member statements, general
correspondence
(ERISA) 29 USC 1001-1381, at
1027; 29 CFR 1627.3(b)(2)
6 P
Human
Resources
OSHA
OSHA 300 and 300A Logs
Exposure & medical records of employee exposure
to hazards such as toxic chemicals, high levels of
noise, airborne contaminants, or blood borne
pathogens
LC 6410;
8 CCR 14300.33;
29 CFR 1904.29
29 USC 657
29 CFR 1910.1020 (d)(1)(i);
8 CCR 3204(d);
5 - 30
T + 30
T + 30
T + 30
Human
Resources
Payroll (Age disc.) 29 USC 626; 29 CFR
1627.3;
(FLSA) 29 USC 206(d)(1); & 29
CFR 515.6
3 P
Human
Resources
Personnel Files (Official file kept in HR Department) GC 12946; GC 34090;
LC 1174; &
(EEO) 29 CFR 1602.31
2-3 P
Human
Resources
Personnel rules, procedures & policies GC 34090;
GC 12946
2 S + 5
Human
Resources
Recruitments – Fulltime (Applications, resumes,
alternate lists/logs, indices; ethnicity disclosures;
examination materials; answer sheets; job bulletins;
eligibility; electronic database)
GC 12946;
29 CFR 1607.4;
29 CFR 1627.3
2-3 CL + 3
Human
Resources
Reports
Employee statistics, benefit activity; liability loss,
affirmative action
9.3.c
Packet Pg. 77
16 Equal Employment Opportunity Commission reports
(EEO – 4s)
GC 34090
29 CFR 1602.32, -.30
2 3
CY + 10
CY + 10
Human
Resources
Risk Management (MPA) Reports
Records of illness and injuries
Reports (loss analysis, safety, actuarial), claims
data and statistics
See Medical Files and OSHA
references.
GC 34090; OMB 1220-0029; CFR
1904.4
T + 30
2 T + 30
CL + 5
Human
Resources
Salary Schedule (list of salaries for all
classifications)
GC 12946 &
GC 34090
2 P
Human
Resources
Social Security
Medicare information, general correspondence
29 CFR 1627.3(2);
29 CFR 516.6;
GC 12946
2-3 CY + 3
Human
Resources
Surveys and Studies
Classification wage rates & benchmark data
GC 12946;
GC 34090;
29 CFR 516.6(2) &
29 CFR 1602.14
2 CY + 5
Human
Resources
Workers Compensation
(Working files. Originals filed with MPA). May
include, but not limited to, indemnity claims,
correspondence with third party administrator, first
aid claims, pre-designated doctors’ reports
See also: Medical Files, OSHA, Risk Management
Reports.
USC 1027;
29 USC 1113; 29 CFR 1602; 8
CCR 3204(d); 8 CCR 10102; GC
12946;
GC 34090
5 P
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
9.3.c
Packet Pg. 78
17 Maintenance Creek Abatement & Maintenance Program GC34090(d) 2 2 Maintenance Diablo Vista Water (see specific category for retention period)
Maintenance Fleet: Assignment, Accident Reports & Fueling GC34090(d) 2 5 Maintenance Fleet: Inventory, Ownership & Title GC34090(d) 2 Life of Vehicle + 2 Years Maintenance Landscaping: Plants/Tree Maintenance/Plans
(except for inventory)
GC34090(d) 2 P
Maintenance Lighting/PG&E (except for inventory) GC34090(d) 2 2 Maintenance Maintenance & Operations: Work
Orders/Reports/Complaints
GC34090(d) 2 2
Maintenance Waste Management: AB939 Reports/Rates/
Contracts/Landfills/Oil Recycling/Grants/ Hazardous
Waste/Recycling/Reuse/Composting/Yard
Waste/Meetings/Workshops
GC34090(d) 2 5
Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Planning Accounting Files/Invoices/Payroll Reports/Purchase Orders (original files kept in Finance)
Retention in Planning Division
not required
Planning Annexation/Deannexation Files GC34090(d) 2 10
Planning Boards, commissions, committee correspondence, terms of office, salaries
GC34090(d) 2 4
Planning Contractor files (professional services
agreements/payments/correspondence)
GC34090(d) 2 2
Planning Emergency Planning (earthquake preparedness,
flood hazards, hazardous waste)
GC34090(d) 2 2
Planning Environmental Impact Reports by site GC34090(d) & CEQA Guidelines 2 Same as project for which it is for
Planning Special Event, Temporary Use and Temporary Sign Permits
GC34090(d) 2 2
Planning General Plan Amendments including various
elements of plan: noise/safety/seismic safety/
transportation/housing/scenic highways, etc
GC34090(d) 2 P
Planning General Plan background files GC34090(d) 2 General Plan adopted date + 5 Planning Home Occupation and Tree Removal Permits GC34090(d) 2 2
9.3.c
Packet Pg. 79
18 Planning Misc. Permits (Bingo, Carnival, Pumpkins,
Christmas Tree lots, newspaper dispensers, tree
removal, garage exemption permits, electronic
game permits)
GC34090(d) 2 2
Planning Ordinance (by subject, correspondence). (Originals kept by City Clerk)
GC34090(d) 2 10
Planning Planning Project Files: Architectural Review
Commission (ARC); Development Plans (DP);
Planning Commission (PC); Signage (S) including
sign programs, general information; Zoning (ZA) by
address
GC34090(d) 2 Life of Project + 2
Certificate of Occupancy + 2
Planning Professional Associations/Community
Organizations (APA Newsletters, League of CA
Cities, etc.)
GC34090(d) 2 2
Planning Progress Reports to City Council GC34090(d) 2 2 Planning Public Transportation (Caltrans, Transpac, Pleasant Hill Sphere of Influence, BART, CCTA)
GC34090(d) 2 2
Planning Rolled Plans/Maps (Other) GC34090(d) 2
Life of
agreement
CY + 10
Life of agreement
Planning State Agencies Correspondence (HCD, DSS, DOT,
etc.)
2 2
Planning Regional/County Agencies Correspondence
(ABAG, Bay Area Quality Management District,
League of Women Voters, Central Contra Costa,
etc.)
GC34090(d) 2 2
Planning Local Agencies Correspondence (Walnut Creek,
Concord, Martinez, Lafayette, etc.)
2 2
Planning Resolutions – Planning Commission GC34090(e) P P Planning Rezoning by location GC34090(a) P P
Planning Special Studies (E.g., Circulation Study, Planning Transportation Corridors, GHG Studies, Oak Park
Specific Plan, View Study, Taylor Boulevard Scenic
Corridor, etc)
GC34090(d) 2 15
Planning Withdrawn or Closed Planning Applications and
associated Project Files
2 2
Planning Zoning Information and Zoning Verification Letters 2 2
9.3.c
Packet Pg. 80
19 Office of Record Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
Police -
Administration
Division
Contra Costa Community College District
correspondence and agreements
GC 34090 2 2 years after expiration of
agreement
Police -
Administration
Division
Employees:
Non-Sustained Citizen complaints
If sustained Citizen complaints
Discipline records
Internal investigation reports
(EvC1045, GC12946, PC 801.5, 803(c), VC 2547)
Personnel records
Progress file counseling notes
Overtime and time-off request slips
Grievance files (by employees)
Employment applications/background reports when
applicant not hired
Records of training attended
PC 832.5
PC 832.5
PC 832.5
PC 832.5
GC 34090
GC 34090
GC 34090
GC 34090
GC 12946
GC 34090
5 15
5 5
2 2
2 2
4 2
15 15
5 5
(Period measured from the end
of employment)
2 2
2 4
2 2
Police -
Administration
Division
Equipment: phones; weapons (Manuals,
instructions, procedures)
GC 34090 2 End of use + 2 years
Police -
Administration
Division
Finance
Records of department purchases
Petty cash records
GC 34090 2 2
Police -
Administration
Division
Gasoline Tank & Dispenser Correspondence &
other materials
GC 34090 2 2
Police -
Administration
Division
General Correspondence, including:
response letters to public inquiries
to and from material and supply vendors (if matter
is closed)
GC 34090 2 2
9.3.c
Packet Pg. 81
20 Police -
Administration
Division
General Orders, Division Orders or Department
Directives
GC 34090 2 2 years after superseded or
expired
Police -
Administration
Division
General Subject Files not otherwise covered GC 34090 2 2 Police -
Administration
Division
Police Facility
Documents regarding operation of Police Facility &
facility support equipment
GC 34090 2 2
Police -
Administration
Division
Reserve Officers
Personnel records
Activity logs
GC 34090 2
2 (retention period measured
from time service ends)
2 Police -
Administration
Division
State Commission on Peace Officer Standards &
Training (POST) Correspondence
GC 34090 2 2
Police -
Administration
Division
Training
Lesson plans & associated materials for in-house
training classes
GC 34090 2 2
Police -
Administration
Division
Vehicles in use GC 34090 2 2 years after final use
Police -
Administration
Division
Volunteer files GC 34090 2
2 (retention period measured
from time service ends)
Police -
Investigations
Division
Case assignment logs GC 34090 2 2
Police -
Investigations
Division
Case files
The destruction of a case files is not permitted if it
relates to or involves any of the following:
a. an unadjudicated arrest, except for H&S 11357
or H&S 11360 violations;
GC 34090 2 2
9.3.c
Packet Pg. 82
21 b. an unserved warrants;
c. identifiable items which have not been
recovered;
d. PC 290, PC 457.1 or H&S 11590 regulations;
e. a violations listed in PC sections 799 and 800;
f. a case which is presently involved in either civil
or criminal litigation.
Police -
Investigations
Division
Concealed weapons applications & permits (PC
12050, 12053).
GC 34090 2 2 (Retention period measured
from the date of denial,
expiration or revocation of
permit)
Police -
Investigations
Division
Daily Bulletin/Schedules of officers on duty GC 34090 2 2 Police -
Investigations
Division
Federal Firearms Licensing applications &
investigations
GC 34090 2 2
Police -
Investigations
Division
Fingerprints
Latent fingerprint "lifts" from crime scenes,
excluding homicide investigations, "ten print"
fingerprint cards & "palm print" cards, which are no
longer necessary for investigative purposes
GC 34090 2 2
Police -
Investigations
Division
National Crime Information Center (NCIC) entry
validation lists
GC 34090 2 2
Police -
Investigations
Division
Permit and license applications
All, including: masseuse permits, alarm
systems/false alarms (by address)
GC 34090 2 2
Police -
Investigations
Division
Pawn slips (B&P 21628) GC 34090 2 2
Police -
Investigations
Division
Photographs
Booking (whether stored electronically or as a
tangible photograph) which are no longer necessary
for investigative purposes
GC 34090 2 2
9.3.c
Packet Pg. 83
22 Police -
Investigations
Division
Ride-along applications GC 34090 2 2
Police -
Investigations
Division
Undercover/Buy fund financial disbursements
records
GC 34090 2 2
Police -
Investigations
Division
Copies need not be kept when the original is kept
elsewhere, including documents from other criminal
justice agencies:
Statistical (UCR), Uniform Crime Reports
Mandatory to DOJ (LEIC): FBI include Return
A/Supplement: Supplementary Homicide Report;
Law Enforcement Officers Killed or Assaulted;
Monthly Return of Arson Offenses Known to Law
Enforcement; Number of Violent Crimes Committed
Against Senior Citizens; Monthly Report of
Domestic Violence Related Calls for Assistance;
Monthly Arrest and Citation Register; Monthly Hate
Crimes Incidents; Death in Custody Reporting.
Dealer Reports of Gun Sales sent to DOJ (PC
12070).
Child Protective Services (CPS) Reports (PC
11166, 11169).
Notices from ABC.
Police - Patrol
Division/Traffic
Permit Records (i.e. tow trucks) GC 34090 2 2 from expiration Police - Patrol
Division/Traffic
Personnel Scheduling; intra-department memos GC 34090 2 2 Police - Patrol
Division/Traffic
Radar calibration, during period of use GC 34090 2 2
Police - Patrol
Division/Traffic
Special Events Records GC 34090 2 2 after event
Police - Patrol
Division/Traffic
Reserve Officer Activity Logs GC 34090 2 2
Police - Patrol
Division/Traffic
Temporary Holding Facility (THF)
Correspondence & other materials regarding
operation, inspections & management
GC 34090 2 2
9.3.c
Packet Pg. 84
23 Police - Patrol
Division/Traffic
Tow Company List GC 34090 2 2
Police - Patrol
Division/Traffic
Traffic Speed Surveys & Studies (VC 40803(c)) GC 34090 2 2 from expiration Police - Patrol
Division/Traffic
Vehicles in use GC 34090 2 2 after use ends
Police - Patrol
Division/Traffic
Weapons Inventory GC 34090 2 2
Police - Support
Services
Division
Arrest logs (adult and juvenile) GC 34090 2 2
p
Police - Support
Services
Division
Arrest/conviction for H&S '11357 (b)(c)(d)(e) or
H&S '11360(b) after 1/1/96 (marijuana), including
citations for the above violations.
H&S 11361.5 2 years
Exception:
juvenile -
retain until
age 18
2 years
Exception: juvenile - retain until
age 18
Police - Support
Services
Division
Bicycles (licenses & citations) GC 34090 2 2
Police - Support
Services
Division
Case files, investigations or police reports with an
assigned case number (whether on paper or in
electronic form), except for homicide, kidnapping or
embezzlement of public funds.
Homicide, kidnapping or embezzlement of public
funds files (PC 799)
(See PC 799-804 re: time of commencement of
criminal actions)
GC 34090 2 2
p
9.3.c
Packet Pg. 85
24 Police - Support
Services
Division
Cash Accounting
Dispatcher's Book
GC 34090 2 2
Police - Support
Services
Division
Computer Equipment & Software
Software Licenses no longer being used
Records of hardware removed from inventory
GC 34090 2 2
Police - Support
Services
Division
Field interrogation cards & Records or Contacts
with persons not listed in City files as having been
arrested
GC 34090 2 2
Police - Support
Services
Division
Mobile Data Terminal messages (paper or
electronic
GC 34090 2 2
Police - Support
Services
Division
Property Sent to Auction Records GC 34090 2 2
Police - Support
Services
Division
Records sealed or destroyed
Adult: mandatory sealing or destruction pursuant to
court order.
Juvenile: mandatory sealing or destruction pursuant
to court order.
PC 851.8
WIC 826(a)(b) and 781(a)
Per court order
Police - Support
Services
Division
Registration files: arson (PC '457.1), sex (PC'290),
narcotics (H&S'11590). (Forwarded to DOJ.
Retain fingerprints, photo and information.)
GC 34090 2 Life of registrant within PH + 2
years
Police - Support
Services
Division
Stolen or Recovered Property Records GC 34090 2 2
p
Police - Support
Services
Division
Subpoena logs (court schedule) GC 34090 2 2
9.3.c
Packet Pg. 86
25 p
Police - Support
Services
Division
Summary Report on Statistical Activity created by
the Department
GC 34090 2 2
p
Police - Support
Services
Division
Towing
Rotation list & logs
Repossession & private property towing lists & logs
GC 34090 2 2
p
Police - Support
Services
Division
Traffic Citations (whether infraction or
misdemeanor) & Parking Citations, including officer
notes
GC 34090 2 2
p
Police - Support
Services
Division
Vehicles
Abandoned auto tags
Repossession/impounds
GC 34090 2
2 p
9.3.c
Packet Pg. 87
City of Pleasant Hill Records Retention Policy and Schedule (20223) (2006) i
CITY OF PLEASANT HILL
RECORDS RETENTION POLICY
and
DEPARTMENT RECORDS RETENTION SCHEDULES
Policy Adopted by the Pleasant Hill City Council September 17, 2022 by Resolution No. 75- 01 Consolidated Records Retention Policy and Records Retention Schedule Adopted July 18, 2005 by Resolution No. 47-05
Amended September 2006 by Resolution No. 53-06 (City Manager and City Clerk Schedule) Amended February 2008 by Resolution No. 02-08 (Engineering Schedule) Amended __________, 2024 by Resolution No. __-24
9.3.d
Packet Pg. 88
City of Pleasant Hill Records Retention Policy and Schedule (2006224) ii
Records Retention Policy and Schedules
Table of Contents
Page Number
Part 1 Records Retention Policy 2
with attached forms for:
Records Transfer Notice 6
Records Destruction Certificate 7
Part 2 Records Retention Schedules 8
Abbreviations 9
City Manager 10
City Attorney 11
City Clerk 13
City Treasurer 15
Finance Departmentivision 16
Human Resources DepartmentDivision 20
Police Department 23
Investigations Division 23
Administration Division 25
Patrol Division/Traffic 27
Support Services Division 28
Public Works/Community Development Department 30
Building Division 30
Code Enforcement 31
Engineering & Maintenance Divisions
32 Planning Division 34
Commented [DH1]: To be updated once changes
confirmed
9.3.d
Packet Pg. 89
City of Pleasant Hill Records Retention Policy and Schedule (2006224) iii Maintenance Division
9.3.d
Packet Pg. 90
City of Pleasant Hill Records Retention Policy and Schedule (20223) (2006) 1
Part 1
RECORDS RETENTION POLICY
(Previously adopted in 2001 by City Council Resolution No. 75-01)
9.3.d
Packet Pg. 91
City of Pleasant Hill Records Retention Policy and Schedule (2006224) 2
1. PURPOSE OF THE RECORDS RETENTION POLICY.
A written policy for a records retention program provides guidelines to ensure that an agency’s records of the City of Pleasant Hill are maintained in a manner that makes them easily accessible and that records are retained in accordance with federal and state laws, contractual requirements, and regular business practices. The City of Pleasant Hill Records Retention Policy and Schedule (RRPS) also serves as a guideline for each City department in to developing maintainigmaintaining its own Rrecords Retention Schedule, which will ensure permanent availability of vital information, as well as consistent and regular disposal of non-vital records after appropriate lengths of time.
The City’s Records Retention Policy was (History: Policy originally adopted on September 17, 2001 by, City Council Resolution No. 75-01. A Policy consolidated Records Retention Policy and Records Retention Schedule was adopted by City Council Resolution No. 47-05 on July 18, 2005, and the City Manager and City Clerk schedules were amended in September 2006 by Resolution No. 53-06. The Engineering schedule was amended in February 2008 by Resolution No. 02-08.)
2. RECORDS RETENTION PROGRAM.
This Policy together with any Records Retention Schedules adopted for specific City departmentsdocument make upis the policy part of the City’s Records Retention Program. The Records Retention Program provides the following benefits in the economy and efficiency of the City operation:
• Provides certainty that no record is destroyed prematurely and that valuable and legally required records are retained in compliance with legal retention requirements and with standard organizational practices for the retention and destruction of records. • Enables authorized employees to destroy records no longer of value. • Provides faster and more efficient retrieval of files as a result of the elimination of obsolete records.
• Improves productivity through faster access to information. • Cuts costs of filing equipment and office and storage space with the implementation of electronic document storage and elimination of obsolete original records and duplicate records.
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City of Pleasant Hill Records Retention Policy and Schedule (2006224) 3
3. RECORDS RETENTION SCHEDULES.
Under the direction of the department director or division headmanager, Eeach department may should periodically prepare review its own section of the Records Retention Schedule, to be approved by the department director reviewedupdate it in coordination with the City Clerk (Records Manager) and approved by the City Attorney and City Manager prior to being submitted as part of theas part of a revised Citywide Records Retention Policy and Schedule for adoption , and thenand submit it to by the City Council for review and approval. All records shall be maintained at least as long as the legal requirements for particular types of records, and may be kept longer at the discretion of the department.
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City of Pleasant Hill Records Retention Policy and Schedule (2006224) 4
4. ACTIVE AND INACTIVE RECORDS; DESTRUCTION OF RECORDS.
Active records are retained within each department to ensure they are readily accessible.
Periodically, and at least annually, records within a department are shall be reviewed to determine which are no longer active. The iInactive records that are obsolete, have reached their adopted retention date, and are no longer required to be kept under the Records Retention Schedule for the department mayshould be submitted forvia a Records Destruction Certificate to the City Attorney for approval to destroyeddestructionoy the records. All other inactive records should be sent to the Records Retention Center, boxed in numbered standard banker’=s boxes assigned by the City Clerk, labeled, and organized filedwhenever possible according to the eventual destruction date. A ARecord Transfer Notice@ is should be sent to the Records CoordinatorCity Clerk along with each box sent for storage. A copy is attached as Attachment A.
The City Records CoordinatorClerk maintains the master index lists for each department and division and administers retrieval and replacement of boxes of records in storage.
Before a record is destroyed, a list of the record, filename or contents of boxes isshould be prepared by the department’s designated Records Coordinator (for boxes in storage) or by an authorized person from the department. The list of records to be destroyed should be shown on the ARecords Destruction Certificatione@, a sample of which is attached as Attachment B to this Policy. (The Records Destruction Certificate may include only a list or outline, with the Records Transfer Notice(s) attached.) An authorized person from tThe department’s designated Records Coordinator shall should verify that what is scheduled for destruction is consistent with the Records Retention Schedule. The list is should be sent to the department head and then to the City Attorney, for their written approval of the destruction. AThe original copy of the Records Destruction Certificatione should be sentshould be submitted to the City Records Coordinator if the Certification was prepared by the departmentand the department files a copy.
The City Records Coordinator shall keepmaintains a listog of all destroyed documents or files removed from the Records Retention Program (records that were sent to the Records Center or entered into the electronic document repository), with the names of the final reviewer(s), the person destroying them, and the date destroyed. The Records Coordinator will periodically send updated copies of the destroyed document listog to the affected department.will be made available to anyone wishing to review it. The City Records Coordinator also maintains a file of all Records Destruction Certificates for destroyed documents that were not sent the Records Center, but were maintained within the department.
5. NOT APPLICABLE TO DUPLICATES OR NON-RECORDS.
This RRPS etention Policy applies to original records. It does not apply to duplicate copies or to non-records, as defined here. Duplicate copies and non-records may be destroyed at any time
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City of Pleasant Hill Records Retention Policy and Schedule (2006224) 5 and should be destroyed when original records are destroyed.
Duplicate copy; Reproduction. A record may be considered a duplicate copy only if the original is filed elsewhere in the City government. Examples includes documents kept in departments where the original is retained by the City Clerk's Office (i.e. Council meeting agendas and minutes), or the City's Human Resources or Finance DepartmentsDivisions (i.e. payroll or accounts payable records), or duplicates within a department when the original is clearly kept elsewhere in the department.
Any record may be destroyed if it is reproduced or microphotographed strictly in accordance with Government Code section 34090.5.
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City of Pleasant Hill Records Retention Policy and Schedule (2006224) 6 Non-records. The following are considered non-records and need not be kept or filed:
Blank forms
Drafts, after final copy is completed
Envelopes
Extra copies
Form letters
“FYI” items
Greeting cards
Job announcements
Magazines
Materials for outside clubs or organizations
Newsletters (except The Outlook)
Newspaper clippingsNotices of meetings, retirements, holidays, etc.
Personal files
Post-it notes
Sales, catalogs, brochures, technical manuals, pamphlets, books Shorthand notes
Professional publications
Technical reference files
Transmittal and acknowledgment memos and letters
Hard copy and email Wworking papers and notes
6. FILING GUIDELINES.
The goal is to achieve the most efficient use of space while providing the easiest retrieval at the lowest cost. There are many filing practices that can help the filing function be performed more efficiently and effectively.
$• Be sure all documents are dated before filing.
$• Use cross-reference sheets rather than filing multiple copies in multiple places. $• Note the file folder code in the upper right corner of the record to be filed. $• If a letter is sent to several people, file one copy with a distribution list rather than multiple copies of the same letter.
$• File records chronologically within the folder, with the most current date on the top. $• Do n'ot file multiple copies of documents.
$• Do not file original documents in working files or working notes in official files. • Documents marked "“confidential"” should be segregated from non-confidential material.
$• Do not mix records with different dispositions in one box (i.e. records with permanent retention should not be included in the same box as records with a five9.3.d Packet Pg. 96
City of Pleasant Hill Records Retention Policy and Schedule (2006224) 7 year retention).
7. COMPUTER RECORDS.
Materials stored in PC computer hard drives and on discs other electronic devices are also considered records. The same principles of identification, confidentiality and disposition followed for paper records should be practiced for electronic records.
8. WORKING PAPERS.
Working papers and files may be kept by individuals within a department. They should consist only of non-record material. Often they are incomplete because related files are in official department files. Often the creator of these is the only person who knows how the material is arranged, where it is filed, and what it means. These materials can lead to legal problems if they surface during the discovery phase of litigation. It is strongly recommended that these files be purged upon completion of a project. Any official records that may have been accidentally placed in a working file should immediately be moved to the proper file in the department'’s official files.
9. PUBLIC RECORDS ACT.
The California Public Records Act (Government Code section 6254 and following) provides generally that any record containing information relating to the conduct of the public’s=s business prepared, owned, used or retained by the City is a public record. Such records must be available to the public for inspection and copying, unless a particular type of record is listed as exempt under the Act. Public records include any writing, map or other document, including those kept electronically. The most common exemptions (which need not be disclosed to the public) include:
$• Ppreliminary drafts, notes or interagency memoranda that are not retained by the City in the ordinary course of business;
$• rRecords pertaining to pending litigation;
$• pPersonnel, medical or similar files, the disclosure of which would constitute an unwarranted invasion of personal privacy;
$• rRecords of complaints to, or investigations conducted by, or records of intelligence information or security procedures of the police department, or any investigatory files compiled by the city for correctional, law enforcement or licensing purposes (with some exceptions);
$• eEmployment examinations;
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City of Pleasant Hill Records Retention Policy and Schedule (2006224) 8 $• rReal estate appraisals or engineering or feasibility estimates and evaluations made relative to the acquisition of property or to prospective public contracts; $• iInformation required from taxpayers in connection with the collection of local taxes that is received in confidence;
$• rRecords protected by other state or federal laws.
Questions regarding disclosure of public records should be directed to the City Attorney=s office.
Attachments:
A Records Transfer Notice
B Records Destruction Certificate
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City of Pleasant Hill Records Retention Policy and Schedule (20223) (2006) 8
Part 2
RECORDS RETENTION SCHEDULES
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City of Pleasant Hill Records Retention Policy and Schedule (2024) i
CITY OF PLEASANT HILL
RECORDS RETENTION POLICY
and
SCHEDULE
Policy Adopted by the Pleasant Hill City Council September 17, 2022 by Resolution No. 75- 01 Consolidated Records Retention Policy and Records Retention Schedule Adopted July 18, 2005 by Resolution No. 47-05
Amended September 2006 by Resolution No. 53-06 (City Manager and City Clerk Schedule) Amended February 2008 by Resolution No. 02-08 (Engineering Schedule) Amended __________, 2024 by Resolution No. __-24
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City of Pleasant Hill Records Retention Policy and Schedule (2024) ii
Records Retention Policy and Schedule
Table of Contents
Page Number
Part 1 Records Retention Policy 1
Part 2 Records Retention Schedule 8
Abbreviations 9
City Wide 10
Building Division 11
City Attorney 12
City Clerk 13
City Manager 15
Code Enforcement 15
Engineering Division 16
Finance Division 17
Human Resources Division 22
Maintenance Division 25
Planning Division 26
Police Department 28
Administration Division 28
Investigations Division 30
Patrol Division/Traffic 32
Support Services Division 33
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 8
Part 1
RECORDS RETENTION POLICY
9.3.e
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 9
1. PURPOSE OF THE RECORDS RETENTION POLICY
A written policy for a records retention program provides guidelines to ensure that an agency’s records are maintained in a manner that makes them easily accessible so that records are retained in accordance with federal and state laws, contractual requirements, and regular business practices. The City of Pleasant Hill Records Retention Policy and Schedule (RRPS) serves as a guideline for each City department to maintain its own records, which will ensure permanent availability of vital information, as well as consistent and regular disposal of non-vital records after appropriate lengths of time.
The City’s Records Retention Policy was originally adopted on September 17, 2001 by City Council Resolution No. 75-01. A consolidated Records Retention Policy and Records Retention Schedule was adopted by City Council Resolution No. 47-05 on July 18, 2005, and the City Manager and City Clerk schedules were amended on September 11, 2006 by Resolution No. 53-06. The Engineering schedule was amended on January 14, 2008 by Resolution No. 02-08.
2. RECORDS RETENTION PROGRAM
This document is the policy part of the City’s Records Retention Program. The Records Retention Program provides the following benefits in the economy and efficiency of the City operation:
• Provides certainty that no record is destroyed prematurely and that valuable and legally required records are retained in compliance with legal retention requirements and with standard organizational practices for the retention and destruction of records.
• Enables authorized employees to destroy records no longer of value. • Provides faster and more efficient retrieval of files as a result of the elimination of obsolete records. • Improves productivity through faster access to information. • Cuts costs of filing equipment and office and storage space with the implementation of electronic document storage and elimination of obsolete original records and duplicate records.
3. RECORDS RETENTION SCHEDULE
Under the direction of the department director or division manager, each department should periodically review its own section of the Records Retention Schedule to update it in coordination with the City Clerk (Records Manager) and City Attorney and submit it to the City Council for review and approval. All records shall be maintained at least as long as the legal requirements for particular types of records.
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 10
4. ACTIVE AND INACTIVE RECORDS; DESTRUCTION OF RECORDS
Active records are retained within each department to ensure they are readily accessible. Periodically, and at least annually, records within a department shall be reviewed to determine which are no longer active. Inactive records that are obsolete, have reached their adopted retention date, and are no longer required to be kept under the Records Retention Schedule should be submitted via a Records Destruction Certificate to the City Attorney for approval to destroy the records. All other inactive records should be sent to the Records Center, boxed in numbered standard banker’s boxes assigned by the City Clerk, and filed. A Record Transfer Notice should be sent to the City Clerk along with each box sent for storage.
The City Clerk maintains the master index lists for each department and division and administers retrieval and replacement of boxes of records in storage.
Before a record is destroyed, a list of the record, filename, or contents of boxes should be prepared by the department’s designated Records Coordinator (for boxes in storage). The list of records to be destroyed should be shown on the Records Destruction Certificate. The Records Destruction Certificate may include only a list or outline, with the Records Transfer Notice(s). The department’s designated Records Coordinator should verify that what is scheduled for destruction is consistent with the Records Retention Schedule. The list should be sent to the department head and then to the City Attorney, for their written approval of the destruction. The original Records Destruction Certificate should be submitted to the City Records Coordinator and the department files a copy.
The City Records Coordinator maintains a log of all destroyed documents or files removed from the Records Retention Program (records that were sent to the Records Center or entered into the electronic document repository). The destroyed document log will be made available to anyone wishing to review it. The City Records Coordinator also maintains a file of all Records Destruction Certificates for destroyed documents that were not sent the Records Center, but were maintained within the department.
5. NOT APPLICABLE TO DUPLICATES OR NON-RECORDS
This RRPS applies to original records. It does not apply to duplicate copies or to non-records, as defined here.
Duplicate copies and non-records may be destroyed at any time and should be destroyed when original records are destroyed.
Duplicate copy; Reproduction. A record may be considered a duplicate copy only if the original is filed elsewhere in the City government. Examples include documents kept in departments where the original is retained by the City Clerk's Office (i.e. Council meeting agendas and minutes), or the City's Human Resources or Finance Divisions (i.e. payroll or accounts payable records), or duplicates within a department when the original is clearly kept elsewhere in the department.
Any record may be destroyed if it is reproduced or microphotographed strictly in accordance with Government Code section 34090.5.
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 11 Non-records. The following are considered non-records and need not be kept or filed:
Blank forms
Drafts, after final copy is completed
Envelopes
Extra copies
Form letters
“FYI” items
Greeting cards
Job announcements
Magazines
Materials for outside clubs or organizations
Newsletters (except The Outlook)
Newspaper clippingsNotices of meetings, retirements, holidays, etc.
Personal files
Post-it notes
Sales, catalogs, brochures, technical manuals, pamphlets, books Shorthand notes
Professional publications
Technical reference files
Transmittal and acknowledgment memos and letters
Hard copy and email working papers and notes
6. FILING GUIDELINES
The goal is to achieve the most efficient use of space while providing the easiest retrieval at the lowest cost.
There are many filing practices that can help the filing function be performed more efficiently and effectively. • Be sure all documents are dated before filing.
• Use cross-reference sheets rather than filing multiple copies in multiple places. • Note the file folder code in the upper right corner of the record to be filed. • If a letter is sent to several people, file one copy with a distribution list rather than multiple copies of the same letter.
• File records chronologically within the folder, with the most current date on the top. • Do not file multiple copies of documents.
• Do not file original documents in working files or working notes in official files. • Documents marked “confidential” should be segregated from non-confidential material. • Do not mix records with different dispositions in one box (i.e. records with permanent retention should not be included in the same box as records with a five-year retention).
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 12
7. COMPUTER RECORDS.
Materials stored in computer hard drives and on other electronic devices are also considered records. The same principles of identification, confidentiality and disposition followed for paper records should be practiced for electronic records.
8. WORKING PAPERS.
Working papers and files may be kept by individuals within a department. They should consist only of non-record material. Often, they are incomplete because related files are in official department files. Often the creator of these is the only person who knows how the material is arranged, where it is filed, and what it means. These materials can lead to legal problems if they surface during the discovery phase of litigation.
It is strongly recommended that these files be purged upon completion of a project. Any official records that may have been accidentally placed in a working file should immediately be moved to the proper file in the department’s official files.
9. PUBLIC RECORDS ACT.
The California Public Records Act (Government Code section 6254 and following) provides generally that any record containing information relating to the conduct of the public’s business prepared, owned, used or retained by the City is a public record. Such records must be available to the public for inspection and copying, unless a particular type of record is listed as exempt under the Act. Public records include any writing, map or other document, including those kept electronically. The most common exemptions (which need not be disclosed to the public) include:
• Preliminary drafts, notes or interagency memoranda that are not retained by the City in the ordinary course of business;
• Records pertaining to pending litigation;
• Personnel, medical or similar files, the disclosure of which would constitute an unwarranted invasion of personal privacy;
• Records of complaints to, or investigations conducted by, or records of intelligence information or security procedures of the police department, or any investigatory files compiled by the city for correctional, law enforcement or licensing purposes (with some exceptions); • Employment examinations;
• Real estate appraisals or engineering or feasibility estimates and evaluations made relative to the acquisition of property or to prospective public contracts; • Information required from taxpayers in connection with the collection of local taxes that is received in confidence;
• Records protected by other state or federal laws.
Questions regarding disclosure of public records should be directed to the City Attorney
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City of Pleasant Hill Records Retention Policy and Schedule (2024) i
CITY OF PLEASANT HILL
RECORDS RETENTION POLICY
and
SCHEDULE
Policy Adopted by the Pleasant Hill City Council September 17, 2022 by Resolution No. 75- 01 Consolidated Records Retention Policy and Records Retention Schedule Adopted July 18, 2005 by Resolution No. 47-05
Amended September 2006 by Resolution No. 53-06 (City Manager and City Clerk Schedule) Amended February 2008 by Resolution No. 02-08 (Engineering Schedule) Amended __________, 2024 by Resolution No. __-24
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City of Pleasant Hill Records Retention Policy and Schedule (2024) ii
Records Retention Policy and Schedule
Table of Contents
Page Number
Part 1 Records Retention Policy 1
Part 2 Records Retention Schedule 8
Abbreviations 9
City Wide 10
Building Division 11
City Attorney 12
City Clerk 13
City Manager 15
Code Enforcement 15
Engineering Division 16
Finance Division 17
Human Resources Division 22
Maintenance Division 25
Planning Division 26
Police Department 28
Administration Division 28
Investigations Division 30
Patrol Division/Traffic 32
Support Services Division 33
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 1
Part 1
RECORDS RETENTION POLICY
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 2
1. PURPOSE OF THE RECORDS RETENTION POLICY
A written policy for a records retention program provides guidelines to ensure that an agency’s records are maintained in a manner that makes them easily accessible so that records are retained in accordance with federal and state laws, contractual requirements, and regular business practices. The City of Pleasant Hill Records Retention Policy and Schedule (RRPS) serves as a guideline for each City department to maintain its own records, which will ensure permanent availability of vital information, as well as consistent and regular disposal of non-vital records after appropriate lengths of time.
The City’s Records Retention Policy was originally adopted on September 17, 2001 by City Council Resolution No. 75-01. A consolidated Records Retention Policy and Records Retention Schedule was adopted by City Council Resolution No. 47-05 on July 18, 2005, and the City Manager and City Clerk schedules were amended on September 11, 2006 by Resolution No. 53-
06. The Engineering schedule was amended on January 14, 2008 by Resolution No. 02-08.
2. RECORDS RETENTION PROGRAM
This document is the policy part of the City’s Records Retention Program. The Records Retention Program provides the following benefits in the economy and efficiency of the City operation:
• Provides certainty that no record is destroyed prematurely and that valuable and legally required records are retained in compliance with legal retention requirements and with standard organizational practices for the retention and destruction of records. • Enables authorized employees to destroy records no longer of value. • Provides faster and more efficient retrieval of files as a result of the elimination of obsolete records.
• Improves productivity through faster access to information. • Cuts costs of filing equipment and office and storage space with the implementation of electronic document storage and elimination of obsolete original records and duplicate records.
3. RECORDS RETENTION SCHEDULE
Under the direction of the department director or division manager, each department should periodically review its own section of the Records Retention Schedule to update it in coordination with the City Clerk (Records Manager) and City Attorney and submit it to the City
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 3 Council for review and approval. All records shall be maintained at least as long as the legal requirements for particular types of records.
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 4
4. ACTIVE AND INACTIVE RECORDS; DESTRUCTION OF RECORDS
Active records are retained within each department to ensure they are readily accessible.
Periodically, and at least annually, records within a department shall be reviewed to determine which are no longer active. Inactive records that are obsolete, have reached their adopted retention date, and are no longer required to be kept under the Records Retention Schedule should be submitted via a Records Destruction Certificate to the City Attorney for approval to destroy the records. All other inactive records should be sent to the Records Center, boxed in numbered standard banker’s boxes assigned by the City Clerk, and filed. A Record Transfer Notice should be sent to the City Clerk along with each box sent for storage.
The City Clerk maintains the master index lists for each department and division and administers retrieval and replacement of boxes of records in storage.
Before a record is destroyed, a list of the record, filename, or contents of boxes should be prepared by the department’s designated Records Coordinator (for boxes in storage). The list of records to be destroyed should be shown on the Records Destruction Certificate. The Records Destruction Certificate may include only a list or outline, with the Records Transfer Notice(s).
The department’s designated Records Coordinator should verify that what is scheduled for destruction is consistent with the Records Retention Schedule. The list should be sent to the department head and then to the City Attorney, for their written approval of the destruction.
The original Records Destruction Certificate should be submitted to the City Records Coordinator and the department files a copy.
The City Records Coordinator maintains a log of all destroyed documents or files removed from the Records Retention Program (records that were sent to the Records Center or entered into the electronic document repository). The destroyed document log will be made available to anyone wishing to review it. The City Records Coordinator also maintains a file of all Records Destruction Certificates for destroyed documents that were not sent the Records Center, but were maintained within the department.
5. NOT APPLICABLE TO DUPLICATES OR NON-RECORDS
This RRPS applies to original records. It does not apply to duplicate copies or to non-records, as defined here. Duplicate copies and non-records may be destroyed at any time and should be destroyed when original records are destroyed.
Duplicate copy; Reproduction. A record may be considered a duplicate copy only if the original is filed elsewhere in the City government. Examples include documents kept in departments where the original is retained by the City Clerk's Office (i.e. Council meeting agendas and minutes), or the City's Human Resources or Finance Divisions (i.e. payroll or accounts payable records), or duplicates within a department when the original is clearly kept elsewhere in the
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 5 department.
Any record may be destroyed if it is reproduced or microphotographed strictly in accordance with Government Code section 34090.5.
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 6 Non-records. The following are considered non-records and need not be kept or filed:
Blank forms
Drafts, after final copy is completed
Envelopes
Extra copies
Form letters
“FYI” items
Greeting cards
Job announcements
Magazines
Materials for outside clubs or organizations
Newsletters (except The Outlook)
Newspaper clippingsNotices of meetings, retirements, holidays, etc.
Personal files
Post-it notes
Sales, catalogs, brochures, technical manuals, pamphlets, books Shorthand notes
Professional publications
Technical reference files
Transmittal and acknowledgment memos and letters
Hard copy and email working papers and notes
6. FILING GUIDELINES
The goal is to achieve the most efficient use of space while providing the easiest retrieval at the lowest cost. There are many filing practices that can help the filing function be performed more efficiently and effectively.
• Be sure all documents are dated before filing.
• Use cross-reference sheets rather than filing multiple copies in multiple places. • Note the file folder code in the upper right corner of the record to be filed. • If a letter is sent to several people, file one copy with a distribution list rather than multiple copies of the same letter.
• File records chronologically within the folder, with the most current date on the top. • Do not file multiple copies of documents.
• Do not file original documents in working files or working notes in official files. • Documents marked “confidential” should be segregated from non-confidential material.
• Do not mix records with different dispositions in one box (i.e. records with permanent retention should not be included in the same box as records with a fiveyear retention).
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 7
7. COMPUTER RECORDS.
Materials stored in computer hard drives and on other electronic devices are also considered records. The same principles of identification, confidentiality and disposition followed for paper records should be practiced for electronic records.
8. WORKING PAPERS.
Working papers and files may be kept by individuals within a department. They should consist only of non-record material. Often, they are incomplete because related files are in official department files. Often the creator of these is the only person who knows how the material is arranged, where it is filed, and what it means. These materials can lead to legal problems if they surface during the discovery phase of litigation. It is strongly recommended that these files be purged upon completion of a project. Any official records that may have been accidentally placed in a working file should immediately be moved to the proper file in the department’s official files.
9. PUBLIC RECORDS ACT.
The California Public Records Act (Government Code section 6254 and following) provides generally that any record containing information relating to the conduct of the public’s business prepared, owned, used or retained by the City is a public record. Such records must be available to the public for inspection and copying, unless a particular type of record is listed as exempt under the Act. Public records include any writing, map or other document, including those kept electronically. The most common exemptions (which need not be disclosed to the public) include:
• Preliminary drafts, notes or interagency memoranda that are not retained by the City in the ordinary course of business;
• Records pertaining to pending litigation;
• Personnel, medical or similar files, the disclosure of which would constitute an unwarranted invasion of personal privacy;
• Records of complaints to, or investigations conducted by, or records of intelligence information or security procedures of the police department, or any investigatory files compiled by the city for correctional, law enforcement or licensing purposes (with some exceptions);
• Employment examinations;
• Real estate appraisals or engineering or feasibility estimates and evaluations made relative to the acquisition of property or to prospective public contracts; • Information required from taxpayers in connection with the collection of local taxes
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 8 that is received in confidence;
• Records protected by other state or federal laws.
Questions regarding disclosure of public records should be directed to the City Attorney.
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 8
Part 2
RECORDS RETENTION SCHEDULE
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 9 Abbreviations used throughout the Records Retention Schedules All time periods are in years unless stated otherwise.
General
C Completion
CL Closed
CY Current Year
E Election
MPA Municipal Pooling Authority
P Permanent
S Until superseded
S/L Statute of Limitations (See CCP 337, 337.15)
T Termination
Term Term of office
California State Codes and Regulations
B&P Business and Professions Code
CCP Code of Civil Procedure
EC Election Code
EvC Evidence Code
GC Government Code
H&S Health and Safety Code
LC Labor Code
PC Penal Code
VC Vehicle Code
WIC Welfare and Institutions Code
CCR California Code of Regulations
Federal Codes and Regulations
USC United States Code
CFR Code of Federal Regulations
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 10
RECORDS RETENTION SCHEDULE
CITY WIDE
City
Wide
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Accounting Files/Invoices/ Payroll Reports
(Originals in Finance; excludes Capital
Improvement Projects)
GC 34090(d) 2 Electronic only CY + 2
2 Agendas and Agenda Packets of Advisory Bodies:
Boards, Commissions, Committees &
Subcommittees (excludes City Council, Planning
Commission, Architectural Review Commission,
and Zoning Administrator)
GC 34090(d) 2 CY + 2
3 Agendas and Agenda Packets of Legislative &
Quasi-Judicial Bodies: Boards, Commissions,
Committees & Subcommittees (includes City
Council, Planning Commission, Architectural
Review Commission & Zoning Administrator)
GC 34090(d) 2 P
4 Budget Files (originals kept in Finance) GC 34090(d) 2 2 5 Chronological Files GC 34090(d) 2 CY + 2
6 Consultant/Vendor Files/Agreements & Contracts
(not for construction files)
GC 34090(d) 2 T + 2
7 Correspondence (General; refer to
departments/divisions for special &
department/division-specific correspondence)
GC 34090(d) 2 2
8 Insurance Certificates & Endorsements
(excludes Capital Improvement Projects)
GC 34090(d) 2 T + 2
9 Meeting Recordings (Audio & Video) of Advisory
Bodies: Boards, Commissions, Committees &
Subcommittees (excludes City Council, Planning
Commission, Architectural Review Commission,
and Zoning Administrator)
GC 54953.5(b)
GC 34090.7
City Council Res.
No. 106-81 & 37-92
30 days
90 days (if
minutes
exist)
5 years
S or until minutes of the
meeting are adopted by the
body
10 Meeting Recordings (Audio & Video) of Legislative
& Quasi-Judicial Bodies: Boards, Commissions,
Committees & Subcommittees (includes City
Council, Planning Commission, Architectural
Review Commission & Zoning Administrator)
GC54953.5(b)
GC 34090.7
City Council Res.
No. 106-81 & 37-92
30 days
90 days (if
minutes
exist)
5 years
P
11 Minutes of Legislative & Advisory Bodies (All City
Council, City Boards, Commissions, Committees &
Subcommittees)
GC 34090(e) P P
12 Policies & Procedures GC 34090(d) 2 S
9.3.f
Packet Pg. 119
City of Pleasant Hill Records Retention Policy and Schedule (2024) 11
RECORDS RETENTION SCHEDULE
BUILDING
If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years) and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
Building Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Building construction, Plans & specifications
GC 34090(e)
HS 19850
2 Life of Bldg
–
Commercial
5 years – Residential
After April 4, 2023, Electronic
Records (Through EPL) will move to
“Life of the Building”
Life of Building - Commercial
2 Building Permits Reports
GC 34090(a)
HS 19850
P
P
3 Certificates of Occupancy
GC 34090(d)
HS 19850
Life of
Building
Life of Building
4 Code Books California Electrical Code,
Building, Fire, Mechanical, Plumbing &
Supplements)
P P
Starting from the 2010 Code
Cycle All Codes are available
online through ICC Digital Codes
Premium
5 Contractor files (professional services
agreements, payments & correspondence)
GC 34090(d) 2 Inactive + 2
6 Professional Associations/Community
Organizations newsletters
GC 34090(d) 2 CY + 5
7 Progress reports to City Council (original files
kept in City Manager’s office)
GC 34090(d) 2 CY + 2
8 Soils Report, foundation plan GC 34090(d)
HS 19850
2 Life of Building
9 Structural Calculations GC 34090(d)
HS 19850
2 Life of Building
9.3.f
Packet Pg. 120
City of Pleasant Hill Records Retention Policy and Schedule (2024) 12
RECORDS RETENTION SCHEDULE
CITY ATTORNEY
RECORDS RETENTION SCHEDULE
CITY CLERK
City
Attorney
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Administrative Files
Correspondence
Outside Counsel Contracts
Department Budget (Original in Finance)
League of CA Cities materials
Professional Associations
Purchase Orders/Invoices
Emergency Procedures Manual
GC 34090(d) 2
CY + 5
CY + 4
CY + 2
CY + 2
CY + 2
CY
P
2 City Attorney Work Product (References;
Project files) (Not public records. EvC §954)
GC 34090(d) 2 CY + 2
3 Claims
Claim files (Original files at MPA)
MPA Materials
GC 34090(d) 2
CY +5
CY + 10
9.3.f
Packet Pg. 121
City of Pleasant Hill Records Retention Policy and Schedule (2024) 13
City
Clerk
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Agendas and Agenda Packets: City Council
(electronic only as of 2020; see Agendas and
Agenda Packets of Legislative & Quasi-Judicial
Bodies)
GC 34090(d) 2 P
2 Assessment District Files (electronic only as of
2022)
GC34090(a) P P
3 Deeds & Promissory Notes GC34090 (a)
24 CFR 570.502
2 3
P
4 Elections
Certificates of Election
Nomination papers:
Elected officials
Unsuccessful candidates
Notifications and Publications (Proof of
publications/postings, certifications & copies of
newspaper notices)
Procedures and correspondence, candidate
packets, workshops, & briefings
GC 34090 (e)
EC 17100
GC 81009(b)
GC 34090(d)
GC 34090(d)
7 T + 4
E + 2
E + 2
2 7
Term + 4
E + 2
E + 2
2 5 Ethics (AB 1234) Training
Certificates Notices GC 53235.2 (b)
GC34090(d)
CY + 5
2 CY + 5
2 9.3.f
Packet Pg. 122
City of Pleasant Hill Records Retention Policy and Schedule (2024) 14
City
Clerk
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
6 FPPC Correspondence/Manuals GC 34090(d) CY + 2 CY +4
7 FPPC-Required Documents and Forms
Campaign Statements:
Committees
Elected officials
Unsuccessful candidates
Statements of Economic Interests
Statements of Economic Interests Log
GC 81009(c)
GC 81009(c)
GC 81009(b)
GC 81009(e)
GC 34090(d)
7 7
5 7
2 T + 7
5 T + 7; 7 if not elected
P
8 Lobbyist Statements (required under GC 86110) 2 CCR 18615(f) 5 years from the
date of the
filer's final
report for
the
calendar
year for
which the
activities
were
reported
5 years from the date of the
filer's final report for the
calendar year for which the
activities were reported
9 Ordinances of the City Council & the Municipal
Code
GC 34090(e) P P
10 Petitions: Initiative, referendum & recall
*Not a public record; petitions found to be
insufficient are open only to proponents & their
representatives (GC 6253.5)
EC 17200 8 months
after
certification
of election
results or, if
measure is
not
submitted
to the
voters, 8
months
after final
examinatio
n of petition
by the
elections
official
8 months after certification
of election results or City
Clerk's final examination of
the petition
11 Public Records Requests & Responses GC34090(d) 2 CY +2 12 Records Retention Program
Records Destruction Forms
Records Retention Schedules
GC34090(d) 2
P
S
13 Resolutions of the City Council GC 34090(e) P P
9.3.f
Packet Pg. 123
City of Pleasant Hill Records Retention Policy and Schedule (2024) 15
RECORDS RETENTION SCHEDULE
CITY MANAGER
RECORDS RETENTION SCHEDULE
CODE ENFORCEMENT
City Manager Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
City Manager Americans with Disabilities Act
Transition Plan
Grievances and Related Correspondence
(unless involved in a lawsuit)
28 CFR 35.150 (d)
GC 34090(d)
S
2 S
2 City Manager Bi-Weekly Update GC 34090(d) 2 CY + 5
City Manager Certificates of Appreciation/Recognition & Proclamations
GC 34090(d) 2 CY + 5
City Manager Committee and Commission Recruitments
Applications – Appointees
Applications – Rejected Candidates
Interview Packets/Notices/Staff reports/
Appointment letters
GC34090(d) 2
Term + 2
2 2
City Manager Outlook Newsletter GC 34090(d) 2 10
City Manager Press Releases GC 34090(d) 2 CY + 5
City Manager Special Projects Files GC 34090(d) 2 T + 2 City Manager Reference Materials: brochures, manuals,
policies, procedures and reports produced
by the Department
Statewide guidelines
propose when
superseded + 2 or 5
years; GC 34090(d)
2 S + 2
City Manager Senior Van Service
Volunteer Files
Dispatcher and Drive Calendars
Passenger Schedules
Senior Van Inspection and Maintenance
Logs
Passenger Applications
GC 34090 (d) 2
T + 2
2 2
CL + 3
Code
Enforcement
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Case Files by Type/Year GC 34090(d) 2 5
2 Contractor files (professional services
agreements/payments/correspondence)
GC 34090(d) 2 2
3 Liens & Releases Recorded GC 34090(d) 2 2
4 Procedures GC 34090(d) 2 2
5 Reports GC 34090(d) 2 2
9.3.f
Packet Pg. 124
City of Pleasant Hill Records Retention Policy and Schedule (2024) 16
RECORDS RETENTION SCHEDULE
ENGINEERING
9.3.f
Packet Pg. 125
City of Pleasant Hill Records Retention Policy and Schedule (2024) 17
RECORDS RETENTION SCHEDULE
FINANCE
Engineering Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Accounting Files/Invoices/ Payroll Reports
for Capital Improvement Projects
(Originals in Finance)
GC 34090(d) 2 5
2 Acquisitions GC 34090(a) P P
3 Aerial Photographs GC34090(d) 2 2
4 Agreements with Other Public Agencies GC34090(d) 2 P
5 Annexation Procedures/Files GC34090(a) P P
6 Assessment Districts GC34090(a) P P
7 Bike Lanes/Trails GC34090(a) P P
8 Bond Projects GC34090(d) 2 5
9 Bridges:
General/Inspections/Repairs/Grants
GC34090(d) 2 P
10 Capital Improvement Program Budget GC34090(d) 2 5
11 Construction Tracking:
Curbs/Gutters/Sidewalks
GC34090(d) 2 5
12 Drainage Maintenance & Issues GC34090(d) 2
13 Easements/Dedications/Rights-of-way
(Recorded documents keep in City Clerk's
Office)
GC34090(a) P P
14 Encroachment Permits & Violations
(except revocable)
GC34090(d) 2 5
15 Encroachment Permits Revocable GC34090(d) 2 5
16 Emergency Preparedness Plans GC34090(d) 2 2
17 Flood Issues: Storm Drains/Records/Maps GC34090(d) 2 5 18 Freeway: General/Sound Walls/Studies GC34090(d) 2 5
19 Inspector Daily Reports GC34090(d) 2 5
20 Maps & Plats/City Boundary/Surveys GC34090(a) P P
21 Minutes of Task Force Committees GC 34090(e) P P
22 National Pollution Discharge Elimination
System (NPDES)
Correspondence/Reference Materials/
Reports
GC34090(d) 2 5
23 Parking: Lots/Garages/Regulations GC34090(d) 2 2
24 Permits: Grading GC34090(a) P P
25 Planning Referrals
(commercial/residential): Engineering/New
Construction/Modifications
GC34090(d) 2 5
26 Project files: Correspondence/Architectural
Drawings/Civil Engineering Issues
GC34090(d) 2 5
27 Request for Proposals GC34090(d) 2 2
28 Signage (except for inventory): Street
repair & Striping
GC34090(d) 2 2
29 Street Widening GC34090(a) P P
30 Street/Alley Abandonment/Vacation GC34090(a) P P
31 Subdivisions/Land Divisions GC34090(a) P P
32 Surveys: Recording Data & Maps GC34090(a) P P
33 Traffic counts, traffic safety, traffic signals,
traffic studies, traffic complaints,
pedestrian crosswalks
GC34090(d) 2 2
9.3.f
Packet Pg. 126
City of Pleasant Hill Records Retention Policy and Schedule (2024) 18 (Previously approved in 1997 by Resolution No. 16-97)
If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years) and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
Finance Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Accounts Payable
Paid Vendor Files – Invoices,
Authorizations for Payment, Copies of
checks
Cash Disbursement Report by Vendor
(part of City Clerk’s Agenda Packet Files)
Copies of 1099s & Transmittal Forms
Petty Cash Checking Account Stubs/Petty
Cash Log (no Longer In use)
Check Listing Audit Trails (List by Check
No.)
Month-End Audit Trails/Reports
Calendar Year-End Audit Trails/Reports
1099 Audit Trails/Reports
P.O. Receipt Audit Trails/Reports
Cash Requirements Reports
A/P Invoice Update Reports
Invoice Print/Update Reports
7 7
7 7
3 3
3 3
3 3
3 3
2 Accounts Receivable
Paid/Written Off Invoices (Includes file
copy of City invoices, documentation
requesting City to bill, copies of any
related correspondence & log of contracts,
receipts showing payment or writeoffs/adjustments)
Uncollectible & Collection
Accounts/Records/Correspondence
Billing, Adjustment 7 Write-Off Audit Trails
Month-End Audit Trails (including aged
balances)
7 7
7 7
9.3.f
Packet Pg. 127
City of Pleasant Hill Records Retention Policy and Schedule (2024) 19 Finance Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
3 Business License
Ceased Business Files (Applications of
Businesses No Longer in Business in
Pleasant Hill)
Adjustment Audit Trails
Month-End Audit Trails
Calendar Year-End Audit Trails
Renewal & Reminder/Late Notice Audit
Trails
License Print Audit Trails
3 after cease date
3 3
3 3
3 4 Cash Receipts
Cash Receipt Activity Report (by month)
General Ledger - Daily Audit Trails,
Copies of Receipts Duplicate Copies of
Deposit Slips
5 5
5 General Ledger
Audited Financial Reports/Management
Letters/ Single Audit Reports/Compliance
Reports, Etc. (All produced by auditors
after year-end; includes Annual
Comprehensive Financial Report (ACFR))
Final (Audited) 6/30 Balance Sheets (from
Financial System); Status Reports by
Fund/Dept./Obj. & Encumbrance Detail –
Budgetary-Basis & GAAP-Basis
Detailed Transaction Activity Printout for
Entire Year, All Accounts
Printed Approved Budget Document
General Journal Entries
Assessment District Files (Improvement
Districts)
District Creation Documents
Prepayment Records and Bond Call
Reports
Other Records & Correspondence
Fixed Asset records by year (purchases/
disposals/summaries of activity/copies of
purchase documents
P
7 7
P
7 P
P
9.3.f
Packet Pg. 128
City of Pleasant Hill Records Retention Policy and Schedule (2024) 20 Finance Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
6 General Ledger
Bond files - debt for which the City was/is
responsible
a) Official statements/related debt
issuance files/ correspondence
b) Debt service schedule/payments
c) Fiscal agent statements
Bond files - conduit debt for which City
was never responsible but carries City's
name (eg. mortgage revenue bonds)
a) Official statements/related debt
issuance files/ correspondence
b) Fiscal agent statements
Upon cancellation,
redemption or maturity + 10
for a&b
5 after debt is paid off
Upon cancellation,
redemption, or maturity + 10
3 if available
7 General Ledger
Grant files (grant authorization
documents/claim
documentation/correspondence, etc.)
Journals from other modules (cash
receipts/ accts. payable/payroll/business
license receivable/accts. receivable, etc.)
updated at least monthly
Audit binders (staff-generated
spreadsheets/documentation for
independent auditors' use in annual audit)
Budgetary entry audit trails for original
approved budget
Budget revisions & transfers - authorizing
documents & posting audit trails
5 after grant completion
5 3
3 3
8 General Ledger
Monthly balance sheets (financial
software)
Monthly status reports by fund/dept/object
Monthly encumbrance details reports
Completion of audit
(2-year minimum doesn't
apply as monthly reports
are superseded by final
audited reports 6/30 reports
kept permanently)
9.3.f
Packet Pg. 129
City of Pleasant Hill Records Retention Policy and Schedule (2024) 21 Finance Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
9 Miscellaneous
Deeds Held by Finance (in safe)
State Controllers Reports, Special District
& Street Reports to State, etc.
Revenue Legislative History Files
Revenue/General Ledger Activity Files
Sales & General Use Tax Returns
Franchise Agreements
P
7 7
5 5
T + 10
10 Payroll (1 of 2)
W-2 Audit Trails (printouts)
Copies of W-2s & Transmittal Forms (Incl
LTD & YTD adj folder, calendar year
spreadsheet
PERS Printouts & Payment Copies Files
401(A) Money Purchase Plan File (PACE
& Mgmt Plans)
Correspondence File
Employee Registers (printouts showing
gross & net pay, all
deductions/withholdings, all City-paid
benefits, accounts charged, leave accruals
& usage – all by dept/employee)
Workers Comp Printouts
Federal Tax Files & Reports (including
qtrly. & annual reconciliations)
State Tax Files & Reports (including qtrly.
& annual reconciliations)
American Fidelity Files (Flex Plan &
Insurance until 2017)
457 Deferred Compensation Plan
Timesheets
Copies of Paychecks
Calendar Year-End Reports/Printouts
Fiscal Year-End Reports/Printouts
Federal & State Tax Printouts
7 7
7 7
7 7
10 7
7 7
7 7
5 5
5 5
9.3.f
Packet Pg. 130
City of Pleasant Hill Records Retention Policy and Schedule (2024) 22 * Two year minimum rule doesn’t apply because monthly reports are superseded by final audited 6/30 reports, which are kept forever.
Finance Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
11 Payroll (2 of 2)
Accrual Reports/Printouts
Payroll File Maintenance Changes
(Printouts)
Check Registers (Printouts in Check No.
Order by Month)
Journals 05 & 06 (printouts; transaction
interface w/ GL)
Garnishment Files/Misc. Vendors/Workers
Comp. Back-up
Bank & Credit Union Deduction/Direct
Deposit Files & Reports
Charity Deduction Files & Reports
Health Insurance Files & Reports
Life Insurance & Long-Term Disability
Files & Reports
Dental Insurance Files & Reports
Update Worksheets (work copies, not
printouts)
Employee Union/Association Dues Files
Month-End Audit Trails/Reports (payable
listings)
Quarterly Audit Trails/Repots (listings per
payroll)
5 5
5 5
5 5
5 5
5 5
5 5
5 5
9.3.f
Packet Pg. 131
City of Pleasant Hill Records Retention Policy and Schedule (2024) 23
RECORDS RETENTION SCHEDULE
HUMAN RESOURCES DEPARTMENT
If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years) and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
Human
Resources
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Cal PERS
Actuarial studies and contract revisions
(ERISA) 29 USC
1001-1381, at 1027;
29 CFR 1627.3(b)(2)
GC 34090
6 P
2 Correspondence (internal/external) GC34090(d) 2 CY + 10 3 Employee Benefit Plans
Medical, Dental, Vision, EAP, Disability,
IRS Section 125 Plan
GC 34090;
29 CFR 1627.3(b)(2)
2-3 CY + 6
4 Employee Rights
General employees
Safety (Police)
May include arbitration, grievances,
claims, union requests, sexual harassment
and Civil Rights complaints & disciplinary
actions
29 USC 211(c);
GC 34090(d)
2 T + 3
T + 5 or until final
disposition
5 Employee Training
Safety training attendance sheets,
handouts, employee training course
documentation
GC 12946;
GC 34090 &
29 USC 1027
T + 2 T + 10
6 Family & Medical Leave Act
(Federal)/Family Rights Act (State)
(records of leave taken, City policies
relating to leave, notices &
communications related to leave)
29 CFR 825.500;
GC 12946
2-3 CY + 3
7 General Subject Files GC34090(d) 2 CY + 2
8 Immigration (I-9s) 8 USC 1324a(b)(3) 3 T + 3
(3 years after date of hire or
one year after termination,
whichever is later.)
9.3.f
Packet Pg. 132
City of Pleasant Hill Records Retention Policy and Schedule (2024) 24
Human
Resources
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
9 Job specifications (job descriptions for
classifications within the City)
GC34090(d) 2 S + 5
10 Labor Negotiations (documents regarding
labor contract negotiations, including meet
& confer records for employee unions &
associations; may also include, but not
limited to, notes, notebooks,
correspondence, contracts,
Memorandums of Understandings
(“MOU”) & Side Letters of Agreement
Memoranda, bargaining unit
correspondence reports, petitions & bylaws)
29 USC 211(c);,
29 USC 516.6;
GC 34090;
GC 12946;
CCP 337
Active MOU
+ 2
P
11 Medical Files (may include family leave
requests/verification; pre-employment
physical examination results; workers’
compensation information; certification;
tests; correspondence & reports)
GC 12946; GC
34090; 29 USC
1027; 29 USC 1113
6 T + 6
12 MissionSquare Retirement Corporation
(formerly ICMA)
401(a) and 457 Plans
Plan documents, establishment of plan
and revisions, member statements,
general correspondence
(ERISA) 29 USC
1001-1381, at 1027;
29 CFR 1627.3(b)(2)
6 P
13 OSHA
OSHA 300 and 300A Logs
Exposure & medical records of employee
exposure to hazards such as toxic
chemicals, high levels of noise, airborne
contaminants, or blood borne pathogens
LC 6410;
8 CCR 14300.33;
29 CFR 1904.29
29 USC 657
29 CFR 1910.1020
(d)(1)(i);
8 CCR 3204(d);
5 - 30
T + 30
T + 30
T + 30
14 Payroll (Age disc.) 29 USC
626; 29 CFR 1627.3;
(FLSA) 29 USC
206(d)(1); & 29 CFR
515.6
3 P
15 Personnel Files (Official file kept in HR
Department)
GC 12946;
GC 34090;
LC 1174; &
(EEO) 29 CFR
1602.31
2-3 P
16 Personnel rules, procedures & policies GC 34090;
GC 12946
2 S + 5
9.3.f
Packet Pg. 133
City of Pleasant Hill Records Retention Policy and Schedule (2024) 25 CY – Current Year
CL – Closed
T – Termination
P – Permanent
S – Until superseded
MPA – Municipal Pooling Authority
GC – Government Code
LC – Labor Code
Human
Resources
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
17 Recruitments – Fulltime (Applications,
resumes, alternate lists/logs, indices;
ethnicity disclosures; examination
materials; answer sheets; job bulletins;
eligibility; electronic database)
GC 12946;
29 CFR 1607.4;
29 CFR 1627.3
2-3 CL + 3
18 Reports
Employee statistics, benefit activity;
liability loss, affirmative action
Equal Employment Opportunity
Commission reports (EEO – 4s)
GC 34090
29 CFR 1602.32, -
.30
2 3
CY + 10
CY + 10
19 Risk Management (MPA) Reports
Records of illness and injuries
Reports (loss analysis, safety, actuarial),
claims data and statistics
See Medical Files
and OSHA
references.
GC 34090; OMB
1220-0029; CFR
1904.4
T + 30
2 T + 30
CL + 5
20 Salary Schedule (list of salaries for all
classifications)
GC 12946 &
GC 34090
2 P
21 Social Security
Medicare information, general
correspondence
29 CFR 1627.3(2);
29 CFR 516.6;
GC 12946
2-3 CY + 3
22 Surveys and Studies
Classification wage rates & benchmark
data
GC 12946;
GC 34090;
29 CFR 516.6(2) &
29 CFR 1602.14
2 CY + 5
23 Workers Compensation
(Working files. Originals filed with MPA).
May include, but not limited to, indemnity
claims, correspondence with third party
administrator, first aid claims, predesignated doctors’ reports See also: Medical Files, OSHA, Risk
Management Reports.
USC 1027;
29 USC 1113; 29
CFR 1602; 8 CCR
3204(d); 8 CCR
10102; GC 12946;
GC 34090
5 P
9.3.f
Packet Pg. 134
City of Pleasant Hill Records Retention Policy and Schedule (2024) 26 CCR – California Code of Regulations
USC – United States Code
CFR – Code of Federal Regulations
RECORDS RETENTION SCHEDULE
MAINTENANCE
Maintenance Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Creek Abatement & Maintenance Program GC34090(d) 2 2
2 Diablo Vista Water (see specific category
for retention period)
3 Fleet: Assignment, Accident Reports &
Fueling
GC34090(d) 2 5
4 Fleet: Inventory, Ownership & Title GC34090(d) 2 Life of Vehicle + 2 Years 5 Landscaping: Plants/Tree
Maintenance/Plans (except for inventory)
GC34090(d) 2 P
6 Lighting/PG&E (except for inventory) GC34090(d) 2 2
7 Maintenance & Operations: Work
Orders/Reports/Complaints
GC34090(d) 2 2
8 Waste Management: AB939
Reports/Rates/ Contracts/Landfills/Oil
Recycling/Grants/ Hazardous
Waste/Recycling/Reuse/Composting/Yard
Waste/Meetings/Workshops
GC34090(d) 2 5
9.3.f
Packet Pg. 135
City of Pleasant Hill Records Retention Policy and Schedule (2024) 27
RECORDS RETENTION SCHEDULE
PLANNING
9.3.f
Packet Pg. 136
City of Pleasant Hill Records Retention Policy and Schedule (2024) 28
Planning Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Accounting Files/Invoices/Payroll
Reports/Purchase Orders (original files
kept in Finance)
Retention in Planning
Division not required
2 Annexation/Deannexation Files GC34090(d) 2 10
3 Boards, commissions, committee
correspondence, terms of office, salaries
GC34090(d) 2 4
4 Contractor files (professional services
agreements/payments/correspondence)
GC34090(d) 2 2
5 Emergency Planning (earthquake
preparedness, flood hazards, hazardous
waste)
GC34090(d) 2 2
6 Environmental Impact Reports by site GC34090(d) &
CEQA Guidelines
2 Same as project for which it
is for
7 Special Event, Temporary Use and
Temporary Sign Permits
GC34090(d) 2 2
8 General Plan Amendments including
various elements of plan:
noise/safety/seismic safety/
transportation/housing/scenic highways,
etc
GC34090(d) 2 P
9 General Plan background files GC34090(d) 2 General Plan adopted date + 5
10 Home Occupation and Tree Removal
Permits
GC34090(d) 2 2
11 Misc. Permits (Bingo, Carnival, Pumpkins,
Christmas Tree lots, newspaper
dispensers, tree removal, garage
exemption permits, electronic game
permits)
GC34090(d) 2 2
12 Ordinance (by subject, correspondence).
(Originals kept by City Clerk)
GC34090(d) 2 10
13 Planning Project Files: Architectural
Review Commission (ARC); Development
Plans (DP); Planning Commission (PC);
Signage (S) including sign programs,
general information; Zoning (ZA) by
address
GC34090(d) 2 Life of Project + 2
Certificate of Occupancy + 2
14 Professional Associations/Community
Organizations (APA Newsletters, League
of CA Cities, etc.)
GC34090(d) 2 2
15 Progress Reports to City Council GC34090(d) 2 2
16 Public Transportation (Caltrans, Transpac,
Pleasant Hill Sphere of Influence, BART,
CCTA)
GC34090(d) 2 2
17 Rolled Plans/Maps (Other) GC34090(d) 2
Life of
agreement
CY + 10
Life of agreement
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 29
Planning Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
18 State Agencies Correspondence (HCD,
DSS, DOT, etc.)
2 2
19 Regional/County Agencies
Correspondence (ABAG, Bay Area Quality
Management District, League of Women
Voters, Central Contra Costa, etc.)
GC34090(d) 2 2
20 Local Agencies Correspondence (Walnut
Creek, Concord, Martinez, Lafayette, etc.)
2 2
21 Resolutions – Planning Commission GC34090(e) P P
22 Rezoning by location GC34090(a) P P
23 Special Studies (E.g., Circulation Study,
Planning Transportation Corridors, GHG
Studies, Oak Park Specific Plan, View
Study, Taylor Boulevard Scenic Corridor,
etc)
GC34090(d) 2 15
24 Withdrawn or Closed Planning
Applications and associated Project Files
2 2
25 Zoning Information and Zoning Verification
Letters
2 2
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 30
RECORDS RETENTION SCHEDULE
RETENTION SCHEDULE
POLICE DEPARTMENT
(Previously adopted in 2001 by Council Resolution No. 76-01)
ADMINISTRATION DIVISION
If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years) and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
9.3.f
Packet Pg. 139
City of Pleasant Hill Records Retention Policy and Schedule (2024) 31 Police
Department
Administration
Division
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Contra Costa Community College District
correspondence and agreements
GC 34090 2 2 years after expiration of
agreement
2 Employees:
Non-Sustained Citizen complaints
If sustained Citizen complaints
Discipline records
Internal investigation reports
(EvC1045, GC12946, PC 801.5, 803(c),
VC 2547)
Personnel records
Progress file counseling notes
Overtime and time-off request slips
Grievance files (by employees)
Employment applications/background
reports when applicant not hired
Records of training attended
PC 832.5
PC 832.5
PC 832.5
PC 832.5
GC 34090
GC 34090
GC 34090
GC 34090
GC 12946
GC 34090
5 15
5 5
2 2
2 2
4 2
15 15
5 5
(Period measured from the
end of employment)
2 2
2 4
2 2
3 Equipment: phones; weapons (Manuals,
instructions, procedures)
GC 34090 2 End of use + 2 years
4 Finance
Records of department purchases
Petty cash records
GC 34090 2 2
5 Gasoline Tank & Dispenser
Correspondence & other materials
GC 34090 2 2
6 General Correspondence, including:
response letters to public inquiries
to and from material and supply vendors
(if matter is closed)
GC 34090 2 2
7 General Orders, Division Orders or
Department Directives
GC 34090 2 2 years after superseded or
expired
8 General Subject Files not otherwise
covered
GC 34090 2 2
9 Police Facility
Documents regarding operation of Police
Facility & facility support equipment
GC 34090 2 2
9.3.f
Packet Pg. 140
City of Pleasant Hill Records Retention Policy and Schedule (2024) 32 Police
Department
Administration
Division
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
10 Reserve Officers
Personnel records
Activity logs
GC 34090 2
2 (retention period
measured from time service
ends)
2 11 State Commission on Peace Officer
Standards & Training (POST)
Correspondence
GC 34090 2 2
12 Training
Lesson plans & associated materials for
in-house training classes
GC 34090 2 2
13 Vehicles in use GC 34090 2 2 years after final use
14 Volunteer files GC 34090 2
2 (retention period
measured from time service
ends)
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 33
RECORDS RETENTION SCHEDULE
POLICE DEPARTMENT
INVESTIGATIONS DIVISION
If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years), and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
Police
Department
Investigations
Division
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Case assignment logs GC 34090 2 2
2 Case files
The destruction of a case files is not
permitted if it relates to or involves any of
the following:
a. an unadjudicated arrest, except for
H&S 11357 or H&S 11360 violations;
b. an unserved warrants;
c. identifiable items which have not been
recovered;
d. PC 290, PC 457.1 or H&S 11590
regulations;
e. a violations listed in PC sections 799
and 800;
f. a case which is presently involved
in either civil or criminal litigation.
GC 34090 2 2
3 Concealed weapons applications &
permits (PC 12050, 12053).
GC 34090 2 2 (Retention period
measured from the date of
denial, expiration or
revocation of permit)
4 Daily Bulletin/Schedules of officers on
duty
GC 34090 2 2
5 Federal Firearms Licensing applications
& investigations
GC 34090 2 2
6 Fingerprints
Latent fingerprint "lifts" from crime
scenes, excluding homicide
investigations, "ten print" fingerprint cards
& "palm print" cards, which are no longer
necessary for investigative purposes
GC 34090 2 2
7 National Crime Information Center
(NCIC) entry validation lists
GC 34090 2 2
8 Permit and license applications
All, including: masseuse permits, alarm
systems/false alarms (by address)
GC 34090 2 2
9 Pawn slips (B&P 21628) GC 34090 2 2
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 34 Police
Department
Investigations
Division
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
10 Photographs
Booking (whether stored electronically or
as a tangible photograph) which are no
longer necessary for investigative
purposes
GC 34090 2 2
11 Ride-along applications GC 34090 2 2
12 Undercover/Buy fund financial
disbursements records
GC 34090 2 2
13 Copies need not be kept when the
original is kept elsewhere, including
documents from other criminal justice
agencies:
Statistical (UCR), Uniform Crime Reports
Mandatory to DOJ (LEIC): FBI include
Return A/Supplement: Supplementary
Homicide Report; Law Enforcement
Officers Killed or Assaulted; Monthly
Return of Arson Offenses Known to Law
Enforcement; Number of Violent Crimes
Committed Against Senior Citizens;
Monthly Report of Domestic Violence
Related Calls for Assistance; Monthly
Arrest and Citation Register; Monthly
Hate Crimes Incidents; Death in Custody
Reporting.
Dealer Reports of Gun Sales sent to
DOJ (PC 12070).
Child Protective Services (CPS) Reports
(PC 11166, 11169).
Notices from ABC.
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 35
RECORDS RETENTION SCHEDULE
ON SCHEDULE
POLICE DEPARTMENT
PATROL DIVISION/TRAFFIC
If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years), and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
Police
Department
Patrol Division
/ Traffic
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Permit Records (i.e. tow trucks) GC 34090 2 2 from expiration 2 Personnel Scheduling; intra-department
memos
GC 34090 2 2
3 Radar calibration, during period of use GC 34090 2 2
4 Special Events Records GC 34090 2 2 after event
5 Reserve Officer Activity Logs GC 34090 2 2
6 Temporary Holding Facility (THF)
Correspondence & other materials
regarding operation, inspections &
management
GC 34090 2 2
7 Tow Company List GC 34090 2 2
8 Traffic Speed Surveys & Studies (VC
40803(c))
GC 34090 2 2 from expiration
9 Vehicles in use GC 34090 2 2 after use ends
10 Weapons Inventory GC 34090 2 2
9.3.f
Packet Pg. 144
City of Pleasant Hill Records Retention Policy and Schedule (2024) 36
RECORDS RETENTION SCHEDULE
POLICE DEPARTMENT
SUPPORT SERVICES DIVISION -- RECORDS, SERVICES, COMMUNICATIONS If a file is not listed here, refer to the Retention for City-wide Standards.
Retention begins when the act is completed (e.g. last document + 2 years) and implies a full file folder for onsite records or a full box for records stored in the records center, since destruction is normally performed by file or box.
Litigation, complaints, and/or claims suspend normal retention periods (retention begins after settlement).
Police
Department
Support
Services
Division
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
1 Arrest logs (adult and juvenile) GC 34090 2 2
2 Arrest/conviction for H&S '11357
(b)(c)(d)(e) or H&S '11360(b) after 1/1/96
(marijuana), including citations for the
above violations.
H&S 11361.5 2 years
Exception:
juvenile -
retain until
age 18
2 years
Exception: juvenile - retain
until age 18
3 Bicycles (licenses & citations) GC 34090 2 2
4 Case files, investigations or police
reports with an assigned case number
(whether on paper or in electronic form),
except for homicide, kidnapping or
embezzlement of public funds.
Homicide, kidnapping or embezzlement
of public funds files (PC 799)
(See PC 799-804 re: time of
commencement of criminal actions)
GC 34090 2 2
p
5 Cash Accounting
Dispatcher's Book
GC 34090 2 2
6 Computer Equipment & Software
Software Licenses no longer being used
Records of hardware removed from
inventory
GC 34090 2 2
7 Field interrogation cards & Records or
Contacts with persons not listed in City
files as having been arrested
GC 34090 2 2
8 Mobile Data Terminal messages (paper
or electronic
GC 34090 2 2
9.3.f
Packet Pg. 145
City of Pleasant Hill Records Retention Policy and Schedule (2024) 37
Police
Department
Patrol Division
/ Traffic
Description Citation Minimum
Legal
Retention
(in Years)
City Retention Period
(in Years)
9 Property Sent to Auction Records GC 34090 2 2
10 Records sealed or destroyed
Adult: mandatory sealing or destruction
pursuant to court order.
Juvenile: mandatory sealing or
destruction pursuant to court order.
PC 851.8
WIC 826(a)(b) and
781(a)
Per court order
11 Registration files: arson (PC '457.1), sex
(PC'290), narcotics (H&S'11590).
(Forwarded to DOJ. Retain fingerprints,
photo and information.)
GC 34090 2 Life of registrant within PH +
2 years
12 Stolen or Recovered Property Records GC 34090 2 2
13 Subpoena logs (court schedule) GC 34090 2 2
14 Summary Report on Statistical Activity
created by the Department
GC 34090 2 2
15 Towing
Rotation list & logs
Repossession & private property towing
lists & logs
GC 34090 2
2 2
16 Traffic Citations (whether infraction or
misdemeanor) & Parking Citations,
including officer notes
GC 34090 2 2
17 Vehicles
Abandoned auto tags
Repossession/impounds
GC 34090 2
2 p
9.3.f
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City of Pleasant Hill Records Retention Policy and Schedule (2024) 38
9.3.f
Packet Pg. 147
CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: ADOPT RESOLUTION NO. ___-24 AUTHORIZING THE CITY
MANAGER TO EXECUTE A SIDE LETTER OF AGREEMENT
BETWEEN THE CITY OF PLEASANT HILL AND THE MANAGEMENT
PAY PLAN (MPP) ADDING THE CLASSIFICATION CHIEF FINANCIAL
OFFICER TO THE PLAN
SYNOPSIS
In November 2022, Pleasant Hill voters approved ballot Measure M to change the City Treasurer officially from an elected to an appointed position. In June 2024, the City Council adopted Ordinance No. 969, which implemented this change and delegated to the City Manager the authority to appoint the City Treasurer. The City Manager’s office, in collaboration with Human Resources staff, reviewed how surrounding municipalities function with an appointed City Treasurer. After surveying a pool of northern California cities, staff found the appointed City Treasurer role is usually absorbed by a management staff member, typically the head of finance.
Staff is seeking Council’s authorization to create a new classification, Chief Financial Officer (CFO), in the Management Pay Plan. This proposed classification contains all the same functions as the Finance Manager and allows for the addition of the City Treasurer role. Further, the CFO classification aligns with nomenclature of the other administrative service managers (i.e. Chief Technology Officer, Chief Human Resources Officer).
Adoption of the proposed resolution would authorize the City Manager to execute a side letter of agreement between the City of Pleasant Hill and the Pleasant Hill Management Pay Plan Group (MPP) adding the classification Chief Financial Officer to the compensation plan.
DISCUSSION
Background
The City Treasurer has historically been an elected position. However, consistent with Measure M, the City Council amended the Municipal Code such that, effective November 5, 2024, the City Treasurer will become an appointed position at the City of Pleasant Hill. In preparation for this appointment, the City Manager asked staff to research how this role is managed in other cities.
After consulting with the professional Human Resources firm, Gallagher & Associates, about the
9.4 Packet Pg. 148
appointed City Treasurer role and conducting a survey of other northern California agencies, staff found that the head of finance generally absorbs the duties and functions.
Analysis
The proposed CFO job description was sent to the MPP representatives for review and consideration. The MPP did not have any objections to the proposed new classification or salary range, which remains the same as the current Finance Manager range. The proposed new classification will allow for the City Manager to appoint the Chief Financial Officer as the City Treasurer. The CFO classification will continue to manage the Finance Division and could also serve as the City Treasurer, if appointed.
FISCAL IMPACT
The adoption of the proposed resolution and the execution of the side letter of agreement will not have a fiscal impact, as the CFO classification will replace the currently budgeted Finance Manager in the budget.
PUBLIC CONTACT
Public contact was made through posting of the City Council agenda on the City’s official notice bulletin board, at the Pleasant Hill Senior Center, and at the Pleasant Hill Police Department. The agenda and staff report are posted on the City’s web page.
RECOMMENDED CITY COUNCIL ACTION
Staff recommends that the City Council adopt the proposed resolution, which authorizes the City Manager to execute the side letter of agreement.
ALTERNATIVES TO RECOMMENDED ACTION
The City Council could decline to adopt the proposed resolution and direct staff to explore alternative solutions for appointment of the City Treasurer.
ATTACHMENT(S):
Proposed Resolution
Exhibit 1 - Side Letter of Agreement
Job Description
Prepared by: Ericka R. Mitchell, Chief Human Resources Officer Approved by: Ethan Bindernagel, City Manager
9.4 Packet Pg. 149
RESOLUTION NO. -24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PLEASANT HILL APPROVING A SIDE
LETTER OF AGREEMENT WITH THE MANAGEMENT PAY PLAN GROUP TO ADD THE NEW CLASSIFICATION CHIEF FINANCIAL OFFICER.
WHEREAS, representatives of the City and the Management Pay Plan group (“MPP”) tentatively agreed to the Chief Financial Officer title and job description; and WHEREAS, enactment of the proposed side letter would provide alignment amongst the Administrative Services managers; and
WHEREAS, enactment of the side letter of agreement will not have a fiscal impact, as it will replace the currently budgeted Finance Manager position in the budget.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Pleasant Hill that the City Council does hereby approve and authorize the City Manager to sign Exhibit 1 Side Letter of Agreement – MPP, amending the compensation plan between the City of Pleasant Hill and MPP.
ADOPTED by the City Council of the City of Pleasant Hill at a regular meeting held on the 4th day of November, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________________
MATTHEW RINN, Mayor
ATTEST:
LYONE P. CONNER, City Clerk
9.4.a
Packet Pg. 150
ADDITION OF THE CHIEF FINANCIAL OFFICER JOB TITLE AND DESCRIPTION
SIDE LETTER OF AGREEMENT
AMENDING THE MANAGEMENT PAY PLAN BETWEEN CITY OF PLEASANT HILL
AND THE MANAGEMENT PAY PLAN GROUP
Subject to the approval of the City of Pleasant Hill City Council, the City and the MPP hereby agree to add the job title and description for the classification Chief Financial Officer to Exhibit A and Exhibit B in the Management Pay Plan that is in effect September 1, 2023 through August 30, 2026. Modified Exhibits A and B are attached hereto.
Except as set forth above, all other terms and conditions of employment remain unchanged and shall remain in full force and effect.
Agreed to this __________ day of ____________________ 2024.
City of Pleasant Hill: City of Pleasant Hill Management Group:
___________________________________ ____________________________________ Ethan Bindernagel, City Manager Zach Seal, MPP Group Representative ____________________________________
Matt Kristic, MPP Group Representative
APPROVED AS TO FORM:
___________________________________
Janet Coleson, City Attorney
9.4.b
Packet Pg. 151
EXHIBIT “A”
Management Classifications Covered by the
Management Pay Plan (as of September 1, 2023)
Accounting Manager
Assistant City Manager
Chief Building Official
Chief Financial Officer
Chief of Police
Chief Human Resources Officer
Chief Technology Officer
City Clerk
City Engineer
City Planner
Director of Community Development/Assistant City Manager Economic Development Manager
Finance Manager
Human Resources Manager
Maintenance Superintendent
Maintenance Supervisor
Police Captain
Police Lieutenant
Principal Management Analyst/City Clerk
Public Works Director
Public Works Manager
Senior Civil Engineer
Senior Management Analyst/Deputy City Clerk
Senior Management Analyst/Public Information Officer
Senior Planner
Senior Traffic Engineer
9.4.b
Packet Pg. 152
POSITION MONTHLY MINIMUM MONTHLY MAXIMUM
Accounting Manager $12,035 $16,006
Assistant City Manager $14,947 $19,880
Chief Building Official $11,282 $15,002
Finance Manager Chief Financial Officer $14,271 $18,981 Chief of Police $17,673 $23,505
Chief Human Resources Officer $14,270 $18,981
Chief Technology Officer $14,270 $18,981
City Clerk $10,783 $14,558
City Engineer $13,210 $18,099
City Planner $13,210 $18,099
Director of Community Development/Assistant City Manager $15,796 $21,009 Economic Development Manager $12,035 $16,006
Human Resources Manager $13,439 $17,875
Maintenance Superintendent $11,363 $15,112
Maintenance Supervisor $10,453 $13,902
Police Captain $14,976 $19,919
Police Lieutenant $13,484 $17,933
Principal Management Analyst/City Clerk $14,404 $16,242 Public Works Director $14,505 $19,292
Public Works Manager $13,210 $18,100
Senior Civil Engineer $11,436 $15,208
Senior Management Analyst/Deputy City Clerk $11,436 $15,208 Senior Management Analyst/Public Info Officer $11,436 $15,208 Senior Planner $10,359 $13,778
Senior Traffic Engineer $11,436 $15,208
MANAGEMENT GROUP SALARY RANGES
EFFECTIVE SEPTEMBER 1, 2024 – 3.25%
Adopted by Resolution No. 75-23 November 20, 2023
9.4.b
Packet Pg. 153
POSITION MONTHLY MINIMUM MONTHLY MAXIMUM
Accounting Manager $12,456 $16,566
Assistant City Manager $15,470 $20,576
Chief Building Official $11,676 $15,528
Finance Manager Chief Financial Officer $14,770 $19,645 Chief of Police $18,291 $24,328
Chief Human Resources Officer $14,770 $19,645
Chief Technology Officer $14,770 $19,645
City Clerk $11,161 $15,068
City Engineer $13,672 $18,733
City Planner $13,672 $18,733
Director of Community Development/Assistant City Manager $16,349 $21,744 Economic Development Manager $12,456 $16,566
Human Resources Manager $13,910 $18,501
Maintenance Superintendent $11,761 $15,641
Maintenance Supervisor $10,818 $14,389
Police Captain $15,501 $20,616
Police Lieutenant $13,955 $18,560
Principal Management Analyst/City Clerk $14,908 $16,811 Public Works Director $14,505 $19,292
Public Works Manager $13,672 $18,733
Senior Civil Engineer $11,837 $15,741
Senior Management Analyst/Deputy City Clerk $11,837 $15,741 Senior Management Analyst/Public Info Officer $11,837 $15,740 Senior Planner $10,721 $14,260
Senior Traffic Engineer $11,837 $15,741
MANAGEMENT GROUP SALARY RANGES
EFFECTIVE SEPTEMBER 1, 2025 – 3.5%
Adopted by Resolution No. 75-23 November 20, 2023
9.4.b
Packet Pg. 154
Chief Financial Officer
Bargaining Group: Management
Revised Date: March 2012; September 2021; October 2024
DEFINITION
Under general administrative direction, plans and supervise the general accounting, payroll, accounts payable, accounts receivable, revenue collection, and business license functions of the Finance Department, and performs advanced level accounting and reporting duties. Manages staff, develops division goals and objectives, develops policies and procedures related to division activities. May serve as the City Treasurer.
EQUIPMENT, METHODS AND GUIDELINES
Uses Federal, State and local laws, policies, procedures, as well as municipal accounting and auditing practices, accounting and financial record keeping, telephones, FAX machine, PC, printer, calculator, copy machine, computerized fund accounting software, and various resource materials.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from the City Manager.
Exercises direct supervision over professional accounting and technical staff assigned to the Finance Department.
EXAMPLES OF DUTIES
Duties may include, but are not limited to, the following:
▪ Assist in the development and implementation of goals, objectives, policies and priorities in order to ensure the division is operating properly and meeting the needs established by the Department and the City.
▪ Direct the preparation and processing of cash receipts, accounts payable, accounts receivable, payroll, and business license.
▪ Set up and supervise the maintenance of General Ledger and all related journals, ledgers and supporting financial records; maintain the chart of accounts.
▪ Review and authorize all journal entries recorded into the accounting system. Prepare complex journal entries.
▪ Prepare financial reports and analyses; prepare records for audit and assist auditors. ▪ Monitor agreements with outside agencies.
▪ Administer the City’s debt and related compliance.
9.4.c
Packet Pg. 155
▪ Assist in the preparation of budgets for the department and various funds. ▪ Attends and/or participates in meetings or other functions to represent division and City and to promote division activities.
▪ Coordinates special planning or division activities to meet division and department needs. Includes:
prepares reports and presents findings.
▪ Supervises professional and senior administrative staff to ensure acceptable performance. Includes:
directs, coordinates and reviews work of professional and technical employees; coordinates and participates in selection, training and evaluation of assigned personnel; provides and/or coordinates staff training; takes corrective or disciplinary action as needed. ▪ May serve as the City Treasurer.
Perform related duties as assigned.
QUALIFICATIONS
Knowledge of
Principles and methods of finance administration, particularly in the areas of governmental accounting, budgeting and auditing.
Modern office practices, procedures, methods and equipment.
Laws regulating the financial administration of City government.
Modern principles and practices of purchasing.
GASB 34 capital asset accounting.
Principles and practices of general and municipal government accounting and auditing.
Ability to
Prepare financial statements, reports and analyses, including review and coordination of Comprehensive Annual Financial Report (CAFR).
Analyze and interpret financial and accounting records.
Communicate clearly and concisely, orally and in writing.
Supervise, train and evaluate professional and technical staff.
Build and maintain positive working relationships with City’s directors, managers, and line employees as well as members of the general public, using principles of good customer service; ensure that subordinates similarly practice principles of good customer service.
EDUCATION AND EXPERIENCE
Any combination equivalent to experience and training that could likely provide the required knowledge and abilities would be qualifying. Minimum requirements:
Education
Equivalent to a Bachelor's degree from an accredited college or university with major course work in accounting, finance or business administration.
9.4.c
Packet Pg. 156
Experience
Four years of progressively responsible experience in accounting and auditing work. Two years of supervisory experience is required.
LICENSE OR CERTIFICATE
Possession of, or ability to obtain, an appropriate California driver's license.
WORKING CONDITIONS/PHYSICAL REQUIREMENTS
Essentially all of the employee’s working hours are spent in an office. Work generally involves a high degree of concentration, especially in the consideration of technical and personnel problems and the origination of programs to increase departmental efficiency and improvement of services. There may be some light to moderate physical work in the handling of supplies, files, computer equipment, etc. Conditions also involve some travel and attendance at meetings, including some that are conducted in the evening. May also include irregular hours.
Physical requirements include the following:
Ability to sit for long periods of time, stoop, kneel, crouch, reach, finger, grasp, write, and perform repetitive motions.
Exerts up to 20 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects with the human body.
Hearing and speaking ability sufficient to carry on a conversation with another individual (or groups of individuals) in person and over the telephone.
Visual ability sufficient to read and produce printed material and information displayed on a computer screen.
FLSA STATUS
Exempt.
By: ________________________________ Date: ________________________ Ethan Bindernagel, City Manager
ATTEST:
By: ________________________________ Date: ________________________ Ericka R. Mitchell, CHRO
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Packet Pg. 157
CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: ADOPT RESOLUTION NO. ___-24 AUTHORIZING THE CITY
MANAGER TO EXECUTE A THREE-YEAR AGREEMENT WITH
SABLE COMPUTER, INC. FOR THE PURCHASE AND
IMPLEMENTATION OF DARKTRACE MANAGED DETECTION AND
RESPONSE CYBERSECURITY SERVICE
SYNOPSIS
Cyber threats and ransomware attacks are increasing from year to year. City staff is mindful of the ongoing need for visibility into all areas of the City’s network and server infrastructure along with the ability to quickly respond and neutralize anomalous activity. Staff requests the City Council authorize the City Manager to execute a three-year agreement with Sable Computer, Inc. (dba KIS) for the purchase and implementation of DarkTrace managed detection and response cybersecurity service.
DISCUSSION
Background
The annual average cost of cybercrime is predicted to hit more than $23 trillion in 2027, up from $8.4 trillion in 2022, according to data cited by Anne Neuberger, U.S. Deputy National Security Advisor for cyber and emerging technologies. The human element is the most common threat vector and was the root cause of 74 percent of data breaches, according to Verizon's "2023 Data Breach Investigations Report." Humans also played a role in phishing attacks and stolen credentials. Phishing attacks are often delivered via email and attempt to trick users into clicking on links or providing information that can lead to exploitation. Ransomware attacks are a constant threat affecting all sectors. Ransomware affected 66 percent of respondents' organizations, according to Sophos' "The State of Ransomware 2023" report. Meanwhile phishing attacks increased by 1,265 percent in 2023, due to the growth of generative AI (GenAI), according to "The State of Phishing 2023" report from SlashNext. The Anti-Phishing Working Group (APWG) observed almost 1.3 million phishing attacks in the second quarter of 2023, representing the thirdhighest quarterly total ever observed by the group.
An immediate response is critical to combat the spread of ransomware. Some of the most significant ransomware attacks have targeted local governments, which resulted in encryption of
9.5 Packet Pg. 158
critical data and crippling of vital services. Ransomware campaigns are designed to specifically identify and exploit the weaknesses of their targets and spread across networks in a matter of seconds. The speed and sophistication of the attacks give Information Technology departments almost no time to react before the damage is done.
City staff desires an ability to quickly respond to a threat event, and DarkTrace, available by purchase through Sable Computer, Inc., would satisfy the City's needs in this area.
Analysis
Staff evaluated and obtained quotes from four vendors, including DarkTrace, who offered similar cybersecurity detection and management solutions. Staff selected DarkTrace because it offered the best comprehensive solution and a unique approach to detecting and neutralizing possible threats through a proprietary artificial intelligence-enhanced cybersecurity system.
The services provided by DarkTrace include email, cloud, and a network defense system. The services will enhance the City's existing cyber-threat monitoring with active autonomous response, which can intercept and neutralize cyber-attacks, including insider threats, ransomware, and Internet of Things (IoT) attacks without the need for human intervention. Leveraging Artificial Intelligence (AI) and machine learning is necessary to keep pace with today’s advanced persistent threats.
DarkTrace’s AI takes intelligent and informed actions to isolate an attack within seconds - all without disrupting the City's critical IT systems and public services. DarkTrace has a proprietary cybersecurity system that not only detects but also intelligently defends against in-progress attacks in real-time.
DarkTrace's Enterprise Immune System is a fundamentally unique AI technology that detects and responds to cyber-threats in real time, while providing unprecedented visibility to active threats of the City's network, cloud, and email infrastructure.
The City was able to negotiate a price with Sable Computers, Inc. (dba KIS) that is lower than what is available through a cooperative purchasing arrangement, specifically the California Multiple Award Schedules (CMAS) contract, and satisfies the City’s purchasing bid requirements.
Other neighboring cities, specifically Richmond and Pittsburg, have employed DarkTrace to enhance their cyber-threat monitoring.
FISCAL IMPACT
This agreement is for a three-year term for $55,681.40 paid annually with the total cost not to exceed $167,044.20. Funding for this project is included in the Information Technology Budget for fiscal years 2024/2025 in the City Hall and Police Department Technology Funds. The Finance Division has confirmed that adequate funds are available to fund this request.
9.5 Packet Pg. 159
PUBLIC CONTACT
Public contact was made through posting of the City Council agenda on the City’s official notice bulletin board, at the Pleasant Hill Senior Center, and at the Pleasant Hill Police Department.
The agenda and staff report are posted on the City’s web page.
RECOMMENDED CITY COUNCIL ACTION
Adopt the attached resolution authorizing the City Manager to execute a three-year agreement with Sable Computers, Inc. (dba KIS) for the purchase and implementation of DarkTrace for its managed detection and response cybersecurity service.
ALTERNATIVES TO RECOMMENDED ACTION
The City Council could reject the proposed action and provide direction to staff.
ATTACHMENT(S):
Proposed Resolution
Proposed Agreement
Prepared by: Ling King, Chief Technology Officer
Reviewed by: Ethan Bindernagel, City Manager
Approved by: Ethan Bindernagel, City Manager
9.5 Packet Pg. 160
RESOLUTION NO. ___ - 24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PLEASANT HILL
AUTHORIZING THE CITY MANAGER TO EXECUTE A THREE-YEAR AGREEMENT WITH SABLE COMPUTERS, INC. (DBA KIS) FOR THE PURCHASE AND
IMPLEMENTATION OF DARKTRACE MANAGED DETECTION AND RESPONSE
CYBERSECURITY SERVICE
WHEREAS, the number of cyber threats and ransomware has been increasing exponentially from year to year; and
WHEREAS, the City is mindful of the need for continued enhanced visibility into all areas of the City’s network and server infrastructure and an ability to quickly respond to a threat event; and
WHEREAS, City staff evaluated four managed detection and cybersecurity response solutions and selected DarkTrace as best suited for the City’s needs; and WHEREAS, DarkTrace, available through Sable Computers, Inc. (dba KIS), utilizes unique artificial intelligence that can detect and neutralize cyber threats quickly and automatically; NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Pleasant Hill authorizes the City Manager to execute a three-year agreement with Sable Computers, Inc. (dba KIS) for the purchase and implementation of DarkTrace managed detection and response cybersecurity service for an amount not to exceed $167,044.20.
ADOPTED by the City Council of the City of Pleasant Hill at a regular meeting of the Council held on the 4th day of November, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______
MATTHEW RINN, Mayor
ATTEST:
___
LYONE CONNER, City Clerk
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Information Technology
100 Gregory Lane, Pleasant Hill, CA 94523-3323 – (925) 671-5270 www.pleasanthillca.org
AGREEMENT FOR COMPUTER SOFTWARE, EQUIPMENT AND SERVICES This Agreement is made and entered into as of the 4th day of November, 2024, by and between the City of Pleasant Hill ("City") and Sable Computer, Inc. (DBA: KIS) (“Supplier”).
RECITALS
A. The City desires the Supplier, a reseller of the DarkTrace managed detection and response cybersecurity solution, to procure the solution for the City and have DarkTrace Holdings Limited perform the installation.
B. KIS using the services of DarkTrace, is specially trained, experienced and competent to perform the unique services that this Agreement will require; and C. KIS using the services of DarkTrace, possesses the skill, experience, ability, background, certification, and knowledge to provide services described in this Agreement under the terms and conditions described herein.
AGREEMENT
The Recitals listed above are hereby incorporated into and shall constitute a part of this Agreement.
1. Scope of Agreement. The Supplier shall supply the equipment and perform the services described in Exhibit A attached hereto and incorporated herein by reference (“Project”).
Supplier shall provide said equipment and services at the time, place, and in the manner specified in Exhibit A, subject to the direction of the City through its staff that it may provide from time to time.
2. Responsibilities of City. The Chief Technology Officer, or her/his assignee (“City Representative”) shall represent the City in all matters pertaining to the services rendered pursuant to this Agreement and shall administer said Agreement on behalf of the City. This person shall hereinafter be referred to as the "City Representative". The City shall provide suitable hardware and an operating system that meets or exceeds the recommended guidelines for this installation.
3. Time of Performance. The services of Supplier are to commence upon execution of this Agreement and shall continue until all authorized work is approved by the City. All such work shall be completed no later than two months after signing the contract.
4. Compensation. In no event shall Supplier's compensation exceed $55,681.40 per year for
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a three-year term total of $167,044.20 without additional authorization from the City. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.
5. Method of Payment. Supplier shall submit an invoice to the City describing the work performed. Supplier's bills shall include a brief description of the services performed, the date the services were performed, and an itemized listing of the equipment delivered.
City shall pay Supplier no later than 30 days after approval of the monthly invoice by City staff.
When payments made by City equal 90% of the maximum fee provided for in this Agreement, no further payments shall be made until the final work under this Agreement has been accepted by City.
6. Ownership of Documents. All plans, studies, documents and other writings delivered to the City by Supplier in the course of implementing this Agreement, except working notes and internal documents, shall become the property of the City upon payment to Supplier for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Supplier or to any other party. Documentation will be provided by the Supplier to the City in Microsoft Word format both electronically and hard copy. Diagrams will be provided by Supplier to the City in Visio Format both electronically and hard copy. Supplier shall, at Supplier's expense, provide such reports, plans, studies, documents and other writings to City upon written request.
7. Operational Performance Testing. Operational performance testing is defined as 30 consecutive days of “non-fatal” application failures from when training is completed and the City starts using the software in a production environment.
Final Acceptance. Final Acceptance of installation shall be upon the occurrence of all the following:
1. Delivery to the City of all software and services required to meet the City’s implementation requirements described in Exhibit A.
2. Delivery to the City of written software manuals described in Exhibit A.
3. Configuration and installation of the current version of the Project software as described in Exhibit A.
4. The City’s determination that the software performs in the same manner and with the same functions as the software previously demonstrated. The software should generate a sampling of standard reports.
5. Demonstration of successful operation of the Project.
6. Issuance of a Certificate of Compliance for all installed items by supplier.
7. A final testing of the system including a functional test demonstrating that each and every part of the system functions as specified.
8. When the tasks outlined in Exhibit A are complete and signed off by both parties, the City Representative shall visually verify that Supplier completed all work in an acceptable manner. The City Representative shall prepare a “punch list” listing any items that need to be completed, corrected, or redone
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for the Project to pass inspection. When notified by Supplier that all punch list items have been completed, the City Representative can schedule the final inspection. At the final inspection, the City Representative shall visually verify that Supplier has acceptably completed all required work.
9. Upon acceptance of the Project completion by the City Representative, a written notification of final acceptance shall be sent to Supplier, relieving Supplier from further work under this Agreement.
8. Independent Contractor. It is understood that Supplier, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Supplier shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Supplier hereby expressly waives any claim it may have to any such rights.
9. Interest of Supplier. Supplier (including principals, associates and employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Supplier's services hereunder. Supplier further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
Supplier is not a designated employee within the meaning of the Political Reform Act because Supplier:
a. Will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. Possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)
10. Ability of Supplier. City has relied upon the training and ability of Supplier to perform the services hereunder as a material inducement to enter into this Agreement. The primary provider of the services called for by this Agreement shall be DarkTrace Holdings Limited. This provider shall not be replaced without the written consent of the City. All work performed by Supplier under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent in Supplier's field of expertise.
11. Indemnity. Supplier agrees to defend, indemnify and hold harmless the City, its officers, agents, employees and volunteers from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all related costs and expenses in connection therein), arising out of the performance of this Agreement, except for any such claim arising out of the sole negligence or willful misconduct of the City, its officers,
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agents, employees or volunteers.
12. Patent and Copyright Warranty and Indemnity. Supplier hereby warrants that its software, hardware and associated systems or products do not violate or infringe upon any patent, trademark, copyright, service mark, trade secret, mask work or other intellectual property right or proprietary right of any third party. Supplier agrees to defend, at its expense, any suits against the City based upon a claim that any of its software or hardware directly infringes a patent or copyright and to pay costs and damages finally awarded in any such suit, provided that Supplier is notified promptly in writing of the suit and, at Supplier’s request and at its expense, is given full control of the suit and all requested assistance for defense of the suit. This indemnity does not extend to any suit based upon any infringement or alleged infringement of copyright by the combination of any item of Supplier software or hardware and other elements added by the City nor does it extend to any product(s) of City’s design or formula. The foregoing states the entire liability of Supplier for patent or copyright infringement related to the Supplier software or hardware or associated systems.
13. Warranty Disclaimer. Supplier represents and warrants that Supplier shall, on the date of transfer to the City, have title to and the right to sell the software, hardware and associated systems or products delivered to the City. Any warranty issued by the manufacturer of products shall be solely that of the manufacturer and not of Supplier. Supplier hereby assigns to City, as of the date that title passes to City for such product, all of the manufacturer’s or vendor’s warranties, express or implied, if any and if assignable, with respect to the software, hardware and associated systems or products. Supplier hereby authorizes City to make or settle any claims under such warranties directly with any such manufacturer or vendor. EXCEPT FOR THIS
EXPRESS WARRANTY, SUPPLIER DISCLAIMS ALL WARRANTIES ON PRODUCTS (INCLUDING SOFTWARE), EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT
NOT LIMITED TO ANY WARRANTY OF MERCHANTABILITY, NONINFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE. THE EXPRESS WARRANTIES IN THIS
AGREEMENT ARE IN LIEU OF ALL OBLIGATIONS OR LIABILITIES ON THE PART OF
SUPPLIER ARISING OUT OF OR IN CONNECTION WITH THE PERFORMANCE OF THE PRODUCT. THE FOREGOING WARRANTIES EXTEND ONLY TO THE CITY OF PLEASANT HILL AND SHALL NOT BE ASSIGNABLE TO ANY OTHER PARTY.
14. Limitation of Liability. Supplier is not liable, for alleged defects in products sold or services performed, to third parties or anyone with whom it does not have a direct contractual relationship. Supplier is not liable for defects in information provided by secondary sources. All documents, including reports, drawings, plans, designs and specifications, prepared by Supplier or its subcontractors are not intended or represented by Supplier to be suitable for use by or relied upon by anyone but the Customer or for uses beyond the scope of the specific uses or purposes set forth in the contract documents. INDEPENDENTLY OF ANY OTHER REMEDY
LIMITATION HEREOF AND NOTWITHSTANDING ANY FAILURE OF THE ESSENTIAL
PURPOSE OF ANY SUCH LIMITED REMEDY, IN NO EVENT SHALL SUPPLIER BE
LIABLE FOR SPECIAL, INCIDENTAL, COST OF COVER, LOST PROFITS OR
CONSEQUENTIAL DAMAGES OF ANY KIND WHETHER UNDER CONTRACT, TORT
OR OTHER LEGAL ACTION UNDER THIS AGREEMENT, EVEN IF SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
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15. Nondisclosure. City acknowledges that, in the course of using the software, hardware and associated systems or products contemplated by this Agreement, City may obtain confidential or proprietary information relating to the technology or the accompanying documentation of Supplier or its subcontractors, including without limitation all technical know-how and specifications (“Proprietary Information”). For purposes of this Agreement, Proprietary Information further includes any information and data which is, or should be reasonably understood to be, confidential or proprietary to the disclosing party, which may include, without limitation, proprietary technical, financial, personnel, marketing, pricing, sales and/or commercial information with respect to the products and services of the parties, as well as ideas, concepts, designs, computer programs and inventions and all record bearing media containing or disclosing such Proprietary Information which are disclosed pursuant to this Agreement. Such Proprietary Information shall belong solely to Supplier. Proprietary Information shall not include information that is or becomes publicly known through no wrongful act of City. City shall not use or disclose Proprietary Information to third parties without the prior written consent of Supplier unless required by law, and City agrees to undertake reasonable measures to maintain the Proprietary Information in confidence. City agrees to report immediately to Supplier any unauthorized use or disclosure of Proprietary Information of which City has actual knowledge.
Supplier acknowledges that, in the course of installing, supporting and maintaining the software, hardware and associated systems or products for the City, Supplier may obtain information regarding the City or its associated computer systems. Notwithstanding that certain parts of such data may become a public record, Supplier shall not disclose or use any such potentially confidential information without the City’s prior written consent. Supplier agrees to take all appropriate steps to protect the integrity and confidentiality of the City’s computer systems.
Each party shall protect and safeguard the Proprietary Information of the other party using at least the same degree of care such party uses to protect its own Proprietary Information of like importance. Each party agrees that all employees and subcontractors to whom Proprietary Information is disclosed will have signed a confidentiality agreement in form and substance reasonably acceptable to the disclosing party, copies of which will be provided upon request.
16. Insurance Requirements.
a. Supplier, at Supplier's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies.
i. Workers' Compensation Coverage. Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents,
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employees and volunteers for losses arising from work performed by Consultant for City.
This provision shall not apply if Supplier has no employees performing work under this Agreement. If the Supplier has no employees for the purposes of this Agreement, Supplier shall sign the "Certificate of Exemption from Workers' Compensation Insurance" which is attached hereto as Exhibit D. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit.
iii. Automobile Liability Coverage. Supplier shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Supplier arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than two million dollars ($2,000,000) combined single limit for each occurrence.
b. Policy Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the following specific language:
i. The City of Pleasant Hill, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Supplier, including materials, parts or equipment furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it.
If Consultant maintains higher insurance limits than the minimums specified herein, City shall be entitled to coverage for the higher limits maintained by the Consultant.
iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of
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liability of the insuring company.
iv. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
v. The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Supplier shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance and Endorsements. Supplier shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. e. Wasting Policies. No policy required herein shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense).
f. Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from Consultant by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
17. Compliance with Laws. Supplier shall use the standard of care in its profession to comply with all applicable federal, state and local laws, codes, ordinances and regulations.
18. Licenses. Supplier represents and warrants to City that it has all licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Supplier to practice its profession. Supplier represents and warrants to City that Supplier shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Supplier to practice its profession. Supplier shall maintain a City of Pleasant Hill business license.
19. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Contra Costa, Martinez, California.
20. Written Notification. Any notice, demand, request, consent, approval or communication
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that either party desires or is required to give to the other party shall be in writing and either served personally or sent prepaid, first class mail. Any such notice, demand, etc. shall be addressed to the other party at the address set forth herein below. Either party may change its address by notifying the other party of the change of address. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
If to City: City of Pleasant Hill
100 Gregory Lane
Pleasant Hill, CA 94523-3323
Attn: Chief Technology Officer
If to Supplier: Sable Computer, Inc. (DBA: KIS)
43160 Osgood Road
Fremont, CA 94539
Attn: Matt Eickmann
21. Supplier's Books and Records.
a. Supplier shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for supplies or services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Supplier to this Agreement.
b. Supplier shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Supplier's address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Supplier's business, City may, by written request by any of the above named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Supplier, Supplier's representatives, or Supplier's successor-in-interest.
22. Entire Agreement. This Agreement constitutes the complete and exclusive statement of
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Agreement between the City and Supplier. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.
23. Amendments. This Agreement may be modified or amended only by a written document executed by both Supplier and City and approved as to form by the City Attorney.
24. Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder.
25. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.
26. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
27. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the reputation, experience and competence of Supplier.
Assignments of any or all rights, duties or obligations of the Supplier under this Agreement shall be permitted only with the express consent of the City. Supplier shall be fully responsible to City for all acts or omissions of its subcontractors. Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.
28. No Confidentiality. This agreement is a public record and will be available to the public if requested.
29. Termination. This Agreement may be terminated immediately for cause or by either party without cause upon fifteen days' written notice of termination. Upon termination, Supplier shall be entitled to compensation for equipment delivered and services performed up to the effective date of termination.
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF PLEASANT HILL: SUPPLIER:
__________________________ By:
Ethan Bindernagel
City Manager
Business License # 43263
APPROVED AS TO FORM:
_________________________
Janet E. Coleson
City Attorney
ATTEST:
__________________________
City Clerk
Exhibit A: Scope of Work
Exhibit B: Certificate of Exemption from Workers’ Compensation Revised 07/09
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†
Non-taxable item
Please contact us if you have any questions.
Comments
City of Pleasant Hill is committing to three years (36-months) of the Darktrace offering. The three-year total price is $167,044.20. Invoicing will be done annually at the price listed in this quote.
CMAS #: 3-18-70-2443Q
One-Time Subtotal $55,311.40
Sales Tax (9.25%) $370.00
Total $55,681.40 USD
KIS - Keep IT Simple
43160 Osgood Road
Fremont, CA 94539
United States
Quote # 12065
Date 2024/10/21
Expires 2024/11/29
Sales Contact Matt Eickmann
Prepared for City of Pleasant Hill
Ling King
100 Gregory Ln
Pleasant Hill, CA 94523
United States
T: +19256715269
E: [email protected]
10-21-2024 Network M365 Email MDR Darktrace 3 Year Paid Annually
Fees
Category Item Qty Price Total
License Darktrace DETECT / Apps /Microsoft 365 - Annual Fee 120 $9.71 $1,165.20† License Darktrace DETECT / Apps / Cyber AI Analyst - Annual Fee 120 $9.71 $1,165.20† License Darktrace DETECT / Network - Annual Fee 300 $16.98 $5,094.00† License Darktrace DETECT / Network Cyber AI Analyst - Annual Fee 300 $16.98 $5,094.00† License Darktrace RESPOND / Apps /Microsoft 365 - Annual Fee 120 $19.40 $2,328.00† License Darktrace RESPOND / Email / Office 365 - Annual Fee 140 $83.00 $11,620.00† License Darktrace RESPOND / Network - Annual Fee 300 $33.95 $10,185.00† Appliance Deployment Appliance / Medium - Annual Fee 1 $3,333.00 $3,333.00 Appliance Deployment Appliance / Small - Annual Fee 1 $667.00 $667.00 Service Darktrace Services / Managed Detect and Respond - Annual Fee 1 $14,660.00 $14,660.00† Service Darktrace Services / Training - Annual Fee 1 $0.00 $0.00† Cost Breakdown
ACCEPT QUOTE
ACCEPT QUOTE
Quote
KIS - Keep IT Simple - Quote # 12065 2 / 3
EXHIBIT A
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Exhibit B
CERTIFICATE OF EXEMPTION FROM WORKERS' COMPENSATION INSURANCE I hereby certify that in the performance of the work for which this Agreement is entered into, I shall not employ any person in any manner so as to become subject to the Workers' Compensation Laws of the State of California.
Executed on this _____ day of _________________, 20___, at ________________, California. _________________________________
Sean Canevaro, CEO
KIS
30th October 24 Fremont
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CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: ADOPT RESOLUTION NO. ___-24 AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH AVI-SPL, INC. FOR
THE PURCHASE AND REPLACEMENT OF THREE WIRELESS
MICROPHONES IN THE COUNCIL CHAMBERS UTILIZING THE
PUBLIC, EDUCATIONAL, AND GOVERNMENT ACCESS FUND
SYNOPSIS
Three wireless microphones used in the City Council Chambers are malfunctioning and need to be replaced. Staff requests the City Council adopt a resolution authorizing the City Manager to execute an agreement with AVI-SPL, Inc. to purchase and replace three wireless microphones in the Council Chambers utilizing Public, Educational, and Government Access (PEG) funds.
DISCUSSION
Background
The two wireless handheld microphones and one lavalier-style (body worn) microphone used in the Council Chambers are beginning to malfunction. The microphones have been intermittently experiencing signal loss during use. Staff is requesting the use of Public, Educational, and Government Access (PEG) Funds to replace the microphones.
Pursuant to California Public Utilities Code Section 5870, PEG Funds are used to support the operation of government, educational, and public television channels. In California, the PEG fee is a 1% charge on the gross revenues of video service providers that use public rights-of-way. The State franchise fee is paid quarterly to the city treasurer in a manner consistent with California Public Utilities Code Section 5860.
PEG Funds are used for equipment and construction of facilities that support content production for education and government broadcasting. Content includes promoting government transparency, local and national connections, digital literacy training, and citizen journalism.
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Analysis
Staff reviewed several audio/video vendors and has selected AVI-SPL, Inc. to procure and replace the failing microphones. As one of the leading audio/video solution providers, AVI-SPL, Inc. has over 60 locations worldwide and serves over 86% of Fortune 100 companies.
AVI-SPL, Inc. has recommended Shure brand microphones. Shure has a long history dating back to 1925 and is currently the leading manufacturer of microphones in the market today.
The Budget Committee reviewed this proposal at its meeting of October 24, 2024, and approved forwarding a recommendation to the City Council to approve this project using PEG funds.
FISCAL IMPACT
The cost to replace the three microphones in the Council Chambers, including equipment and labor, is $17,126.74. The Finance Division has confirmed that adequate PEG Funds are available to fund this request.
PUBLIC CONTACT
Public contact was made through posting of the City Council agenda on the City’s official notice bulletin board, at the Pleasant Hill Senior Center, and at the Pleasant Hill Police Department.
The agenda and staff report are posted on the City’s web page.
RECOMMENDED CITY COUNCIL ACTION
Adopt the proposed resolution authorizing the City Manager to execute an agreement with AVISPL, Inc. to purchase and replace three wireless microphones in the Council Chambers and appropriate budget for $17,126.74 in the PEG Fund, as recommended by the Budget Committee.
ALTERNATIVES TO RECOMMENDED ACTION
The City Council could reject the proposed action and provide direction to staff.
ATTACHMENT(S):
Proposed Resolution
Proposed Agreement with Scope of Work
Prepared by: Ling King, Chief Technology Officer
Reviewed by: Ethan Bindernagel, City Manager
Approved by: Ethan Bindernagel, City Manager
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RESOLUTION NO. ___ - 24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PLEASANT HILL
AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH AVI-SPL, INC. TO PURCHASE AND REPLACE THREE WIRELESS MICROPHONES IN THE
COUNCIL CHAMBERS UTILIZING PEG FUNDS
WHEREAS, the City desires to replace the three wireless microphones in the City Council Chambers that are experiencing intermittent signal loss; and WHEREAS, AVI-SPL, Inc. is a leader in the audio/video industry that serves over 86% of Fortune 500 companies; and
WHEREAS, the replacement microphones will be used to support City government broadcasting; and
WHEREAS, pursuant to California Public Utilities Code Section 5870, the purchase of equipment for government programming use is eligible to be funded by Public, Educational and Government Access (PEG) Funds;
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Pleasant Hill appropriates budget in the PEG Fund for $17,126.74 and authorizes the City Manager to execute an agreement with AVI-SPL, Inc. not to exceed that amount for the purchase and replacement of three wireless microphones in the Council Chambers.
ADOPTED by the City Council of the City of Pleasant Hill at a regular meeting of the Council held on the 4th day of November, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______
MATTHEW RINN, Mayor
ATTEST:
___
LYONE CONNER, City Clerk
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Information Technology
100 Gregory Lane, Pleasant Hill, CA 94523-3323 – (925) 671-5270 www.pleasanthillca.org
AGREEMENT FOR COMPUTER SOFTWARE, EQUIPMENT AND SERVICES This Agreement is made and entered into as of the 16th day of September 2024, by and between the City of Pleasant Hill ("City") and AVI-SPL, LLC (“Supplier”).
RECITALS
A. The City desires for AVI-SPL to procure and install two handheld and one lavalier wireless microphones into the City’s audio/video system within the Council Chambers.
B. Supplier is specially trained, experienced and competent to perform the special services which will be required by this Agreement; and
C. Supplier possesses the skill, experience, ability, background, certification and knowledge to provide services described in this Agreement on the terms and conditions described herein.
AGREEMENT
The Recitals listed above are hereby incorporated into and shall constitute a part of this Agreement.
1. Scope of Agreement. The Supplier shall supply the equipment and perform the services described in Exhibit A attached hereto and incorporated herein by reference (“Project”).
Supplier shall provide said equipment and services at the time, place, and in the manner specified in Exhibit A, subject to the direction of the City through its staff that it may provide from time to time.
2. Responsibilities of City. The Chief Technology Officer, or her/his assignee (“City Representative”) shall represent the City in all matters pertaining to the services rendered pursuant to this Agreement and shall administer said Agreement on behalf of the City. This person shall hereinafter be referred to as the "City Representative". The City shall provide suitable hardware and an operating system that meets or exceeds the recommended guidelines for this installation.
3. Time of Performance. The services of Supplier are to commence upon execution of this Agreement and shall continue until all authorized work is approved by the City. All such work shall be completed no later than two months after signing of contract.
4. Compensation. In no event shall Supplier's compensation exceed $17,126.74 without additional authorization from the City. Payment by City under this Agreement shall not be
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deemed a waiver of defects, even if such defects were known to the City at the time of payment.
5. Method of Payment. Supplier's bills shall include a brief description of the services performed, the date the services were performed, and an itemized listing of the equipment delivered.
City shall pay Supplier no later than 30 days after approval of the invoice by City staff. When payments made by City equal 90% of the maximum fee provided for in this Agreement, no further payments shall be made until the final work under this Agreement has been accepted by City.
6. Ownership of Documents. All plans, studies, documents and other writings delivered to the City by Supplier in the course of implementing this Agreement, except working notes and internal documents, shall become the property of the City upon payment to Supplier for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Supplier or to any other party. Documentation will be provided by the Supplier to the City in Microsoft Word format both electronically and hard copy. Diagrams will be provided by Supplier to the City in Visio Format both electronically and hard copy. Supplier shall, at Supplier's expense, provide such reports, plans, studies, documents and other writings to City upon written request.
7. Project Manager. A Project Manager shall be named by Supplier in the Scope of Agreement (Exhibit A). The City reserves the right to request that the Supplier dismiss and assign another Project Manager if timelines/deadlines as set forth on Exhibit B are missed due to no fault of the City.
8. Operational Performance Testing. Operational performance testing is defined as 30 days of “non-fatal” failures from when training is completed and the City starts using the hardware in a production environment.
A. Final Acceptance. Final Acceptance of installation shall be upon the occurrence of all the following:
1. Delivery to the City of all hardware and installation services required to meet the City’s implementation requirements described in Exhibit A.
2. The City’s determination that the hardware performs in the same manner and with the same functions as was designed.
3. Demonstration of successful operation of the hardware.
4. Issuance of a Certificate of Compliance for all installed items by supplier.
5. A final testing of the system including a functional test demonstrating that each and every part of the system functions as specified.
6. When the tasks outlined in Exhibit A are complete and signed off by both parties, the City Representative shall visually verify that Supplier completed all work in an acceptable manner. The City Representative shall prepare a “punch list” listing any items that need to be completed, corrected, or redone for the Project to pass inspection. When notified by Supplier that all punch list
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items have been completed, the City Representative can schedule the final inspection. At the final inspection, the City Representative shall visually verify that Supplier has acceptably completed all required work.
7. Upon acceptance of the Project completion by the City Representative, a written notification of final acceptance shall be sent to Supplier, relieving Supplier from further work under this Agreement.
9. Independent Contractor. It is understood that Supplier, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Supplier shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Supplier hereby expressly waives any claim it may have to any such rights.
10. Interest of Supplier. Supplier (including principals, associates and employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Supplier's services hereunder. Supplier further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
Supplier is not a designated employee within the meaning of the Political Reform Act because Supplier:
a. Will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. Possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)
11. Ability of Supplier. City has relied upon the training and ability of Supplier to perform the services hereunder as a material inducement to enter into this Agreement. The primary provider of the services called for by this Agreement shall be AVI-SPL, LLC. This provider shall not be replaced without the written consent of the City. All work performed by Supplier under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent in Supplier's field of expertise.
12. Indemnity. Supplier agrees to defend, indemnify and hold harmless the City, its officers, agents, employees and volunteers from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all related costs and expenses in connection therein), arising out of the performance of this Agreement, except for any such claim arising out of the sole negligence or willful misconduct of the City, its officers, agents, employees or volunteers.
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13. Patent and Copyright Warranty and Indemnity. Supplier hereby warrants that its software, hardware and associated systems or products do not violate or infringe upon any patent, trademark, copyright, service mark, trade secret, mask work or other intellectual property right or proprietary right of any third party. Supplier agrees to defend, at its expense, any suits against the City based upon a claim that any of its software or hardware directly infringes a patent or copyright and to pay costs and damages finally awarded in any such suit, provided that Supplier is notified promptly in writing of the suit and, at Supplier’s request and at its expense, is given full control of the suit and all requested assistance for defense of the suit. This indemnity does not extend to any suit based upon any infringement or alleged infringement of copyright by the combination of any item of Supplier software or hardware and other elements added by the City nor does it extend to any product(s) of City’s design or formula. The foregoing states the entire liability of Supplier for patent or copyright infringement related to the Supplier software or hardware or associated systems.
14. Warranty Disclaimer. Supplier represents and warrants that Supplier shall, on the date of transfer to the City, have title to and the right to sell the software, hardware and associated systems or products delivered to the City. Any warranty issued by the manufacturer of products shall be solely that of the manufacturer and not of Supplier. Supplier hereby assigns to City, as of the date that title passes to City for such product, all of the manufacturer’s or vendor’s warranties, express or implied, if any and if assignable, with respect to the software, hardware and associated systems or products. Supplier hereby authorizes City to make or settle any claims under such warranties directly with any such manufacturer or vendor. EXCEPT FOR THIS
EXPRESS WARRANTY, SUPPLIER DISCLAIMS ALL WARRANTIES ON PRODUCTS (INCLUDING SOFTWARE), EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT
NOT LIMITED TO ANY WARRANTY OF MERCHANTABILITY, NONINFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE. THE EXPRESS WARRANTIES IN THIS
AGREEMENT ARE IN LIEU OF ALL OBLIGATIONS OR LIABILITIES ON THE PART OF
SUPPLIER ARISING OUT OF OR IN CONNECTION WITH THE PERFORMANCE OF THE PRODUCT. THE FOREGOING WARRANTIES EXTEND ONLY TO THE CITY OF PLEASANT HILL AND SHALL NOT BE ASSIGNABLE TO ANY OTHER PARTY.
15. Limitation of Liability. Supplier is not liable, for alleged defects in products sold or services performed, to third parties or anyone with whom it does not have a direct contractual relationship. Supplier is not liable for defects in information provided by secondary sources. All documents, including reports, drawings, plans, designs and specifications, prepared by Supplier or its subcontractors are not intended or represented by Supplier to be suitable for use by or relied upon by anyone but the Customer or for uses beyond the scope of the specific uses or purposes set forth in the contract documents. INDEPENDENTLY OF ANY OTHER REMEDY
LIMITATION HEREOF AND NOTWITHSTANDING ANY FAILURE OF THE ESSENTIAL
PURPOSE OF ANY SUCH LIMITED REMEDY, IN NO EVENT SHALL SUPPLIER BE
LIABLE FOR SPECIAL, INCIDENTAL, COST OF COVER, LOST PROFITS OR
CONSEQUENTIAL DAMAGES OF ANY KIND WHETHER UNDER CONTRACT, TORT
OR OTHER LEGAL ACTION UNDER THIS AGREEMENT, EVEN IF SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
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16. Nondisclosure. City acknowledges that, in the course of using the software, hardware and associated systems or products contemplated by this Agreement, City may obtain confidential or proprietary information relating to the technology or the accompanying documentation of Supplier or its subcontractors, including without limitation all technical know-how and specifications (“Proprietary Information”). For purposes of this Agreement, Proprietary Information further includes any information and data which is, or should be reasonably understood to be, confidential or proprietary to the disclosing party, which may include, without limitation, proprietary technical, financial, personnel, marketing, pricing, sales and/or commercial information with respect to the products and services of the parties, as well as ideas, concepts, designs, computer programs and inventions and all record bearing media containing or disclosing such Proprietary Information which are disclosed pursuant to this Agreement. Such Proprietary Information shall belong solely to Supplier. Proprietary Information shall not include information that is or becomes publicly known through no wrongful act of City. City shall not use or disclose Proprietary Information to third parties without the prior written consent of Supplier unless required by law, and City agrees to undertake reasonable measures to maintain the Proprietary Information in confidence. City agrees to report immediately to Supplier any unauthorized use or disclosure of Proprietary Information of which City has actual knowledge.
Supplier acknowledges that, in the course of installing, supporting and maintaining the software, hardware and associated systems or products for the City, Supplier may obtain information regarding the City or its associated computer systems. Notwithstanding that certain parts of such data may become a public record, Supplier shall not disclose or use any such potentially confidential information without the City’s prior written consent. Supplier agrees to take all appropriate steps to protect the integrity and confidentiality of the City’s computer systems.
Each party shall protect and safeguard the Proprietary Information of the other party using at least the same degree of care such party uses to protect its own Proprietary Information of like importance. Each party agrees that all employees and subcontractors to whom Proprietary Information is disclosed will have signed a confidentiality agreement in form and substance reasonably acceptable to the disclosing party, copies of which will be provided upon request.
17. Insurance Requirements.
a. Supplier, at Supplier's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies.
i. Workers' Compensation Coverage. Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant
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for City.
This provision shall not apply if Supplier has no employees performing work under this Agreement. If the Supplier has no employees for the purposes of this Agreement, Supplier shall sign the "Certificate of Exemption from Workers' Compensation Insurance" which is attached hereto as Exhibit D. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit.
iii. Automobile Liability Coverage. Supplier shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Supplier arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than two million dollars ($2,000,000) combined single limit for each occurrence.
b. Policy Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the following specific language:
i. The City of Pleasant Hill, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Supplier, including materials, parts or equipment furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it.
If Consultant maintains higher insurance limits than the minimums specified herein, City shall be entitled to coverage for the higher limits maintained by the Consultant.
iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. Limits may be met by use of a combination of
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primary and excess liability coverage.
iv. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
v. The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Supplier shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance and Endorsements. Supplier shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. e. Wasting Policies. No policy required herein shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense).
f. Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from Consultant by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
18. Compliance with Laws. Supplier shall use the standard of care in its profession to comply with all applicable federal, state and local laws, codes, ordinances and regulations.
19. Licenses. Supplier represents and warrants to City that it has all licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Supplier to practice its profession. Supplier represents and warrants to City that Supplier shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Supplier to practice its profession. Supplier shall maintain a City of Pleasant Hill business license.
20. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Contra Costa, Martinez, California.
21. Written Notification. Any notice, demand, request, consent, approval or communication
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that either party desires or is required to give to the other party shall be in writing and either served personally or sent prepaid, first class mail. Any such notice, demand, etc. shall be addressed to the other party at the address set forth herein below. Either party may change its address by notifying the other party of the change of address. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
If to City: City of Pleasant Hill
100 Gregory Lane
Pleasant Hill, CA 94523-3323
Attn: Chief Technology Officer
If to Supplier: AVI-SPL
44911 Industrial Drive
Fremont, CA 94538
Attn: Bill McClain
22. Supplier's Books and Records.
a. Supplier shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for supplies or services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Supplier to this Agreement.
b. Supplier shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Supplier's address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Supplier's business, City may, by written request by any of the above named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Supplier, Supplier's representatives, or Supplier's successor-in-interest.
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23. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Supplier. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.
24. Amendments. This Agreement may be modified or amended only by a written document executed by both Supplier and City and approved as to form by the City Attorney.
25. Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder.
26. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.
27. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
28. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the reputation, experience and competence of Supplier.
Assignments of any or all rights, duties or obligations of the Supplier under this Agreement shall be permitted only with the express consent of the City. Supplier shall be fully responsible to City for all acts or omissions of its subcontractors. Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.
29. No Confidentiality. This agreement is a public record and will be available to the public if requested.
30. Termination. This Agreement may be terminated immediately for cause or by either party without cause upon fifteen days' written notice of termination. Upon termination, Supplier shall be entitled to compensation for equipment delivered and services performed up to the effective date of termination.
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF PLEASANT HILL: SUPPLIER:
__________________________ By:
Ethan Bindernagel
City Manager
Business License #
APPROVED AS TO FORM: ATTEST:
_________________________
Janet E. Coleson, City Attorney City Clerk
Exhibit A: Scope of Work
Exhibit B: Certificate of Exemption from Workers’ Compensation Revised 11/11/22
CTR-047008
Steve Benjamin, EVP
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Proposal Prepared For
44911 Industrial Drive
Fremont, CA 94538
(510) 344-5618
Fax: (925) 551-7630
www.avispl.com
City of Pleasant Hill
Pleasant Hill - Microphones for Council Chambers
[email protected]
Prepared by: Bill McClain
Proposal no: 460871-2
AVI-SPL LLC
Proposal #: 460871-2 Contract #: OMNIA_R201201 1 | P a g e Exhibit A
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Audio Visual Innovations Inc. and Signal Perfection Ltd are wholly owned subsidiaries of AVI-SPL, Inc. This Entire Document and all information (including drawings, specifications and designs) presented by any subsidiary are the property of AVI-SPL Inc. Proprietary information provided to potential customers, clients or agents is for the sole purpose of demonstrating solutions delivery capabilities and shall be held in confidence.
These Materials may not be copied, distributed or disclosed in any way without the sole written permission of an authorized representative of AVI-SPL. © Copyright AVI-SPL. All Rights Reserved (V1.1)
AVI-SPL SOLUTION SCOPE OF WORK
After careful and deliberate consideration of your requirements, we are pleased to provide the following audiovisual solutions Scope of Work. The scope of work noted is based on sound engineering principles, reliable technology, and have been formulated specifically to meet your requirements.
Project Overview
The purpose of this project is to provide the following scope for City of Pleasant Hill, Council Chambers, 100 Gregory Lane, Pleasant Hill, CA 94523.
Narrative
The City of Pleasant Hill Council Chambers system will have the following updates:
• 2 Handheld Transmitters, 1 Lavalier and Receivers
• Antenna Distribution System
• 2 Charging Stations with 1 Power Supply
• 3 Batteries
Assumptions and Dependencies
• It is assumed that the work set forth in this scope shall be performed during regular business hours, deemed for the purposes of this scope to be Monday through Friday, from 7AM to 5PM. Requests for work to be performed after hours or other premium time will require a change order for additional funding. • It is assumed that the work set forth in this scope shall be performed in contiguous fashion on consecutive days and with full access to the site of installation. Any redeployment of resources, made necessary by lack of site availability for any reason, will result in additional charges and must be funded by a change order. • The execution of the scope set forth below is dependent upon the readiness of the site. Any tenant improvements, relocation of other assets (furniture, OFE hardware no used in this design, etc.), new construction, or repair, must be completed by the first scheduled day of installation. Redeployment of resources due to lack of site readiness shall result in additional charges via a change order. • It is assumed that the installation team will have unlimited access to the site of installation during the period of installation. AVI-SPL is dependent upon the customer for access and accommodations including entry to the facility, entry to the room(s) of installation, escorting (where required by the customer’s protocols), security during the period of installation, and access to ancillary rooms (IDF, storage rooms, etc.) • AVI-SPL will not provide Display Backing, Acoustic Ceiling Tiles, Electrical Conduit, Electrical Back boxes, paint, millwork, furniture, structural engineering, ceiling structure Scope of Work:
Council Chambers Wireless Microphones
• AVI-SPL will provide and install (3) new Wireless Microphone Receivers for use in the Council Chambers.
AVI-SPL LLC
Proposal #: 460871-2 Contract #: OMNIA_R201201 2 | P a g e
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Audio Visual Innovations Inc. and Signal Perfection Ltd are wholly owned subsidiaries of AVI-SPL, Inc. This Entire Document and all information (including drawings, specifications and designs) presented by any subsidiary are the property of AVI-SPL Inc. Proprietary information provided to potential customers, clients or agents is for the sole purpose of demonstrating solutions delivery capabilities and shall be held in confidence.
These Materials may not be copied, distributed or disclosed in any way without the sole written permission of an authorized representative of AVI-SPL. © Copyright AVI-SPL. All Rights Reserved (V1.1) o AVI-SPL will provide and install the following:
▪ 2 Handheld Transmitters
▪ 1 Bodypack Transmitter with Lavalier Microphone
▪ 3 New Batteries
▪ 2 Charging Stations with 1 Power Supply
• Each Charging Base will charge 2 Batteries or 2 Transmitters of either type. • A total of 4 devices can be charged at a time.
▪ AVI-SPL will install new charging bases and pair the new wireless transmitters to the ULXD Receivers.
• NOTE: The Shure LX Wireless systems that are existing are End of Life (EOL) and no longer supported to the manufacturer. WE have been informed by the customer that the wireless microphone transmitters have a signal drop in the room.
• AVI-SPL will provide and install an antenna distribution system to remotely mount the antennas. o (2) Wall Mount Antennas will be installed on the back wall of the Council Chambers. o NOTE: cable pathway from the Rack Room behind the video wall will be provided by the Owner. o AVI-SPL will provide cabling and connectivity from the antenna distribution unit to the remote antennas.
AVI-SPL LLC
Proposal #: 460871-2 Contract #: OMNIA_R201201 3 | P a g e
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* ANY and all applicable taxes will be included upon invoicing Investment Summary
City of Pleasant Hill
100 Gregory Lane
Pleasant Hill, CA 94523-3381
Valid Until: 10/06/2024
Proposal #: 460871-2
Date Prepared: 09/05/2024
Prepared For: Ling King Prepared By: Bill McClain
Total $17,126.74
Tax $679.13
Subtotal $16,447.61
Purchase orders should be addressed to AVI-SPL LLC
Due to global semiconductor ("chip") shortages and supply chain disruptions pricing quoted in this proposal may change.
Installation schedules are subject to current (daily) product availability and may be delayed or postponed.
Total Equipment Cost $7,045.72
Includes cable, connectors, hardware, switches, relays, terminal blocks, panels, etc., to ensure complete and operational system
Professional Integration Services $8,309.96
Includes engineering, project management, CAD, on-site installation and wiring, coordination and supervision, testing, checkout, owner training, etc. performed on the Owner's premises. Also includes all fabrication, modification, assembly, rack wiring, programming, warranties, etc., some performed at AVI-SPL Direct Costs $202.35
Includes non equipment or labor costs, such as travel expenses, per diem, lift and vehicle rentals General & Administrative $889.58
Includes all G & A expenses: vehicle mileage, shipping and insurance, as applicable This Entire Document and all information (including drawings, specifications and designs) presented by AVI-SPL LLC are the property of AVI-SPL LLC or its affiliate. Proprietary information provided to potential customers, clients or agents is for the sole purpose of demonstrating solutions delivery capabilities and shall be held in confidence. These Materials may not be copied, distributed or disclosed in any way without the sole written permission of an authorized representative of AVI-SPL. © Copyright AVI-SPL LLC. All Rights Reserved
AVI-SPL LLC
Proposal #: 460871-2 Contract #: OMNIA_R201201 8 | P a g e
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Equipment List
Room Support and Maintenance
Room Summary - Council Chambers - Wireless Mic Replacement Warranty; 3-months $0.00
Mfg Model Description Qty Unit Price Extended Price
Wireless Replacement
SHURE SHUULXD4G50 SINGLE DIGITAL WIRELESS RECEIVER W/PS41US 3 $2,535.75 PWR SUP, 1/2 WAVE
$845.25
SHURE SHUULXD2SM58G50 SYSTEM, WIRELESS W/ULXD2 HANDHELD SM58 2 $913.54 MIC
$456.77
SHURE SHUULXD1G50 DIGITAL WIRELESS BODYPACK TRANSMITTER 1 $425.25 W/MINI 4-PIN CONNECTOR
$425.25
SHURE SHUMX185 MICROPHONE, WIRED LAVALIER CARDIOID 1 $184.50 $184.50 SHURE SHUUA844SWB ANTENNA & POWER DISTRIBUTION SYSTEM 1 $460.50 $460.50 SHURE SHUUA864US ANTENNA, WALL/CEILING MOUNTABLE & 2 $726.00 PAINTABLE (470-698 MHZ)
$363.00
SHURE SHUSB900B BATTERY, RECHARGABLE LITHIUM-ION 3 $94.50 $283.50 SHURE SHUSBC200US DUAL DOCKING CHARGER W/POWER SUPPLY 1 $216.75 $216.75 SHURE SHUSBC200 DUAL DOCKING CHARGER W/OUT POWER 1 $156.75 SUPPLY
$156.75
SHURE SHUUA8100 CABLE, 100' UHF ANTENNA 2 $207.00 $414.00 SHURE SHUUA506 RACKMOUNT KIT FOR SINGLE ULX RECEIVER 1 $20.25 $20.25 SHURE SHUUA507 RACKMOUNT KIT FOR DUAL ULX RECEIVERS 1 $20.25 $20.25 Subtotal $6,357.04
This Entire Document and all information (including drawings, specifications and designs) presented by AVI-SPL LLC are the property of AVI-SPL LLC or its affiliate. Proprietary information provided to potential customers, clients or agents is for the sole purpose of demonstrating solutions delivery capabilities and shall be held in confidence. These Materials may not be copied, distributed or disclosed in any way without the sole written permission of an authorized representative of AVI-SPL. © Copyright AVI-SPL LLC. All Rights Reserved
AVI-SPL LLC
Proposal #: 460871-2 Contract #: OMNIA_R201201 10 | P a g e
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Exhibit B
CERTIFICATE OF EXEMPTION FROM WORKERS' COMPENSATION INSURANCE I hereby certify that in the performance of the work for which this Agreement is entered into, I shall not employ any person in any manner so as to become subject to the Workers' Compensation Laws of the State of California.
Executed on this _____ day of _________________, 20___, at ________________, California. _________________________________
[Add Consultant's name and title]
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CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: ADOPT RESOLUTION NO. ___-24 ACCEPTING BID AND AWARDING
THE CONSTRUCTION CONTRACT FOR THE CITY HALL/PUBLIC
SERVICES CENTER & COMMUNITY CENTER EMERGENCY
GENERATOR INSTALLATION PROJECT NO. 03-24 AND AUTHORIZE
THE CITY MANAGER TO EXECUTE A CONSTRUCTION CONTRACT
WITH CD & POWER; AND ALLOCATE AN ADDITIONAL $115,440.53
IN AVAILABLE FUNDING
SYNOPSIS
The City Hall/Public Services Center (PSC) & Community Center Emergency Generator Installation Project No. 03-24 provides for backup electrical power systems at City Hall, the PSC, and the Recreation and Parks District’s (District) Community Center buildings. The purpose of this item is to consider the acceptance of the lowest responsive, responsible bid from CD & Power for the project and to seek authorization to award the construction contract.
DISCUSSION
Background
The City Hall/PSC & Community Center Emergency Generator Installation Project, identified in the approved Capital Improvement Plan Fiscal Year 2022 – 2027 (CIP), will install a new emergency generator at City Hall, and a second, shared emergency generator for the PSC and Community Center. The cost of the shared generator at the PSC and Community Center will be split equally between the City and the District.
These generators will provide backup power to City Hall, the PSC and the Community Center during power outages. The City and/or the District may need to activate the Emergency Response system during power outages caused by an earthquake or a major weather event. This project will provide a backup electrical power system for all three buildings and allow staff from both agencies to respond to an emergency situation in a more safe and efficient manner. Power for the backup generator could be maintained for a week or longer, depending on fuel deliveries required to power the generator.
On October 7, 2024, the City Council approved Resolution No. 68-24, authorizing a Memorandum
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of Understanding with the District to finance its portion of the project at 0% interest over three years, beginning in Fiscal Year 2024/25 and ending in Fiscal Year 2026/27. If the District’s Bond Measure S (on November 5, 2024 ballot) is successful, the District shall pay the entire balance due the City within 30 days of the first Bond Series being sold.
Environmental Review
The Zoning Administrator has determined that the City Hall/PSC & Community Center Emergency Generator Installation Project No. 03-24 is categorically exempt from environmental review.
Analysis
Staff issued a Request for Proposals (RFP) on August 26, 2024, to four qualified contractors known to complete these types of projects: North American Power & Controls; Alpine Power Systems; PowerGen; and CD & Power. In response, only CD & Power submitted a complete project proposal for the City’s consideration by the September 26, 2024 deadline.
In order to ensure a quality project for the City, staff reviewed CD & Power’s proposal and conducted an oral interview with the firm’s owner. CD & Power was evaluated based on the following evaluation criteria: qualification of the project team, project understanding, and ability to meet the project schedule. In addition, CD & Power has successfully installed the small emergency generator that supplies temporary power to the server room at City Hall, as well as the emergency generator utilized at the Police Department. Under a separate contract, CD & Power has serviced and maintained both of these generators for the last several years. Staff believes that CD & Power has the expertise and professional competency that will result in a successful project delivery within the project schedule and budget.
A review of CD & Power’s bid proposal has revealed a fair and balanced bid, in line with current construction costs for this type of work. The approved budget amount identified in the FY 2022- 2027 CIP for the project is $755,260, and CD & Power’s bid is $829,238.60 (See Exhibit A), which is $73,978.60 (9.7%) higher than the approved budget. It is reasonable to include a construction contingency of five percent, or $41,462.00, which is typical for a construction project of this type.
Staff does not believe that rebidding the project will result in lower bid prices; therefore staff is requesting an additional allocation of $115,440.53 in available Capital Project Funds to award and construct the Project.
FISCAL IMPACT
The total construction cost, including contingency, is $870,700.53, and the project is funded by American Rescue Plan Funds, Capital Project Funds, and a loan from the General Fund for the District’s portion. The Finance Division has confirmed that sufficient funds are available for the construction of this project. The District will repay the City $240,000 for its fair share cost of the project (50% of the shared generator). The corresponding ARPA funds identified in the CIP for this project will be returned to the ARPA fund for use on other authorized projects.
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The following tables outline the project expenses and funding:
Funding Sources Projected Expenses
ARPA $515,260.00 Construction Contract $829,238.60
Rec and Park Loan $240,000.00 Contingency (5%) $ 41,462.00 Capital Project Fund $115,440.53 __________________________________ Total $870,700.53 Total $870,700.53
PUBLIC CONTACT
Public contact was made through posting of the City Council agenda on the City’s official notice bulletin board, at the Pleasant Hill Senior Center, and at the Pleasant Hill Police Department.
The agenda and staff report are posted on the City’s web page.
RECOMMENDED CITY COUNCIL ACTION
Adopt a resolution to accept the bid and award a construction contract for the City Hall/Public Services Center and Community Center Emergency Generator Installation Project No. 03-24, authorize the City Manager to execute a construction contract with CD & Power, and authorize the allocation of an additional $115,440.53 of Capital Project Funds.
ALTERNATIVES TO RECOMMENDED ACTION
Decline to award the Project and provide direction to staff.
ATTACHMENT(S):
Proposed Resolution
Agreement
Exhibit A
Prepared by: Ann James, Public Works Director
Reviewed by: Erick Cheung, Finance Manager
Approved by: Ethan Bindernagel, City Manager
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Exhibit A
400kW COMMUNITY CENTER SOW COST
400kW Diesel Generator with outdoor enclosure
and sub base fuel tank $139,250.00
Automatic Transfer Switch x2 $17,515.00
Electrical Scope $160,000.00
Civil (Trench for electrical, concrete pad and
fence) $114,000.00
Crane off load and set $6,200.00
Installation labor $12,660.00
On site fuel tank pressure testing $2,400.00
Factory Commissioning and Testing with
warranty submission $4,250.00
Engineering / Construction Drawings /
Permitting / Air Quality Permitting $18,173.00
Fuel fill $5,552.00
Total excluding any taxes or freight $480,000.00
100kW CITY HALL SOW COST
100kW Diesel Generator with outdoor enclosure
and sub base fuel tank $63,034.60
Automatic Transfer Switch $9,166.00
Electrical Scope $111,000.00
Civil (Trench for electrical, concrete pad and
fence) $79,000.00
Crane off load and set $9,600.00
Installation labor $14,660.00
On site fuel tank pressure testing $2,400.00
Factory Commissioning and Testing with
warranty submission $4,250.00
Engineering / Construction Drawings /
Permitting / Air Quality Permitting $50,577.00
Fuel fill $5,552.00
Total excluding any taxes or freight $349,239.60
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RESOLUTION NO. -24
ACCEPT BID AND AWARD THE CONSTRUCTION CONTRACT FOR THE CITY
HALL/PUBLIC SERVICES CENTER & COMMUNITY CENTER EMERGENCY GENERATOR INSTALLATION PROJECT NO. 03-24 AND AUTHORIZE THE CITY MANAGER TO EXECUTE A CONSTRUCTION CONTRACT WITH CD & POWER; AND ALLOCATE AN ADDITIONAL $115,440.53 IN AVAILABLE FUNDING
RECITALS
WHEREAS, the City of Pleasant Hill (“City”) requires the following construction services (the “Services”): design, construction, and installation of two emergency generators at City Hall and the Public Services Center/Community Center in accordance with the City Hall/Public Services Center & Community Center Emergency Generator Installation Project No. 03-24 (the “Project”); and
WHEREAS, City staff analysis has determined that, owing to the unique nature of the Project and the lack of an adequate market for the services required for the Project, competitive bidding would work an incongruity and be unavailing as affecting the final result, and further not produce any advantage, and further it would be practically impossible to obtain what is required and to observe such form (collectively, the “Staff Findings”); and WHEREAS, City staff determined in light of the Staff Findings that requesting statements of qualifications and proposals from qualified firms would most effectively address the deficiencies identified Staff Findings, and as set forth in the solicitation documents on file with the City and incorporated by reference as if fully set forth herein (“Solicitation Documents”) requested said qualifications and proposals from all firms it could identify as potential qualified proposers (the “Alternative Procedure”); and
WHEREAS, in response to the Solicitation Documents, the City obtained proposals set forth in Exhibit A (each, a “Proposal”, and collectively, the “Proposals); and WHEREAS, City staff has determined the Proposal of CD & Power (“Contractor’s Proposal”) is the most advantageous to City with price and all other relevant factors considered; and
WHEREAS, as stated in Mike Moore's 24-Hour Towing v. City of San Diego (1996) 45 Cal.App.4th 1294, 1303, “[a] public entity's award of a contract, and all of the acts leading up to the award, are legislative in character. [T]he letting of contracts by a governmental entity necessarily requires an exercise of discretion guided by consideration of the public welfare[]”; and WHEREAS, the City is empowered to award a contract that would otherwise require competitive bidding without competitive bidding “where competitive proposals work an incongruity and are unavailing as affecting the final result, or where competitive proposals do not produce any advantage, or where it is practically impossible to obtain what is required and to observe such form, competitive bidding is not applicable.” (Graydon v. Pasadena Redevelopment
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Agency (1980) 104 Cal.App. 3d 631, 636); and
WHEREAS, the City has entered into a Memorandum of Understanding with the Recreation and Park District in which the Recreation and Park District will contribute their fair share of the cost of the project ($240,000).
NOW THEREFORE, BE IT RESOLVED, by the City Council of the City of Pleasant Hill that:
1. The City Council adopts the Staff Findings as its own.
2. In light of the Alternative Procedure, competitive bidding is not required because it would work an incongruity, would be unavailing as affecting the final result, and would not produce any advantage; and
3. The CD & Power bid of $829,238.60 is found to be a responsive, responsible bid and is accepted by the City Council at the lump sum set forth in the bid. This bid is on file in the Maintenance Division and incorporated herein by this reference as though set forth in full.
4. A total project construction budget of $870,700.53, which includes the base bid price of $829,238.60, and project contingency funds in the amount of $41,462 (5% of base bid), is authorized by the City Council at the unit prices set forth in CD & Power’s bid.
5. The City Manager is authorized to execute a construction contract with CD & Power in an amount not to exceed $829,238.60, consistent with the Contractor’s Proposal and Solicitation Documents (the “Proposed Contract”), subject to minor revisions, if any, approved by the City Manager and City Attorney to comply with applicable law or otherwise ensure that the City contracts for the Project on clear, unambiguous terms that are in the best interest of the City.
6. The City Council approves an additional allocation of $115,440.53 in available Capital Project Funds for the City Hall/Public Services Center & Community Center Emergency Generator Installation Project.
ADOPTED by the City Council of the City of Pleasant Hill at a regular meeting held on the 4th day of November, 2024, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________________
MATTHEW RINN, Mayor
ATTEST:
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Lyone Conner, City Clerk
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AGREEMENT
THIS AGREEMENT is entered into this day of ______, 2024, by and between the City of Pleasant Hill ("City"), and CD & Power("Contractor").
WHEREAS, the City of Pleasant Hill called for bids to have work performed for the City of Pleasant Hill No. PSC-01-23 ("Project"); and
WHEREAS, the City Manager, under the powers authorized by the City Council in Resolution No. ___ accepts the lowest responsible bid by Contractor for the base bid sum amount of $829,239.60.
NOW, THEREFORE, City and Contractor agree as follows:
1. SCOPE OF SERVICES: Contractor will, in a workerlike manner, faithfully and fully perform the work as set forth in the plans and specifications for THE CITY
HALL/PUBLIC SERVICES CENTER & COMMUNITY CENTER EMERGENCY GENERATOR PROJECT and furnish all materials and labor, services and transportation necessary, convenient and proper; all strictly in accordance with the plans, drawings, and specifications.
2. INDEMNIFICATION: Contractor agrees to defend, indemnify and hold harmless the City, its officers, agents, and employees from all claims, demands, suits, losses, damages, injuries, and liability, direct or indirect including any and all costs and expenses in connection therewith, incurred by reason of any acts, errors, or omissions of Contractor, whether negligent or intentional, under or in connection with this Agreement. Contractor further agrees to defend the City, its officers, agents, and employees at its own cost, expense, and risk, and to pay and satisfy any resulting judgments. This indemnification provision shall not extend to any claim arising out of the active negligence, sole negligence, or willful misconduct of the City, its officers, agents, or employees.
3. INSURANCE: Contractor at its own cost and expense shall procure and maintain, for the duration of the contract, the following insurance policies with insurers possessing a Best's rating of no less than A:VII:
a. Worker's Compensation Coverage. Contractor shall maintain Worker's Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Contractor shall require each subcontractor to similarly maintain Worker's Compensation insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Worker's Compensation policies must be received by the City at least thirty (30) days prior to such change. b. General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than two million dollars
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($2,000,000) per occurrence for bodily injury, personal injury, and property damage. If a commercial liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this agreement or the general aggregate limit shall be at least twice the required occurrence limit.
c. Automobile Liability Coverage. Contractor shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired, and non-owned vehicles, in an amount of not less than two million dollars ($2,000,000) combined single limit for each.
d. Policy Endorsements. Each general liability and automobile liability insurance policy shall be endorsed to contain the following specific language:
1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Contractor, including materials, parts or equipment furnished in connection with such work or operations. Coverage shall not extend to any indemnity coverage for the active negligence of the additional insured in any case where an agreement to indemnify the additional insured would be invalid under Civil Code section 2782(b).
2. This policy shall be considered primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it.
3. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
4. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents.
5. Any explosion, collapse, and underground property damage exclusion must be deleted.
6. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, employees, agents or volunteers.
7. The insurance provided by this policy shall not be suspended,
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voided, canceled or reduced in coverage except after thirty (30) days written notice has been received by the City.
e. Deductibles and Self-Insured Retentions Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Contractor shall demonstrate financial capability for payment of such deductibles and self-insured retentions.
f. Certificates of Insurance and Endorsements. Contractor shall provide certificates and endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.
g. Subcontractors. The Contractor shall either include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. The coverage for subcontractors is subject to all of the requirements for contractors as stated herein.
h. Umbrella Coverage. To the extent Consultant’s insurance obligations under this Agreement are met, in whole or in part, through the procurement of umbrella or excess insurance coverage, Consultant agrees to maintain said policy for the term of this Agreement. The insurance provided by any such policy shall not be suspended, voided, canceled or reduced in coverage except after thirty (30) days written notice has been received by the City.
4. PREFERENCE FOR LOCAL MATERIALS AND LABOR: The City desires to promote the industries and advantages of the City, and it is agreed that the Contractor in the construction of the work shall use products manufactured or produced by firms located within the City limits, and workers, laborers and mechanics located within the City limits in every case where price, fitness and quality are equal to that item of work specified in the Special Provisions.
5. NON-ASSIGNABILITY: Neither this Agreement, nor any part of it, nor any monies due or to become due hereunder, may be assigned by the Contractor without the consent and approval of the City, nor in any event without the consent and approval of the Contractor's surety, unless the surety waives its rights to notice of assignment.
6. BONDS: Contractors shall furnish and deliver the bonds as follows:
a. Faithful Performance Bond : 100% of contract price for the faithful performance by the Contractor of this Agreement. b. Labor and Materials Bond: 100% of the contract price for the payment of Labor and Materials by the Contractor of this Agreement.
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c. Maintenance Bond: 10% of the contract price for the one-year maintenance period.
Bonds shall be on the forms prescribed for use and attached to this Agreement or on an approved alternate form with a surety approved by the City. The insured's carrier shall be registered with the State of California Department of Insurance.
7. INDEPENDENT CONTRACTOR: Contractor is an independent contractor and not an employee or agent of the City and has no authority to contract or enter into any other agreement in the name of the City. Contractor has, and hereby retains, full control over the employment, direction, compensation and discharge of all persons employed by contractor who are assisting in the performance of services under this Agreement. Contractor shall be fully responsible for all matters relating to the payment of its employees, including compliance with Social Security, withholding tax and all other laws and regulations governing such matters.
Contractor shall be responsible for its own acts and those of its subcontractors, agents and employees during the term of this Agreement.
8. ATTORNEY'S FEES AND COSTS: If either party brings any action or proceeding (including arbitration) to enforce, protect, or establish any right or remedy under this Agreement, the prevailing party shall be entitled to receive reasonable court costs and attorney's fees.
9. MISCELLANEOUS:
a. Contractor warrants that it can perform the work set forth in the design build RFP at the price set forth in Contractor's bid, a copy of which is attached as Exhibit "A." b. Contractor further warrants that it has thoroughly reviewed the design build RFP for the project and no mistake was made in the submittal of its bid based on the provided information.
c. Contractor further agrees to hold the City harmless from liability and indemnify it from any type of cost and liability that may result from Contractor's mistake in its bid based on the provided information in the RFP.
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IN WITNESS WHEREOF, the parties have executed this Agreement on the date first written above.
CITY OF PLEASANT HILL, a CONTRACTOR:
Municipal Corporation of CD & Power
the State of California DBA: GOT Power Inc
By:________________________ By: Mike Sartorio
Ethan Bindernagel Mike Sartorio
CITY MANAGER Title: Business Development Manager
Contractor's License No. 757162
Expiration: 12/31/2025
Classification: C-10 A
Business License No. 39790
ATTEST:
__________________________
Lyone Conner, CITY CLERK
APPROVED AS TO FORM:
___________________________
Janet E. Coleson
CITY ATTORNEY
Attachments Exhibit A - Contractor's Bid Proposal
Exhibit B - Bond for Faithful Performance
Exhibit C - Bond for Labor, Maintenance and Materials
Exhibit D - Insurance Certificates
T:\PSC\Emergency Generator\AGREEMENT.docx
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CITY COUNCIL STAFF REPORT
Meeting Date: November 04, 2024
TO: THE HONORABLE MAYOR AND CITY COUNCILMEMBERS
SUBJECT: STUDY SESSION TO REVIEW A PRELIMINARY DRAFT OF THE COMPREHENSIVE UPDATE TO THE CITY’S ZONING ORDINANCE
(PHMC TITLE 18). THE PROPOSED COMPREHENSIVE UPDATE TO
THE ZONING ORDINANCE IS NECESSARY TO IMPLEMENT THE
GOALS, POLICIES AND PROGRAMS OF THE RECENTLY ADOPTED
2040 GENERAL PLAN AND 2023-2031 HOUSING ELEMENT, AS WELL
AS TO ADDRESS COMPLIANCE WITH STATE LAW, AND CLARIFY
AND STREAMLINE EXISTING PROCESSES.
SYNOPSIS
The City Council is requested to provide preliminary feedback on a comprehensive update to the City’s Zoning Ordinance (PHMC Title 18), which includes all Parts as follows:
• Part 1 – Enactment and Applicability
• Part 2 – Zoning District Regulations and Development Standards • Part 3 – Regulations Applicable to all Zoning Districts • Part 4 – Permit and Entitlement Processing Procedures • Part 5 – Zoning Ordinance Administration
• Part 6 – Definitions and Land Use Classifications
The proposed comprehensive update is necessary to implement the goals, policies and programs of the recently adopted 2040 General Plan and 2023-2031 Housing Element, as well as to address compliance with State law, and clarify and streamline existing processes. The proposed comprehensive update includes comments from the Planning Commission and the public from three previous Planning Commission Study Sessions on June 25, 2024, August 27, 2024, and October 8, 2024.
DISCUSSION
Background
General Plan: The City adopted the 2040 General Plan (“General Plan”) on May 18, 2023. The General Plan is a long-range planning document that guides decision-making and establishes rules and standards for future development and improvements citywide. The General Plan included
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several implementation programs which outline necessary amendments to the City’s Zoning Ordinance.
Housing Element: The City also adopted the 6th Cycle Housing Element for 2023-2031 on May 18, 2023 (certified by the State on November 22, 2023). Like the General Plan, the Housing Element also included several implementation programs which outline necessary amendments to the City’s Zoning Ordinance.
Multi-Family and Mixed-Use Zoning Ordinance Update: On January 8, 2024, the Pleasant Hill City Council adopted Ordinance No. 967 approving the rezoning of Housing Opportunity Sites identified in the 2023-2031 Housing Element, as well as Zoning Ordinance amendments to residential land use and development standards (Chapter 18.20) and introduced new mixed-use district standards (Chapter 18.22), as well as related changes to other sections of the Ordinance.
Miscellaneous Zoning Ordinance Update: On October 7, 2024, the City Council adopted Ordinance No. 970 amending various portions of the Zoning Ordinance that were determined to be necessary to comply with State law and to clarify and streamline existing processes. The processing of these specific amendments prior to completion of the Comprehensive Zoning Ordinance update ensures that the City’s Zoning Ordinance remains in compliance with required regulations. The ordinance will go into effect on November 6, 2024, at which point the approved changes will be incorporated into the comprehensive zoning ordinance update.
Comprehensive Zoning Ordinance Update Study Sessions: The Planning Commission has conducted three Study Sessions on the comprehensive zoning ordinance update (June 25, 2024, August 27, 2024, and October 7, 2024). Comments from all three study session have been incorporated in the Preliminary Draft Ordinance. Staff Reports from each Study Session have been attached for reference (Attachments N, O, and P).
Public Comment Received To Date: A total of 27 written public comments have been received to date (Attachment Q), and a total of six members of the public spoke between the three Study Sessions.
Analysis
Staff has provided an overview of the substantive modifications for Council review and feedback in the sections below. Modifications also include providing increased clarity and readability of the ordinance (including language choice and streamlining text where appropriate) and rearranging sections of the ordinance to avoid repetitive statements or relocating them into more logical locations of the ordinance. Staff has also provided (Attachment A), a list of proposed ordinance modifications that are not limited by State Law and allows City Council greater flexibility for additional modifications.
1. Enactment and Applicability (Proposed Part 1)
Part 1 of the proposed Zoning Ordinance includes chapters related to Purpose and Organization (Chapter 18.05), and Applicability and Interpretation (Chapter 18.10), of
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the Ordinance. Part 1 includes a revised “Organization of the Zoning Ordinance” (Chapter 18.05.030) section that reflects a proposed Ordinance outline.
The changes proposed to this Part are primarily minor in nature to clarify and refine the City’s existing provisions.
2. Zoning District Regulations and Development Standards (Proposed Part 2) Part 2 of the proposed Zoning Ordinance will include all zoning district regulations and development standards for the following districts:
• Residential
• Mixed-Use
• Commercial, Office, and Industrial
• Planned Unit Development (PUD) and Precise Plan Districts (PPD) • Hillside Planned Unit Development (HPUD)
• Overlay Districts
• Parks and Recreation Zoning District
• Open Space Zoning District
General Modifications: All zoning district regulations and development standard language has been updated and organized for clarity. Specifically, the land use table for each zone has been updated to clarify that permitted uses require approval of a zoning permit. Additionally, the new land uses (employee housing, mobile/manufactured housing, single-family attached, and Places of Assembly), have been incorporated into the land use tables.
Residential Zoning Districts: Amendments are proposed to the residential zoning districts chapter to ensure these provisions comply with the recent General Plan update.
Specifically, the summary of residential zoning districts has been updated with the new corresponding General Plan densities. As a result, the minimum lot area of the R-6 zone has increased from 6,000 square feet to 6,313 square feet to comply with the new General Plan density range of the Single-Family High Density land use designation.
A more substantial change to the residential land use regulations (Table 18.15-1) is the introduction of multi-family development within single-family zones. Two-unit (duplex) developments are already permitted under the two-unit provisions of Senate Bill 9 (SB 9).
Staff is proposing to allow three-unit and four-unit multi-family developments within the single-family zone, with approval of a conditional use permit (two-unit developments are already permitted, subject to SB 9 provisions). This amendment is in response to the following Housing Element Implementation Programs:
• HEIP I: Variety of Housing Types in Low Density Areas - The City shall encourage alternative housing types such as duplexes, small-lot developments, small unit sizes, and single-family attached units in low density higher resource single-family zones
• HEIP R: Missing Middle Housing - The City shall review and amend the General Plan and zoning code and applicable development standards to encourage and
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promote a mix of dwelling types and sizes, specifically missing middle-density housing types (e.g., triplexes, courtyard buildings, townhomes, live/work) to create a diversity of housing types and densities and increase the availability of affordable housing to reduce displacement risk for residents overpaying for housing.
Large residential care facilities are proposed to be permitted in single-family zones upon approval of a conditional use permit, and to comply with state law, emergency shelters are also proposed to be permitted by right in the Mixed-Use Vey High Density zone.
Finally, employee housing, a new proposed use classification, is also proposed to be a permitted use in all residential zones, in compliance with state law.
All changes are being proposed to comply with the General Plan and Housing Element Implementation Program O (Municipal Code Updates), which requires the City to amend the code and define and permit such uses, as proposed.
Residential Development Standards: Staff is proposing minor changes to the development standards for residential uses, including increasing the maximum building height from 50 feet to 75 feet for the Multi-Family Very High Density zone, and increasing the maximum lot coverage standard from 40 percent to 50 percent for the multi-family very low and multi-family low density zones. These changes are to better accommodate projects that have this level of density. Staff is also proposing to add clarity to several “additional development standards” such as stepback provisions and open space requirements to improve usability.
These changes are being proposed to facilitate development that is consistent with goals and policies of the General Plan and Housing Element.
Mangini Delu Residential Zones: Two new residential zoning districts are proposed to implement the Mangini Delu Residential General Plan land use designation - Mangini Delu Residential-East (RMD-East) and Mangini Delu Residential-West (RMD-West).
RMD-East designation is intended for lower intensity development adjacent to the existing single-family residential neighborhood and allows multi-family development with a maximum of four units and a density range of 4.6 to 13 dwelling units an acre per the General Plan. RMD-West allows for higher intensity development, still within the 4.6 to 13 dwelling unit per acre density range established by the General Plan. The development standards for each zone have also been updated to reflect the intended development intensity. However, as referenced in the summary of each district, a master plan must be established prior to any development within the RMD-East and/or RMDWest zones.
Scenic Route Setback: Additionally, the scenic route setback has been modified from 50 feet to 25 feet for all residential zones, in large part as a 50-foot setback significantly limits use of private yard usability. Thus, a 25-foot setback still provides scenic setback protections while providing private property owner greater flexibility in use of private property.
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Density Bonus: The exiting Density Bonus section of the ordinance has been revised and simplified. The proposed language establishes a general framework for Density Bonus projects and refers to the applicable California Government Code section for details and specific requirements. Staff is proposing to restructure the section in this manner to ensure continued compliance with the frequent updates to Density Bonus provisions at the state level.
Mixed-Use Districts: Since this section was recently adopted at the beginning of this year, only minimal changes are proposed. Staff is proposing to increase the proposed building heights for the mixed-use zones to ensure the envisioned densities can be achieved.
Commercial, Office, and Industrial Zoning Districts: The amendments proposed to the Commercial, Office, and Industrial zones are primarily to provide clarity. Specifically, the additional development standards were modified to clarify when certain standards are required in commercial districts adjacent to residential zones/uses. Minimal substantive changes to content are being proposed.
Park and Recreation Zoning District: A new “Park and Recreation” zoning district (REC) is being introduced, which will apply to all Pleasant Hill Recreation and Park District (PHRPD)-owned properties. Many of these properties are currently zoned Single-Family Residential. The new Park and Recreation Zoning District focuses on the preservation and support of these facilities. The proposed development standards still mirror those within the Single-Family Residential District to ensure development is compatible with the surrounding residential neighborhoods. The allowable land uses within this proposed zoning district have been limited to only those related to parks and recreation facilities.
City review of development and activity within this zoning district has been divided into three separate tiers of review as follows:
1. Exempt Activities: Tree removals (including protected trees), and routine maintenance and repair of parks and facilities that do not include an expansion of floor area.
2. Activities Requiring a Zoning Permit: All projects and activities which otherwise comply with the permitted land uses and development standards. This includes new facilities and parks, or alterations to existing facilities that include an expansion of floor area. The Zoning Permit would be reviewed administratively at Staff level, would not require any Public Hearings, and could not be appealed. However, these projects and activities would be subject to building and/or grading permit processes, as applicable.
3. Activities requiring Other Entitlements: Any activity or development that does not comply with the proposed development standards would be required to obtain a Development Plan, Architectural Review, and/or Use Permit (including any other permits). These entitlements would be subject to the City’s standard discretionary review process. Additionally, any map-related activities, such as subdivisions or lot
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line adjustments, would be subject to the Subdivision Map Act and City processes and procedures.
Currently, PHRPD development is processed and reviewed in the same manner as any private development proposal. The proposed amendment would streamline the process for certain PHRPD projects by not requiring a second public review process with the City. The PHRPD has an elected Board of Directors, and has its own public review process; thus, the opportunity for the public to provide input on those projects would remain if this amendment were adopted. However, the proposed amendment would still allow for City review of certain projects, primarily if the proposal were to exceed established development standards.
Open Space Zoning District: A new Open Space zoning district (OS) is also being introduced to implement the Open Space land use designation in the General Plan. The new Open Space zone is intended to protect natural resources and maintain the landscape’s natural character. Land use and development is limited to habitat conservation, watershed protection, and cultural and historic resource protection.
3. Regulations Applicable to all Zoning Districts (Proposed Part 3) Part 3 of the proposed Zoning Ordinance includes general provisions that apply to all zoning districts as follows:
• General Site and Development Standards
• Adult Businesses
• Cannabis
• Creek Setbacks
• Fences, Walls, and Screening
• Off-Street Parking and Loading
• Performance Standards
• Signs
• Tree Preservation
• Water-Efficient Landscaping
• Wireless Telecommunications
General Modifications: This section of the Ordinance has been expanded to include separate Chapters for frequently referenced provisions such as Tree Preservation, or provisions that were currently imbedded under “Additional Site Development Regulations”, (existing Chapter 18.50) such as Creek Setbacks, and Cannabis. Some of the more substantive changes include clarifying how the City measures structure and building heights (from “existing grade” instead of “ground surface”), updating the City’s traffic safety visibility area (proposed Section 18.45.070) to rectify existing discrepancies between the City’s written provisions and associated diagrams, and re-organizing the City’s temporary sign provisions.
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Off-Street Parking and Loading Standards: Program L of the Housing Element encourages the City to consider parking reductions to encourage residential development.
Staff researched parking standards for neighboring and comparable jurisdictions (see table below) as well as Institute of Transportation Engineers (ITE) data to determine if a reduction from the City’s current parking provisions for multi-family residential development is warranted. See below:
Existing Parking Requirements for Multi-Family Uses
Pleasant Hill
(Existing)
ITE
General
Urban/Suburb
an (not close
to transit)
Martinez Concord Walnut
Creek Lafayette Foster City Hercules
Studio 1.5 spaces
1.35 per
unit
1 1 1.25 1 1
1.5 1 bedroom 1.5 spaces 1.5 1.5 1 1.5
2 bedrooms
2 spaces
2 2 1.2 2
3 bedrooms 2 2.25 1.5 2
4+
bedrooms
2 + 0.5
per add.
bdrm
2.25 1.5 2
Guest
Parking 1 per 2 units 1 per 4 units
1 per 3
units None 1 per 2 units
1 per
4 units
1 per 2
units
Based on research from neighboring and comparable jurisdictions and ITE data, Staff is currently proposing to modify or condense the following parking requirements for multifamily uses:
Proposed Parking Requirement for Multi-Family Uses in Pleasant Hill Current Proposed
Studio 1.5 spaces per unit 1.25 spaces per unit
1 bedroom 1.5 spaces per unit Unchanged
2+ bedrooms 2 spaces per unit Unchanged
Guest Parking 1 per 2 units 1 per 4 units
The proposed parking requirements represent a reduction from the current standards for Studio and Guest Parking, with 1 Bedroom and 2+ Bedrooms unchanged.
With the reductions, these changes would meet the intent of Housing Element Program L, while still mirroring requirements in comparable jurisdictions and meeting or exceeding ITE data.
Sign Provisions: Proposed modifications to the Sign Chapter (proposed Chapter 18.80) include consolidating and reorganizing sections and subsections for improved usability and adding clarity to the temporary sign regulations. Additional parameters for
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calculating sign area for freestanding signs were also incorporated (proposed Section
18.80.070).A) for clarity.
Tree Preservation: Lastly, proposed modification to the City’s Tree Preservation Chapter (proposed Chapter 18.90) include restricting the Heritage Tree Program to only include native or indigenous tree species, such as any native Oak tree, Red Alder, Bigleaf Maple, California Bay or Laurel, California Black Walnut, or California Sycamore.
4. Permit and Entitlement Processing Procedures (Proposed Part 4) Part 4 of the proposed Zoning Ordinance outlines the processing procedures for all permits and entitlements that are required by provisions of the Zoning Ordinance as follows:
• Adult Use Development Permit
• Architectural Review Permit
• Development Plan Permit
• Minor Exception
• Reasonable Accommodation
• Sign Permit
• Temporary Sign Permit
• Master Sign Program
• Use Permit
• Temporary Use Permit
• Variance
• Zoning Permit
Each Chapter includes the purpose of the entitlement of each permit, the review authority, filing and processing procedures, required findings, and lapse of approval and revocation regulations. Where applicable, associated conditions of approval are also outlined. The changes proposed to this Part are primarily minor in nature and are proposed to add clarity and refinement to the City’s existing regulations. The changes also introduce consistency in the information provided for each permit or entitlement.
Some of the more substantial changes include adding clarification for what types of single-family projects trigger Architectural Review Permits (proposed Section
18.110.010.B) and clarifying the required findings. Additionally, more clarification was added to the similarities and differences in Use Permits and Minor Use Permits (proposed Chapter 18.145).
5. Zoning Ordinance Administration (Proposed Part 5)
Part 5 of the proposed Zoning Ordinance establishes the general administrative authority and procedures for decision making of the Zoning Ordinance. This includes Chapters related to:
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• General Provisions
• Amendments – General Plan, Zoning Ordinance, and Zoning Map • Appeals and Calls for Review
• Development Agreement
• Enforcement
• Nonconforming Provisions
• Notice Requirements
General Provisions: Staff is proposing to add clarity to the review and approval authority provisions for projects with multiple discretionary permit applications, as well as the environmental review process and procedures, including relevant time frames in compliance with State Law (Permit Streamlining Act) and Housing Element Implementation Program DDD, which states “The City shall adopt a policy to ensure compliance with the Permit Streamlining Act (Government Code § 65920 et seq.) and timing requirements of the California Environmental Quality Act (CEQA) (Public Resources Code (PRC) § 21000 et seq.)”.
Amendments – General Plan, Zoning Ordinance, and Zoning Map: The existing ordinance does not outline a process for a General Plan Amendment; therefore, Staff is proposing to include a new section outlining the application process, which is similar to Zoning Ordinance amendments. Other changes to this section are proposed to add clarity and ensure transparency in the City’s processes.
Appeals and Calls for Review: Staff is proposing to amend and streamline the current appeals process so that the decision of an appellate body on an appeal is final and cannot be appealed a second time. For example, if a decision by the Zoning Administrator were appealed to the Planning Commission, the decision of the Planning Commission would be final, and no further appeal to the City Council would be possible. It is important to note that Staff proposes no limitations on City Council calls for review, thus preserving the ability of any City Council member to call up an action by a Planning Decision Body for City Council review.
6. Definitions and Land Use Classifications (Proposed Part 6) Part 6 of the proposed Zoning Ordinance includes definitions of all Land Use Classifications and Definitions of terms used throughout the ordinance. These Chapters are currently located in separate Parts of the ordinance and are proposed to be combined into a single Part with this update to improve usability.
Land Use Classifications: Staff is proposing to introduce several new land use classifications, as well as combine other similar land use classifications where appropriate. New land use classifications for “emergency medical care facility”, “School, college and university”, “School, technical, trade and vocational”, “Caretaker’s quarters”, “Employee housing”, “Employee housing, agricultural”, “low barrier navigation center” (defined as “housing or shelter in which a resident who is homeless or at risk of homelessness may live temporarily while waiting to move into permanent housing”), and
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“mobile or manufactured housing” are being proposed to address gaps in the ordinance and/or comply with State law terms and requirements. Additionally, many of these new land use classifications are outlined in Housing Element Implementation Program O (Municipal Code Updates), which requires the City to amend the code and define and permit such uses.
Additionally, “Religious assembly” uses have been reclassified as “Place of assembly” per State regulations and expanded to include civic auditoriums, theaters, banquet halls, community and civic centers, meeting halls and clubs, thus eliminating the current definition for “Clubs and lodges”. Similarly, “Large care facilities” have been eliminated from the residential use classifications section and combined with the existing care facility definitions under “Public and Semi-Public Land Use Classifications” for clarity.
The definition for “Family day care homes” has been simplified per State law regulations.
Lastly, the definition of “Multi-family residential” uses has been expanded to include separate definitions for duplexes, triplexes, fourplexes, and developments with five or more units. These new sub-categories are also reflected in the land use classification tables and provide additional clarity for staff and applicants when processing multifamily development applications.
Definitions: Several new definitions are proposed, and several others are proposed to be modified to provide clarity, address gaps in the code, and comply with State law. New proposed definitions include the definition of “alteration”, which is necessary when applying legal non-conforming provisions, and “attached building or structure”, which provides additional clarity to the existing definition of a detached structure. Additional definitions are proposed regarding electric vehicle charging stations in compliance with State Law. Lastly, new definitions related to flag lots, irregular shaped lots, and determining lot lines for each scenario have been amended in the ordinance to provide clarity for both staff and property owners.
Additional definitions are proposed for modification, including adding clarity to the different “affordable housing costs” income levels, clarifying the definition of “basement”, as well as updating all density-bonus-related definitions to comply with State law.
Lastly, several other definitions have been determined to be out of date or not applicable and are proposed for removal. These include “boardinghouse”, “conditioned/habitable space for accessory structures”, and “frontage, building”.
FISCAL IMPACT
None.
PUBLIC CONTACT
Public contact was made through posting of the City Council agenda on the City’s official notice bulletin board and at the Pleasant Hill Senior Center. In addition, a notice was published in the Contra Costa Times Newspaper on October 17, 2024, and published on the City’s City Hall
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electronic sign, A-Frames at the Police Station and Pleasant Hill Library and notice of the meeting has also been posted on the City website, and the City’s pleasanthill2040.com website.
Finally, the agenda and staff report are posted on the City’s web page.
RECOMMENDED CITY COUNCIL ACTION
No formal action is required. Staff recommends that the City Council review the Preliminary Draft of the comprehensive zoning ordinance update and provide feedback to Staff to be incorporated into the Public Review Draft Ordinance.
NEXT STEPS
Staff will incorporate comments received from the City Council and the public into a Public Review Draft Ordinance. The Public Review Draft will be presented to the Planning Commission for a formal recommendation, and ultimately City Council for adoption at a later date.
ATTACHMENTS
A List of Proposed Ordinance Modifications not Limited by State Law B Part 1 - Enactment and Applicability (Redlined Preliminary Draft) C Part 1 - Enactment and Applicability (Clean Preliminary Draft) D Part 2 - Zone District Regulations and Development Standards (Redlined Preliminary Draft)
E Part 2 - Zone District Regulations and Development Standards (Clean Preliminary Draft) F Part 3 - Regulations Applicable to all Zoning Districts (Redlined Preliminary Draft) G Part 3 - Regulations Applicable to all Zoning Districts (Clean Preliminary Draft) H Part 4 - Regulations Applicable to all Zoning Districts (Redlined Preliminary Draft) I Part 4 - Permit And Entitlement Processing Procedures (Clean Preliminary Draft) J Part 5 - Zoning Ordinance Administration (Redlined Preliminary Draft) K Part 5 - Zoning Ordinance Administration (Clean Preliminary Draft) L Part 6 - Definitions and Land Use Classifications (Redlined Preliminary Draft) M Part 6 - Definitions and Land Use Classifications (Clean Preliminary Draft) N June 25, 2024 Planning Commission Study Session Staff Report (no attachments) O August 27, 2024 Planning Commission Study Session Staff Report (no attachments) P October 8, 2024 Planning Commission Study Session Staff Report (no attachments) Q Public Comments (all received to date)
R Public Notice
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Attachment A
The following list includes ordinance sections proposed to be modified that are not limited by State Law, allowing City Council greater flexibility for additional modifications:
Part 1
None identified.
Part 2
• Section 18.15.010.B.4 – RMD-East and RMD-West – Mangini Delu Residential Zoning Districts.
• Section 18.15.020.E – Applicability of Land Use Regulations in RMD Zoning Districts • Table 18.15-1 - Residential Land Use Regulations – RMD East and RMD West Regulations and Schools
• Table 18.15-2 - Development Standards – Residential Zoning Districts – RMD East and RMD West and Scenic Route Setbacks
• Section 18.15.040.D.2.a. – Additional Development Standards - Corner Lots • Section 18.15.040.I.2. – Additional Development Standards - Interior Setback Areas • Section 18.15.050.G.4.d & e. – Accessory Dwelling Unit (ADU and JADU) - Lot Coverage
• Section 18.15.050.C – Accessory Structure and Use: Residential Districts - Setbacks • Section 18.15.130.B – Home Occupation - Permit Required • Section 18.15.170.B.1 – Single Room Occupancy (SRO), Location • Section 18.20.010.B.1, 2, 3 & 4 – Purpose and Intent of Mixed Use Districts – Addition of FAR provisions for each mixed use district.
• Table 18.20-1 - Mixed Use Land Use Regulations - Emergency Shelters, Multifamily residential and Schools
• Table 18.20-2 – Development Standards – Mixed Use Zoning Districts – Scenic Route and Building Height
• Table 18.25-1 – Commercial, Office and Industrial Land Use Regulations – Schools and Maintenance and service facilities
• Table 18.25-2 – Development Standards - Commercial, Office and Industrial Zoning Districts – Scenic Route
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• Section 18.25.100 – Hours of Operation in PAO, C and LI Zoning Districts – mixed use reference
• Table 18.35-1 - Hillside Planned Unit Development Land Use Regulations – Animal Sales and Service
• Chapter 18.45 – Parks and Recreation Zoning District – Entire Chapter • Chapter 18.50 – Open Space Zoning District – Entire Chapter Part 3
• Section 18.65.030.A. – Fence and Wall Standards – Prohibitions Across Easements • Section 18.65.030.D.1 & 2. – Fence and Wall Standards – Residential and Nonresidential Zoning Districts
• Section 18.65.040.A. – Screening of Mechanical Equipment - General Requirement • Section 18.54.040.B - Screening of Mechanical Equipment – Utility Meters • Table 18.70 – Off-Street Parking and Loading Requirements by Land Use – Multi-Family Residential, Day Care Facilities, Place of Assembly, Financial Institution, Personal Improvement Services
• Section 18.70.090.A.1. – Electric Vehicle (EV) Bicycle, and Alternative Transportation – Electric Vehicle (EV) Parking
• Section 18.70.090.B.2. – Electric Vehicle (EV) Bicycle, and Alternative Transportation – Bicycle Parking, Multi- Family Residential
• Section 18.70.120.B.4 & 5.d. – Screening, Lighting, and Landscaping – Lighting • Section 18.75.010 – Purpose and Applicability
• Section 18.75.020.C. – Noise – Duration and Timing
• Section 18.80.040.O.3. – Exempt Signs – Real Estate Signs • Table 18.80 – Maximum Wall Sign Area
• Table 18.80 – Maximum Freestanding Sign Area by Zoning District • Section 18.80.070.A.2. – Specific Sign Standards – Calculating Maximum Freestanding Sign Areas by Zoning District
• Section 18.80.090.A.1.c. – Temporary Sign Standards – Mixed Use Zoning Districts • Section 18.90.040.B. – Exemptions
• Section 18.90.070.A. – Heritage Trees – Eligibility
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Part 4
• Section 18.110.010.B.1. & 2. – Purpose and Applicability – Applicability • Section 18.140.060.C. – Lapse of Approval – Changes to Plans – Deviation for Single Tenant
• Section 18.60.010.B.2. – Purpose and Applicability – Applicability Part 5
• Section 18.170.020.A.1. – Application and Initiation of Amendments – Application and Initiation
• Section 18.170.020.B, C and D. – Application and Initiation of Amendments – Zoning Map, Zoning Ordinance, Modification of Application Requirements • Section 18.170.040.B.4.a.i. – Action – City Council Referral for Further Study • Section 18.175.020.B. – Right to Appeal, Call for Review, Time Limits – Appeal • Section 18.175.040.A. – Procedures – Hearing Date
• Section 18.190.040.C.2. – Nonconforming Structures – Restoration Part 6
• Section 18.190.050 – Public and Semi-Public Land Use Classifications – Emergency medical care facility, Maintenance and service facility, Places of Assembly, School • Section 18.195.020 – “B” Definitions – Basement
• Section 18.195.050 – “E” Definitions – Electric vehicle (EV) charger, charging space, charging station
• Section 18.195.110 – “K” Definitions – Kitchen
• Section 18.195.120 – “L” Definitions – Lot Line Types and Lot Types, Flat and Irregular Lots
• Section 18.195.150 – “O” Definitions – Open Space Types – Passive and Active Open Space
• Section 18.195.190 – “S” Definitions – Story, Half
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1 Title 18 – City of Pleasant Hill Zoning
Ordinance
Part 1 – Enactment and
Applicability
REVISED PRELIMINARY DRAFT
OCTOBER 2024
Table of Contents
CHAPTER 18.05 PURPOSE AND ORGANIZATION ..................................................................... 3
18.05.010 Title................................................................................................................................... 3
18.05.020 Purpose, Intent, and Authority.......................................................................................... 3
18.05.030 Organization of the Zoning Ordinance ............................................................................. 4
18.05.040 Severability and Partial Invalidation ................................................................................. 4
18.05.050 Establishment of Zoning Districts ..................................................................................... 4 CHAPTER 18.10 APPLICABILITY AND INTERPRETATION...................................................... 97
18.10.010 Purpose and Applicability ............................................................................................... 97
18.10.020 General Rules for Applicability of Zoning Ordinance ..................................................... 97
18.10.030 Rules for Construction of Language............................................................................. 108
18.10.040 Rules of Interpretation of Text and Zoning Map........................................................... 119
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Chapter 18.05 Purpose and Organization
2 Chapter 18.05
Purpose and Organization
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Part 1 – Enactment and Applicability Chapter 18.05
Revised Preliminary Draft – October 2024
3 Chapter 18.05 Purpose and Organization
Sections
18.05.010 Title
18.05.020 Purpose, Intent, and Authority
18.05.030 Organization of the Zoning Ordinance
18.05.040 Severability and Partial Invalidation
18.05.050 Establishment of Zoning Districts
18.05.010 Title
This titleTitle 18 of the municipal codePleasant Hill Municipal Code, containing the City's zoning regulations, shall be known and cited as the zoning ordinance."Zoning Ordinance." A copy of the zoning regulationsthis Zoning Ordinance and the zoning mapZoning Map, together with a record of all amendments, shall be kept on file by the city clerk. (Ord. 710 § 35-1.1, 1996; 1991 code § 35-1.1)City Clerk. [Source: 18.05.010]
18.05.020 Purpose, Intent, and Authority
The broad purposes of the zoning ordinance areZoning Ordinance is to protect and promote the public health, safety, and general welfare, and to implement the policies of the City of Pleasant Hill General Plan. More specifically, the zoning ordinanceZoning Ordinance is intended to: [Source: 18.05.020] A. ProvidePurpose and Intent. This Zoning Ordinance is intended to provide a precise guide for the physical development of the cityCity in order to: [Source: 18.05.020.A]
1. Preserve the character and quality of residential neighborhoods; [Source:
18.05.020.A.1]
2. Foster convenient, harmonious, and workable relationships among land uses; and [Source: 18.05.020.A.2]
3. Achieve the arrangement of land uses described in the general plan.General Plan; [Source: 18.05.020.A.3]
B.4. Promote the economic stability of existing land uses.; [Source: 18.05.020.B] C.5. Prevent excessive population densities and overcrowding of land or buildings.structures; [Source: 18.05.020.C]
D.6. Ensure the provision of adequate open space for light, air, and fire safety.; and [Source:
18.05.020.D]
E.7. Ensure that service demands of new development will not exceed the capacities of existing streets, utilities, or public services. (Ord. 710 § 35-1.4, 1996; 1991 code § 35-
1.4) [Source: 18.05.020.E]
B. Authority. This Zoning Ordinance is enacted based on the authority vested in the City by the State of California, including but not limited to the State Constitution; the Planning and Zoning
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Chapter 18.05 Purpose and Organization
4 Law (Government Code Sections 65000 et seq.); and the California Environmental Quality Act (Public Resources Code Sections 21000 et seq.). [Source: New]
18.05.02018.05.030Organization of the Zoning Ordinance
Part 1: General Provisions - Enactment and Applicability establishes the overall organization and applicability of the regulations and includes use classifications. Zoning Ordinance. [Source: 18.05.030] Part 2: Base - Zoning District Regulations specifyand Development Standards establishes the land uses permitted or conditionally permitted in each residential, commercial and industrial zoning district, and include any special requirements, if any, that are applicable to specific uses. Base district regulations This Part also include establishes the development standards to specific to each zoning district (e.g., regulations that control the height, bulk, location, and appearance of structures on development sites, and requirements for landscaping.). [Source: 18.05.030] Part 3: Overlay District - Regulations modify base district regulations for specific purposes. The overlay district enables the cityApplicable to designate historic districts and cultural resources. [Source: 18.05.030]Part 4: Regulations Applying in All Zoning Districts include supplemental site developmentcontains zoning regulations, parking and loading requirements, sign controls, and provisions for nonconforming uses, structures, and signs. which apply citywide (zoning regulations not specific to a particular zoning district or land use). [Source: 18.05.030] Part 4 - Permit and Entitlement Processing Procedures establishes the processing procedures for Zoning Ordinance permits and other entitlements. These regulations include the purpose and applicability of each permit/entitlement, application requirements, filing procedures, and applicable conditions of approval. [Source: 18.05.030, modified]
Part 5: - Zoning Ordinance Administration contains detailed procedures for the administration of the zoning ordinanceZoning Ordinance, including requirements for development plans, planned unit developments (including hillside PUDs), precise plan districts, tree removal permits, minor exceptions, reasonable accommodations, zoning permits, use permits, sign permits, variances, architectural review, development agreements, amendments to the ordinance and zoning map, appeals of zoning decisions and calls for review, and enforcement. [Source: 18.05.030] Part 6: General Terms - Definitions and Land Use Classifications includes a list of terms used in the ordinanceZoning Ordinance, with cross-references, and definitions for general terms; it also includes rules for measurement of distances, heights, lot widths, depths and areas, and setback averaging. land use classifications. [Source: 18.05.030]
18.05.040 Severability and Partial Invalidation
If any portion of this Zoning Ordinance is held to be invalid, unconstitutional, or unenforceable by a court of competent jurisdiction, the determination shall not affect the validity of the remaining portions of this Zoning Ordinance. The Council hereby declares that this Zoning Ordinance and each part, chapter, section, subsection, paragraph, and portion thereof is adopted without regard to the fact that one or more portions of this Zoning Ordinance may be declared invalid, unconstitutional, or unenforceable. [Source: New]
18.05.03018.05.050Establishment of Zoning Districts
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Part 1 – Enactment and Applicability Chapter 18.05
Revised Preliminary Draft – October 2024
5 A. Establishment of baseGeneral. The City shall be divided into zoning districts. Base which implement the General Plan. The zoning districts into which the city is divided shown in Table
18.05-1 (Zoning Districts and General Plan Land Use Designations Consistency) are hereby established as follows:and shall be shown on the Zoning Map. [Source: New] B. Base Zoning Districts. Every lot shall have a base zoning district that establishes the primary type and intensity of land use allowed, along with development standards for that particular type and intensity of land use. [Source: 18.10.050.A]
A.C. Overlay Zoning Districts. An overlay zoning district supplements the base zoning district for the purpose of establishing special land use allowances, limitations, or development standards and regulations for a particular area, in addition to the provisions of the underlying base zoning district. In the event of conflict between the base zoning district regulations and the overlay zoning district regulations, the provisions of the overlay zoning district shall apply. [Source:
18.10.050.B]
B. Establishment of overlay zoning districts. Overlay zoning districts, one or more of which may be combined with a base district, are established as follows: [Source: 18.10.050.B]
1. CR – Cultural Resource Overlay District; [Source: 18.10.050.B.1]
2. H – Historic Overlay District. (Ord. 796 § 1, 2005; Ord. 710 § 35-2.8, 1996; 1991 code § 35-2.8) [Source: 18.10.050.B.2]
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Chapter 18.05 Purpose and Organization
6 Table 18.05-1
Zoning Districts and General Plan Land Use Designations Consistency Zoning Map
Symbol Zoning District Name Density and/orFAR
Corresponding General
Plan Land Use
Designation(s)
R-20
Single-Family Residential Zoning
District
(Min. lot size: 20,000 sq. ft.)
1.3 – 3.0 du/ac Single-Family Low-Density (SFLD)
R-15
Single-Family Residential Zoning
District
(Min. lot size: 15,000 sq. ft.)
1.3 – 3.0 du/ac Single-Family Low-Density (SFLD)
R-10
Single-Family Residential Zoning
District
(Min. lot size: 10,000 sq. ft.)
3.1 – 4.5 du/ac Single-Family Medium-Density
(SFMD)
R-10A Single-Family Residential District:
Minimum lot size: 10,000 sq. ft. 3.1 – 4.5 du/ac Single-Family Medium-Density (SFMD) R-7
Single-Family Residential (Min. lot
size: 7,000 sq. ft.)
4.6 – 6.9 du/ac Single-Family High-Density
(SFHMD)
R-6
Single-Family Residential Zoning
District
(Min. lot size: 6,313 sq. ft.)
4.6 – 6.9 du/ac Single-Family High-Density
(SFHD)
RMD-EastMangini Delu Residential Zoning
District-East 4.6 - 13 du/acre Mangini-Delu Residential (MDR) RMD-West Mangini Delu Residential Zoning
District-West 4.6 - 13 du/acre Mangini-Delu Residential (MDR) MFVL Very Low Density Multi-Family
Residential Zoning District 7.0 – 12.0 du/ac Multi-Family Very Low-Density (MFVLD) MFL
Low Density Multi-Family
Residential 12.1 – 20.0 du/ac Multi-Family Low-Density (MFLD) MFM
Medium Density Multi-Family
Residential Zoning District 20.1 – 30.0 du/ac Multi-Family Medium-Density (MFMD) MFH
High Density Multi-Family
Residential Zoning District 30.1 – 40.0 du/ac Multi-Family High-Density (MFHD) MFVH Very High Density Multi-Family
Residential Zoning District 40.1 – 73.0 du/ac Multi-Family Very High-Density (MFVHD) MX-NB Neighborhood Business MixedUse Zoning District
1.3 – 20.0 du/ac
0.0 – 0.75 FAR Mixed-Use Neighborhood (MUD)
MX Mixed-Use Zoning District 12.0 – 40.0 du/ac
0.4 – 0.75 FAR Mixed-Use (MU)
MX-HD High Density Mixed-Use Zoning
District
40.1 – 70 du/ac
0.4 – 0.75 FAR Mixed-Use High-Density (MUHD)
MX-VHD Very High Density Mixed-Use
Zoning District
70.1 – 100 du/ac
0.4 – 0.85 FAR
Mixed-Use Very High-Density
(MUVHD)
NB Neighborhood Business Zoning
District 0.0 – 0.35 FAR Neighborhood Business (NB)
RB Retail Business Zoning District 0.0 – 0.4 Commercial and Retail (CR) PAO Professional and Administrative
Office Zoning District 0.0 – 0.4 FAR Office (O)
C
General Commercial Zoning
District 0.0 – 0.4 FAR Commercial and Retail (CR)
LI Limited Industrial Zoning District 0.0 – 0.35 FAR Light Industrial (I) PUD/PPD Planned Unit Development or
Precise Plan Zoning District
As established in
underlying General Plan
Land Use Designation
Can be applied in any land use
designation
HPUD Hillside Planned Unit Development
Zoning District
As established in
underlying General Plan
Land Use Designation
Corresponds with any residential
Single-Family (SF) or Multi-Family
(MF) land use designation
OS Open Space No minimum or maximum
density established Open Space (OS)
REC Parks and Recreation Zoning
District
No minimum or maximum
density established Parks (P)
H Historic Overlay No minimum or maximum
density established
Can be applied in any land use
designation
CR Cultural Resource Overlay No minimum or maximum
density established
Can be applied in any land use
designation
In R-10A, the average lot size shall be at least 10,000 sq. ft. Smaller lots may be allowed, but not less than 7,000 sq. ft.
All zoning designations established by this Title are consistent with and implement the School (S) and Semi-Public And Institutional (SPI) General Plan land use designations.
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8 Chapter 18.10
Applicability and Interpretation
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9 Chapter 18.10 Applicability and Interpretation
Sections
18.10.010 Purpose and Applicability
18.10.020 General Rules for Applicability of Zoning Ordinance
18.10.030 Rules for Construction of Language
18.10.040 Rules of Interpretation of Text and Zoning Map
18.10.010 Purpose and Applicability
The purpose of this chapterChapter is to provide precision in interpretation of the zoning regulations.Zoning Ordinance. The meaning and construction of words and phrases definedestablished in this chapterChapter apply throughoutto the zoning regulationsentire Zoning Ordinance, except where the context requires a different meaning. (Ord. 710 § 35-2.1, 1996; 1991 code § 35-2.1) [Source:
18.10.010]
18.10.020 General Rules for Applicability of Zoning Ordinance A. Applicability to property. Zoning Property. The regulations established in this Zoning Ordinance shall apply to all land within the cityCity, including land owned by the cityCity and other local, stateState, or federalFederal agencies to the extent allowed by law, with the exception of cityCity-funded projects on property owned by a public agency-owned property. Application.
The application of regulations to specific lots shall be governed by the zoning mapZoning Map. [Source: 18.10.020.A]
B. Applicability to streetsStreets and rightsRights-of-wayWay. Public streets, utilityutilities, and other rights-of-way shall be in the same zoning district as contiguous property. Where contiguous properties are classified in different zoning districts, the centerline of the street or right-of-way shall be the zoning district boundary, unless otherwise depicted on the zoning mapZoning Map. [Source: 18.10.020.B]
C. Compliance with regulationsRegulations. No land shall be used, and no structure shall be constructed, occupied, enlarged, altered, demolished, or moved inwithin any zoning district except in accordaccordance with this titleTitle. [Source: 18.10.020.C] D. Public nuisanceNuisance. Neither the provisions of this titleTitle nor the approval of any permit authorized byunder this titleTitle shall authorize the maintenance of a public nuisance. A violation of any provision of this titleTitle is a public nuisance. (Reference: PHMC § 18.135.010.) [Source: 18.10.020.D]
E. Compliance with public notice requirements.Public Notice Requirements. Compliance with public notice requirements prescribed by this titleTitle shall be deemed sufficient notice to allow the cityCity to proceed with a public hearing and take action on an application, regardless of actual receipt of mailed or delivered notice. [Source: 18.10.020.E]
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10 F. Requests for notice.Notice for an Application on File with the City. Where this titleTitle requires that notice be given by first class mail to “any person who has filed a written request for such notice,” the request shall be filed with the zoning administratorZoning Administrator and shall be subject to the applicable fees set to cover mailing costs. A request for mailing of a single notice of a single decision shall not require payment of a fee. [Source: 18.10.020.F] G. Conflict with other regulations.Other Regulations. Where conflict occurs between the provisions of this titleTitle and any other city codePleasant Hill Municipal Code, chapter, resolution, guideline, or regulation, the more restrictive provision shall control unless otherwise specified in this chapterChapter. [Source: 18.10.020.G]
H. Relation to private agreements.Private Agreements. This titleTitle shall not interfere with or annul any easement, covenant, or other City recognized and/or recorded agreement now in effect. [Source: 18.10.020.H]
I. Relation to prior ordinance.Prior Ordinance. The provisions of this titleTitle supersede all prior zoning ordinancesZoning Ordinances of the cityCity. [Source: 18.10.020.I] J. Extension of timeTime for holidaysHolidays and weekendsWeekends. If a deadline falls on a weekend or holiday, the time for performing an act shall be extended to the next nonholiday weekday (Monday through Friday) working day. [Source: 18.10.020.J] K. Zoning of land proposedLand Proposed for annexationAnnexation. The zoning administratorZoning Administrator shall recommend prezoning consistent with the general planGeneral Plan land use designation for land within the city’sCity’s sphere of influence. If prezoning is approved by the planning commissionPlanning Commission and the city councilCity Council, the zoning shall become effective upon annexation. [Source: 18.10.020.K] L. Application during local emergency.During a Local Emergency. The city councilCity Council, or its authorized designee, may authorize a deviation from a provision of this titleTitle during a local emergency declared and ratified under the municipal codeCity of Pleasant Hill Municipal Code in accordance with the California Emergency Services Act (Gov’t Code § 8550 et seq.). (Ord. 934 § 2, 2019; Ord. 890 § 3, 2015; Ord. 710 § 35-2.2, 1996; 1991 code § 35-2.2) [Source:
18.10.020.L]
18.10.030 Rules for Construction of Language
In addition to the general provisions of the Pleasant Hill Municipal Code, the following rules of construction shall apply to this Zoning Ordinance:
A. The particular controls the general. [Source: 18.10.030.A] A. The Specific Controls the General. Specific provisions take precedence over general ones.
When two statutory provisions of this Title conflict (one being general and the other specific) the City shall apply the more specific provision as an exception to the general one. [Source:
18.10.030.A, modified]
B. Unless the context clearly indicates the contraryotherwise stated, the following conjunctions shall be interpreted as follows:
1. “And” indicates that all connected words or provisions shall apply; [Source:
18.10.030.A.1]
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11 2. “Or” indicates that the connected words or provisions may apply singly or in any combination; and [Source: 18.10.030.A.2]
3. “Either ... or” indicates that the connected words or provisions shall apply singly but not in combination. [Source: 18.10.030.A.3]
C. In case of conflict between the text and a diagram, the text controls. [Source: 18.10.030.C] D. A reference to a public official in the cityCity is to that person who performs the function referred to and includes a designated deputy of such official. [Source: 18.10.030.D] E. All references to days are to calendar days unless otherwise indicated. [Source: 18.10.030.E] F. Section headings shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning or intent of any sectionSection. [Source: 18.10.030.F] G. The words activities and facilities include any part thereof. (Ord. 727 § 2, 1998; Ord. 710 § 35-
2.4, 1996; 1991 code § 35-2.4) [Source: 18.10.030.G]
18.10.040 Rules of Interpretation of Text and Zoning Map A. Zoning regulationsRegulations. Where uncertainty exists regarding the interpretation of a provision of this titleTitle or its application to a specific sitelot, the zoning administratorZoning Administrator shall determine the intent of the provision. [Source: 18.10.040.A] B. Zoning mapMap. Where uncertainty exists regarding the boundary of a zoning district, the following rules shall apply: [Source: 18.10.040.B]
1. District Zoning district boundaries shown as approximately following the property line of a lot shall be construedinterpreted to follow the property line. [Source:
18.10.040.B.1]
2. On unsubdivided land, or where a zoning district boundary divides a lot, the location of the zoning district boundary shall be determined by using the scale appearing on the zoning mapZoning Map, unless the boundary location is indicated by dimensions printed on the map. [Source: 18.10.040.B.2]
3. DistrictZoning district boundaries shown as approximately following the right-of-way line of a freeway, street, railroad, or other identifiable boundary line shall be construedinterpreted to follow the right-of-way or boundary line. [Source:
18.10.040.B.3]
4. DistrictZoning district boundaries shown as lying within the right-of-way lines of a freeway, street, railroad, or other identifiable boundary line shall be construedinterpreted to follow the centerline of the right-of-way or boundary line. [Source: 18.10.040.B.4]
5. If any uncertainty remains as to the location of a zoning district boundary or other feature shown on the zoning mapZoning Map, the location shall be determined by the zoning administrator.Zoning Administrator. [Source: 18.10.040.B.5]
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12 C. Record of interpretation.Interpretation. The zoning administratorZoning Administrator shall keep a record of interpretations made under this sectionSection which shall be available to the public. (Ord. 710 § 35-2.6, 1996; 1991 code § 35-2.6[Source: 18.10.040.C]
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1 Title 18 – City of Pleasant Hill Zoning
Ordinance
Part 1 – Enactment and
Applicability
REVISED PRELIMINARY DRAFT
OCTOBER 2024
Table of Contents
CHAPTER 18.05 PURPOSE AND ORGANIZATION ..................................................................... 3
18.05.010 Title................................................................................................................................... 3
18.05.020 Purpose, Intent, and Authority.......................................................................................... 3
18.05.030 Organization of the Zoning Ordinance ............................................................................. 4
18.05.040 Severability and Partial Invalidation ................................................................................. 4
18.05.050 Establishment of Zoning Districts..................................................................................... 4 CHAPTER 18.10 APPLICABILITY AND INTERPRETATION........................................................ 7
18.10.010 Purpose and Applicability ................................................................................................. 7
18.10.020 General Rules for Applicability of Zoning Ordinance ....................................................... 7
18.10.030 Rules for Construction of Language................................................................................. 8
18.10.040 Rules of Interpretation of Text and Zoning Map............................................................... 9
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2 Chapter 18.05
Purpose and Organization
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3 Chapter 18.05 Purpose and Organization
Sections
18.05.010 Title
18.05.020 Purpose, Intent, and Authority
18.05.030 Organization of the Zoning Ordinance
18.05.040 Severability and Partial Invalidation
18.05.050 Establishment of Zoning Districts
18.05.010 Title
Title 18 of the Pleasant Hill Municipal Code, containing the City's zoning regulations, shall be known and cited as the "Zoning Ordinance." A copy of this Zoning Ordinance and the Zoning Map, together with a record of all amendments, shall be kept on file by the City Clerk. [Source: 18.05.010]
18.05.020 Purpose, Intent, and Authority
The purposes of the Zoning Ordinance is to protect and promote the public health, safety, and general welfare, and to implement the policies of the General Plan. More specifically, the Zoning Ordinance is intended to: [Source: 18.05.020]
A. Purpose and Intent. This Zoning Ordinance is intended to provide a precise guide for the physical development of the City in order to: [Source: 18.05.020.A]
1. Preserve the character and quality of residential neighborhoods; [Source:
18.05.020.A.1]
2. Foster convenient, harmonious, and workable relationships among land uses; [Source:
18.05.020.A.2]
3. Achieve the arrangement of land uses described in the General Plan; [Source:
18.05.020.A.3]
4. Promote the economic stability of existing land uses; [Source: 18.05.020.B]
5. Prevent excessive population densities and overcrowding of land or structures; [Source: 18.05.020.C]
6. Ensure the provision of adequate open space for light, air, and fire safety; and [Source:
18.05.020.D]
7. Ensure that service demands of new development will not exceed the capacities of existing streets, utilities, or public services. [Source: 18.05.020.E] B. Authority. This Zoning Ordinance is enacted based on the authority vested in the City by the State of California, including but not limited to the State Constitution; the Planning and Zoning Law (Government Code Sections 65000 et seq.); and the California Environmental Quality Act (Public Resources Code Sections 21000 et seq.). [Source: New]
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Chapter 18.05 Purpose and Organization
4 18.05.030 Organization of the Zoning Ordinance
Part 1 - Enactment and Applicability establishes the overall organization and applicability of the Zoning Ordinance. [Source: 18.05.030]
Part 2 - Zoning District Regulations and Development Standards establishes the land uses permitted or conditionally permitted in each zoning district and include any special requirements applicable to specific uses. This Part also establishes the development standards specific to each zoning district (e.g., regulations that control the height, bulk, location, and appearance of structures). [Source: 18.05.030]
Part 3 - Regulations Applicable to All Zoning Districts contains zoning regulations which apply citywide (zoning regulations not specific to a particular zoning district or land use). [Source: 18.05.030] Part 4 - Permit and Entitlement Processing Procedures establishes the processing procedures for Zoning Ordinance permits and other entitlements. These regulations include the purpose and applicability of each permit/entitlement, application requirements, filing procedures, and applicable conditions of approval. [Source: 18.05.030, modified]
Part 5 - Zoning Ordinance Administration contains procedures for the administration of the Zoning Ordinance, including requirements for development agreements, amendments, appeals of zoning decisions and calls for review, and enforcement. [Source: 18.05.030] Part 6 - Definitions and Land Use Classifications includes a list of terms used in the Zoning Ordinance, with cross-references, and definitions for land use classifications. [Source: 18.05.030]
18.05.040 Severability and Partial Invalidation
If any portion of this Zoning Ordinance is held to be invalid, unconstitutional, or unenforceable by a court of competent jurisdiction, the determination shall not affect the validity of the remaining portions of this Zoning Ordinance. The Council hereby declares that this Zoning Ordinance and each part, chapter, section, subsection, paragraph, and portion thereof is adopted without regard to the fact that one or more portions of this Zoning Ordinance may be declared invalid, unconstitutional, or unenforceable. [Source: New]
18.05.050 Establishment of Zoning Districts
A. General. The City shall be divided into zoning districts which implement the General Plan. The zoning districts shown in Table 18.05-1 (Zoning Districts and General Plan Land Use Designations Consistency) are hereby established and shall be shown on the Zoning Map. [Source: New]
B. Base Zoning Districts. Every lot shall have a base zoning district that establishes the primary type and intensity of land use allowed, along with development standards for that particular type and intensity of land use. [Source: 18.10.050.A]
C. Overlay Zoning Districts. An overlay zoning district supplements the base zoning district for the purpose of establishing special land use allowances, limitations, or development standards and regulations for a particular area, in addition to the provisions of the underlying base zoning district. In the event of conflict between the base zoning district regulations and the overlay zoning district regulations, the provisions of the overlay zoning district shall apply. [Source:
18.10.050.B]
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5 Table 18.05-1
Zoning Districts and General Plan Land Use Designations Consistency Zoning Map
Symbol Zoning District Name Density and/orFAR
Corresponding General
Plan Land Use
Designation(s)
R-20
Single-Family Residential Zoning
District
(Min. lot size: 20,000 sq. ft.)
1.3 – 3.0 du/ac Single-Family Low-Density (SFLD)
R-15
Single-Family Residential Zoning
District
(Min. lot size: 15,000 sq. ft.)
1.3 – 3.0 du/ac Single-Family Low-Density (SFLD)
R-10
Single-Family Residential Zoning
District
(Min. lot size: 10,000 sq. ft.)
3.1 – 4.5 du/ac Single-Family Medium-Density
(SFMD)
R-10A Single-Family Residential District:
Minimum lot size: 10,000 sq. ft. 3.1 – 4.5 du/ac Single-Family Medium-Density (SFMD) R-7 Single-Family Residential (Min. lot
size: 7,000 sq. ft.) 4.6 – 6.9 du/ac Single-Family High-Density (SFHD) R-6
Single-Family Residential Zoning
District
(Min. lot size: 6,313 sq. ft.)
4.6 – 6.9 du/ac Single-Family High-Density
(SFHD)
RMD-East Mangini Delu Residential Zoning
District-East 4.6 - 13 du/acre Mangini-Delu Residential (MDR) RMD-West Mangini Delu Residential Zoning
District-West 4.6 - 13 du/acre Mangini-Delu Residential (MDR) MFVL Very Low Density Multi-Family
Residential Zoning District 7.0 – 12.0 du/ac Multi-Family Very Low-Density (MFVLD) MFL Low Density Multi-Family
Residential 12.1 – 20.0 du/ac Multi-Family Low-Density (MFLD) MFM Medium Density Multi-Family
Residential Zoning District 20.1 – 30.0 du/ac Multi-Family Medium-Density (MFMD) MFH High Density Multi-Family
Residential Zoning District 30.1 – 40.0 du/ac Multi-Family High-Density (MFHD) MFVH Very High Density Multi-Family
Residential Zoning District 40.1 – 73.0 du/ac Multi-Family Very High-Density (MFVHD) MX-NB Neighborhood Business MixedUse Zoning District
1.3 – 20.0 du/ac
0.0 – 0.75 FAR Mixed-Use Neighborhood (MUD)
MX Mixed-Use Zoning District 12.0 – 40.0 du/ac
0.4 – 0.75 FAR Mixed-Use (MU)
MX-HD High Density Mixed-Use Zoning
District
40.1 – 70 du/ac
0.4 – 0.75 FAR Mixed-Use High-Density (MUHD)
MX-VHD Very High Density Mixed-Use
Zoning District
70.1 – 100 du/ac
0.4 – 0.85 FAR
Mixed-Use Very High-Density
(MUVHD)
NB Neighborhood Business Zoning
District 0.0 – 0.35 FAR Neighborhood Business (NB)
RB Retail Business Zoning District 0.0 – 0.4 Commercial and Retail (CR) PAO Professional and Administrative
Office Zoning District 0.0 – 0.4 FAR Office (O)
C General Commercial Zoning
District 0.0 – 0.4 FAR Commercial and Retail (CR)
LI Limited Industrial Zoning District 0.0 – 0.35 FAR Light Industrial (I) PUD/PPD Planned Unit Development or
Precise Plan Zoning District
As established in
underlying General Plan
Land Use Designation
Can be applied in any land use
designation
HPUD Hillside Planned Unit Development
Zoning District
As established in
underlying General Plan
Land Use Designation
Corresponds with any residential
Single-Family (SF) or Multi-Family
(MF) land use designation
OS Open Space No minimum or maximum
density established Open Space (OS)
REC Parks and Recreation Zoning
District
No minimum or maximum
density established Parks (P)
H Historic Overlay No minimum or maximum
density established
Can be applied in any land use
designation
CR Cultural Resource Overlay No minimum or maximum
density established
Can be applied in any land use
designation
In R-10A, the average lot size shall be at least 10,000 sq. ft. Smaller lots may be allowed, but not less than 7,000 sq. ft.
All zoning designations established by this Title are consistent with and implement the School (S) and Semi-Public And Institutional (SPI) General Plan land use designations.
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6 Chapter 18.10
Applicability and Interpretation
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Revised Preliminary Draft – October 2024
7 Chapter 18.10 Applicability and Interpretation
Sections
18.10.010 Purpose and Applicability
18.10.020 General Rules for Applicability of Zoning Ordinance
18.10.030 Rules for Construction of Language
18.10.040 Rules of Interpretation of Text and Zoning Map
18.10.010 Purpose and Applicability
The purpose of this Chapter is to provide precision in interpretation of the Zoning Ordinance. The meaning and construction of words and phrases established in this Chapter apply to the entire Zoning Ordinance, except where the context requires a different meaning. [Source: 18.10.010]
18.10.020 General Rules for Applicability of Zoning Ordinance A. Applicability to Property. The regulations established in this Zoning Ordinance shall apply to all land within the City, including land owned by the City and other local, State, or Federal agencies to the extent allowed by law, with the exception of City-funded projects on property owned by a public agency. The application of regulations to specific lots shall be governed by the Zoning Map. [Source: 18.10.020.A]
B. Applicability to Streets and Rights-of-Way. Public streets, utilities, and other rights-of-way shall be in the same zoning district as contiguous property. Where contiguous properties are classified in different zoning districts, the centerline of the street or right-of-way shall be the zoning district boundary, unless otherwise depicted on the Zoning Map. [Source: 18.10.020.B] C. Compliance with Regulations. No land shall be used, and no structure shall be constructed, occupied, enlarged, altered, demolished, or moved within any zoning district except in accordance with this Title. [Source: 18.10.020.C]
D. Public Nuisance. Neither the provisions of this Title nor the approval of any permit authorized under this Title shall authorize the maintenance of a public nuisance. A violation of any provision of this Title is a public nuisance. [Source: 18.10.020.D] E. Compliance with Public Notice Requirements. Compliance with public notice requirements prescribed by this Title shall be deemed sufficient notice to allow the City to proceed with a public hearing and take action on an application, regardless of actual receipt of mailed or delivered notice. [Source: 18.10.020.E]
F. Requests for Notice for an Application on File with the City. Where this Title requires that notice be given by first class mail to “any person who has filed a written request for such notice,” the request shall be filed with the Zoning Administrator and shall be subject to the applicable fees set to cover mailing costs. A request for mailing of a single notice of a single decision shall not require payment of a fee. [Source: 18.10.020.F]
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Chapter 18.10 Applicability and Interpretation
8 G. Conflict with Other Regulations. Where conflict occurs between the provisions of this Title and any other Pleasant Hill Municipal Code, chapter, resolution, guideline, or regulation, the more restrictive provision shall control unless otherwise specified in this Chapter. [Source:
18.10.020.G]
H. Relation to Private Agreements. This Title shall not interfere with or annul any easement, covenant, or other City recognized and/or recorded agreement now in effect. [Source:
18.10.020.H]
I. Relation to Prior Ordinance. The provisions of this Title supersede all prior Zoning Ordinances of the City. [Source: 18.10.020.I]
J. Extension of Time for Holidays and Weekends. If a deadline falls on a weekend or holiday, the time for performing an act shall be extended to the next nonholiday weekday (Monday through Friday) working day. [Source: 18.10.020.J]
K. Zoning of Land Proposed for Annexation. The Zoning Administrator shall recommend prezoning consistent with the General Plan land use designation within the City’s sphere of influence. If prezoning is approved by the Planning Commission and the City Council, the zoning shall become effective upon annexation. [Source: 18.10.020.K] L. Application During a Local Emergency. The City Council, or its authorized designee, may authorize a deviation from a provision of this Title during a local emergency declared and ratified under the City of Pleasant Hill Municipal Code in accordance with the California Emergency Services Act (Gov’t Code § 8550 et seq.). [Source: 18.10.020.L]
18.10.030 Rules for Construction of Language
In addition to the general provisions of the Pleasant Hill Municipal Code, the following rules of construction shall apply to this Zoning Ordinance:
A. The Specific Controls the General. Specific provisions take precedence over general ones.
When two statutory provisions of this Title conflict (one being general and the other specific) the City shall apply the more specific provision as an exception to the general one. [Source:
18.10.030.A, modified]
B. Unless otherwise stated, the following conjunctions shall be interpreted as follows:
1. “And” indicates that all connected words or provisions shall apply; [Source:
18.10.030.A.1]
2. “Or” indicates that the connected words or provisions may apply singly or in any combination; and [Source: 18.10.030.A.2]
3. “Either ... or” indicates that the connected words or provisions shall apply singly but not in combination. [Source: 18.10.030.A.3]
C. In case of conflict between the text and a diagram, the text controls. [Source: 18.10.030.C] D. A reference to a public official in the City is to that person who performs the function referred to and includes a designated deputy of such official. [Source: 18.10.030.D] E. All references to days are to calendar days unless otherwise indicated. [Source: 18.10.030.E]
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9 F. Section headings shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning or intent of any Section. [Source: 18.10.030.F] G. The words activities and facilities include any part thereof [Source: 18.10.030.G]
18.10.040 Rules of Interpretation of Text and Zoning Map A. Zoning Regulations. Where uncertainty exists regarding the interpretation of a provision of this Title or its application to a specific lot, the Zoning Administrator shall determine the intent of the provision. [Source: 18.10.040.A]
B. Zoning Map. Where uncertainty exists regarding the boundary of a zoning district, the following rules shall apply: [Source: 18.10.040.B]
1. Zoning district boundaries shown as approximately following the property line of a lot shall be interpreted to follow the property line. [Source: 18.10.040.B.1]
2. On unsubdivided land, or where a zoning district boundary divides a lot, the location of the zoning district boundary shall be determined by using the scale appearing on the Zoning Map, unless the boundary location is indicated by dimensions printed on the map. [Source: 18.10.040.B.2]
3. Zoning district boundaries shown as approximately following the right-of-way line of a freeway, street, railroad, or other identifiable boundary line shall be interpreted to follow the right-of-way or boundary line. [Source: 18.10.040.B.3]
4. Zoning district boundaries shown as lying within the right-of-way lines of a freeway, street, railroad, or other identifiable boundary line shall be interpreted to follow the centerline of the right-of-way or boundary line. [Source: 18.10.040.B.4]
5. If any uncertainty remains as to the location of a zoning district boundary or other feature shown on the Zoning Map, the location shall be determined by the Zoning Administrator. [Source: 18.10.040.B.5]
C. Record of Interpretation. The Zoning Administrator shall keep a record of interpretations made under this Section which shall be available to the public. [Source: 18.10.040.C]
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1 18 – Zoning Code
Part 2 – Zoning District
Regulations and Development
Standards
REVISED PRELIMINARY DRAFT
OCTOBER 2024
Table of Contents
CHAPTER 18.15 RESIDENTIAL ZONING DISTRICTS ................................................................. 5
18.15.010 Purpose and Intent of Residential Zoning Districts ......................................................... 5
18.15.020 Land Use Regulations for Residential Districts ............................................................... 9
18.15.030 Development Standards for Residential Districts.......................................................... 12
18.15.040 Additional Development Standards............................................................................... 14
18.15.050 Accessory Dwelling Unit (ADU and JADU) ................................................................... 19
18.15.060 Accessory Structure and Use: Residential Districts...................................................... 34
18.15.070 Permanent Basketball Hoops........................................................................................ 36
18.15.080 Swimming Pool and Hot Tub......................................................................................... 37
18.15.090 Animals.......................................................................................................................... 37
18.15.100 Container or Storage Unit.............................................................................................. 37
18.15.110 Density Bonus ............................................................................................................... 37
18.15.120 Emergency Shelters ...................................................................................................... 44
18.15.130 Home Occupation.......................................................................................................... 48
18.15.140 Inclusionary Housing ..................................................................................................... 52
18.15.150 Manufactured Homes .................................................................................................... 57
18.15.160 Residential Care Facility................................................................................................ 59
18.15.170 Single Room Occupancy (SRO) ................................................................................... 61
18.15.180 Two-Unit Projects .......................................................................................................... 64
18.15.190 Urban Lot Split............................................................................................................... 76
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2 CHAPTER 18.20 MIXED-USE DISTRICTS .................................................................................. 90
18.20.010 Purpose and Intent of Mixed-Use Districts.................................................................... 90
18.20.020 Land Use Regulations for Mixed-Use Districts ............................................................. 91
18.20.030 Development Standards for Mixed-Use Districts .......................................................... 96
18.20.040 Additional Development Standards............................................................................... 98
18.20.050 Outdoor Retail Sales Facility....................................................................................... 103
18.20.060 Outdoor Donation Collection Facility........................................................................... 103 CHAPTER 18.25 COMMERCIAL, OFFICE, AND INDUSTRIAL ZONING DISTRICTS ............ 105
18.25.010 Purpose and Intent of Commercial, Office, and Industrial Districts............................. 105
18.25.020 Land Use Regulations for Commercial, Office, and Industrial Districts ...................... 107
18.25.030 Development Standards for Commercial, Office, and Industrial Districts ................... 115
18.25.040 Additional Development Standards............................................................................. 117
18.25.050 Accessory Structures and Uses: Commercial, Office, and Industrial Districts............ 120
18.25.060 Container or Storage Unit............................................................................................ 120
18.25.070 Eating and Drinking Establishments .......................................................................... 121
18.25.080 Firearm Sales .............................................................................................................. 121
18.25.090 Hazardous Materials Storage...................................................................................... 124
18.25.100 Hours of Operation in the PAO, C, and LI Zoning Districts......................................... 125
18.25.110 Live Entertainment ...................................................................................................... 125
18.25.120 Outdoor Sales Facility ................................................................................................. 126
18.25.130 Outdoor Donation Collection Facility........................................................................... 127
18.25.140 Recycling Facility......................................................................................................... 127
18.25.150 Service Station and Automobile Washing ................................................................... 129
18.25.160 Vehicle Storage ........................................................................................................... 130 CHAPTER 18.30 PLANNED UNIT DEVELOPMENT (PUD) AND PRECISE PLAN DISTRICTS (PPD) 132
18.30.010 Purpose ....................................................................................................................... 132
18.30.020 Existing Planned Unit Development (PUD) And Precise Plan Districts (PPD) ........... 132
18.30.030 Land Use Regulations for PUDs and PPDs ................................................................ 133
18.30.040 Development Standards for Planned Unit Development (PUD) And Precise Plan Districts (PPD).................................................................................................................................... 133
18.30.050 Concept Plan............................................................................................................... 134
18.30.060 Establishment of a PUD Zoning District ...................................................................... 134
18.30.070 Development Plan and Architectural Review.............................................................. 136
18.30.080 Zoning Map Designation ............................................................................................. 137 CHAPTER 18.35 HILLSIDE PLANNED UNIT DEVELOPMENT (HPUD).................................. 139
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3 18.35.010 Purpose ....................................................................................................................... 139
18.35.020 Applicability ................................................................................................................. 139
18.35.030 Land Use Regulations for Hillside Planned Unit Development District (HPUD) ......... 140
18.35.040 Design Standards for Hillside Planned Unit Development District (HPUD) ................ 144
18.35.050 Concept Plan............................................................................................................... 145
18.35.060 Establishment of an HPUD Zoning District ................................................................. 145
18.35.070 Development Plan and Architectural Review.............................................................. 147
18.35.080 Zoning Map Designation ............................................................................................. 148 CHAPTER 18.40 OVERLAY DISTRICTS................................................................................... 150
18.40.010 General Provisions ...................................................................................................... 150
18.40.020 Historic Districts and Cultural Resources Districts (H, CR)......................................... 150 CHAPTER 18.45 PARKS AND RECREATION ZONING DISTRICT ......................................... 165
18.45.010 Purpose and Intent of the Parks and Recreation Zoning District ................................ 165
18.45.020 Permitted Land Uses and Activities ............................................................................ 165
18.45.030 Development Standards for the Parks and Recreation Zoning District ...................... 166
18.45.040 Required Permits and Entitlements............................................................................. 167
18.45.050 Appeals........................................................................................................................ 168 CHAPTER 18.50 OPEN SPACE ZONING DISTRICT ................................................................ 170
18.50.010 Purpose and Intent of the Open Space Zoning District............................................... 170
18.50.020 Permitted Land Uses and Activities ............................................................................ 170
18.50.030 Development Standards for the Open Space Zoning District ..................................... 171
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4 Chapter 18.15
Residential Zoning Districts
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5 Chapter 18.15 Residential Zoning Districts
Sections
18.15.010 Purpose and Intent of Residential Zoning Districts
18.15.020 Land Use Regulations for Residential Districts
18.15.030 Development Standards for Residential Districts
18.15.040 Additional Development Standards
18.15.050 Accessory Dwelling Unit (ADU and JADU)
18.15.060 Accessory Structure and Use: Residential Districts
18.15.070 Permanent Basketball Hoops
18.15.080 Swimming Pool and Hot Tub
18.15.090 Animals
18.15.100 Container or Storage Unit
18.15.110 Density Bonus
18.15.120 Emergency Shelters
18.15.130 Home Occupation
18.15.140 Inclusionary Housing
18.15.150 Manufactured Homes
18.15.160 Residential Care Facility
18.15.170 Single Room Occupancy (SRO)
18.15.180 Two-Unit Projects
18.15.190 Urban Lot Split
18.15.010 Purpose and Intent of Residential Zoning Districts A. Specific Ppurposes. In addition to the general purposes listed in PHMC §Section 18.05.020 (Purposes), the specific purposes of residential zoning districts are to: [Source: 18.20.010.A]
1. Preserve, protect, and enhance appropriately located areas for residential land use, consistent with the Ccity-wide Ddesign Gguidelines, Ggeneral Pplan, and the standards of public health and safety. [Source: 18.20.010.A.1]
2. Minimize the impacts of uses. Protect residents from the harmful effects of excessive noise, overcrowding, excessive traffic, excessive on-street parking, insufficient parking and other adverse environmental effects. [Source: 18.20.010.A.2]
3. Achieve design compatibility between new multi-family residential developments and surrounding less intensivelower density residential neighborhoods by establishing physical development standards and performance standards. [Source: 18.20.010.A.3]
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6 4. Ensure adequate provisions for sites, with reasonable access to public services, for appropriate public and semipublic land uses, including care facilities, needed to complement residential development or that require a residential environment. At the same time, protect the relatively quiet, primarily noncommercial, family atmosphere of neighborhoods. [Source: 18.20.010.A.4]
5. Minimize the out-of-scale appearance of large homes, parking areas, and other development relative to their lot size and to other homes in a neighborhood. [Source:
18.20.010.A.5]
6. Minimize transient occupancy (other than transitional housing), where occupants may have few or no bonds with the community, thereby diminishing the sense of community in a particular neighborhood. [Source: 18.20.010.A.6]
7.6. Provide for certain care facilities, emergency shelters, and supportive/transitional housing to meet current and projected need while ensuring compatibility with surrounding neighborhoods to benefit disabled persons while ensuring that such uses do not create an institutional environment that would defeat the purpose of communitybased care (either by overconcentration or by impacts of the use). [Source:
18.20.010.A.7, modified]
B. Summary of Rresidential Zoning Ddistricts. The specific purposes and intent of each of the eEleven residential zoning districts are established to carry out these purposesas follows:
[Source: 18.20.010.B, modified]
1. R-20, and R-15 - Low Density Ssingle-Ffamily Rresidential Zoning Ddistricts. The R20 and R-15 zoning districts allow are intended for low density single-family residential land usedevelopment (1.3 to 3 dwelling units per acre) on larger lots ranging from 15,000 square feet in the R-15 zoning district to 20,000 square feet in the R-20 zoning district, at densities from 1.3 to 3 units per net acre subject to appropriate standards.
In the R-20 district the minimum lot size is 20,000 square feet. In the R-15 district, the minimum lot size is 15,000 square feet. The R-20 and R-15 zoning districts implement the Single-Family Low Density (SFLD) land use designations in the General Plan [Source: 18.20.010.B.1, modified]
2. R-10 and R-10A - Ssingle-Ffamily Medium Density Rresidential Zoning Ddistricts. The purpose of the R-10 and R-10A districts allow is to provide areas of the city that allowfor low and medium density single-family residential land usedevelopment (3.1 to 4.5 dwelling units per acre) and other compatible uses that promote an environment with minimal traffic, noise, and uses complementary to residential neighborhoods at densities from 3.1 to 4.5 units per net acre, subject to appropriate standards. The minimum lot size in the R-10 zoning district is 10,000 square feet. The minimum lot size in the R-10A zoning district is 7,000 square feet with an average lot size of 10,000 square feetIn the R-10 district the minimum lot size is 10,000 square feet. In the R-10A district, the average lot size is 10,000 square feet or more and the minimum lot size is 7,000 square feet. The R-10 and R-10A zoning districts implement the Single-Family Medium Density (SFMD) land use designation in the General Plan [Source:
18.20.010.B.2, modified]
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7 3. R-7 and R-6 - Ssingle-Ffamily High-Density Rresidential Zoning Ddistricts. The purpose of the R-7 and R-6 districts is to provide areas of the city that allow for singlefamily and low-density multi-family residential developments (e.g., duplexes, triplexes) and other compatible uses that promote neighborhoods with a mixture of housing types and sizes to meet community needs. high density single-family residential land use The R-7 and R-6 zoning districts allow for densities between at densities from 4.6 to
7.36.9 dwelling units per net acresubject to appropriate standards. In tThe R-7 zoning district the has a minimum lot size is of 7,000 square feet, whereas the. In the R-6 zoning district is intended for smaller lots with, the a minimum lot size is 6,0006,313 square feet. The R-7 and R-6 zoning district implements the Single-Family HighDensity (SFHD) land use designation in the General Plan. [Source: 18.20.010.B.3, modified]
4. RMD-East and RMD-West – Mangini Delu Residential Zoning Districts. The purpose of the RMD zoning districts is to allow for the development of a variety of housing types on the Mangini-Delu property while preserving natural open space. The RMD zoning districts allow for densities between 4.6 to 13 dwelling units per acre to provide for a range of single-family and low-density multifamily housing options. The RMD-West zoning district is intended for higher intensity development, while the RMD-East zoning district is intended for lower intensity development to provide as a transitional area between existing single-family residential neighborhoods and higher intensity residential development in RMD-West. Allowed uses and development standards in the RMD zoning districts shall be established in an adopted master plan or specific plan before development takes place, unless provided otherwise in this Chapter. The RMD zoning districts implement the Mangini-Delu Residential (MDR) land use designation in the General Plan. [Source: NEW]
3.5. MRVLMFVL- V very Llow Ddensity Mmultiple-Ffamily Rresidential Zoning Ddistrict.
The purpose of the MRVLMFVL zoning district is to allows for high-density single-family residential uses and very low-density multi-family residential uses (e.g., duplexes, townhouses, triplexes)., including duplexes, townhouses and attached or detached single-family homes on small lots; all with landscaped open space The MFVL zoning district allows for at a density densities between 7 and 11.912 dwelling units per acre and implements the Multi-Family Very Low-Density (MFVLD) land use designation in the General Plan.. [Source: 18.20.010.B.4, modified]
4.6. MRLMFL – Llow- dDensity Mmultiple-Ffamily Rresidential Zoning Districtdistrict. The purpose of the MRLMFL zoning district allows is to allow for high-density single-family residential uses or low-density multi-family residential uses including duplexes, townhousestriplexes, and single-family attached homes with zero lot line, mobile homesmanufactured housing, or cluster housingsmall condominiums or apartments.; all with landscaped open space The MFL zoning district allows for at a density densities between 12.1 and 19.9 20 dwelling units per acre and implements the Multi-Family Low-Density (MFLD) land use designation in the General Plan. [Source:
18.20.010.B.5, modified]
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8 5.7. MRMMFM – Mmedium- Ddensity Mmultiple-Ffamily Rresidential districtZoning District.
The purpose of the MRMMFM zoning district allows is to allow for multi-family residential uses including townhouses, mobile homesmanufactured housing, and midsized condominiums or apartments at a with densitiesty between 20.1 and 29.9 30 dwelling units per acre. The MFM zoning district implements the Multi-Family Medium Density (MFMD) land use designation in the General Plan. [Source: 18.20.010.B.6, modified]
6.8. MRHMFH - Hhigh Ddensity Mmultiple-Ffamily Rresidential Zoning Ddistrict. The purpose of the MRHMFH zoning district is to allowallows for more intensive multi-family residential uses including townhouses, condominiums and apartments with a density rangewith densities between 30.1 and 40 dwelling units per acre. The MFH zoning district implements the Multi-Family High-Density (MFHD) land use designation in the General Plan. [Source: 18.20.010.B.7, modified]
7.9. MRVHMFVH - Very Hhigh Ddensity Mmulti-Ffamily Rresidential Zoning Ddistrict. The purpose of the MRVHMFVH zoning district is to allow for allows for intensive multifamily residential uses at higher densities (40.1 to 73 dwelling units per acre) including studio flats, condominiums, and larger apartment complexess with a density range between 40 and 73 units per acre. The MFVH zoning district implements the MultiFamily Very High-Density (MFVHD) land use designation of the General Plan. [Source:
18.20.010.B.8, modified]
8.10. HPUD – Hillside Planned Unit Development Residential Zoning District.residential hillside planned unit development The HPUD zoning district allows for limited residential development including townhouses, condominiums and single-family homes on parcels having an average slope of 15 percent% or greater. The HPUD zoning district implements various single-family and multi-family land use designations in the General Plan. The following parcels shall be exempt from the HPUD standards established in this Parttitle: (Reference: PHMC Chapter 18.35.) [Source:
18.20.010.B.9, modified]
a. 152-010-004 (off of Paso Nogal Road)
b. 154-140-015 (off of Morello Avenue)
11. PUD/PPD - Rresidential Pplanned Uunit Ddevelopment or Precise Plan District. The PUD/PPD Zoning District allows for residential development with a total number of dwelling units that does not fall below the minimum number or exceed the maximum number permitted by the Ggeneral Pplan for the total area allocated to residential use. (See also Gov’t Government Code § Section 65589.5.) (Ord. 967 § 3, 2024; Ord. 867 § 4, 2012; Ord. 856 § 2 (Exh. A), 2011; Ord. 796 § 2, 2005; Ord. 710 § 35-5.1, 1996; 1991 code § 35-5.1) [Source: 18.20.010.10, modified]
C. Per Government Code Section 65583.2, subdivisions (c), (h) and (i), lower-income sites including: those in the sites inventory with a proposed zoning change to meet the RHNA shortfall, vacant sites identified in two previous housing elements, and non- vacant sites identified in the previous housing element, shall allow owner-occupied and rental multifamily uses permitted by-right (without discretionary approval) for developments in which 20 percent
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9 or more of the units are affordable to lower income households, accommodate a minimum of 16 units per site, and include a minimum density of 20 units per acre. “By-right” means that a Conditional Use Permit, Planned Unit Development Permit, or other discretionary review or approval is not required. [Source: NEW]
18.15.020 Land Use Regulations for Residential Districts A. Residential Land Use Classifications. In Schedule 18.20.020Table 18.15-1 (Residential Land Use Regulations) establishes the land uses allowed within each residential zoning district.
Descriptions of each land use can be found in Chapter 200 (Land Use Classifications). [Source:
18.20.020, modified], the uses allowed for each residential zoning district are established by letter designations as follows:
“P” designates use classifications permitted in residential districts. “U” designates use classifications permitted on approval of a use permit. “T” designates use classifications permitted on approval of a temporary use permit. “L” followed by a number designates use classifications subject to certain limitations listed by number following the schedule.
“P/U” designates use classifications permitted on the site of a permitted use, but requiring a use permit on the site of a conditional use.
B. Zoning Permit Required. Each land use listed in Table 18.15-1 (Residential Land Use Regulations) as permitted “P” shall require the issuance of a Zoning Permit in compliance with Chapter 18.160 (Zoning Permit) before the establishment of a new use or issuance of a Building Permit. [Source: NEW]
C. Other Permits and Entitlements. In addition to the permits listed in Table 18.15-1 (Residential Land Use Regulations), additional permits or entitlements, such as Architectural Review Permits, Building Permits, or Zoning Permits, may be required before a land use can be established. The approval or issuance of one permit or entitlement does not exempt the requirement to obtain any other necessary permits or entitlements unless stated otherwise in this Title. Applicants should consult the Planning Division regarding any permits or entitlements required for a project. [Source: NEW]
D. Uses Not Listed. The usesLand uses not listed in Table 18.15-1 (Residential Land Use Regulations) are based on the use classifications set forth in PHMC Chapter 18.15. Use classifications not listed are prohibited not allowed unless authorized by the Zzoning Aadministrator through resolution under PHMC § 18.15.010.
E. Applicability of Land Use Regulations in RMD Zoning Districts. Land use regulations for all developments in the RMD zoning districts (RMD-East and RMD-West) shall be established in an adopted master plan or specific plan before development takes place, unless otherwise stated in this Title. [Source: NEW]
B.F. The “Additional Use Regulations.” The right-hand column includes specific limitations applicable to the use classification or refers to regulations located elsewhere in this Ttitle. [Source: 18.20.020, modified]
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10 Table 18.15-1: Residential Land Use Regulations
Key P = Permitted; U = Use Permit Required; T = Temporary Use Permit Required; (-) = Not Allowed; L = Permitted with Limitations, P/U = Permitted on site of a permitted use Land Use
Permit Requirement by Zoning District
Additional Use
Regulations
R-20 R-10 R-7
RMDEast*RMDWest*MFRV
L
MFRL MFRM MFRH MFRVH
R-15 R-10A R-6
Residential Uses
Accessory dwelling unit See Section 18.15.050 PHMC § 18.20.095.
Accessory, junior,
dwelling unit, junior
See Section 18.15.050 PHMC § 18.20.095.
Bed and breakfast – – – – – – – – – –
Emergency homeless
shelter
U U U U U – – – – – Only on church or
school sites. See
Section 18.15.100
PHMC
§ 18.20.085.B and
C.
Employee housing P P P P P P P P P P
Family day care home,
up to 14 children
P P P P P P P P P P
Group residential – – – P P P P P P P
Home occupation
P P P P P P P P P P See Section
18.15.110 PHMC
§ 18.20.070.
Mobile/manufactured
housing
P P P P P – – – – –
Multifamily residential
Two-unit P P P P P P P P P P L-8
Three-unit U U U P P P P P P P
Four-unit U U U P P P P P P P
Five or more units - - - - P P P P P P
Residential Ccare
facility, small, licensed
P P P P P P P P P P See Section
18.15.150 PHMC
§ 18.20.075.
Residential Ccare
facility, small,
unlicensed
U U U U U U U U U U
Senior housing P P P P P P P P P P
Single-room occupancy
– – – U U U U U U U See Section
18.50.160 PHMC
§ 18.20.085.
Single-family residential P P P P P P P P P P
With boarder or lodger
P P P P P P P P P P No more than 3
boarders or
lodgers.
Supportive housing P P P P P P P P P P
Transitional housing P P P P P P P P P P
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11 Table 18.15-1: Residential Land Use Regulations
Key P = Permitted; U = Use Permit Required; T = Temporary Use Permit Required; (-) = Not Allowed; L = Permitted with Limitations, P/U = Permitted on site of a permitted use Land Use
Permit Requirement by Zoning District
Additional Use
Regulations
R-20 R-10 R-7
RMDEast*RMDWest*MFRV
L
MFRL MFRM MFRH MFRVH
R-15 R-10A R-6
Public and Semipublic Uses
Residential Ccare
facility, large licensed or
unlicensed
U- -U -U U U U U U U U Section 18.15.150
Cemetery U U U U U U U U U U
Clubs and lodges U U U U U U U U
Community center U U U U U U U U U U
Cultural institutions U U U U U U U U U U
Day care, general U U U U U U U U U U L-1
Park and recreational
facilities
U U U U U U U U U U
Public safety facilities U U U U U U U U U U
Offender rehabilitation
services
– – – U U – – – – –
Religious Place of
assembly
U U U U U U U U U U
School, college and
universitys, public or
private
U U U U U U U U U U
School, private U U U U U U U U U U
School, technical/trade
and vocational
U U U U U U U U U U
Utilities, major U U U U U U U U U U
Utilities, minor P P P P P P P P P P
Wireless
telecommunications
facility
L-3 L-3 L-3 L-3 L-3 L-3 L-3 L-3 L-3 L-3 See PHMC
Chapter
18.67.Chapter
18.100
Commercial Uses
Animal sales and
service
– – – – – – – – – – Only animal
boarding and
riding academies.
Horticulture, limited U U U U U U U U U U
Accessory Uses
Accessory Uses P/U P/U P/U P/U P/U P/U P/U P/U P/U P/U See PHMC §
18.20.050.Section
18.15.060
Temporary Uses
Agricultural sales T T – – – – – – – – L-7.
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12 Table 18.15-1: Residential Land Use Regulations
Key P = Permitted; U = Use Permit Required; T = Temporary Use Permit Required; (-) = Not Allowed; L = Permitted with Limitations, P/U = Permitted on site of a permitted use Land Use
Permit Requirement by Zoning District
Additional Use
Regulations
R-20 R-10 R-7
RMDEast*RMDWest*MFRV
L
MFRL MFRM MFRH MFRVH
R-15 R-10A R-6
Animal shows or sales – T T T T – – – – – L-2 and L-5.
Arts and crafts show
outdoors
– T T T T – – – – – L-2 and L-5.
Christmas tree sales – T T T T – – – – – L-2 and L-7.
Civic and community
events
– T T T T – – – – – L-2 and L-6.
Commercial filming,
limited
– T T T T – – – – – L-2 and L-6.
Religious or gGroup
assembly events
– T T T T – – – – – L-2 and L-6.
Live entertainment
events
– T T T T – – – – – L-2, L-4 and L-6.
Outdoor exhibits – T T T T – – – – – L-2 and L-6.
Personal property sales P P P P P P P P P P L-5.
Pumpkin sales – T T T T – – – – – L-2 and L-7.
Recreational events – T T T T – – – – – L-2 and L-6.
Street fairs T T T T T T T T T T L-7.
Swap meet – T T T T – – – – – L-2 and L-5.
Trade fairs – T T T T – – – – – L-2 and L-5.
Limitations on Specific Use Classifications
L-1 Minimum site area of 10,000 square feet.
L-2 Minimum site area of one acre.
L-3 Minimum site area of three acres.
L-4 See Section 18.25.090 for live entertainment standards.
L-5 Not more than six occurrences during a calendar year. Each occurrence shall not exceed two consecutive days.
L-6 Not more than four occurrences during a calendar year. Each occurrence shall not exceed seven consecutive days.
L-7 Not more than six occurrences during a calendar year, for not more than 14 consecutive days per occurrence.
L-8 When located in a single-family zoning district (R-20, R-15, R-10, R-10A, R-7, and R-6), two-unit residential dwellings shall only be allowed "P" when in compliance with Chapter 18.15.185 (Two Unit Projects) or Chapter 18.15.190 (Urban Lot Split).
18.15.030 Development Standards for Residential Districts A. Schedule 18.20.030Table 18.15-2 (Development Standards – Residential Zoning Districts) prescribes development regulations for all development in for residential zoning districts. The “Additional Development Regulations” column refers to PHMC § 18.20.040, identifies additional development regulations, or refers to other applicable regulations located elsewhere in this chapterZoning Ordinance. [Source: 18.20.030.A, modified] * Only applicable to projects as determined in Subsection 18.15.020.E (Applicability of Land Use Regulations in RMD Zoning Districts).
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13 B. Supplemental Development Standardsregulations. Sections 18.15.040 through 18.15.190 are applicable to all development in all residential zoning R districts are in PHMC § 18.20.050 through § 18.20.140; they set forth requirements for accessory structures, affordable housing, home occupations, large family day care, second units, and swimming pools and hot tubs. [Source: 18.20.030.B, modified]
C. Applicability of Development Standards in RMD Zoning Districts. Development standards for all developments in RMD zoning districts (RMD-East and RMD-West) shall be established in an adopted master plan or specific plan before development takes place, unless otherwise stated in this Title. [Source: NEW]
C.D. Additional Regulations. The following development standards that are applicable to all zoning districts, included in Part 4, set forth requirements for can be found in Part 3 and Part 5 of this Title.: [Source: 18.20.030.C, modified]
1. Additional site development regulationsGeneral Site and Development Standards (PHMC Chapter 18.5018.45); [Source: 18.20.030.C.1, modified]
2. Off-Sstreet Pparking and Lloading (PHMC Chapter 18.5570); [Source: 18.20.030.C.2, modified]
3. Signs (PHMC Chapter 18.6080); and [Source: 18.20.030.C.3, modified]
4. Nonconforming uses and structures (PHMC Chapter 18.19065). [Source:
18.20.030.C.4, modified]
4.5. Tree Preservation (Chapter 18.90) [Source: NEW]
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14 18.15.040 Additional Development Standards
A. Minimum site area for certain uses. The minimum site area shall be 10,000 square feet for the following use classifications:
Table 18.15-2: Development Standards – Residential Zoning Districts Development
Standard
(minimum unless
stated otherwise)
Zoning District
Additional
Development
Regulations
(see corresponding
letter in Section
18.15.040)
R-20R-15R-10
R-10A
R-7R-6
RMD-East*
RMD-West*
MFRVL
MFRL
MFR
M
MFR
H
MFRVH
Parcel Dimensions
Site Area per
Dwelling Unit (sq.
ft.)
–
20,000
–
15,000
–
10,000
10,000 –7,000 –6,000 – – –3,500 –2,500 –1,500 –1,150 –600 Lot Area (sq. ft.) 20,000 15,000 10,000 7,0001 7,000 6,313 6,000
9,500 9,500 10,000 10,000 8,500 8,000 8,000 A, B, K
Width (ft) 100 100 80 70 70 60 60 70 70 70 80 80 80
Depth (ft) 120 100 90 90 90 90 90 90 90 90 90 90 90
Setbacks
Front (ft) 25 20 20 20 20 20 20 15 15 15 10 10 10 C
Rear (ft) 15 15 15 15 15 15 15 15 15 15 15 15 15 D, J
Side (ft) 15 10 5 5 5 5 55 10 10 10 10 5 5 D, E, J
Corner Lot (ft) 15 15 15 15 15 15 15 15 15 15 10 10 10 C, D, J Aggregate Side
(ft)
35 25 15 15 15 15 15 20 20 20 20 10 10 D, E, J
Creek Setback
– – – – – – – – – – – – – Section
18.50.150Chapter
18.60 Height and Lot Coverage (maximum)
Building Height (ft) 35 35 35 35 35 35 35 35 35 35 40 50 7560 Lot Coverage 25% 25% 30% 35% 35% 35% 35% 50% 5040% 5040% 50% 60% 70% M Floor Area Ratio 40% 40% 40% 40% 40% 40% 40% – – – – – – N Other Standards
Open Space – – – – – – –– – – – – – – F, G
Scenic Route
Setback (ft)
2550 2550 2550 2550 2550 2550 25 25 2550 2550 2550 2550 2550 Site Landscaping – – – – – – – 35% 35% 35% 30% 25% 15% H Fences and Walls – – – – – – – – – – – – – I
Supplemental
Regulations
– – – – – – – – – – – – – Section 18.20.050
through 18.20.140
and Part 4.
Nonconforming
Structures
– – – – – – – – – – – – – Chapter 18.65.
City-Wide
Objective Design
Standards
– – – – – – – – – – – – – Section 18.20.040.K.
* See Subsection 18.15.020.C (Applicability of Development Standards in RMD Zoning Districts). 1 In the R-10A zoning district, the average lot size is 10,000 square feet or more and the minimum lot size is 7,000 square feet.
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15 1. Day care, generalgeneral day care, [Source: 18.20.040.A, modified]
2. general residential careCare facilities, large [Source: 18.20.040.A, modified]
1.3. and public or private schools. Schools, public or private [Source: 18.20.040.A, modified]
B. Minimum required Llot Aarea. Minimum required lot area shall be “net” as defined in PHMC Section § 18.140.01018.205.0140 (“N” Definitions),; except, for minor subdivisions comprising of no more than two parcels and located within the R-6, R-7, R-10A, and R-10 through R-10 zone zoning districts, in which case,comprised of not more than two parcels, the following exception(s) may be approved by the Zzoning Aadministrator and/or the Pplanning Ccommission when considering approval of the minor subdivision: [Source: 18.20.040.B, modified]
1. The area of any private driveway access easement required to meet minimum fire district standards, up to a maximum of 30 percent% of the gross lot area, may be included in determining compliance with minimum lot area requirements; provided, that the decision-making authority on the minor subdivision finds that there is no other feasible method for the minor subdivision to comply with minimum fire district standards and also comply with minimum lot area requirements; and [Source: 18.20.040.B.1, modified]
2. The gross lot area of each parcel lot in the proposed minor subdivision complies with the lot area required by the Ggeneral Pplan. [Source: 18.20.040.B.2, modified] C. Garages. Any garage structure with the garage door or driveway facing a property line shall be set back a minimum of 20 feet from that property line and/or from a private vehicular access easement. [Source: 18.55.150.D, modified]
D. Corner or and Ddouble-Ffrontage Llot Setbackss.
1. Double-Ffrontage Llots. Double-frontage lots, as shown if Figure 18.15-__ shall have ameet the minimum front yardsetback requirement for the zoning district on each street frontage. [Source: 18.20.040.C, modified]
2. Corner Llots. shall have a front yard on each frontage: the front side and the corner side yard (usually the longest frontage; see PHMC Chapter 18.140, definition of “yard types”). On a corner lotOn a corner lot any street side frontage may be used as the front setback, given the following conditions:
a. where the The entry to the dwelling is shall be located on the frontage designated as the front setbackon the corner side, [Source: 18.20.040.C, modified]
b. this corner side may be used as the front yard; provided, that: (1) all other yard setbacks are in compliance with PHMC § 18.20.030 All other setback requirements are met, in compliance with this Chapter, in the event the front setback is switched; and (2) [Source: 18.20.040.C, modified]
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Chapter 18.15 Residential Zoning Districts
16 a. garages (attached or detached) with driveway access from the corner side property line are set back a minimum of 20 feet from the corner side property line. (See off-street parking and loading regulations, PHMC § 18.55.150.) [Source: 18.20.040.C]
C.E. Buildings Over 35 Feet height, required yards, and stepbacks. In addition to all applicable standards established in this Cchapter, buildings taller than 35 feet in height located on a parcel lot adjacent to a single-family residential zoning district (R-6, R-7, R-10A, R-10, R-15, R-20)e shall use a minimum of one of the following techniquesincorporate one of the following:
[Source: 18.20.040.D, modified]
1. Stepbacks. Any portionThe building shall be designed to “stepback” upper floors of the building that exceeds the 35-foot base height shall be stepped back at least one foot for every one foot of increased building height above 35 feet. For example, the base wall of a building with a proposed maximum height of 40 feet could be located at the required side and/or rear setback line up to a height of 35 feet, then the wall must recess a minimum of one foot further away from the side and/or rear setback line for every foot beyond the base height of 35 feet until the building attains the height of 40 feet, or an additional five feet.For example, consider a building with a proposed height of 40 feet. The height of the main wall of the building base would start at 35 feet at the required side and/or rear yard line, then increase by one foot for every foot beyond the side/rear yard line until it attains the height of 40 feet at a minimum distance of five feet behind the side/rear yard line [Source: 18.20.040.D.1, modified]
2. Additional Sside and Rrear yard Setback Areaarea. The required side and rear yards setbacks established in Table 18.15-2 (Development Standards – Residential) shall be increased by one foot for every one foot of structure height in excess ofexceeding 35 feet, but not to exceednot exceeding 10 additional feet. For example, a building with a proposed height of 40 feet would have side and rear setbacks that are five feet to be set back an additional five feet from more than the required side/year and rear yard linessetbacks established in Table 18.15-2 (Development Standards – Residential).
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17 D.F. Zero-Lot Lineside yard Ddevelopment. A structure legally constructed in conformance with the standards for zero-side lot linet yard development in effect immediately before this Cchapter was adopted shall not be considered a nonconforming structure subject to PHMC Chapter
18.65190 (Nonconforming Provisions); provided, that an exterior addition or enlargement shall require a Uuse Ppermit issued by the Zzoning Aadministrator, and no addition or enlargement shall increase the existing floor area by more than 10 percent% nor increase the lot coverage to more than 50 percent%. [Source: 18.20.040.E, modified] E.G. Open Sspace. Total usable open space on a site having three or more dwelling unitsMultifamily residential developments shall have shall be at least 200 square feet of usable open space per dwelling unit. This requirement shall be met by providing private open space, shared common open space, or a combination of the two in compliance with the Citywide Residential Guidelines and Objective Design Standards. No common open space area shall have a dimension less than 10 feet. [Source: 18.20.040.F, modified]
1. Private open space. Private open space areas must comply with sections II.B.8 and II.B.9 of the adopted Residential Guidelines and Objective Design Standards (city council Resolution No. 18-22).
2. Shared open space. To satisfy the open space requirement, shared open space must be provided by interior side yards, patios and terraces, each designed so that a horizontal rectangle inscribed within it has no dimension less than 10 feet. The open space must be open to the sky, and may not include driveways or parking areas, or area required for front or corner side yards unless these yard areas are landscaped and usable.
F.H. Park Lland Ddedication. Each residential unit is subject to the park land dedication requirements of the Pleasant Hill Ssubdivision Oordinance (PHMC Title 17).
G.I. Planting Aareas. In addition to the minimum percentage of the site to be landscaped, listed in the scheduleTable 18.15-2 (Development Standards for Residential Districts), the following requirements apply:
1. Yards Setback Areas Aadjoining Sstreets. All visible portions of a required yard setback areas adjoining a street that are not used for driveways or walks shall be landscaped. In R (single-family) zoning districts, a minimum of 50 percent% of the required front yard setback areas shall be maintained as landscaped area.
Recreational vehicles, utility trailers, unmounted camper tops, boats, cars, trucks, motorcycles, or other vehicles shall not be parked or stored within a required landscaped area. Landscaped area shall consist of plantings, lawn, mulch, decorative bark, approved decorative landscape features, and other decorative pervious surfaces subject to the approval of the Zzoning Aadministrator.
2. Interior Setback Areas yards. In the MRVLMFVL and MRLMFL zoning districts, at least 50 percent% of each required interior side yard setback area and rear yard setback areas shall be landscaped having a minimum width of five seven and one-half feet adjoining a side or rear property line. The width of a required landscaped area may be reduced to three feet in one side or rear yard setback areas adjoining a driveway or
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Chapter 18.15 Residential Zoning Districts
18 patio, and a nonresidential accessory structure may occupy a portion of the landscaped area in a rear yardsetback area.
3. Notwithstanding Ssubsection IH.2 of this Ssection and Ssections II.A.9 and II.B.13 in the adopted ciCity-wide Design Guidelines and Objective Design Standards(city council Resolution No. 18-22) a continuous landscaped area having a minimum width of five feet shall be provided along interior property lines when an MRVLMFVL, MRLMFL, MRMMFM, MRHMFH, MRVHMFVH zoninge district adjoins an R (singlefamily) zoning district. [Source: 18.20.040.D.3, modified]
4. Exception. Up to 50 percent% of the required landscaping area may be provided through the use of decorative hardscape, and/or pervious pavement areas subject to Aarchitectural Rreview Commission or Pplanning Ccommission approval as part of a proposed project (see PHMC § 18.52.030.FChapter 18.95 (Water-Efficient Landscaping)). [Source: 18.20.040.D.4, modified]
J. Fences and Wwalls. All fences and walls in residential zoning districts shall comply with the standards established in Chapter 18.65 (Fences, Walls, and Screening).
H. The maximum height of any fence or wall (including a retaining wall) is six feet, except three feet within required front and corner side yards, unless otherwise specified below. For singlefamily residences on corner lots, a five-foot setback from the corner side property line is required for a wall or fence over three feet in height. (See also subsection C of this section.) Height is measured pursuant to PHMC § 18.145.050.B. [Source: 18.20.040.I]
1. Key lots. Where a corner lot abuts a key lot, a triangular area, 12 feet on each side, must remain unfenced. [Source: 18.20.040.I.1]
2. Rear property line exceptions. On a lot with a rear lot line abutting a public trail, canal, East Bay Municipal Utility District right-of-way or public street, the maximum rear yard fence height is eight feet. [Source: 18.20.040.I.2]
3. Fences with retaining walls. The height is measured as the combined height of a retaining wall, fence, wall or screen (not to exceed a maximum height of six feet measured from the higher side of the adjacent grade). A retaining wall is not included in the measurement if it is located so that its horizontal distance from the fence is equal to or greater than the height of the retaining wall. Height is measured pursuant to PHMC § 18.145.050.B. [Source: 18.20.040.I.3]
4. Sight distance. All fences are subject to the visibility requirements of PHMC §
18.50.100. [Source: 18.20.040.I.4]
I. Prohibited fences. High voltage electrical fences, razor wire, barbed wire, and other materials which pose a safety hazard are strictly prohibited. [Source: 18.20.040.I.5] J.K. Setbacks from Vvehicular Eeasements. Minimum required yard setbacks shall be provided and measured from vehicular easement boundaries in the same manner that such setbacks are provided and measured from a public right-of-way. [Source: 18.20.040.J, modified] L. Cityw-wide Design Guidelines and Oobjective Ddesign Sstandards. All single-family residential and multi-family residential development shall comply with objective design standards, as adopted by city council resolutionthe Design Guidelines and Objective Design Standards. If a
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19 proposed rResidential development projects that qualifyies for streamlined permit review, as determined by Sstate law, shall be reviewed by the Zzoning Aadministrator shall review the proposed project to verify compliance with the applicable objective design standards applicable to such projects. Proposed residential development pQualifying projects that comply with all applicable objective design standards shall be subject to a processed ministerially architectural review. Qualifying projects that do not comply with the all applicable objective design standards shall be subject to the Aarchitectural Rreview Ppermit process, as specified established in PHMC Chapter 18.115110 (Architectural Review Permits). [Source: 18.20.040.K, modified] M. Lot coverage for accessory dwelling units. Up to 800 square feet of floor area dedicated to an existing or proposed Accessory Dwelling Unit shall be exempt from the maximum lot coverage calculations. [Source: NEW]
K.N. Floor area ratio (FAR) for accessory dwelling units. Up to 800 square feet of floor area dedicated to an existing or proposed Accessory Dwelling Unit shall be exempt from the maximum FAR calculations. [Source: NEW]
18.15.050 Accessory Dwelling Unit (ADU and JADU)
A. A. Purpose and Intent.
1. Purpose. The purpose of this Ssection is to allow and regulate accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) in compliance with California Government Code Ssections 65852.2 and 65852.2266310 through 66342. [Source:
18.20.095.A, modified]
2. Intent. The regulations of this Section are intended to: [Source: NEW] a. Implement the provisions of the General Plan Housing Element. b. Assure compliance with State law.
c. Encourage the development of ADUs.
d. Streamline and minimize governmental constraints on residential development a.e. Minimize potential adverse impacts on public health, safety, and general welfare that may be associated with accessory dwelling units.
B. Applicability. The regulations established in this Section shall apply to all ADUs and JADUs allowed in compliance with this Zoning Ordinance and State law. Any construction, establishment, alteration, enlargement or modification of an ADU shall comply with the requirements of this Section and the California Building Code. B. Effect of conforming. An ADU or JADU that conforms to the standards in this Ssection will not be: [Source: 18.20.095.B, modified]
1. 1. Deemed to be inconsistent with the Gcity’s general Pplan and zoning designation zoning district for the lot on which the ADU or JADU is located. [Source: 18.20.095.B.1, modified]
2. 2. Deemed to exceed the allowable density for the lot on which the ADU or JADU is located. [Source: 18.20.095.B.2]
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20 3. 3. Considered in the application of any local ordinance, policy, or program to limit residential growth. [Source: 18.20.095.B.3]
4. 4. Required to correct a nonconforming zoning condition, as defined in Ssubsection C.8 of this Ssection. This does not prevent the Ccity from enforcing compliance with applicable building standards in accordance compliance with California Health and Safety Code Ssection 17980.12. [Source: 18.20.095.B.4, modified] C. C. Definitions. As used in this Ssection, terms are defined as follows (additional terms: [Source:
18.20.095.C]
1. 1. Accessory Ddwelling Uunit or (ADU). An attached or a detached residential dwelling unit which provides complete independent living facilities for one or more persons. It shall include permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the single-family primary dwelling unit is situated. An accessory dwelling unit also includes the following:means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit also includes the following: [Source: 18.20.095.C.1, modified] a. a. An efficiency unit, as defined by California Health and Safety Code section 17958.1; and [Source: 18.20.095.C.1.a]
b. b. A manufactured home, as defined by California Health and Safety Code section 18007. [Source: 18.20.095.C.1.b]
2. 2. Accessory structure means a structure that is accessory and incidental to a primary dwelling located on the same lot. [Source: 18.20.095.C.2]
3.2. 3. Complete Iindependent Lliving Ffacilities. means pPermanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the single-family or multifamily dwelling is or will be situated. [Source: 18.20.095.C.3, modified]
4.3. 4. Attached. An attached means a structure that shares a common wall with the primary residential dwelling structure on a lot. A structure that is connected to the primary residential dwelling solely by a breezeway shall not be considered attached. [Source:
18.20.095.C.4]
5.4. 5. Efficiency Kkitchen. means a A removable kitchen that does not exceed six lineal feet and includes each of the following: [Source: 18.20.095.C.5, modified] a. a. A cooking facility with appliances Examples of appliances that may be used include microwaves, two-burner electric stove tops refrigerators, freezers, toaster ovens. [Source: 18.20.095.C.5.a, modified]
b. b. A food preparation counter or counters that total at least 15 square feet in area. [Source: 18.20.095.C.5.b]
c. c. Food storage cabinets that total at least 30 square feet of shelf space. [Source: 18.20.095.C.5.c]
6.5. 6. Junior Aaccessory Ddwelling Uunit (JADU). A JADU is a or JADU means a residential unit that satisfies all of the following: does not exceed 500 square feet and
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21 is contained entirely within an existing or proposed structure and includes an efficiency kitchen and access to either private or shared sanitation facilities within the existing structure. [Source: 18.20.095.C.6, modified]
a. a. Is no more than 500 square feet in size; [Source: 18.20.095.C.6.a] b. b. Is contained entirely within an existing or proposed single-family structure (an enclosed use within the residence, such as an attached garage, is considered to be a part of and contained within the single-family structure); [Source: 18.20.095.C.6.b]
c. c. Includes its own separate sanitation facilities or shares sanitation facilities with the existing or proposed single-family structure; [Source:
18.20.095.C.6.C]
d. d. If the unit does not include its own separate bathroom, then it contains an interior entrance to the main living area of the existing or proposed singlefamily structure in addition to an exterior entrance that is separate from the main entrance to the primary dwelling; and [Source: 18.20.095.C.6.d] e. e. Includes an efficiency kitchen, as defined in subsection C.5 of this section. [Source: 18.20.095.C.6.e]
7.6. 7. Living Aarea. means tThe interior habitable area of a dwelling unit, includesing basements and attics, butattics but does not include a garage or any accessory structure. [Source: 18.20.095.C.7, modified]
8.7. 8. Nonconforming Zzoning Ccondition. means aA physical improvement on a property that does not conform with current zoning standards. [Source: 18.20.095.C.8, modified]
9.8. 9. Passageway. means aA pathway that is unobstructed clear to the sky and extends from a street to one entrance of the ADU or JADU. [Source: 18.20.095.C.9, modified]
10.9. 10. Proposed Ddwelling. means a A dwelling that is the subject of a permit application and that meets the requirements for permitting. [Source: 18.20.095.C.10, modifed]
11.10. 11. Public Ttransit. means aA location, including, but not limited to, a bus stop or train station, where the public may access buses, trains, subways, and other forms of transportation that charge set fares, run on fixed routes, and are available to the public. [Source: 18.20.095.C.11, modified]
12.11. 12. Tandem Pparking. means that When two or more automobiles are parked on a driveway or in any other location on a lot, lined up behind one another, such that the front vehicle may not be retrieved without the rear vehicle being moved. [Source:
18.20.095.C.12]
D. Types of Accessory Dwelling Units. An ADU approved under this Section may be one of the following types: [Source: NEW]
1. Attached. An accessory dwelling unit that is created in whole or in part from newly constructed space that is attached to the proposed or existing primary dwelling, such as through a shared wall, floor, or ceiling. [Source: NEW]
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22 2. Detached. An accessory dwelling unit that is created in whole or in part from newly constructed space that is detached or separated from the proposed or existing primary dwelling The detached accessory dwelling unit shall be located on the same lot as the proposed or existing primary dwelling. [Source: NEW]
3. Converted. An accessory dwelling unit that is entirely located within the proposed or existing primary dwelling or accessory structure, including but not limited to attached garages, storage areas, or similar uses; or an accessory structure including but not limited to studio, pool house, or other similar structure. Converted spaces may include an expansion of not more than 150 square feet beyond the same physical dimensions of the existing space for the sole purpose of accommodating ingress and egress to the unit. [Source: NEW]
4. Junior Accessory Dwelling Unit. A junior accessory dwelling unit is a unit that meets all the following: [Source: NEW]
a. Shall only be allowed on lots zoned for single-unit residences and that include an existing or proposed single-family dwelling. [Source: NEW] b. Is entirely located within a proposed or existing primary single-family dwelling (an enclosed use within the residence, such as an attached garage, is considered to be a part of and contained within the single-family structure). [Source: NEW]
c. Has independent exterior access from the primary dwelling. [Source: NEW] d. Has sanitation facilities that are either shared with or separate from those of the primary dwelling. [Source: NEW]
e. Includes an efficiency kitchen as defined in Subparagraph C.4 of this Section. [Source: NEW]
D.E. D. ApprovalsGeneral Requirements for Approval. The following approvals apply to ADUs and JADUs under this Ssection: [Source: 18.20.095.D]
1. Building Ppermit Oonly. If an ADU or JADU complies with each of the general requirements in subsection E of this section, it is allowed with only a building permit in the following scenariosAn application for a Building Permit within a residential or mixeduse zone for any of the following shall be approved ministerially if all applicable requirements are met: [Source: 18.20.095.D.1, modified] a. One Converted ADUUnit and One JADU on a Single-Family Lot. One converted ADU as defined in Subparagraph D.3 of this Section and one JADU shall be allowed on a lot with a proposed or existing single-family dwelling if all of the following apply: Converted on single-family lot. One ADU and one JADU on a lot with a proposed or existing single-family dwelling on it, where the ADU or JADU: [Source: 18.20.095.D.1.a, modified]
i. Is either: within the space of a proposed single-family dwelling; within the existing space of an existing single-family dwelling; or (in the case of an ADU only) within the existing accessory structure, plus up to 150
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23 additional square feet if the expansion is limited to accommodating ingress and egress; and [Source: 18.20.095.D.1.a.i]
ii.i. The converted ADU hHas exterior access that is independent of that for from the single-family dwelling; and [Source: 18.20.095.D.1.a.ii, modified]
iii.ii. Has The converted ADU has side and rear setbacks sufficient for fire and safety, as dictated by applicable building and fire codes. [Source:
18.20.095.D.1.a.iii, modified]
iv.iii. The JADU, if applicable, complies with the requirements of Government Code section 65852.22Sections 66333 through 66339. [Source: 18.20.095.D.1.a.iv, modified]
b. LimitedOne Ddetached ADU and One JADU on a Ssingle-Ffamily Llot. One detached, new-construction ADU and one JADU shall be allowed on a lot with a proposed or existing single-family dwelling (in addition to any JADU that might otherwise be established on the lot under subsection D.1.a of this section), if the detached ADU satisfiesall the following conditions limitationsare met: [Source: 18.20.095.D.1.b, modified]
i. The side- and rear-yard setbacks of the detached ADU are at least four feet. [Source: 18.20.095.D.1.b.i, modified]
ii. The total floor area of the detached ADU is 800 square feet or smaller. [Source: 18.20.095.D.1.b.ii, modified]
iii. The peak height above finished grade does not exceed the applicable height limit in subsection Subparagraphs EE.2.a through E.2.c of this Ssection. [Source: 18.20.095.D.1.b.i.iii, modified]
iv. The JADU, if applicable, complies with the requirements of Government Code Sections 66333 through 66339. [Source:
18.20.095.D.1.a.iv, modified]
c. One Converted ADU(s) on a Mmulti-Ffamily Llot. One or more ADUs within portions of existing multi-family dwelling structures that are not used as livable space, including but not limited to (e.g., storage rooms, boiler rooms, passageways, attics, basements, or garages), if each converted ADU complies with Sstate building standards for dwellings. AUnder this subsection D.1.c, at least one converted ADU shall be is allowed within an existing multifamily dwellingstructure, up to a quantity equal to 25 percent% of the existing multi-family dwelling units in the structure. [Source: 18.20.095.D.1.c, modified] d. Limited dDetached ADU on a Mmulti-Ffamily Llot. No more than two detached ADUs on a lot that haswith an existing or proposed multi-family dwelling if each detached ADU satisfies the following limitations: [Source: 18.20.095.D.1.d, modified]
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24 i. The side- and rear-yard setbacks are at least four feet. If the existing multi-family dwelling has a rear - or side-yard setback of less than four feet, the Ccity will not require any modification to the multi-family dwelling as a condition of approving the ADU. [Source:
18.20.095.D.1.d.i, modified]
ii. The peak height above finished grade does not exceed the applicable height limit in subsection Subparagraphs EE.2.a through E.2.c of this Ssection. [Source: 18.20.095.D.1.d.ii, modified]
2. ADU Ppermit. [Source: 18.20.095.D.2, modified]
a. Except as allowed under subsection Subparagraph DE.1 of this Ssection, no ADU may be created without a Bbuilding Ppermit and an ADU Ppermit in compliance with the standards set forth established in Ssubsections EE and FF of this Ssection. [Source: 18.20.095.D.2.a, modified] a.b. An ADU Permit shall be processed in compliance with the standards established in Chapter 18.160 (Zoning Permit).
b.c. The Ccity may charge a fee to reimburse it for costs incurred in processing ADU Ppermits, including the any costs of adopting or amending the Ccity’s ADU ordinance. The ADU Ppermit processing fee is determined by the Zzoning Aadministrator and approved by the Ccity Ccouncil by resolution. [Source: 18.20.095.D.2.b, modified]
3. Process and Ttiming. [Source: 18.20.095.D.3]
a. An ADU Ppermit is shall be considered and approved ministerially, without discretionary review or a hearing. [Source: 18.20.095.D.3.a, modified] b. The Ccity must approve or deny an application to create an ADU or JADU within 60 days from the date that the Ccity receives a completed application.
If the Ccity has not approved or denied the completed application within 60 days, the application is shall be deemed approved unless either: [Source:
18.20.095.D.3.b, modified]
i. The applicant requests a delay, in which case the 60-day time period is tolled for the period of the requested delay; or [Source:
18.20.095.D.3.b.i]
ii. When aAn application to create an ADU or JADU is submitted with a permit application to create a new single-family or multi-family dwelling on the lot, in which case the Ccity may delay acting on the permit application for the ADU or JADU until the Ccity acts on the permit application to create for the new single-family or multi-family dwelling, but the application to create the ADU or JADU will still be considered ministerially without discretionary review or a hearing. [Source:
18.20.095.D.3.b.ii, modified]
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25 c. If the Ccity denies an application to create an ADU or JADU, the Ccity must shall provide the applicant with written comments that include , among other things, a list of all the defective or deficient items and a description of how the application may be remedied by the applicant. Notice of the denial and corresponding comments must be provided to the applicant within the 60-day time period established by Ssubsection ED.3.b of this Ssection. [Source:
18.20.095.D.3.c, modified]
d. A demolition permit for a detached garage that is to be replaced with an ADU is shall be reviewed with the application for the ADU and issued at the same time. [Source: 18.20.095.D.3.d, modified]
E.F. General ADU and JADU Development Rrequirements. The following requirements apply to all ADUs and JADUs that are approved under Ssubsection ED.1 or ED.2 of this Ssection: [Source:
18.20.095.E, modified]
1. Zoning. [Source: 18.20.095.E.1]
a. An ADU or JADU subject only to a Bbuilding Ppermit under Ssubsection ED.1 of this Ssection may be created on any lot in a residential or mixed-use zoning districte. [Source: 18.20.095.E.1.a, modified]
b. An ADU or JADU subject to an ADU Ppermit under Subsection ED.2 of this Ssection may be created on any lot that is in a zoned zoning district that to allow allows single-family dwelling residential uses or multi-family dwelling residential uses. [Source: 18.20.095.E.1.b, modified]
2. Height. All ADUs shall comply with the following height requirements, measured above finished grade to the peak of the structure: [Source: 18.20.095.E.2, modified] a. Except as otherwise provided by subsections Subparagraphs FE.2.b and FE.2.c of this Ssection, a detached ADU created on a lot with an existing or proposed single-family or multi-family dwelling unit may not exceed 16 feet in height. [Source: 18.20.095.E.2.a, modified]
b. A detached ADU may be up to 18 feet in height if it is created on a lot with an existing or proposed single-family or multi-family dwelling unit that is located within one-half mile walking distance of a major transit stop or a high quality transit corridor, as those terms are defined in Ssection 21155 of the California Public Resources Code, and . Tthe ADU may be up to two additional feet in height (for a maximum of 20 feet) if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit. [Source:
18.20.095.E.2.b, modified]
c. A detached ADU created on a lot with an existing or proposed multi-family dwelling that has more than one story above finished grade may not exceed 18 feet in height. [Source: 18.20.095.E.2.c]
d. An ADU that is attached to the primary dwelling may not exceed 25 feet in height or the height limitation imposed by the underlying zone zoning district
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26 that applies to the primary dwelling, whichever is lower. Notwithstanding the foregoingThis requirement shall not require the City to , allow an ADUs ADU subject to this subsection E.2.d may not exceed two storiesto exceed two stories. [Source: 18.20.095.E.2.d, modified]
e. For purposes of this subsection E.2, height is measured above existing grade to the peak of the structure. [Source: 18.20.095.E.2.e]
3. Fire sprinklers. [Source: 18.20.095.E.3]
a. Fire sprinklers are required in an ADU if sprinklers are required in the primary residence. [Source: 18.20.095.E.3.a]
b. The construction of an ADU does not trigger a requirement for fire sprinklers to be installed in the existing primary dwelling. [Source: 18.20.095.E.3.b]
4. 4. Rental Tterm. An ADU or JADU may be rented separate from the primary residence for No ADU or JADU may be rented for a rental term that is of shorter than 30 days or longer. [Source: 18.20.095.E.4, modified]
5. 5. No sSeparate Cconveyance. An ADU or JADU may be rented, but no ADU or JADU may shall not be sold or otherwise conveyed separately from the lot and the primary dwelling residence (in the case of a single-family lot) or from the lot and all of the dwellings (in the case of a multifamily lot), except as allowed under Government Code Section 66341. [Source: 18.20.095.E.5, modified, State law]
5.6. 6. Septic Ssystem. If the ADU or JADU will connect to an on-site water-treatment system, the owner must include with the application a percolation test completed within the last five years or, if the percolation test has been recertified, within the last 10 years. [Source: 18.20.095.E.6, modified]
6.7. 7. Owner Ooccupancy. [Source: 18.20.095.E.7]
a. a. An ADU that is permitted after January 1, 2020, but before January 1, 2025, is not subject to owner-occupancy requirements. [Source: 18.20.095.E.7.a, modified, State law]
b. b. Unless applicable law requires otherwise, all ADUs that are created on or after January 1, 2025, are subject to an owner-occupancy requirement. A natural person with legal or equitable title to the property must reside on the property as the person’s legal domicile and permanent residence. [Source:
18.20.095.E.7.b]
c.b. c. As required by state law, all JADUs are subject to an owner-occupancy requirement. A natural person with legal or equitable title to the property must reside on the property, in either the primary dwelling or JADU, as the person’s legal domicile and permanent residence. However, the owner-occupancy requirement of this subsection does not apply if the property is entirely owned by another governmental agency, land trust, or housing organization. [Source:
18.20.095.E.7.c, modified]
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27 7.8. 8. Deed restriction. Prior to issuance of a Bbuilding Ppermit for an ADU or JADU, a deed restriction must be recorded against the title of the property in the Ccounty Rrecorder’s Ooffice and a copy filed with the Aadministrator. The deed restriction must run with the land and bind all future owners. The form of the deed restriction will be provided by the Ccity and must provide that: [Source: 18.20.095.E.8] a. a. The ADU or JADU may not be sold separately from the primary dwelling except as allowed under State law. [Source: 18.20.095.E.8.a, modified] b. b. The ADU or JADU is restricted to the approved size and to other attributes allowed by this Ssection. [Source: 18.20.095.E.8.b, modified] c. c. The deed restriction runs with the land and may be enforced against future property owners. [Source: 18.20.095.E.8.c]
d. d. The deed restriction may be removed if the owner eliminates the ADU or JADU, as evidenced by, for example, removal of the kitchen facilities. To remove the deed restriction, an owner may make a written request of to the Zzoning Aadministrator, providing evidence that the ADU or JADU has in fact been eliminated. The Zzoning Aadministrator may then determine whether the evidence supports the claim that the ADU or JADU has been eliminated.
Appeal may be taken from the Zzoning Aadministrator’s determination consistent with other provisions of this code. If the ADU or JADU is not entirely physically removed, butremoved but is only eliminated by virtue of having a necessary component of an ADU or JADU removed, the remaining structure and improvements must otherwise comply with applicable provisions of this codeMunicipal Code. [Source: 18.20.095.E.8.d, modified] e. e. The deed restriction is enforceable by the Zzoning Aadministrator or his or her their designee for the benefit of the Ccity. Failure of the property owner to comply with the deed restriction may result in legal action against the property owner, and the Ccity is authorized to obtain any remedy available to it at law or equity, including, but not limited to, obtaining an injunction enjoining the use of the ADU or JADU in violation of the recorded restrictions or abatement of the illegal unit. [Source: 18.20.095.E.8.e, modified]
8. 9. Income Rreporting. In order to facilitate the Ccity’s obligation to identify adequate sites for housing in accordance with Government Code Ssections 65583.1 and 65852.2, each Bbuilding -Ppermit application must include an estimate of the projected annualized rent that will be charged for the ADU or JADU. [Source: 18.20.095.E.9, modified]
9. 10. Building and Ssafety. [Source: 18.20.095.E.10, modified] a. a. Must comply with Bbuilding Ccode. Subject to Ssubsection FE.10.b of this Ssection, all ADUs and JADUs must comply with all local building code requirements. [Source: 18.20.095.E.10.a, modified]
b. b. No Cchange of Ooccupancy. Construction of an ADU does not constitute a Group R occupancy change under the local building code, as described in
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28 Ssection 310 of the California Building Code, unless the Bbuilding Oofficial or a Ccode Eenforcement Oofficer makes a written finding based on substantial evidence in the record that the construction of the ADU could have a specific, adverse impact on public health and safety. Nothing in this Ssubsection FE.10.b prevents the Ccity from changing the occupancy code of a space that was uninhabitable space or that was only permitted for nonresidential use and was subsequently converted for residential use in accordance with this Ssection. [Source: 18.20.095.E.10.b, modified]
F.G. F. Specific ADU Rrequirements. The following requirements apply only to ADUs that require an ADU Ppermit under subsection Paragraph ED.2 of this Ssection. No application of any requirements in this Subsection shall prevent the construction of an attached or detached ADU of at least 800 square feet with four-foot side and rear setbacks: [Source: 18.20.095.F, modified]
1. 1. Maximum Unit Ssize. [Source: 18.20.095.F.1, modified] a. a. The maximum size of a detached or attached ADU subject to this Ssubsection is 1,200 square feet and up to two bedrooms. [Source:
18.20.095.F.1.a, modified]
b. b. An attached ADU that is created on a lot with an existing primary dwelling is further limited to 50 percent% of the floor area of the existing primary dwelling. [Source: 18.20.095.F.1.b, modified]
c. c. Application of other development standards in this subsection, such as FAR or lot coverage, might further limit the size of the ADU, but no application of FAR, lot coverage, front setback, landscaping or open-space requirements may require the ADU to be less than 800 square feet. [Source:
18.20.095.F.1.c]
2. 2. Setbacks. ADUs subject to this Ssubsection shall comply with the following setbacks, subject to subsection GF.1.c of this Ssection. Setbacks are measured from property lines or vehicular easements, whichever is applicable. [Source:
18.20.095.F.2, modified]
a. a. Attached and Ddetached ADUs. [Source: 18.20.095.F.2.a, modified] i. i. Front yard Ssetbacks. Front setback requirements shall comply with the following: [Source: 18.20.095.F.2.a.i, modified]
(1) 1. Single-Ffamily Rresidential Zzoning Ddistrict R-20: – 25 feet.; [Source: 18.20.095.F.2.a.i, modified]
(2) 2. Single-Ffamily Rresidential Zzoning Ddistricts PUD/PPD, R-15, R-10, R-10A, R-7, R-6, and Single-Family PUDs/PPDs:
– 20 feet.; [Source: 18.20.095.F.2.a.i, modified]
(2)(3) Mangini-Delu Residential Zoning Districts RMD-East: 20 feet. [Source: NEW]
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29 (4) Mangini-Delu Residential Zoning Districts RMD-West: 15 feet. [Source: NEW]
(3)(5) 3. Multiple-Ffamily Rresidential Zzoning Ddistrict MFRH: – 20 feet; [Source: 18.20.095.F.2.a.i, modified]
(6) 4. Multiple-Ffamily Rresidential Zzoning Ddistricts PUD/PPD, MFRM, MFRL, MFRVL: – 15 feet. [Source: 18.20.095.F.2.a.i] (7) Mixed-Use Zoning Districts MX-N and MX: 15 feet. [Source:
NEW]
(8) Mixed-Use Zoning District MX-HD: 10 feet. [Source: NEW] (4)(9) Mixed Use Zoning District MX-VHD: 5 feet. [Source: NEW] ii. ii. Side and Rrear yard Ssetbacks. The side and rear setbacks for all ADUs shall be a minimum of four feet. All single- and multiple-family zoning districts – four feet. [Source: 18.20.095.F.2.a.ii, modified] iii. iii. No setback is required for an ADU that is subject to this subsection F iIf the ADU is constructed in the same location and to the same dimensions as an existing structure, no additional setbacks are required. [Source: 18.20.095.F.2.a.iii, modified]
3. Floor Aarea Rratio (FAR). No ADU subject to this Ssubsection Fmay shall cause the total FAR of the lot to exceed 40% in single-family zoning districts with no limitation in multifamily that of the underlying zoning districts, subject to subsection F.1.c of this section. [Source: 18.20.095.F.3, modified]
4. Lot coverage. No ADU subject to this Subsection, may shall cause the total lot coverage to exceed the maximum lot coverage requirements of the underlying zoning district as follows: limitations as noted below, except as noted in subsection F.1.c of this section [Source: 18.20.095.F.4, modified]
a. Single-Family Residential Zoning Districts R-20 and, R-15: – 25 percent% maximum lot coverage.; [Source: 18.20.095.F.4.a, modified] b. Single-Family Residential Zoning Districts R-10 –: 30 percent% maximum lot coverage.; [Source: 18.20.095.F.4.b, modified]
c. Single-Family Residential Zoning Districts PUD/PPD, R-10A, R-7, R-6 – and Single-Family PUD/PPDs: 35 percent% maximum lot coverage.; [Source:
18.20.095.F.4.c, modified]
d. Mangini-Delu Residential Zoning District RMD-East: 35 percent maximum lot coverage. [Source: NEW]
c.e. Mangini-Delu Residential Zoning District RMD-West: 50 percent maximum lot coverage. [Source: NEW]
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30 f. Multiple-Ffamily Rresidential Zzoning Ddistricts PUD/PPD, MFRVL, MFRL, and MFM: 50 percent maximum lot coverage. [Source: 18.20.095.F.4.d, modified],
g. Multi-Family Residential Zoning District MRM, MFRH: – 640 percent% maximum lot coverage. [Source: 18.20.095.F.4.d, modified] h. Multi-Family Residential Zoning District MFVH: 70 percent maximum lot coverage. [Source: 18.20.095.F.4.d, modified]
d. Mixed-Use Zoning Districts MX-N, MX, MX-HD, MX-VHD: TherThere is no lot coverage or FAR maximum established for residential uses in mixed-use zoning districts.
5. Oopen Sspace. No ADU subject to this subsection F may cause the project site to be less than the following open space provisions for multi-family and mixed-use zoning districts:noted below, subject to subsection F.1.c of this section: [Source:
18.20.095.F.5, modified]
a. a. Total usable open space on a site having three or more dwelling units shall be at least 200 square feet per dwelling unit. This requirement shall be met by providing private open space, shared open space, or a combination of the two. [Source: 18.20.095.F.5.a]
b. i. Private Oopen Sspace. To satisfy the open space requirement, private open space must be on a patio or balcony, within which a horizontal rectangle has no dimension less than six feet. [Source: 18.20.095.F.5.a.i, modified] c. ii. Shared Oopen Sspace. To satisfy the open space requirement, shared open space must be provided by interior side yards, patios and terraces, each designed so that a horizontal rectangle inscribed within it has no dimension is less than 10 feet. The open space must be open to the sky, andsky and may not include driveways or parking areas or area required for front or corner side yards. [Source: 18.20.095.F.5.a.ii, modified]
6. 6. Landscaping. No ADU(s) in single-family or multifamily residential zoning districts subject to this subsection F mayshall cause the total landscaping of the lot to be less than as noted below, subject to subsection F.1.c of this section:that required in the underlying zoning district as follows: [Source: 18.20.095.F.6, modified] a. a.
b. Single-Ffamily Rresidential Zzoning Ddistricts (including PUD and PPD singlefamily residential): . [Source: 18.20.095.F.6.a] a. i. Minimum of 50 percent% of the front yard setback (yard) area is to be landscaped. [Source: 18.20.095.F.6.a.i, modified]
b. Mangini-Delu Residential Zoning Districts
i. RMD-East: Minimum of 50 percent of the front yard setback area is to be landscaped. [Source: NEW]
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31 ii. RMD-West: At least 35 percent of the site shall be landscaped. [Source: NEW]
c. b. Multiple-Ffamily Rresidential Zzoning Ddistricts. [Source: 18.20.095.F.6.b, modified]
i. i. Multiple-Ffamily Rresidential Zzoning Ddistricts MFRVL and MFRL:
At least 35 percent of the site shall be landscaped. – 35% landscaping; [Source: 18.20.095.F.6.b.i, modified]
ii. ii. Multiple-Ffamily Rresidential Zzoning Ddistrict MFRM – : At least 30 percent of the site shall be% landscapinglandscaped; [Source:
18.20.095.F.6.b.ii, modified]
iii. iii. Multiple-Ffamily Rresidential Zzoning Ddistricts PUD/PPD and, MFRH: – 25% landscaping At least 25 percent of the site shall be landscaped. [Source: 18.20.095.F.6.b.iii, modified]
iv. Multi-Family Residential Zoning District MFVH: At least 15 percent of the site shall be landscaped. [Source: NEW]
d. Mixed-Use Zoning Districts. [Source: NEW]
i. Mixed-Use Zoning District MX-N: At least 25 percent of the site shall be landscaped. [Source: NEW]
iii.ii. Mixed-Use Zoning Districts MX, MX-HD, and MX-VHD: At least 15 percent of the site shall be landscaped. [Source: NEW]
7. 7. Passageway. No passageway, as defined by Ssubsection C.59 of this Ssection, is required for an ADU. [Source: 18.20.095.F.7, modified]
8. 8. Parking. [Source: 18.20.095.F.8]
a. a. General Requirementsly. One off-street parking space is required for each ADU. The parking space may be provided in setback areas or as tandem parking, as defined by subsection C.12 of this section. The size of the off-street parking necessary for the ADU shall be eight and one-half feet wide by 19 feet deep (if enclosed the space shall be 10 feet wide by 22 feet deep, with a ninefoot-wide door opening) with a 10-foot-wide paved vehicular access from/to the public right-of-way and shall be surfaced with concrete or two inches of asphalt concrete over six inches of aggregate base. [Source: 18.20.095.F.8.a, modified]
b. b. Exceptions. No parking under subsection F.8.a of this sectionOff-street parking for ADUs is not required in the following situations: [Source:
18.20.095.F.8.b, modified]
i. i. The ADU is located within one-half mile walking distance of public transit, as defined in Paragraphsubsection C.610 of this Ssection. [Source: 18.20.095.F.8.b.i, modified]
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32 ii. ii. The ADU is located within an architecturally and historically significant historic district. [Source: 18.20.095.F.8.b.ii] iii. iii. The ADU is located fully ing withinpart of the proposed or existing primary residence or an existing accessory structure under subsection D.1.a of this section. [Source: 18.20.095.F.8.b.iii, modified] iv. iv. When on-street parking permits are required but not offered to the occupant of the ADU. [Source: 18.20.095.F.8.b.iv]
v. v. When there is an established car share vehicle stop located within one block of the ADU. [Source: 18.20.095.F.8.b.v]
vi. vi. When the permit application to create an ADU is submitted with an application to create a new single-family or multi-family dwelling on the same lot; provided, that the ADU or the lot satisfies any other criteria listed in Ssubsections F.8.b.i through v of this Ssection. [Source:
18.20.095.F.8.b.vi, modified]
c. c. No Rreplacement. When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an ADU or converted to an ADU, those off-street parking spaces are not required to be replaced. [Source:
18.20.095.F.8.c, modified]
9. 9. Architectural Rrequirements. [Source: 18.20.095.F.9] a. a. The materials and colors of the exterior walls, roof, and windows, and doors must match the appearance and architectural design of those of the primary dwelling. [Source: 18.20.095.F.9.a, modified]
b. b. The exterior lighting must be limited to down-lights or as otherwise required by the building or fire code. [Source: 18.20.095.F.9.b] c. c. The ADU must have an independent exterior entrance, apart from that of the primary dwelling. The ADU entrance shall not be on the same side of the primary dwelling entrance, unless this entrance is screened from public views. [Source: 18.20.095.F.9.c]
d. d. The roof slope must match that of the dominant roof slope of the primary dwelling. The dominant roof slope is the slope shared by the largest portion of the roof. [Source: 18.20.095.F.9.d]
10. 10. Screening. A ground-level ADU shall incorporate and maintain one of the following screening methods to provide privacy [Source: 18.20.095.F.10]
11.10. a. Evergreen landscape or fence screening must be planted or installed and maintained between the ADU and adjacent parcels as follows: [Source:
18.20.095.F.10.a, modified]
a. Fence. A solid fence at least six feet in height;
b. Landscaping. A landscape screen at least six feet in height that complies with the following requirements:
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33 i. Trees. i. For a single-story ground-level ADU, at At least one 15-gallon size evergreen tree that is six feet tall at the time of installation shall be provided for every 10 linear feet of exterior wall of the ADU or a solid fence of at least six feet in height may be installed;. [Source:
18.20.095.F.10.a.i, modified]
ii. ii. Landscaping must shall be drought-tolerant. [Source:
18.20.095.F.10.a.ii]
12.11. 11. Historical Pprotections. The following requirements apply to ADUs on or within 600 feet of real property that is listed in the California Register of Historic Resources: the architectural treatment of an ADU to be constructed on a lot that has an identified historical resource listed on the federal, state, or local register of historic places must be located so as to not be visible from any public right-of-way. [Source: 18.20.095.F.11] G.H. G. Fees. [Source: 18.20.095.G]
1. 1. Impact fees. [Source: 18.20.095.G.1]
a. a. No impact fee is required for an ADU that is less than 750 square feet in size. [Source: 18.20.095.G.1.a]
b. b. Any impact fee that is required for an ADU that is 750 square feet or larger in size must be charged proportionately in relation to the square footage of the primary dwelling unit (e.g., the floor area of the primary dwelling, divided by the floor area of the ADU, times the typical fee amount charged for a new dwelling). Impact fee here does not include any connection fee or capacity charge for water or sewer service. [Source: 18.20.095.G.1.b]
2. 2. Waiving of Ffees. The Ccity shall waive fees for ADUs in the following manner:
[Source: 18.20.095.G.2]
a. a. Building and planning permit fees shall be waived if the ADU is deedrestricted for 55 years at the low-income affordable level. [Source:
18.20.095.G.2.a]
b. b. Building, planning, and traffic mitigation fees shall be waived if the ADU is deed-restricted for 55 years at the very low-income affordable level. [Source:
18.20.095.G.2.b, modified]
H.I. H. Nonconforming Zzoning code Cconditions, Bbuilding Ccode Vviolations, and Uunpermitted Sstructures. [Source: 18.20.095.H, modified]
1. 1. General Requirementsly. The Ccity will not deny an ADU or JADU application due to a nonconforming zoning condition, building code violation, or unpermitted structure on the lot that does not present a threat to the public health and safety and that is not affected by the construction of the ADU or JADU. [Source: 18.20.095.H.1, modified]
2. 2. Unpermitted ADUs Cconstructed Bbefore 2018. [Source: 18.20.095.H.2, modified] a. a. Permit to Llegalize. As required by Sstate law, the Ccity may not deny a permit to legalize an existing but unpermitted ADU that was constructed before
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34 January 1, 2018, due to either of the following: [Source: 18.20.095.H.2.a, modified]
i. i. The ADU violates applicable building standards; or [Source:
18.20.095.H.2.a.i]
ii. ii. The ADU does not comply with Sstate ADU law (Gov’t Code § 65852.2Government Code Sections 66310 through 66342) or this the standards of this SectionADU ordinance. [Source: 18.20.095.H.2.a.ii, modified]
b. b. Exceptions. [Source: 18.20.095.H.2.b]
i. i. Notwithstanding subsection Subparagraph IH.2.a of this Ssection, the Ccity may deny a permit to legalize an existing but unpermitted ADU that was constructed before January 1, 2018, if the Ccity makes a finding that correcting a violation is necessary to protect the health and safety of the public or of occupants of the structure. [Source:
18.20.095.H.2.b.i, modified]
ii. ii. SubsectionSubparagraph H.2.a of this Ssection does not apply to a building that is deemed to be substandard in accordance with California Health and Safety Code Ssection 17920.3. [Source:
18.20.095.H.2.b.ii, modified]
I.J. I. Nonconforming ADUs and Ddiscretionary Aapproval. Any proposed ADU or JADU that does not conform to the objective standards set forth in subsections A through G of this section established in this Section may be allowed by the Ccity with a conditional Uuse Ppermit, in accordance with the other provisions of this Ttitle. [Source: 18.20.095.I, modified]
18.15.060 Accessory Structure and Use: Residential Districts The following regulations apply to accessory structures in R residential zoning districts. Accessory dwelling units are excluded from these provisions and are subject to the regulations in Section
18.20.095: [Source: 18.20.050, modified]
A. On parcels zoned R-6, R-7, R-10, R-10A and comparable PUDs: [Source: 18.20.050.A] A. Total Floor Area. The total floor area of accessory structures shall comply with the following standards: [Source: NEW]
1. R-6, R-7, R-10, R-10A, or RMD Zoning Districts and Comparable PUDs. The total floor area of each accessory structure more than four feet in height shall not exceed 500 square feet. The maximum cumulative total for all accessory structures on the property lot shall not exceed 600 square feet. [Source: 18.20.050.A.1, modified]
2. R-15 and R-20 Zoning Districts and Comparable PUDs. The total floor area of each accessory structure more than four feet in height shall not exceed 600 square feet. The maximum cumulative total for all accessory structures on the lot shall not exceed 800 square feet. [Source: 18.20.050.B.1, modified]
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35 3. MFVL, MFL, MFM, MFH, or MFVH Zoning Districts and Comparable PUDs. The total floor area of each accessory structure more than four feet in height shall not exceed 500 square feet. The maximum cumulative total for all accessory structures on the lot shall not exceed 600 square feet. [Source: 18.20.050.C.1, modified]
4. All Other Residential Zoning Districts. For all other residential zoning districts not listed in Paragraphs A.1 through A.4, the total floor area of each accessory structure more than four feet in height shall not exceed 500 square feet. The maximum cumulative total for all accessory structures on the lot shall not exceed 600 square feet. [Source:
18.20.050.C.1, modified]
1. B. Height. The height of an accessory structure shall not exceed 12 feet for a flat roof and 14 feet for a pitched roof: [Source: 18.20.050.A.2, modified]
1. The height measurement is taken to the highest point of the structure. [Source:
18.20.050.A.2.a]
2. Roof decks and railings, windscreens, or similar rooftop structures are prohibited on accessory structures. [Source: 18.20.050.A.2.b, modified]
3. Shed roof structures shall be sited with the high point of the structure located away from the nearest property line. [Source: 18.20.050.A.2.c] C. Setbacks. The following applicable side and rear yard setbacks from property line shall beapply to all accessory structures: Setbacks for accessory structures are to be measured from the outer-most structure projection. [Source: 18.20.050.A.3, modified]
1. Structure less than or equal to 18 inches in height: none required. [Source:
18.20.050.A.3.a]
2. Structure between 18 inches and eight feet in height: minimum of three feet. [Source:
18.20.050.A.3.b]
3. Structure greater than eight feet in height: minimum of three feet plus an additional setback equal to the height that the accessory structure is above eight feet, but not to exceed the applicable minimum required side yard setback for that the underlying zoning district. For example, if an accessory structure is nine feet in height, the minimum side and rear setback would be four feet. [Source: 18.20.050.A.3.c, modified] D. Accessory structures shall be reviewed for substantial conformance with the adopted Ccitywide Ddesign Gguidelines and Objective Design Standards. [Source: 18.20.050.A.4, modified] E. On parcels zoned R-15, R-20 and comparable PUDs: [Source: 18.20.050.B]
1. The total floor area of each accessory structure more than four feet in height shall not exceed 600 square feet. The maximum cumulative total for all accessory structures on the property shall not exceed 800 square feet. [Source: 18.20.050.B.1]
2. The accessory structure shall comply with subsections A.2 through A.4 of this section. [Source: 18.20.050.B.2]
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Chapter 18.15 Residential Zoning Districts
36 F. On multifamily residential zoned parcels and comparable PUDs: [Source: 18.20.050.C]
1. The total floor area of each accessory structure more than four feet in height shall not exceed 500 square feet. The maximum cumulative total for all accessory structures on the property shall not exceed 600 square feet. [Source: 18.20.050.C.1]
2. The accessory structure shall comply with subsections A.2 through A.4 of this section. [Source: 18.20.050.C.2]
G. In all other zoning districts: [Source: 18.20.050.D]
1. The total floor area of each accessory structure more than four feet in height shall not exceed 600 square feet. The maximum cumulative total for all accessory structures on the property shall not exceed 800 square feet. [Source: 18.20.050.D.1]
2. The accessory structure shall comply with subsections A.2 through A.4 of this section. [Source: 18.20.050.D.2]
H.E. Arbors and trellises shall not be counted in determining accessory structure compliance with the floor area limitations specified in Ssubsections A through D of this Ssection, provided they have no solid, covered walls and do not have a solid, covered roof. For the purposes of this Section, solid is considered any material that has a visibility percentage of 50 percent or less. [Source: 18.20.050.E, modified]
I.F. Any accessory structure in a creek setback area shall comply with PHMC §
18.50.150.DChapter 18.60 (Creek Setbacks). [Source: 18.20.050.F, modified] J.G. An accessory structure in a required front or corner side yard setback shall not exceed three feet in height except that arbors are allowed within the required front or corner side yardsetback, subject to the following standards: [Source: 18.20.050.G]
1. Substantial compliance with Ccity-wide Ddesign Gguidelines and Objective Design Standards; [Source: 18.20.050.G.1, modified]
2. Not located in the public right-of-way; [Source: 18.20.050.G.2]
3. Not more than eight feet in height from existing finished grade; [Source: 18.20.050.G.3]
4. Not more than 15 square feet of covered area; and [Source: 18.20.050.G.4]
5. Subject to compliance with PHMC § 18.50.100, Sight obstructions at intersections and drivewaysSection 18.45.070 (Traffic Safety Visibility Area). (Ord. 949 § 7, 2021; Ord. 938 § 4, 2020; Ord. 928 § 4, 2019; Ord. 915 § 5, 2017; Ord. 890 § 12, 2015; Ord. 856 § 2 (Exh. A), 2011; Ord. 844 § 4, 2010; Ord. 710 § 35-5.6, 1996; 1991 code § 35-
5.6(a)) [Source: 18.20.050.G.5, modified]
18.15.070 Permanent Basketball Hoops
A basketball hoop with a permanent foundation is allowed within any setback in residential zoning districts, provided it is set back a minimum of five feet from any property line, is not located within any Traffic Safety Visibility Area (see Section 18.45.070), and it is no higher than 15 feet above finished grade. A Zoning Permit is required prior to installation of any permanent basketball hoop. [Source:
18.20.145, modified]
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37 18.15.080 Swimming Pool and Hot Tub
A. Swimming pools and hot tubs shall be fenced as required by the California Building Code. [Source: 18.20.110.A]
B. In-ground swimming pools and hot tubs shall be set back a minimum of three feet from the exterior edge of the pool or hot tub to property lines and structures. [Source: 18.20.110.B] K.C. Above-ground swimming pools and hot tubs are subject to the setback requirements specified in Section 18.15.060 (Accessory Structure and Use: Residential Zoning Districts). [Source:
18.20.110.C, modified]
18.15.07018.15.090Animals
A. Large Ddomestic or Nnondomestic Aanimals. The keeping of large domestic or nondomestic animals, other than roosters, as defined in Section 18.195.020 (“A” Definitions) in Part 6, on a site of at least one acre is permittedallowed, so long as there are no more than two mature large domestic or nondomestic animals per acre. Any barn, stable, or other structure used to house large domestic or nondomestic animals shall be located at least 100 feet from the boundary line of a street or public road and at least 50 feet from a side, front or rear property line. [Source: 18.20.130.A, modified]
B. Small Ddomestic Aanimals. Small domestic animals, as defined in Section 18.195.020 (“A” Definitions) in Part 6, kept as pets are permittedallowed, except no more than three mature dogs and no more than five mature cats, hens, rabbits, or similar-sized animals may be kept, harbored, possessed, or maintained on any residential parcellot. Roosters are not permitted allowed to be kept for any purpose. (Ord. 949 § 8, 2021; Ord. 856 § 2 (Exh. A), 2011; Ord. 710 § 35-5.6, 1996; 1991 code § 35-5.6(i)) [Source: 18.20.130.B, modified]
18.15.08018.15.100Container or Storage Unit
A container or storage unit, as defined in Section 18.195.040 (“C” Definitions) in Part 6, is allowed for up to 10 calendar days, or for a longer period if there is a Ggrading Permit or Bbuilding Ppermit for construction on the site and a Zzoning Ppermit has been issued for the container or storage unit. (Ord. 757 § 1, 2001; Ord. 710 § 35-5.6, 1996; 1991 code § 35-5.6(j)) [Source: 18.20.140, modified]
18.15.09018.15.110Density Bonus
A. Purpose and Intent
1. Purpose. This Chapter provides for additional density, waivers, concessions, and other incentives for affordable housing for qualifying persons, projects, and facilities. [Source: NEW]
2. Intent. The provisions established in this Chapter are intended to encourage affordable housing development and facilitate the granting of various incentives, waivers, and concessions for qualifying persons, projects, and facilities in compliance with the City’s Housing Element and Government Code Section 65915 et. seq. [Source: NEW] B. Authority and Conflicts
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38 1. Authority. This chapter and the provisions contained herein are adopted under the authority of Government Code Section 65915 et. seq. [Source: 18.20.150]
2. Conflicts. Where regulations are not specifically addressed in this Chapter, or in the event of a conflict between the provisions of this Chapter and the Government Code, the provisions of the Government Code, as amended over time, shall apply. [Source:
NEW]
C. Eligibility and Types of Bonuses and Incentives
1. Compliance with State and Local Regulations. To be eligible for a density bonus, incentive, or concession under this Chapter, a proposed housing development project must satisfy the eligibility requirements established in Government Code Section 65915(b)(1) and comply with all other applicable provisions of this Zoning Ordinance, unless otherwise allowed by this Chapter. [Source: NEW]
2. Eligible Projects. Excluding any units allowed by the density bonus, the City shall grant a density bonus or incentive for eligible projects, if requested by the applicant, in compliance with Government Code Sections 65302, 65913, and 65915 et. seq. Eligible facilities include:
a. Very-low income housing with at least five percent of the total units restricted for sale or occupancy to very low income households in compliance with Government Code Section 65915(b)(1)(B);
b. Low-income housing with at least 10 percent of the total units restricted for sale or occupancy to low income households in compliance with the requirements of Government Code Section 65915(b)(1)(A); c. Moderate-income housing with at least 10 percent of the total units restricted for sale to moderate income households in compliance with the requirements of Government Code Section 65915(b)(1)(D);
d. Land Donations in compliance with the requirements of Government Code Section 65915(g);
e. Senior citizen housing developments in compliance with the requirements Government Code Section 65915(b)(1)(C);
f. Student housing developments with at least 20 percent of the total units restricted for lower income students in compliance with the requirements Government Code Section 65915(b)(1)(F)
g. Housing developments with at least 10 percent of the total units restricted for transitional foster youth, disabled veteran, or homeless persons in compliance with the requirements of Government Code Section 65915(b)(1)(E) [Source:
NEW]
h. Housing development projects with 100 percent of the units, exclusive of a manager's unit or units, restricted for lower income households, except that up to 20 percent of the total units and density bonus units may be for moderate
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39 income households, in compliance with the requirements of Government Code Section 65915(b)(1)(G).
3. Density Bonus.
a. Eligible development projects shall be granted a density bonus in compliance with Government Code Sections 65915-65918.
b. The density bonus shall be an increase in the number of units allowed beyond what is typically permitted by the General Plan, or any applicable provision of the Zoning Ordinance, specific plan, or Land Use Element, depending on the percentage of affordable units provided. The amount of the bonus varies based on the type of affordable housing offered and shall be determined in compliance with Government Code Section 65915. The density bonus shall be set forth in a written agreement that is recorded against the property and subject to the review and approval as established in Subparagraph (F) of this Section. [Source: NEW]
4. Concessions and Incentives.
a. Applicants can request a number of concessions or incentives that is allowed based upon the percentage of affordable units as established in Government Code Section 65915.
b. The types of incentives and concessions available to eligible applicants are established in Government Code Section 65915, and include, but are not limited to: [Source: NEW]
i. Reduction in development standards or a modification of zoning code requirements or architectural requirements, provided the reduction or modification exceeds the minimum building standards approved by the California Building Standards Commission in accordance with Part
2.5 (commencing with Section 18901) of Division 13 of the Health and Safety Code;
ii. Parking requirement reductions;
iii. Increased building height or floor area ratio (FAR); iv. Approval of mixed-use zoning in conjunction with the housing development project if commercial, office, industrial, or other land uses will reduce the cost of the housing development and if the commercial, office, industrial, or other land uses are compatible with the housing development project and the existing planned development in the area where the proposed project is located; v. Other regulatory incentives or concessions proposed by the developer or the City that result in identifiable and actual cost reductions to provide affordable housing costs, as defined in Health and Safety
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40 Code Section 50052.5, or affordable rent, as defined in Health and Safety Code Section 50053.
c. The requested concessions or incentives are subject to review and approval as established in Subparagraph (F) of this Section.
d. Notwithstanding anything to the contrary in this Section, the City shall not be required to approve any incentive or concession that is not required by Government Code Section 65915.
D. Waivers.
1. Requests. An applicant may request a waiver of any development standard that will have the effect of physically precluding the construction of a housing development project at the densities or with the concessions or incentives permitted for the project.
The waiver may provide complete relief or partial reduction from a development standard.
2. Number of Waivers. A housing development that receives a waiver of any maximum controls on density in compliance with Government Code Section 65915 shall only receive a waiver to allow a height increase of up to three additional stories, or 33 feet, in compliance with Government Code Section 65915(e)(3).
3. The waivers are subject to review and approval as set forth in Subparagraph (F) of this Section.
4. Notwithstanding anything to the contrary in this Section, the City shall not be required to approve any waiver that is not required by Government Code Section 65915.
E. Parking. Upon the written request of the developer of a housing development that qualifies for a density bonus, the City shall permit vehicle parking ratios, inclusive of handicapped and guest parking, which do not exceed the parking ratios established pursuant to Government Code Section 65915.
F. Application Submittal and Processing.
1. Requests. Requests for a density bonus, incentive, waiver, or concession shall comply with the following:
a. An applicant for a density bonus which satisfies the eligibility requirements established in Section 18.__.030 (Eligibility and Requirements), shall submit a request for the specific density bonus, incentive, or concession established in California Government Code Sections 65915-65918. [Source: NEW] b. Requests shall be made by filing a complete application along with all required information to the Planning Division in the form approved by the Zoning Administrator. [Source: NEW]
c. The applicant may file a request either before filing a development or entitlement approval of a proposed project or concurrently with an application for project approval. [Source: NEW]
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41 2. Determination of Complete Request. Within 30 calendar days of filing the application, the Zoning Administrator shall notify the applicant in writing whether the application is complete and provide the applicant a determination as to: [Source: NEW] a. The amount of the density bonus for which the project is eligible; b. The parking ratio for which the project is eligible, if requested by the applicant; and
a.c. If a concession, incentive or waiver is requested, whether the applicant has provided enough information for the City to decide if the application is eligible for a concession, incentive, or waiver. [Source: NEW]
3. Review of Complete Application for Density Bonus.
a. An application for a density bonus, incentive, concession, waiver, modification, or revised parking standard shall be considered by and acted upon by the approval body with authority to approve the housing development. Any decision regarding a density bonus, incentive, concession, waiver, modification, or revised parking standard may be appealed to the Planning Commission and from the Planning Commission to the City Council. b. The applicant and City staff shall prepare a proposed written density bonus agreement with terms, conditions, covenants and restrictions for any density bonus, incentive, concession, waiver, modification or revised parking standard. The proposed density bonus agreement shall be presented to the approval body for review and approval or disapproval based upon the requirements of Government Code Section 65915 and this Section of the Municipal Code.
4. Consideration of Request for Concessions and Incentive. The City shall grant an incentive or concession requested by the applicant, unless the City makes a written finding, based on substantial evidence, of any the following: [Source: NEW] a. The concession or incentive does not result in identifiable and actual cost reductions, consistent with Government Code Section 65915(k) to provide for affordable housing costs, as defined in Health and Safety Code Section 50052.5, or for rents for the targeted units to be set as specified in Government Code Section 65915(c). [Source: NEW]
b. The concession or incentive would have a specific, adverse impact, as defined in Government Code Section 65589.5(d)(2), upon the public health and safety or on any real property that is listed in the California Register of Historical Resources and for which there is no feasible method to satisfactorily mitigate or avoid the specific, adverse impact without rendering the development unaffordable to low-income and moderate-income households. [Source: NEW] c. The concession or incentive would be contrary to State or Federal law. [Source: NEW]
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42 5. Consideration of Request for Waivers. The City shall grant a waiver requested by the applicant, unless the City makes a written finding, based on substantial evidence, of either of the following:
a. The waiver would have a specific, adverse impact on health or safety, and there is no feasible method to satisfactorily mitigate or avoid the specific, adverse impact.
b. The requested waiver would have an adverse impact on any real property that is listed in the California Register of Historical Resources. c. The waiver would be contrary to state or federal law.
6. Requirements for Density Bonus Agreement.
a. The density bonus agreement shall include the following items:
i. The total number of units including restricted units approved for the housing development, the number of density bonus units granted, and the number, type, location, unit size (square footage), number of bedrooms, tenure of restrictions and affordability, and level of affordability of restricted units.
ii. Standards for determining affordable rent or affordable ownership cost for the restricted units.
iii. A schedule for completion and occupancy of restricted units in relation to construction of nonrestricted units.
iv. A description of any incentive, concession, waiver, modification, or revised parking standard being provided by the City.
v. Provisions to ensure affordability of the restricted units, including but not limited to, and where applicable, tenure and conditions governing the initial sale of for-sale restricted units.
vi. Where applicable, tenure and conditions establishing rules and procedures for qualifying tenants and prospective purchasers, setting rental rates, filling vacancies, and operating and maintaining units for rental restricted units.
vii. A description of remedies for breach of the agreement by either party.
The City may identify tenants or qualified purchasers as third-party beneficiaries under the agreement.
viii. The required term setting forth the duration of the density bonus agreement, which shall be at least fifty five (55) years for affordable units designated as rental housing, and forty five (45) years for affordable units designated as for-sale units.
ix. Other provisions to ensure implementation and compliance with this article and Government Code Section 65915-65918.
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43 b. Execution and Recording.
i. The density bonus agreement approved by the City shall be executed by the applicant, property owner, or other person authorized to impose covenants, conditions, and restrictions on the property and the proposed housing development.
ii. Prior to issuance of a building permit, the density bonus agreement shall be recorded against the property in the Official Records of the County to ensure the housing development will comply with the affordability covenants for the duration of the density bonus agreement term.
c. Development and Operation.
i. The affordable units within a housing development that approved under this Section shall be constructed concurrently with the unrestricted units, except as specifically set forth in the density bonus agreement.
ii. Residents of the affordable units shall be entitled to use all of the same amenities within the housing development.
iii. The number of bedrooms of the affordable units shall be proportional to the number of bedrooms in the unrestricted units of the housing development.
iv. The exterior appearance of the affordable units shall be of the same design and appearance as the overall housing development by having the same building form, exterior construction materials, roof form, siding and trim, and window placement and type.
v. Housing developments shall comply with all applicable development standards, except those that may be modified as provided by this Section. In addition, all units in housing developments subject to this article must comply with all applicable California Building Standards Codes, including but not limited to residential and fire code requirements.
vi. No building permit shall be issued, nor any development approval granted, for any improvements within a housing development subject to this Section which do not meet the requirements of this Section. vii. No affordable unit shall be rented or sold except in accordance with this Section and the recorded density bonus agreement.
viii. The entry into and execution of a density bonus agreement shall be a condition of any application for a discretionary land use permit, including but not limited to subdivision maps, site plans, and
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44 conditional use permits, for a housing development proposed under this Section.
G. Severability. If any provision of this Section or the application thereof to any person or circumstance is held invalid, the remainder of the Section and application of the provisions to other persons not similarly situated or to other circumstances shall not be effected thereby.
18.15.10018.15.120Emergency Shelters
A. General. An emergency shelter facility, as defined in Section 18.190.060 (Residential Land Use Classifications) in Part 6 (Definitions), shall comply with all the required development and operational standards of the zoning district in which it is located. [Source: NEW]
1. Specific Standards. In addition to the development standards in the underlying zoning district, emergency shelters shall comply with the standards established in this Section.
In the event of conflict between these standards and the underlying zoning regulations, the provisions of this Section shall apply. [Source: NEW] B.
1.2. No overconcentrationProximity to Similar Facilities. An emergency shelter (or any part of it) shall be no closer than 300 feet to a similar facility. [Source: 18.20.075.E, modified, modified]
2. Emergency homeless shelter management standards. Each emergency homeless shelter shall comply with the following management standards: [Source: 18.20.085.B]
3. 1. Management Pplan. The operator of an emergency homeless shelter shall be qualified to operate the facility and shall prepare and submit a management plan in consultation with the Zzoning Aadministrator prior to commencement of facility operations that includes the following: [Source: 18.20.085.B.1, modified] a. Aadequate security measures to protect shelter residents and surrounding uses; [Source: 18.20.085.B.1]
b. Aa description of services provided to assist residents with obtaining permanent shelter and income; [Source: 18.20.085.B.1]
c. Aa description of the screening process for prospective residents to ensure compatibility with services provided at or through the shelter; [Source:
18.20.085.B.1]
d. Hhours of operation for the facility; [Source: 18.20.085.B.1] e. Pprovisions to ensure that the area surrounding the facility is maintained free of litter or debris; [Source: 18.20.085.B.1]
f. Aa program for providing staff training to meet the needs of shelter residents; [Source: 18.20.085.B.1]
g. Aa program for providing community outreach regarding the construction and operation of the facility; and [Source: 18.20.085.B.1]
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45 a.h. Aa description of any support services provided on site (support services shall be for the on-site residents only and shall be limited to services provided within the building only). [Source: 18.20.085.B.1]
3.4. 2. Length of Sstay. No individual or family shall reside in an emergency homeless shelter for more than 180 consecutive days. A with minimum of 60 days shall be required between stays. The operator of the emergency homeless shelter shall maintain adequate documentation to demonstrate compliance with this provision. [Source: 18.20.085.B.2, modified]
4.5. 3. Hours of Ooperation. An operational emergency homeless shelter shall remain open 24 hours a day, seven days a week. [Source: 18.20.085.B.3, modified]
5.6. 4. Proximity to Ppublic Ttransit and Sservices. An emergency homeless shelter shall be located near public transportation, supportive services, and commercial services to meet the daily needs of shelter residents. If necessary, an emergency homeless shelter shall ensure a means of transportation for shelter residents to travel to and from case management appointments if scheduled off- site. [Source: 18.20.085.B.4, modified]
6.7. 5. Noise/Nnuisances. All activities associated with an emergency homeless shelter shall be conducted entirely within the building. Noise shall be limited so as not to create an adverse impact on surrounding uses. No loudspeakers or amplified sound shall be placed within, or project outside of, the emergency homeless shelter. [Source:
18.20.085.B.5, modified]
7.8. 6. Off-Sstreet Pparking. An emergency homeless shelter shall comply with all applicable provisions of PHMC Chapter 18.55 70 (Off-Street Parking and Loading Regulations). On-site parking for eIn zoning districts where emergency homeless shelters are allowed by righta permitted use, within the LI zone district shall be a minimum of one space per 750 square feet of gross floor area plus at least one onsite parking space shall be provided for every two employees working in the emergency shelter. In addition, if a facility vehicle is maintained on site, one additional on-site parking space for this vehicle shall be provided. In zoning districts where emergency shelters are allowed through a Use Permit, the number of parking spaces required Parking for emergency homeless shelters in other zone districts shall be as specified by in the Uuse Ppermit based on review of the operational characteristics of the proposed use. [Source: 18.20.085.B.6, modified]
9. 7. On-Ssite Mmanagement.
a. An on-site staff person shall be designated as a neighborhood liaison to respond to, and address, any questions or concerns from surrounding residents regarding facility operations. “Good behavior” and “good neighbor” policies shall be described in the management plan and shall be implemented and enforced at all times by on-site management. Such policies shall include, but not be limited to, prohibition of use or possession of controlled substances by residents; rules concerning the use or possession of alcohol; curfew; prohibition of loitering; and any other provisions necessary to ensure compatibility with surrounding uses. Clients Residents shall be screened for
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46 compatibility with shelter resources and for compliance with applicable Sstate and Ffederal laws. Individuals Residents who do not meet the screening criteria shall not be accepted into the facility. [Source: 18.20.085.B.7, modified] b. On-site management, including employees, partners, directors, officers, or managers, shall be screened prior to issuance of certificate of occupancy to confirm that they have no history of a previously failed emergency shelter (or similar facility) due to the fault of the operator, and have not been convicted of any of the following offenses within the prior five years: [Source:
18.20.085.B.7]
i. A crime requiring registration under Penal Code Ssection 290; [Source: 18.20.085.B.7.a, modified]
ii. A violation of Penal Code Ssections 311.2 and 311.4 through 311.7; [Source: 18.20.085.B.7.b, modified]
iii. Violation of Penal Code Ssections 313.1 through 313.5; [Source:
18.20.085.B.7.c, modified]
iv. Violation of Penal Code Ssection 647(a), (b), or (d); [Source:
18.20.085.B.7.d, modified]
v. Violation of Penal Code Ssection 315, 316, or 318; [Source:
18.20.085.B.7.e, modified]
vi. A felony crime involving the use of force or violence on another; or [Source: 18.20.085.B.7.f]
vii. The maintenance of a nuisance in connection with the same or similar business operation. [Source: 18.20.085.B.7.g]
c. The Ppolice Ddepartment shall also conduct a background investigation on all applicants. [Source: 18.20.085.B.7, modified]
10. On-Ssite Ssecurity.
d.a. Security measures shall be sufficient to protect clients shelter residents and neighbors. On-site security shall be provided during the hours when the emergency homeless shelter is in operation and at all times when clients shelter residents are present on site. [Source: 18.20.085.B.8, modified] e.b. In the event that at least five external, verified complaints concerning unlawful activities at the facility have been received over a 30-day period by the Ppolice Ddepartment, the facility shall be required to provide additional on-site security staff to the satisfaction of the Cchief of Ppolice and the Zzoning Aadministrator. [Source: 18.20.085.B.8, modified]
8.11. External Llighting. The emergency homeless shelter shall provide external lighting in accordance with the requirements contained in PHMC § 18.55.140.B 18.70.120.B (Lighting) to maintain a safe and secure environment. Exterior lighting shall be shielded
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47 and directed towards the ground and away from surrounding properties. [Source:
18.20.085.B.9, modified]
9.12. City, Ccounty and Sstate requirements. An emergency homeless shelter shall obtain and maintain in good standing required licenses, permits, and approvals from Ccity, Ccounty, and Sstate agencies or departments and demonstrate compliance with applicable building and fire codes. An emergency homeless shelter shall comply with all Ccounty and Sstate health and safety requirements for food, medical, and other supportive services provided on site. [Source: 18.20.085.B.10, modified]
10.13. Number of Bbeds. An individual emergency homeless shelter shall have no more than 50 beds. [Source: 18.20.085.B.11, modified]
11.14. Entrance Llobby/Iintake Aarea. The intake area of an emergency homeless shelter shall be a minimum of 100 square feet, located entirely within the building. The entrance to the intake area shall not be located directly facing a public street. Hours of client intake shall be posted. Clients shall not be allowed to form a queue outside the facility. [Source: 18.20.085.B.12, modified]
12.15. Location. There shall be no less than 300 feet between emergency homeless shelters in any zone district. [Source: 18.20.085.B.13]
13.16. Smoking Oordinance. Emergency homeless shelters shall comply with the provisions of PHMC Chapter 9.45 (Ssmoking Oordinance). [Source: 18.20.085.B.14, modified]
14. Design Review. New construction and/or exterior alterations to an existing site or building are subject to administrative design review by the Zoning Administrator to ensure substantial conformance with the Citywide Design Guidelines. [Source:
18.20.085.B.15, modified]
15.17. Additional Rrequirements. Each emergency homeless shelter shall provide: [Source:
18.20.085.B.16, modified]
a. Lockers or closets for personal property adequate for the number of clientsshelter residents. [Source: 18.20.085.B.16.a, modified] b. Clothes washing station(s) or machine(s) adequate for the number of clientsshelter residents. [Source: 18.20.085.B.16.b, modified] C.B. Emergency homeless Sshelter Ffees. Prior to issuance of a Bbuilding Ppermit for any emergency homeless shelter, any fees or exactions authorized by law, that are applicable to residential development, and that are determined by the Ccity to be essential to provide necessary public services and facilities for the emergency homeless shelter, shall be paid by the operator of the emergency shelter to the city and/or to other applicable public agencies. In the event that the operation of the facility results in a need for additional police and public safety services or resources to ensure the public health, safety, and welfare of the community, the operator may be required to reimburse the city for any documented costs incurred for providing such additional services and/or resources. (Ord. 890 § 14, 2015; Ord. 874 § 5, 2013; Ord. 867 § 10, 2012)[Source: 18.20.085.C, modified]
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48 18.15.11018.15.130Home Occupation
A. General. The following supplemental regulations shall apply to home occupations as defined in Section 18.190.060 (Residential Land Use Classifications) in Part 6 (Definitions).
Restrictions upon home occupations are an accommodation between the values fostered by the preservation of areas for residential living, and the liberty to conduct private, nonintrusive economic activity in one’s home. The standards set forthestablished in this Ssection are intended to guide the review of home occupation applications and to encourage the accommodation of those values when deciding to grant or deny Hhome Ooccupation Ppermits. [Source: 18.20.070, modified]
B. Permit Rrequired. In order to engage in a home occupation an person individual must first obtain a Hhome Ooccupation Ppermit from the Zzoning Aadministrator. A Home Occupation Permit shall be required if any of the following exist: The existence of any of the following shall create a presumption that there is a home occupation for which a permit is required: [Source:
18.20.070.A, modified]
1. Activities related to retail and/or pPersonal service businesses conducted for pay on the premises; [Source: 18.20.070.A.1]
2. The maintenance on the premises of an inventory of materials used in producing a commercial product; [Source: 18.20.070.A.2]
3. The regular advertising of the residential address; [Source: 18.20.070.A.3]
4.3. A residential address is designated as the business location on the business license application. (sSee Section 5.05.040 (Bbusiness Llicenses, PHMC § 5.05.040); or [Source: 18.20.070.A.4, modified]
5.4. Rooms are rented to more than one boarders or or lodgers. [Source: 18.20.070.A.5, modified]
C. Duties of the Zzoning Aadministrator.
1. Upon receipt of a complete application for a Hhome Ooccupation Ppermit, the Zzoning Aadministrator may issue a Hhome Ooccupation Ppermit. The permit may be issued without a hearing only if all of the following apply:
a. The applicant will not store significant product inventory or materials related to the occupation at the on-site;
b. Tthe occupation will generate little or no pedestrian or vehicular traffic; and c. Tthe occupation will involve the provision of a service at a location other than the applicant’s home (e.g., gardening, housekeeping, etc.), or will be limited to the drafting and mailing of written documents (e.g., bookkeeping, typing services, etc.).
2. In all other cases, the Zzoning Aadministrator shall hold a public hearing under Ssubsection F G of this section and determine, based upon substantial evidence, whether the proposed occupation would be in compliance with the standards specified in Ssubsection DC of this section and/or whether any exceptions to those standards should be approved under Ssubsection GF of this Ssection. The Zzoning
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49 Aadministrator shall issue a Hhome Ooccupation Ppermit if he or she they finds thatall of the following to be true: [Source: 18.20.070.B, modified] a. (1) Tthe home occupation will conform to the standards specified in Ssubsection DC of this section, or [Source: 18.20.070.B, modified] a.b. (2) aAn exception to the standards as provided for in Ssubsection GF of this section can be approved. [Source: 18.20.070.B, modified] C.D. Standards. A home occupation shall comply with the following standards and conditions, unless granted an exception as noted inunder Ssubsection GF of this section: [Source: 18.20.070.C, modified]
1. The home occupation is conducted entirely within the dwelling unit unless otherwise allowed under Ssubsection GF of this section; [Source: 18.20.070.C.1, modified]
2. There are no retail sales or personal service uses provided to customers at the premises; [Source: 18.20.070.C.2]
3. There is no more than one vehicle used primarily in connection with the home occupation; [Source: 18.20.070.C.3]
4. There is no on-site sign associated with the home occupation or its products or services, nor signage signs on or within any vehicle owned or leased by the operator of the home occupation listing the street address of the home occupation or indicating the existence of the home occupation on site; [Source: 18.20.070.C.4, modified]
5. There is no storage on the premises within public view of materials, products, equipment, fuel, or other substances not commonly associated in kind or amount with residential use; [Source: 18.20.070.C.5, modified]
6. The street address of the home occupation is not listed in the telephone book, newspaper, Internet site, or other published advertising media or flyers; [Source:
18.20.070.C.6]
7. The home occupation does not generate traffic in excess of that which is normally associated with residential use and requires no additional parking spaces; [Source:
18.20.070.C.7, modified]
8. The home occupation does not require reconstruction or alteration of the exterior of the dwelling unit; [Source: 18.20.070.C.8]
9. The home occupation does not cause smoke, dust, light, odor, noise, or other emissions which would otherwise interfere with the residential use of the zonezoning district; [Source: 18.20.070.C.9, modified]
10. The home occupation does not generate quantities or types of refuse or trash which would be abnormal for residential pick-up and collection services; [Source:
18.20.070.C.10]
11. The home occupation does not involve more than one nonresident employee or volunteer on site at any time; [Source: 18.20.070.C.11]
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50 12. The applicant timely obtains a Ccity business license; and [Source: 18.20.070.C.12, modified]
13. The home occupation does not involve any of the following:
a. Iillegal conduct including, but not limited to, operation of a business without a business license,or r [Source: 18.20.070.C.13, modified] b. Result in any other encroachment upon the values served by residential use restrictions including, but not limited to, the deterioration of the physical appearance of the property,or h [Source: 18.20.070.C.13, modified] a.c. Have any other substantial detrimental impact upon adjacent residents. [Source: 18.20.070.C.13, modified]
D.E. Prohibited Aactivities. Home occupations may not include: [Source: 18.20.070.D, modified]
1. Activities that involve use of loud power equipment, or otherwise create excessive noise, which interferes with the surrounding residential use; [Source: 18.20.070.D.1]
2. Activities that generate exhaust or other air pollutants or emissions; [Source:
18.20.070.D.2]
3. Activities which involve the raising or slaughtering of animals; [Source: 18.20.070.D.3]
4. On-premises vehicle repair;or [Source: 18.20.070.D.4, modified]
5. Activities that involve engaging in the business of firearm sales. Any entity or person engaged in the business of firearm sales pursuant to an existing, approved Hhome Ooccupation Ppermit before January 4, 2016, in effect as of the effective date of the ordinance codified in this section shall be exempt from this Ssubsection and the locational restrictions for firearm sales in established in PHMC Chapter 18.25 Section
18.25.080 (Firearm Sales) (except as to ammunition sales) if the home occupation use is limited solely to those activities that were both permitted allowed by terms of the permit issued before the effective date of the ordinance codified in this section and legally engaged in by the entity or person at the home-based location before the effective date of the ordinance codified in this section before January 4, 2016. Any such entity or person may continue firearm sales at its existing home-based location pursuant to any valid permits and licenses so long as the operator obtains and maintains all applicable remains fully licensed by permits and licenses required by all agencies (including, without limitation, obtaining and maintaining the permit required by PHMC under Chapter 9.35 (Firearms)), and has not sold, transferred, or assigned operation of the business afterthe effective date of the ordinance codified in this section to any other entity January 4, 2016DATE. [Source: 18.20.070.D.5, modified]
6. Any commercial cannabis uses or activities, including, but not limited to, the operation of a cannabis retailer, cannabis delivery service, and/or the storage of cannabis in excess of those amounts permitted allowed for personal use pursuant in compliance with to Health and Safety Code Ssection 11362.1 et seq. [Source: 18.20.070.D.6, modified]
E.F. Exceptions. [Source: 18.20.070.E]
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51 1. Cottage Ffood Ooperation. Under Government Code Ssection 51035, and notwithstanding the home occupation standards in Ssubsection DC of this section, the Zzoning Aadministrator shall approve a Hhome Ooccupation Ppermit for a proposed cottage food operation which meets the following standards: [Source: 18.20.070.E.1, modified]
a. Meets the definitions of “cottage food operation” and “cottage food products” in California Health and Safety Code Ssection 113758; [Source:
18.20.070.E.1.a, modified]
b. Has a valid registration, permit, or license from the Contra Costa County Hhealth Ddepartment, issued pursuant toin compliance with California Health and Safety Code Ssection 114365, that specifies the same person, location, type of food sales, and distribution activity specified in the application for the Hhome Ooccupation Ppermit; [Source: 18.20.070.E.1.b, modified] c. Complies with the all requirements of established in the California Health and Saf. Safety Code applicable to cottage food operations (including, without limitation, Chapter 11.5 (commencing with section 114365) of Part 7 of Division 104 of the Health and Safety Code). [Source: 18.20.070.E.1.c, modified]
2. Exceptions to standards for all Oother Hhome Ooccupations. If an application for a home occupation, other than a cottage food operation, deviates does not comply with the standards from the standards listed in subsection C of this established in Subsection D and E of this Ssection or requires an opportunity for public input (in the opinionat the discretion of the Zzoning Aadministrator), the Zzoning Aadministrator shall provide notice of the application under PHMC Chapter 18.8018.195 (Notice Requirements) and shall conduct a public hearing before taking action on the application. [Source: 18.20.070.F, modified]
a. Referral. The Zzoning Aadministrator, at his or her their discretion, may refer a Hhome Ooccupation Ppermit application directly to the Pplanning Ccommission. [Source: 18.20.070.F, modified]
d.b. Conditions of Approval, The Zzoning Aadministrator or Pplanning Ccommission may impose reasonable conditions on the Hhome Ooccupation Ppermit to ensure compliance with the standards of this Ssection and/or to ensure the home occupation will not have an adverse effect on the neighborhood. [Source: 18.20.070.F, modified]
e.c. Exceptions. An exception to the standards established in this Section may be approved if the decision-makerreview-authority finds that conditions of approval and/or applicant-proposed operational restrictions placed on the home occupation will ensure that the home occupation will not have an adverse effect on the neighborhood. [Source: 18.20.070.F, modified] F.G. Lapse of Aapproval. A Hhome Ooccupation Ppermit lapses one year 12 months after its date of approval, or at an alternative time specified as a condition of approval, unless the home occupation is established. Once established, a Home Ooccupation Ppermit automatically
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52 lapses if there is a discontinuance of the exercise of the home occupation for six or more consecutive months or more. [Source: 18.20.070.G, modified] G.H. Transferability. The validity of a Hhome Ooccupation Ppermit shall not be affected by a change in home ownership or residency, provided the new owner or resident applies to the Zzoning Aadministrator for a transfer within six months from the time the previous owner/resident ends his or her business. No notice or public hearing is required for a transfer. [Source: 18.20.070.H, modified]
H.I. Changes to Ppermit. A request for a change in the Hhome Ooccupation Ppermit or a change to a condition of approval requires a new application. Any amendment or change in a condition of approval to an existing Hhome Ooccupation Ppermit shall be reviewed and approved by the final decision-makerreview authority that originally approved the home occupation permit. [Source: 18.20.070.I, modified]
I.J. Revocation. A home occupation exercised in violation of this Ssection or a condition of approval may be revoked, as provided in PHMC § 18.135.040Section 18.185.040 (Revocation or Modification of Discretionary Permits). [Source: 18.20.070.J, modified] J.K. Resubmittal of Aapplication. Following denial of a Hhome Ooccupation Ppermit, no new application for the same, or substantially the same, home occupation shall be accepted within one year 12 months of the date of denial, unless the denial was made without prejudice. (Ord. 931 § 5, 2019; Ord. 895 § 2, 2016; Ord. 890 § 13, 2015; Ord. 881 § 3, 2014; Ord. 856 § 2 (Exh.
A), 2011; Ord. 710 § 35-5.6, 1996; 1991 code § 35-5.6(c)) [Source: 18.20.070.K, modified]
18.15.12018.15.140Inclusionary Housing
The following supplemental requirements are intended to implement the Hhousing Eelement of the Ggeneral Pplan by providing affordable housing, as defined in Section 18.195.020 (“A” Definitions), for households with low- and very low- incomes in R residential zoning districts: [Source: 18.20.060, modified]
A. Requirement. Each housing development of five or more dwelling units shall include one of the following: [Source: 18.20.060.A]
1. At least 10 percent% of the dwelling units as inclusionary units for occupancy by lowincome households; or [Source: 18.20.060.A.1, modified]
2. At least 5 percent% of the dwelling units as inclusionary units for occupancy by very low-income households; or [Source: 18.20.060.A.2, modified]
3. At least 25 percent% of the dwelling units for qualifying senior residents as defined in California Civil Code sections 51.2 and 51.3; or [Source: 18.20.060.A.3]
4. At least 20 percent% of the dwelling units as inclusionary accessory dwelling units for occupancy by low-income households. [Source: 18.20.060.A.4] B. Design Sstandards and Cconstruction Ttiming. [Source: 18.20.060.B, modified]
1. Location and Ddesign. Inclusionary units shall be dispersed throughout the project.
The developer shall construct the inclusionary units in a manner which is representative of the project as a whole, with comparable types of units, bedroom mix, and exterior appearance. From the street, the inclusionary units must not be
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53 distinguishable from other units in the project. The average number of bedrooms for all inclusionary units in a project must equal the average number of bedrooms for all other units in the project, up to a limit of 3.0three bedrooms per unit. The number of bathrooms per bedroom must equal the proportion of bathrooms in the market-rate units. Inclusionary units may be smaller in aggregate size and have different interior finishes and features than market-rate units so long as the interior features are durable, of good quality, and consistent with contemporary standards for new housing. [Source:
18.20.060.B.1, modified]
2. Timing of Cconstruction. The developer shall construct the inclusionary units concurrently with other units, unless the conditions of approval provide otherwise, or unless the Ccity and developer agree in writing to an alternative schedule for development. [Source: 18.20.060.B.2, modified]
C. Duration of Rrestrictions. The developer shall assure the affordability of the inclusionary units by a deed restriction, with of 55 or more years for for-sale housing and rental housing. [Source:
18.20.060.C, modified]
D. Resale and Rrental Rrestriction Aagreement. Before approval of a final map (for a subdivision) or issuance of a Bbuilding Ppermit (for a project not involving a subdivision), the developer shall enter into a resale and rental restriction agreement in a form approved by the Ccity Aattorney in consultation with the Zoning AdministratorCcity’s Hhousing Ccoordinator. The agreement shall be recorded concurrently with the final map and shall include all of the following: [Source: 18.20.060.D, modified]
1. The number of inclusionary dwelling units by type, location, and number of bedrooms and bathrooms. [Source: 18.20.060.D.1, modified]
2. Standards for maximum qualifying incomes and maximum sales prices or rents. [Source: 18.20.060.D.2]
3. Applicable certification procedures, including the party responsible for certifying rents and sales prices, and the process that will be used to annually certify incomes of tenants and purchasers. [Source: 18.20.060.D.3]
4. Resale controls and deed restrictions that are binding on the property upon sale or transfer. [Source: 18.20.060.D.4]
5. A liquidated damages provision making a developer or successor who violates these affordable housing restrictions subject to a $750.00 fine per month per unit from the date of original noncompliance. [Source: 18.20.060.D.5, modified] E. Security. When a developer intends to construct the inclusionary units, he or shethey must provide security to satisfy this requirement before approval of any final map (for a subdivision) or before a Bbuilding Ppermit is issued (if there is not a subdivision). The security shall be appropriate to the intended method of compliance, including one or more of the following:
[Source: 18.20.060.E, modified]
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54 1. A deed restriction on specific lots totaling the correct percent of the reserved residential lots on the map, and a bond to cover the cost of constructing homes on those lots which are affordable to low- or very low-income households; [Source: 18.20.060.E.1]
2. A bond to cover the housing in-lieu fee (see Ssubsection G of this section); [Source:
18.20.060.E.2, modified]
3. A written agreement, with financial security, to provide accessory dwelling units or offsite construction; or [Source: 18.20.060.E.3]
4. Other appropriate security approved in writing by the Ccity Aattorney. [Source:
18.20.060.E.4, modified]
F. Off-Ssite Aalternatives. As a complete or partial alternative to the provision of on-site inclusionary units pursuant to this Ssection, the developer may propose a plan for providing affordable units that would otherwise be required to be provided on the project site at either:
[Source: 18.20.060.F, modified]
1. An off-site location within the city by acquiring existing unrestricted single-family or multi-family units located within the city that are not currently income restricted and rehabilitating those dwelling units. At least four rehabilitated dwelling units shall be provided for each inclusionary unit required. These units shall comply with all provisions of Ssubsections C and D of this section; or [Source: 18.20.060.F.1, modified]
2. An off-site location within the city, in conjunction with a third partythird-party nonprofit affordable housing provider, by constructing, or funding the construction of, the equivalent number of required affordable units off- site subject to Ccity Ccouncil approval of an off-site affordable housing agreement. The Ccity may allow off-site construction if the proposal meets all of the following conditions: [Source:
18.20.060.F.2, modified]
a. Financing or a viable financing plan, which may include public funding, shall be in place for the off-site affordable units; [Source: 18.20.060.F.2.a] b. Construction of the off-site affordable units must be completed, or provision of funding by the developer for construction of the affordable units must be provided, as specified in a phasing/financing plan subject to Ccity Ccouncil approval; [Source: 18.20.060.F.2.b, modified]
c. The third- party nonprofit affordable housing developer shall enter into an affordable housing covenant with the Ccity to ensure that the affordable housing units shall meet all applicable requirements of the city’s inclusionary housing ordinancethis Section; and [Source: 18.20.060.F.2.c, modified] d. The units shall be in compliancecomply with the provisions of Ssubsections C and D of this section. [Source: 18.20.060.F.2.d, modified] The Ccity may require that completion of off-site affordable units be secured as provided in Ssubsection E of this section. [Source: 18.20.060.F.2, modified] G. In-Llieu Ffees.
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55 1. Approval Ccriteria. In extraordinary circumstances, the approving body may authorize the payment of a fee in lieu of providing the inclusionary units required under Ssubsection A of this section as follows if any of the following circumstances apply: (a) a. Ffor projects of nine units or less; (b) f[Source: 18.20.060.G.1] b. For any fractional unit in projects of 10 or more units; or (c) iI [Source:
18.20.060.G.1]
c. If the developer demonstrates, in connection with the first approval for the development (tentative subdivision map, or development plan if no subdivision is involved), that specific characteristics of the development site make the site unsuitable for households at the required income levels. [Source:
18.20.060.G.1]
a.d. Whenever the approving body authorizes the payment of an in-lieu fee, the inlieu fee determination shall be automatically referred to the Ccity Ccouncil or redevelopment agency, as appropriate, for review and approval. [Source:
18.20.060.G.1]
2. Calculation of Ffee.
b.a. The in-lieu fee shall be established annually by resolution of the Ccity Ccouncil in an amount sufficient to represent a reasonable portion of the gap between the affordable sales price (at the low- income level of affordability) and the market-rate sales price for single-family housing. [Source: 18.20.060.G.2, modified]
b. In order to determine the in-lieu fee, theThe in lieu fee shall be based on the average (mean) of the following amounts shall be calculated: (a) a developer’s cost to construct a dwelling less the affordable sales price (the “developer’s difference”) and (b) the market-rate purchase price less the affordable sales price (the “market-rate difference”). The in-lieu fee can be expressed as follows: [Source: 18.20.060.G.2, modified]
𝐷𝑒𝑣𝑒𝑙𝑜𝑝𝑒𝑟
′
𝑠 𝐷𝑖𝑓𝑓𝑒𝑟𝑒𝑛𝑐𝑒 + 𝑀𝑎𝑟𝑘𝑒𝑡 𝑅𝑎𝑡𝑒 𝐷𝑖𝑓𝑓𝑒𝑟𝑒𝑛𝑐𝑒
2 = 𝐼𝑛 𝐿𝑖𝑒𝑢 𝐹𝑒𝑒
c. The in-lieu fee shall be based upon the average of the developer difference and the market-rate differencecalculated for each of the following home sizes:
[Source: 18.20.060.G.2, modified]
i. a A 1,200 square foot, two-bedroom home; [Source: 18.20.060.G.2, modified]
ii. Aan 1,800 square foot, three-bedroom home; and [Source:
18.20.060.G.2, modified]
i.iii. Aa 2,200 square foot, four-bedroom home. The in-lieu fee can be expressed as follows: [Source: 18.20.060.G.2, modified] Developer Difference + Market-Rate Difference ÷ 2 = In-lieu fee
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56 c.d. The following guidelines shall apply to the calculation of the in-lieu fee:
i. The developer cost to construct the dwelling is shall be equivalent to the dwelling square footage times multiplied by thea per foot average amount that it costscost to construct a dwelling in the city. The per foot cost to construct the dwelling shall be determined annually as set forthestablished in Exhibit D of the Inclusionary Housing Ordinance InLieu Fee Study dated September 15, 2004. [Source: 18.20.060.G.2.a, modified]
ii. The affordable sales price is shall be based on income limits published established by the State of California Department of Housing and Community Development Department, adjusted for number of bedrooms in the dwelling (see California Health and Safety Code Ssection 50052.5). [Source: 18.20.060.G.2.b, modified]
iii. The market-rate purchase price is shall be based on a survey of current sale prices of similar sized units in the Pleasant Hill area in the real estate section of the Contra Costa Times newspaper at the time the fees are established. [Source: 18.20.060.G.2.c, modified] iv. For any annual period for which the Ccity Ccouncil does not review the fee, up to a maximum of three years in a row, the fee amount may be adjusted by the Ccity Mmanager based upon the percentage change in the Building Valuation Data published by the International Code Council from the previous year. [Source: 18.20.060.G.2.d, modified]
2.3. Time of Ppayment. The in-lieu fee shall be paid prior to the issuance of a Bbuilding Ppermit or as otherwise provided in the conditions of approval. [Source: 18.20.060.G.3, modified]
4. Use of Ffees. The Ccity will deposit all housing in-lieu fees in an affordable housing fee fund. The Ccity will shall use the fees, and all interest earned on the account, only for the following usesfor use in the development or maintenance of affordable housing in the city:
a. Mmortgage subsidies and down payment assistance;
b. Ssite acquisition;
c. Bbanking of land for use in the development of affordable housing; d. Rrental subsidies for very-low or low-income households; e. Cconstruction financing;
f. Iissuance of bonds;
g. Pproviding predevelopment funds;
h. Pproviding rehabilitation funds to preserve existing affordable housing stock;
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57 i. Pproviding loan security; and
a.j. Aany other assistance that will serve to increase or maintain the supply of affordable housing in the city. [Source: 18.20.060.G.4, modified]
5. Refunds. The Ccity may refund an in-lieu fee, authorized by City Council resolution, if all of the following apply: [Source: 18.20.060.G.5, modified] a. Aa Bbuilding Ppermit or Zzoning use Ppermit expires and no extension is granted; [Source: 18.20.060.G.5, modified]
b. Nno construction or use occurs; and [Source: 18.20.060.G.5, modified] b.c. Tthe applicant applies for a refund within one year 12 months after the expiration of the Bbuilding or Zzoning use Ppermit. The refund must be authorized by city council resolution. [Source: 18.20.060.G.5, modified]
3.6. Fees Nnot Ssubject to Mitigation Fee Act. The Ccity Ccouncil finds that this in-lieu fee is not a fee subject to the Mitigation Fee Act (Government Code Ssection 66000 and following) because these fees are an alternative to requiring that inclusionary units be included within the development rather than a fee required of all developers. Payment of the fee is at the request of the developer, with the Ccity’s consent. [Source:
18.20.060.G.6, modified]
H. Redevelopment projects. The city council or redevelopment agency may approve a reduction or waiver of the requirements of this section for projects located within a redevelopment project area which: (1) are the subject of a disposition and development agreement, owner participation agreement, acquisition agreement, or other contractual arrangement with the redevelopment agency, and (2) are receiving assistance from the redevelopment agency, such as relocation of occupants, acquisition and disposition of land for site assemblage, use of eminent domain, write-down of land costs, fee waivers, or other forms of direct agency assistance. Any developer requesting such a reduction or waiver must submit a pro forma and such other financial analysis sufficient to support a determination that the reduction or waiver is necessary to ensure the economic feasibility of the redevelopment project. (Ord. 928 § 6, 2019; Ord. 915 § 6, 2017; Ord. 906 §§ 2 – 4, 2016; Ord. 800 § 1, 2005; Ord. 791 § 1, 2004; Ord. 710 § 35-5.6, 1996; 1991 code § 35-5.6(b)) [Source: 18.20.060.H]
18.15.13018.15.150Manufactured Homes
The following supplemental regulations are to provide opportunities for the placement of manufactured homes in residential zoningR districts and to ensure that such manufactured homes are designed and located so as to be harmonious within the context of the surrounding houses and neighborhood. [Source: 18.20.090, modified]
A. General Rrequirements. A manufactured home may be used for residential purposes if it has been approved by the Aarchitectural Rreview Ccommission, and has been granted a Ccertificate of Ccompatibility by the Zzoning Aadministrator, and is located in an R districtan allowed use in the underlying zoning district. A manufactured home may also be used for temporary uses, subject to the requirements of a temporary use permit issued under PHMC Chapter 18.100. [Source: 18.20.090.A, modified]
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58 B. Requirements for Ccertificate of Ccompatibility. The Zzoning Aadministrator shall issue a Ccertificate of Ccompatibility if the manufactured home meets the design and locational criteria of this Ssubsection. The certificate is valid for two years and may be renewed for subsequent periods of two- year periodss if the location and design criteria of this Ssection are met. More specifically, the location and design of a manufactured home shall comply with the following criteria in order to protect neighborhood integrity, provide for harmonious relationship between a manufactured home and surrounding uses, and minimize problems that could occur as a result of locating a manufactured home on a residential lot. [Source: 18.20.090.B, modified]
1. Location Ccriteria. Manufactured homes are not allowed: [Source: 18.20.090.B.1, modified]
a. On substandard lots that do not meet the dimensional standards ofPHMC §
18.20.030 Section 18.15.030 (Development Standards for Residential Districts); or [Source: 18.20.090.B.1.a, modified]
b. On a lot with an average slope of more than 10 percent%, or on any portion of a lot where the slope exceeds 15 percent%. [Source: 18.20.090.B.1.b, modified]
Except as modified herein, all other provisions contained in this section shall remain in full force and effect. [Source: 18.20.090.B.1]
2. Design Ccriteria. A manufactured home shall be compatible in design and appearance with residential structures in the vicinity and shall meet the following standards:
[Source: 18.20.090.B.2, modified]
a. It must be built on a permanent foundation approved by the Cchief Bbuilding Oofficial; [Source: 18.20.090.B.2.a, modified]
b. It must have been constructed after June 15, 1976, and must be certified under the National Manufactured Home Construction and Safety Standards Act of 1974; [Source: 18.20.090.B.2.b]
c. The unit’s skirting must extend to the finished grade; [Source: 18.20.090.B.2.c] d. Exterior siding must be compatible with adjacent residential structures., and sShiny or metallic finishes are prohibited; [Source: 18.20.090.B.2.d, modified] e. The roof must be of concrete or asphalt tile, shakes or shingles complying with the most recent edition of the adopted building codes under PHMC Title 14; [Source: 18.20.090.B.2.e, modified]
f. The roof must have eaves or overhangs of not less than one foot; [Source:
18.20.090.B.2.f]
g. The floor must be no higher than 20 inches above the exterior finished grade; and [Source: 18.20.090.B.2.g]
h. Required covered parking shall be compatible with the manufactured home design and with other buildings in the area. [Source: 18.20.090.B.2.h]
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59 C. Cancellation of Sstate Rregistration. Whenever a manufactured home is installed on a permanent foundation, any registration of the manufactured home with the State of California shall be canceled, pursuant to Sstate laws and regulations. Before any occupancy certificate may be issued for use of such a manufactured home, the owner shall provide to the Cchief Bbuilding Oofficial satisfactory evidence showing that the Sstate registration of the manufactured home has been, or will be, with certainty, canceled; or, if the manufactured home is new and has never been registered with the Sstate, the owner shall provide the Cchief Bbuilding Oofficial with a statement to that effect from the dealer selling the home. (Ord. 928 § 5, 2019; amended during 2005 recodification; Ord. 710 § 35-5.6, 1996; 1991 code § 35-5.6(e)) [Source: 18.20.090.C, modified]
18.15.140 Permanent Basketball Hoops
A basketball hoop with a permanent foundation is allowed within any yard, within residential zoning districts, provided it is set back a minimum of five feet from any property line, is not located within any intersection sight obstruction, and it is no higher than 15 feet above existing grade. A zoning permit is required prior to installation of any basketball hoop. (Ord. 903 § 2, 2016) [Source: 18.20.145]
18.15.15018.15.160Residential Care Facility
When a Uuse Ppermit is required for a residential care facility, group residential, or single-occupancy unit in a single-family or multi-family residential zoning district (see Schedule 18.20.020)as established in Section 18.15.020 (Land Use Regulations for Residential Zoning Districts) for a care facility, group residential, or single-occupancy unit, the following general standards specified below shall apply:
[Source: 18.20.075, modified]
A. Pre-Aapplication Rreview. A person applying for a Uuse Ppermit in a residential zoning district, when the permitproposed project involves converting an existing building, the applicant shall submit, together with the Uuse Ppermit application, a letter or other written comments indicating that the facility is capable of meeting applicable code requirements, from the Ccity Bbuilding Ddivision, the Ffire Mmarshal, and any other agencies as determined by Ccity staff. [Source:
18.20.075.A, modified]
B. Licensing and Ccompliance. Facilities shall operate in accordance with Sstate and Ffederal law and established industry standards. [Source: 18.20.075.B, modified]
1. Licensed Ffacilities. A facility required to have a Sstate license shall maintain that license and operate in compliance with it. [Source: 18.20.075.B.1, modified]
2. Unlicensed Ffacilities. To ensure that unlicensed residential care facilities are operating in a manner that is consistent with Sstate and Ffederal law and established industry standards, the following standards shall apply: [Source: 18.20.075.B.2, modified]
a. No Vviolation of state licensing requirements. If the facility is not required to be licensed by the Sstate, the owners, managers, operators, and residents shall not provide any services on site which would require licensure under California State law. [Source: 18.20.075.B.2.a, modified]
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60 b. Certification. If certification by a sState or Ffederal agency specific to the type of facility is required, the facility shall receive and maintain that certification. [Source: 18.20.075.B.b, modified]
c. Owner and Ooperator Iinformation. The applicant shall provide a list of the addresses of all similar facilities in the Sstate operated by the owner, operator, or any affiliated organization within the past five years, and shall certify under penalty of perjury that none of the facilities have been found to be operating in violation of Sstate or local law. [Source: 18.20.075.B.c, modified] C. Location, Pparking, and Lloading. In a single-family zoning district (or PUD zoning district planned for single-family residential use) the following standards shall apply: [Source:
18.20.075.C, modified]
1. The facility shall be located where there is reasonable access to services, including public transportation; [Source: 18.20.075.C.1]
2. There may be oAny off-site or shared parking facilities shall only be located on property which is immediately adjacent to the proposed use, and subject to PHMC §
18.55.040Section 18.70.040 (Shared Parking Facilities); and [Source: 18.20.075.C.2, modified]
3. Loading areas, if required, shall be screened from the view of other residences. [Source: 18.20.075.C.3]
D. Operations. The owner, operator, or manager shall operate the facility in a manner that does not disrupt the neighborhood or interfere with the residential characteristics of the neighborhood regarding noise, loitering, traffic and deliveries, parking, or littering. The operator shall provide to the Ccity (on an ongoing basis) a name and 24-hour contact telephone number applicable for the person responsible for the facility. Each facility shall comply with the following operations requirements: [Source: 18.20.075.D, modified] Each facility shall comply with the following operations requirements: [Source: 18.20.075.D]
1. Residents Pper Rroom. There shall be no more than two residents per bedroom in a single-family residence that has been converted to another residential use care facility as specified in this Ssection. The hearing body has the discretion to set a lower occupancy limit based on evidence as to what is appropriate to the site, including characteristics of the structure, whether there will be an impact on traffic and parking, and whether the public health, safety, peace, comfort or welfare of persons residing in the facility or adjacent to it will be impacted. [Source: 18.20.075.D.1, modified]
2. Staff on Dduty. If the proposed use has seven residents or more, the operator shall have qualified staff on duty at the facility at all times. [Source: 18.20.075.D.2, modified]
3. Substance Ttesting. If the facility is designed for alcohol or drug rehabilitation, the operator shall arrange for ongoing, random alcohol and illegal substance testing of the residents by a qualified, independent third party. [Source: 18.20.075.D.3, modified]
4. Good Nneighbor Ppolicy. The operator shall develop, post prominently, and enforce a good neighbor policy. The policy shall include: [Source: 18.20.075.D.4, modified]
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61 a. Designation of an on-site staff member who will be available to respond to any community concerns regarding the facility or residents. If the Ccity receives a complaint involving the facility or residents, the designated staff member shall attempt to resolve the issue within a reasonable time frame. [Source:
18.20.075.D.4.a, modified]
b. Prohibition of lewd or abusive speech or behavior, or profanity, by staff or clients residents if audible to neighboring residents. [Source: 18.20.075.D.4.b, modified]
c. Compliance with Ccity noise regulations, and prohibition of amplified sound outdoors. [Source: 18.20.075.D.4.c, modified]
d. Maintaining a log of each violation of the good neighbor policy and making this log available for review by Ccity staff at any time. The log shall include the date and time of the violation, description, name of violator, and resolution. [Source:
18.20.075.D.4.d, modified]
5. Management Pplan. The operator shall submit a management plan with the Uuse Ppermit application subject to review and approval by the Ccity. The management plan must address management and operation of the facility, safety and security of residents, and building maintenance and staffing, including whether an on-site manager will be present. [Source: 18.20.075.D.5, modified] E. No overconcentration. If a care facility (or any part of it) is classified as one of the following, it shall be no closer to a similar facility than the distance shown: [Source: 18.20.075.E]
1. Care facility, large licensed (See Care facility, large, licensed; Health facility, at PHMC § 18.15.020): [Source: 18.20.075.E]
a. Intermediate care facility for the developmentally disabled – nursing. (Health and Saf. Code §§ 1267.8, 1267.9): 300 feet [Source: 18.20.075.E] b. Congregate living health facility. (Health and Saf. Code §§ 1267.8, 1267.9):
1,000 feet [Source: 18.20.075.E]
2. Residential care facility, but not applicable to a foster family home, residential care facility for the elderly, or transitional care facility: 300 feet [Source: 18.20.075.E]
18.15.16018.15.170Single Room Occupancy (SRO)
A. Single-room occupancy.General. Single-room occupancy (“SRO”) units are subject to the standards listed below. The purpose of this subsection Section is to provide opportunities for the development of single-room occupancy (SRO) units, as defined in Section 18.190.060 (Residential Land Use Classifications) or Part 6, of that encourage the development of permanent, affordable housing for small households and for people with special needs in proximity to transit and services, and to establish standards for these small units. [Source:
18.20.085.A, modified]
A.B. Standards. SRO units are subject to the following standards:
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62 1. Location. An SRO facility may be proposed and approved in the multifamily, retail business and professional and administrative office zoning districtsSRO units are allowed with a Use Permit in multi-family residential zoning districts, the MX-VDH zoning district, and PAO zoning district. [Source: 18.20.085.A.1, modified]
2. Project Rreview and Aapproval. A proposed SRO requires design review approval in compliance with PHMC Chapter 18.11518.110 (Architectural Review Permits) and a Uuse Ppermit pursuant to in compliance with PHMC Chapter 18.9518.145 (Use Permit). [Source: 18.20.085.A.2, modified]
3. Development Sstandards. [Source: 18.20.085.A.3, modified] a. Single-Rroom Ooccupancy Ffacilities. The following standards apply to buildings in which multiple SRO units are provided [Source: 18.20.085.A.3.a, modified]
i. Density. The maximum potential number of single-room occupancy units allowable allowed within an SRO facility building shall be determined based on compliance with applicable zoning ordinance development standards of the underlying zoning district (e.g., height, floor area ratio, setbacks, lot coverage, parking, open space, etc.). [Source: 18.20.085.A.3.a.i, modified]
ii. Common Aarea. Four square feet of common area per living unit shall be provided, with at least 200 square feet in area of interior common space, excluding janitorial storage, laundry facilities, and common hallways. [Source: 18.20.085.A.3.a.ii, modified]
iii. Laundry Ffacilities. Laundry facilities must be provided in a separate room at the ratio of one washer and one dryer for every 20 units or fractional number thereof, with at least one washer and dryer per floor. [Source: 18.20.085.A.3.a.iii, modified]
iv. Cleaning Ssupply Rroom. A cleaning supply room or utility closet with that includes a wash tub with hot and cold running water shall be provided on each floor of the SRO facility. [Source: 18.20.085.A.3.a.iv, modified]
b. Single-Rroom Ooccupancy Uunits. The following standards apply to individual SRO units. [Source: 18.20.085.A.3.b, modified]
i. Unit Ssize. An SRO unit shall have a minimum size of 150 square feet and a maximum size of 400 square feet. The average SRO unit size within an SRO facility shall not exceed 275 square feet. [Source:
18.20.085.A.3.b.i]
ii. Occupancy. An SRO unit shall accommodate a maximum of two persons. [Source: 18.20.085.A.3.b.ii]
iii. Bathroom Facilities. An SRO unit may, but is not required to, but may, contain partial or full bathroom facilities. A partial bathroom facility
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63 shall have include at least a toilet and sink.; Aa full facility shall have include a toilet, sink, and bathtub, shower, or bathtub/shower combination. If a full bathroom facility is not provided in-unit, common bathroom facilities shall be provided in accordance with the California Building Code for congregate residences with at least one full bathroom per floor. [Source: 18.20.085.A.3.b.iii, modified] iv. Kitchen. An SRO unit may, but is not required to, but may, contain partial or full kitchen facilities. A full kitchen includes a sink, a refrigerator, and a stove, range top, or oven. A partial kitchen is missing at least one of these appliances. If a full kitchen is not provided in-unit, common kitchen facilities shall be provided with at least one full kitchen per floor. [Source: 18.20.085.A.3.b.iv, modified] v. Closet. Each SRO unit shall have a separate closet. [Source: