RESOLUTION NO. 2023-016
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVE THE AWARD OF A PROFESSIONAL SERVICES
AGREEMENT WITH NEXT PRACTICE PARTNERS, LLC
TO PREPARE THE CITY OF SAN BERNARDINO PARKS
MASTER PLAN IN THE AMOUNT OF $997,400;
AUTHORIZE THE AGENCY DIRECTOR OF
ADMINISTRATIVE SERVICES TO AMEND THE BUDGET
AND APPROPRIATE FUNDING FROM FY 2023/24
CAPITAL IMPROVEMENT PLAN, IN THE AMOUNT OF
$750,000 THROUGH MEASURE S FUND TO THE FY 2022/23
CAPITAL IMPROVEMENT PLAN TO COMPLETE THE
PROJECT; AND AUTHORIZE THE CITY MANAGER OR
DESIGNEE TO SIGN AND EXECUTE THE AGREEMENT.
WHEREAS, The City of San Bernardino is an incredibly diverse community that houses various backgrounds and cultures and
WHEREAS, The City’s parks, recreation and community services is truly the force that can unite and bring community together; and
WHEREAS, To continue to offer services that better serve and continue to engage the community of San Bernardino, the city in dire need of a Park Masterplan.; and WHEREAS, The last City of San Bernardino Park Master Plan was prepared in 2008 and was deemed to be absolute; this plan did not meet the city and resident’s needs; and WHEREAS, On September 15, 2022, Public Works requested proposals to provide Professional Services for City of San Bernardino Park Master Plan. Two (2) responses to the RFP were received on October 20, 2022, by the following firms: Next Practice Partners, LLC and RJM Design Group; and
WHEREAS, Next Practice Partners, LLC, has extensive experience with park master planning and park development projects. Some of their nearby projects include the City of Carlsbad Park Master Plan, City of Freemont Park Master Plan, City of Chino Park Mater Plan, and City of Temple City Parks and Open Space Master Plan; and WHEREAS, The estimated preparation for the City of San Bernardino Park Master Plan costs is $997,400.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this reference.
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Resolution No. 2023-016
Resolution No. 2023-016
January 18, 2023
SECTION 2. Approve the award of a Professional Services Agreement with Next Practice Partners, LLC to prepare the City of San Bernardino Parks Master Plan in the amount of $997,400.
SECTION 3. The Agency Director of Administrative Services is hereby authorized to amend the budget and appropriate funding from the FY 2023/24 CIP budget in the amount of $750,000 through Measure S Fund to the FY 2022/23 CIP budget for a total of $1,100,000 to complete the Project.
SECTION 4. The City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
SECTION 5. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 6. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ___ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-016
Resolution No. 2023-016
January 18, 2023
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. 2022-___, adopted at a regular meeting held on the ___ day of _______ 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2023.
Genoveva Rocha, CMC, City Clerk
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1 PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND NEXT PRACTICE PARTNERS, LLC.
This Agreement is made and entered into as of January 18, 2023, by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and Next Practice Partners, LLC. with its principal place of business at 1950 East Greyhound Pass, Suite 121, Carmel, IN 46033 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.”
RECITALS
A. City is a public agency of the State of California and is in need of professional services for the following project:
City of San Bernardino Park Master Plan (hereinafter referred to as “the Project”).
B. Consultant is duly licensed and has the necessary qualifications to provide such services.
C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein.
NOW, THEREFORE, IT IS AGREED AS FOLLOWS:
AGREEMENT
1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference.
2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A”.
3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. Consultant further represents that no City employee will provide any services under this Agreement.
4. Compensation.
a. Subject to paragraph 4(b) below, the City shall pay for such services Packet Pg. 1388
2 in accordance with the Schedule of Charges set forth in Exhibit “A”.. b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $997,400.00. This amount is to cover all related costs, and the City will not pay any additional fees for printing expenses.
Consultant may submit invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction.
City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices.
5. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.
a. Adjustments. No retroactive price adjustments will be considered.
Additionally, no price increases will be permitted during the first year of this Agreement, unless agreed to by City and Consultant in writing.
6. Term. The term of this Agreement shall be from January 18, 2023 to December 30, 2024, unless earlier terminated as provided herein. Consultant shall complete the services within the term of this Agreement and shall meet any other established schedules and deadlines set forth in each individual Task Order issued by the City. All applicable indemnification provisions of this Agreement shall remain in effect following the termination of this Agreement.
7. Maintenance of Records; Audits.
a. Records of Consultant’s services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times for a period of four (4) years from the Effective Date.
b. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City.
8. Time of Performance. Consultant shall perform its services in a prompt and timely manner and shall commence performance upon receipt of written notice from the City to proceed. Consultant shall complete the services required hereunder within Term.
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3 9. Delays in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects the Consultant’s performance and is one or more of the following: (1) Acts of God or other natural disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); and (4) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety. b. Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Delays shall not entitle Consultant to any additional compensation regardless of the Party responsible for the delay.
c. Notwithstanding the foregoing, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.
10. Compliance with Law.
a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements.
b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies.
c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement.
11. Standard of Care. Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. Consultant’s performance shall conform in all material respects to the requirements of the Scope of Work.
12. Conflicts of Interest. During the term of this Agreement, Consultant shall at all times maintain a duty of loyalty and a fiduciary duty to the City and shall not accept Packet Pg. 1390
4 payment from or employment with any person or entity which will constitute a conflict of interest with the City.
13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business.
14. Assignment and Subconsultant. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.
15. Independent Consultant. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. Any personnel performing the work governed by this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance under this Agreement and as required by law.
Consultant shall be responsible for all reports and obligations respecting such personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, and workers’ compensation insurance.
16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Additional Insured
The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability
(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies Packet Pg. 1391
5 acceptable to the City.
(ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:
Insurance Services Office Commercial General Liability
coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX)
exclusion deleted
(7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage
(9) Independent Consultants Coverage
(iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement.
(v) The policy shall give City, its elected and appointed officials, officers, employees, agents, and City-designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage.
(vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured.
c. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto).
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6 (iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability
(i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. e. Professional Liability (Errors and Omissions)
At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Privacy/Network Security (Cyber)
At all times during the performance of the work under this Agreement, the Consultant shall maintain privacy/network security insurance for: (1) privacy breaches, (2) system breaches, (3) denial or loss of service, and the (4) introduction, implantation or spread of malicious software code, in a form and with insurance companies acceptable to the City.
g. Minimum Policy Limits Required
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7 (i) The following insurance limits are required for the Agreement:
Combined Single Limit
Commercial General Liability $2,000,000 per occurrence/$4,000,000 aggregate for bodily injury, personal
injury, and property damage
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage
Employer’s Liability $1,000,000 per occurrence
Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
Cyber Liability $1,000,000 per occurrence and
aggregate
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement.
h. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. i. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver Packet Pg. 1394
8 renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. j. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or
companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
k. Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities Packet Pg. 1395
9 and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. l. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.
17. Indemnification.
a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all damages, expert witness fees, attorneys’ fees and other related costs and expenses. This indemnification clause excludes Claims arising from the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. Consultant’s indemnification obligation shall survive the expiration or earlier termination of this Agreement. b. If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code Packet Pg. 1396
10 section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to the extent which the Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant in the performance of the services or this Agreement, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subcontractors to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1).
If the Services are being performed as part of an applicable “public works” or “maintenance” project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such Services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. This Project may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements.
19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.
20. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California.
21. Termination or Abandonment
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11 a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days’ written notice to Consultant.
In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work.
b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant.
22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement.
23. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City’s representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant’s professional services occurs, Consultant shall, at no cost to City, provide all other services necessary to rectify and correct the matter to the sole satisfaction of the City and to participate in any meeting required with regard to the correction.
24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect.
25. Costs. Each Party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
26. Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become Packet Pg. 1398
12 the property of the City.
27. Organization. Consultant shall assign Neelay Bhatt as Project Manager.
The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.
28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above.
29. Notice. Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to the following addresses and shall be effective upon receipt thereof:
CITY:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Manager
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
CONSULTANT:
Next Practice Partners, LLC.
1950 East Greyhound Pass, Suite 121
Carmel, IN 46033
30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.
31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
32. Entire Agreement. This Agreement, including Exhibit “A,” represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises, or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This is an integrated Agreement.
33. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such Packet Pg. 1399
13 determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance, and the remaining provisions of this Agreement shall remain in full force and effect.
34. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.
35. Non-Waiver. The delay or failure of either Party at any time to require performance or compliance by the other Party of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. The waiver of any right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
36. Time of Essence. Time is of the essence for each and every provision of this Agreement.
37. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain, or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement.
39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.
40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
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14 41. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one single Agreement.
42. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement.
43. Electronic Signature. Each Party acknowledges and agrees that this Agreement may be executed by electronic or digital signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature.
[SIGNATURES ON FOLLOWING PAGE]
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15 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND Q3 CONSULTING
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF SAN BERNARDINO
APPROVED BY:
City Manager
ATTESTED BY:
Genoveva Rocha, CMC
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
CONSULTANT
Signature
Name
Title
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16 EXHIBIT A
[***ATTACH OR INSERT: Scope of Services / Schedule of Charges and Payments / Activity Schedule***]
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17 Packet Pg. 1404
October 2022
City of San
Bernardino Parks
Master Plan Proposal
Next Practice Partners, LLC.
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1 Table of Contents
CHAPTER ONE – COVER LETTER ............................................................................................... 2 CHAPTER TWO – DESCRIPTION OF COMPANY AND QUALIFICATIONS ..................... 4 WHO WE ARE ............................................................................................................................................................................................................ 4 WHAT WE DO ............................................................................................................................................................................................................ 4 OUR HISTORY ............................................................................................................................................................................................................ 5 OUR TEAM ................................................................................................................................................................................................................... 5 AVAILABILITY OF STAFF ......................................................................................................................................................................................12 CHAPTER THREE - SUB-CONSULTANTS USED .................................................................... 13 RHA LANDSCAPE ARCHITECTS-PLANNERS INC. ....................................................................................................................................13 BOA ARCHITECTURE ............................................................................................................................................................................................ 14 AQUATIC DESIGN GROUP ...................................................................................................................................................................................15 ETC INSTITUTE ......................................................................................................................................................................................................... 16 MERGE DIVERSE ABILITIES INCLUSION CONSULTING ........................................................................................................................ 17 HISPANIC / LATINO COMMUNITY OUTREACH ......................................................................................................................................... 17 NATIVE AMERICAN RESOURCE CENTER .................................................................................................................................................... 17 CHAPTER FOUR - STATEMENT OF LOCAL PREFERENCE ELIGIBILITY ......................... 18 CHAPTER FIVE – EXPERIENCE ON SIMILAR PROJECTS .................................................... 19 CITY OF CARLSBAD, CALIFORNIA .................................................................................................................................................................. 19 CITY OF FREMONT, CALIFORNIA ................................................................................................................................................................... 20 BROWARD COUNTY, FLORIDA ........................................................................................................................................................................21 CITY OF ROCKVILLE, MARYLAND ................................................................................................................................................................... 22 CITY OF CHINO, CALIFORNIA ........................................................................................................................................................................... 23 CITY OF TEMPLE CITY, CALIFORNIA............................................................................................................................................................. 24 CHAPTER SIX – DESCRIPTION OF PROPOSED METHODS AND REPORT ................... 25 WHAT YOU WANT ................................................................................................................................................................................................. 25 HOW WILL WE DELIVER ................................................................................................................................................................................... 26 PHASE 1: DISCOVER (WHAT-IS) ...................................................................................................................................................................... 26 PHASE 2: ENVISION (WHAT’S NEXT) ............................................................................................................................................................ 30 PHASE 3: DEVELOP (FUTURE ROADMAP) ................................................................................................................................................... 36 CHAPTER SEVEN TIMELINE ....................................................................................................... 39 Packet Pg. 1406
2 CHAPTER ONE – COVER LETTER
To,
City of San Bernardino,
Public Works Department,
Engineering Division.
Attn: Alex Qishta, DDPW / City Engineer
Ref: Parks Master Plan RFP Response
San Bernardino’s History and Culture
The City of San
Bernardino is an
incredibly diverse
community in its people
and its offerings. With
your range of offerings
including 30+ parks,
greenways and trails,
recreation centers,
soccer complexes,
senior services, and
cemeteries, you truly
have a richness of
culture and heritage.
The presence of a
higher than national
average Hispanic /
Latino and Native
American population,
numerous veterans and
thousands of students
through Cal State San
Bernardino can created
a melting pot of
backgrounds and cultures and one that parks, recreation and community services can truly unite and bring together.
In addition, the ongoing SanBernardino2050 Plan and your emergence out of decade long bankruptcy are momentous steps in moving the city forward. This Parks Master Plan will further rejuvenate the City and its people so they can all have access to the quality of life they truly deserve.
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Proposal
Parks Masterplan
3 Our Experience
We are excited to submit our proposal to partner with the City on this transformational project.
At Next Practice Partners, we have a vision to build a more inclusive and innovative world for all and we have assembled a team that shares our values and our mission.
Our team, led by yours truly, has experience with 150+ Park System Master, Strategic and Business Plans from Anchorage, AK to Allentown, PA and extensive experience in California, specifically Southern California. Our team members have lived and grown up in California and are multicultural and multilingual, including Spanish, Hindi and American Sign Language. Our experiences range from companies such as Disney and Target to national gold medal and award-winning park agencies such as Broward County, FL, Carmel-Clay, IN, Carlsbad, CA, Durango, CO, Gurnee Park District, IL among others.
Our Team
We have assembled a team of experts who are local and national. RHA Landscape ArchitectsPlanners in Riverside, CA, Aquatics Design Group in Carlsbad and BOA Architects in Long Beach, are our local partners while national statistically valid survey experts, ETC Institute are in Kansas and national inclusion experts MERGE Diverse Abilities Inclusion Consulting are in Massachusetts.
This helps us provide the best of local, regional and national expertise to this critical project.
Our Approach
Our entire team is committed to ensuring our approach is the most inclusive planning process for a Parks Master Plan so that everyone in San Bernardino who wishes to participate has a chance to share their vision for the future.
With a combination of existing team members, your staff, and the community leaders, we will craft an approach that meets people where they are and incorporates cutting edge technology and innovative practices in this process.
We look forward to hearing from you and welcome an opportunity to further share our approach to build this critical piece of the City’s future and provide the diverse community hope and a sense of optimism to look forward to.
Gratefully,
Neelay Bhatt
Founder and CEO
Next Practice Partners, LLC.
Email: [email protected] / Web: www.BeNextPractice.com Cell: 740 591 0225
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4 CHAPTER TWO – DESCRIPTION OF
COMPANY AND QUALIFICATIONS
WHO WE ARE
Next Practice Partners, LLC. is a team
committed to building a more inclusive and
innovative future for all through planning,
training, and technology services.
WHAT WE DO
Master Planning + Strategic Planning+
Business Planning
We believe innovation is not a by-product, but
the very essence of a planning process.
We also ensure that inclusion is not optional
but an integral part of our approach.
This combination of innovation and inclusion
fuels our approach to Master Planning,
Strategic Planning, and Business Planning.
We are committed to helping users see their
values and unmet needs reflected in the plans and developing plans that aren’t just pretty pictures (that are unrealistic) but rather living documents that are financially and environmentally sustainable.
Our team’s background with CAPRA visitors, fluency in 6 languages, and our proprietary digital technologies help us provide the most inclusive community engagement possible. In addition, we center empathy and equity at the core of our process through our focus on listening, storytelling, and the user experience.
Your plans will benefit from our experience on 150+ plans from Anchorage, Alaska to Allentown, Pennsylvania so that your roadmap for the future balances strategic goals and human capital along with infrastructure priorities and political realities.
OUR VISION
A more inclusive and innovative
future for all
OUR MISSION
To help communities prepare for
what's next
OUR VALUES
INCLUSION + INNOVATION +
INFORMATION = INSPIRATION
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5 OUR HISTORY
The Company is newly founded in July 2022 and is headquartered in Carmel, Indiana. Our project team members have close to 100 years of experience in the parks, recreation, and sports industries in addition to working with national Gold Medal agencies. The staff profiled on the following pages will be directly involved in this Master Plan. The Founder & CEO has been a national leader in the parks and recreation industry space having served on the Board of the National Recreation and Park Association, spoken at multiple national conferences and even keynoted the California Recreation and Park Society conference and consulted with parks and recreation / community services agencies all over California and nationwide.
OUR TEAM
NEELAY BHATT
Founder & CEO
Education
Exec. Education / 2018 / Sr. Executives in State and Local Government / Harvard University MSA 2005 / Masters in Sports Administration / Ohio University MBA / 2004 / Masters in Business Administration / Ohio University PG / 2003 / Post Graduate Diploma in Advertising & Public Relations / University of Mumbai BA/2002/Psychology and Economics / University of Mumbai Mr. Bhatt’s career on five continents includes Disney, The Super Bowl, The Olympics, and years of consulting, public speaking, and training. He champions “Ideas Worth Spreading” as the curator for TEDxCollegePark, TEDxIndianapolis, and TEDxIndianapolisWomen, and his service as a trustee for the National Recreation and Park Association sought to ensure “no child was left indoors.” As the Founder & CEO of Next Practice Partners, he combines inclusion and innovation to help agencies prepare for “what’s next” through planning, training, and technology solutions. Over his 25-year journey, he has developed business and operations plans for Los Angeles County serving 12 million people, trained Olympic Governing bodies, and co-created the world’s largest municipal customer service and leadership training initiative for Chicago Park District’s 3000 employees.
His Master and Strategic planning work with Atlanta, Broward County, Charlotte-Mecklenburg County, Indianapolis, Las Vegas, and San Diego, among others have recommended facility development and infrastructure improvements totaling over $2.5 billion, shaping a more equitable and accessible future for all. In addition, he has extensively worked all over California including City of San Diego, City of Carlsbad, City of San Clemente, Los Angeles County, Riverside County, Packet Pg. 1410
6 City of Chino, City of Pasadena, Temple City, City of San José, City of Fremont, City of Gilroy and many others.
As a first-generation immigrant raised by three women and a father who always showed up, he hopes to model the same for his two kids. These life experiences are woven into his keynotes on next practices and trends, the art of storytelling, and magical customer service, and have inspired executives, professionals, startups, and students from Charlotte to China and from Switzerland to New Zealand.
JASON ELISSALDE
Senior Project Manager
Education
BA/2001/Communication and Media Studies/ Cal State University, Sacramento Mr. Elissalde has 25 years of experience in training, development, and management both in the private and public sectors. Within his work in the public sector with organizations such as Enterprise Rent-A-Car, and Target; Jason would lead multiple teams and processes; receiving awards and commendations for his work in customer service, operational excellence, data analytics, and fiscal growth.
He would finally find his “Why” in his seven-plus years at Willamalane Park and Recreation District, where he was a key part of their National Gold Medal-winning team and take the lead in their, now, successful CAPRA accreditation process. He championed the District’s workplace culture, with a focus on staff development and a “mission” focused approach to problem-solving, goal setting, and personal accountability.
A consultant, a CAPRA accreditation visitor, and a passionate Disney fan (ask him about his Tinker Bell story someday) committed to being an ally for those not in the room, he routinely speaks nationally on workplace culture, change management, purpose-driven leadership, and the importance of developing an emotional connection to the work we do and the communities we serve.
ESTRELLA SAINBURG
Project Associate – Hispanic / Latino Outreach Lead
Education
MS 2023 (May)/ City / Urban, Community and Regional Planning, UT Austin BA/2016/Development Studies, minor Global Poverty and Practice, UC Berkeley Ms. Sainburg focuses on bringing about stronger communities and relationships with our natural environment through park and recreation planning. She is expected to graduate with her Masters in Community and Regional Planning at the University of Texas at Austin in 2023 and has earned her Bachelor of Arts in Development Studies with a minor in Global Poverty and Practice at UC Berkeley while also spending time in Chile at Pontificia Universidad Católica de Chile.
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7 Ms. Sainburg has experience in public service, organizational leadership, project management, community engagement, and strategic planning and is a native Spanish speaker from her Mexican American heritage.
Originally from Los Angeles, California, Estrella grew up at the foothills of the Angels Crest National Forest and is passionate about bridging the gap in access to nature and recreation for underserved communities.
When she’s not studying or researching, she is enjoying the beautiful outdoors, visiting family, or exploring parks in different cities. She enjoys biking, dancing, reading, and hanging out with her nieces and nephews.
RYAN MALISZEWSKI,
Project Consultant – ASL Meeting Facilitator / Deaf Community Outreach Lead Education
BS/2001/Business Administration and Management/ University of Arizona Mr. Maliszewski partners with passionate leaders and visionaries to apply universal design and strategy to solve complex organizational challenges and promote inclusive & accessible workspaces.
Previously, he was the Chief Executive Officer of a Deaf-led Neapolitan pizzeria responsible for scaling the business across multiple locations and Director of Innovation & Entrepreneurship at Gallaudet University which is the only liberal arts university for the Deaf in the world. He also served as an Executive Strategy and Technology Advisor for the Federal Bureau of Investigation (FBI). Mr. Maliszewski has long been a serial entrepreneur within the accessibility and inclusion space and is involved with the local community where he provides strategic planning support to several disability-focused organizations and currently sits on the Washington DC Mayor’s Innovation & Technology Inclusion Council.
He recently spoke at TEDxCollegePark at the University of Maryland about tapping into the power of “DeafGain” highlighting how Deaf people navigate through life not built for them, yet they constantly adapt, problem solve, and innovate, often reinventing technology and discovering new resources with universal appeal.
View his TEDx talk here: Gaining New Perspectives: Leadership Lessons from a Deaf CEO https://www.youtube.com/watch?v=J-oiEapn7og
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8 DOUG GROVE, RLA, ASLA LEED AP
RHA Landscape Architects-Planners President
Education
BS/1985/Landscape Architecture/ Cal State Polytechnic University, Pomona
Active Registration
1987/Landscape Architect/2799/State of California
LEED Accredited Professional – United States Green Building Council (USGBC)
Mr. Grove is a Principal Landscape Architect and LEED Accredited Professional with RHA LANDSCAPE ARCHITECTS-PLANNERS, INC.
He graduated from California State Polytechnic University, Pomona in 1985 and holds a Bachelor of Science degree in Landscape Architecture. He has more than twenty-eight years of experience as a professional Landscape Architect. He brings to the firm a wide range of experience in the public works sector having been personally involved in the design and project management of hundreds of park projects as well as housing development, streetscape, institutional and commercial projects.
Mr. Grove serves on the California Park and Recreation Society (CPRS) State Board of Directors as Vice President and on the CPRS District 11 Board of Directors as the Administrators Section Representative. He is a past President of the CPRS State Development and Operations Section.
He is on the Board of Directors for the Building Industry Association (BIA) Riverside County and is on the Board of Directors for the California Turf and Landscape Foundation at the University of California, Riverside. He is a past Board Member for the United States Green Building Council Inland Empire (USGBC-IE).
LAUREN MCHUGH, RLA
RHA Landscape Architects-Planners Inc. Project Architect Education
BS/2006/Landscape Architecture/ Cal State Polytechnic University, Pomona
Active Registration
2009/Landscape Architect/5578/State of California
Ms. McHugh is a Project Architect with RHA Landscape ArchitectsPlanners, Inc. She graduated from California State Polytechnic University, Pomona, and holds a Bachelor of Science degree in Landscape Architecture. She has more than 15 years of landscape design and computer-aided graphic design experience. Her experience has included the design of projects from preliminary phases to construction documents. She has been responsible for design development, project coordination, and project approval. She possesses computer design skills that allow for multimedia presentations and computer rendering. Ms. McHugh’s experience includes developing plans for parks, streetscapes, schools, housing and commercial properties.
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9 EDWARD LOC NG
BOA Architects, Principal / Director of Design
Education
Bachelor of Architecture, University of Hawaii, 1981
Professional Registration
Licensed Architect, C-16840, State of California, 1986 LEED Accredited Professional, 2009
Disabled Access Appeals Board, City of Long Beach, since 1989 Certified Access Review Board and Design Review Board City of Downey, since 1992
Completed Accessibility Surveyor Training for State Leased Buildings and Facilities State of California, since 2003 Mr. Ng has been a member of BOA since 1982 and is currently their Principal and Director of Design, Mr. Ng has over 38 years of experience in all phases of the design process. He has personally designed and managed over 500 municipal facility projects, 400 ADA compliance projects, and completed design work for over 50 park facilities for local cities. He has been the Project Manager and Designer for numerous projects within civic/public buildings, the Parks and Recreation facilities, city hall, Fire Station facilities, Police facilities, and ADA retrofit/transition plan projects.
This experience coupled with Mr. Ng’s dedication and commitment to sustainability and design excellence has led to numerous honors and repeat clients for BOA. Finally, Mr. Ng has personally designed numerous parks and recreation facilities and public parks, including the Cities of: Carson, Bellflower, Cypress, Hawthorne, Irvine, Huntington Beach, Torrance, Tustin, State of California, and many others.
Mr. Ng and BOA are currently working in San Bernardino on the community center renovation at Nicholson Park and they have performed work on several other projects in the city as well.
A certified plan review consultant to California’s Division of the State Architect, Mr. Lok Ng has completed DSA-sponsored training as an Access Compliance Plan Reviewer and Accessibility Surveyor. As a member of the City of Long Beach Disabled Access Appeals Board since 1994 and the Design Review Board for the City of Downey since 1989, he has reviewed applications and appeals for a broad range of commercial and municipal design projects. He is also LEED, AP Certified and has designed several LEED Certified projects, which will be a great asset for the sustainability design.
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10 JUSTIN CARON
Aquatic Design Group, Principal / CEO
Education
MBA/2009/ Capella University
BA/2003/Bachelor of Arts/Auburn University
Professional Affiliations
California Parks & Recreation Society
Certified Aquatic Facility Operator (AFO)
National Recreation & Park Association / USA Swimming
World Waterpark Association Innovation & Technology Committee Mr. Caron has spent much of his life in and around pools. He was a six- time All American and two-time captain for Auburn University’s swim team, which won four SEC titles and one national championship title while he was there. He has also coached at elite camps around the country and spends most of his free time now in the pool with his two young children.
His unique combination of passion for swimming and technical knowledge enables him to relate to all members during the design process. Mr. Caron is responsible for project management, programming, planning, business development, and communication between the Client, other design professionals, and Aquatic Design Group.
Similar Project Experience (partial list)
Adventure Park Wet Play Addition, Visalia, CA
Alga Norte Community Park, Carlsbad, CA
Apple Campus Spas, Cupertino, CA
Brooks Street Pool Assessment, Oceanside, CA
City Heights Pool Renovation, San Diego, CA
DryTown Waterpark Renovation, Palmdale, CA
East Oakland Sports Center, Oakland, CA
El Cariso Pool Renovation, Los Angeles, CA
El Corazon Aquatic Center, Oceanside, CA
Grape Day Park Master Plan Study, Escondido, CA
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11 LISA DRENNAN, FOUNDER
MERGE Diverse Abilities Inclusion Consulting
Education
BS/1988/Psychology/Early Childhood Education/Saint Michael’s College, Vermont
Ms. Drennan has a 38-year career advocating for individuals with disabilities to be active and meaningfully engaged members of society through supporting community entities to enhance their disability inclusion initiatives, resulting in greater accessibility, purpose and belonging.
At New England Village in Pembroke, MA, a residential community for adults with developmental disabilities, she gained experience as a direct support worker, then climbed the ranks and expanded her journey to be named the Director of the Sollar Wellness Center, helping to design and open a first-of-its-kind building offering aquatics, fitness, music, art, and education specifically designed to meet the needs of persons with disabilities.
In 2014, she joined the South Shore YMCA as the first-ever Association Director of Inclusion.
Through innovative program development, creation and execution of comprehensive staff training and building community partnerships, she was recognized as a leader in the field of social and recreational inclusion for persons with diverse abilities. Lisa was appointed as the National Chairperson of the Y-USA’s Diverse Abilities Working Group providing a platform of learning and sharing of best practices for Y’s across the country. In 2018 Lisa started MERGE, where she provides comprehensive consultation, staff training and systems implementation to community entities committed to disability inclusion, access and belonging.
Ms. Drennan lives with her family in Pembroke, Massachusetts and is an avid fitness enthusiast who enjoys outdoor adventure activities (especially when she brings her grand-puppy Lucy along).
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12 AVAILABILITY OF STAFF
The following table represents staff availability based on our current understanding of the project.
This will be finalized based on the City’s needs should we be chosen to work on this project.
Staff Role % of Time Available
on this project
Neelay Bhatt Principal Consultant and Project Manager 65% Jason Elissalde Asst. Project Manager 60%
Estrella Sainburg Project Consultant – Hispanic Outreach Lead 50% Doug Grove Local Support and Site Assessment Lead 35%
Lauren McHugh Planning and Site Assessment Consultant 35% Lisa Drennan Inclusion Assessment Lead 15%
Ryan Maliszewski ASL Meeting Lead + Deaf Community Outreach 10% Edward Loc Ng Architect - Facility Assessment Lead 10%
Justin Caron Aquatics – Pool Assessment Lead 5%
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13 CHAPTER THREE - SUB-CONSULTANTS
USED
RHA LANDSCAPE ARCHITECTS-PLANNERS INC.
RHA is headed by two principals: Doug Grove, RLA, ASLA, LEED AP, the firm's president, and Greg Meek, RLA, CPSC. We use a "team" approach under the direction of the firm's principals and its associates. The staff of eight people includes four licensed landscape architects as well as support designers.
Established in 1979, RHA Landscape Architects-Planners, Inc. offers a wide range of landscape architectural and planning services to assist public agencies and private developers in the design of variety of public spaces and facilities including but not limited to:
• Parks and Recreation Master Plans
• Regional, Community, and Neighborhood Parks
• Government Centers
• Public Office Buildings and Administration Facilities • Preservation of Natural and Historic sites
RHA has completed hundreds of parks and recreation planning projects in California over the last 42 years.
System-wide Master Plans include:
• Parks, Trails, & Open Space Master Plan City of Benicia • Parks & Facilities Master Plan City of Chino
• Park & Recreation Master Plan City of Carlsbad
• Park, Facilities & Recreation MP Pleasant Hill Rec. & Park District • Park & Recreation Master Plan City of San Clemente
• Parks & Recreation Master Plan City of Cathedral City • Park and Open Space Master Plan City of Temple City
• Needs Assessment and Action Plan City of Carlsbad
• Needs Assessment/Park and Recreation Master Plan Town of Ladera Ranch • Pico Rivera Golf Course Master Plan City of Pico Rivera • Park & Recreation Master Plan City of San Jacinto
• California Citrus State Historic Park General Plan City of Riverside/State of California • Ten Year Master Plan of Parks & Recreation Rim of the World RPD Partnership: The Next Practice Partners team members and RHA have teamed on more than 10 similar parks and recreation projects, as has RHA with BOA and Aquatic Design Group. .
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14 BOA ARCHITECTURE
Located in West Long Beach, BOA has been in continuous
business for 60 years, with a competitive advantage in
Public Works architectural modernization projects
including: building additions, renovation/retrofit, tenant improvements (TI); façade improvement projects, and building systems modernization. Although they have completed new construction projects, this is their industry niche and competitive advantage. They have completed over 2,000 Public Works architectural projects for over 80 local public entities. They have unique expertise in Parks/Recreation Facilities, Fire Stations, Security-Workplace Safety Improvements, Community Centers, ADA Compliance, and Civic Center Facilities.
Their staff expertise and production systems are geared for these types of architectural modernization and often “messy” renovation projects. They have completed the design of over 500 Parks/Recreation projects, over 60 Community Centers, over 70 fire stations, 20 libraries, over 400 ADA Compliance renovation projects, and 20 civic center renovation projects. BOA is currently working on the community center renovation at Nicholson Park in San Bernardino and currently has an on-call contract with the City.
Relevant projects include:
Nicholson Park Community Center, San Bernardino, CA
Wilmington Senior/Multi-Purpose Center at Banning Park, Los Angeles, Wilmington, CA Bartlett Senior Center, Torrance, CA
Bellflower Indoor Pool & Locker Room Renovation, Bellflower, CA Jesse Owens Indoor Swimming Pool Facility, Los Angeles, CA LA COUNTY ISD, Deferred Maintenance Program, Los Angeles County, CA As-Needed Citywide ADA Facilities Compliance, Long Beach, CA Pasadena Villa Parke Community Pool Deck & Equipment Replacement, Pasadena, CA ADA Transition Plan, Santa Maria, CA
Warner Grand Theater Facilities Historic Assessment & ADA Compliance, Los Angeles, CA Packet Pg. 1419
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15 AQUATIC DESIGN GROUP
For more than 37 years, Aquatic Design Group has set the standard for quality design and consulting services within the aquatics industry. They have been responsible for the design and processing of over 3,000 projects in 43 states and 25 countries around the world.
The firm is focused on swimming pool and water feature architectural, structural, mechanical, and electrical design services within the following market segments: parks and recreation, high schools, higher education, hospitality, health care, and anything else that might call for an aquatics specialist. They specialize in all types of water including competition, recreation, leisure, therapy, and ornamental and natural water features.
Relevant projects include:
Alga Norte Community Park, Carlsbad, CA
Antelope Aquatics Complex, Antelope, CA
Arcadia Park Pool, Arcadia, CA
Balboa Park Pool Renovation, San Francisco, CA
Belmont Plaza Pool Facility Assessment, Long
Beach, CA
Belvedere Community Park Pool, Los Angeles,
CA
Charter Swim Complex Olympic Time Trail Pool,
Long Beach, CA
East Oakland Sports Center, Oakland, CA
Fontana Park Aquatic Center, Fontana, CA
Garvey Park Splash Zone Replacement,
Rosemead, CA
Hamilton Pool Renovation, Novato, CA
Hart Park Pool Renovation, Orange, CA
Hartnell College Competition Pool Renovation,
Salinas, CA
Jurupa Valley Aquatic Center “The Cove”, Riverside, CA Lincoln Village Pool Replaster, Rancho Cordova, CA
Memorial Park Pool, San Diego, CA
Mike Shellito Indoor Pool Splashpad, Roseville, CA
Perris Valley Aquatic Center “DropZone”, Perris, CA
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16 ETC INSTITUTE
ETC Institute is a 102-person market research firm that specializes in the design and administration of market
research for governmental organizations. Our major areas of emphasis include citizen satisfaction surveys, park and recreation surveys, community planning surveys, business surveys, transportation surveys, employee
surveys, voter opinion surveys, focus groups, and
stakeholder interviews. Since 1982, ETC Institute
has completed research projects for
organizations in 49 states. ETC Institute has
designed and administered more than 3,500
statistically valid surveys and our team of
professional researchers has moderated more
than 1,000 focus groups and 2,000 stakeholder
meetings.
During the past five years alone, ETC Institute has
administered surveys in more than 700 cities and
counties across the United States. ETC Institute
has conducted research for more major U.S. cities
and counties than any other firm.
Core services of the firm involve conducting
statistically valid surveys and related market
research. ETC Institute has conducted more than
600 surveys for parks and recreation systems in
46 states across the country for a wide variety of projects including parks and recreation master plans, strategic plans and feasibility studies.
Established in 1992, the principals and associates of ETC Institute helped secure funding for more than $2 billion of parks and recreation projects.
Partnership: The Next Practice Partners team members and ETC Institute have teamed on more than 100 similar parks and recreation projects.
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17 MERGE DIVERSE ABILITIES INCLUSION CONSULTING
MERGE understands and celebrates that people interact, learn, and experience the world around them differently. We build stronger communities together, with you, providing expert guidance on inclusion of persons with diverse abilities. Our consultative services are backed by decades of hands-on experience, to build organizational commitment and culture change.
Our services give community organizations the tools and confidence to ensure community members with diverse abilities are welcomed, engaged and supported to be successful in all aspects of your community, programs and offerings, while meaningfully participating alongside their peers without disabilities.
MERGE has recently worked with the Old Colony YMCA Association based in Southeast Massachusetts. Their Senior Executive team recognized the need for organizational change and commitment to disability inclusion to better serve their community and align with their mission to be “For ALL”. We worked together to bring forth a needs assessment and inclusion audit, identifying goals and implementation strategies to help them on their pathway toward inclusion.
Resources/Articles
www.mergeconsulting.org
Building Friendships Between Persons With and Without Disabilities Toolkit NRPA Article - Inclusive Recreation: A Pathway Toward Friendship Inclusion: It's Not Just The Right Thing To Do
Inclusive Sport Design Australia Blog
Partnership: The Next Practice Partners team members and Merge have been in contact since 2019.
HISPANIC / LATINO COMMUNITY OUTREACH
We recognize the critical importance of maximizing engagement with the Hispanic / Latino community. In addition, to our team members, we will collaborate with the City to identify appropriate stakeholders and groups such as the Inland Empire Hispanic Leadership Council, Latino Health Collaborative, Coalition of Inland Empire Latino Organizations (CIELO) and other neighborhood, faith-based groups to maximize outreach, education, and input collection for the Hispanic / Latino community.
NATIVE AMERICAN RESOURCE CENTER
The Next Practice Partners team has also had conversations with the Native American Resource Center. This center seeks to build a transformative society through deepening structured partnerships between Native American cultural lifeways and colonial societal models that are committed to reimagining their infrastructures by building relationships with Indigenous Peoples through political & cultural inclusivity.
If we are chosen to partner with the City on this project, we will identify ways to engage them and their connections to maximize outreach and ensure indigenous voices in San Bernardino are heard.
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18 CHAPTER FOUR - STATEMENT OF LOCAL
PREFERENCE ELIGIBILITY
We do not have an office or any employees in the City of San Bernardino.
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Proposal
Parks Masterplan
19 CHAPTER FIVE – EXPERIENCE ON SIMILAR
PROJECTS
Note: The Next Practice Partners team worked on these projects during their prior employment experience.
CITY OF CARLSBAD, CALIFORNIA
What: Parks and Recreation Master Plan, Park Master Plans and Feasibility Studies and Parks and Recreation Master Plan Update
Who: The Next Practice Partners team along with RHA and ETC Institute Scope:
Community Input (Focus Groups, Key Leadership
Meetings, Public Forums, Statistically reliable survey) Customized crowdsourcing project website
(www.carlsbadparksplan.com)
Demographic and Recreation Trends Analysis
Park and Facility Assessment / Recreation Program
Assessment
Internal Operational Assessment
Funding and Revenue Strategies
Level of Service Standards / GIS Mapping
Capital Improvement Plan and Priority Rankings
Detailed Strategic Action Plan
Duration: Multiple Plans from 2013 – Ongoing
Outcomes: Short term, midterm, and ongoing recommendations for day-to-day operational tactics and two signature “ideas”.
1. Development of dedicated pickleball courts, expansion of 3 Community Parks and a Senior Center; increase program participation and greater equity of access.
2. The Department became one of 5 agencies in California to obtain national accreditation through CAPRA (Council for Accreditation of Parks and Recreation Agencies).
3. Currently, the Next Practice Team is updating the 2021 Parks and Recreation Master Plan.
Website: http://carlsbadparksplan.com/pdf/carlsbad-parks-and-recreation-department-masterplan.pdf References: Mr. Kyle Lancaster, Parks & Recreation Director, 799 Pine Avenue, Carlsbad, CA 92008; (760) 434-2941; [email protected]
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20 CITY OF FREMONT, CALIFORNIA
What: Comprehensive Parks and Recreation Master Plan
Who: The Next Practice Partners team with WRT and ETC Institute Scope:
Community Input (Focus Groups, Key
Leadership Meetings, Virtual Public Forums)
Focus Group meeting in American Sign Language
Multilingual Statistically Valid Survey
o 5 languages
Online Surveys (English and Spanish)
Customized crowdsourcing project website
Community Input App
Demographic and Recreation Trends Analysis
Park and Facility Assessment
Recreation Program Assessment
Maintenance Management Plan
Funding and Revenue Strategies
Level of Service Standards
Equity Mapping
Capital Improvement Plan and Priority Rankings
CAPRA Submittal Review
Visioning and Strategic Action Plan
Duration: Dec 2019 – Mar 2022
Outcomes: First Master Plan in the 21st Century: unanimously adopted 7-0 by Council First ever stakeholder meeting held entirely in American Sign Language Statistically Valid Surveys in 5 languages; Built multi-lingual website and ADA accessible website
4. (Recommended) 10 min walk access to a park for all.
5. (Recommended) Build Multi-generational, multi-use recreation center(s).
6. (Recommended) Update existing park amenities and diversify funding sources.
7. (Recommended) Increased staffing / contract support for future levels of service Website: https://www.fremont.gov/government/departments/parks-planning-design/parkplanning/parks-master-plan References: Ms. Suzanne Wolf, Community Services Director; 3300 Capitol Avenue, Bldg B, Fremont, CA 94538; (408) 203 9203; [email protected];
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Proposal
Parks Masterplan
21 BROWARD COUNTY, FLORIDA
What: Parks and Recreation System Master Plan
Who: The Next Practice Partners team with Chen Moore, Barth & Associates and ETC Institute Scope:
Pop. 2 million / Home to Everglades National Park /
Large Hispanic and Caribbean population
Community Input (Focus Groups, Key Leadership
Meetings, Public Forums, Statistically valid and Online Survey)
Customized crowdsourcing project website
Demographic and Recreation Trends Analysis
Park and Facility Assessment
Recreation Program Assessment
Signature Park Series Development
Funding and Revenue Strategies
Level of Service Standards / Equity Mapping
Capital Improvement Plan and Priority Rankings
Visioning Workshop
Strategic Action Plan
Duration: November 2019 – May 2022
Outcomes: First ever system-wide Master Plan for the
gold-medal winning agency
1. (Recommended) Create a world class and truly
inclusive guest experience
2. (Recommended) Develop specialty parks and
signature elements unique to Broward County
(initial designs provided)
3. (Recommended) Ensure long-term financial sustainability with dedicated funding
4. (Recommended) Incorporate green initiatives, resilience, and environmental sustainability in all aspects of operations, especially return on investments
5. (Recommended) Pursue National (re)Accreditation and second Gold Medal Award.
Website: https://www.betterparksbetterbroward.com
References: Mr. Dan West, Parks & Recreation Director, 950 NW 38th Street, Oakland Park, FL 333009; (954) 826-2483; [email protected]
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22 CITY OF ROCKVILLE, MARYLAND
What: Recreation and Parks Strategic Plan
Who: The Next Practice Partners team with LPDA and ETC Institute Scope:
Community Input (Focus Groups, Key Leadership Meetings, Public Forums)
Statistically valid Survey
Online Survey
Customized ADA accessible crowdsourcing project website Demographic and Recreation Trends Analysis
Parks, Trails and Facility Assessment
Recreation Program and Senior Program Assessment
Marketing Plan
Internal Operations and Maintenance Assessment
Funding and Revenue Strategies
Level of Service Standards / GIS Mapping
Vision, Mission and Core Values
Capital Improvement Plan and Priority Rankings
Strategic Action Plan
Duration: – January 2019 – October 2020
Outcomes: Completed Strategic Plan through the pandemic; unanimous 5-0 adoption Established Department’s core values starting with Diversity, Equity and Inclusion Connected the Strategic Plan to the Arts and Culture Study and Senior Citizen Needs Assessment
1. (Recommended) Build a standalone branding identity for the Department
2. (Recommended) Design, develop and maximize use of RedGate Park (old golf course) as a regional destination
3. (Recommended) Redevelop King Farm Farmstead to add cultural offerings to historic amenities
4. (Recommended) Ensure equity of access for all offerings and evaluate adding multigenerational community facilities Website: http://rockourfuture.com/technical-reports.html References: Mr. Tim Chesnutt, Recreation and Parks Director, 111 Maryland Avenue #3, Rockville, MD 20850; (240) 314-8620; [email protected]
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Proposal
Parks Masterplan
23 CITY OF CHINO, CALIFORNIA
What: Parks and Facilities Master Plan
Who: The Next Practice Partners team with RHA, ETC Institute, and WLC Architects Scope:
Community Input (Focus Groups, Key Leadership Meetings, Public Forums, Statistically valid Survey)
Crowdsourcing Project Website
Demographic and Recreation Trends Analysis
Park and Facility Assessment
Recreation Program Assessment
Funding and Revenue Strategies
Level of Service Standards / GIS Mapping
Capital Improvement Plan and Priority Rankings
Visioning and Action Plan
Duration: 2019 – 2021
Outcomes:
Unanimous Council approval
Short term, midterm, and ongoing recommendations for improvements to existing parks and programs with full park assessments documented in GIS files
1. (Recommended) Dedicated marketing/branding support (including staff position)
2. (Recommended) Focus on long-term sustainability
3. (Recommended) Partner with the City to reenergize the Downtown area
4. (Recommended) Prioritize trail connectivity and increase equity of access
5. (Recommended) Upgrade existing facilities / amenities to enhance the user experience Website: https://chinocreatescommunity.com/technical-reports.html References: Ms. Linda Reich, City Manager; (909) 334-3491; [email protected] Ms. Silvia Avalos, Community Services Director; (909) 334-3434; [email protected] 13220 Central Avenue, Chino, C 91701
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24 CITY OF TEMPLE CITY, CALIFORNIA
What: Parks and Open Space Master Plan
Who: RHA with Next Practice Partners team member and ETC Institute Scope:
Community Input (Focus Groups / Key Leadership Meetings / Public Meetings) Intercept Surveys (in Mandarin Chinese)
Statistically valid Survey
Demographic and Recreation Trends Analysis
Park and Facility Assessment
Recreation Program Assessment
Funding and Revenue Strategies
Level of Service Standards / GIS Mapping
Capital Improvement Plan and Priority Rankings
Detailed Strategic Action Plan
Google Earth Interactive Map
Duration: 2013 - 2014
Outcomes:
First public engagement in Mandarin Chinese for the Master Plan Short term, midterm, and ongoing recommendations for improvements to existing parks and potential parcels to be acquired for to create additional park space References: Agency contact is no longer with the city (retired)
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Proposal
Parks Masterplan
25 CHAPTER SIX – DESCRIPTION OF
PROPOSED METHODS AND REPORT
WHAT YOU WANT
Outcomes
Trends
Staffing and
Funding Needs
Community
Priorities
Recommendations
Short, Mid, Long
Range Plan
Mission, Vision,
Values
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26 HOW WILL WE DELIVER
PHASE 1: DISCOVER (WHAT-IS)
6.1.1 FACILITATE THE MASTER PLAN PROCESS
Our team is committed to lead and partner with you on the entire plan process. We operate in a collaborative manner with ongoing communication and a transparent process. This will include:
1. Initial Kickoff Meeting
2. Bi-monthly project status meetings
3. Shared folders for collaborative work
4. Regular milestone presentations for key findings
5. Communication with Advisory Committee and Council / Commissions, as appropriate
6.1.2 COLLABORATE WITH ADVISORY COMMITTEE
Our team would be delighted to work with an Advisory Committee throughout the project. We will plan at least four (4) advisory committee meetings starting from the initial kick-off, interim findings, visioning and recommendations stages. We will collaborate with the city to ensure maximum participation in each stage of this process to ensure their input and buy-in for the plan.
6.1.3 REVIEW EXISTING DOCUMENTATION
We will review and familiarize ourselves with all background information and context provided by staff. This may include, but is not limited to the following:
• 2016 Parks, Recreation & Forestry Plan
• 2022-23 City of San Bernardino Capital Improvement Plan • 2020-25 City Council Goals
• Other relevant background information
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Proposal
Parks Masterplan
27 6.1.4 DEVELOP COMMUNITY OUTREACH / EDUCATION STRATEGY The Consulting Team will work with the City to develop a comprehensive approach that is inclusive and innovative to promote the Plan, increase awareness, obtain input and, thus, create community buy-in. We will assist the City with creative ideas for marketing strategies that staff can implement to maximize greater community awareness and engagement.
A. Public Engagement/Advocacy Strategy – The Consulting Team with our internal and partner outreach experts will collaborate with staff to develop a comprehensive, multilingual, in-person and digital outreach and advocacy plan. The goal will be to ensure a fully transparent process and one where we engage the community where they are to ensure anyone who wants to participate in the planning process has an opportunity to do so.
B. Project Storytelling – We believe in the power of storytelling and will help craft a brand identity and story for the Master Plan that the staff and community can advocate and support.
C. Develop Stakeholder List - Ensuring a representative stakeholder mix is critical to the plan process. We will work with the City to identify key stakeholders and user groups that should be involved in the process.
6.1.5 DEVELOP COMMUNITY DEMOGRAPHICS AND TRENDS
To develop a plan, it is essential to understand what the population and the trends for the future are. The Consulting Team will utilize the City of San Bernardino’s projections and supplement using US Census information and census tract data from Environmental Systems Research Institute, Inc. (ESRI), the largest research and development organization dedicated to Geographical Information Systems (GIS) and specializing in population projections and market trends.
This will help identify the demographic makeup of the population being served, their recreation preferences, future changes in the demographics and participation trends. Ultimately, these are foundational data sets to help the city plan for a future based on population shifts, and what recreation trends are occurring.
The analysis uses US 2020 Census information, 2023 (estimates) and future projections for characteristics including age, income, race / ethnicity, gender, health metrics etc.
The ESRI Information will be supplemented by Sports & Fitness Industry Association’s (SFIA) 2022 Study of Sports, Fitness and Leisure Participation, ESRI local market potential, and outdoor recreation trends from the Outdoor Foundation and Tree Equity analysis from American Forests.
6.1.6 CONDUCT INCLUSION AUDIT
Our team will conduct an inclusion audit that will help identify goals and implementation strategies to help the Department on your pathway toward inclusion. This will be performed from varied perspectives including, but not limited to, age, gender, language, culture, neurodivergence and sensory ability, physical ability. Some tasks will include:
Onsite evaluations of programming spaces
Evaluation of user journey for internal and external customers in San Bernardino Evaluation of website and marketing pieces
Evaluation of policies and procedures to ensure inclusive practices for internal staff Focus group meetings with for staff offering specialized programs to identify barriers to inclusion
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28 In addition, our team will also conduct a Leadership Roadmap to Inclusion workshop for senior team members to ensure the Department leadership understands the principles and elements of inclusion and for each team member to identify their specific action steps as the plan is developed.
6.1.7 INVENTORY AND ASSESS EXISTING PARKS AND FACILITIES The Consulting Team will compile a comprehensive inventory of all City parks, amenities, and open space including year built and acreage. This will include confirmation of the location and size of existing parks and amenities, and functionality, accessibility, condition, comfort, and convenience.
The analysis will list each location’s amenities, its current condition, and estimated age. The Consulting Team will provide qualitative evaluation of amenities per park report (e.g., equal balance of amenities in each park) and develop a set of prioritized recommendations for improvements needed within existing parks.
To begin, a park tour will be
performed with City staff to assess
and confirm the inventory and
existing conditions. We will also
review and ensure alignment with
other City of San Bernardino plans
to ensure synergies and
interconnectivity between the
various planning documents. The
Consulting Team will provide a
graphic and written site assessment
of existing parks, open space, and
trails in the City.
An aerial photo of each site will be
obtained from Google Maps and a list of the existing park and amenities will be listed. All park amenities will be documented in GIS for use by city staff in future planning.
1. Locations - Update City Plan
2. Size and boundary
3. Use - Neighborhood or Regional
4. History - Provided by City (history and past renovations)
5. Current condition
6. Facilities - Inventory of all park and recreational facilities (playgrounds, playfields, ball courts, pools, gyms, restrooms, parking capacity).
7. Compliance with ADA requirements
8. Constraints - Identify the constraint that minimizes the parks’/facilities’ ability to be maximized.
9. Opportunities - Identify opportunities to expand or enhance recreational opportunities.
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Proposal
Parks Masterplan
29 10. Operations and Maintenance –
Review with the City and
contracted maintenance staff
overall maintenance practices, as
well as provide
recommendations for
required/enhanced maintenance
requirements, including a review
of trash collection at the parks.
11. Potential revenue sources -
Identify areas of potential
revenue from parks and
recreation facilities, including any
City easements.
12. School Facilities - Review of school playfield facilities and potential uses.
13. Evaluate opportunities to increase sustainability practices such as reducing turf, energy, and water consumption, etc.
6.1.8 ASSESS EXISTING PROGRAMS AND EVENTS
Recreation programs and
events are the key tools to
bringing the community
together, activating
facilities and determining
future spaces, be it parks or
recreation facilities /
complexes.
As the Department seeks
to serve the San
Bernardino community in
the best way possible, this
assessment reviews how
well the offerings are
aligned with community
values, user demographics,
program trends,
underserved needs and envisions what future service delivery would look like.
Using staff input, existing data, and nationwide program trends, this process will provide strategies and recommendations for program offerings that are innovative and inclusive.
The eventual goal of this process is to help identify the unmet programmatic needs of the diverse community that the Department serves and the gaps in services currently offered that may be best fulfilled by other service providers.
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30 6.1.9 ASSESS ORGANIZATIONAL CULTURE
The Consulting Team will evaluate the staff culture to determine organizational readiness and willingness to move forward on key recommendations that could come from the Plan.
The Consultant Team will organize and develop a staff and workforce engagement survey modeled after the Malcolm Baldridge Quality Assessment Survey titled “Are We Making Progress?” which rates the perceptions of individuals regarding leading issues in the workplace.
This survey
assessment will be
developed based on
the survey instrument
of the Baldridge
National Quality
Program, a program
of the National
Institute of Standards
and Technology,
which is a component
of the U.S.
Department of
Commerce. The
questions of the
survey are designed to assess the nature and degree of engagement in performing the functions and meeting the vision of the organization.
PHASE 2: ENVISION (WHAT’S NEXT)
6.1.10 CONDUCT PUBLIC OUTREACH
The community’s input and their values shape our approach towards envisioning the future. We believe that the individuals impacted by the plan need to help shape what the plan includes. To that end, we will ensure the most robust public outreach approach shaped by the Public Engagement / Advocacy Outreach plan developed in the initial phase of the plan.
Specific tasks include but are not limited to:
A. Key Leadership/Focus Group/Stakeholder Interviews – The Consulting Team will engage stakeholders, key leaders and staff interviews and discussions through a combination of individual / small group discussions in person and online. We propose to conduct at least 24 interviews over a 2-day period to help identify priorities, unmet needs, and their vision for the future. The list of potential interviewees will be determined based on discussion with City staff and should include, but is not limited to:
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Proposal
Parks Masterplan
31 City Elected Officials
City Staff
Commissions
Diverse Community Groups
Key Business Leaders
Key Partners
Local school officials
Faith based groups
Users and non-users of the system
Senior Groups
Veterans
Youth Groups
Youth Sports organizations
B. Multi-lingual Outreach – Our team includes native speakers of multiple languages including Spanish, Hindi, Greek, American Sign Language etc. and will work with other local experts to ensure a truly inclusive environment where language access is not a barrier to participation.
We will conduct dedicated focus groups in Spanish and American Sign Language for the Hispanic / Latino community members and the Deaf / Hard of Hearing Community. In addition, we will partner with the Native American Resource Center or other groups to engage and seek input from the Indigenous community. This is not an exhaustive list, and we will conduct additional outreach based on conversations with City staff.
C. Public Workshops – These
meetings are open to all and
will be held in spaces to
maximize community
participation. These meetings
will seek community feedback
on parks, trails, programs,
events, and other needs in
multiple ways and provide
education on the Master Plan
process and its importance to
the community.
We propose to conduct at least eight (8) public workshops:
Seek Input:
Two (2) initial in-person workshops – with Spanish Language Interpreters Two (2) virtual workshops – with Spanish Language Interpretation / Closed Captioning to share the Master Plan’s story and obtain initial feedback and ideas for the future.
Share Findings and Draft Recommendations:
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32 Each workshop will have options for live polling through the meeting platform or our digital tools to share input and see results in real time.
D. Youth / Teen Engagement – The Consulting Team will specifically engage youth through an online survey or meeting with Youth / Teen Advisory groups. These surveys and meetings will ensure the future generations in San Bernardino are involved in shaping their future.
E. Special Event / Cultural Event Outreach – We will partner with City staff to identify the key special events/ cultural events such as the recently held Festival – Where Our Cultures Collide to share plan info and obtain feedback. This can be done through intercept surveys at the event or a specific booth. If possible, we could also do a pop-up outreach event at a school / park.
F. Bi-Lingual Electronic Survey – The Consulting Team will also create a bilingual online survey administered in English and Spanish through www.surveymonkey.com. This survey will be promoted through the Project website and the City’s website and promotional mediums to maximize outreach and response rates. These surveys would provide complementary insights to the input obtained from the other public engagement sources and help compare findings from the Statistically valid survey.
G. Multi-lingual Statistically-Valid Survey –
The Consulting Team will work with ETC
Institute to perform a random, scientifically
valid community-wide household survey to
quantify knowledge, need, unmet need,
priorities and support for system
improvements that include facility,
programming, and the park needs of the
City. The survey will be administered by a
combination of a mail/phone, will have
options for respondents to answer in
multiple languages besides English (as
determined by the City staff) and will have a
minimum sample size of 500 completed surveys at a 95% level of confidence and a confidence interval of +/- 4.9%.
It will be developed in collaboration with the City staff and is anticipated that 3-4 drafts of the survey will be prepared before the final draft.
ETC Institute will ensure that the survey results will be statistically represent San Bernardino residents and that the results are statistically significant based on the City’s population.
The mailed survey will include a cover letter (on City letterhead) that explains the importance of the survey, encourages participation, and includes an online link to complete the survey. All mailed surveys, including the cover letter, will be printed by ETC Institute. All attempts to contact respondents will be tracked to accurately calculate the number and rates for refusals, ineligible contact information, eligible contact information, and completed interviews.
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Proposal
Parks Masterplan
33 H. Multilingual ADA Accessible
Digital Platform – The
Consulting Team will develop
a customized multilingual,
ADA Accessible digital
platform that includes a
project website, live
streaming of meetings, social
media engagement and
location-based feedback.
This will also share all project
updates and milestones to ensure a transparent and collaborative process to engage the entire community, especially ones that may not participate in meetings. Examples can be viewed at www.BetterParksBetterBroward.com or www.carlsbadparksplan.com.
This multi-lingual website is key to reaching out to a younger millennial and Gen Z audience that may not traditionally show up at public meetings or respond to surveys.
I. HAPPiFEETtm Community Input App
HAPPiFEET is our proprietary GPS locationbased feedback app for the community to participate in the Master Planning process. As
technology evolves and more millennials use
apps and mobile devices to engage, this San
Bernardino branded App will allow users to
share feedback from any park, trail, event in
the City.
Instant Notification: Predetermined staff (by
location) will get instant email notifications of
any user feedback to address the issue and this
feedback would be helpful with determining
site-specific needs that can be woven into the
plan’s recommendations and CIP as well.
Ad-Supported Functionality: The functionality will also include a provision to incorporate banner ads to highlight upcoming meetings / special events and other opportunities for the community to share input in the planning process.
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34 Data Dashboards: The information obtained from the app will be accessible to staff through a personalized web portal (www.keephappifeet.com). It will provide the ability to sort and view by specific location thus allowing the city and City leadership to address specific issues or concerns in the planning process.
6.1.11 ASSESS NEEDS AND LEVELS OF SERVICE
The in-depth assessment and input collection during the Phase 1 – Discovery phase will help determine true community priorities and demand / unmet needs. Using information from the community input and the statistically valid survey, the Consulting team will determine the existing Levels of Service for
Access – Assesses an overall 10 min walk access to a park and travel distances to parks and individual facilities such as playgrounds, athletic fields, recreation centers, etc. Acreage – Measures acreage in a ratio to the community’s population (acres per 1,000). Amenities – Measures facility capacity in a ratio to the community’s population and comparing against a standard or guideline.
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Proposal
Parks Masterplan
35 Quality – Measures the
quality of facilities and
amenities across the
community.
Based on community input, trends,
NRPA and CPRS guidelines, staff input
and our professional experience, we
will develop a recommended Levels of
Service standards that will influence
strategies for parkland acquisition,
park and trail development and
enhancement and recreation facilities
and programming.
6.1.12 DEVELOP EQUITY
MAPPING AND GAP
ANALYSIS
The Consulting Team will utilize
geographic information systems to
develop maps that show the service
area covered by each park type or
amenity types.
This presents an objective tool to
determine equity of access and determine true gaps and overlaps.
This will help the City staff take appropriate steps to build, acquire, expand, or divest offerings and ultimately maximize access to parks, trails, recreation amenities and facilities in an equitable manner.
6.1.13 CREATE MISSION, VISION, VALUES, GOALS, & OBJECTIVES The Consulting Team will conduct a Visioning Workshop with staff and participants to co-create the core values and vision for the future. This will include Review top priorities needs
View levels of service and equity of access
Compare benchmark findings
Determine Core Values and Guiding Principles
Establish / update Department’s Vision and Mission
Share vision and strategies for
o Culture and historic preservation
o Equity and Inclusion
o Environmental Stewardship and Fire Safety
o Financial Sustainability
o Parks and Trails
o Programs and Events
o Marketing and Storytelling
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36 The outcome of this process will be a vision, key goals and strategies for the Department to plan for implementation. The Consulting team will facilitate the process with support from City staff to ensure maximum buy-in and co-creation of the vision.
PHASE 3: DEVELOP (FUTURE ROADMAP)
6.1.14 DEVELOP PRIORITIES
We will utilize priority
investment ratings from the
community survey to provide
priority recommendations and
phasing for additions,
renovation, redevelopments,
replacements, decommissioning,
maintenance, and
improvements of existing and
proposed parks, playgrounds,
shelters, sport courts, parking
lots, etc. based on research and
needs.
A list of all implementation
projects including proposed
improvements and renovations
will be provided along with identifying amenities that should and should not be replaced.
Information from this assessment will be used to develop the Levels of Service standards and influence the Capital Improvement Plan for the master plan.
6.1.15 BUILD ASSET MANAGEMENT PLAN AND TIMELINE
The Consulting Team will work with staff to define parameters and elements to be included with the asset mapping and management in collaboration with the City staff. The parameters will include list of typical assets and their useful lifecycle, sample spreadsheet to include the detailed inventory and assessment of amenities conducted (including fields, buildings, pavilions, benches, lights, playground equipment, drinking fountains, bike racks, etc.) and schedules and guidelines to help staff preserve and protect existing and future assets.
6.1.16 DEVELOP PLAN FOR ACQUISITION / DISPOSAL
Our analysis will include a Trust for Public Land-focused analysis of existing and future park land and make recommendations for parkland allocation to help achieve the maximum 10-minute walk to a park guideline.
Our Property Acquisition Report and Action Plan will include phasing for all proposed improvements and address recommendations for type, size and general location of future park/land acquisition and disposal of surplus property with suggestions for the use of proceeds.
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Proposal
Parks Masterplan
37 6.1.17 PREPARE CIP AND BUDGET ESTIMATES
We will prepare a detailed Capital Improvement Plan (CIP) that will identify all proposed improvement recommendations with associated costs.
The CIP will be a multi-page Excel document that will address improvement costs, funding needs, funding sources, priorities, and phasing.
6.1.18 TRAIN STAFF ON INCLUSIVE IMPLEMENTATION
To ensure successful implementation, we will provide staff training over a half day workshop Topics covered could include: “Words Matter”, disability etiquette/suggested interactions, implementing inclusive strategies, working with families and community members, communication practices, and understanding hidden disabilities.
The goal will be to help staff understand the need to move from “inclusion programs to inclusive organization” thus decreasing the default toward specialized (segregated) offerings. Creation of “Sensory Kits” and “Inclusion Binders” to assist front line staff by providing them with tools to help members with disabilities or experiencing behavioral challenges to be more successful in their group settings.
6.1.19 DEVELOP DRAFT MASTER PLAN
Upon completion and review of the implementation priorities, funding and timelines, the Consulting Team will compile all information into a draft Master Plan document for the staff’s review. Based on staff feedback, the Consulting Team will update the draft plan and then submit for City-wide review and presentations.
6.1.20 PRESENT DRAFT MASTER PLAN
The Consulting Team will present the draft Master Plan to the following and others, as determined by staff to ensure buy-in for the Plan’s vision and recommendations, and final acceptance by the City Council. a) Community
b) Staff
c) Project Steering committee
d) Park and Recreation Advisory Board
Benicia PTOSMP Capital Improvement Plan October 15, 2022 Action Plan 10:50 AM PARKS Acres Acres Acres Acres New Parks Acres 9SP 9th Street Park 6 DGP Duncan Graham Park 1.41 LHRP Lake Herman Regional Park 577 STPS St. Paul's Square 0.14 BVW Benicia Views II ? ARP Arneson Park (14th Street) 0.1 ESP Ethelree Saraiva Park 0.5 MRFP Maria & Ribiero Fields 4 TBP Turnbull Park 0.2 BTHP Bottle Hill Park (East I - 6th & 7th) ? BCP Benicia Community Park 50 FZP Fitzgerald Field 4 MTP Matthew Turner Park (12th St) 2.5 WFP Waterfront Park CTWR Clocktower Park ? BRP Bridgeview Park 4.59 FTP Francesca Terrace Park 5 OLP Overlook Park 2.7 WEP Water's End Park 2.58 HSRP Hastings Road Park 10 CCP Channing Circle Park 2.5 FSP Frank Skillman Park 2.66 SLP Solano Park 1 SAP Steve Armenta Park 1.65 PWNP Perth Way Neighborhood Park 8 CTP City Park 3.5 GTP Gateway Park 0.36 SOHP Southampton Park 6 BDPA Bordoni Public Access 0.78 CVP Civic Center Park 3.5 JLP Jack London Park 7.7 STCW St. Catherine's Wood 1.32
STREET END PARKS
SE14 14th Street SE8 8th Street SEF F Street SE13 13th Street SE6 6th Street (Raymond Bordoni) SEE E Street SE11 11th Street SEH H Street SEC C Street PHASE RATIONALS Phase 1 Years 1-5 General Fund GF PIR Priority Investment Rating Phase 2 Years 6-10 Parks, Landscape, & Lighting Assessment District PLLAD MR Maintenance Repair Phase 3 Years 11-15 Prop 68 Per Capita P68 PA Park Assessment MP Master Plan Miscellaneous Grants GRANT WS Water Savings TBD TBD Measure C +GF MEC Phase Quantity Site Location Category Estimate/Cost Funding Rational - PIRRational - MRRational - PARational - WS P1 2 ea 9th Street Park 9SP Renovation 10,000 $ TBD PA P1 4 ea 9th Street Park 9SP Renovation 6,000 $ TBD
P1 1 ea 9th Street Park 9SP Renovation 10,000 $ TBD
P1 3 ea 9th Street Park 9SP New 9,000 $ TBD PIR PA
P1 18,000 sf 9th Street Park 9SP Renovation 270,000 $ TBD PIR PA WS P1 2,400 lf 9th Street Park 9SP Renovation 14,400 $ TBD PA P2 97,000 sf 9th Street Park 9SP Renovation 485,000 $ TBD PA WS P2 1 ls 9th Street Park 9SP Renovation 250,000 $ TBD PA P2 1 ea 9th Street Park 9SP Renovation 25,000 $ TBD
P3 1 ls 9th Street Park 9SP New $ 1,700,000 TBD PIR PA
P3 11 ea 9th Street Park 9SP Renovation 16,500 $ TBD PA P3 1 ls 9th Street Park 9SP Renovation 1,500,000 $ TBD MP 1 ls 9th Street Park 9SP New 100,000 $ TBD P1 1 ea Arneson Park ARP Renovation 5,000 $ TBD PA
P1 1 ea Arneson Park ARP Renovation 1,500 $ TBD
P2 100 lf Arneson Park ARP Renovation 1,100 $ TBD PA
Status FUNDING SOURCES Comments 2018 assessment 2021 assessment 2021 assessment 2018 assessment 2018 assessment 2018 assessment 2021 assessment 2018 assessment 2018 assessment 2018 assessment Project Description Replace picnic tables Concrete Trash Receptacles Drinking fountain Wayfinding signage Remove turf/install low water use plants Replace all asphalt walkways Replace irrigation Replace parking Add to ET System Waterfront access Replace benches Replace pier and dock Parks Master Plan Replace picnic tables Concrete Trash Receptacle Replace pathway Packet Pg. 1442
38 e) City Manager and City Council
It is envisioned that these presentations will be completed in a hybrid in-person, and virtual format.
6.1.21 DEVELOP AND PRESENT FINAL MASTER PLAN
The Consulting Team will develop and present the final Master Plan based on feedback from the various groups and present to the City Council for final approval. The Consulting team will also develop a separate executive summary of the Master Plan report and all documents will be made available in digital format through the project website as well as shared with the staff in pdf copies and print, as required.
Packet Pg. 1443
Proposal
Parks Masterplan
39 CHAPTER SEVEN TIMELINE
Packet Pg. 1444
City of San Bernardino • Parks Master Plan | 1
City of San Bernardino
Parks Master Plan Proposal Packet Pg. 1445
2 | City of San Bernardino • Parks Master Plan
Table of Contents
Cover Letter | 1
Firm Profile | 2
Project Understanding | 3
Scope of Work | 7
Project Team | 22
Relevant Experience | 26
Cost Proposal (under separate cover)
Packet Pg. 1446
City of San Bernardino • Parks Master Plan | 1
October 20, 2022
Alex Qishta, City Engineer
City of San Bernardino
Public Works / Engineering Division
290 North D Street
San Bernardino, CA 92401
Re: City of San Bernardino Parks Master Plan
Dear Alex:
RJM Design Group, Inc. is pleased to submit our proposal to the City of San Bernardino for the City’s Parks Master Plan. RJM Design Group developed the City’s Parks, Recreation, Trails, and Open Space Master Plan Update in 2008. We are familiar with the existing resources and we are excited to assist in the City’s goal of providing excellent recreation services and facilities to the community. The Parks Master Plan will listen to all voices in the community and offer multiple chances to participate in the process through different outreach tools, as well as a project website that will be accessible throughout the duration of the project.
National Standards can be a good reference point for benchmark for comparison, however they shouldn’t replace the need for a local analysis. Responsible growth is based on local community needs. Simply having parkland is not enough. Providing the right types of parks and amenities is critical to fulfilling a community’s recreation needs. Community inspired spaces connect people to parks through a deeper sense of ownership. When parks align with community needs, recreation is balanced and may avoid costly, unnecessary facility improvements that can increase maintenance and operation costs. Our process will help guide the future of parks and recreation in San Bernardino. Regular monthly meetings with the City’s Team will allow the project to remain on schedule and meet the goals of the project.
Based upon our previous experience, we have developed a Scope of Work which defines a timely and efficient approach to the update with the latest tools in community recreation planning available. For this project, the management contact is Zachary Mueting and the project manager contact is Kristen Schnell.
We estimate the timeline to be approximately 1 year to complete this project. If you have any questions or comments after reviewing our proposal and checking our references, please do not hesitate to contact us.
Respectfully submitted,
RJM DESIGN GROUP, INC.
Zachary M. Mueting, LLA
Principal
31591 Camino Capistrano
San Juan Capistrano, CA 92675
www.RJMdesigngroup.com
(949) 493-2600 phone
(949) 493-2690 fax
www.RJMdesigngroup.com website
Cover Letter
Packet Pg. 1447
2 | City of San Bernardino • Parks Master Plan
RJM Design Group, Inc.
California Corporation, SBE
35 Years (Since 1987)
33-0254945
(949) 493-2600
Larry P. Ryan — President, [email protected]
Zachary Mueting — Secretary, [email protected]
Larry P. Ryan / [email protected]
31591 Camino Capistrano, San Juan Capistrano, CA 92675
17 Personnel
(10) Licensed Landscape Architects, Project Managers
(5) Technical Support
(4) Administrative Support
(3) LEED Accredited Professionals
(2) Certified Arborists
(2) FAA Part 107 Licensed Pilots
Firm Legal Name
Type of Business
Number of Years in Business
Federal Tax ID #
Contact Information
List of Owners
Principal Contact
Office Location
Firm Size
Personnel
Established in 1987, RJM Design Group has evolved into a multi-disciplinary landscape architectural, planning, and design firm committed to serving the needs of cities, public agencies, and organizations throughout California. RJM is comprised of talented individuals with varied backgrounds and interests. Among these dynamic professionals are licensed landscape architects, designers, and planners, most of whom are LEED Accredited Professionals. Each person brings a unique, yet complementary experience and passion to the firm, who will be dedicated to the duration of the project as needed.
Firm Profile
RJM Office | San Juan Capistrano, CA
2 | City of San Bernardino • Parks Master Plan Packet Pg. 1448 City of San Bernardino • Parks Master Plan | 3
Project Understanding
Why plan for the future?
The pandemic has caused an
economic shift, resulting in
budget cuts that are having
a significant impact on our
resources. Our communities
look to local open space and
recreation to increase their
quality of life.
Recreation is the backbone of
every community. Now is the
time to evaluate just what
resources we need and how to
preserve them. Using the tools
available to you, your agency
can grow out of these hard
times better than ever with
focused planning based on local
community needs.
What sets your agency
apart from other
neighboring communities?
Its people. So why use anything
else other than specific local
analysis? Every community
is unique in not only its
demographics but its climate,
geolocation, economics, and
recreation trends. So specific are
our communities that applying
a template from another distant
agency is nothing more than a
best guess.
No more large costly
planning updates!
Always stay up to date with your
community recreation planning.
The RJM planning toolkit offers
individual tools that can be
utilized for a fraction of the cost
of large comprehensive master
plan projects. This allows you to
focus research and planning in
key areas you deem necessary
without having to redevelop an
entire master planning document.
RJM Design Group’s Parks and Recreation Planning Toolkit is the result of over 30 years of experience in park and recreation planning and analysis.
In each community that RJM has developed a successful Master Plan there has always been a need for local trends vs. national standards.
RJM’s Toolkit empowers cities, districts, and municipalities to take control with powerful data, but without costly planning efforts. Deploy only the tools that meet your community’s needs.
Littlefield Shultis Memorial Park |
San Bernardino, CA
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4 | City of San Bernardino • Parks Master Plan
Project Approach
Phase Name Tool Deliverables
Phase I: Project Management Tool 1:
Scalable Project Management
►Project schedule
►Monthly virtual meetings
►Online resource FTP site
Phase II: Existing Conditions
Analysis
Tool 2:
Existing Documentation Review
Tool 3:
Inventory of Recreation Facilities, Parks and Programs
Tool 4:
Demographic Assessment
Tool 5:
Local Trends Analysis
Tool 6:
Custom Park Standards Calculations (CPSC)
►Existing documents summary
►Parks, facilities, and joint use school
inventory database in GIS
►Parks, facilities, and joint use school
inventory maps
►Gap analysis maps
►Recreation programs and service inventory
►Programs and services assessment
►Demographic assessment summary
►Local trends summary
►Local demand / need analysis for
organized sports
Phase III: Public Outreach and
Engagement
Tool 7:
Community Engagement
►Project website development & updates
►Virtual and/or in person meetings and
summaries
►Stakeholder interviews summary
►Multi-modal survey and report
Phase IV: Needs Analysis and
Recommendations
Tool 8:
Community Needs Assessment
Tool 9:
Recommendations and CIP
►Community needs assessment
and prioritization matrix
►Acreage analysis
►GIS mapping of community needs
►15-year priority CIP Plan
Phase V: Management, O&M,
and Financial Analysis
Tool 10:
Policy Review and Recommendations
Tool 11:
Operations and Maintenance Plan
Tool 12:
Financial Analysis Plan
►Policy Review and Recommendations
Summary
►Operations and Maintenance Plan Summary
►Financial Review, Funding Sources, and
Recommendations
Phase VI: Report Development Tool 13:
Report Development and Documentation
►Appendix Document
►Powerpoint presentation
►Final Draft Report
►Final Report
Project Overview & Deliverables
We have developed the following project approach with five overall phases. Phase I outlines the project management and meetings for the duration of the project. Phase II will focus on updating the existing conditions of San Bernardino’s parks, recreation facilities, programs, and demographics.
Phase III will encompass our community outreach tools including RJM’s innovative online virtual and/or in person meetings, project website, and community feedback. Phase IV will include a review of all the community data collected and prepare a meaningful analysis that will support future recreation planning. Phase V will investigate current policies, staffing, funding , and maintenance practices and offer recommendations. Lastly, Phase VI will be a summary of research, in an easy to read document, illustrating the Parks and Recreation Master Plan for San Bernardino:
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City of San Bernardino • Parks Master Plan | 5
Phase I: Project Management
Clear communication is critical in any endeavor. RJM will hold regular virtual meetings with the City monthly to review progress, present information, and recommend direction throughout the project. These virtual meetings enable strong team collaboration and unity in decision making as the project develops. We are happy to include 2-3 additional meetings, if needed. In addition, three meetings with the Master Plan Advisory Committee will be held at project milestones.
Additionally, a project team online resource FTP site will allow for easy file access and document review for all team members. This will ensure everyone has access to the latest reports, and graphic illustrations available. Based on select tools, we will create an online project dashboard where you can see results from public comments live as they come in eliminating the “wait” for consultants to gather and report back.
Phase II - Existing Conditions Analysis
Knowing what documents exist and how they relate to one another can help guide planning to ensure there are no conflicts or overlapping efforts. RJM will review related documents pertinent to your planning process and generate a database of existing resources as well as a summary document highlighting key elements. Understanding the history of past planning projects enables you to carefully navigate future planning efforts free of potential conflict.
Tool 1
Scalable Project Management
Tool 2
Existing Documentation Review
Scope of Services
Source: googlemaps.com
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6 | City of San Bernardino • Parks Master Plan
Phase II - Existing Conditions Analysis continued
Recreational Facilities and Parks
Understanding where parks exist is not enough in today’s world. RJM utilizes the power of ESRI to truly map out community needs and identify underserved areas where park quality, safety, and accessibility may be impacting disadvantaged communities.
We will verify the City’s existing parks and facilities list, as well as provide updates to the City for their use. Specifically the GIS dataset will include:
• Geolocate city-owned parks and recreation facility parcels. Developed park profile sheet with aerial and boundary of each park site.
• Quantify city-owned park passive and active recreational amenities (i.e. ballfields, basketball courts, dog parks, tennis courts, restrooms, and playgrounds). We will also conduct a field review to assess the condition of each park and park amenities. Prepare database to include a list of amenities specific to each park site.
The inventory will be analyzed by service area and parkland acreage to identify under served neighborhoods or community planning areas. Map exhibits will be developed to determine the distribution and trail connectivity of recreation facility types throughout the city. The results will illustrate gaps in balancing the equitable distribution of service and opportunities for all ages and income levels.
Tool 3
Inventory of Recreation
Facilities, Parks, and Programs
Recreation Programs
Our team shall provide an inventory and evaluation of existing recreation programs provided by the City. RJM shall analyze the City’s current program offerings in terms of attendance, use of space, and consistency with current recreation trends in the leisure services industry. The program evaluation shall provide analysis and rating of how well the Department is doing in the areas of programming for tiny tots/toddlers, youth/teens, adults, families, and seniors (active and mature). The evaluation shall indicate any gaps in service and what programming changes/additions the City of San Bernardino should consider implementing in the future to fill those gaps and meet new recreation trends.
Our team will work with staff to evaluate existing levels of social service and recreation program services within the City’s sphere of influence, public and private, to determine adequacy of current social service, and accessible recreation opportunity for all City residents.
Additionally, an analysis of best possible providers of community and recreation facilities shall be developed. It will include an analysis of possible competition or duplication of services through other public and private service and facility providers, and recommendations for minimizing duplication and/or enhancing possibilities for collaborative partnerships where appropriate.
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Play Structure
Quantity: 2 | Condition: Good
On-Site Parking
Quantity: 2 | Condition: Good
Tennis Court
Quantity: 1 | Condition: Okay
Excellent
Good
Satisfactory
Poor
PARK NAME:
DATE:
INVENTORY ITEM:
Lytle Creek Park
10/20/2022
5-12 Playground
Condition:
Notes:
Large shade trees around playground
Field data collection is conducted using the Esri
Collector app to develop a digital inventory of
existing city-owned parks.
This inventory provides detailed information such as
the geo-location of site amenities and maintenance
conditions.
Parks Inventory
Copyright © 1995–2022 Esri. All rights reserved.
City of San Bernardino • Parks Master Plan | 7 Packet Pg. 1453 8 | City of San Bernardino • Parks Master Plan
Understanding the recreation needs and preferences of City residents first depends upon an understanding of the population and its demographic characteristics. Steps in this process involve a review of data regarding the City’s population base as defined in the latest census, ESRI Tapestry Dataset, and the American Community Survey (ACS). As available, demographic data regarding age, household size, ethnic profile and income characteristics will be used in the analysis.
Detailed demographic data regarding such variables as age, ethnicity, household size, and income as well as special populations which may require specialized or disproportionate services and programming, such as seniors, teens, pre-schoolers, second-language learners, individuals with disabilities, military families and veterans will be analyzed in order to identify unique populations for use in the demand analysis. Special attention will be given to any sub-groups of the population that show unusual trends of change.
Recreation is as broadly defined as the number of communities across in the US today.
Geography, climate, and culture all impact what recreation activities take place. RJM will research trends and issues relevant to your region identifying potential recreation influences in neighboring communities. This analysis will not be the soul source for developing recommendations but provide valuable insight into potential regional influences and how they may impact local demand. Our team will also identify how COVID has impacted parks and recreation and what that impact will have in the future.
Understanding who the community is and where they recreate is vital to the development of a successful road map for the future.
Phase II - Existing Conditions Analysis continued
Tool 4
Demographic Assessment
Tool 5
Local Trends Analysis
Source: Eric Reed/San Manuel Band of Mission Indians
Packet Pg. 1454
Copyright © 1995–2022 Esri. All rights reserved.
City of San Bernardino Tapestry Map & Demographics
KEY FACTS
220,812
Population
30.3 Median Age
3.4 Average
Household
Size
POPULATION GROWTH
2000 2010 2020 2025
0 100,000
200,000
COMMUNITY DIVERSITY
Asian
2%
Hispanic
41%
AI / AN
1%
White
14%
Two or
More
Races
10%
Black
7%
Other
24%
AGE DISTRIBUTION
100%
Children 14 under 24.8%
Adults 15 to 64 64.4%
Seniors 65+ 10.8%
POPULATION GROU
32%
Pop <19
25%
Pop 19-34
33%
Pop 35-64
TAPESTRY SEGMENTS
13D
Fresh
Ambitions
12,801
households
20.2%
of Households
7C Urban Edge
Families
10,338
households
16.3%
of Households
7D Forging
Opportunity
6,516
households
10.3%
of Households
PHYSICAL ACTIVITY RATES
38.0%
Exercise at home 2+
times per week
11.5%
Exercise at club 2+
times per week
COMMUNITY
100%
* Physical activity in
the past 12 months
TRANSPORTATION TO WORK
1.9%
Took Public
Transportation
13.5%
Carpooled
2.3%
Walked to Work
0.2%
Bike to Work
HOUSEHOLD SPENDING
$1,899
Travel
MISSIN
Theatre/Operas/ G
Concerts
MISSI
Sports Events NG
$76
Movies/Museums/
Parks
MISSIN
Online Games G
$1,370
Education
PROJECTED GR
0.06%
Overall Population
-1.66%
Generation X
TAPESTRY SEGMENTS
13D
Fresh
Ambitions
12,801
households
20.2%
of Households
7C Urban Edge
Families
10,338
households
16.3%
of Households
7D Forging
Opportunity
6,516
households
10.3%
of Households
PHYSICAL ACTIVITY RATES
38.0%
Exercise at home 2+
times per week
11.5%
Exercise at club 2+
times per week
COMMUNITY ACTIVI
100%
Swimming
Basketball
Soccer
Tennis
Bicycling (M
Baseball
Football
Softball
* Physical activity in
the past 12 months
TRANSPORTATION TO WORK
1.9%
Took Public
13.5%
Carpooled
HOUSEHOLD SPENDING
$1,899
MISSINMISSI
PROJECTED GROWTH
0.06%
Overall Population
-0.7
Genera
KEY FACTS
812
ion
30.3 Median Age
4 e
old
POPULATION GROWTH
2000 2010 2020 2025
0 100,000
200,000
MUNITY DIVERSITY
Asian
2%
ic
AI / AN
1%
White
14%
Two or
More
Races
10%
ck
%
Other
24%
AGE DISTRIBUTION
100%
Children 14 under 24.8%
Adults 15 to 64 64.4%
Seniors 65+ 10.8%
POPULATION GROUPS
32%
Pop <19
25%
Pop 19-34
33%
Pop 35-64
10%
Pop 65+
City of San Bernardino • Parks Master Plan | 9 Packet Pg. 1455 10 | City of San Bernardino • Parks Master Plan
RJM will prepare and conduct a Sports Organization Specific ESRI Online Survey. The survey is specifically designed to collect valuable information regarding facility usage, team size, recreation seasonality, and player volume that is key to calculating the city’s local demand for sports facilities. The results will be tabulated and used to verify and update the participation rates in selected sports for use in the demand analysis and calculation of the City’s local community parks standard. This standard will represent the unique local demand not just a national averaged benchmark.
Considering the current inventory of recreation facilities, we will identify surpluses and deficiencies in existing parks and recreation-related facilities to serve the community as it exists now and with projections to 2032. One of the primary advantages to this methodology for determining need is that it provides a quantitative, unbiased evaluation of the surpluses and deficits in the City’s parks and recreation facilities, both currently and in the future.
Tool 6
Custom Park Standards
Calculations (CPSC’s)
Phase II - Existing Conditions Analysis continued
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City of San Bernardino • Parks Master Plan | 11
Phase III - Public Outreach and Engagement
Your most robust tool is the ability to reach
out to your community in a meaningful twoway dialogue. Find out what, where, and how your community recreates. Over the years
technology has changed and so has the trend
in which community residents communicate.
There is no one prescriptive method that is
a catch all for any community. Community
input no longer rests on a one-night workshop.
People take part in surveys and feedback
sessions when it is convenient with their
schedules. We engage the entire community
and not just a handful of special interests
through the following outreach elements
Project Portal / Website Development
RJM will develop a project website in the ESRI story map platform where the community can learn about the project, understand the extent of planning considerations, and provide feedback. This website will be a hub for community collaboration and meaningful two-way feedback. This continuous public dialogue will ensure maximum opportunity for all community members to become informed and involved in the development of the Parks Master Plan. As each of the following outreach efforts are completed, the results will be posted. This method enables continued community involvement for the life of the project. At any point during the project the community can provide direct comments via a “Feedback” button on the website. As feedback is recorded it will be reviewed and shared with the project team.
Stakeholder Interviews or Focus Groups
Soliciting the attitudes and perceived needs of community stakeholders is an essential element for a successful Master Plan. Often involved in the front lines of community recreation support and programming, stakeholders have a unique understanding of community desires. One-on-one interviews will be conducted with selected key stakeholders such as members of the City Council, Parks & Recreation Commission, City Manager’s Office, and School District representatives. RJM will work with staff to identify interviewees. Estimate twenty (20) interviews to be conducted via online virtual meetings.
Tool 7
Community Engagement
Your community
can view current
reporting on
the project
RJM Design Group
October 20, 2022
San
Bernardino
Project
Portal
Scan the QR code, go to https://arcg.is/14Lrj90 or click the photo to see a project portal/website sample.
Sample of Community Engagement Outreach
Participant Totals (San Dimas)
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12 | City of San Bernardino • Parks Master Plan
Community Workshops
Since 2020, we have
seen an increase
in community
participation using
virtual workshop
methods, such
as an online
commencement
video and online
surveys available on
the project website.
The community
now has the choice
to participate in community workshops in person or virtually on their own schedule. Each “in person” community consensus building workshop includes a two (2) hour session, inclusive, for up to fifty (50) participants. Each online survey includes summarizing up to (300) responses.
We propose to work closely with City Staff to organize and further define the approach to be used in this process. City to provide and manage all PPP requirements as mandated by the CDC and state of California. We will coordinate with City staff for the promotion of the workshops, scheduling, and the provision of staff to assist with the workshops. Our workshop methodology is designed to arrive at consensus regarding the priorities perceived by the public for improvements to the parks, recreation facilities, programs, and services.
Workshop No. 1
The first workshop will solicit community input on the characteristics, issues, and trends the City is currently facing. An online survey will also be available for residents that are unable to attend the workshop and will be active for (2) two weeks. The information gathered will be used identify key ideas and desires to be explored in the future surveys and outreach efforts.
Workshop No. 2
The second workshop will focus on parks, facilities, and programming needs. This workshop will begin with a presentation illustrating the results of past efforts and soliciting further information on the prioritization of the desired recreation improvements. This workshop will also promote an online survey option. The online survey will stay live for (2) two weeks allowing all community members to take part at their own pace.
Workshop No. 3
The final community outreach event will involve sharing all the past outreach results as well as the facility and program prioritization survey summary. At the conclusion of the presentation our team will host online survey will also be available for residents that are unable to attend the workshop and will be active for (2) two weeks for residents to weigh in and vote on the results.
We will also make paper copies of the survey available for distribution at City Hall and other locations as requested. Paper surveys will be collected, and data entered by City staff to be counted with online survey responses.
Each workshop also includes a 5-10 minute commencement video that replicates the inperson presentation. The commencement video is made available on the project website for community members unable to attend the in-person events.
Phase III - Public Outreach and Engagement continued
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City of San Bernardino • Parks Master Plan | 13
Statistically-Valid, Multi-Modal Community Survey
To ensure that the Parks Master Plan is representative of the needs, priorities and concerns of all residents in the City—not just those who actively participate in the stakeholder interviews, workshops, community meetings, or advisory committees—we recommend conducting a statistically reliable survey of at least 400 households as part of the public participation and outreach program. A sample of this size will provide a highly reliable profile of residents’ needs, priorities, and preferences as they pertain to parks and recreational facilities in the City, with a maximum statistical margin of error due to sampling of 4.9% at the 95% level of confidence.
Importantly, it will also allow the data to be analyzed within various subgroups (e.g., by ethnicity, age, area of residence, lifestyle parameters, etc.) to identify how needs, preferences, and activities vary at the subgroup level within acceptable margins of error.
After selecting households at random using a stratified design, the survey will be administered using a multi-modal approach including multiple recruiting methods (mail, email and telephone) and data collection methods (telephone and password-protected online surveys) to ensure a balanced, representative sample that reflects the full diversity of the City’s resident population.
Using a multi-modal approach will ensure a higher participation rate, reduce response bias, better capture the opinions of traditionally hard-to-reach subgroups, and ultimately deliver more reliable data than relying on a single-mode approach (i.e. telephone only).
Consultant team will include all tasks necessary to complete the survey, including questionnaire design and refinement, developing an appropriate random sample, programming and hosting the survey online to allow sampled respondents the flexibility of participating online using unique PIN passwords, Spanish translation, recruiting participation through three methods (mailed invitations, emailed invitations and telephone calls), completing at least 400 interviews according to a strict interviewing protocol, conducting quality control checks throughout the data collection period, processing the data, analyzing the data, preparing a thorough full-color report of the findings. The final report will not only convey the results among residents as a whole, it will also detail how the results vary across important subgroups of residents such as by age, gender, location with the City, presence of children in the home, as well as length of residence and other factors.
City of San Bernardino
Parks Master Plan
RJM Design Group October 20, 2022
“making lives and communities better now and in
the future”
Phase III - Public Outreach and Engagement continued
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14 | City of San Bernardino • Parks Master Plan
Phase IV - Needs Analysis and Recommendations
The strength of the Parks Master Plan will largely rest on the successful outreach efforts and thorough analysis of the results. The assessment will not only convey the results among residents as a whole, it will also detail how the results vary across important subgroups of residents such as age, gender, location within the City, presence of children in the home, as well as length of residence and other factors. Using the ESRI Tapestry community dataset RJM can analyze the micro demographics to determine not just priority of recommendations but the impact on the location of the recommendations as well.
Each of the community engagement strategies employed will be analyzed and combined into a single engagement needs matrix graphic. This graphic will illustrate the community needs that have the most significant impact as well as other trending recreation desires among the community. A mission statement, vision, and core values will be developed from the community needs assessment with the city team and master plan advisory committee.
Tool 8
Community Needs Assessment
0 2 4 6 8 10 12
Dog Park
Gym / Recreation Center; Basketball Courts (Arena / Indoors) Shade Structures
Sports Complex / Sports Park
Trails / Trail System / Trail Heads/Access / Walking / Jogging Aquatic Center; Indoor Pool
Baseball Fields; Baseball Diamonds
Community Center (at all parks)
Cross Country Facility
Football Fields; Flag Football Tournament Location
Lighting in Parks
Multi-Purpose Fields
Open Space / Natural Areas / Greenbelts
Parking
Restrooms
Senior Facility / Center
Soccer Fields; Youth Soccer Fields (U-5, U-7)
BMX / Skate Park
Carousal / Ferris Wheel (Fairmount Park)
Community Garden (Patterson Park)
Exercise Course
Golf Course (18 hole)
Heated Pool; Ramp / Stairs to enter pools
Homeless Facility / Center
Lacrosse
Library (Bobby Bonds Park)
Outdoor Performance Venue / Amphitheater / Arena
Parks/Mt. Rubidoux
Pickleball Courts w/Lights
Pocket Parks / Linear Parks
Rugby Field
Santa Ana River Trail
Scoreboards for all Fields; Sport Field Fencing
Softball Fields
Splash Pad / Water Play
Youth Opportunity Center
Zipline
Area of maximum
community impact
Public Workshops
Workshop 1 / Workshop 2 / Workshop 3 /
Workshop 4 / Workshop 5 / Workshop 6
Stakeholder Interviews
Focus Group / Stakeholders
Surveys
Sports Org. Survey / ESRI Online
Survey / Phone Survey
6 7
10 6
6 7
6 4
3 3
3 3
Frequent Apparent Identified
Sample of Engagement Needs Matrix
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City of San Bernardino • Parks Master Plan | 15
Phase IV - Needs Analysis and Recommendations
RJM will provide a complete recommendation action plan outlining the park infrastructure improvements required to meet the needs of the community. Recommendations will be based on research and documented community needs. Specific recommendations may include park and recreation features such as additions, renovations, redevelopments, replacements, decommissioning, maintenance, and improvements of proposed parks, playgrounds, shelters, sports courts, parking lots, and turf reduction.
After the facility needs, community priorities, and public consensus are defined, we will discuss and evaluate with City Staff the short-term, intermediate, and long-term opportunities to create new community recreation facilities. This may include evaluation of areas such as drainage or flood control sites, vacant land, or reuse of existing park land as well as potential new or enhanced partnerships to maximize the communities existing resources.
Consultant shall further refine the list to create a 10-year priority CIP Plan and a detailed implementation schedule for first 5 years, including priority projects. The plan shall take into account immediate and long-range budget projections, planning staffing needs and operational resources.
Tool 9
Recommendations and CIP
Tool 10
Policy Review and Recommendations
The purpose of this task is to provide, recommend, and establish coordination between the Parks Master Plan and San Bernardino’s General Plan. This will include proposed modifications, amendments, or revisions to the General Plan.
The Consultant shall review San Bernardino’s planning and development ordinances pertinent to parks development issues; propose amendments and/or new ordinances as needed to accomplish parks development goals and objectives.
Analyze current facility usage policies and fees for consistency, relevance, and effectiveness.
The Consultant will develop an overall operational assessment for efficiencies and best management practices that can be employed to guide the organization including an analysis and identification of core recreation services, effective resource allocation, cost recovery, and pricing strategies that take into consideration community wide benefits vs. individual benefits.
Recommended broad strategies for improvement or elevation of current operations to a best practice level will be presented that will apply to:
• Pricing strategies for facilities and programs
• Staffing standards for recreation services used by the community • Inventory of potential community partnerships and outside providers Phase V - Management, O&M, and Financial Analysis
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16 | City of San Bernardino • Parks Master Plan
Phase V - Management, O&M, and Financial Analysis
Tool 11
Operations and Maintenance Plan
The Consultant will conduct an analysis of existing financial plans developing a Financial Plan with recommendations applicable to addressing the updated financial needs and priorities for the City of San Bernardino. Review and discuss existing funding mechanisms and cost recovery practices for recreation programs and services; and recommend appropriate levels of cost recovery through fees. Recommendations should balance cost recovery with issues of affordability.
Provide a thorough analysis of existing funding practices, sources of funds including user fees and impact fees, and funding levels for parks, recreation, community service facilities and programs. Identify new or alternative sources of funds that might reasonably be developed to supplement existing funding methods an identify new funding practices that might present longterm funding stability.
Tool 12
Financial Plan Review and
Recommendations
Prepare an Operation and Maintenance plan for the grounds and buildings maintained by the City. The plan will identify routine and preventative maintenance schedules/programs, work management, asset lifecycle management, and performance measurements. Operation and Maintenance Plan will include maintenance specifications and a proposed scope of work for park maintenance including a schedule of park maintenance services.
Consultant shall also develop an Asset Management Plan specific for San Bernardino that ensures the uniform application of maintenance across the widely dispersed park and recreation facilities. Plan will factor in both the City’s suggestions and capabilities, and industry best practices and evaluate community interest, useful life of each asset, and impacts from recreational activities.
Consultant shall provide an evaluation of current staffing levels and organizational structure based upon the existing department and potential growth with the development of this master plan. An evaluation and analysis of current management and operations practices will be provided, giving specific attention to parks maintenance and staffing (consideration should be given to contract maintenance vs. in-house staffing) with recommendations pertinent to future growth of parklands, buildings and facilities, and related services.
Operations and Maintenance Plan will propose the development and operation of a sustainable park system for the City of San Bernardino identifying a vision, goals, and objectives for a park system that addresses environmental and economic sustainability. Recommendations can be prepared for specific sustainability practices for both new and rehabilitation projects, including ongoing sustainable operation and maintenance practices for incorporation into future bid requirements for maintenance suppliers, as well as design and construction guidelines for proposed new projects or project improvements that address environmental and economic sustainability goals.
Propose cost-effective funding levels necessary to adequately sustain quality, safe, and cost-effective maintenance operations and practices and sustain recommended levels of maintenance and service. NRPA “levels of maintenance standards” should be used to help define recommendations.
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City of San Bernardino • Parks Master Plan | 17
Tool 10
Report Development and
Documentation
Master Plan Report Development
The draft report will summarize all information gathered in inventory tasks, analysis, funding opportunities, phasing, community priorities and other data as appropriate. Recommend levels of recreation and park facilities shall be presented graphically and demonstrate distribution of service and opportunity. A list of site-specific projects, acquisitions, and services shall be generated and prioritized.
Following a City Staff review, RJM will conduct a virtual meeting with City Staff to review and discuss refinements to the draft report. Upon receipt of one set of non-conflicting comments from the City, we will revise the document. The RJM Team will then incorporate City refinements and submit the Second Draft for staff review. Once the Second Draft has been reviewed and non-conflicting comments are received, a final Draft will be developed and formatted for delivery. All original detailed research and summary reports will be cataloged in an Appendix Document.
Public Meetings and Presentations
RJM will prepare a PowerPoint presentation summarizing the Final Report and present the final draft Master Plan to the City Council for review, comment, and final direction. Included in this proposal is in person attendance at one City Council meeting at kick off, one Park and Recreation Advisory Board meeting, one Commission meeting, and one City Council meeting for presentation and findings of the Parks Master Plan.
Phase VI - Report Development
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18 | City of San Bernardino • Parks Master Plan
M1 M2 M3 M4 M5 M6 M7 M8 M9 M10 M11 M12
Phase I: Project Management (Tool 1)
Tool 1: Scalable Project
Management
Phase II: Existing Conditions Analysis (Tool 2 - 5)
Tool 2: Existing Documentation
Review
Tool 3: Inventory of Parks,
Facilities, and Programs
Tool 4: Demographic
Assessment
Tool 5: Local Trends
Tool 6: Custom Park Standards
Calculations
Phase III: Public Outreach and Engagement (Tool 7)
Project Website Development
Stakeholder Interviews
Workshop ONE
Workshop TWO
Workshop THREE
Statistically-Valid Multi-Modal
Phone Survey
Phase IV: Needs Analysis and Recommendations (Tool 8- 9) Tool 8: Community Needs
Assessment
Tool 9: Recommendations &
CIP
Phase V: O & M, Policy, and Funding Analysis (Tool 10 - 12) Tool 10: Policy Review and
Recommendations
Tool 11: Operations and
Maintenance Plan
Tool 12: Financial Plan Review
and Recommendations
Phase VI: Report Development (Tool 13)
Tool 13: Report Development
and Documentation
M Month
Kick Off Meeting (In-Person)
Project Review Meeting (Virtual)
Presentations (In-Person)
Project Management Plan
Packet Pg. 1464
City of San Bernardino • Parks Master Plan | 19
City of
San Bernardino
Zachary Mueting
Principal
RJM Design Group
Kristen Schnell
Project Manager
RJM Design Group
Adam Probolsky
Survey Specialist
Probolsky Research
Source: googlemaps.com
Organizational Chart
The Community/
Stakeholders
Master Plan
Advisory
Committee
Tim Gallagher
Senior Associate
RJM Design Group
City of San Bernardino • Parks Master Plan | 19 Packet Pg. 1465 20 | City of San Bernardino • Parks Master Plan
Zachary Mueting, LLA LEED AP (BD+C)
Principal In Charge
RJM Design Group, Inc.
Percentage of Time Avaliable: 55%
Zachary Mueting has been with RJM Design Group since 2005. Zachary is a licensed Landscape architect with a strong background in recreation planning and design. Combining degrees in computer science, a masters in landscape architecture, and over 15 years of community engagement experience, Zachary has developed the most detailed community engaged master planning product available. Furthering that achievement Zachary has implemented a master planning toolkit approach with several of RJM’s long term clients.
Zachary’s experience, education, professional accreditation, and publication of community consensus building techniques enables him to fulfill his role assisting with community outreach, landscape planning and design services and achievement of appropriate design solutions that create community.
Related Project Experience
• Parks, Recreation & Community Services Master Plan, Carson, CA • Citywide Park Needs Assessment, Laguna Niguel, CA
• Parks and Recreation Needs Assessment, San Dimas, CA
• Community Services Master Plan, Temecula, CA
• Comprehensive Parks, Recreation, and Community Services Master Plan, Riverside, CA • Parks and Facilities Condition and Utilization Assessment, Cypress, CA • Update of Open Space Master Plan of Parks and Recreation, Costa Mesa, CA • Parks, Trails, Open Space, and Recreation Master Plan, Menifee, CA • Parks and Open Space Master Plan, Downey, CA
• Park and Recreation Master Plan, Huntington Beach, CA • Recreation Needs Assessment, Goleta, CA
• Jurupa Community Services District Parks and Recreation Master Plan, Eastvale, CA • Parks, Recreation, Trails, and Open Space Master Plan Update, San Bernardino, CA • Parks and Recreation Master Plan, Murrieta, CA
• Parks and Recreation Master Plan, Banning, CA
• Chino Hills Parks & Recreation Open Space Master Plan Update, Chino Hills, CA • Parks, Recreation, Trails, and Open Space Master Plan Update, Santa Clarita, CA • Aliso Viejo Community Association Parks & Recreation Master Plan, Aliso Viejo, CA • Laguna Woods Village Recreational Needs Assessment, Laguna Woods, CA • Long Range Master Plan, Lake Mission Viejo Association, Mission Viejo, CA Licenses
Landscape Architect / CA 5731
Education
Masters Degree,
Landscape Architecture,
California State Polytechnic
University, Pomona, CA
Bachelor of Science,
Information Technology,
Colorado Technical University, CO
Bachelor of Science,
Information Systems Management,
Colorado Technical University, CO
Project Team
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City of San Bernardino • Parks Master Plan | 21
Kristen Schnell
Project Manager/Research Analyst
RJM Design Group, Inc.
Percentage of Time Avaliable: 65%
Kristen Schnell has over 20 years of experience working on Parks and Recreation Master Plans. Her responsibilities include tracking all pertinent data and distributing to the consultant team, tracking project schedule and ensuring target dates are met, day-to-day correspondence, preparing summary reports & exhibits, preparing for and attending community outreach events, and preparation of the master plan report.
In addition, Kristen has considerable experience working within the processing systems of several California jurisdictions. She is currently pursuing her AICP certification and is a member of the American Planning Association.
Related Project Experience
• Parks, Recreation & Community Services Master Plan, Carson, CA • Citywide Park Needs Assessment, Laguna Niguel, CA
• Parks and Recreation Needs Assessment, San Dimas, CA
• Community Services Master Plan, Temecula, CA
• Comprehensive Parks, Recreation, and Community Services Master Plan, Riverside, CA • Senior Center Needs Assessment, Tustin, CA
• Parks Recreation Master Plan, Banning, CA
• Parks and Recreation Master Plan Update, Murrieta, CA • Parks, Trails, Open Space and Recreation Master Plan Update, San Bernardino, CA • Parks, Recreation, and Open Space Master Plan Update, Santa Clarita, CA • Parks, Recreation and Open Space Master Plan Update, Chino Hills, CA • Parks, Recreation, and Open Space Master Plan, Dana Point, CA • Recreation Needs Assessment for Laguna Woods Village (age-restricted community), PCM, Inc.
• Recreation and Parks Master Plan, Pasadena, CA
• Parks and Recreation Master Plan Update, Aliso Viejo Community Association, Aliso Viejo, CA
• Recreation, Parks, Green Space and Family Services Master Plan, Azusa, CA • Update of Open Space Master Plan of Parks and Recreation, Costa Mesa, CA • Parks and Recreation Master Plan, Norwalk, CA
• Recreation Needs Assessment, San Juan Capistrano, CA
• Parks and Recreation Master Plan, Yucaipa, CA
• Recreation Needs Assessment, West Hollywood, CA
• Parks and Recreation Master Plan, La Quinta, CA
Education
Bachelor of Science, Biology
University of California,
Santa Cruz, CA
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22 | City of San Bernardino • Parks Master Plan
Project Team (continued)
Timothy A. Gallagher
Recreation Programming/Senior Associate
RJM Design Group, Inc.
Percentage of Time Avaliable: 65%
Timothy A. Gallagher has considerable expertise in parks and recreation management gleaned from more than thirty-five years of public agency management experience and numerous Board positions with industry associations and interest groups. Tim will spearhead many of the tasks outlined in our scope of work including the review of current practices and policies, operations and maintenance evaluation, identifying best management practices, and developing the new policies for the City .
As a Manager or Department head for Parks and Recreation agencies in Seattle, Washington and Los Angeles County Director of Parks and Recreation, Tim had responsibility for long-range planning, park and facility development, program development and operations, and maintenance of parks and community facilities. This experience includes leadership of the development of Strategic Action Plans for Los Angeles County Department of Parks and Recreation and the City of Seattle Department of Parks and Recreation. Tim’s agency experience has also provided him the opportunity to gain familiarity with various funding and financing tools, as well as processing Plans for approval and successful submission of grant requests.
Related Project Experience
• Parks and Recreation Master Plan, Huntington Beach, CA • Parks and Recreation Master Plan, Goleta, CA
• Livermore Maintenance Evaluation, included in Recreation and Parks District, Parks and Recreation Master Plan, Livermore, CA • Jurupa Community Services District Maintenance Evaluation, included in Parks and Recreation Master Plan
• Jurupa Community Services District, Maintenance and Operations Manual • Pleasant Hill Park Maintenance Fiscal Evaluation as part of the Strategic Business Plan 2012/2013
• Pleasanton Parks and Recreation Master Plan included Maintenance Evaluation, Pleasanton, CA
• Santa Maria Leisure Needs Assessment and Action Plan Update, included Park Maintenance Evaluation and Sustainability Plan, Santa Maria, CA • State of Oregon Statewide Comprehensive Outdoor Recreation Plan— Development of chapter on Sustainability in Parks and Recreation • Strategic Action Plan, Seattle, WA
• Pro Parks and Green Spaces Levies Management, Seattle • Strategic Action Plan, Los Angeles County, CA
• Hollywood Bowl Renovation, Los Angeles
• San Luis Obispo County Open Space Trails Plan
Education
• M.A. Parks & Recreation
Administration, CSU Chico
• B.A. Sociology / UC Los Angeles
Professional and Civic Positions
• Board Member, California Council
of Land Trusts
• Legislative Chair—California Parks
& Recreation Society Legislative
Committee. 2000-2005
• Instructor, Cal Poly San Luis Obispo
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City of San Bernardino • Parks Master Plan | 23
Adam Probolsky
Survey Specialist
Probolsky Research
Percentage of Time Avaliable: 65%
Adam Probolsky has acted as pollster and strategic advisor on hundreds of local, county and statewide ballot measures and candidate and outreach campaigns. Additionally, he has been a key advisor to his firm’s clients on matters of public policy, legislation and business strategy.
Probolsky was a planning commissioner and finance commissioner in the City of Irvine. He was also a member of the Orange County Waste & Recycling Commission overseeing landfills, recycling programs, waste hauling companies and power generating facilities, and he is also a former member of the Orange County Transportation Authority’s Environmental Mitigation and Oversight Committee. Mr. Probolsky regularly speaks to organizations on local public policy issues such as annexation, government customer service, taxation, infrastructure and recreation.
Established for twenty-seven years, Probolsky Research specializes in opinion research on public policy, with government, corporate, election and non-profit practice areas.
We understand government. Probolsky Research is a medium size firm with a staff of nine. Adam Probolsky (president) is your key contact throughout our relationship. Our work does not end after we deliver our final report – we are available (including in-person meetings) as needed moving forward, at no additional cost to you.
We apply expert methodologies and leverage the right research tool for each situation. Our research services include telephone, online and multi-mode surveys, focus groups and other research.
Related Project Experience
• Parks and Recreation Needs Assessment, San Dimas, CA
• Parks and Recreation Master Plan Update, Huntington Beach, CA • George Izay Park Master Plan, Burbank, CA
• Parks and Facilities Master Plan, Pomona, CA
• Parks, Recreation, and Community Services Master Plan, Carson, CA Probolsky Research is a Latinaand Woman-owned California Certified Small Business
Enterprise (Supplier # 11154461)
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Our experience with local communities
can help your city’s future planning efforts.
Relevant Experience
Packet Pg. 1470
City of San Bernardino • Parks Master Plan | 25
Parkland Inventoried:
56,664 acres
Population Served:
3,638,331 people
Agencies Served:
41+ agencies
Years of Planning:
35 years
Agencies Served
Aliso Viejo
Azusa
Banning
Brentwood
Carson
Chino Hills
Costa Mesa
Cypress
Dana Point
Downey
Goleta
Huntington Beach
Jurupa Community Services
District
La Quinta
Laguna Woods Village
Laguna Hills
Laguna Niguel
Lake Mission Viejo Association
Livermore
Manteca
Menifee
Murrieta
Norwalk
Pasadena
Pleasant Hill
Pleasanton
Pomona
Rancho Mission Viejo
Riverside
Rocklin
Roseville
Sacramento
San Bernardino
San Dimas
San Fernando
San Juan Capistrano
Santa Barbara County
Santa Clarita
Santa Maria
Stanton
Temecula
West Hollywood
Woodland
Yucaipa
website | rjmdesigngroup.com
email | [email protected]
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26 | City of San Bernardino • Parks Master Plan
Project Summary
RJM Design Group developed the City’s first Parks and Recreation Master Plan. The process commenced with an inventory and assessment of the existing parks, recreation facilities, and program opportunities available within the City. Projected population growth, housing units, age distribution, and median income were some attributes that helped to identify the demographic characteristics of the resident population. The existing inventory and demographic analysis provided the foundational understanding of the community. The community outreach provided multiple opportunities to engage the community members and included a project website, online feedback comments, a statistically valid, multimodal survey, stakeholder interviews, three (3) community online surveys, a sports organization questionnaire, and six (6) in-person community workshops. Key strategies were developed to address each facility and program recommendation. Current capital improvement projects and costs for the recommendations were outlined in the report. Funding sources and strategies were identified to assist in the implementation of the recommendations.
Parks, Recreation & Community Services Master Plan
Carson, CA
Status: Completed 2022
Client: The City of Carson
Project Date: August 2021 to July 2022
Size: 19.2 square miles
Population: 93,184
Project Cost: $230,940.00
Client Reference
Michael Whittiker, Jr., Director of Parks, Recreation & Community Services, City of Carson
phone: (310) 847-3570 Ext. 3571
email: [email protected]
Project Team
Principal: Zachary Mueting
Project Manager: Kristen Schnell
Senior Associate: Tim Gallagher
Survey Specialist: Adam Probolsky
Relevant Experience
Packet Pg. 1472
City of San Bernardino • Parks Master Plan | 27
Citywide Park Needs Assessment
Laguna Niguel, CA
Project Summary
The Laguna Niguel Citywide Park Needs Assessment serves as a guide and implementation tool for the management and development of parks and recreation facilities throughout the City. The process began with a review of pertinent planning documents, existing park resources, and recreation opportunities.
Following the initial inventory an extensive community outreach campaign was developed. In-Person and live streaming online video presentations, one on one stakeholder interviews, public online surveys, direct website feedback, and a statistically valid multi-modal survey was conducted to clearly analyze the community recreation demand in the City. The project website enabled community members to review updates and provide immediate feedback at any point in time. The following are key strategies developed to balance the available inventory with the community recreational desires: provide sustainable sports facility management, increase park quality to strengthen community ties and bring diverse populations together, promote community connectivity to nature through an extensive trail network and trail events, and celebrate Laguna Niguel history and local identity.
Status: Completed 2022
Client: The City of Laguna Niguel
Project Date: July 2021 to April 2022
Size: 14.79 square miles
Population: 65,952
Client Reference
Ron Rivera
Parks and Recreation Director
City of Laguna Niguel
phone: (949) 425-5148
email: [email protected]
Project Team
Principal: Zachary Mueting
Project Manager: Kristen Schnell
Survey Specialist: Timothy McLarney
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Beach
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Relevant Experience
Packet Pg. 1473
28 | City of San Bernardino • Parks Master Plan
Parks and Recreation Needs Assessment
San Dimas CA
Project Summary
The San Dimas Parks and Recreation Needs Assessment clearly defines the parks and recreation facility needs of the community and identifies surpluses and deficiencies with existing facilities. This project included a comparison of the City’s department organization, staffing, parks and recreation amenities, and programs to ten (10) comparable cities to establish a benchmark comparison. The community engagement process included stakeholder interviews, 3 virtual town hall meetings, a sports organization survey, and a statistically-valid multi-mode survey. Custom park standards were calculated based on the actual participation of San Dimas residents. A program inventory and evaluation were conducted on the existing programs and services offered. A final community workshop prioritized current and future park and recreation needs using a virtual meeting platform. Recommendations included key strategies, funding sources and CIP plan. The final report is a roadmap to guide the development of San Dimas’ Parks and Recreation Services now and into the future.
Project Team
Principal: Zachary Mueting
Project Manager: Kristen Schnell
Survey Specialist Adam Probolsky
Status: Completed 2020
Client: The City of San Dimas
Project Date: April 2020 to December 2020
Size: 15.4 square miles
Population: 34,966
Client Reference
Scott Wasserman
Director of Parks and Recreation
City of San Dimas
phone: (909) 394-6233
email: [email protected]
JRC
City of Temecula - Par
0 0.5 1 2
Miles
15 215
26 35
CC
MPSC
OTTCT
PW
TVM
OldTownTemecula
Relevant Experience
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City of San Bernardino • Parks Master Plan | 29
31 30
19 20
40 41
17 39
23 14
15 38
34 37
12 1
32 2
18 8
11 25
36 29
16 4
21 27
10 6
3 9
24 22
7 26
13 35
28 5
33 CC CRC
HCPR
C
MPSC
MRC
OTTCT
PW
RHRTPL
TCC
TVM
THC
rks and Facilities
City of Temecula - Community Services Master Plan, 2019 Legend
Parks
1- Bahia Vista Park
2 - Butterfield Stage Park
3 - Calle Aragon Park
4 - Crowne Hill Park
5 - Eagle Soar Playground and Splash
6 - Harveston Community Park
7 - Harveston Lake Park
8 - John Magee Park
9 - Kent Hintergardt Memorial Park
10 - Loma Linda Park
11 - Long Canyon Creek Park
12 - Margarita Community Park
13 - Meadows Park
14 - Nakayama Park
15 - Nicolas Road Park
16 - Pablo Apis Park
17 - Pala Community Park
18 - Paloma Del Sol Park
19 - Paseo Gallante Park
20 - Patricia H. Birdsall Sports Park
21 - Pauba Ridge Park
22 - Redhawk Community Park
23 - Riverton Park
24 - Ronald Reagan Sports Park
25 - Rotary Park
26 - Sam Hicks Monument Park
27 - Serena Hills Park
28 - Skyview Park
29 - Stephen Linen Jr. Memorial Park
30 - Sunset Park
31 - Temecula Creek Trail Park
32 - Temecula Duck Pond & Veteran
33 - Temecula Skate Park
34 - Temeku Hills Park
35 - Town Square Park
36 - Vail Ranch Park
37 - Veteran's Park
38 - Voorburg Park
39 - Winchester Creek Park
40 - Wolf Creek Park
41 - Wolf Creek Trail Park
Legend
Facilities
1 - Community Recreation Center (CRC)
2 - Conference Center at Civic Center (CC)
3 - Harveston Community Park Room (HCPR)
4 - Jefferson Recreation Center (JRC)
5 - Mary Phillips Senior Center (MPSC)
6 - Margarita Recreation Center (MRC)
7 - Old Town Temecula Community Theater (OTTCT)
8 - Pennypickle's Workshop / Children's Museum (PW)
9 - Ronald H. Roberts Temecula Public Library (RHRTPL)
10 - Temecula Community Center (TCC)
11 - Temecula HELP Center and Barn (THC)
12 - Temecula Valley Museum / Chapel of Memories (TVM)
15 15
Community Services Master Plan
Temecula, CA
Status: Completed 2020
Client: The City of Temecula
Project Date: May 2019 to August 2020
Size: 37 square miles
Population: 114,327
Client Reference
Kevin Hawkins
Director of Community Services
City of Temecula
phone: (951) 694-6480
email: [email protected]
Project Summary
The Master Plan process commenced with an examination of the characteristics that define the community, and an inventory of the existing recreational opportunities and resources available within the City. Temecula’s Community Services Department includes Arts and Culture, Homeless Outreach, and Library Services. The City prides itself on providing inclusive services for the disabled, veterans, and the senior populations. Established methods of community involvement included a multi-modal survey, stakeholder interviews, focus groups, a sports organization questionnaire, and ward specific community workshops. Community issues, recreational facility and program usage patterns and the community needs for parks and recreation facilities were developed. Identified needs, facility usage patterns, recreation standards and population projections provide the basis for the quantification of facilities required to meet identified community needs were identified. Trail connections and regional trail goals were identified. The final report includes inventory, assessment and recommendations for parks, recreation facilities, programs, trails, arts and culture, and staffing evaluation. Operations and maintenance recommendations as well as a financial strategy plan summarizes an implementation plan for the City.
Project Team
Principal: Zachary Mueting
Project Manager: Kristen Schnell
Relevant Experience
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30 | City of San Bernardino • Parks Master Plan
Project Summary
The Master Plan process commenced with an examination of the characteristics that define the community, and an inventory of the existing recreational opportunities and resources available within the City. The inventory and analysis provided the foundational understanding of the community and serves as the starting point from which community members are engaged and their needs are identified.
Established methods of community involvement included a community wide telephone survey, stakeholder interviews, focus groups, GIS community online survey, a sports organization questionnaire, and ward specific community workshops which provided multiple opportunities to engage the community members, and multiple measures from which a broad understanding of community issues, recreational facility and program usage patterns and the community needs for parks and recreation facilities is developed. Identified needs, facility usage patterns, recreation standards and population projections provide the basis for the quantification of facilities required to meet identified community needs. Facility recommendations are derived based on priority of needs, then general cost for recommendations are identified. A full CASp report was also prepared as part of this project.
Comprehensive Parks, Recreation & Community Services
Master Plan
Riverside, CA
Status: Completed 2019
Client: The City of Riverside
Project Date: June 2018 to December 2019
Size: 81.5 square miles
Population: 327,728
Client Reference
Adolfo Cruz
Director of Parks, Recreation & Community Services
City of Riverside
phone: (951) 826-2075
email: [email protected]
Project Team
Principal: Zachary Mueting
Project Manager: Kristen Schnell
Relevant Experience
Packet Pg. 1476
City of San Bernardino • Parks Master Plan | 31
Open Space Master Plan of Parks & Recreation
Costa Mesa, CA
Project Summary
The City of Costa Mesa is a coastal community with a very diverse, built-out population of over 113,000 residents. RJM Design Group was contracted to develop the cities original Parks Master Plan in 2002.
After successfully following the document the city again contracted RJM to update the document for the next 15 years.
The project included complete inventory and assessment of all the recreation facilities and programs, extensive community outreach, stakeholder interviews, and workshops. The resulting document concluded in recommendations for maintenance and operations, funding sources, prioritized facility improvements, park facility and rehabilitation cost estimates, as well as a six year capital improvement plan.
Costa Mesa’s Park Master Plan is a community supported city wide plan that will continue to guide the successful development of the parks and recreation facilities in Costa Mesa for the another 15 years.
Project Team
Principal: Zachary Mueting
Project Manager: KristenSchnell
Status: Completed 2018
Client: The City of Costa Mesa
Project Date: April 2017 to October 2018
Project Size: 15.8 square miles
Population: 113,825
Contract Amount: $99,785
Client Reference
Jason Minter
Parks & Community Services Director
City of Costa Mesa
phone: (714) 754-5065
email: [email protected]
Relevant Experience
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Parks & Recreation Master Plan
Huntington Beach, CA
Status: Completed 2016
Client: The City of Huntington Beach
Project Date: November 2015 to January 2016
Size: 32.1 square miles
Population: 201,874
Contract Amount: $220,800
Client Reference
Chris Slama
Director of Community Services
City of Huntington Beach
phone: (714) 536-5495
email: [email protected]
Project Summary
Nicknamed “Surf City” for its beautiful wide beaches and consistently breaking surf. The City of Huntington Beach has a large and well-established park system with over seventy five (75) parks and numerous community recreation buildings. The City contracted RJM Design Group to update its existing Parks and Recreation Master Plan. The first phase of the project included a background review of the demographics and community trends and their impact on the park system. The second phase involved a detailed inventory of the facilities and programs currently provided in the City, as well as a gap analysis of the existing facilities to determine locations where recreational opportunities are needed. The third phase included a thorough public involvement process including executive interviews, sports organization questionnaire, telephone survey, and public workshops. The fourth phase looked at the demand and needs for facilities based on the inventory of existing facilities and the data derived from the prior phases.
Recommendations included an opportunities feasibility analysis, acquisition plan, cost estimates, capital improvement plan, and sustainable practices/maintenance and operations management plan.
Project Team
Principal: Zachary Mueting
Project Manager: Kristen Schnell
Relevant Experience
Packet Pg. 1478
City of San Bernardino • Parks Master Plan | 33
RJM DESIGN GROUP, INC. offers its clients personalized service that is delivered on time and within budget.
The principals of RJM maintain personal involvement in all aspects of the project. Our success is based on our ability to perform, meeting the needs of the client and the project. Please feel free to contact all our references as we are sure they will share their success stories of projects we have helped them accomplish. “The Master Plan Update was long
overdue. RJM Design Group produced a
strong product. The participation process
will make this report a useable document
that will not just sit on a shelf.”
- Kevin Hawkins, Community Services Director
City of Temecula
“Thank you so much for providing such
a detailed report. I appreciate this
report gives us feedback on what our
community wants and strategies on how
to implement those.”
- Sandy Rains, Mayor Pro Tem
City of Laguna Niguel
Agency Name & Contact Information:
Scott Wasserman
Director of Parks & Recreation
CITY OF SAN DIMAS
phone: (909) 394-6233
email: [email protected]
Budget: $115,275 Services:
Parks and Recreation Needs Assessment
March 2020 - December 2020
Link to report: https://rjmdesigngroup. sharefile.com/d-se45919b2aa9d4bbcb833cf 157995b128
Agency Name & Contact Information:
Kevin Hawkins
Director of Community Services
CITY OF TEMECULA
phone: (951) 694-6480
email: [email protected]
Budget: $276,000 Services:
Community Services Master Plan
April 2019 - February 2020
Link to report: https://temeculaca.gov/
DocumentCenter/View/11006/TemeculaCommunity-Services-Master-Plan Agency Name & Contact Information:
Ron Rivera
Parks and Recreation Director
CITY OF LAGUNA NIGUEL
phone: (949) 425-5148
email: [email protected]
Budget: $146,810 Services:
Citywide Park Needs Assessment
July 2021 - April 2022
Link to report: https://rjmdesigngroup.
sharefile.com/d-s6ecf455b6119459e9dd72e
ec226f2c72
Agency Name & Contact Information:
Chris Slama
Director of Community Services
CITY OF HUNTINGTON BEACH
phone: (714) 536-5495
email: [email protected]
Budget: $211,000 Services:
Parks and Recreation Master Plan
April 2015 - July 2016
(currently updating)
Link to report: https://www.
huntingtonbeachca.gov/announcements/
attachments/Parks-and-Recreation-MasterPlan-Rev2016.2.5.pdf Agency Name & Contact Information:
Jason Minter
Parks & Community Services Director
CITY OF COSTA MESA
phone: (714) 754-5065
email: [email protected]
Budget: $161,270 Services:
Open Space Master Plan of Parks and
Recreation Update
January 2017 - June 2018
(currently updating outreach only)
Link to report: http://ftp.costamesaca.
gov/costamesaca/council/
agenda/2018/2018-02-13/SS-1-Attach-4.pdf
Agency Name & Contact Information:
Michael Whittiker, Jr.
Director of Parks, Recreation &
Community Services
CITY OF CARSON
phone: (310) 847-3570 Ext. 3571
email: [email protected]
Budget: $230,940 Services:
Parks, Recreation & Community Services
Master Plan
August 2021 - July 2022
Link to report: https://rjmdesigngroup.
sharefile.com/d-s47ced952dca941b08605fa
e94b9a8319
References
Packet Pg. 1479
RJM Design Group, Inc.
31591 Camino Capistrano
San Juan Capistrano, CA 92675
[email protected]
www.RJMdesigngroup.com
[949] 493-2690 fax
[949] 493-2600 phone
Packet Pg. 1480
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: January 18, 2023
To: Honorable Mayor and City Council Members
From: Daniel Hernandez, Agency Director of Public Works, Operations and Maintenance
Department: Public Works
Subject: Adoption of Ordinance MC-1606 (Ward 4)
Recommendation:
Adopt Ordinance No. MC-1606 of the Mayor and City Council of the City of San Bernardino, California, amending Ordinance No. MC-1522 and levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual costs of the maintenance and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street sweeping, parks and trail maintenance, a reserve fund for capital replacement, and administrative expenses with respect to City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services).
Background
On June 5, 2019, the Mayor and City Council adopted Resolution No. 2019-81, a Resolution of Intention to form Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”. A public hearing was set for July 17, 2019, for the issue of establishment of the community facilities district.
Discussion
On December 7, 2022, the Mayor and City Council introduced, read by title only, and waived further reading of Ordinance No. MC-1606. The Ordinance is now being returned to the Mayor and City Council for adoption.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial Capacity and Key Target No 4. Economic Growth & Development. This project will contribute to ensure that the City is clean and attractive and provide infrastructure designed for long term economic growth.
Fiscal Impact
Packet Pg. 1481
There is no fiscal impact associated with the recommended action of this item. All costs associated with annexing property into the District have been borne by the Property Owners. By annexing the subject property into the District, the costs of maintaining improvements located within the development will be financed through special taxes levied on the parcels within CFD 2019-1 and not through the City’s General Fund.
Conclusion
Adopt Ordinance No. MC-1606 of the Mayor and City Council of the City of San Bernardino, California, amending Ordinance No. MC-1522 and levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual costs of the maintenance and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street sweeping, parks and trail maintenance, a reserve fund for capital replacement, and administrative expenses with respect to City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services).
Attachments
Attachment 1 – Ordinance No. MC-1606 (Ordinance Levying Special Taxes) Attachment 2 – Exhibit A – Description of Services
Attachment 3 – Exhibit B – Description of Territory
Attachment 4 – Project Location Map
Ward:
Fourth Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a Resolution of Intention to form Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982.”
July 17, 2019 Mayor and City Council adopted Resolution No. 2019-178 establishing Community Facilities District No. 2019-1;
Resolution No. 2019-179 declaring election results for
Community Facilities District No. 2019-1; and conducted the first reading of Ordinance No. MC-1522 levying special taxes to be collected during FY 2019-20 to pay annual costs of maintenance, services and expenses with respect to
Community Facilities District No. 2019-1.
August 7, 2019 Mayor and City Council conducted the final reading of Ordinance No. MC-1522 levying special taxes to be collected during FY 2019-20 to pay annual costs of maintenance,
services and expenses with respect to Community Facilities District No. 2019-1.
Packet Pg. 1482
November 2, 2022 Mayor and City Council adopted Resolution No. 2022-232, a Resolution of Intention to annex territory into Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982.”
December 7, 2022 Mayor and City Council adopted Resolution No. 2022-247 calling an election to submit to the qualified electors the question of levying a special tax within the area proposed to be annexed to Community Facilities District No. 2019-1
(Annexation No. 25), and adopted Resolution No. 2022-248 declaring election results for Community Facilities District No. 2019-1 (Annexation No. 25); and introduced Ordinance No.
MC-1606 amending Ordinance No. MC-1522.
Packet Pg. 1483
Ordinance No. MC-1606
1 ORDINANCE NO. MC-1606
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING ORDINANCE NO. MC-1522 AND LEVYING
SPECIAL TAXES TO BE COLLECTED DURING FISCAL
YEAR 2022-2023 TO PAY THE ANNUAL COSTS OF THE
MAINTENANCE AND SERVICING OF LANDSCAPING,
LIGHTING, WATER QUALITY IMPROVEMENTS,
GRAFFITI, STREETS, STREET SWEEPING, PARKS AND
TRAIL MAINTENANCE, A RESERVE FUND FOR
CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF SAN
BERNARDINO COMMUNITY FACILITIES DISTRICT NO.
2019-1 (MAINTENANCE SERVICES)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San Bernardino (the "City") has heretofore adopted Resolution No. 2019-81, stating that a community facilities district to be known as "City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services), County of San Bernardino, State of California" (the "Community Facilities District"), is proposed to be established under the provisions of Chapter 2,5 (commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"), and fixing the time and place for a public hearing on the formation of the Community Facilities District; and
WHEREAS, notice was published and mailed to the owners of the property in the Community Facilities District as required by law relative to the intention of the City Council to establish the Community Facilities District and the levy of the special taxes therein to provide certain services, and of the time and place of said public hearing; and WHEREAS, on December 7, 2022, at the time and place specified in said published and mailed notice, the City Council opened and held a public hearing as required by law relative to the formation of the Community Facilities District, the levy of the special taxes therein and the provision of services by the Community Facilities District; and WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining to the formation of the Community Facilities District, the levy of the special taxes and the provision of services therein were heard, and a full and fair hearing was held; and WHEREAS, subsequent to said hearing, the City Council adopted resolutions entitled "Resolution of the City Council of the City of San Bernardino Establishing Calling An Election for the Purpose of Submitting the Question of the Levy of the Proposed Special Tax to the Qualified Electors of the Proposed Community Facilities District; Authorizing the Levy of Special Taxes; and Establishing the Appropriations Limit for the Proposed Community Facilities District" (the "Resolution of Formation") which resolution established the Community Facilities District, authorized the levy of a special tax within the District, and called an election within the District on Packet Pg. 1484
Ordinance No. MC-1606
2 the proposition of levying a special tax, and establishing an appropriations limit within the District; and
WHEREAS, an election was held within the Community Facilities District in which the sole eligible landowner elector approved said propositions by more than the two-thirds vote required by the Act.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO ORDAIN AS FOLLOWS:
SECTION 1. Findings. It is necessary that the City Council of the City of San Bernardino levy special taxes pursuant to Sections 53340 of the Government Code to provide and finance the costs of certain types of services, and related costs within the Community Facilities District, including (i) the maintenance and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street sweeping, and park maintenance, (ii) a reserve fund for capital replacement, and (iii) administrative expenses, all as more completely described in Exhibit "A" to Resolution No. 2019-81, attached hereto and by this reference made a part hereof.
SECTION 2. Levy of Special Taxes. Special taxes shall be and are hereby levied for the Fiscal Year 2022-2023, and each Fiscal Year thereafter, on all parcels of real property within the District which are subject to taxation, which are identified in Exhibit "B" attached hereto. Pursuant to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and Lien priority in case of delinquency as is provided for ad valorem taxes.
SECTION 3. Transmittal to County. The City Clerk shall immediately, following adoption of this ordinance, transmit a copy hereof to the Board of Supervisors and the County Auditor of the County of San Bernardino together with a request that the special taxes as levied hereby be collected on the tax bills for the parcels identified in Exhibit "B" hereto, along with the ordinary ad valorem property taxes to be levied on and collected from the owners of said parcels.
SECTION 4. Authorization to Publish Ordinance. City Clerk of the City of San Bernardino shall certify to the adoption of this Ordinance and cause publication to occur in a newspaper of general circulation and published and circulated in the City in a manner permitted under section 36933 of the Government Code of the State of California.
SECTION 5. Effective Date. This ordinance shall become effective thirty (30) days after its adoption.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ____ day of _______, 2023.
Helen Tran, Mayor
City of San Bernardino
Packet Pg. 1485
Ordinance No. MC-1606
3 Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Pg. 1486
Ordinance No. MC-1606
4 CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of Ordinance No. MC-1606, introduced by the City Council of the City of San Bernardino, California, at a regular meeting held the ____ day of ______, 2022. Ordinance No. MC-1606 was approved, passed and adopted at a regular meeting held the ____ day of ______, 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of _____, 2023.
Genoveva Rocha, CMC, City Clerk
Packet Pg. 1487
EXHIBIT A
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2019-1 before CFD No. 2019-1 was created.
Packet Pg. 1488
EXHIBIT B
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1”) Annexation No. 25 is currently comprised of five (5) parcels, located within the City boundaries. The property is identified by the following San Bernardino County Assessor's Parcel Numbers (APNs).
APN Owner Name
0285-211-05 Li Hanhsing, et al.
0285-211-21 Pacific West Company, et al.
0285-211-22 Pacific West Company, et al.
0285-211-23 Pacific West Company, et al.
0285-211-25 Li Hanhsing, et al.
Packet Pg. 1489
O
R
A
N
GE S
T
PALM
AVE
HIGHLAND AVE
^_
ORANGE ST
CITRUS ST
PIEDMONT DR
HIGHLAND AVE
SEINEAVE
PALM AVE
CENTRAL AVE
HEMLOCK DR
PALM CREST DR
PACIFIC ST
·|}þ330
·|}þ210
CFD NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 25
PROJECT MAP
Packet Pg. 1490
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: January 18, 2023
To: Honorable Mayor and City Council Members
From: Daniel Hernandez, Agency Director of Public Works, Operations and Maintenance
Department: Public Works
Subject: Adoption of Ordinance No. MC-1607 (Ward 1)
Recommendation:
Adopt Ordinance No. MC-1607 of the Mayor and City Council of the City of San Bernardino, California, amending Ordinance No. MC-1522 and levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual costs of the maintenance and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street sweeping, parks and trail maintenance, a reserve fund for capital replacement, and administrative expenses with respect to City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services).
Background
On June 5, 2019, the Mayor and City Council adopted Resolution No. 2019-81, a Resolution of Intention to form Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”. A public hearing was set for July 17, 2019, for the issue of establishment of the community facilities district.
Discussion
On December 7, 2022, the Mayor and City Council introduced, read by title only, and waived further reading of Ordinance No. MC-1607. The Ordinance is now being returned to the Mayor and City Council for adoption.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial Capacity and Key Target No 4. Economic Growth & Development. This project will contribute to ensure that the City is clean and attractive and provide infrastructure designed for long term economic growth.
Fiscal Impact
Packet Pg. 1491
There is no fiscal impact associated with the recommended action of this item. All costs associated with annexing property into the District has been borne by the Property Owner. By annexing the subject property into the District, the costs of maintaining improvements located within the development will be financed through special taxes levied on the parcels within CFD 2019-1 and not through the City’s General Fund.
Conclusion
Adopt Ordinance No. MC-1607 of the Mayor and City Council of the City of San Bernardino, California, amending Ordinance No. MC-1522 and levying special taxes to be collected during Fiscal Year 2022-2023 to pay the annual costs of the maintenance and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street sweeping, parks and trail maintenance, a reserve fund for capital replacement, and administrative expenses with respect to City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services).
Attachments
Attachment 1 – Ordinance No. MC-1607(Ordinance Levying Special Taxes) Attachment 2 – Exhibit A – Description of Services
Attachment 3 – Exhibit B – Description of Territory
Attachment 4 – Project Location Map
Ward:
First Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a Resolution of Intention to form Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982.”
July 17, 2019 Mayor and City Council adopted Resolution No. 2019-178 establishing Community Facilities District No. 2019-1;
Resolution No. 2019-179 declaring election results for
Community Facilities District No. 2019-1; and conducted the first reading of Ordinance No. MC-1522 levying special taxes to be collected during FY 2019-20 to pay annual costs of
maintenance, services, and expenses with respect to
Community Facilities District No. 2019-1.
August 7, 2019 Mayor and City Council conducted the final reading of Ordinance No. MC-1522 levying special taxes to be collected during FY 2019-20 to pay annual costs of maintenance,
services, and expenses with respect to Community Facilities Packet Pg. 1492
District No. 2019-1.
October 19, 2022 Mayor and City Council adopted Resolution No. 2022-223, a Resolution of Intention to annex territory into Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982.”
December 7, 2022 Mayor and City Council adopted Resolution No. 2022-249 calling an election to submit to the qualified electors the question of levying a special tax within the area proposed to be annexed to Community Facilities District No. 2019-1
(Annexation No. 21) and adopted Resolution No. 2022-250 declaring election results for Community Facilities District No. 2019-1 (Annexation No. 21); and introduced Ordinance No.
MC-1607 amending Ordinance No. MC-1522.
Packet Pg. 1493
Ordinance No. MC-1607
1 ORDINANCE NO. MC-1607
AN ORDINANCE OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO, CALIFORNIA,
AMENDING ORDINANCE NO. MC-1522 AND LEVYING
SPECIAL TAXES TO BE COLLECTED DURING FISCAL
YEAR 2022-2023 TO PAY THE ANNUAL COSTS OF THE
MAINTENANCE AND SERVICING OF LANDSCAPING,
LIGHTING, WATER QUALITY IMPROVEMENTS,
GRAFFITI, STREETS, STREET SWEEPING, PARKS AND
TRAIL MAINTENANCE, A RESERVE FUND FOR
CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF SAN
BERNARDINO COMMUNITY FACILITIES DISTRICT NO.
2019-1 (MAINTENANCE SERVICES)
WHEREAS, the Mayor and City Council (the "City Council") of the City of San Bernardino (the "City") has heretofore adopted Resolution No. 2019-81, stating that a community facilities district to be known as "City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services), County of San Bernardino, State of California" (the "Community Facilities District"), is proposed to be established under the provisions of Chapter 2,5 (commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"), and fixing the time and place for a public hearing on the formation of the Community Facilities District; and
WHEREAS, notice was published and mailed to the owners of the property in the Community Facilities District as required by law relative to the intention of the City Council to establish the Community Facilities District and the levy of the special taxes therein to provide certain services, and of the time and place of said public hearing; and WHEREAS, on December 7, 2022, at the time and place specified in said published and mailed notice, the City Council opened and held a public hearing as required by law relative to the formation of the Community Facilities District, the levy of the special taxes therein and the provision of services by the Community Facilities District; and WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining to the formation of the Community Facilities District, the levy of the special taxes and the provision of services therein were heard, and a full and fair hearing was held; and WHEREAS, subsequent to said hearing, the City Council adopted resolutions entitled "Resolution of the City Council of the City of San Bernardino Establishing Calling An Election for the Purpose of Submitting the Question of the Levy of the Proposed Special Tax to the Qualified Electors of the Proposed Community Facilities District; Authorizing the Levy of Special Taxes; and Establishing the Appropriations Limit for the Proposed Community Facilities District" (the "Resolution of Formation") which resolution established the Community Facilities District, authorized the levy of a special tax within the District, and called an election within the District on Packet Pg. 1494
Ordinance No. MC-1607
2 the proposition of levying a special tax, and establishing an appropriations limit within the District; and
WHEREAS, an election was held within the Community Facilities District in which the sole eligible landowner elector approved said propositions by more than the two-thirds vote required by the Act.
THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO DO ORDAIN AS FOLLOWS:
SECTION 1. Findings. It is necessary that the City Council of the City of San Bernardino levy special taxes pursuant to Sections 53340 of the Government Code to provide and finance the costs of certain types of services, and related costs within the Community Facilities District, including (i) the maintenance and servicing of landscaping, lighting, water quality improvements, graffiti, streets, street sweeping, and park maintenance, (ii) a reserve fund for capital replacement, and (iii) administrative expenses, all as more completely described in Exhibit "A" to Resolution No. 2019-81, attached hereto and by this reference made a part hereof.
SECTION 2. Levy of Special Taxes. Special taxes shall be and are hereby levied for the Fiscal Year 2022-2023, and each Fiscal Year thereafter, on all parcels of real property within the District which are subject to taxation, which are identified in Exhibit "B" attached hereto. Pursuant to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and Lien priority in case of delinquency as is provided for ad valorem taxes.
SECTION 3. Transmittal to County. The City Clerk shall immediately, following adoption of this ordinance, transmit a copy hereof to the Board of Supervisors and the County Auditor of the County of San Bernardino together with a request that the special taxes as levied hereby be collected on the tax bills for the parcels identified in Exhibit "B" hereto, along with the ordinary ad valorem property taxes to be levied on and collected from the owners of said parcels.
SECTION 4. Authorization to Publish Ordinance. City Clerk of the City of San Bernardino shall certify to the adoption of this Ordinance and cause publication to occur in a newspaper of general circulation and published and circulated in the City in a manner permitted under section 36933 of the Government Code of the State of California.
SECTION 5. Effective Date. This ordinance shall become effective thirty (30) days after its adoption.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ____ day of _______, 2023.
Helen Tran, Mayor
City of San Bernardino
Packet Pg. 1495
Ordinance No. MC-1607
3 Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Pg. 1496
Ordinance No. MC-1607
4 CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of Ordinance No. MC-1607, introduced by the City Council of the City of San Bernardino, California, at a regular meeting held the ____ day of ______, 2023. Ordinance No. MC-1607was approved, passed and adopted at a regular meeting held the ____ day of ______, 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of _____, 2023.
Genoveva Rocha, CMC, City Clerk
Packet Pg. 1497
EXHIBIT A
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2019-1 before CFD No. 2019-1 was created.
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EXHIBIT B
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1”) Annexation No. 21 is currently comprised of four (4) parcels, located within the City boundaries.
The property is identified by the following San Bernardino County Assessor's Parcel Numbers (APNs).
APN Owner Name
0136-371-36 SBABP IV, LLC
0136-371-37 SBABP IV, LLC
0136-371-40 SBABP IV, LLC
0136-371-43 SBABP IV, LLC
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CFD NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 21
PROJECT MAP
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: January 18, 2023
To: Honorable Mayor and City Council Members
From: Daniel Hernandez, Agency Director of Public Works, Operations and Maintenance
Department: Public Works
Subject: Resolution Declaring Intent to Annex Territory:
Community Facilities District No. 2019-1 (Maintenance
Services): Annexation No. 31, Tax Zone No. 32
(Rancho Ave.) (Ward 3)
Recommendation:
Adopt Resolution No. 2023-017 of the Mayor and City Council of the City of San Bernardino, California, declaring its intention to annex territory into Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino, adopting a map of the area to be proposed (Annexation No. 31) and authorizing the levy of a special taxes therein.
Background
On June 5, 2019, the Mayor and City Council approved Resolution No. 2019-81 establishing Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the "CFD No. 2019-1" or "District") for the purpose of levying special taxes on parcels of taxable property to provide certain services which are necessary to meet increased demands placed upon the City.
Discussion
On July 17, 2019, the Mayor and City Council adopted Resolution No. 2019-178, establishing CFD No. 2019-1 pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (“Act”). CFD No. 2019-1 allows for the levy of special taxes on parcels of taxable property for the purpose of providing certain services which are necessary to meet increased demands placed by development upon the City.
Development projects are subject to conditions of approval that require projects to form/annex a maintenance district. These districts apply an annual fee or special tax upon properties within the District which provide the revenue to offset the cost of maintenance of the public improvements necessary to serve the development.
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The Developer has agreed to initiate and conduct the CFD annexation proceedings pursuant to the Act. To that end, the Developer has submitted a "Consent and Waiver" form, which is on file in the City Clerk's office that authorizes the City to (1) hold the election and declare election results; (2) shorten election time requirements; (3) waive analysis and arguments; (4) waive all notice requirements relating to the conduct of the election immediately following the public hearing. The public facilities and services proposed to be financed within the territory to be annexed to the District are the following:
1. Public lighting and appurtenant facilities, including streetlights within public rights-of-way and traffic signals; and
2. Maintenance of streets, including pavement management; and
3. City and County costs associated with the setting, levying and collection of the special tax, and in the administration of the District, including the contract administration and for the collection of reserve funds.
The proposed development includes approximately 13.28 gross acres of a zoned commercial property. The property is located north of W Rialto Avenue and east of N Rancho Avenue. At build out, this development will include a truck and trailer parking facility as a new Tax Zone No. 32 within CFD No. 2019-1, as shown in the boundary map and included in the Resolution of Intention as Exhibit “D”. In order to annex into CFD No. 2019-1, a Resolution of Intention to annex property must be approved to identify the facilities to be maintained and establish the maximum special tax for this Tax Zone. The Resolution of Intention shall also set the date and time for the public hearing.
The rate and method of apportionment of the special tax for this Tax Zone, (Tax Zone No. 32), is included as Exhibit “C” to the Resolution of Intention. The maximum annual special tax for this development has been calculated to be $452 per acre for FY 2023/24. This tax rate includes a Maximum Special Tax A of $358 per acre per year for maintenance services of public facilities and a Maximum Annual Special Tax B (Contingent) of $94 per acre per year. Special Tax B (Contingent) is for the maintenance and operation of the improvements described in Exhibit “B” attached hereto. If the Property Owners Association (POA) were to default of its obligation to maintain such improvements, the City would be able to collect funds to pay for those services. Annual Special Tax A and Annual Special Tax B (Contingent) rate are proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%.
Exhibit “H”, attached hereto, is a maintenance exhibit to illustrate which services will be maintained by the CFD and by the POA.
In order to annex property to CFD No. 2019-1 pursuant to the provisions of California Government Code Section 53311 et seq., the City must adopt a series of three statutorily required Resolutions and an Ordinance which are summarized below:
• Resolution declaring City intent to annex territory to Community Facilities District No. 2019-1 including the boundary of the area to be annexed and the Packet Pg. 1502
rate and method of apportionment of special taxes within the annexation area (the special tax applies only to properties within the annexation area). • Resolution calling an election to submit to the qualified electors the question of levying a special tax within the area proposed to be annexed to the District. • Resolution declaring the results of the election and directing the recording of the notice of special tax lien.
• Amend the Ordinance and order the levy and collection of special taxes in the District.
With the adoption of the Resolution of Intention, the Public Hearing would be scheduled for March 1, 2023.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No 1. Improved Operational & Financial Capacity and Key Target No 4. Economic Growth & Development. This project will contribute to ensure that the City is clean and attractive and provide infrastructure designed for long term economic growth.
Fiscal Impact
The individual property owner in the CFD will be responsible for annual payments of special taxes. Upon full completion of the development, it is estimated that there will be an annual collection of special tax revenues of approximately $4,760 from Special Tax A to be used to pay for maintenance costs.
On March 1 of each year, every taxable unit for which a building permit has been issued within the boundaries of the CFD will be subject to the special tax for the ensuing Fiscal Year. If the anticipated costs of maintaining the facilities in any given Fiscal Year, prior to buildout of the project, exceeds the special tax revenues available from parcels for which building permits have been issued, then the special tax may also be applied to property within recorded final subdivision maps, as well as other undeveloped property within the boundaries of the CFD.
All costs associated with annexation into the CFD have been borne by the Developer. By annexing into the CFD, the costs of maintaining improvements located within the development will be financed through special taxes levied on the parcels within CFD No. 2019-1 and not through the City’s General Fund.
Conclusion
Adopt Resolution No. 2023-017 of the Mayor and City Council of the City of San Bernardino, California, declaring its intention to annex territory into Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino, adopting a map of the area to be proposed (Annexation No. 31) and authorizing the levy of a special taxes therein.
Attachments
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Attachment 1 – Resolution of Intention No. 2023-017
Attachment 2 – Exhibit A - Description of Territory
Attachment 3 – Exhibit B - Description of Services
Attachment 4 – Exhibit C - Rate and Method of Apportionment Attachment 5 – Exhibit D - Boundary Maps
Attachment 6 – Exhibit E - Petition
Attachment 7 – Exhibit F - Notice of Public Hearing
Attachment 8 - Exhibit G - Special Election Ballot
Attachment 9 - Exhibit H - Maintenance Exhibit
Attachment 10 – Project Map
Ward:
Third Ward
Synopsis of Previous Council Actions:
June 5, 2019 Mayor and City Council adopted Resolution No. 2019-81, a Resolution of Intention to form Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino (the “Resolution of Intention”), pursuant to the provisions of the “MelloRoos Community Facilities Act of 1982”.
July 17, 2019 Resolution No. 2019-178 was adopted establishing Community Facilities District No. 2019-1; Resolution No. 2019-179 was adopted declaring election results for Community Facilities District No. 2019- 1; and first reading of Ordinance No. MC-1522 levying special taxes to be collected during FY 2019-20 to pay annual costs of maintenance, services and expenses with respect to Community Facilities District No. 2019-1.
August 7, 2019 Final reading of Ordinance No. MC-1522 levying special taxes to be collected during FY 2019-20 to pay annual costs of maintenance, services, and expenses with respect to Community Facilities District No. 2019-1.
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Resolution No. 2023-017
Resolution No. 2023-017
January 18, 2023
RESOLUTION NO. 2023-017
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY
INTO COMMUNITY FACILITIES DISTRICT NO. 2019-1
(MAINTENANCE SERVICES) OF THE CITY OF SAN
BERNARDINO, ADOPTING A MAP OF THE AREA TO BE
PROPOSED (ANNEXATION NO. 31) AND AUTHORIZING
THE LEVY OF A SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on June 5, 2019, the Mayor and City Council (the “City Council”) of the City of San Bernardino (the “City”) approved Resolution No. 2019-81 establishing Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of California, defined the "CFD No. 2019-1", for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet increased demands placed upon the City; and
WHEREAS, the Mayor and City Council has received a written instrument from the landowner in the CFD No. 2019-1 to initiate and conduct proceedings pursuant to the Act, to annex territory to CFD No. 2019-1 and consenting to the shortening of election time requirements, waiving analysis and arguments, and waiving all notice requirements relating to the conduct of the election; and
WHEREAS, the Mayor and City Council has been advised that certain property owners have requested that the area shown in Exhibit D be annexed territory to the boundaries of CFD No. 2019-1, that a rate and method of apportionment of the special tax to be levied therein be established.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. Intent to Annex. The Mayor and City Council hereby declares that it proposes and intends to conduct proceedings pursuant to Article 3.5 for the annexation to the Community Facilities District of the territory described in Exhibit A attached hereto. The Mayor and City Council determines that the public convenience and necessity require that such territory be annexed to the Community Facilities District.
SECTION 2. Name of the Community Facilities District. The name of the existing Community Facilities District is known as “Community Facilities District No. 2019-1 (Maintenance Services)”.
SECTION 3. Description of Territory Proposed to be Annexed, Annexation Map. The territory proposed to be annexed are included within the boundaries within which property may annex to CFD No. 2019-1 and are more particularly described and shown on that certain map Packet Pg. 1505
Resolution No. 2023-017
Resolution No. 2023-017
January 18, 2023
entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2019-1 (Maintenance Services) of the City of San Bernardino, County of San Bernardino, State of California,” as recorded on June 6, 2019, in Book 88 of Maps of Assessment and Community Facilities District, Page 33, and as Instrument No. 2019-0185395 in the official records of the County of San Bernardino. The territory proposed to be annexed to the CFD No. 2019-1 is described in Exhibit A, attached hereto, and by this reference made a part hereof. Such territory is also shown and described on the map thereof entitled "Annexation Map No. 31, Community Facilities District No. 2019-1 (Maintenance Services), City of San Bernardino, County of San Bernardino, State of California," which is on file with the City Clerk (the "Annexation Map") and attached hereto as Exhibit D.
SECTION 4. Description of Authorized Services. The services proposed to be financed by CFD No. 2019-1 (the “Services”) are described in Exhibit B attached hereto. The cost of providing the Services includes “incidental expenses,” which include costs associated of CFD No. 2019-1, determination of the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2019-1. The Services authorized to be financed by CFD No. 2019-1 are in addition to those currently provided in the territory of CFD No. 2019-1 and do not supplant services already available within that territory.
SECTION 5. Levy of Special Taxes. Except where funds are otherwise available, a special tax sufficient to pay the costs of the Services (including incidental expenses), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2019-1, will be levied annually within CFD No. 2019-1. The Rate and Method of Apportionment, and manner of collection of the special tax are specified in Exhibit C.
SECTION 6. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and Highways Code, the Mayor and City Council adopts the Annexation Map as the map of the area proposed to be annexed to the CFD No. 2019-1. Pursuant to Section 3111 of said Code, the City Clerk shall file the original of the Annexation map in his office and shall file a copy of the Annexation Map with the County Recorder of the County of San Bernardino no later than 15 days prior to the date of the hearing specified in Section 7 hereof.
SECTION 7. Public Hearing. The Mayor and City Council hereby fixes 7:00 p.m., or as soon thereafter as practicable, on Wednesday, March 1, 2023, at the Bing Wong Auditorium of the Norman F. Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92410, as the time and place when and where the Mayor and City Council will conduct a public hearing on the proposed annexation of the said territory to the CFD No. 2019-1.
SECTION 8. Notice of Public Hearing. The City Clerk is hereby directed to publish, or cause to be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2019-
1. The publication of said notice shall be completed at least seven days prior to the date herein fixed for said hearing. Said notice shall contain the information prescribed by Section 53322 of the Act.
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Resolution No. 2023-017
Resolution No. 2023-017
January 18, 2023
SECTION 9. Mailing Ballots. In anticipation of its action on Wednesday March 1, 2023, to call the election on the annexation for the same date, pursuant to waiver of election time limits from the landowners, the Mayor and City Council hereby authorizes the City Clerk to mail to each landowner in the territory proposed to be annexed to the CFD No. 2019-1 a ballot in substantially the form set forth in Exhibit G hereto. A copy of the waiver and consent form signed by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
SECTION 10. That the Mayor and City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
SECTION 11. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 12. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this ____ day of __________ 2023.
Helen Tran, Mayor
City of San Bernardino
Attest:
Genoveva Rocha, CMC, City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2023-017
Resolution No. 2023-017
January 18, 2023
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. 2023-___, adopted at a regular meeting held on the _ __ day of _____ __ 2023 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
REYNOSO _____ _____ _______ _______
CALVIN _____ _____ _______ _______
ALEXANDER _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ____ day of ____________ 2023.
Genoveva Rocha, CMC, City Clerk
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EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of San Bernardino Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1”) Annexation No. 31 is currently comprised of one (1) parcel, located within the City boundaries. The property is identified by the following San Bernardino County Assessor's Parcel Number (APN).
APN Owner Name
0142-211-29 Elliot Precision Block Co.
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EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any portions adjacent to the properties within CFD No. 2019-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to this resolution of intention.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2019-1 before CFD No. 2019-1 was created.
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EXHIBIT C
City of San Bernardino 1
Community Facilities District No. 2019-1 (Maintenance Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
OF THE CITY OF SAN BERNARDINO
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2019-1 (Maintenance Services) (the “CFD No. 2019-1” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2019, in an amount determined by the City Council of the City of San Bernardino, acting in its capacity as the legislative body of CFD No. 2019-1, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2019-1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation, annexation, and administration of CFD No. 2019-1 including, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2019-1, or any designee thereof associated with fulfilling the CFD No. 2019-1 disclosure requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2019-1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees including payment of a proportional share of salaries and benefits of any City employees and City overhead whose duties are related to the administration and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2019-1 for any other administrative purposes of CFD No. 2019-1, including attorney's fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes. “Administrator” means the City Manager of the City of San Bernardino, or his or her designee. “Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being levied, and that have not been issued a building permit on or prior to the March 1 preceding the Fiscal year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of San Bernardino. “Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County Assessor of the County.
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City of San Bernardino 2
Community Facilities District No. 2019-1 (Maintenance Services) “Building Square Footage” or “BSF” means the floor area square footage reflected on the original construction building permit issued for construction of a building of Non-Residential Property and any Building Square Footage subsequently added to a building of such Taxable Property after issuance of a building permit for expansion or renovation of such building. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31.
“CFD” or “CFD No. 2019-1” means the City of San Bernardino Community Facilities District No. 2019- 1 (Maintenance Services).
“City” means the City of San Bernardino.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs of Services as determined by the Administrator; less a credit for funds available to reduce the annual Special Tax B (Contingent) levy as determined by the Administrator. “County” means the County of San Bernardino.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual lots for which building permits may be issued without further subdivision. “Fiscal Year” means the period from and including July 1st of any year to and including the following June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an Assessor’s Parcel is assigned consistent with the land use approvals that have been received or proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B (Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property within CFD No. 2019-1.
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City of San Bernardino 3
Community Facilities District No. 2019-1 (Maintenance Services) “Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property within CFD No. 2019-1.
“Multi-Family Residential Property” means any Assessor’s Parcel of residential property that consists of a building or buildings comprised of attached Residential Units sharing at least one common wall with another unit.
“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a building permit(s) was issued for a non-residential use. The Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property. “Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s association established to maintain certain landscaping within a Tax Zone. “Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and (iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum Special Tax per acre is the same for all Parcels of Undeveloped Property with the same Tax Zone. “Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. “Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed Residential Units have been constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units. “Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2019-1 as set forth in the documents adopted by the City Council at the time the CFD was formed. “Single Family Residential Property” means any residential property other than Multi-Family Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax A Requirement. "Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal Year to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2019-1 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for maintenance services including but not limited to (i) maintenance and lighting of parks, parkways, streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A Requirement include funds for Bonds.
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Community Facilities District No. 2019-1 (Maintenance Services) “Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2019-1, which are not Exempt Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre. "Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies the Tax Zone in CFD No. 2019-1 at formation; additional Tax Zones may be created when property is annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1. "Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2019-1 shall be classified as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed Property and Approved Property shall be classified as either Residential Property or Non-Residential Property. Residential Property shall be further classified as Single Family Residential Property or Multi-Family Residential Property and the number of Residential Units shall be determined by the Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Residential Property, all such Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon as specified in or shown on the building permit(s) issued or Final Map as determined by the Administrator. For Parcels of undeveloped property zoned for development of single family attached or multi-family units, the number of Residential Units shall be determined by referencing the condominium plan, apartment plan, site plan or other development plan, or by assigning the maximum allowable units permitted based on the underlying zoning for the Parcel. Once a single family attached or multi-family building or buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual number of Residential Units contained within the building or buildings, and the Special Tax A levied against the Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential Unit identified for the Tract below or as included in Appendix A as each Annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Non-Residential Property, all such Assessor’s Packet Pg. 1514
City of San Bernardino 5
Community Facilities District No. 2019-1 (Maintenance Services) Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map as determined by the Administrator. Once the Administrator determines the actual number of Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the Tax Zone below or as included in Appendix A as each Annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for Developed Property for Fiscal Year 2019-2020 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential Property RU $961
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Developed Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. (iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved property Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 2 below:
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Community Facilities District No. 2019-1 (Maintenance Services) TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 17170 Single Family Residential RU $961
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Approved Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped Property for Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 17170 Acre $4,338
On each July 1, commencing on July 1, 2020 the Maximum Special Tax A for Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or (d) The POA fails to provide the Contingent Services at the same level as the City provides similar services and maintains similar improvements throughout the City and within ninety (90) days after written notice from the City, or such longer period permitted by the City Manager, fails to remedy the deficiency to the reasonable satisfaction of the City Council. a. Developed Property
(i) Maximum Special Tax B (Contingent)
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Community Facilities District No. 2019-1 (Maintenance Services) The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
(ii) Increase in the Maximum Special Tax B (Contingent) On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Developed Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. (iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final. b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Single Family Residential Property RU $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Approved Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Packet Pg. 1517
City of San Bernardino 8
Community Facilities District No. 2019-1 (Maintenance Services) Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2019-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2019-20 within the Tax Zone is identified in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 17170 Acre $0
On each July 1, commencing on July 1, 2020 the Maximum Special Tax B (Contingent) for Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2019-20 and for each following Fiscal Year, the Council shall determine the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of Taxable Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement for each Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax A Requirement for such Tax Zone;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone after the first step has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for each following Fiscal Year, the City Council shall determine the Contingent Special Tax B (Contingent) Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Packet Pg. 1518
City of San Bernardino 9
Community Facilities District No. 2019-1 (Maintenance Services) Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals the Special Tax B ( Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) Shall be levied for each Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy the Contingent Special Tax B Requirement;
Second: If additional moneys are needed to satisfy the Contingent Special Tax B Requirement after the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax B (Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Contingent Special Tax B Requirement after the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2019-1 from time to time. As each annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services. Based on this analysis, the property to be annexed, pursuant to California Government Code section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2019-1, any Assessor’s Parcels; (i) which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) with public or utility easements making impractical their utilization for other than the purposes set forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for public uses; or (iv) which is in use in the performance of a public function as determined by the Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. A representative(s) of CFD No. 2019-1 shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).
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Community Facilities District No. 2019-1 (Maintenance Services) I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 2019-1 may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.
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Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX A
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services- The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2023-24. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2019-1.
TAX ZONE 32
PM 20334
Item Description Estimated Cost
1 Lighting $300
2 Streets $3,415
3 Reserves $45
4 Admin $1,000
Total $4,760
Special Tax B Contingent Services – The estimate in the table below breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2023-24. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2019-1 Tax Zone 32.
TAX ZONE 32 (CONTINGENT SERVICES)
PM 20334
Item Description Estimated Cost
1 Streets $242
2 Admin $1,000
Total $1,242
TAX ZONE 32
FY 2023-24 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Non-Residential Property Acre $358 $94
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Community Facilities District No. 2019-1 (Maintenance Services) TAX ZONE 32
FY 2023-24 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre $358 $94
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Community Facilities District No. 2019-1 (Maintenance Services)
TAX ZONE SUMMARY
Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B Subdivider
Original 1 17170 2019-20 $961 / RU $0 / RU Santiago Communities, Inc. 1 2 17329 2019-20 $473 / RU $0 / RU JEC Enterprises, Inc. 2 3 PM 19814 2020-21 $608 / Acre $0 / Acre GWS #4 Development, LLC 3 4 0266-041-39 2019-20 $1,136 / Acre $0 / Acre Devore Storage Facility, LLC 4 5 TR 20006 2020-21 $344 / RU $57 / RU TH Rancho Palma, LLC 5 6 PM 19701 2020-21 $1,895 / Acre $528 / Acre Strata Palma, LLC 6 7 PM 20112 2020-21 $3,197 / Acre $0 / Acre San Bernardino Medical Center LLC 7 8 TR 20293 2021-22 $2,913 / Acre $334 / Acre ICO Fund VI, LLC 8 9 LM 2019-021 2021-22 $815 / Acre $232 / Acre TR 2600 Cajon Industrial LLC 9 10 TR 20189 2021-22 $490 / Acre $154 / Acre Central Commerce Center, LLC 10 11 LD 1900086 2021-22 $1,472 / Acre $0 / Acre Lankershim Industrial, LLC 11 12 TR 20305 2022-23 $175 / Acre $0 / Acre Prologis, LP 12 13 LLA 2020-004 2022-23 $1,169 / Acre $0 / Acre Dreamland Real Estate Holdings 13 14 TR 5907 2022-23 $2,268 / Acre $0 / Acre Magic Laundry Services, Inc. 14 15 0136-191-21 2022-23 $5,277 / Acre $0 / Acre Ahmad Family Trust 15 16 TR 20216 2022-23 $7,089 / Acre $0 / Acre Gateway SB, LLC 16 17 TR 20145 2022-23 $646 / RU $0 / RU RCH-CWI Belmont, LP 17 18 CUP 20-07 2022-23 $7,433 / Acre $0 / Acre George A. Pearson 18 19 TR 20258 2022-23 $588 / RU $0 / RU RGC Family Trust 19 20 LM 21-10 2022-23 $5,284 / Acre $0 / Acre 170 East 40th Street, LLC 320 21 LM 22-04 2022-23 $6,397 / Acre $0 / Acre 108 Highland, LP 21 22 LM 2021-013 2022-23 $807 / Acre $0 / Acre SBABP IV, LLC 22 23 TR 4592 2022-23 $847 / Acre $320 / Acre 1300 E Highland Ave LLC 23 24 LLA 2020-005 2022-23 $1,385 / Acre $978 / Acre Vone SB, LLC 24 25 TR 20494 2022-23 $174 / RU $17 / RU PI Properties, LLC 25 26 TR 20495 2022-23 $204 / RU $45 / RU Pacific West Company, et al. 26 To Be Determined
27 28 PM 20320 2022-23 $1,851 / Acre $292 / Acre SB Drake Central Avenue LLC 28 29 TR 17329 2023-24 $347 / RU $0 / RU Verdemont Ranch 20, LLC 29 30 LL 2022-11 2022-23 $922 / Acre $372 / Acre CIVF VI – CA1W01, LLC 30 31 PM 20143 2022-23 $2,957 / Acre $1,855 / Acre California Cajun Properties LLC 31 32 PM 20334 2023-24 $358 / Acre $94 / Acre Elliott Precision Block Co. 32 33 PM 3613,
4230 & 4250 2022-23 $1,094 / Acre $186 / Acre S.B. Universal Self Storage LLC Packet Pg. 1523
City of San Bernardino 14
Community Facilities District No. 2019-1 (Maintenance Services)
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2020 the Maximum Special Tax shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
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Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX B
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2019-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2019-1; as well as local roads within residential subdivisions located within CFD No. 2019-1; and any portions adjacent to the properties within CFD No. 2019-1; and In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2019-1 or for the benefit of the properties within the boundaries of CFD No. 2019-1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2019-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2019-1 before CFD No. 2019-1 was created.
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City of San Bernardino 16
Community Facilities District No. 2019-1 (Maintenance Services)
APPENDIX C
CITY OF SAN BERNARDINO
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES Packet Pg. 1526
0142-211-29
RANCHO AVE
PENSYLVANIA AVE
RIALTO
AVE
ANNEXATION MAP NO. 31
COMMUNITY FACILITIES DISTRICT NO. 2019-1
(MAINTENANCE SERVICES)CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
SHEET 1 OF 1 SHEET
THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2019-1(MAINTENANCE SERVICES), OF THE CITY OF SANBERNARDINO, COUNTY OF SAN BERNARDINO, STATE OFCALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONJUNE 6, 2019 IN BOOK 88 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 32 ANDAS INSTRUMENT NO. 2019-0185323 IN THE OFFICE OF THECOUNTY RECORDER OF THE COUNTY OF SAN BERNARDINO,STATE OF CALIFORNIA. I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSEDBOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2019-1(MAINTENANCE SERVICES) FOR THE CITY OF SAN BERNARDINO,COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WASAPPROVED BY THE CITY COUNCIL OF THE CITY OF SANBERNARDINO AT A REGULAR MEETING THEREOF, HELDON THE ____ DAY OF ____________________, 20 ____. BY ITS RESOLUTION NO. ____________________ _________________________________________CITY CLERK, CITY OF SAN BERNARDINO FILED IN THE OFFICE OF THE CITY CLERK THIS _____ DAY OF________, 20 ____. _________________________________________ CITY CLERK, CITY OF SAN BERNARDINO CFD 2019-1
TAX ZONE 32
^_
£¤66
·|}þ18
·|}þ210
§¨¦215
§¨¦10
£¤66
THIS ANNEXATION MAP CORRECTY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2022-23. -
LEGEND
ANNEXATION AREA BOUNDARYPARCEL LINECITY BOUNDARY
XXXX-XXX-XX ASSESSOR PARCEL NUMBER (APN)
32 TAX ZONE
32 THIS MAP WAS FILED UNDER DOCUMENT NUMBER_____________, THIS _______ DAY OF _______, 20 ____,AT _____ M. IN BOOK _____ OF ______________ AT PAGE ____,AT THE REQUEST OF CITY OF SAN BERNARDINO IN THE AMOUNTOF $_____________. CHRIS WILHITE ASSESSOR-RECORDER SAN BERNARDINO COUNTYBY:________________________________
DEPUTY RECORDER
SAN BERNARDINO COUNTY RECORDER'S CERTIFICATE
EXHIBIT D
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EXHIBIT E
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EXHIBIT F
NOTICE OF PUBLIC HEARING ON INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT 2019-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 31)
NOTICE IS HEREBY GIVEN that the City Council of the City of San Bernardino on January 18, 2023 adopted its Resolution No. 2023-___, in which it declared its intention to annex territory to existing Community Facilities District No. 2019-1 (Maintenance Services) (the "CFD No. 2019-1"), and to levy a special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code.
The resolution describes the territory to be annexed and describes the rate and method of apportionment of the proposed special tax. No change in the tax levied in the existing CFD No. 2019-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 7:00 p.m., or as soon thereafter as practicable, Wednesday, March 1, 2023 at the Bing Wong Auditorium of the Norman F. Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, as the time and place when and where the City Council will conduct a public hearing on the annexation of territory to CFD No. 2019-1. At the hearing, the testimony of all interest persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and to the extent participation in the March 1, 2023 meeting must occur by teleconference, videoconference, or other electronic means authorized by the Ralph M. Brown Act or an Executive Order of the Governor of California, the means and methods for participating the meeting shall be posted on the Agenda for said meeting, which shall be posted at least 72 hours prior to the meeting on the City of San Bernardino (www.sbcity.org), and outside of the Bing Wong Auditorium of the Norman F.
Feldheym Public Library at 555 W. 6th Street, San Bernardino, California, 92410. A copy of the Agenda will be made available upon request to the San Bernardino City Clerk's office at 909-384-5002.
DATED: ____________, 2023 _________________________________________ City Clerk of the City of San Bernardino
PUB: _______________, 2023
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EXHIBIT G
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES) ANNEXATION NO. 31
(March 1, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2019-1 (Maintenance Services) (“CFD No. 2019-1”) of the City of San Bernardino:
Name of Landowner Number of Acres Owned Total Votes
Elliot Precision Block Co. 13.28 14
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of San Bernardino (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to form the CFD No. 2019-1, City of San Bernardino, County of San Bernardino, State of California. Please advise the City Clerk, at (909) 384-5002 if the name set forth below is incorrect or if you are no longer one of the owners of these parcels. This special tax ballot may be used to express either support for or opposition to the proposed special tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an individual, by an authorized representative of the owner. The ballot must then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than February 15, 2023, two calendar weeks prior to the date set for the election.
Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on March 1, 2023, at the Clerk’s office at 201 N. “E” Street, Bldg A, City of San Bernardino, CA 92401.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on March 1, 2023.
Very truly yours,
Genoveva Rocha, CMC, City Clerk
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TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Elliot Precision Block Co.
Attn: Melvin G. Elliot
157 N. Rancho Ave.
San Bernardino, CA 92410
0142-211-29
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2019-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of San Bernardino be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2019-1 (Maintenance Services) adopted by the City Council on January 18, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 31 of Community Facilities District No. 2019-1 (Maintenance Services) City of San Bernardino” to finance certain services as set forth in Section 4 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2019-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on ____________, 20__.
Melvin G. Elliot
President
Signature
Print Name
Title
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EXHIBIT H
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PEN
SYLVA
N
AI AVE
R
A
N
C
H
O
AVE
NARANGA ST
RIALTO AVE
^_
£¤66
MILL ST
16TH ST
SPRUCE ST
S EI RRA WA
NINTH ST Y
CAMPUS WAY
2ND ST
MAGNOLIA AVE
ORANGE SHOW RD
4TH ST RANCHO AVE
17TH ST
BASE LINE ST
SECOND ST
PEPPER AV
PACIFIC ST
CEDAR AVE
T PI PECANOE ST
CENTRAL AVE
MER DI AI N AVE
SAN BERNARDINO AVE
MT VERNON AVE
NORMAN RD
PENNSYLVANIA AVE
WATERMAN AVE
CITRUS AVE
EUCALYPTUS AVE
ACADEMY ST
MT V. IEW AVE
COLTON AVE
REDLANDS BLVD
MILL ST
§¨¦215
£¤66
CFD NO. 2019-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 31
PROJECT MAP
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: January 18, 2023
To: Honorable Mayor and City Council Members
From: Daniel Hernandez, Agency Director of Public Works, Operations, and Maintenance
Department: Public Works
Subject: License Agreement with DP Industrial Parkway, LLC Recommendation:
It is recommended that the Mayor and City Council of San Bernardino, California, adopt Resolution No. 2023-018:
1. Authorizing a License Agreement with DP Industrial Parkway, LLC, a Delaware limited liability company, for the construction of improvements that include a driveway, block wall, trailer parking, and paving located at 5770 Industrial Parkway, San Bernardino, California; and
2. Directing the City Manager or designee to execute the Agreement; and
3. Finding that the project is covered by the mitigated negative declaration previously approved for the 5770 Industrial Parkway project pursuant to the California Environmental Quality Act.
Background
On February 14, 2022, the Public Works Department received a request from DP Industrial Parkway, LLC, for a license agreement to encroach areas located within the public right-of-way within the City of San Bernardino. The proposed encroachment area is defined as the southwesterly corner of Industrial Parkway, attached herein as “Exhibit A-1”, extending to the southeasterly corner of Palm Avenue, herein attached as “Exhibit A-2”. The proposed encroachment will consist of pavement, landscaping, and a block wall, as more particularly described in Exhibits “B-1 & B-2”, attached herein.
DP Industrial Parkway, LLC, is in the process of developing a 46,160 square foot logistics shipping facility on two parcels, one of which is vacant and the other is currently operating as a pallet yard and repair business. The existing property Packet Pg. 1538
improvements consist of an office and warehouse building, miscellaneous industrial buildings, equipment, paving for access and parking, street improvements for the former alignments of Palm Avenue and Industrial Parkway, mature landscaping, and chain link fencing. Portions of the property that are currently unpaved will be paved with asphalt for access and parking. One truck terminal building is proposed, which includes 141 loading docks and an office area of approximately 6,000 square feet.
Discussion
The City’s standard License Agreement for encroachments within the public rightof-way protects the City’s interest in the right-of-way while giving the Licensee permission to occupy the right-of-way in such a manner as to have as little impact to the public’s use as possible. If in the future, the City requires the reconfiguration or modification of the public right-of-way, the permission granted within the License Agreement is subservient to the City’s paramount right and interest in the public right-of-way. Pursuant to the License Agreement, the Licensee shall indemnify, defend, and hold harmless the City from any costs, claims, damages, injuries, or liability arising from the Licensee’s use of the public right-of-way under the License Agreement.
Environmental Review
In accordance with the California Environmental Quality Act (CEQA) and State CEQA Guidelines Section 15063 (Initial Study), the Planning Division accepted an Initial Study/Mitigated Negative Declaration prepared in connection with Development Code Amendment (Zoning Map Amendment) 21-03 and Development Permit Type-D 21-15 (Project).
Pursuant to Section 15072 of CEQA, a Notice of Intent to Adopt a MND was posted on April 9, 2022, for the CEQA-mandated twenty (20) day public review and comment period. During the twenty (20) day public review period, two comments were received and the Final MND was prepared. On June 14, 2022, the Planning Commission adopted Resolution No. 2022-024-PC forwarding a recommendation to the Mayor and City Council recommending the adoption of the MND under the CEQA for the Project. On September 21, 2022, the City Council adopted Ordinance MC-1593 and Resolution No. 2022-188, adopting the MND and approving a Mitigation Monitoring and Reporting Program for the Project and approving the Project.
The currently proposed approval of a License Agreement for the encroachment of improvements that include a driveway, block wall, trailer parking, and paving located at 5770 Industrial Parkway is necessary to implement improvements which were analyzed in the MND. No subsequent negative declaration or environmental impact report is required pursuant to State CEQA Guidelines Section 15162 because the current actions:
• do not constitute substantial changes to the Project that will require major revisions of the MND due to the involvement of new significant environmental Packet Pg. 1539
effects or a substantial increase in the severity of previously identified significant effects;
• do not constitute substantial changes with respect to the circumstances under which the Project is undertaken that will require major revisions of the MND due to the involvement of new significant environmental effects or a substantial increase in the severity of the previously identified significant effects; or
• do not contain new information of substantial importance that was not known and could not have been known with the exercise of reasonable diligence at the time the MND was adopted showing any of the following: (i) the current actions will have one or more significant effects not discussed in the MND; (ii) significant effects previously examined will be substantially more severe than shown in the MND; (iii) mitigation measures or alternatives previously found not to be feasible would in fact be feasible and would substantially reduce one or more significant effects of the Project, but the Council declined to adopt such measures; or (iv) mitigation measures or alternatives considerably different from those analyzed in the MND would substantially reduce one or more significant effects on the environment, but which the Council declined to adopt.
2021-2025 Strategic Targets and Goals
This project is consistent with Key Target No. 4 Economic Growth & Development. The approval of this License Agreement helps the property owner ensure that the City is clean and attractive while also protecting the City’s right of way for future use.
Fiscal Impact
Costs incurred with this action have been offset by the non-refundable administrative fee of $1,535.30 which has been paid in full by the applicant. An annual license fee of $346.80 will be collected for each year the agreement remains in effect, due on the first of each year.
Conclusion
It is recommended that the Mayor and City Council of San Bernardino, California, adopt Resolution No. 2023-018:
1. Authorizing a License Agreement with DP Industrial Parkway, LLC, a Delaware limited liability company, for the construction of improvements that include a driveway, block wall, trailer parking, and paving located at 5770 Industrial Parkway, San Bernardino, California; and
2. Directing the City Manager or designee to execute the Agreement; and
3. Finding that the project is covered by the mitigated negative declaration Packet Pg. 1540
previously approved for the 5770 Industrial Parkway project pursuant to the California Environmental Quality Act.
Attachments
Attachment 1 Resolution No. 2023-018
Attachment 2 Exhibit “A-1 & B-1” – Industrial Parkway Encroachment Area Attachment 3 Exhibit “A-2 & B-2” – Palm Avenue Encroachment Area Attachment 4 Exhibit C - License Agreement
Ward:
Sixth Ward
Synopsis of Previous Council Actions:
None
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Resolution No. 2023-018
Resolution 2023-018
January 18, 2023