Packet Page 1353
Estimate
Date
6/27/2025
Estimate #
10652
Name/Address
City of San Bernardino PD
Accounts Payable
710 North D Street B-Bldg-PSG
San Bernardino, CA 92401
Ship To
City of San Bernardino PD
Jason Suarez
[email protected]
ECS Imaging, Inc.
5905 Brockton Ave. Suite C
Riverside, CA 92506-2416
(951)-787-8768
(951)-787-0831 fax
P.O. No.
Annual Renewal
Terms
Net 30
Due Date
7/27/2025
Rep
LFav
Phone
951-787-8768
Standard Processing Fee Added to all Credit Card Payments* Total
Subtotal
Sales Tax (8.0%)
Description Qty Rate Total
ECS Gold Priority Support consists of 34 hours of on-line or on-site support time, unlimited phone support, and a 4 hour response time for most services offered by ECS including Laserfiche tech support, installations, configurations of workflow and forms, and integration services. Support beginning 07/28/2025 and expiring 07/27/2026.
An additional 5 hours of Professional Services for version updates, during normal business hours, is included. Additional on-line or on-site support will be billed at your current hourly support rate.
Minimum on-site time is calculated at 2 hours. ECS may allow planned after hours support in rare circumstances. In these circumstances Priority Support will be billed at double the hourly rate.
1 5,950.00 5,950.00
**Your current organization LSAP's expire on 07/27/2025 - Laserfiche imposes a 10% reinstatement fee for each month of an expired LSAP - support may be effected if your payment is not received in our office at least 7 days prior to the expiration date** 1 0.00 0.00
All Software, Licenses and Updates will be downloaded from the Laserfiche website.
LSAP= LaserFiche Software Assurance Plan includes product updates and enhancements for 12 months.
0.00 0.00
$20,046.25
$20,046.25
$0.00
Packet Page 1354
Solutions Simplified
3626 Fair Oaks Blvd. Suite 100
Sacramento, CA 95864
www.solutionssimplified.net Date:
A Certified Women-Owned Business Quote #:
Valid Until:
Prepared By: Rachel DaValle FEIN: 47-5088841
Phone: 530-521-0576 Seller's Permit: 102-806808
Fax: 916-244-0351 DUNS: 80004788
Email: [email protected] CAGE: 7GNN0
CUSTOMER
Rolland Kornblau Delivery: Electronic
City of San Bernardino FOB: Destination, Freight PPD
300 N D St Payment Terms: Net 45
San Bernardino, CA 92418 Contract #: SLP-21-70-0181N
[email protected]
909-384-5947 x3017
ITEM # PART # DESCRIPTION QTY UNIT PRICE EXT PRICE TAXED 1 APT-0488 20000 $3.37 $67,400.00 N
2 APT-0148 1 $14,828.00 $14,828.00 N
Subtotal $82,228.00
NOTES: Tax Rate 8.75%
1. This quote is valid for 30 days from original quote date Tax $0.00 unless otherwise specified above. Total $82,228.00
2. We accept Purchase Order, Visa, Mastercard, & AMEX.
3. Orders placed on a credit card are subject to a 3% fee.
4. Our product return window is 30 days from receipt of order.
THANK YOU FOR YOUR BUSINESS!
QUOTE
6/17/2025
13943
9/30/2025
Please contact us if you have any questions or need further information.
DocuSign Enterprise Pro for Gov - Env
DocuSign, Inc. - APT-0488
Start Date: 10/01/2025
End Date: 09/30/2026
Enterprise Premier Support 22% of Recurring Fees
(22% of List Price per $100 of List License Fees)
DocuSign, Inc. - APT-0148
Start Date: 10/01/2025
End Date: 09/30/2026
Packet Page 1355
CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: July 16, 2025
To: Honorable Mayor and City Council Members
From: Bill Gallardo, Interim City Manager;
Lynn Merrill, Director of Public Works
Department: Public Works
Subject: Authorize a Vendor Services Agreement with DM & G Construction and Engineering Services Inc. for
Installation of Guardrails in the amount of $393,560
(All Wards)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Authorize the City Manager to execute a Vendor Services Agreement with DM & G Construction and Engineering Services Inc. for the installation of guardrails; and
2. Authorize the Director of Finance and Management Services to issue a purchase order not to exceed the amount of $193,560 for FY 25/26; and
3. Authorize the Director of Finance and Management Services to issue a purchase order not to exceed the amount of $100,000 for FY 26/27 and $100,000 for FY 27/28.
Executive Summary:
The proposed agreement with DM & G Construction and Engineering Services will allow the City to install and maintain guardrails that protect motorists, pedestrians, and infrastructure. Guardrails serve as critical roadside safety features, particularly in areas such as curves, slopes, and near fixed objects. This agreement will be funded by Gas Tax and Traffic Safety funds. It supports the City’s roadway safety goals by proactively addressing locations where barriers are necessary to reduce crash severity.
Background
The Public Works Department, through its Traffic Engineering section, is responsible for evaluating and addressing roadway safety needs throughout the Packet Page 1356
City. Based on traffic analysis, collision data, and field inspections, certain roadway segments have been identified as needing guardrail installations to protect both the traveling public and roadside infrastructure.
Guardrails are designed to prevent vehicles from leaving the roadway and to shield hazards such as embankments, utility poles, culverts, roadside land uses or fixed objects. The scope of this agreement includes:
• New guardrail installation at identified locations, and minor associated improvements, including terminal end treatments and posts.
This proactive infrastructure enhancement effort is based on a combination of engineering analysis and community safety priorities.
Public Works staff uses the following criteria to assess and prioritize guardrail installation:
• Field inspections conducted by engineering staff
• Roadway risk assessments
• Citizen and stakeholder feedback received through CRM • Evaluation of roadway geometry and proximity to hazards Discussion
The Vendor Service Agreement with DM & G Construction and Engineering Services Inc. outlines the installation of guardrails throughout the City. The agreement is in the amount of $193,560 for the next fiscal year of 2025/2026. The term of the proposed agreement shall be from July 16, 2025 to June 30, 2028.
The scope of work includes materials, equipment, and traffic control necessary to install a complete metal beam guardrail system in accordance with Caltrans Standard Plan A77 (latest edition). The project is expected to be completed within this fiscal year timeframe, with work anticipated to begin immediately upon contract execution. This agreement ensures timely delivery of critical safety improvements as identified by the Public Works Department.
On February 27, 2025, the Traffic Engineering section of Public Works, with the Purchasing Department, initiated a formal process to solicit proposals for the guardrail installation. Request for Qualifications RFA No. F-25-4034 with a due date of March 27, 2025. The solicitation resulted in three proposals that were evaluated based on responsiveness and cost. DM & G Construction and Engineering Services submitted a competitive proposal and demonstrated qualification in performing guardrail work for public agencies.
This selection was based on the lowest quote received as shown below:
Vendor City Cost
DM&G Construction and
Engineering Services Chino , CA $64,825
Packet Page 1357
Ferreria Construction Co Rancho
Cucamonga, CA $249,000
Global Builders Inc Laguna , CA $170,000
Staff recommends awarding the agreement to DM & G based on their experience, proposed pricing, and recent performance on similar contracts. The award is based on the unit cost of $129.65 per linear foot, which is the most competitive of the three vendors and represents the best pricing the City has received. The initial list of locations scheduled for Guardrail installation is as follows:
1- 40th St and Conejo Dr-Southbound at the T- Intersection. 2- Southwest corner of Waterman Ave at 28th Street.
3- Little Mountain Dr and Little Mountain Court at the Southwest corner. 4- West side of E Street and Hospitality Lane North of the Driveway at the intersection. 5- West side of E Street and Hospitality Lane south of the second driveway by the SCE transmission lines.
6- San Anselmo Ave and Donald St at the Curve.
Also, the guardrail installation is not only limited to the locations listed above. Under this vendor service agreement, guardrail will also be installed at other locations, upon request and as needed to prevent vehicles from leaving the roadway based on the traffic analysis.
The term of the proposed agreement shall be from July 16, 2025, to June 30, 2028. 2021-2025 Strategic Targets and Goals
This project is consistent with Key Strategic Target and Goal No. 3c: Improved Quality of Life - Evaluate and enhance the quality of public safety services. Guardrail installation is an effective way of preventing vehicles from running off the roadway.
Fiscal Impact
There is no General Fund impact associated with this item. Sufficient funds exist in the FY 2025/26 adopted budget. Funding for future years will be accounted for in the future budget cycles, as this will be a contractual obligation.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California:
1. Authorize the City Manager to execute a Vendor Services Agreement with DM & G Construction and Engineering Services Inc. for the installations of guardrails; and
2. Authorize the Director of Finance and Management Services to issue a purchase order not to exceed the amount of $193,560 for FY 25/26; and Packet Page 1358
3. Authorize the Director of Finance and Management Services to issue a purchase order not to exceed the amount of $100,000 for FY 26/27 and $100,000 for FY 27/28.
Attachments
Attachment 1 Vendor Services Agreement with DM & G Construction and Engineering Services
Ward:
All Wards
Synopsis of Previous Council Actions:
None
Packet Page 1359
1 ON-CALL VENDOR SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND DM & G CONSTRUCTON AND ENGINEERING SERVICES, Inc.
This Agreement is made and entered into as of July 16, 2025 (“Effective Date”) 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 DM & G construction Engineering Services, a corporation in California with its principal place of business at 13760 Mountain Ave, Chino, CA 91710 (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 vendor services for the following project:
Guardrail Installation Services (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.” The services shall be more particularly described in the individual Task Order issued by the City or its designee. No services shall be performed unless authorized by a fully executed Task Order in the form attached hereto as Exhibit “B”.
3. Vendor Practices. All vendor 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.
Packet Page 1360
2 a. Consultant shall receive compensation, including authorized reimbursements, for all services rendered under this Agreement at the rates set forth in the Schedule of Charges attached hereto as Exhibit “A” and incorporated herein by this reference. The maximum compensation for services to be provided pursuant to each Task Order shall be set forth in the relevant Task Order. The total aggregate compensation paid to Consultant under this Agreement shall not exceed the amount set forth in Section 4(b) below.
b. In no event shall the total amount paid for services rendered by Consultant under this Agreement and all Task Orders issued hereunder not to exceed the sum of $193,560 FY 25/26, $100,000 FY 26/27, $100,000 27/28. 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 and no price increases will be permitted during the first year of this Agreement, unless agreed to by City and Consultant in writing. All Items - (Series ID# CUURS49CSA0) Riverside-San Bernardino – Ontario, CA areas for the twelve (12) month period January through January immediately preceding the adjustments and be subject to City’s sole discretion and approved (if needed) for budget funding by the City Council.
6. Term. The term of this Agreement shall commence on the Effective Date and continue through June 30, 2028, 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 Packet Page 1361
3 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 a Task Order from the City to proceed.
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.
Packet Page 1362
4 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 practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the industry 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 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.
Packet Page 1363
5 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 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.
Packet Page 1364
6 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).
(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.
Packet Page 1365
7 f. Privacy/Network Security (Cyber)
At all times during the performance of work under this Agreement, the Designer shall maintain privacy/network security insurance, in a form and with insurance companies acceptable to the City, for: (1) privacy breaches, (2) system breaches, (3) denial or loss of service, and (4) the introduction, implantation or spread of malicious software code.
g. Aviation and/or Drone Liability (Removed
h. Minimum Policy Limits Required
(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.
i. 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 Packet Page 1366
8 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. j. 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 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. k. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
Packet Page 1367
9 (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.
l. 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 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. m. 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 Packet Page 1368
10 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 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 Packet Page 1369
11 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
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 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.
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12 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 the property of the City.
27. Organization. Consultant shall assign Greg Smith and Hector Mendoza 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: Lynn Merrill Director of Public
Works
With Copy To:
City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
CONSULTANT:
DM & G Construction and Engineering
Services Inc. Attn: Nicholas Lizarraga,
13760 Mountain Ave, Chino , CA 91710
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 Packet Page 1371
13 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 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.
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14 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.
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. Order of Precedence.
The following order and succession of the referenced documents shall govern in the event of conflict between documents:
1. Amendment(s)
2. This Agreement
3. Task Orders
44. Electronic Signatures. 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 ON-CALL VENDOR SERVICES AGREEMENT
BETWEEN THE CITY OF SAN BERNARDINO
AND DM & G CONSTRUCTION AND ENGINEERING SERVICES INC.
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF SAN BERNARDINO
APPROVED BY:
Bill Gallardo
Interim City Manager
ATTESTED BY:
Telicia Lopez, CMC
Acting City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
CONSULTANT
DM& G Construction and Engineering
Services Inc.
APPROVED BY:
NICHOLAS LIZARRAGA
DIRECTOR
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16 EXHIBIT A
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17 EXHIBIT B
Sample Task Order Form
TASK ORDER
Task Order No. _______
Agreement: [INSERT TITLE OF AGREEMENT]
Consultant: [INSERT NAME OF CONSULTANT]
The Consultant is hereby authorized to perform the following services subject to the provisions of the Agreement identified above:
List any attachments: (Please provide if any.)
Dollar Amount of Task Order: Not to exceed $_____,_____.00 Completion Date: _____________
The undersigned Consultant hereby agrees that it will provide all equipment, furnish all materials, except as may be otherwise noted above, and perform all services for the work above specified in accordance with the Agreement identified above and will accept as full payment therefore the amount shown above.
CITY OF SAN BERNARDINO [INSERT NAME OF CONSULTANT]
Dated: Dated:
By: By:
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: July 16, 2025
To: Honorable Mayor and City Council Members
From: Bill Gallardo, Interim City Manager;
Lynn Merrill, Director of Public Works
Department: Public Works
Subject: Approve Decommissioning Two Traffic Signals (Ward 1) Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California adopt Resolution No. 2025-337, Approving the decommissioning of two traffic signals at the intersections of 4th Street and F Street and 4th Street and G Street.
Executive Summary
The Public Works Department proposes decommissioning two existing traffic signals at the intersections of 4th Street and F Street and 4th Street and G Street. The removals of these signals are expected to improve the overall traffic flow and assignments of right of way for vehicles entering the intersections. Following the decommissioning, Public Works will install an appropriate All-Way stop control. All work will be performed in accordance with the applicable California Manual on Uniform Traffic Control Devices (CA MUTCD). Public notifications and coordination with nearby business and emergencies responders will be conducted prior to signal removal.
Background
This request aims to assess the feasibility, potential impacts, and necessary steps to decommission the traffic signal at the intersection of 4th Street with F Street and G Street in the downtown area. The signals were originally installed in the 1970’s to address increased traffic volumes serving the mall and surrounding land uses along 4th Street and have served the community for many years. However, due to changing traffic patterns, their operational need has diminished, and the signals are now operating in flashing mode until a permanent solution is determined to address ongoing issues with wire theft and damage.
Repeated vandalism of the wiring for traffic signals and streetlights in this area has resulted in frequent, expensive replacements. This stretch of 4th Street serves as a Packet Page 1377
critical transportation corridor, providing access to key destinations such as the California Theater, the California Department of Transportation District 8 office, and various governmental facilities in the downtown area.
Discussion
The traffic signals at the intersections of 4th Street with F Street and G Street were originally installed to manage both vehicle and pedestrian traffic for the Carousel Mall entrances, as well as to accommodate the high volumes of inbound and outbound traffic along 4th Street including the main transit hub for downtown San Bernadino before the bus stops moved to the Transit Center on Rialto Avenue and F Street.
These signals played a crucial role in ensuring smooth traffic flow and safety for both pedestrians and vehicles in the area. However, following the closure and demolition of the mall, recent observations have revealed significant changes in traffic patterns, including a notable reduction in both foot traffic and vehicle volumes in the vicinity.
This decline in traffic flow has lessened the operational necessity of the signals, prompting a reconsideration of their continued use. One of the primary factors contributing to the need for decommissioning the signals is the escalating maintenance costs associated with the ongoing replacement of the signal wires. The area has experienced frequent incidents of vandalism, including the theft and damage of signal wiring, which has led to costly repairs and replacements. The recurring nature of these issues has made the maintenance of these signals both financially burdensome and operationally inefficient. Given the reduced traffic volumes and the high costs of maintaining and repairing the infrastructure, decommissioning the traffic signals appears to be a practical solution. By removing the signal heads, the city could potentially redirect resources toward alternative traffic management solutions that align better with the current traffic conditions, ensuring both safety and costeffectiveness in the long term.
Staff are proposing to remove the existing signal equipment at the intersection of 4th Street with F Street and G Street, and replace it with an all-way stop control system, in accordance with the California Manual on Uniform Traffic Control Devices (MUTCD) standards. This new configuration would include the installation of all necessary signage, such as stop signs at all approaches to the intersections, as well as appropriate pavement markings to clearly delineate the stop limits for drivers.
The proposed change aims to simplify traffic control in the area, reflecting the reduced traffic volumes and the diminished need for traffic signals. The all-way stop control will enhance safety for both vehicles and pedestrians by clearly establishing right-of-way rules at the intersections, which could help reduce potential conflicts and improve overall traffic flow.
In addition to the stop signs, the proposal includes the installation of necessary traffic control devices such as advance warning signs, appropriate markings to guide drivers, and any additional traffic management infrastructure required to ensure safe and efficient intersection operation. This solution aligns with current traffic patterns and Packet Page 1378
would significantly reduce the ongoing costs and maintenance associated with the existing signal system. By implementing all-way stop control, the city can also ensure compliance with the MUTCD while addressing both safety and cost-effectiveness. The decommissioning of the two traffic signals was approved by Public Safety and Human Relations (PS & HRC) commission at its meeting on March 10th, 2025. The commission recommended the installation of Stop signs equipped with flashing LED borders at each intersection.
2021-2025 Strategic Targets and Goals
This project is consistent with Goal No. 1(e): Improved Operational & Financial Capacity by minimizing risk and litigation exposure. This project will enhance safety for all users of the roadway and improve traffic flow along this stretch of 4th Street.
Fiscal Impact
There is no General Fund impact associated with this item. The estimated cost to install the “Stop” signs and add pavement markings ranges between $3,000 for each location. The Operations and Maintenance Division has an existing contract with Superior Signs and Paint Co, a Paving and Markings contractor to implement the proposed stop sign installations and the removal of the traffic signal equipment using an existing contract with Yunex Traffic with an estimated cost between $5,000 per intersection.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California adopt Resolution No. 2025-337, Approving the decommissioning of two traffic signals at the intersections of 4th Street and F Streets and 4th Street and G Street.
Attachments
Attachment 1 Resolution No. 2025-337
Attachment 2 Location Map of 4th Street and F Street
Attachment 3 Location Map of 4th Street and G Street
Attachment 4 Stop Sign Warrant for 4th Street and F Street Attachment 5 Stop Sign Warrant 4th Street and G Street
Attachment 6 Signal Warrant 4th Street and F Street
Attachment 7 Signal Warrant 4th Street and G Street
Ward:
First Ward
Synopsis of Previous Council Actions:
None
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Resolution No. 2025-342
Resolution 2025-342
July 16, 2025
RESOLUTION NO. 2025-342
RESOLUTION OF THE MAYOR AND CITY COUNCIL
OF THE CITY OF SAN BERNARDINO APPROVING
THE DECOMMISIONING OF TWO TRAFFIC
SIGNALS AT THE INTERSECTION OF 4TH STREET
AND F STREET AND 4TH STREET AND G STREET.
WHEREAS, the City of San Bernardino Public Works Department (“Public Works”) has conducted a traffic engineering study in accordance with the California Manual on Uniform Traffic Control Devices (“CAMUTCD”) to evaluate the need for the continued signalization at the intersections of 4th street and F Street, 4th Street and G Street; and WHEREAS, the study determined that both intersections no longer meet the required traffic signal warrants outlined in the CAMUTCD due to changes in traffic volumes reduction and lanes use patterns; and
WHEREAS, the removal of the underutilized signals is anticipated to improve traffic operations, reduce unnecessary delays, and minimize long term maintenance and operational cost; and
WHEREAS, Public Works staff have determined the removal decommissioning of the traffic signals and installations meets the warrants for an All -Way stop sign installation at the locations; and
WHEREAS, Public Works staff presented the decommissioning of the traffic signals and installation of the All-way stop signal control sign locations to the City’s Public Safety and Human Relations Commission (PS&HR) at its March 10, 2025 meeting and PS&HR recommended the removal of the traffic signals and establishment of the stops at the intersections outlined in this Resolution; and
WHEREAS, the City will provide proper public notification and coordinate with Local businesses and emergency services providers prior to implementation.
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. 2025-342
Resolution 2025-342
July 16, 2025
SECTION 2. The Mayor and City Council hereby authorize the Public Works Department to decommission the traffic signals for removal and install All-Way Stop Control at the intersections of 4th street and F Street and 4th Street and G Street.
SECTION 3. 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. In addition, the action authorized by this Resolution qualifies for a Class 2 Exemption under State CEQA Guidelines Section 15302. The Class 2 exemption specifically exempts from further CEQA review the replacement or reconstruction of existing structures and facilities where the new structure will be located on the same site as the structure replaced and will have substantially the same purpose and capacity as the structure replaced. Here, the proposed action is a replacement of traffic signals with All-Way Stop Control. The All-Way Stop Control has the same purpose of regulating traffic and is substantially similar in size to the previous system.
Furthermore, none of the exceptions to the use of the Class 2 categorical exemption identified in State CEQA Guidelines section 15300.2 apply.
SECTION 4. 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 5. 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 __________, 2025.
Helen Tran, Mayor
City of San Bernardino
Attest:
Telicia Lopez, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
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Resolution No. 2025-342
Resolution 2025-342
July 16, 2025
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Telicia Lopez, Acting City Clerk, hereby certify that the attached is a true copy of Resolution No. 2025-342, adopted at a regular meeting held on the 16th day of July 2025 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
KNAUS _____ _____ _______ _______
FLORES _____ _____ _______ _______
ORTIZ _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of ____________ 2025.
Telicia Lopez, Acting City Clerk
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California MUTCD 2014 Edition Page 844
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 845
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 846
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 847
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 844
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 845
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 846
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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California MUTCD 2014 Edition Page 847
(FHWA’s MUTCD 2009 Edition, including Revisions 1 & 2, as amended for use in California) Chapter 4C – Traffic Control Signal Needs Studies November 7, 2014 Part 4 – Highway Traffic Signals
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: July 16, 2025
To: Honorable Mayor and City Council Members
From: Bill Gallardo, Interim City Manager
Department: City Manager's Office
Subject: Report of Contracts Executed in accordance with Ordinance No. MC-1605 for the Period of July 2023
through June 2025 (All Wards)
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino, California, receive and file the report summarizing contracts executed by the City Manager, Agency Directors, Department Directors, or their assigned designees from July 2023 through June 2025, in accordance with City Ordinance No. MC-1605.
Executive Summary
This report has been prepared in compliance with City Ordinance No. MC-1605, provides a summary of contracts executed by the City Manager and other designated officials between July 2023 and June 2025.
Background
In accordance with Ordinance No. MC-1605, all contracts executed by the City Manager, agency directors, department directors, or their assigned designees in the amount of $40,000 to $100,000 must be reported to the Mayor and City Council at a regular meeting. These contracts fall within the City Manager’s signing authority as defined by the City’s purchasing policies and administrative procedures.
This report provides a summary of qualifying contracts executed between July 2023 to June 2025. All reported contracts were executed in compliance with the City’s procurement requirements. This item is presented for transparency and informational purposes.
.
.
.
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Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, receive and file the report summarizing contracts executed by the City Manager, Agency Directors, Department Directors, or their assigned designees from July 2023 through June 2025, in accordance with City Ordinance No. MC-1605.
Attachments
Attachment 1 – Summary of City Manager Executed Contracts July 2023 through June 2025.
Ward
All Wards
.
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DATE VENDOR DEPT SIGNOR AMOUNT NOTES CONTRACT TERMS
07/25/23
Sagecrest Planning &
Environmental Housing
Charles
McNeely NTE $96,000 1st Amendment 2/22/2023 12/31/2024
08/23/23 Angel Heart Bio Trauma SBPD
Charles
McNeely NTE $45,000 1st Amendment 8/8/2022 8/7/2024
08/23/23 Eide Bailey Finance
Charles
McNeely NTE $49,999 CPA Services 12/2/2022 7/1/2024
08/23/23 Graves & King HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
08/23/23
Law Enforcement Medical
Services SBPD
Charles
McNeely NTE $100,000 Evidence collection 7/1/2023 6/30/2026 08/11/23 Lawrence, Beach, Allen & Choi HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
08/16/23 Am Tec Total Security IT
Charles
McNeely NTE $99,000 201 Building upfit (security) 7/10/2023 6/30/2024 09/01/23 Graves & King HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
09/01/23 Graves & King HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
09/05/23 Concentra HR/Emp
Charles
McNeely NTE $75,000
2nd Amendment to extend
term, pre
‐
employment 2/1/2023 4/30/2023
09/11/23 Complete Paperless Solutions IT
Charles
McNeely NTE $78,203.33 Laserfiche upgrade 9/1/2023 7/31/2028 09/20/23 Policy Confluence, Inc. Finance
Charles
McNeely NTE $96,900
Software, budget simulation &
Document N/A
09/21/23 Eagle Eye Demo PW
Charles
McNeely NTE $46,900 340 W. 4th St. board up 8/14/2023 9/30/2023 09/25/23 Alejandro Villanueva CM
Charles
McNeely NTE $45,000 post production services 9/21/2023 9/21/2024
CITY MANAGER SIGNATORY ITEMS
JULY 2023 - JUNE 2025
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09/25/23 Joseph Fernandez CM
Charles
McNeely NTE $49,000 IEMG content 9/18/2023
‐
9/18/2024
09/25/23 Law Offices of Susan Wooley HR/Legal
Charles
McNeely NTE $75,000 Outside legal N/A
09/25/23 VideoFP CM
Charles
McNeely NTE $42,000 post production services 9/20/2023
‐
9/20/2024
09/27/23 Concentra HR/Emp
Charles
McNeely NTE $100,000
3rd Amendment to extend term,
preemployment 5/1/2023
‐
6/30/2023
10/5/23 Carpenter, Rothan & Dumont HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/5/23 Emerald Isle Ice Rink Parks
Charles
McNeely NTE $62,499 Ice Rink single event only N/A
10/5/23 Graves & King HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/5/23 Redwood Security Real Estat
Charles
McNeely NTE $80,000 Regal Cinema Security 9/6/2023
‐
6/30/2024
10/24/23 Graves & King HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/26/23
Atkinson, Adelson, Loya, Ruud &
Romo HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/26/23 Bracy Hawkins Law HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/26/23 Bracy Hawkins Law HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/27/23
Atkinson, Adelson, Loya, Ruud &
Romo HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
10/27/23 Graves & King HR/Legal
Charles
McNeely NTE $100,000 Outside legal N/A
11/01/23
Atkinson, Andelson, Loya, Rudd &
Romo HR/Legal
Charles
Montoya NTE $100,000
Outside Legal - Amendment 1 -
Pellis
Through completion of
services
11/02/23 Lawrence Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000 Outside Legal – Marina Munoz
Through completion of
services
Packet Page 1402
11/02/23 Lawrence Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000
Outside Legal – Daniel
Akintimoye
Through completion of
services
11/03/23 Lawrence Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000 Outside Legal – Angelica Ortega
Through completion of
services
11/03/23 Graves and King HR/Legal
Charles
Montoya NTE $100,000 Outside Legal - Hunter
Through completion of
services
11/06/23 Graves and King HR/Legal
Charles
Montoya NTE $100,000 Outside Legal - Rangel
Through completion of
services
11/21/23 Collins & Collins LLP HR/Legal
Charles
Montoya NTE $100,000
Outside Legal - Amendment 1 -
Rodgers
Through completion of
services
11/21/23 Collins & Collins LLP HR/Legal
Charles
Montoya NTE $100,000
Outside Legal - Amendment 1 -
Watson
Through completion of
services
12/01/23 JEA & Associates CM
Charles
Montoya NTE $84,000 Legislative Services 12/1/2023-12/1/2024 01/04/23 Graves and King HR/Legal
Charles
Montoya NTE $100,000 Outside Legal
Through completion of
services
12/07/23 Capital Edge CM
Charles
Montoya NTE $90,000 Federal funding opportunities 12/7/2023-12/7/2024 01/10/24 Odyssey Power SBPD
Charles
Montoya NTE $86,500 Rental and service 10/1/2023-9/30/2028 01/12/24 B&H Photo & Electronics CMO
Charles
Montoya NTE $90,000 Goods Purchase 9/10/2023-3/31/2024
01/18/24 Lawrence, Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
01/18/24 Lawrence, Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
01/31/24 Carpenter, Rothan & Dumont HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
01/31/24 Graves & King HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
01/31/24 Graves & King HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
Packet Page 1403
01/31/24 Lawrence, Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
01/31/24 Lawrence, Beach, Allen & Choi HR/Legal
Charles
Montoya NTE $100,000 Outside legal N/A
02/12/24 Keyser Marston & Associates CED
Charles
Montoya NTE $100,000 Affordable Housing 12/31/2023-12/31/2024 02/12/24 Jones & Mayer HR/Legal
Charles
Montoya NTE $100,000 Outside Legal N/A
02/12/24 Graves & King HR/Legal
Charles
Montoya NTE $100,000 Outside Legal N/A
02/13/24 GovInvest Finance
Charles
Montoya NTE $68,250 Labor Costing 12/15/2023-12/15/2026 02/20/24 JL Group, LLC HR/Legal
Charles
Montoya NTE $50,000 Investigative Services N/A
02/21/24 Lighthouse Health & Wellness SBPD
Charles
Montoya NTE $58,000 Communications 1/31/2024-1/31/2026
02/21/24 Carpenter, Rothan & Dumont HR/Legal
Charles
Montoya NTE $100,000 Outside Legal N/A
03/26/24 BMW of Riverside SBPD
Charles
Montoya NTE $97,469.85 Patrol
increasing from $50k to
$90k
03/26/24 Graves & King HR/Legal
Charles
Montoya NTE $100,000 Outside Legal N/A
04/01/24 JL Group, LLC HR/Emp
Charles
Montoya NTE $50,000 Investigative Services N/A
04/17/24 Foster & Freeman SBPD
Charles
Montoya NTE $53,664.13
All-in-one Forensic evidence
imaging, training and lighting kit N/A
04/17/24
Garon Wyatt Investigative
Services HR/Emp
Charles
Montoya NTE $50,000 Investigative Services N/A
04/17/24
Garon Wyatt Investigative
Services HR/Emp
Charles
Montoya NTE $90,000 Investigative Services N/A
04/22/24 Norman Traub & Associates HR/Emp
Charles
Montoya NTE $50,000 Investigative Services N/A
Packet Page 1404
05/13/24 R3 Consulting Group, Inc. PW
Charles
Montoya NTE $50,000
Amendment to the current
Burrtec Franchise Agreement N/A
06/04/24 Go2Zero PWs R. Clayton NTE 88,995
Through the completion
of services
06/12/24 TLC Animal Removal Services Animal Srvs. R. Clayton NTE $60,000 Animal Removal Services 04/10/2024 - 07/09/24 PSA CRD - Michael Vargas HR/Legal R. Clayton NTE $50,000 Legal services Through the completion 07/09/24 PSA LBAC - Luis Chairez Helguera HR/Legal R. Clayton NTE $50,000 Legal services Through the completion
of services
08/01/24 ERNA Enterprises Inc. CM R. Clayton
NTE $98,400
($8,200 monthly)
Professional consulting and
advisory services related to
facilitating housing
development 8/1/24 - 6/30/25
09/15/24 TLC Animal Removal Services Animal Srvs. R. Clayton NTE $91,190 Dead animal removal and
disposal services 7/1/24 - 6/30/25
09/30/24 Jacob Green & Assoc. CM R. Clayton NTE $100,000 Organizational Assessment of
City Services, including but not
limited to Comm Dev Dept, and
Advisory Services N/A
09/30/24 Jacob Green & Assoc. CM R. Clayton
NTE $ 30,000
plus the cost of
printed materials
Facilitation of performance
evaluations for the City
Manager, City Clerk, and City
Attorney N/A
10/08/24 Fairview Ford Outreach SUV PD R. Clayton NTE $54,179.08 2024 Ford Explorer 4WD N/A 11/04/24 GSA: Fairview Ford Sales, Inc PD R. Clayton NTE $63,601.58 Ford Transit 350 Vargo Van
(White) N/A
11/04/24 VSA: Emerald Events Parks & Rec R. Clayton NTE $54,999 Holiday 2024 Skating Rink 10/15/24 - 12/25/24 11/14/24 Eide Bailly Finance B. Gallardo NTE $99,000 Financial Consultation Services Effective date through
6/30/25
11/20/24 HLP, Inc CM/Animal Srvs. R. Clayton NTE $95,000 Microchips & Software
Maintenance N/A
Packet Page 1405
11/24/24 PSA: Mike Cabrera Corporation Parks & Rec R. Clayton NTE $92,601 Professional services for
printing and mailing services of
the Parks, Recreation, and
Community Services
Department brochure for fiscal
years 2024/2025
Through the completion
of services
12/01/24
NVA Grand Terrace Veterinary
Management LP Animal Srvs. T. Romo NTE $95,000 Emergency Animal Services 12/1/2024 - 6/30/26 12/01/24
Amendment #1 - Animal Care
Wellness Center Animal Srvs. R. Clayton NTE $70,000
Provide veterinary services for
animal shelter pets
contract unless
terminated earlier
12/03/24 Placer.ai Econ Dev. R. Clayton
NTE $77,000
Year 1 $37,400
Year 2 $39,600 Placer Platform
12/17/24
VSA: UNITED SITE SERVICES OF
CALIFORNIA, INCORPORATED Parks & Rec R. Clayton NTE $40,000 vendor services for portable
restroom rentals and other site
rentals and services 10/24/24 - 6/30/25
12/30/24
Dooley Enterprises, Inc. /
Ammunition Purchase PD R. Clayton NTE $57,968.42 Ammunition N/A 12/30/24 PSA CRD - Manuel Zamudio, Jr. HR/Legal R. Clayton NTE $50,000 Legal services Through the completion
of services
01/01/25 MNS Engineers Grants R. Clayton NTE $40,000 Grant Consulting Services Effective date through
6/30/2025
01/07/25
Amendment #1 - to VAS with
Intelesys IT R. Clayton NTE $40,000
Amend to adjust the
compensation terms N/A
Packet Page 1406
01/08/25 Valorence PD R. Clayton NTE $99,991.28
Advanced Covert Law
Enforcement Surveillance
System N/A
01/10/25 CBRE Inc. ED R. Clayton NTE $100,000
Commercial Real Estate
Services
Effective date through
1/10/2026
01/13/25 BMW Motorcycles of Riverside PD R. Clayton NTE $40,000 Maintenance services and
repairs of BMW motorcycles
Effective Date and
continue through
6/30/2025
01/15/25 Longevity, Inc. PD R. Clayton NTE $40,000
professional services for
Health Screening Services
Effective Date and
continue through
6/30/2025
01/17/25 PSA Jones and Mayer - P. Perez HR/Legal R. Clayton NTE $50,000 Serve as co-defense counsel
with the law firm Graves and
King and provide legal defense
and representation to
defendant P. Perez in the
lawsuit filed by Plaintiff Jose
Jiminez in the Superior Court for
the County of San Bernardino
Through the completion
of services
01/17/25 PSA LBAC - Jonathan Martin HR/Legal R. Clayton NTE $50,000 Legal services Through the completion
of services
02/05/25 Miller Cespedes and Associates CM B. Gallardo NTE $90,000 State Legislative Advocacy
Services
Effective date through
2/5/2026
02/10/25 IGM Technology Corp Finance B. Gallardo NTE $87,100 Budget software services Effective date through 02/12/25 Tetra Tech BAS Inc PW B. Gallardo NTE $49,604
Compliance schedule and work
plan
Effective date through
6/30/2026
Packet Page 1407
03/04/25 Pride Plumbing Services PW B. Gallardo NTE $40,000 The provision and installation of
water bottle refill stations at
designated public facilities
within the City of San
Bernardino
Effective Date through
February 28, 2026
03/06/25 Professional Police Supply PD B. Gallardo NTE $100,000
POLICE DUTY GEAR, BODY
ARMOR, GAS MASKS, AND VEST
February 1, 2025
through January 31,
2028
03/06/25 Soloman Law CM B. Gallardo
$550 - $585 per
hr.
Conduct a workplace
investigation into a personnel
matter involving City
administration.
Until investigation is
complete or contract is
cancelled
03/24/25 Multitude Insights Incorporated PD B. Gallardo NTE $49,750 Consultant’s law enforcement
bulletin creation and monitoring
software services
Effective Date and
continue through March
23, 2027
03/25/25
Amendment #1 - BMW
Motorcycles of Riverside PD B. Gallardo NTE $65,000
Maintenance services and
repairs of BMW motorcycles
All provisions remain the
same as the original
agreement
04/01/25 C&W Construction Specialties Parks & Rec B. Gallardo NTE $40,000 Citywide Guardrail
Replacement 4/1/24-6/30/25
04/01/25 Flock Group, Incorporated PD B. Gallardo NTE $84,000 automated license plate
detection and image/video
searching software services
Effective date through
March 31, 2026
04/14/25 LeadsOnline PD B. Gallardo
NTE $73,309
Year 1 $23,394
Year 2 $24,096
Year 3 $24819 Software Maintenance 10/1/2024 - 9/30/2027 04/17/25 CSG Consultants, Inc CM/CD B. Gallardo NTE$100,000 Consulting Services with City
Planner 4/21/25-4/20/26
05/01/25 Onyx Paving Company Inc. PW B. Gallardo NTE $72,194.45 Fence Panels N/A Packet Page 1408
05/20/25 Syntech Systems, Inc. CM/PW B. Gallardo NTE $28,190.00 Software Fuel Master/Fuel Key 05/01/25-11/30/29 05/20/25 EC America. Inc. CM/PW B. Gallardo NTE$35,675.12 Procurement, maintenance &
support services 05/08/25-06/02/26
05/21/25 West Coast Lights & Sirens CM/PD B. Gallardo NTE$23,121.24 Installation of Emergency
Equipment on two Chevrolet
Silverado Trucks 05/21/25-05/21/26
05/22/25 San Bernardino County CM/PW B. Gallardo NTE $100,000 Not to exceed $45,000 per
project and $100,000 for each
party per fiscal year
Approx. 5 years ending
February 28, 2030
05/27/25 Rocket Reach CM/Econ Dev B. Gallardo NTE$9,000.00 Amendment No.1 - Premium
Intent Enterprise License 04/30/25-04/29/26
06/17/25 MNS Engineers CM/CD Housing B. Gallardo
NTE $40,000 per
Master
Agreement
Amendment No.1 - Extension
for three month 07/01/25-09/30/25
06/23/25 Dignity Health CM/CD Housing B. Gallardo NTE$250,000.00 Recipient shall carry out all
responsibilities set forth in the
Scope of Work, Exhibit A & B 06/23/25-06/30/27
Packet Page 1409
DISCUSSION
City of San Bernardino
Request for Council Action
Date: July 16, 2025
To: Honorable Mayor and City Council Members
From: Bill Gallardo, Interim City Manager;
Gabriel Elliott, Director of Community Development & Housing Department: Community Development & Housing
Subject: Property Tax Transfer Resolution for LAFCO 3274 – Reorganization to Include Annexation to the City of San Bernardino and Detachment from the County Service
Area 70 (Spring Trails Specific Plan Project) (Ward 5)
Recommendation:
It is recommended that the Mayor and City Council of the City of San Bernardino, California Adopt:
1. Resolution No. 2025-338 of the Mayor and City Council of the City of San Bernardino, California, transferring property taxes in conjunction with the Reorganization and Annexation to the City of San Bernardino and Detachment from County Service Area 70, property known as the Spring Trails Specific Plan project, generally located northerly of Meyers Road and Easterly of Martin Ranch Road; and
2. Direct the City Manager to transmit the Resolution to the Director of the Local Agency Formation Commission.
Executive Summary
Per the State of California Revenue and Taxation Code Section 99, the City of San Bernardino and the County of San Bernardino must adopt property tax transfer resolutions when property is being annexed from one jurisdiction and detached from another. In this case, LAFCO 3274 would annex the Spring Trails Specific Plan into the City of San Bernardino and detach from County Service Area 70. Without these approved resolutions by both agencies, LAFCO cannot consider the annexation and a certificate of filing cannot be issued. The processing of the tax transfer for LAFCO 3275 will be placed on hold pending consideration of LAFCO 3274 by the Commission.
Packet Page 1410
Background
On November 6, 2024, the Mayor and City Council approved Resolution 2024 – 220, making application to the Local Agency Formation Commission for San Bernardino County (LAFCO) for Reorganization to include Annexation to the City of San Bernardino and Detachment from County Service Area 70, the Spring Trails Project Specific Plan, generally located northerly of Meyers Road and easterly of Martin Ranch Road.
The Spring Trails Project Specific Plan, approved in March 2013, is located in the northwestern part of the City in the Verdemont area, outside the city limits but inside the city’s Sphere of influence. The Specific Plan proposes the development of 199 acres, allowing the creation of 215 residential lots. Due to site constraints, the original project was amended, reducing the project's scope by 43 acres and 92 residential lots. See Attachment 3, Location Map (Exhibit A-1).
Discussion
As indicated in the Executive Summary, the City’s action of November 6, 2024, approving City Council Resolutions 2024-220 and 2024-221, making application to the County’s LAFCO, triggers a Property Tax Exchange Resolution for LAFCO 3274 and LAFCO 3275. However, the processing of LAFCO 3275’s Property Tax Exchange will be placed on hold pending consideration of LAFCO 3274 by the Commission.
For LAFCO 3274, the County of San Bernardino determined the assessed value of the project at $2.6M with an anticipated tax revenue of $26,000. Based on prior agreements, there is $0 (zero) being transferred to the City of San Bernardino. Please see Exhibit C1 below.
EXHIBIT C1
Packet Page 1411
2021-2025 Strategic Targets and Goals
The proposed Annexation is consistent with Key Target No. 1: Secure a Long-Term Revenue Source. Specifically, the area considered for annexation is within the City’s sphere of influence and has been anticipated for development as identified in the City’s General Plan. Future in-fill development, such as that proposed as a part of the Spring Trails project, will be a catalyst to encourage new development in the city that will generate additional revenue. Key Target No. 4b: Update the General Plan and Development Code as it ensures this property meets the General Plan uses and will be included in a future City annexation of this unincorporated area.
Fiscal Impact
The adoption of the Resolutions committing to the annexation does not require the expenditure of General Fund revenues at this time.
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California Adopt:
1. Resolution No. 2025-338 of the Mayor and City Council of the City of San Bernardino, California, for property tax transfer in conjunction with the Reorganization to include Annexation to the City of San Bernardino and Detachment from County Service Area 70, generally northerly of Meyers Road and Easterly of Martin Ranch Road (known as the Spring Trails Specific Plan project);and
2. Direct the City Manager to transmit the Resolutions to the Director of the Local Agency Formation Commission.
Attachments
Attachment 1 Resolution No. 2025 -338 Property Tax Exchange Resolution for LADCO 3274 (Spring Trails Specific Plan Project)
Attachment 2 Exhibit A
Attachment 3 Exhibit B
Attachment 4 Exhibit C
Attachment 5 Resolution No. 2024-220
Attachment 6 Resolution No. 2024-221
Ward:
Fifth Ward
Synopsis of Previous Council Actions:
1. November 6, 2024 – The Mayor and City Council adopted Resolution 2024-220and 2024-221, making application to LAFCO for Annexation 3274 and 3275.
2. May 6, 2020 – The Mayor and City Council considered the annexation of the remaining unincorporated island of the land abutting the Spring Trails Specific Plan Project Area (the 26-acres totally surrounded island). Subsequent to the discussion of Packet Page 1412
the matter, the City Council tabled the item a second time to an unspecified date.
3. March 18, 2020 – The Mayor and City Council discussed this item in a closed session based on a threat of litigation. Based on City Council direction, the item was rescheduled for an upcoming City Council meeting for consideration.
4. January 15, 2020 – The Mayor and City Council considered the annexation of the remaining unincorporated island abutting the Spring Trails Specific Plan Project area. Subsequent to discussion of the matter, the City Council tabled the item to an unspecified date.
Packet Page 1413
Resolution No. 2025-338
Resolution No. 2025-338
July 16, 2025
RESOLUTION NO. 2025-338
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
DETERMINING THE AMOUNT OF PROPERTY TAX
REVENUE TO BE EXCHANGED BETWEEN THE CITY OF
SAN BERNARDINO, THE COUNTY OF SAN
BERNARDINO, SAN BERNARDINO COUNTY FIRE
PROTECTION DISTRICT AND ITS VALLEY SERVICE
ZONE AND COUNTY SERVICE AREA 70, FOR THE
JURISDICTIONAL CHANGE DESCRIBED IN LAFCO 3274
GENERALLY NORTHERLY OF MEYERS ROAD AND
EASTERLY OF MARTIN RANCH ROAD (KNOWN AS THE
SPRING TRAILS SPECIFIC PLAN PROJECT)
WHEREAS, the owner initiated an application processed by Local Agency Formation Commission (LAFCO 3274) proposing annexation of the Spring Trails Project into the City of San Bernardino and detachment from County Area 70, requiring the affected governmental taxing jurisdictions (the City and the County) to consider tax sharing agreement; and WHEREAS, through Dispute Resolution spelled out in the Revenue and Taxation Code Section 99, a fiscal analysis was provided through a third party identifying the impact on relevant agencies; and
WHEREAS, the City of San Bernardino and the County must approve the property tax exchange agreement before the proposed annexation can move forward; and WHEREAS, on November 6, 2024, the City of San Bernardino adopted City Council Resolution 2024-220 making an application to LAFCO for the annexation of the Spring Trails Specific Plan project to the City of San Bernardino and detachment from County Service Area 70;
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.
SECTION 2. The Mayor and City Council hereby approve the negotiated exchange of property tax revenue between the City of San Bernardino, the County of San Bernardino, the San Bernardino County Fire Protection District and its Valley Service Zone, and County Service Area 70, attached hereto and incorporated herein by reference, resulting from the above jurisdictional change.
SECTION 3. The annual tax increment generated in the area subject to the jurisdictional change and attributable to the local agencies whose service area or service responsibilities will be Packet Page 1414
Resolution No. 2025-338
Resolution No. 2025-338
July 16, 2025
altered by the jurisdictional change shall be allocated in future years pursuant to the provisions of Section 98 of the Revenue and Tax Code.
SECTION 4. The authorization to execute the above-referenced Agreement is rescinded if the Agreement is not fully executed by all parties and returned to the Office of the City Clerk of the City of San Bernardino within sixty (60) days following the effective date of this Resolution.
SECTION 5. 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. When 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 6. 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 7. 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 16th day of July 2025.
Helen Tran, Mayor
City of San Bernardino
Attest:
Telicia Lopez, CMC, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Packet Page 1415
Resolution No. 2025-338
Resolution No. 2025-338
July 16, 2025
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Telicia Lopez, CMC, Acting City Clerk, hereby certify that the attached is a true copy of Resolution No. 2025-338, adopted at a regular meeting held on the 16th day of July, 2025 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
KNAUS _____ _____ _______ _______
FLORES _____ _____ _______ _______
ORTIZ _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this 16th day of July 2025.
Telicia Lopez, CMC, Acting City Clerk
Packet Page 1416
Resolution No. 2025-338
Resolution No. 2025-338
July 16, 2025
EXHIBIT A
LEGAL DESCRIPTION
Packet Page 1417
Resolution No. 2025-338
Resolution No. 2025-338
July 16, 2025
EXHIBIT A-1
MAP
Packet Page 1418
Resolution No. 2025-338
Resolution No. 2025-338
July 16, 2025
EXHIBIT B
PLAN FOR SERVICE; FISCAL IMPACT ANALYSIS
Packet Page 1419
COURSE 1
COURSE 2
COURSE 3
COURSE 4
COURSE 5
COURSE 6
COURSE 7
COURSE 8
COURSE 9
COURSE 10
COURSE 11
COURSE 12
COURSE 13
COURSE 14
COURSE 15
COURSE 16
COURSE 17
COURSE 18
COURSE 19
COURSE 20
COURSE 21
COURSE 22
COURSE 23
COURSE 24
COURSE 25
COURSE 26
COURSE 27
COURSE 28
COURSE 29
COURSE 30
COURSE 31
COURSE 32
COURSE 33
Line Table
Line #
COURSE 1
COURSE 2
COURSE 3
COURSE 4
COURSE 5
COURSE 6
COURSE 7
COURSE 8
COURSE 9
COURSE 10
COURSE 11
COURSE 12
COURSE 13
COURSE 14
COURSE 15
COURSE 16
COURSE 17
COURSE 18
COURSE 19
COURSE 20
COURSE 21
COURSE 22
COURSE 23
COURSE 24
COURSE 25
COURSE 26
COURSE 27
COURSE 28
COURSE 29
COURSE 30
COURSE 31
COURSE 32
COURSE 33
Direction
S88° 21' 49"W
S08° 23' 37"W
S08° 23' 37"W
N62° 54' 32"W
S05° 57' 38"E
N83° 59' 22"W
N86° 44' 09"W
N51° 36' 40"W
N15° 43' 10"E
N15° 44' 02"E
N15° 53' 54"E
N15° 53' 55"E
N57° 15' 54"W
N57° 17' 03"W
N62° 44' 40"W
N39° 38' 54"E
N50° 12' 07"W
S39° 34' 04"W
N50° 06' 43"W
N00° 26' 59"E
N54° 45' 38"E
N00° 53' 02"W
N88° 19' 04"E
N00° 33' 58"W
S88° 26' 50"W
N00° 57' 21"W
N88° 28' 05"E
N01° 07' 38"W
N88° 19' 45"E
S00° 20' 43"E
N88° 23' 28"E
S00° 39' 48"E
S00° 36' 49"W
Length
364.15
2529.03
757.58
560.57
428.48
590.94
52.61 543.47
1433.20
30.01 30.01
306.36
448.80
124.74
513.33
1759.07
708.05
244.19
812.32
282.88
478.62
738.53
664.29
657.91
332.12
659.47
336.62
330.44
668.78
331.76
1333.28
1317.40
2759.84
CHECKED BY: E.J.B. JOB NO: 133952 1 1 D1
06-26-19
DISREGARD PRINTS BEARING
EARLIER REVISION DATES
DRAWN BY: SCALE:
PREPARED FOR:
S.P.G.
SHEET:
1" = 400'
MONTECITO EQUITIES LTD
OF
E S T . 1 9 4 1
LAFCO 3188A
LAFCO 3188A - REORGANIZATION TO INCLUDE ANNEXATION TO THE CITY OF SAN BERNARDINO AND TO SBCFPD ZONE FP-5 SAN BERNARDINO, AND DETACHMENT FROM COUNTY SERVICE AREA 70 (SPRING TRAILS SPECIFIC PLAN) 0 SCALE: 1"= 400'
400 400 800 1200
VICINITY MAP
N.T.S.
GENERAL DESCRIPTION
·
·LEGEND
LAFCO 3188A - REORGANIZATION TO INCLUDE ANNEXATION
TO THE CITY OF SAN BERNARDINO AND TO SBCFPD
ZONE FP-5 SAN BERNARDINO, AND DETACHMENT FROM
COUNTY SERVICE AREA 70 (SPRING TRAILS SPECIFIC PLAN)
Exhibit A-1
Packet Page 1420
LAFCO ***** - REORGANIZATION TO INCLUDE ANNEXATION TO THE CITY OF SAN BERNARDINO AND TO SBCFPD ZONE FP-5 SAN BERNARDINO, AND DETACHMENT FROM COUNTY SERVICE AREA 70 (Spring Trails Specific Plan) Prepared January 11, 2023
Those parcels of land located in Section 35, Township 2 North, Range 5 West, San Bernardino Meridian, in the County of San Bernardino, State of California, described as follows:
Commencing at the Northeast corner of said Section 35, T. 2 N., R. 5 W., SBM;
Course 1. Thence S88°21’49”W along the North line of said Section 35, T. 2 N., R. 5 W., SBM, a distance of 364.15 feet, to a point on the Muscupiabe Rancho Line, as per County Surveyors Plat 7093, Records of San Bernardino County, State of California; Course 2. Thence S08°23’37”W along said Muscupiabe Rancho Line, a distance of 2529.03 feet, to a point on the San Bernardino City limits, said point also being the Northwest corner of Government Lot 3 of Section 35, T. 2 N., R. 5 W., SBM; Course 3. Thence continuing S08°23’37”W along said
Muscupiabe Rancho Line, a distance of 757.58 feet, to a point on the centerline of Pennsylvania Avenue as shown on the Plat of the Town of Irvington and the Land of Irvington Land and Water Co., recorded in Map Book 3, Page 9, Records of San Bernardino County, said point also being the Southwest corner of Government Lot 3 of Section 35, T. 2 N., R. 5 W., SBM, said point also being an angle point on City of San Bernardino Annexation #257, LAFCO No. 920, Ordinance No. 3131, effective date 02/18/1971;
Course 4. Thence N62°54’32”W along said centerline of
Pennsylvania Avenue and the border of City of San Bernardino Annexation #258, LAFCO No. 931, Ordinance No. 3142, effective date 03/05/1971, a distance of 560.57 feet, to a point on the east line of Lot “A” per Map Showing a Portion of the Meyer and Barclay Subdivision, recorded in Map Book 12, Page 18, Records of San Bernardino County;
Course 5. Thence S05°57’38”E along said east line of Lot “A” and the border of said Annexation 258, a distance of 428.48 feet, to the Northeasterly corner of that certain 5 acres in the Southeast corner of said Lot “A”, as conveyed to Robert B. Meyer by deed recorded in book 173, page 156, of deeds, records of said County;
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Course 6. Thence N83°59’22”W along the Northerly line of said 5 acres and the border of said Annexation 258, a distance of 590.94 feet;
Course 7. Thence N86°44’09”W along the Northerly line of said 5 acres and the border of said Annexation 258, a distance of
52.61 feet, to a point on the centerline of Meyers Road as shown on Parcel Map No. 3540, recorded in Parcel Map Book 31, Page 84, Records of San Bernardino County;
Course 8. Thence N51°36’40”W along said centerline of Meyers Road and the border of said Annexation 258, a distance of 543.37 feet, to its intersection with the prolongation of the easterly line of Parcel 1, Parcel Map No. 4093, recorded in Parcel Map Book 38, Page 53, Records of San Bernardino County, said point also being the Point of Beginning;
Course 9. Thence continuing N51°36’40”W along said
centerline of Meyers Road and the border of said Annexation 258, a distance of 916.19 feet, to its intersection with the prolongation of the westerly line of said Parcel 1;
Course 10. Thence N22°56’09”E along said prolongation of the westerly line of Parcel 1 and along the westerly line of said Parcel 1 and along the westerly line of Parcel 2 of said Parcel Map No. 4093, a distance of 721.41 feet to an angle point on the boundary of said Parcel 2;
Course 11. Thence N45°46’14”E along the westerly line of said Parcel 2 a distance of 469.27 feet;
Course 12. Thence N27°05’29”E continuing along the westerly line of said Parcel 2, a distance of 17.00 feet to the
northwesterly corner of said Parcel 2, said corner also being the southwesterly corner of Lot “D”, per Map Showing a Portion of the Meyer and Barclay Subdivision, recorded in Map Book 12, Page 18, Records of San Bernardino County;
Course 13. Thence continuing N27°05’29”E along the westerly line of said Lot “D” a distance of 448.05 feet to the
northwesterly corner of said Lot “D”, said point also being a point on the border of said Annexation 258;
Course 14. Thence S57°15’54”E along the northerly line of said Lot “D” and said border of Annexation 258, a distance of 448.80 feet to the northeast corner of said Lot “D”;
Course 15. Thence S15°53’55”W along the easterly line of said Lot “D”, a distance of 306.36 feet;
Course 16. Thence S15°53’54”W along the easterly line of said Lot “D”, a distance of 30.01 feet to the southeast corner of said Packet Page 1422
Lot “D”;
Course 17. Thence S15°44’02”W along the prolongation of the easterly line of said Parcel 2 of Parcel Map No. 4093, a distance of 30.01;
Course 18. Thence S15°43’10”W along the easterly line of Parcel 2 and along the easterly line of said Parcel 1 of Parcel Map No. 4093 and along the prolongation of the easterly line of said Parcel 1, a distance of 1433.20 feet;
Said parcel contains 26.84 acres more or less.
Edward J. Bonadiman, P.L.S. DATE
Exp. 12-31-23
2-13-24
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11661 San Vicente Blvd. Suite 306
Los Angeles, California 90049-5111
310.820.2680-p
www.stanleyrhoffman.com
DRAFT
Meyers Road Island Area Annexation
Plan for Service and Fiscal Analysis
City of San Bernardino
Prepared for:
City of San Bernardino
290 North D Street
San Bernardino, CA 92418
909.384.5242
July 3, 2024
SRHA Job # 1408
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 i Plan for Service and Fiscal Analysis
CERTIFICATION
The City of San Bernardino hereby certifies that this document presents the data and information required for the Plan for Service and Fiscal Impact Analysis for the Meyers Road Island Area Annexation to the best of my ability, and that the facts, statements, and information presented herein are true and correct to the best of my knowledge and belief.
DATE ____________ ___________ _
SIGNATURE OF APPLICANT
___________ _
TITLE OF APPLICANT
City of San Bernardino, California
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 ii Plan for Service and Fiscal Analysis
CONTENTS
Tables ...................................................................................................................................................... iv Figures ....................................................................................................................................................... v EXECUTIVE SUMMARY ......................................................................................................................... v CHAPTER 1 INTRODUCTION................................................................................................................ 1
1.1 Purpose of the Study .................................................................................................................... 1
1.2 Overview of the City of San Bernardino ....................................................................................... 3
1.3 Organization of the Report........................................................................................................... 3 CHAPTER 2 PROJECT DESCRIPTION..................................................................................................... 4
2.1 Residential Development ............................................................................................................. 4
2.2 Assessed Valuation and Property Tax........................................................................................... 7
2.3 Sales and Use Tax ......................................................................................................................... 9 CHAPTER 3 PUBLIC FACILITIES BEFORE AND AFTER ANNEXATION..................................................... 11
3.1 General Government..................................................................................................................12
3.2 Fire and Paramedic.....................................................................................................................13
3.3 Sheriff/Police ..............................................................................................................................15
3.4 Library.........................................................................................................................................15
3.5 Parks and Recreation..................................................................................................................16
3.6 Animal Control............................................................................................................................17
3.7 Street Lighting ............................................................................................................................17
3.8 Landscape Maintenance.............................................................................................................18
3.9 Water..........................................................................................................................................18
3.10 Wastewater Collection ...............................................................................................................18
3.11 Transportation............................................................................................................................19
3.12 Flood Control and Drainage........................................................................................................19
3.13 Utilities .......................................................................................................................................20
3.14 Schools........................................................................................................................................20
3.15 Solid Waste Management ..........................................................................................................21
3.16 Public Health and Welfare..........................................................................................................21 CHAPTER 4 PAYING FOR PUBLIC FACILITIES AND INFRASTRUCTURE.................................................. 22
4.1 Overview of Development Impact Fees .....................................................................................22
4.2 Schools........................................................................................................................................22
4.3 Utilities .......................................................................................................................................22
4.4 Roads and Drainage....................................................................................................................22
4.5 Water and Sewer........................................................................................................................22 CHAPTER 5 FISCAL IMPACTS ............................................................................................................. 24
5.1 City General Fund .......................................................................................................................24
5.2 Other Funds................................................................................................................................26 CHAPTER 6 CITY OF SAN BERNARDINO FISCAL ASSUMPTIONS............................................................ 27
6.1 City General Assumptions ..........................................................................................................27
6.2 City Revenue Assumptions.........................................................................................................29
6.3 City Cost Assumptions................................................................................................................33 APPENDIX A NEIGHBORHOOD INFRASTRUCTURE IMPROVEMENTS .................................................. 38 APPENDIX B SUPPORTING FISCAL TABLES......................................................................................... 39 APPENDIX C PROJECT REFERENCES................................................................................................... 45 Packet Page 1426
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 iii Plan for Service and Fiscal Analysis
TABLES
1 Summary of Projected Recurring Fiscal Impacts ....................................................................... vi 2 Summary of Projected Other Funds Recurring Revenues ........................................................ vii 2-1 Residential Development Description ....................................................................................... 7 2-2 Assessed Valuation and Property Tax ....................................................................................... 8 2-3 Estimated Existing Assessed Valuation ..................................................................................... 9 2-4 Estimated Offsite Sales and Use Tax by Project Residents ..................................................... 10 3-1 Current and Anticipated Service Providers in the Meyers Road Island Area Annexation ....... 12 4-1 Summary of City Development Impact Fees ........................................................................... 23 5-1 Summary of Projected Recurring Fiscal Impacts ..................................................................... 24 5-2 Detailed General Fund Projected Recurring Fiscal Impacts .................................................... 25 5-3 Summary of Projected Other Funds Recurring Revenues ....................................................... 26 6-1 City Population, Housing and Employment Assumptions ....................................................... 28 6-2 General Fund and Other Funds Recurring Revenue Factors ................................................... 30 6-3 General Fund Recurring Cost Factors ...................................................................................... 34 6-4 Calculation of City General Government Overhead Rate ....................................................... 35 A-1 Spring Trails Specific Plan, Roads, Drainage, Sewer, Parks, Trails and Open Space Phasing ... 38 B-1 General Fund Adopted Revenues, Fiscal Year 2022-23 ........................................................... 39 B-2 Revenues for Other City Fund, Fiscal Year 2022-23 ................................................................ 41 B-3 Estimated In Lieu Property Tax of Vehicle License Fees (VLF) Factor ..................................... 42 B-4 Calculation of Use Tax Factor .................................................................................................. 42 B-5 Estimated Annual Residential Turnover .................................................................................. 43 B-6 General Fund Net Community Development Cost Factor ....................................................... 44 Packet Page 1427
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 iv Plan for Service and Fiscal Analysis
FIGURES
1-1 Meyers Road Island Area Annexation Regional Vicinity ........................................................... 2 2-1 Meyers Road Island Area Annexation Local Vicinity ................................................................. 5 2-2 Meyers Road Island Area Annexation Parcels ........................................................................... 6 3-1 Fire Protection ........................................................................................................................ 14 3-2 City of San Bernardino Police Department: Northwest District .............................................. 16 3-3 Local Elementary, Middle and High Schools ........................................................................... 20 Packet Page 1428
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 v Plan for Service and Fiscal Analysis
EXECUTIVE SUMMARY
This Plan for Service and Fiscal Analysis report provides an assessment of public service delivery capabilities of the City of San Bernardino and other agencies, or special districts affected by the proposed annexation of the Meyers Road “Island Area” to the City of San Bernardino (the City).
A commitment to annex the Island Area by the City was made a precondition by the San Bernardino County Local Agency Formation Commission (LAFCO) for approving the City annexation of the Spring Trails specific plan located to the north-east of the Island Area. The specific plan’s annexation to the City would create an unincorporated county island (the Island Area), which is now being assessed for LAFCO approval in this study.
This report is being submitted to the San Bernardino County LAFCO as a “Plan for Service” required by California Government Code Section 56653. Currently, the County of San Bernardino provides many services to the annexation area including fire and paramedic services, general government, development services, sheriff patrol, public library, regional parks and recreation, street lighting, transportation, flood control and drainage, and health and welfare. Public schools are provided by the San Bernardino Unified School District.
After annexation, the City is anticipated to provide services including general government, community development, police protection, local parks and recreation, community services and public works’ services. The City has annexed into the San Bernardino County Fire Protection District (SBCFPD) and its Service Zone FP-5 for fire protection and emergency medical response services. Since the Island Area is already within SBCFPD and Service Zone FP-5, the SBCFPD will continue to be the service provider for fire protection and emergency medical services. The County of San Bernardino will continue to provide other services such as regional parks and recreation, regional flood control and drainage and health and welfare.
Fiscal Impacts
Based on an analysis of current service delivery capabilities, the City is equipped to handle additional demand from the proposed Island Area annexation comprising six parcels totaling
26.38 acres with four existing homes. No additional growth is assumed in the Island Area for the 5-year post-annexation analysis period required by LAFCO, which is presented in this study.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 vi Plan for Service and Fiscal Analysis
Roads, drainage systems, lighting, and utilities will be maintained by the City. The San Bernardino Municipal Water Department will maintain the onsite and offsite water and sewer systems. This report explains the transfer of service requirements upon annexation, estimates development impact fees and other cost responsibilities.
As required by LAFCO, this study analyzes and presents the fiscal impacts of the Island Area on the City General Fund and other funds for the first five years upon annexation. First year postannexation is assumed to be 2026.
General Fund. As shown in Table 1, projected recurring fiscal impacts to the City General Fund for the Island Area Annexation is shown to generate an extremely small deficit for all years.
Projected deficit to the General Fund declines slightly from $2,756 in Year 1 upon annexation through $2,474 in Year 5. The calculation assumes revenues from the recently adopted CFD 2018-1 tax for safety services family unit, which increases over time.
Other Funds. Projected recurring revenues for the Gas Tax Fund and Measure I Fund that are earmarked for street and road related expenditures are presented in Table 2.
Gas Tax Fund. As shown in Panel A of Table 2, projected recurring gasoline revenues to the City are projected at $292 across all years.
Measure I Fund. Projected recurring Measure I sales tax revenues to the City are projected at $89 across all years.
Table 1
Summary of Projected General Fund Recurring Fiscal Impacts Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
1 Summary of Projected Recurring Fiscal Impacts
Year 1 Year 2 Year 3 Year 4 Year 5
General Fund 2026 2027 2028 2029 2030
Estimated Annual Recurring Revenues $5,456 $5,522 $5,591 $5,664 $5,738 Estimated Annual Recurring Costs $8,212 $8,211 $8,212 $8,212 $8,212 Estimated Annual Recurring Surplus ($2,756) ($2,689) ($2,620) ($2,548) ($2,474) Estimated Annual Revenue/Cost Ratio 0.66 0.67 0.68 0.69 0.70 Sources: Stanley R. Hoffman Associates, Inc.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 vii Plan for Service and Fiscal Analysis
Table 2
Summary of Projected Other Funds Recurring Revenues
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
2 Summary of Projected Other Funds Recurring Revenues
Year 1 Year 2 Year 3 Year 4 Year 5
Other Funds 2026 2027 2028 2029 2030
A. Fund 126 - Gas Tax 1
Annual Recurring Gasoline Tax $292 $292 $292 $292 $292
B. Fund 129 - Measure I 1
1/2 cent sales and road tax $89 $89 $89 $89 $89
1. Annual recurring gasoline tax and Measure I revenues are restricted to street related expenditures.
Sources: Stanley R. Hoffman Associates, Inc.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 1 Plan for Service and Fiscal Analysis
CHAPTER 1
INTRODUCTION
The Meyers Road Island Area is in unincorporated San Bernardino County located on the northern edge of the City of San Bernardino in the foothills of the San Bernardino Mountains, as shown in Figure 1.1. The annexation area is approximately 1.5 miles east of the unincorporated community of Devore and the junction of Interstate 215 (I-215) and I-15. The Island Area is bounded by the San Bernardino National Forest on three sides and the City of San Bernardino on the southern side.
1.1 Purpose of the Study
The Local Agency Formation Commission (LAFCO) of the County of San Bernardino requires a jurisdiction to submit a Plan for Service and Fiscal Impact Analysis when the jurisdiction is affected by a proposed change in boundaries, formation, or organization. The annexation of the Island Area into the City requires the City to show that necessary infrastructure improvements and services can be provided to this area. Per the application form in the LAFCO Policy and Procedure Manual, Updated July 2023, the Plan for Service must include the following components:
a. A description of the level and range of each service to be provided to the affected territory.
b. An indication of when those services can feasibly be extended to the affected territory. c. An identification of any improvement or upgrading of structures, roads, water or sewer facilities, other infrastructure, or other conditions the affected agency would impose upon the affected territory.
d. The Plan shall include a Fiscal Impact Analysis which shows the estimated cost of extending the service and a description of how the service or required improvements will be financed. The Fiscal Impact Analysis shall provide, at a minimum, a five (5)-year projection of revenues and expenditures. A narrative discussion of the sufficiency of revenues for anticipated service extensions and operations is required. e. An indication of whether the affected territory is, or will be, proposed for inclusion within an existing or proposed improvement zone/district, redevelopment area, assessment district, or community facilities district.
f. If retail water service is to be provided through this change of organization, provide a description of the timely availability of water for projected needs within the area based upon the factors identified in Government Code Section 65352.5 (as required by Government Code Section 56668(k)).
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 2 Plan for Service and Fiscal Analysis
Figure 1-1
Meyers Road Island Area Annexation Regional Vicinity
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
1-1 Meyers Road Island Area Annexation Regional Vicinity Sources: Stanley R. Hoffman Associates, Inc.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 3 Plan for Service and Fiscal Analysis
1.2 Overview of the City of San Bernardino
The City of San Bernardino is the county seat of San Bernardino County, occupying 62.5 square miles and is an anchor city for the Inland Empire. The 2023 city population is estimated at 223,230. Residents have access to more than 40 parks and fields, including premier athletic facilities, 7 community centers, a year-round aquatics center, a public library system, two higher education institutions, and 73 K-12 public schools. Major employers in the city include the County of San Bernardino, San Bernardino City Unified School District, California State University, the City of San Bernardino, Saint Bernardine Medical Center, the Community Hospital of San Bernardino, Caltrans, Stater Bros. Markets, Wells Fargo and Omnitrans. The city has been a major transit hub for over 100 years with the Interstate 10 and 215, the 210 and 259 Freeways, and the Metrolink commuter rail service. San Bernardino is a charter city, which means that the city has supreme authority over its municipal affairs, rather than being bound by the state’s general law if the City were a general law city. The City operates under a City Council-City Manager form of government. The Mayor and the seven-seat City Council are elected positions. Under the supervision of the City Council, the City Manager is the Chief Administrative Officer and directs most of the City Departments, other than the City Attorney and City Clerk, who report directly to the City Council, and the Municipal Water Department and the Library, which are governed by the Water Board and the Library Board of Trustees, respectively.
1.3 Organization of the Report
Chapter 2 contains the description of the annexation area and existing development. The analysis of existing public service delivery in the annexation area and upon annexation into the City is presented in Chapter 3. Chapter 4 discusses the development impact fees and charges for infrastructure associated with the proposed annexation. The fiscal impact analysis of the annual operations and maintenance costs for the provision of services to the annexation area is provided in Chapter 5. Chapter 6 covers the revenue and cost assumptions used for the fiscal analysis.
Appendix A includes a summary of the neighborhood infrastructure improvements associated with the Spring Trails Specific Plan. Supporting tables for the fiscal assumptions appear in Appendix B. Appendix C lists the project contacts and references used in the preparation of this study.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 4 Plan for Service and Fiscal Analysis
CHAPTER 2
PROJECT DESCRIPTION
This chapter presents the land uses for the Meyers Road Island Area. Information includes housing units, population, assessed valuation and taxable sales. The total Meyers Road Island Area includes six parcels with four existing single-family units and two vacant parcels.
As shown in Figure 2-1, the Island Area is fronted by Meyers Road between Wendy Ranch Road and Martin Ranch Road. This area is generally about one-third mile northwest of the intersection of Meyers Road and Little League Drive, with the latter connecting to the frontage road along I215. Freeway access is from the Palm Avenue interchange and the Glen Helen Parkway/Devore Road interchange.
As shown in Figure 2-2, the Island Area includes six parcels zoned for single-family residential use for a total of 26.38 acres. Of these, four parcels include existing single-family residential units, and two parcels are currently vacant. The parcel APNs include 034811147, 034811148, 034811149, 034811150, 034811136, and 034811109.
The annexation area is abutted by San Bernardino City to the south and west. To the north and east is the proposed Spring Trails Specific Plan, which was approved by San Bernardino LAFCO in October 2019 for annexation into the City pending certain conditions of approval. The Island Area, in the first place, was created due to the Spring Trails annexation, which LAFCO’s conditions of approval remedied by requiring the City to adopt a resolution for commitment to annex the Island Area at some point in the future.
2.1 Residential Development
As shown in Panel A of Table 2-1, there are an estimated 4 single family residential units in the Island Area, while 2 parcels are vacant. No additional development is assumed in this area for the LAFCO required 5-year post-annexation period that is analyzed in this study.
Based on the January 1, 2023, Citywide average estimate of 3.34 persons per unit from the Department of Finance, total population for the Annexation is projected at 13 persons over the 5-year period, as shown in Panel B of Table 2-1.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 5 Plan for Service and Fiscal Analysis
Figure 2-1
Meyers Road Island Area Annexation Local Vicinity
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
2-1 Meyers Road Island Area Annexation Local Vicinity
Sources: Stanley R. Hoffman Associates, Inc.
J.P. Weber Group, November 2016
Proposed
Spring Trails
Project
Meyers Road
Island
Annexation
Study Area
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 6 Plan for Service and Fiscal Analysis
Figure 2-2
Annexation Parcels
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
2-2 Meyers Road Island Area Annexation Parcels
Sources: Stanley R. Hoffman Associates, Inc.
Joseph E. Bondiman & Associates, Inc.; J.P. Weber Group, 2024
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 7 Plan for Service and Fiscal Analysis
Table 2-1
Residential Development Description
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
2-1 Residential Development Description
2.2 Assessed Valuation and Property Tax
Assessed valuation for the total Meyers Road Island Area is estimated at $2.57 million at Year 5 after annexation, as shown in Panel B of Table 2-2. The current assessed valuation of about $2.57 million is estimated for Year 1, which remains unchanged as no new development is assumed over the 5-year study period. Existing assessed valuation is based on the County Assessor’s 2023 tax roll value (accessed in March 2024), as shown in Table 2-3.
Projected Property Tax
As shown in Panel C of Table 2-2, the City General Fund will not receive property tax for the assessed valuation of the annexation area. The San Bernardino County Fire Protection District (SBCFPD) is now providing fire protection to the City. Based on the service agreement between the two jurisdictions, the property tax that would usually accrue to the City will remain with the SBCFPD and no property tax from other County funds and districts will be allocated to the City.
Year 1 Year 2 Year 3 Year 4 Year 5
Category 2026 2027 2028 2029 2030 Total
A. Residential Units
Existing Units 4 0 0 0 0 4
New Units 0 0 0 0 0 0
Total Annual Units 4 0 0 0 0 4
Total Cumulative Units 4 4 4 4 4
New Annual Residential Square Feet 2 n/a 0 0 0 0 0
Total Cumulative New Square Feet n/a 0 0 0 0
B. Population 3
Total Annual Population 13 0 0 0 0 13
Total Cumulative Population 13 13 13 13 13
1. Population is projected at the Citywide average of 3.34 persons per unit for January 1, 2023.
Sources: Stanley R. Hoffman Associates, Inc.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 8 Plan for Service and Fiscal Analysis
Table 2-2
Assessed Valuation and Property Tax
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
2-2 Assessed Valuation and Property Tax
Existing New Growth New Growth New Growth New Growth
Year 1 Year 2 Year 3 Year 4 Year 5
Category 2026 2027 2028 2029 2030 Total
A. Residential Units 1
Existing Units 4 4
New Units 0 0 0 0 0
Total Annual Units 4 0 0 0 0 4
Total Cumulative Units 4 4 4 4 4
B. Assessed Valuation
Current Valuation 2 $2,565,029
New Valuation $0 $0 $0 $0
Total Annual Valuation $2,565,029 $0 $0 $0 $0 $2,565,029 Total Cumulative Valuation $2,565,029 $2,565,029 $2,565,029 $2,565,029 $2,565,029 C. Projected Property Tax - Cumulative
Annual 1 Percent Property Tax Levy $25,650 $25,650 $25,650 $25,650 $25,650 $128,251 (@ 1% of Valuation)
Annual General Fund Property 3 $0 $0 $0 $0 $0 $0
(@ 0% of 1 Percent Levy)
Total Cumulative Projected Property Tax $0 $0 $0 $0 $0
D. Projected Property Tax In Lieu VLF
Total Annual Valuation for Property Tax In Lieu VLF 4 $0 $0 $0 $0 $0 $0 Total Cumulative Valuation for Property Tax In Lieu VLF $0 $0 $0 $0 $0 Total Cumulative Projected Property Tax In Lieu VLF $0 $0 $0 $0 $0 (@ $1,270 per $1,000,000 Assessed Valuation)
times
Share Allocated to General Fund 5 73.5% 73.5% 73.5% 73.5% 73.5% equals
General Fund Property In Lieu VLF $0 $0 $0 $0 $0
1. Existing units obtained from the County Assessor data. No incremental growth is assumed over the 5-year period.
2. Current assessed valuation is based on the 2024 County Assessor tax roll values.
3. The San Bernardino County Fire Protection District (SBCFPD) provides fire protection to the City. Based on an agreement between the City and the SBCFPD, the City will not receive any allocation of the basic one percent property tax levy upon annexation of the Spring Trails project.
4. Property tax in lieu of vehicle license fees (VLF) is projected based on the increase in assessed valuation in a jurisdiction. Per State law, when an annexation occurs the existing valuation in the annexing area cannot be used in adjusting the amount of assessed valuation in the annexing City. Therefore, the current valuation of $2,569,029 is not included in the projection of property tax in lieu of VLF. No PTVLF is projected because there is no new development assumed.
5. Based on the agreement between the SBCFPD and the City, the City will receive 73.5 percent of the projected property tax in lieu of VLF and the remaining
26.5 percent of the property tax in lieu of VLF will go to the SBCFPD. No PTVLF is projected because no new growth is assumed.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Finance Director
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 9 Plan for Service and Fiscal Analysis
Table 2-3
Estimated Existing Assessed Valuation: 2023 Tax Roll
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
2-3 Estimated Existing Assessed Valuation
Projected Property Tax in Lieu VLF
The City General Fund will receive property tax in lieu of vehicle license fees (PTVLF) based on the increase in assessed valuation in the City. Per State law, when an annexation occurs the existing valuation in the area that is being annexed cannot be used in adjusting the base amount of assessed valuation in the annexing City. The City will receive property tax in-lieu of VLF based on the change in its gross assessed valuation of taxable property for new development in the annexed area. As shown in Appendix Table B-5, the property tax in lieu of VLF in the City is projected to increase at $1,270 per million dollars of new assessed valuation (AV). However, based on the service agreement between the San Bernardino County Fire Protection District (SBCFPD) and the City, the City will receive 73.5 percent of the projected property tax in lieu of VLF and the remaining 26.5 percent will go to the SBCFPD.
As shown in Panel D of Table 2-2, no PTVLF is projected for the Island Area over the 5-year postannexation study period, as no new development is assumed over this time frame. Over the longterm (beyond Year 5), it is possible that the study area parcels might redevelop, including new development on currently vacant parcels, which will then generate the PTVLF revenues as described above.
2.3 Sales and Use Tax
Sales and use tax are shown for the retail taxable sales that can be attributed to the existing residents in the Island Area. Offsite retail sales and use tax is estimated based on the estimated Tax Rate
APN Land Improvement Total Area
034811147 2.92 2,300 $234,812 $547,895 $782,707 107150 SFR 034811148 2.94 1,888 $170,000 $405,000 $575,000 107150 SFR 034811149 2.93 3,698 $96,584 $393,574 $490,158 107150 SFR 034811150 2.92 0 $208,080 $0 $208,080 107150 SFR - Vacant 034811136 10.37 2,447 $206,196 $293,388 $499,584 107150 SFR 034811109 4.30 0 $9,500 $0 $9,500 107150 SFR - Vacant
26.38 10,333 $925,172 $1,639,857 $2,565,029
Sources: Stanley R. Hoffman Associates, Inc.
San Bernardino County Assessor, 2024
Valuation
Acres Land Use
Building
Sq.Ft.
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household income and taxable retail purchases. Household income is estimated at 28 percent of average housing value based on a mortgage cost analysis by Stanley R. Hoffman Associates.
Based on the U.S. Bureau of Labor Statistic, Consumer Expenditure Survey, the fiscal analysis estimates the current residents generate total taxable retail purchases at about 33 percent of household income.
As shown in Table 2-5, estimated annual offsite retail sales and use tax that can currently be attributed to the Island Area is estimated at $954 per annum, and stays at this level through Year
5. This is based on the estimated total annual household income for the Island Area, at about $718,000, 33 percent of which are spent on retail taxable purchases with a 35 percent capture within the City. A use tax factor of 14.9 percent is applied to the Bradley-Burns 1 percent point sales tax in the calculation.
Table 2-4
Estimated Offsite Sales and Use Tax by Project Residents Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
2-4 Estimated Offsite Sales and Use Tax by Project Residents Year 1 Year 2 Year 3 Year 4 Year 5 Cumulative
Category 2026 2027 2028 2029 2030 Total
A. ANNUALIZED PROJECTIONS
Annual New Residential Valuation $2,565,029 $0 $0 $0 $0 $2,565,029 Annual Household Income (@ 28% of household valuation) 1 $718,208 $0 $0 $0 $0 $718,208 Annual Taxable Retail Spending (@ 33% of household income) $237,009 $0 $0 $0 $0 $237,009 Annual Projected Off-Site Retail Taxable Sales Captured in City $82,953 $0 $0 $0 $0 $82,953 (@ 35% capture)
Annual Projected Sales and Use Tax to City
Sales Tax (@ 1% of taxable sales) $830 $0 $0 $0 $0 $830 Use Tax (@ 14.9% of sales tax) 124 0 0 0 0 124
Total Projected Sales and Use Tax $954 $0 $0 $0 $0 $954 B. CUMULATIVE PROJECTIONS
Cumulative Sales and Use Tax $954 $954 $954 $954 $954
1. Based on current mortage-based estimates obtained from Zillow, and with housing expenditures at 30% of household income.
Sources: Stanley R. Hoffman Associates, Inc.
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CHAPTER 3
PUBLIC FACILITIES BEFORE AND AFTER ANNEXATION
This chapter describes the existing and anticipated future service providers for the proposed Meyers Road Island Area Annexation project area. The level and range of the services for the annexation area are described, if they are known. The following services are detailed in this chapter:
• General Government
• Fire and Paramedic
• County Sheriff and Public Safety
• Library
• Parks and Recreation
• Animal Control
• Street Lighting
• Landscape Maintenance
• Water
• Sewer
• Transportation
• Flood Control and Drainage
• Utilities
• Schools
• Solid Waste Management
• Health and Welfare
On a general note, the Island Area will experience positive spillover neighborhood benefits from the many improvements required for the proposed Spring Trails Specific Plan annexation. This includes roadways, open space, parks and trails, landscaping, and water/sewer system infrastructure improvements. This will reduce the network costs for the City to service the overall area, including the Island Area. These details are not discussed in this report and can be found in the Plan for Services for the Spring Trails Specific Plan annexation. A summary table of these improvements is included in Appendix A-1.
Table 3-1 presents current and anticipated service providers in the Meyers Road Island Area Annexation area. In many cases, such as general government, community development, economic development, and sheriff/police, among others, responsibilities shift from the County of San Bernardino to the City of San Bernardino. The City of San Bernardino has annexed into the San Bernardino County Fire Protection District (SBCFPD) and its Service Zone FP-5 for fire protection and emergency medical response services. Since the annexation area is already within SBCFPD and Service Zone FP-5, the SBCFPD will continue to be the service provider for fire protection and emergency medical services upon annexation.
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Table 3-1
Current and Anticipated Service Providers in the Meyers Road Island Area Annexation Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
3-1 Current and Anticipated Service Providers in the Meyers Road Island Area Annexation
3.1 General Government
Before Annexation
The County of San Bernardino provides general government services, including: all Administrative services, Community Development services, and Economic Development services to the annexation area.
After Annexation
After the annexation, the City of San Bernardino will provide the general government services Service Type Current Service Provider Anticipated Service Provider General Government - Administrative Services:
Finance Division County of San Bernardino City of San Bernardino Human Resources Division County of San Bernardino City of San Bernardino Business Registration County of San Bernardino City of San Bernardino Community Development:
Planning County of San Bernardino City of San Bernardino Building & Safety County of San Bernardino City of San Bernardino Code Compliance County of San Bernardino City of San Bernardino Police Department Fire and Paramedic
San Bernardino County Fire Protection District (SBCFPD), Service Zone FP-5
San Bernardino County Fire Protection District (SBCFPD), Service Zone FP-5
Sheriff/Police County of San Bernardino Sheriff's Department City of San Bernardino Police Department Library County of San Bernardino Library District City of San Bernardino Public Library Parks and Recreation:
Local Facilities County of San Bernardino City of San Bernardino Regional Facilities County of San Bernardino County of San Bernardino Animal Control
Contract with City of San Bernardino Animal Services
Department City of San Bernardino Animal Services Department Street Lighting City of San Bernardino City of San Bernardino Public Works Department Landscape Maintenance Forest/Natural City of San Bernardino Public Works Department Water:
Domestic Water Private City of San Bernardino Municipal Water Dept. (SBMWD) Recycled Water Private City of San Bernardino Municipal Water Dept. (SBMWD) Water Quality Private City of San Bernardino Municipal Water Dept. (SBMWD) Sewer Private/Septic Systems City of San Bernardino Municipal Water Dept. (SBMWD) Transportation:
Freeways and Interchanges Caltrans Caltrans
Arterials and Collectors San Bernardino County - Public Works City of San Bernardino Public Works Department Local Roads San Bernardino County - Public Works City of San Bernardino Public Works Department Transit Omnitrans Omnitrans
Flood Control and Drainage:
Local Facilities San Bernardino County Flood Control District San Bernardino County Flood Control District Regional Facilities San Bernardino County Flood Control District San Bernardino County Flood Control District Utilities:
Cable/Internet Provider/Phone Charter Communications Charter Communications Telephone Verizon Verizon
Power Southern California Edison Southern California Edison Natural Gas Southern California Gas Company Southern California Gas Company Schools San Bernardino City Unified School District (SBCUSD) San Bernardino City Unified School District (SBCUSD) Solid Waste Management
San Bernardino County Solid Waste Management Division
contract with Burrtec City of San Bernardino contract with Burrtec Health and Welfare San Bernardino County Department of Public Health San Bernardino County Department of Public Health Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Website
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which include administrative services as well as General Governance, Community Development and Economic Development.
3.2 Fire and Paramedic
Before Annexation
Currently, the annexation area is in a State Responsibility Area (SRA), where CAL FIRE is responsible for fire and emergency response services. The area is also serviced by San Bernardino County Fire Station Number 2 (Devore Station). The proposed project is also located within the recently expanded boundary of the San Bernardino County Fire Protection District (SBCFPD), Service Zone FP-5 which is a special tax zone for funding fire protection and EMS. The current annual special tax for property in Service Zone FP-5 is estimated at $157.26 per parcel. The tax includes an annual inflationary factor up to a maximum of 3 percent. No water facilities are available to serve fire protection in the project area.
After Annexation
The City of San Bernardino has annexed their fire protection services to the SBCFPD. Therefore, the SBCFPD, Service Zone FP-5 will be the service provider for fire prevention, fire protection and emergency medical services (EMS) after annexation. Most of the existing City fire stations and equipment are transferred to the SBCFPD; with existing Station 232 (City), located at 6065 Palm Avenue, being the closest (approximately 1 mile) to Island Area, as shown in Figure 3-1.
Water facilities for fire protection will be owned and operated by the San Bernardino Municipal Water Department. All water facilities, hydrants, and water systems for fire protection in the area shall meet the water flow demands and be installed prior to development. All previous agreed upon egress for the project site that has been approved in the Environmental Impact Report shall be in place prior to construction. This includes the primary and secondary egress outlets.
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Figure 3-1
Fire Protection
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
3-1 Fire Protection
Sources: Stanley R. Hoffman Associates, Inc.
Google Earth Pro
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3.3 Sheriff/Police
Before Annexation
The San Bernardino County Sheriff-Coroner’s Department provides public safety services to the unincorporated areas. The County Sheriff operates from an office in the City of San Bernardino at 655 East Third Street. The Sheriff’s Department and the City Police Department provide mutual backup services upon request within both the City and unincorporated areas. The California Highway Patrol in San Bernardino provides traffic patrol on State Highways within the unincorporated areas of the County. The Highway Patrol can also provide emergency response backup to the City Police and the County Sheriff upon request.
After Annexation
After the annexation, the City of San Bernardino Police Department will be providing the public safety services for the Island Area and Spring Trails. The area is served by a main police station, located at 710 North D Street, and four designated geographical patrol districts (Northwest, Northeast, Southwest, and Southeast). The project site belongs to patrol beat B1 in the Northwest Patrol District, as shown in Figure 3-2. The San Bernardino Police Department maintains a ratio of approximately one sworn officer for every 1,000 residents.
The City Police Department operates under a mutual aid agreement with police agencies in the surrounding cities that allows use of up to fifty percent of adjacent agency resources upon request and for automatic response within zones of mutual aid. The California Highway Patrol in San Bernardino will continue to provide traffic patrol on State Highways within the unincorporated areas.
3.4 Library
Before Annexation
Currently, the existing households within the annexation area is served by the San Bernardino County Library system. However, the nearest County library, the Carter Branch Library is located at 2630 North Linden Drive in Rialto and is a driving distance of about 12.2 miles away from the annexation area.
After Annexation
The Howard M. Rowe Branch Library facility is a branch of the San Bernardino City Library system.
Located at 108 East Marshall Boulevard in the City of San Bernardino, this branch is closest to the Island Area, with a driving distance of about 9.6 miles. The annexation area would continue to receive library services from the City of San Bernardino Branch library upon annexation.
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Figure 3-2
City of San Bernardino Police Department: Northwest District Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
3-2 City of San Bernardino Police Department: Northwest District Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Police Department
3.5 Parks and Recreation
Before Annexation
The County Regional Parks Department provides regional park services to all residents within the County, including unincorporated areas. The County Regional Parks system includes the following parks: Glen Helen, Yucaipa, Lake Gregory, Cucamonga, Guasti, and Prado. The closest regional park is Glen Helen Regional Park which has various recreation areas with amenities for fishing, boating, and picnicking. However, the County does not provide local park services, and, currently, there are no local parks within the annexation area.
ISLAND
AREA
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After Annexation
The City of San Bernardino General Plan indicates that there are a total of 52 developed parks and recreational facilities in the City. There are a variety of different types of parks, including: 19 neighborhood, 10 community, 17 mini-parks, 3 regional parks, and 3 special facilities. The parks contain a broad range of facilities; including children’s play equipment, tennis and volleyball courts, and athletic fields. The special facilities include community buildings and senior centers.
Al Guhin Park, located at 3650 Little League Drive, is the closest City park to the annexation area (approximately 1.3 miles).
The proposed Spring Trails Specific Plan to the north of the Island Area will add additional open spaces that are meant to function as recreational opportunities, buffers, visual landmarks, and interconnecting trails. The facilities will consist of community trails, equestrian/pedestrian trails and hiking trails.
3.6 Animal Control
Before Annexation
Currently, the annexation area is serviced by the City of San Bernardino’s Animal Control on a contract basis. Animal Control is a field service provided by the City of San Bernardino Animal Services Department and is responsible for animal licensing, dead animal pickup, loose animal investigations, animal shelter management, and other services.
After Annexation
The Animal Control field service of the City of San Bernardino Animal Services Department will continue to provide services to the area after annexation.
3.7 Street Lighting
Before Annexation
Street lighting is a service provided to the area by Southern California Edison. However, the street lighting only extends to the southern border at Meyers Road, and no street lighting exists within the Island Area along Wendy Ranch Road.
After Annexation
Upon annexation, the City of San Bernardino Public Works Department is responsible for the maintenance of lighting in the public right of ways.
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3.8 Landscape Maintenance
Before Annexation
San Bernardino County provides road pavement and minimal landscaping maintenance.
After Annexation
Upon annexation and development, the responsibility will fall upon the City of San Bernardino Public Works Department.
3.9 Water
Before Annexation
Currently, public water facilities do not serve the parcels in the Island Area.
After Annexation
Upon annexation, the City of San Bernardino Municipal Water Department (SBMWD) would provide water services to the Island Area. The area lies between the 2,300 to 3,000-foot pressure zones. The nearest existing reservoir is the Meyers Canyon Reservoir, which is within the 2,100- foot pressure zone, but is not adequate for Verdemont Heights. Therefore, including the demand from the proposed Spring Trails project, water will be supplied from lower elevations by a combination of expanding and improving the offsite water system and the provision of onsite reservoirs and transmission lines.
3.10 Wastewater Collection
Before Annexation
Sewer service to the project site is currently via septic tanks.
After Annexation
The Island Area is within the City’s Public Works Department’s sanitary sewer service area. The City’s engineering sewer capacity study concluded that the existing sewer system has the capacity to accommodate the Island Area and the proposed Spring Trails project. Beginning May 2017, operation and maintenance of the City’s wastewater collection system was transferred to the City of San Bernardino Municipal Water Department (SBMWD).
Under proposed improvements for Spring Trails, the project would connect to the existing 10- inch sewer line located on Little League Drive, which connects to a major interceptor system to the south and is eventually treated in the San Bernardino Water Reclamation Plant operated by Packet Page 1449
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SBMWD. The only offsite improvement that may be required is North Little League Drive, which may be upgraded from an 8” to a 10” line depending upon the ultimate slope as determined in final engineering.1
3.11 Transportation
Before Annexation
Current transportation services for the annexation area include freeways and interchanges serviced by Caltrans; arterials and collectors serviced by the County Public Works Department; local roads also serviced by the Public Works Department of San Bernardino County; and public transit serviced by Omnitrans. The closest Omnitrans bus stop to the annexation area is at Kendall Drive and Palm Avenue with a driving distance of about 2.2 miles.
After Annexation
Caltrans and Omnitrans will continue to provide their services post annexation for arterials, collectors and public transit. Upon annexation, the City becomes responsible for the regional transportation fee associated with the proposed project, which is included in the review of City fees for new development in Chapter 4, Table 4-2.
3.12 Flood Control and Drainage
Before Annexation
The drainage area to which the Island Area belongs flows into Cable Canyon, then into Cable Creek, then into Devil Creek Diversion Channel, then into Lytle Creek Wash and eventually into the Santa Ana River. Currently, there are no local flood control or drainage facilities in the annexation area. On a regional level, the San Bernardino County Flood Control District intercepts and manages flood flows through and away from developed areas throughout the County. The District is also responsible for water conservation and storm drain construction.
After Annexation
Upon annexation, flood control and drainage systems remain under the San Bernardino County Flood Control District. The existing Cable Canyon and Meyers Canyon drainage ways would remain relatively unchanged, except for necessary roadway and infrastructure improvements. 1 Montecito Equities, Spring Trails Specific Plan, October 2012, p. 3-112 Packet Page 1450
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3.13 Utilities
Before and After Annexation
Utilities include cable television, internet, telephone, electric power, and natural gas. Currently, Charter Communications is the cable television and internet service provider. Verizon maintains telephone service to the annexation area. Electricity is provided by Southern California Edison, while natural gas is supplied by the Southern California Gas Company. These service providers are not anticipated to change upon annexation.
3.14 Schools
Before and After Annexation
Public education in the City of San Bernardino is provided by San Bernardino City Unified School District (SBCUSD). SBCUSD is the eighth-largest public school district in California with over 54,379 students enrolled at 44 elementary schools, 10 middle schools, 8 high schools and 3 special education schools. Before the annexation, the SBCUSD served the unincorporated area.
SBCUSD will continue to serve the existing development as well as any future development in the annexation with North Verdemont Elementary School (3555 West Meyers Road), Chavez Middle School (6650 North Magnolia Avenue), and Cajon High School (1200 Hill Drive), as shown in Figure 3-9. Palm Avenue Elementary School is also located near the annexation area at 6565 Palm Avenue.
Figure 3-3
Local Elementary, Middle and High Schools
San Bernardino City Unified School District
City of San Bernardino
3-3 Local Elementary, Middle and High Schools
Source: Stanley R. Hoffman Associates, Inc.
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3.15 Solid Waste Management
Before Annexation
The current service provider of solid waste management for the annexation area is the San Bernardino County Department of Public Works’ Solid Waste Management Division, under the contract with Burrtec. The division oversees the operation and management of the County’s solid waste disposal system, which includes five regional landfills and nine transfer stations.
After Annexation
Solid waste collection within the City of San Bernardino and a portion of the unincorporated planning area is provided by Burrtec on a contract basis with the City.
3.16 Public Health and Welfare
Before and After Annexation
The San Bernardino County Department of Public Health currently serves the City for the general public’s health and welfare services. The department provides a variety of programs and services that informs and educates the public about health issues. The County Department of Public Health additionally provides public assistance welfare and healthcare needs for all residents within San Bernardino County. There are no anticipated changes in service levels or costs after the annexation of the proposed project.
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CHAPTER 4
PAYING FOR PUBLIC FACILITIES AND INFRASTRUCTURE
4.1 Overview of Development Impact Fees
Any new development in the Island Area will pay one-time development impact fees (DIF) to offset the additional public capital costs required of new development. If the developer constructs any facilities covered by DIFs, the developer will receive credit toward construction costs for an equivalent amount of DIF fees.
At this time, no new development is assumed for the period of 5 years post-annexation being analyzed in this study. Therefore, no development impact fees are projected for this period for the Island Area Annexation.
For information purposes, one-time development impact fees that could be collected by the City and the Municipal Water Department upon annexation are shown in Table 4-1. City fees include Community Development, Public Safety and Engineering fees.
4.2 Schools
There is a one-time School Impact Fee of $4.31 per square foot for new, single-family residential development in the City of San Bernardino.
4.3 Utilities
Cable television, internet, power, and gas utilities are enterprise services, where fees are determined by each company’s rate structure.
4.4 Roads and Drainage
The local circulation systems fee is $233 per unit, while the regional circulation systems fee is $2,435 per unit, as shown in Table 4-1.
4.5 Water and Sewer
The San Bernardino Municipal Water Department (SBMWD) charges a Sewer Capacity Fee of $3,500 per unit and a Water Connection Fee of $7,110 per unit, as shown in Table 4-1.
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Table 4-1
Summary of City Development Impact Fees
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
4-1 Summary of City Development Impact Fees
Estimated
Development Fees
Development Impact Fee Category 1 Amount Impact Fees
New Residential Units 0
Fee per Unit
City Fees 2
Community Development Fees
Aquatic Facilities $326 $0
Cultural Development $3,000 $0
Library Facilities $638 $0
Public Meeting Facilities $1,090 $0
Parkland and Open Space $9,518 $0
Subtotal $14,571 $0
Public Safety Fees
Law Enforcement $639 $0
Subtotal $639 $0
Engineering Fees
Local Circulation Systems $233 $0
Regional Circulation Systems $2,435 $0
Storm Drain $3,926 $0
Verdemont (Chestnut Drainage Fee -- $0.289/ sq. ft.) $957 $0 Verdemont (Palm Box Culvert/ Signal -- $0.022/ sq. ft.) $74 $0 Subtotal $7,624 $0
Total City Fees $22,835 $0
Water & Sewer - City of San Bernardino Municipal Water Department (SBMWD) 4 Sewer Capacity $3,500 $0
Water Connection (3/4" x 3/4") $7,110 $0
Total SBMWD Fees $10,610 $0
TOTAL FEES $33,445 $0
1. Note that the analysis does not include engineering processing fees, applicable fee credits, potential CFD/AD proceeds or potential impact of a Development Agreement, Mitigation Agreement, SB 50 Agreement, or similar agreement.
2. Represents the applicable fees per the City of San Bernardino fee schedule cited below. Actual fee amounts may differ at the time of application for building permits or connection to services.
3. Upon annexation, payment of the regional circulation system fee which was the requirement of the County prior to annexation will transfer to the City.
4. Represents the applicable water fees per the City of San Bernardino Municipal Water Department.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Land Development Division Impact Fees, Effective February 15, 2022 (Accessed 8/2023) Packet Page 1454
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CHAPTER 5
FISCAL IMPACTS
This chapter describes the fiscal analysis of the Meyers Road Island Area annexation. Fiscal impacts are first presented to the City of San Bernardino General Fund followed by the projected recurring revenues to the City’s Gas Tax Fund, and the City’s Measure I Fund. Fiscal impacts are shown in constant 2024 dollars with no adjustment for possible future inflation.
As required by LAFCO, this study analyzes and presents the fiscal impacts of the Island Area on the City General Fund and other funds for the first five years upon annexation. First year postannexation is assumed to be 2026.
5.1 City General Fund
A small deficit of $2,474 is projected to the City General Fund for the Meyers Road Island Area Annexation at Year 5 upon annexation, as shown in Table 5-1. The projected deficit is based on recurring revenues of about $5,738 and recurring costs of about $8,212. This projection includes assumed revenues from the recently adopted CFD 2018-1 tax for safety services. The revenueto-cost ratio is estimated at about 0.70 at Year 5 upon annexation.
Projected deficit to the General Fund declines slightly from $2,756 in Year 1 upon annexation through $2,474 in Year 5. The calculation assumes revenues from the recently adopted CFD 2018-1 tax for safety services family unit, which increases over time.
Table 5-1
Summary of Projected General Fund Recurring Fiscal Impacts Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
5-1 Summary of Projected Recurring Fiscal Impacts
Year 1 Year 2 Year 3 Year 4 Year 5
General Fund 2026 2027 2028 2029 2030
Estimated Annual Recurring Revenues $5,456 $5,522 $5,591 $5,664 $5,738 Estimated Annual Recurring Costs $8,212 $8,211 $8,212 $8,212 $8,212 Estimated Annual Recurring Surplus ($2,756) ($2,689) ($2,620) ($2,548) ($2,474) Estimated Annual Revenue/Cost Ratio 0.66 0.67 0.68 0.69 0.70 Sources: Stanley R. Hoffman Associates, Inc.
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General Fund Projected Recurring Revenues
The CFD 2018-1 (safety services) taxes, Utility User tax, and off-site and Measure-S sales taxes account for about 82 percent of the total projected General Fund revenues at Year 5, as shown in the detailed projected fiscal impacts in Table 5-2.
General Fund Projected Recurring Costs
As also shown in Table 5-2, police protection and general government account for about 76 percent of total projected recurring General Fund costs for the project after buildout.
Table 5-2
Detailed General Fund Projected Recurring Fiscal Impacts Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
5-2 Detailed General Fund Projected Recurring Fiscal Impacts Year 1 Year 2 Year 3 Year 4 Year 5 Percent
General Fund 2026 2027 2028 2029 2030 of Buildout
Estimated Recurring Revenues
Property tax 1 $0 $0 $0 $0 $0 0.0%
Property tax in lieu of VLF 0 0 0 0 0 0.0%
Off-site retail sales and use tax 954 954 954 954 954 16.6% Measure S - sales tax 852 852 852 852 852 14.8%
Franchise tax 548 548 548 548 548 9.5%
CFD 2018-1 (safety services) 2 1,666 1,732 1,802 1,874 1,949 34.0% Charges for current services 143 143 143 143 143 2.5%
Fines and forfeitures 58 58 58 58 58 1.0%
Intergovernmental revenues 78 78 78 78 78 1.4%
Miscellaneous revenues 56 56 56 56 56 1.0%
Tow franchise revenues 28 28 28 28 28 0.5%
Property transfer tax-turnover 3 0 0 0 0 0 0.0%
Sales tax - public safety 76 76 76 76 76 1.3%
Utility user tax 997 997 997 997 997 17.4%
Total Projected Revenues $5,456 $5,522 $5,591 $5,664 $5,738 100.0% Estimated Recurring Costs
Economic and housing development $68 $68 $68 $68 $68 0.8% Police protection 4,949 4,949 4,949 4,949 4,949 60.3%
Parks, recreation and community services 268 268 268 268 268 3.3% Public works' services 1,236 1,236 1,236 1,236 1,236 15.1% Transfer to Animal Control Fund 197 197 197 197 197 2.4% Library 153 153 153 153 153 1.9%
General government - O&M/contracts 458 458 458 458 458 5.6% General government - overhead 883 883 883 883 883 10.8% Total Recurring Costs $8,212 $8,211 $8,212 $8,212 $8,212 100.0% Estimated Net Recurring Surplus -$2,756 -$2,689 -$2,620 -$2,548 -$2,474 Estimated Revenue/Cost Ratio 0.66 0.67 0.68 0.69 0.70
1. Based on information from the City Finance Director, per the agreement between the City and the San Bernardino County Fire Protection District (SBCFPD) the City will not receive any of the basic one percent property tax upon annexation of the Spring Trails project.
2. The City formed CFD 2018-1 in October 2018 which levies a special tax to provide finances for a portion of ongoing citywide public safety services.
The special tax is $385 per single family unit and $358 per multi-family unit effective July 1, 2019 through June 2024. Beginning July 1, 2024, these rates will increase by four percent each following July 1.
3. Residential turnover is not anticipated within first 5 years of annexation.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Finance Director
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5.2 Other Funds
Fund 126 – Gas Tax
As shown in Panel A of Table 5-3, recurring Gas Tax Fund revenues to the City are projected at $292 per year for the Island Area annexation over the 5-year period. These revenues are earmarked for transportation related expenditures.
Fund 129 – Measure I
Measure I includes a ½ cent sales tax for transportation expenditures. Recurring Measure I revenues are projected at $89 per year over the 5-year period, as shown in Panel B of Table 5-3.
Table 5-3
Summary of Projected Other Funds Recurring Revenues
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
5-3 Summary of Projected Other Funds Recurring Revenues Year 1 Year 2 Year 3 Year 4 Year 5
Other Funds 2026 2027 2028 2029 2030
A. Fund 126 - Gas Tax 1
Annual Recurring Gasoline Tax $292 $292 $292 $292 $292
B. Fund 129 - Measure I 1
1/2 cent sales and road tax $89 $89 $89 $89 $89
1. Annual recurring gasoline tax and Measure I revenues are restricted to street related expenditures.
Sources: Stanley R. Hoffman Associates, Inc.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 27 Plan for Service and Fiscal Analysis
CHAPTER 6
CITY OF SAN BERNARDINO FISCAL ASSUMPTIONS
This chapter presents the revenue and cost assumptions for projecting the ongoing operations and maintenance costs to the City General Fund and related City Funds for the Meyers Road Island Area annexation into the City of San Bernardino. As discussed earlier, the annexation area is currently located in the unincorporated area of San Bernardino County, within the existing sphere of influence of the City of San Bernardino.
The general City demographic and economic assumptions used for calculating fiscal factors are first presented. The assumptions for projecting recurring revenues are then presented followed by the assumptions for projecting recurring costs. The fiscal factors are based on discussion with City finance staff and the City’s Fiscal Year 2023-24 Adopted Budget.
6.1 City General Assumptions
Fiscal impacts that are not based on valuation and taxable sales are generally projected based on a per capita, per employee, or per service population basis. Some fiscal impacts are projected based on other factors, such as per unit or per acre, based on the available data. General fund revenue and cost factors are estimated by dividing the FY 2023-24 budget categories by the City’s resident population, employment, total service population, or developed acres where appropriate. Table 6-1 provides the City’s general assumptions for this fiscal analysis.
Population
As shown in Table 6-1, the State Department of Finance (DOF) estimates the City of San Bernardino’s January 1, 2023, total population at 223,230. The City population estimate is used for projecting certain revenues and costs on a per capita basis, such as State subvened gas taxes.
Housing Units
DOF estimates 67,593 total housing units for the City of San Bernardino for January 1, 2023. DOF estimates that 64,905 units are occupied.
Persons per Household
The 2023 average persons per household for the City is estimated at 3.34 persons based on dividing the household population estimate of 216,854 by the 64,905 estimated occupied units.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 28 Plan for Service and Fiscal Analysis
Table 6-1
City Population, Housing and Employment Assumptions
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
6-1 City Population, Housing and Employment Assumptions Employment
For fiscal factors that are impacted by only employment, such as business license taxes, the City’s total employment is used as the basis for calculating the factor. The total City employment of 112,478 for the year 2023 represents an interpolation of the years 2019 and 2035 from the Southern California Association of Governments (SCAG) 2024 Regional Transportation Plan (RTP), Preliminary Data.
Assumption Description
Population and Housing 1
216,854 Total Household Population
6,376 Group Quarters Population
223,230 Total Resident Population
43,315 Single Family Units
24,278 Multi-Family Units
67,593 Total Housing Units
64,905 Occupied Housing Units
3.34 Citywide Average Household Size
Employment
112,478 Total City Employment 2
Service Population 3
223,230 Total Resident Population
56,239 Employment Weighted at 50%
279,469 Total Service Population
Note: 1. Population and housing estimates are January 1, 2023 estimates provided by the California Department of Finance (DOF).
2. The total employment estimate for 2023 based on an interpolation of the 2019 and 2035 estimates from the Southern California Association of Governments, (SCAG) 2024 RTP preliminary estimates.
3. This analysis has weighted the employment at 50% to account for the estimated less frequent use of City services by employment versus population. Service population equals the total resident population plus the weighted employment.
Sources: Stanley R. Hoffman Associates, Inc.
State of California, Department of Finance, E-5 Population and Housing Estimates for Cities, Counties and the State - January 1, 2021-2023, Sacramento, May 2023 Southern California Association of Governments (SCAG), Preliiminary RTP 2024 Projecions Data Packet Page 1459
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 29 Plan for Service and Fiscal Analysis
Service Population
Fiscal factors that are impacted by both population and employment growth are estimated by allocating total budgeted revenues or costs to the estimated service population. Service population includes the City’s resident population plus 50 percent of the total estimated City employment. Employment is weighted at 50 percent to account for the estimated less frequent use of City services by employment versus population.
As shown in Table 6-1, The City’s service population is estimated at 279,469 and represents the City’s estimated resident population of 223,230 plus 50 percent of the City’s estimated total employment, or 56,239 (50 percent of the total employment of 112,478).
6.2 City Revenue Assumptions
The General Fund and Gas Tax Fund revenue factors that are used in preparing the fiscal analysis for the Island Area are presented in Table 6-2. These factors are based on the City’s Fiscal Year (FY) 2023-24 Adopted revenues for the General Fund and Other Funds shown in Appendix Table B-1 and Table B-2 and the City’s population, employment and service population estimates that are presented in Table 6-1.
General Fund
Property Taxes - General Fund. The San Bernardino County Fire Protection District (SBCFPD) is now providing fire protection to the City. Based on the agreement between the City and the SBCFPD, the City will not receive a share of the 1.0 percent basic levy. The SBCFPD will receive the entire allocations that would have previously been allocated to the City.
Property Tax In Lieu of Vehicle License Fees. Cities and counties began receiving additional property tax revenue to replace vehicle license fee (VLF) revenue that was lowered in 2004 when the state reduced the vehicle license tax. This property tax in lieu of VLF is projected to grow with the change in the citywide gross assessed valuation (AV) of taxable property from the prior year.
As shown in Appendix Table B-3, the property tax in lieu of VLF in the City is projected to increase at an average of $1,270 per million dollars of new assessed valuation (AV). This factor is based on the change in AV and the change in property tax in lieu of VLF in the City over the last 10 years.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 30 Plan for Service and Fiscal Analysis
Table 6-2
General Fund and Other Funds Recurring Revenue Factors
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
6-2 General Fund and Other Funds Recurring Revenue Factors FY 2023-24
Adopted
Revenue Source Budget Projection Basis 1
GENERAL FUND
Property Taxes 2 n/a Case Study: Project Valuation 0.00% City general share of 1% levy Property Tax In Lieu VLF (PTVLF) 3 $23,000,000 Case Study $1,270 per $1,000,000 assessed valuation
73.5% of PTVLF allocated to General Fund
Sales and Use Tax $51,500,000 Taxable Sales 100%
of 1% of projected sales and use
tax
Use Tax Factor Use Tax as Percent
of Sales Tax 14.9% of sales tax
Measure S - Sales Tax 4 $46,000,000 Case Study $893.00 per $1,000 of sales and use tax Franchise Taxes $11,781,000 Service Population = 279,469 $42.15 per service population CFD 2018-1 (Safety Services) 5 n/a Residential Units $400 per single family unit $372 per multi-family unit
Charges for Current Services $2,450,750 Population = 223,230 $10.98 per capita Fines and Forfeitures $1,255,500 Service Population = 279,469 $4.49 per service population Intergovernmental Revenues $1,335,000 Population = 223,230 $5.98 per capita Business Registration $8,000,000 Employment = 112,478 $71.13 per employee Miscellaneous Revenues $1,209,056 Service Population = 279,469 $4.33 per service population Tow Franchise $606,000 Service Population = 279,469 $2.17 per service population Property Transfer Tax $1,100,000 Property turnover 5.0% Residential turnover rate and
valuation assumptions $0.55 per $1,000 assessed valuation Sales Tax - Public Safety $1,300,000 Population = 223,230 $5.82 per capita Utility User Tax $21,430,500 Service Population = 279,469 $76.68 per service population GAS TAX FUND 126
State gasoline tax $5,008,561 Population = 223,230 $22.44 per capita MEASURE I FUND 129
1/2% sales tax $4,808,000 City Sales and Use Tax = $51,500,000 $93.36 per $1,000 City sales and use tax
1. For fiscal factors that are based on population and employment, an estimated service population factor is applied, which represents the total population plus 50% of the total employment estimate.
2. Based on information from the City Finance Director, at this time the City General Fund will not receive any of the one percent basic property tax levy on the property's assessed valuation because of the property tax exchange agreement between the City and the County Fire Protection District. The County Fire Protection District now provides fire protection to the City.
3. The State has lowered the VLF rate, which reduces the amount of VLF received by cities and counties. However, the State is providing property taxes to offset the VLF reduction. VLF is estimated to change according to the City's increased in assessed valuation, as shown in Appendix Table B-3. Based on the property tax agreement between the City and the County Fire Protection District, the City will receive 73.5 percent of the projected property tax in lieu of VLF from the project.
4. The City enacted Measure S in 2006 which is a 0.25 percent sales tax and increased to 1 percent in 2020 by voters.
5. The City formed Community Facilities District (CFD) 2018-1 in October 2018 which levies a special tax to provide finances for a portion of ongoing citywide public safety services. The special tax is $385 per single family unit and $358 per multi-family unit effective July 1, 2019 through June 2024. Beginning July 1, 2024, these rates will increase by four percent each following July 1.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Fiscal Year 2023-24 Adopted Budget City of San Bernardino, Finance Director
State of California, Department of Finance, E-5 Population and Housing Estimates for Cities, Counties and the State - January 1, 2021-2023, Sacramento, May 2023 Southern California Association of Governments (SCAG), Preliiminary RTP 2024 Projecions Data Projection Factor
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 31 Plan for Service and Fiscal Analysis
The City receives property tax in-lieu of VLF based on the change in its gross assessed valuation of taxable property for new development in the annexed area. Per State law, the existing valuation in an annexing area cannot be used in adjusting the base amount of assessed valuation in the annexing City. However, based on the agreement between the City and the San Bernardino County Fire Protection District the City will receive only 73.5 percent of the projected property tax in lieu of VLF.
Sales and Use Tax. Sales tax revenues to the local jurisdiction are projected at one percent of taxable sales. The City receives one percent of the taxable sales of most goods occurring within City limits. In addition to sales tax revenue, the City receives revenues from use tax, which is levied on shipments into the state and on construction materials for new development not allocated to a situs location. Use tax is allocated by the California Department of Tax and Fee Administration (CDTFA) based on each jurisdiction's proportion of countywide and statewide direct taxable sales.
Use tax revenues to the City of San Bernardino are estimated at an additional 14.9 percent of point-of-sale sales tax, as shown in Appendix Table B-4. Half-year 2022 sales tax data provided obtained from CDTFA estimates that $3,549,772 of total sales and use tax were made from levies designated as use tax and the remaining $23,826,715 of the sales and use tax was point-of-sale sales tax. Therefore, use tax revenues to the City of San Bernardino are estimated at an additional
14.9 percent of point-of-sale sales tax.
Measure S – Sales Tax. As shown in Table 6-2, Measure Z sales tax is projected at $893 per $1,000 of City sales and use tax. This tax is an additional component of sales and use tax that established an additional 0.25 percent sales tax that took effect in 2007. Measure S was increased to 1 percent sales tax by voters in 2020. Based on discussion with the City’s finance director, this revenue is assumed for the fiscal analysis.
Franchise Taxes. Franchise taxes are projected at $42.15 per service population based on FY 2023-24 Adopted Budget revenues of $11,781,000 and the service population estimate of 279,469. City franchise taxes are collected for providers of cable, electric, gas, and telephone.
Community Facilities District (CFD) 2018-1 (Safety Services). The City formed CFD 2018-1 In October 2018 which levies a special tax to provide financing for a portion of ongoing public safety services. The special tax was $385 per single family unit and $358 per multi-family unit.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 32 Plan for Service and Fiscal Analysis
Collection of the fee began July 1, 2019, and will remain at the current rate for five years.
Beginning July 1, 2024, these rates will increase by four percent each following July 1.
Charges for Current Services. Based on estimated FY 2023-24 Adopted Budget recurring revenues of $2,450,750 and the City’s population estimate, charges for current services are projected at $10.98 per capita. These revenues do not include one-time fees and charges, as shown in Appendix Table B-1.
Fines and Forfeitures. These revenues include vehicle code fines, parking citations and other fines and penalties, and are projected at $4.49 per service population based on estimated FY 2023-24 Adopted Budget revenues of $1,255,500 and the City’s service population of 279,469.
Intergovernmental Revenues. As shown in Table 6-2, these revenues are projected at $5.98 per capita based on estimated FY 2023-24 Adopted Budget revenues of $1,335,000 and the City’s population estimate of 223,230.
Business Registration. These revenues are not projected for the Island Area because there is no employment projected for the project.
Miscellaneous Revenue. These revenues are projected at $4.28 per service population based on estimated FY 2023-24 Adopted Budget recurring revenues of $1,209,056 and the City’s service population estimate of 279,469. Water Fund contributions for administrative services are included in this category. Revenues that are generated on a one-time basis and revenues that are not directly generated by the project are not included in this category.
Tow Franchise. Tow franchise revenues are projected at $2.17 per service population based on FY 2023-24 Adopted Budget revenues of $606,000 and the service population of 279,469.
Property Transfer Tax. Sales of real property are taxed by San Bernardino County at a rate of $1.10 per $1,000 of property value. For property located in the City, property transfer tax is divided equally between the City and the County, with the City receiving $0.55 per $1,000 of transferred property value. Based on the U.S. Census Bureau, American Community Survey for the period from 2015 to 2021, residential development in the City of San Bernardino is estimated to change ownership at an average rate of about 5.0 percent per year (Appendix Table B-5).
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 33 Plan for Service and Fiscal Analysis
Sales Tax – Public Safety. These revenues are projected at $5.82 per capita based on the City FY 2023-24 Adopted revenue amount of $1,300,000 and the population estimate of 223,230.
Utility User Tax. The City of San Bernardino levies a utility user tax on the users of cable, natural gas, electricity and telephone services within the City. Based on the City FY 2023-24 Adopted Budget revenue amount of $21,430,500 and the City’s estimated service population of 279,469, utility user taxes are projected at $76.68 per service population.
Gas Tax Fund 126
As shown in Table 6-2, total State gasoline tax revenues to the City are projected at $22.44 per capita based on estimated FY 2023-24 Adopted Budget revenues of $5,008,561 and the City’s total population estimate of 223,230. These revenues include appropriations the shown in Appendix Table B-2. These revenues are earmarked for road related expenditures.
Measure I Fund 129
Measure I includes is a ½ cent sales tax. As shown in Table 6-2, total Measure I sales tax revenues to the City are projected at $93.36 per $1,000 of total sales and use tax. This factor is based on estimated FY 2023-24 Adopted Budget revenues of $4,808,000 for Measure I sales tax and the City’s total sales and use tax of $51,500,000. These revenues are earmarked for transportation related expenditures.
6.3 City Cost Assumptions
The General Fund cost factors that are used in preparing the fiscal analysis for the Meyers Road Island Area Annexation are presented in Table 6-3. These factors are based on the City’s Fiscal Year (FY) 2023-24 Adopted Budget net expenditures shown in Table 6-3 and the City’s population and service population estimates that are presented in Table 6-1.
City General Fund expenditures are projected for general government, or overhead functions; community development; police; parks, recreation and community services; public works; and transfers from the General Fund to the Animal Control Fund and to Library services.
Water and sewer operations are assumed to not impact the General Fund because they are enterprise functions and maintenance costs are assumed to be covered through the payment of user fees and charges. Fire protection to the City is provided by the San Bernardino County Fire Protection District, and these costs are not included in this analysis.
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 34 Plan for Service and Fiscal Analysis
Table 6-3
General Fund Recurring Cost Factors
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
6-3 General Fund Recurring Cost Factors
General Government
General government costs include administration and support of the departmental functions.
General government costs for City of San Bernardino include Mayor, City Council, City Clerk, City Attorney, City Manager, Human Resources, Finance, Benefits, Dues and Subscriptions and Debt Service. These are generalized citywide services and can’t be directly linked to a specific department or project.
As shown in Table 6-4, Fiscal Year 2023-24 Adopted Budget general government costs are estimated at $19,914,991 and direct departmental costs (or non-general government) are estimated at $165,342,925. Average general government costs are projected at about 12.0 percent of direct non-general government costs.
FY 2023-24
Adopted Budget
Cost Category Total Net Projection Basis 1 Cost Factor 1 General Government - Overhead $19,914,991 $19,914,991 Share of Line Costs 12.0% of direct department costs General Government - Operations and
Maintenance (O&M)/Contracts $9,846,601 $9,846,601 Service Population = 279,469 $35.23 per service population Community and Economic Devevelopment 2 $11,923,799 $1,452,799 Service Population = 279,469 $5.20 per service population Police Protection $106,395,588 $106,395,588 Service Population = 279,469 $380.71 per service population Parks, Recreation and Community Services $4,596,710 $4,596,710 Population = 223,230 $20.59 per capita Public Works Services $26,567,943 $26,567,943 Service Population = 279,469 $95.07 per service population Transfer to Animal Control Fund $3,378,783 $3,378,783 Population = 223,230 $15.14 per capita Library $2,633,501 $2,633,501 Population = 223,230 $11.80 per capita
1. For fiscal factors that are based on population and employment, an estimated service population factor is applied, which represents the total population plus 50% of the total employment estimate.
2. Net community and economic development services costs are calculated from budgeted costs minus projected one-time charges for services revenues, license revenues and permit revenues that offset the budgeted costs, as shown in Table B-6.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Fiscal Year 2023-24 Adopted Budget City of San Bernardino, Finance Director
State of California, Department of Finance, E-5 Population and Housing Estimates for Cities, Counties and the State - January 1, 2021-2023, Sacramento, California, May 2023
Southern California Association of Governments (SCAG), 2024 Regional Transportation Plan (RTP), Preliminary Data.
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Table 6-4
Calculation of City General Government Overhead Rate
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis (In Constant 2024 Dollars)
6-4 Calculation of City General Government Overhead Rate General Government – Operations and Maintenance (O&M)/Contracts About $9,846,601 of General Fund expenditures are for operations and maintenance contracts.
Based on this amount and the City’s estimated service population of 279,469, these costs are projected at $35.23 per service population, as shown in Table 6-3.
FY 2023-24 Adopted Budget
General Fund Expenditures Total
General
Government
Non-General
Government
General Government
Mayor $317,840 $317,840
City Council 959,087 959,087
City Clerk 1,586,893 1,586,893
City Attorney 3,310,443 3,310,443
City Manager 2,401,885 2,401,885
Human Resources 2,587,614 2,587,614
Finance 6,218,078 6,218,078
General Government:
Transfer to Animal Control 3,378,783 3,378,783
Net Personnel 45,090 45,090
Dues and Subscriptions 122,953 122,953
Maintenance and Operations/Contractual 9,846,601 9,846,601 Debt Service 2,365,108 2,365,108
General Government Subtotal 15,758,535
Non-General Government
Community & Economic Development $11,923,799 $11,923,799 Police 106,395,588 106,395,588
Parks, Recreation and Community Services 4,596,710 4,596,710 Public Works 26,567,943 26,567,943
Library 2,633,501 2,633,501
GRAND TOTAL GENERAL FUND $185,257,916 $19,914,991 $165,342,925 Current General Government Overhead Rate
General Government Expenditures $19,914,991
divided by
Direct General Fund Expenditures $165,342,925
equals
Current General Government Overhead Rate 12.0%
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Fiscal Year 2023-24 Adopted Budget City of San Bernardino, Finance Director
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Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 36 Plan for Service and Fiscal Analysis
Community and Economic Development
As also shown in Table 6-3, Community and Economic Development costs are projected on net cost basis. Fiscal Year 2023-24 Adopted Budget Community and Economic Development costs of $11,923,799 are offset by one-time development related permit and fee revenues, as shown in Appendix Table B-6, to result in net costs of $1,452,799. This divided by the service population of 279,469 results in $5.20 per service population.
Police Department
Based on expenditures of $106,395,588 in the FY 2023-24 Adopted Budget budget, and the City’s service population estimate of 279,469, police costs are projected at $380.71 per service population. As discussed in Chapter 3, the San Bernardino Police Department maintains a ratio of approximately one sworn officer for every 1,000 residents. The annexation area will be served by a main police station, located at 710 North D Street. The project site belongs to patrol beat B1 in the Northwest Patrol District.
Parks, Recreation and Community Services
Citywide average annual costs for parks, recreation and community services are projected at $20.59 per capita based on the City’s FY 2023-24 Adopted Budget recurring costs for these services of $4,569,710 and the City’s population estimate of 223,230. Onsite parks, trails and open space will be maintained through a homeowners association.
Public Works Services
The Public Works Department maintains streets, sidewalks, curbs, gutters; street signs, street trees, traffic signals, streetlights, storm drains and sewer main lines. The Department also works with the Police Department for the prevention and removal of graffiti and provides collection services for refuse, recyclables and green waste.
Based on FY 2023-24 expenditures of $26,567,943 and the City’s service population estimate of 279,469, average costs for all General Fund Public Works services are projected at $95.07 per service population. All project onsite streets, drains and streetlights will be maintained through a homeowners association and a lighting/ landscaping maintenance district.
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Transfer to Animal Control Fund
Animal Control services are financed through a separate Animal Control Fund. Based on the City’s FY 2023-24 Adopted Budget General Fund transfers of $3,378,783 to the Animal Control Fund and the City’s population estimate of 223,230, these costs are projected at $15.14 per capita, as shown in Table 6-3.
Library Fund
Library services are also paid through a separate fund. Library service costs are projected at $11.80 per capita based on the City’s FY 2022-23 Adopted Budget General Fund transfers of $2,633,501 to the Library Fund and the City’s population estimate of 223,230.
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APPENDIX A
NEIGHBORHOOD INFRASTRUCTURE IMPROVEMENTS
Table A-1
Road, Drainage, Sewer. Parks, Trails and Open Space Phasing Spring Trails Specific Plan
A-1 Spring Trails Specific Plan, Roads, Drainage, Sewer, Parks, Trails and Open Space Phasing Lane Miles Square Feet Lane Miles Square Feet Lane Miles Square Feet Primary Access Miles/Square Feet 1.04 153,216 0.19 25,188 Secondary Access Miles/Square Feet 2.61 344,789 0.08 10,254 Primary Local Miles/Square Feet 2.96 309,382 0.97 250,669 Secondary Local Miles/Square Feet 0.27 28,275
Cul-De-Sac I Miles/Square Feet 0.63 99,076 0.31 43,960
Cul-De-Sac II Miles/Square Feet 0.84 110,501 2.41 288,137 Total 3.65 498,005 4.70 554,401 3.96 611,041
Public Private Public Private Public Private
Detention Basin Square Feet 298,277 178,392
Infiltration Trench Square Feet
Reinforced Concrete Box Lineal Feet 1,430 2,286
Reinforced Concrete Pipe Lineal Feet 3,685 7,460 2,378
Arch Culvert Lineal Feet 580
Total Lineal Feet 5,695 9,746 2378
Phase 2
Public Private Public Private Public Private
Sewer Main Lineal Feet 4,017 10,857 13,479
Public Private Public Private
Open Space Acre 47.4 27
Graded Slopes Acre 25.18 9
12' Pedestrian/Equestrian Trail Lineal Feet 5,700 6,100 4' Hiking Trail Lineal Feet 4,600 2,700
Observation Point Each 3 3
Trailhead Each 2 1
Park Square Feet 57,331
landscaping.
Sources: Stanley R. Hoffman Associates, Inc.
J. P. Weber Group, October 2016
Roads 1
Road Type Unit of Measure
Offsite
Onsite (Private)
Phase 1 Phase 2
Drainage (Basins, Storm Drain) 2
Facility Type Unit of Measure
Offsite
Onsite
Phase 1 Phase 2
Sewer 3
Facility Type Unit of Measure
Offsite
Onsite
Phase 1
Note: 1. All proposed offsite roads are assumed to be public maintained roads. Road sections are based on the proposed section on the Tentative Map exhibit. All roads are proposed as 2-lane roads. Lane miles are calculated by doubling the centerline length of a road segment. Road square footage is based on the entire road section, from R/W to R/W.
2. Detention basins are measured by square footage of the entire drainage lot. There are 2 basins in Phase 1 and 1 basin in Phase 2. Infiltration Parks, Trails and Open Space 4
Facility Type Unit of Measure
Phase 1 Phase 2
trenches are as proposed in the project WQMP and Hydrology Report. RCB quantities are based on the length of the centerline of each cell within a multiple celled box culvert. Arch Culverts are assumed for the Secondary Access Road crossing of Cable Creek. Arch Culverts are also proposed for Street " and Street "DD" crossing of Cable Canyon.
3. Offsite sewer is from the tract boundary on Verdemont Drive to Little League Drive, and in Little League Drive to existing facilities as depicted on the proposed Tentative Map.
4. Parks, Trails and Open Space sections are based on the Trails, Parks, and Open Space Plan in the Spring Trails Specific Plan. Trail lengths are approximate based on the Trails, Parks, and Open Space Plan. Open Space is areas on the Tentative Map that is not impacted by any development activity, except trail grading. Graded Slopes are areas within the proposed open space lots that have proposed grading and Packet Page 1469
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APPENDIX B
SUPPORTING FISCAL TABLES
Table B-1 (page 1 of 2)
General Fund Revenues, Fiscal Year 2022-23 Adopted Budget Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
B-1 General Fund Adopted Revenues, Fiscal Year 2022-23
Revenue Category Total Non-Recurring 1 Not Projected 2 Projected Property Taxes
Property Tax In Lieu of VLF $23,000,000 $0 $0 $23,000,000 Sales and Use Tax
Sales and Use Tax $51,500,000 $0 $0 $51,500,000
Measure Z - Sales Tax
Measure Z - Sales Tax $46,000,000 $0 $0 $46,000,000
Franchise Tax
Franchise Tax - So Cal Edison $1,000,000 $0 $0 $1,000,000 Franchise Tax - So Cal Gas 550,000 0 0 550,000
Franchise Tax - Charter Cable TV 1,100,000 0 0 1,100,000 Franchise Tax - Verizon 120,000 0 0 120,000
Franchise Tax - AT&T (Pacific Bell) 11,000 0 0 11,000
Franchise Tax - Burrtec Disposal 9,000,000 0 0 9,000,000 Total Franchise Taxes $11,781,000 $0 $0 $11,781,000
Charges For Services
On Site Plan Check Fees $425,000 $425,000 $0 $0
Cannabis Permit Application Fee 20,000 20,000 0 0
Cannabis Permit Regulatory Fee 85,000 85,000 0 0
Passport Fees 0 0 0 0
Subdivision Filing Fee 100,000 100,000 0 0
Planning Development PR 650,000 650,000 0 0
Technology Fee Development Services 135,000 135,000 0 0 Plan Review 170,000 170,000 0 0
C&D Application Fee 0 0 0 0
Plan Check Fee - B&S 1,700,000 1,700,000 0 0
Plan Check Fee - Fire 0 0 0 0
Board Up/Demolition 325,000 325,000 0 0
CDBG Revenue 10,000 0 10,000 0
Pendency Release 3,500 0 3,500 0
Miscellaneous Police Receipts 1,200,000 0 0 1,200,000
Sale of Photos 1,500 0 0 1,500
Traffic Offender OTS Fee 150,000 0 0 150,000
Police Tow Release 575,000 0 0 575,000
Private Property Tow Fee 145,000 0 0 145,000
Fingerprint Fee 14,000 0 0 14,000
Property Auction 2,000 0 0 2,000
False Alarm Fee 65,000 0 0 65,000
Vehicle Repossession Fee 5,000 0 0 5,000
Investigation Fee 5,000 0 0 5,000
Fireworks Enforcement 50,000 0 0 50,000
Code SFIF 40,000 40,000 0 0
Administrative Citations SFRPIP 55,000 55,000 0 0
Payoff Demand Fee 0 0 0 0
Crime Free Rental Housing 0 0 0 0
Cemetery Burial Fee 7,500 0 0 7,500
Sale of Cemetery Vaults and Liners 0 0 0 0
Blanket Inspection Fee 225,000 225,000 0 0
Miscellaneous Engineering Receipt 120,000 120,000 0 0
Plan Check Fee - Engineering 1,600,000 1,600,000 0 0
Archival Fee - Development Services 0 0 0 0
NPDES Storm Drain Utility Fee 175,000 175,000 0 0
NPDES Inspection Fee 1,000 1,000 0 0
Weed Abatement Destruction 25,000 0 0 25,000
Program & Facility Use Fees 150,000 0 0 150,000
Park Energy Fee 0 0 0 0
Signal maint/energy 0 0 0 0
Class Registration Fee 5,750 0 0 5,750
Swimming Pool Fee 50,000 0 0 50,000
Burrtec Host Fee 415,000 415,000 0 0
Library Fines 6,000 6,000 0 0
Election Filing Fees 3,000 3,000 0 0
Sale of Vases 500 500 0 0
Non Resident Fee 500 500 0 0
Crime Prevention Revenue 400 400 0 0
Total Charges for Services $8,715,650 $6,251,400 $13,500 $2,450,750 Packet Page 1470
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 40 Plan for Service and Fiscal Analysis
Table B-1 (page 2 of 2)
General Fund Revenues, Fiscal Year 2022-23 Adopted Budget Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
Revenue Category Total Non-Recurring 1 Not Projected 2 Projected Fines and Forfeitures
General Fines $15,000 $0 $0 $15,000
Code Administration Citations 69,000 0 0 69,000
Parking Citations 575,000 0 0 575,000
General Administrative Civil Penalty 130,000 0 0 130,000 Police Administrative Civil Penalty 0 0 0 0
PW Administrative Civil Penalty 0 0 0 0
Code Administrative Civil Penalty 465,000 0 0 465,000
Private Property Tow Fee 0 0 0 0
Library Fines 0 0 0 0
City Attorney Administrative Citations 1,500 0 0 1,500
Total Fines and Forfeitures $1,255,500 $0 $0 $1,255,500 Intergovernmental
Motor Vehicle In Lieu Tax $145,000 $0 $0 $145,000
Other Governmental Agencies 2,051,260 0 2,051,260 0
State Aid - POST 0 0 0 0
State Mandated Cost Reimbursement 65,000 0 0 65,000
SBIAA Reimbursement 2,000 0 2,000 0
Recoverable Expense Income 1,100,000 0 0 1,100,000
San Manuel Community Credit 1,000,000 0 1,000,000 0
Water Reimbursement 25,000 0 0 25,000
Total Intergovernmental $4,388,260 $0 $3,053,260 $1,335,000 Investment Income
Land and Building Rental/Lease $525,000 $0 $525,000 $0
ATS Land and Building Rental 0 0 0 0
Total Use of Money and Property $525,000 $0 $525,000 $0 Licenses and Permits
Business Registration $8,000,000 $0 $0 $8,000,000
Miscellaneous Planning Permits 15,000 15,000 0 0
Annual Alarm Permits 50,000 50,000 0 0
Building Permits 2,000,000 2,000,000 0 0
Mechanical Permits 125,000 125,000 0 0
C&D Self Haul Permit 5,000 5,000 0 0
Street Cut Permits 0 0 0 0
Miscellaneous Licenses and Permits 400,000 400,000 0 0
Grading Permits 15,000 15,000 0 0
Public Works Construction Permits 380,000 380,000 0 0
On Site Permits 1,750,000 1,750,000 0 0
Mobile Home Park Permit 3,000 0 3,000 0
Total Licenses & Permits $12,740,000 $4,740,000 $0 $8,000,000 Miscellaneous
Miscellaneous Planning Receipts $125,000 $0 $0 $125,000 Miscellaneous Library Receipts 4,500 0 0 4,500
Miscellaneous Receipts 180,000 0 0 180,000
Refunds and Rebates 6,000 0 0 6,000
Litigation Settlements 60,000 0 0 60,000
Restitutions 0 0 0 0
Water Fund Contributions 793,556 0 0 793,556
Vehicle Take Home Reimbursement 0 0 0 0
DUI Reimbursement 10,000 0 0 10,000
Off-Track Betting 30,000 0 0 30,000
Total Miscellaneous $1,209,056 $0 $0 $1,209,056
Other Taxes
Tow Franchise 606,000 $0 $0 $606,000
Transient Occupancy Tax 4,650,000 0 0 4,650,000
Property Transfer Tax 1,100,000 0 0 1,100,000
Sales Tax - Public Safety 1,300,000 0 0 1,300,000
Cannabis Tax 4,000,000 0 0 4,000,000
Total Other Taxes $11,656,000 $0 $0 $11,656,000
Use of Money and Property
Interest on Idle Cash $350,000 $0 $350,000 $0
Rental Income From Former EDA Properties 200,000 0 200,000 0 Vending Machine Commission 4,000 0 4,000 0
Total Use of Money and Property $554,000 $0 $554,000 $0 Utility Users Tax
Utility Users Tax $21,430,500 $0 $0 $21,430,500
General Fund Total $194,754,966 $10,991,400 $4,145,760 $179,617,806 Note: 1. One-time development related fees are not projected as recurring revenues because they are netted from projected development development services costs.
2. Certain recurring revenues (such as transient occupancy tax, intergovernmental revenues and set payment amounts) that are not impacted by the proposed project are not projected in the fiscal analysis.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Fiscal Year 2023-24 Adopted Budget Packet Page 1471
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 41 Plan for Service and Fiscal Analysis
Table B-2
Fiscal Year 2022-23 Adopted Budget: Revenues for Other City Funds 1 Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
B-2 Revenues for Other City Fund, Fiscal Year 2022-23
Revenue Category Total Not Projected 2 Recurring
Fund 124 - Animal Control
Animal Licenses $210,000 $0 $210,000
Miscellaneous Licenses and Permits 2,500 0 2,500
General Fines 5,200 0 5,200
Animal License Penalty 13,500 0 13,500
Animal Adoption Fee 53,000 0 53,000
Contracted Shelter Fee 0 0 0
Apprehension Fee 11,000 0 11,000
Boarding Fee 0 0 0
Field Service Fee 6,000 0 6,000
Owner Release Fee 13,400 0 13,400
Vaccination Fee 36,000 0 36,000
Microchip Identification Fee 31,000 0 31,000
Miscellaneous Receipts 12,500 0 12,500
Transfers from General Fund 3,306,435 0 3,306,435
Intergovernmental 0 0 0
Total Animal Control Fund $3,700,535 $0 $3,700,535
Fund 126 - Gas Tax
State Gasoline Tax:
- HUTA Prop 42 Replacement (for Section 2103) $1,608,248 $0 $1,608,248 - Proposition 111 (Section 2105) 1,181,427 0 1,181,427
- Section 2106 716,333 0 716,333
- Section 2107 1,502,553 0 1,502,553
Subtotal $5,008,561 $0 $5,008,561
- Section 2107.5 flat amount 3 23,939 0 23,939
Use of Money and Property 5,000 5,000 0
Total Gas Tax Fund $5,037,500 $5,000 $5,032,500
Fund 129 - Measure I
1/2 Cent Sales Tax $4,808,000 $0 $4,808,000
Federal Aid Street Construction 0 0
Subtotal $4,808,000 $0 $4,808,000
Interest on Idle Cash 28,000 28,000 0
Total Gas Tax Fund $4,836,000 $28,000 $4,808,000
1. This table includes only the special fund revenues that are projected in the fiscal analysis.
2. Revenues that are not impacted by the proposed project are not projected as recurring revenues. Also, revenues allocated to capital expenditures and interest on idle cash revenues are not projected.
3. Section 2107.5 gas tax revenues are allocated based on the population size-range population of the City.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Fiscal Year 2023-24 Adopted Budget Packet Page 1472
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 42 Plan for Service and Fiscal Analysis
Table B-3
Estimated In Lieu Property Tax of Vehicle License Fees (VLF) Factor Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
B-3 Estimated In Lieu Property Tax of Vehicle License Fees (VLF) Factor Table B-4
Calculation of Use Tax Factor
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
B-4 Calculation of Use Tax Factor
VLF - Assessed VLF per
Fiscal Year Property Tax In Lieu 1 Valuation (AV) 2 $1,000,000 AV 3 2013-2014 $16,328,700 $10,695,499,230 $1,530
2014-2015 $17,249,209 $11,298,819,747 $1,530
2015-2016 $18,206,540 $11,924,444,131 $1,530
2016-2017 $17,844,545 $12,662,283,004 $1,410
2017-2018 $15,000,000 $13,395,373,121 $1,120
2018-2019 $15,800,000 $14,215,676,776 $1,110
2019-2020 $16,805,900 $15,437,323,990 $1,090
2020-2021 $18,316,742 $16,296,056,728 $1,120
2021-2022 $19,267,608 $17,611,502,086 $1,090
2022-2023 $22,500,000 $18,993,544,611 $1,180
Average of Ten Years $1,270
1. The property tax in lieu VLF amounts are from the City's budget as cited below.
2. City assessed valuation is from the County Assessor report as cited below.
3. Estimated VLF per $1,000,000 AV is rounded to the nearest tens.
Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Adopted Budgets, 2013-2014 through 2022-23.
County of San Bernardino, Assessed Rolls, 2013 through 2023 City of San Bernardino Amount 1
Use Tax
County Pool $3,539,112
State Pool $10,660
Total Use Tax $3,549,772
divided by
Point-of-Sale $23,826,715
equals
Use Tax Rate2 14.9%
1. Obtained from CDTFA data for Half-year 2022.
2. The use tax rate is the County Pool plus the State Pool divided by point-of-sale taxable sales tax.
Sources: Stanley R. Hoffman Associates, Inc.
California Department of Tax and Fee Administration, CDTFA, 2023 Packet Page 1473
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 43 Plan for Service and Fiscal Analysis
Table B-5
Estimated Annual Residential Turnover
Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
B-5 Estimated Annual Residential Turnover
Occupied
Housing Percent
City of San Bernardino Units Turnover
Total Owner Occupied Units 32,391
Moved in 2019 or later 5,241
Moved in 2015 to 2018 6,044
Total Moved 2015 to 2021 11,285
Estimated Annual Turnover Rate: 2015 to 2021 1 1,612 5%
1. The annual turnover rate is based on the assumption of seven years for the 2015 to 2021 period.
Sources: Stanley R. Hoffman Associates, Inc.
U.S. Census Bureau, 2021 American Community Survey (ACS) 1-Year Estimate, Tenure by Year Householder Moved Into Unit, Report B25038, San Bernardino, California Packet Page 1474
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 44 Plan for Service and Fiscal Analysis
Table B-6
General Fund Net Community and Economic Development Cost Factor Meyers Road Island Area Annexation Plan for Service and Fiscal Analysis City of San Bernardino
(In Constant 2024 Dollars)
B-6 General Fund Net Community Development Cost Factor
Category Amount
Total General Fund Community and Economic Development Costs $11,923,799 minus
Charges for Service
On Site Plan Check Fees $425,000
Cannabis Permit Application Fee 20,000
Cannabis Permit Regulatory Fee 85,000
Subdivision Filing Fee 100,000
Planning Development PR 650,000
Technology Fee Development Services 135,000
Plan Review 170,000
C&D Application Fee 0
Plan Check Fee - B&S 1,700,000
Board Up/Demolition 325,000
Blanket Inspection Fee 225,000
Miscellaneous Engineering Receipt 120,000
Plan Check Fee - Engineering 1,600,000
Archival Fee - Development Services 0
NPDES Storm Drain Utility Fee 175,000
NPDES Inspection Fee 1,000
Total One-Time Charges for Service $5,731,000
minus
One-Time Licenses and Permits
Miscellaneous Planning Permits $15,000
Annual Alarm Permits $50,000
Building Permits 2,000,000
Mechanical Permits 125,000
C&D Self Haul Permit 5,000
Street Cut Permits 0
Miscellaneous Licenses and Permits 400,000
Grading Permits 15,000
Public Works Construction Permits 380,000
On Site Permits 1,750,000
Total One-Time Licenses and Permits $4,740,000
equals
Recurring Net Community Development Costs $1,452,799
divided by
City Service Population 279,469
equals
Community Development Costs per Service Population $5.20 Sources: Stanley R. Hoffman Associates, Inc.
City of San Bernardino, Fiscal Year 2023-24 Adopted Budget City of San Bernardino, Finance Department
Packet Page 1475
Stanley R. Hoffman Associates, Inc. Meyers Rd Island Annexation, City of San Bernardino July 3, 2024 45 Plan for Service and Fiscal Analysis
APPENDIX C
PROJECT REFERENCES
City of San Bernardino
www.sbcity.org/
Community and Economic Development
Gabriel Elliot, Director, 909.384.5357
Timothy O’Neal, Senior Management Analyst, 909.384.7276 Travis Martin, Principal Planner, 909.384.5313
Finance Department
Jeannie Fortune, Interim Director, 909.384.5242
Former Employees
Nathan Freeman, Former Director, Community and Economic Development Marim Fam, Former Deputy Finance Director
Rita Conrad, Former Interim Finance Director
Brent Mason, Former Finance Director
David Murray, Former Deputy Director/City Planner
Oliver Mujica, Former Planning Division Manager
San Bernardino Municipal Water Department
Ted Brunson, Development Services Manager, 909.453.6165 J.P. Weber Group
Jeff Weber, Principal, 949.254.0135
Gresham Savage Nolan & Tilden, PC
Mark Ostoich, Principal Shareholder, 909.890.4499
Jennifer Dorgan, 909.890.4499
Hinderliter de Llamas and Associates
www.hdlcompanies.com
San Bernardino County Local Agency Formation Commission 909.388.0480
Samuel Martinez, Executive Officer
www.sblafco.com
County of San Bernardino
www.sbcounty.gov/
San Bernardino City Unified School District
Facilities/Operations Division, Facilities Management
Takara Russ, Use of Facilities Senior Clerk, 909.388.1600 Omnitrans
www.omnitrans.org/
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: July 16, 2025
To: Honorable Mayor and City Council Members
From: Bill Gallardo, Interim City Manager
Department: City Manager’s Office
Subject: Proposed Strategy for Park Restroom Operations (All Wards)
Recommendation:
It is proposed that the Mayor and City Council of the City of San Bernardino, California:
1. Approve the allocation of $63,000 for 23 minor restroom rehabilitation efforts; and
2. Authorize staff to issue a Request for Proposals (RFP) for ongoing maintenance of the City’s Park restroom facilities.
Executive Summary
This report outlines a proposed strategy to support the rehabilitation and maintenance of the City’s Park restroom facilities. Staff recommend allocating funding for necessary improvements and issuing a Request for Proposals (RFP) to secure contracted maintenance services, ensuring clean and accessible restrooms for public use.
Background
At the June 4, 2025, Council meeting staff was directed to conduct further analysis and return with a comprehensive maintenance plan for the City’s Park restrooms. This plan was to include both operational strategies for upkeep and identification of potential funding sources to support long-term maintenance and service.
The City of San Bernardino has 36 public parks, 20 of which are equipped with public restrooms. These 20 parks collectively contain 33 individual restroom facilities, each consisting of separate male and female units. Of the 33 facilities, 23 are considered operational; however, only a limited number are currently open to the public, and primarily during permitted special events.
Packet Page 1611
Separately, the City maintains male/female restroom facilities at sports fields, designated exclusively for youth sports groups under the City's field allocation program.
Field use is granted in six-month terms (February–July and August–January) to longstanding nonprofit organizations such as Little League and Pony Baseball. Each group enters into a Recreational Use Permit and is responsible for cleaning and restocking the restrooms during their assigned use.
Discussion
In response to Council direction at the June 4, 2025, Mayor and City Council meeting, staff conducted an assessment to evaluate the feasibility of maintaining 23 park restroom facilities citywide. The assessment was informed by input from internal staff and outreach to surrounding jurisdictions. Of the cities contacted, only one provided cost data that closely aligned with the scope of services the City of San Bernardino is seeking to implement.
Staff explored multiple funding options but found significant limitations. Development Impact Fees (DIFs), including Quimby Act and AB 1600 funds, are limited to capital projects that expand service capacity and are tied to new development. To be eligible, a project must meet the following: it must qualify as a capital improvement, enhance the level of service, and be directly associated with new or anticipated development. Staff consulted with the City’s Budget and Legal Team regarding the potential use of DIFs for this project. Based on the current scope described as “minor routine renovations” and “ongoing maintenance of restrooms,” the proposed work does not meet any of these thresholds and therefore is not eligible for DIF funding.
The Cultural Impact Fund was also reviewed, but it is limited to projects that promote arts and community identity, which the current scope does not meet. While grant opportunities were also considered, no applicable funding sources are currently available. However, the City’s Grants Team has added park restroom maintenance to its watch list and will continue to monitor for future opportunities.
In a positive development, the Public Works Department has identified and can reallocate $300,000 in Measure S funds, originally designated for the Ruben Campos Center demolition project, to support park restroom maintenance.
Operational feasibility was also evaluated. While staff considered the option of maintaining the restrooms using in-house resources, the City currently lacks the staffing capacity to support the required service level. The six-month hiring deferral further restricts the City's ability to add personnel.
Based on the analysis conducted, staff recommend issuing a Request for Proposals (RFP) to secure a qualified contractor or contractors to manage the maintenance and cleaning of park restrooms. Contracting this service will ensure consistent standards, operational efficiency, and reliable public access to clean and safe restroom facilities throughout the City’s parks. The cost figures provided are preliminary estimates. A more detailed and accurate cost proposal will be presented to the City Council following the completion of the competitive bidding process through formal RFP.
Packet Page 1612
Of the City’s 33 total park restrooms, 23 are considered operational and require only minor rehabilitation due to extended closure. The remaining 10 park restrooms are currently non-operational. Of these, six are already under renovation—specifically at Seccombe Lake Park and La Plaza Park. The other four, located at Fred Spellacy Park, Horine Park, Pioneer Park, and Littlefield/Shultis Park require extensive rehabilitation due to significant deterioration and are not included in the current maintenance strategy. These sites will be considered separately as part of a future capital improvement effort
Strategic Targets and Goals
This initiative supports the City’s strategic priorities by improving access to clean, safe restrooms and enhancing the overall park experience for residents and visitors. It strengthens public health and safety efforts while addressing operational challenges in a cost-effective manner. Contracting maintenance services enables the City to meet community needs without overextending internal resources.
Fiscal Impact
The estimated cost for minor rehabilitation of 23 park restroom facilities is approximately $63,000. These costs account for lighting repairs, plumbing fixtures, replacement of damaged partitions, and staff labor associated with preparing the restrooms for reopening following extended closure.
Funding for this work will be covered by $300,000 in Measure S funds reallocated by the Public Works Department. This allocation will also support initial contracted maintenance services as the City reactivates park restroom operations. No additional General Fund impact is anticipated at this time.
Conclusion
It is proposed that the Mayor and City Council of the City of San Bernardino, California, review and consider staff recommendations, which include the following actions:
1. Approve the allocation of $63,000 for 23 minor restroom rehabilitation efforts; and
2. Authorize staff to issue a Request for Proposals (RFP) for the ongoing maintenance of the City’s park restroom facilities.
Attachments
Attachment 1 - Park Map of Operable Restroom Facilities by Ward Attachment 2 - Estimate Summary & Cost Breakdown: Public Restroom Maintenance Attachment 3 - Public Restroom Maintenance Schedule – City Parks Attachment 4 - Chapter 15.57: Cultural Development Construction Tax Attachment 5 - 3.27.070 Quimby Act Parkland and Open Space Acquisition and Park Improvement Impact Fee
Attachment 6 - 3.27.075 AB 1600 Parkland and Open Space Acquisition and Park Improvement Impact Fee
Packet Page 1613
Attachment 7 - Cost Estimate for Minor Restroom Rehabilitation Efforts Ward
All Wards
Packet Page 1614
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Park Map of Operable Restroom Facilities by Ward
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� Hudson Park
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@ Nicholson Park
Packet Page 1615
ATTACHMENT 2
Estimate Summary & Cost Breakdown – Public Restroom Maintenance Provided below are maintenance estimates for 23 permanent public restroom facilities (each with male and female sides) located across 20 parks in the City of San Bernardino. The rates include janitorial cleaning, restocking of supplies, and light maintenance.
Estimated costs range from $63.00 to $101.00 per facility per day, depending on:
• Level of service (once vs. multiple times per day)
• Type of facility (modular vs. built-in, single vs. multi-stall) • Inclusion of consumables (soap, toilet paper, liners, etc.) • Hours of operation and required staffing levels
• Repair frequency and vandalism response
• Geographic dispersion of facilities
Cost Breakdown – 23 Restrooms
Based on a combination of in-house staff assessments and collection of data from surrounding cities, the cost range for maintaining 23 park restrooms is calculated as follows:
Daily Rate
per Facility
Monthly Cost
per Facility
(30-day avg)
Annual Cost
per Facility
(360 days)
Total Monthly
Cost for 23
Facilities
Total Annual
Cost for 23
Facilities
$63 $1,890.00 $22,680.00 $43,470.00 $521,640.00
$101 $3,030.00 $36,360.00 $69,690.00 $836,280.00
Note: This is only a rough estimate. Staff will return to Council with an updated cost proposal once the maintenance service contract is formally bid through a Request for Proposals (RFP) process.
Packet Page 1616
ATTACHMENT 3
Public Restroom Maintenance Schedule – City Parks
The following outlines the recommended maintenance schedule and frequency for public restrooms located in City parks. All park restrooms are proposed to be serviced daily, seven (7) days a week to maintain cleanliness, safety, and accessibility.
Maintenance Tasks & Frequency
Task Frequency Notes
Restroom cleaning
(toilets, sinks, floors)
Daily, 7 days/week Increased frequency
during weekends or
special events
Restocking supplies
(toilet paper, soap, etc.)
Daily, 7 days/week Mid-day checks may be
added in high-use parks
Trash removal Daily, 7 days/week Adjusted based on use
and bin capacity
Spot disinfecting (hightouch areas)Daily, 7 days/week Includes door handles, faucets, flush levers
Graffiti/vandalism check Daily, 7 days/week Immediate reporting and cleanup when possible
Minor maintenance
(replace parts, tighten
fixtures)
As needed (weekly
check)
Small repairs handled
during service; larger
issues reported promptly
Deep cleaning (power
wash, full disinfection)
Monthly or bi-weekly Scheduled during low-use
hours
Service Levels by Park Type
Park Type Recommended Service Level
High-traffic regional parks (high use) 2x per day, 7 days/week Neighborhood parks (moderate use) Daily, 7 days/week
Pocket parks (low use) Daily, 7 days/week
Quarterly Deep Cleaning Schedule – City Parks
Quarter Parks Scheduled for Deep Cleaning Restroom
Count
1st Quarter (last week of
March)
Bobby Vega Park, Encanto Park, Blair Park,
Anne Shirrells Park
6 2nd Quarter (last week
of June)
Hudson Park, Lytle Creek Park, Colony
Park, Nicholson Park
4 3rd Quarter (last week
of September)
Meadowbrook Park, Kerwin/Meadowbrook
Fields, Bryce Haynes Park, Speicher Park
6 4th Quarter (last week of
December)
Perris Hill Park (Roosevelt Bowl Area),
Wildwood Park (South),
7 Packet Page 1617
CHAPTER 15.57: CULTURAL DEVELOPMENT CONSTRUCTION TAX
Section
15.57.010 Purpose
15.57.020 Definitions
15.57.030 Cultural development construction tax imposed
15.57.040 Time of payment
15.57.050 Tax - place of payment
15.57.060 Disposition of cultural development construction taxes
15.57.070 Severability
§ 15.57.010 PURPOSE.
The purpose of this chapter is to provide for the payment of a tax applicable to new construction or reconstruction of commercial structures to provide funds for the promotion of fine art culture and other cultural enhancements as the Mayor and City Council may direct. Enhancement of the cultural development is deemed to be a public benefit to all citizens of the community.
(Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-1451, passed 12-20-2017) § 15.57.020 DEFINITIONS.
For the purpose of this chapter, the following definitions shall apply unless the context clearly indicates or requires a different meaning.
COMMERCIAL STRUCTURE. Any building or structure all or part of which contains a commercial or industrial use permitted by this code; provided, however, COMMERCIAL STRUCTURE shall not include any building or structure constructed or reconstructed for the elderly and handicapped, pursuant to this Title 15, or pursuant to Title 25 or 26 of the Cal. Code of Regulations.
CONSTRUCTION COST. The total value of all construction or reconstruction work on a commercial structure as determined by the Director of Community Development, pursuant to § 15.04.080, in issuing a building permit for such construction or reconstruction.
NEW CONSTRUCTION. All new commercial construction.
RECONSTRUCTION. Additions, alterations, repairs or remodels made to an existing commercial structure.
RECONSTRUCTION is required to conform to the requirements for new buildings, pursuant to the California Building Code and this Title 15. RECONSTRUCTION necessitated by natural disaster or accidental damage shall not be subject to this chapter; provided, however, that damage in the normal course of business shall be included. (Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-768, passed 3-12-1991; Ord. MC-1027, passed 9-9-1998; Ord. MC-1451, passed 12-20-2017; Ord. MC-1525, passed 1-15-2020; Ord. MC-1625, passed 2-21- 2024; Ord. MC-1643, passed 10-2-2024)
§ 15.57.030 CULTURAL DEVELOPMENT CONSTRUCTION TAX IMPOSED. (A) A cultural development construction tax is imposed on the privilege of new construction or reconstruction, as defined in § 15.57.020. Such a tax shall be equal to 0.5% of the construction cost. (B) Notwithstanding the foregoing provisions, the tax shall not be imposed and charged for any permit for which an application together with two sets of complete plans and specifications as required by §§ 301 and 302 of the California Building Code are filed and approved with the city prior to September 8, 1986; provided that the applicant has paid all plan check fees prior to that date.
(C) No cultural development construction tax shall be charged for the first reconstruction of any commercial structure up to its previously existing square footage, if the previously existing commercial structure was voluntarily demolished by the property owner after code enforcement has issued a notice of violation/abatement. (Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-768, passed 3-12-1991; Ord. MC-1175, passed 7-22-2004; Ord. MC-1451, passed 12-20-2017; Ord. MC-1525, passed 1-15-2020; Ord. MC-1643, passed 10-2- 2024)
§ 15.57.040 TIME OF PAYMENT.
The cultural development construction tax required in § 15.57.030 to be paid shall be due and payable upon issuance by the city of a building permit for the new construction or reconstruction of any commercial structure; provided, however, that there shall be a refund of such tax in the event that the building permit expires, within the meaning of § 302(d) of the latest Packet Page 1618
edition of the California Building Code adopted in the city, within 30 days after the date of such expiration, upon written application for such refund by the person who paid such tax setting forth in full the facts showing that such permit has expired. The full amount due under this chapter shall constitute a debt to the city. An action for the collection thereof may be commenced in the name of the city in any court having jurisdiction of the cause. (Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-1451, passed 12-20-2017; Ord. MC-1525, passed 1-15-2020; Ord. MC-1643, passed 10-2-2024)
§ 15.57.050 TAX - PLACE OF PAYMENT.
The tax shall be paid to the Building Official of the city, or his or her authorized agent, in the City Department of Community Development and Housing.
(Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-1027, passed 9-9-1998; Ord. MC-1451, passed 12-20-2017; Ord. MC-1625, passed 2-21-2024)
§ 15.57.060 DISPOSITION OF CULTURAL DEVELOPMENT CONSTRUCTION TAXES.
The funds derived from this tax shall be placed in the General Fund with identification as to the source, so that the Mayor and City Council may consider appropriate expenditures in its annual budget for allocation to cultural development activities in the city or such other uses as the Mayor and City Council may direct. The use of the funds shall be reviewed annually by the Mayor and City Council.
(Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-1451, passed 12-20-2017) § 15.57.070 SEVERABILITY.
If any section, division, sentence, clause, phrase or portion of this chapter is held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision, and such holding shall not affect the validity of the remaining portions of the chapter. (Ord. MC-542, passed 9-11-1986; Ord. MC-650, passed 1-19-1989; Ord. MC-1451, passed 12-20-2017) Packet Page 1619
§ 3.27.070 QUIMBY ACT PARKLAND AND OPEN SPACE ACQUISITION AND PARK IMPROVEMENT IMPACT FEE - FINDINGS.
The Mayor and City Council find as follows.
(A) The development of residential and other property in the affected territory will create a need for the construction of park and open space facilities to maintain the current level of service. The park and open space facilities for which payment of a fee and/or dedication of land is required by this section shall be in compliance with the policies, goals and standards contained in the “Parks and Recreation Element” of the general plan. (B) Pursuant to the Quimby Act (Cal. Gov’t Code, § 66477), the city may impose by ordinance a requirement for the payment of fees to pay for the actual or estimated costs of constructing planned park and open space facilities. (C) Pursuant to Article XI, § 7 of the California Constitution, the city is empowered to enact measures that protect the health, safety and welfare of its citizens.
(D) Park and open space facilities are essential to the city to mitigate the negative effects of increasing urban development and to promote the health and welfare of the citizens. (E) The provision of additional parks, recreation and open space is identified in the “Parkland and Open Space Acquisition and Park Improvement” section of the Master Facility Plan and is necessary to provide adequate parks and open space facilities within the city.
(F) The development impact fee report and addendum thereto describe in detail the current city standards for parks and open space facilities, the cost for parks and open space facilities construction and the cost thereof per new single-family, multi-family and mobile home park or manufactured home park residential unit. (G) The entire affected territory will derive benefit from the park and open space facilities and should be assessed per the provisions of this chapter and pay a fair share of the cost thereof based on the benefit derived therefrom. (H) After consideration of the development impact fee report, the addendum thereto and testimony at this public hearing, the Mayor and City Council approve the development impact fee report and the addendum thereto, and based thereon finds that new development in the affected territory will create needs for park and open space facilities that the construction and acquisition of the public improvements funded by this chapter will meet anticipated impacts of development. (I) The costs of the park, recreation and open space facilities funded by this chapter are apportioned relative to the anticipated impacts created by development within the affected territory, and that the fees are fairly apportioned on individual dwelling units throughout the affected territory on the basis of benefits conferred on property proposed for development and the need for such facilities created by such proposed development. (J) The facts and evidence establish that there is a reasonable relationship between the need for the described public facilities and the needs created by the types of development on which the fee will be imposed, and that there is a reasonable relationship between the fee’s use and the types of development for which the fee is charged. This reasonable relationship is described in more detail in the development impact fee report and the addendum thereto. (K) The cost estimates set forth in the development impact fee report are reasonable and will not exceed the reasonably estimated total of these costs.
(L) The park and open space facilities fees collected pursuant to this chapter shall be used only to finance the park and open space facilities described or identified in the “Parkland and Open Space Acquisition and Park Improvement” section of the Master Facility Plan.
(M) The park and open space land acquisition and facilities development fee is imposed on new residential development.
The amount of such fee shall be set by resolution of the Mayor and City Council, and shall apply to development of residential uses requiring the subdivision of land. Developments of residential uses not requiring the subdivision of land shall pay the AB 1600 Park and Open Space Land Acquisition and Facilities Development Fee in accordance with §
3.27.075.
(1) The subdivider, as a condition of approval of a tentative map, shall pay a fee in lieu, dedicate land or both, at the discretion of the Council for park and/or recreational purposes pursuant to the Subdivision Map Act, Cal. Gov’t Code, § 66477.
(2) It is found and determined that the public interest, convenience, health, safety and welfare require that five acres of land for each 1,000 persons residing within the city be devoted to park and recreational purposes. Lands held as public open space for wildlife habitat shall not be included in this formula. (3) (a) Where a public park or recreational facility has been designated in the general plan and is to be located in whole or in part within the proposed subdivision and is reasonably related to serving the needs of the residents of that subdivision, the subdivider shall dedicate land for park and recreational facilities sufficient in size and physical characteristics to meet that purpose. The amount of land shall be determined pursuant to division (M)(4) below. (b) If there is no park or recreational facility designated in the general plan to be located in whole or in part within the proposed subdivision to serve the needs of the residents of that subdivision, the subdivider shall, pursuant to Council determination, pay a fee in lieu of or dedicate land in compliance with division (M)(4) below.
Packet Page 1620
(4) The Council shall consider the following when evaluating the payment of fee in lieu of or the acceptance of land for dedication, or a combination of both:
(a) “Parks and Recreation Element,” and any other applicable provision of the general plan; (b) Topography, geology, access and location of land in the subdivision suitable for dedication; (c) Size and shape of the subdivision and land suitable for dedication; (d) Feasibility of dedication; and
(e) Availability of previously acquired private property.
Packet Page 1621
§ 3.27.075 AB 1600 PARKLAND AND OPEN SPACE ACQUISITION AND PARK IMPROVEMENT IMPACT FEE - FINDINGS.
The Mayor and City Council find as follows.
(A) The development of residential and other property in the affected territory will create a need for the construction of park and open space facilities to maintain the current level of service. The park and open space facilities for which payment of a fee and/or dedication of land is required by this section shall be in compliance with the policies, goals and standards contained in the “Parks and Recreation Element” of the general plan. (B) Pursuant to Cal. Gov’t Code, §§ 66000 et seq. and the city’s police powers, the city may impose, by ordinance, a requirement for the payment of fees to pay for the actual or estimated costs of constructing planned park and open space facilities.
(C) Pursuant to Article XI, § 7 of the California Constitution, the city is empowered to enact measures that protect the health, safety and welfare of its citizens.
(D) Park and open space facilities are essential to the city to mitigate the negative effects of increasing urban development and to promote the health and welfare of the citizens. (E) The provision of additional parks, recreation and opera space is identified in the “Parkland and Open Space Acquisition and Park Improvement” section of the Master Facility Plan and is necessary to provide adequate parks and open space facilities within the city.
(F) The development impact fee report and addendum thereto describe in detail the current city standards for parks and open space facilities, the cost for parks and open space facilities construction and the cost thereof per new single-family, multi-family and mobile home park residential unit.
(G) The entire affected territory will derive benefit from the park and open space facilities and should be assessed per the provisions of this chapter and pay a fair share of the cost thereof based on the benefit derived therefrom. (H) After consideration of the development impact fee report, the addendum thereto and testimony at this public hearing, the Mayor and City Council approve the development impact fee report and the addendum thereto, and based thereon, find that new development in the affected territory will create needs for park and open space facilities that the construction and acquisition of the public improvements funded by this chapter will meet. (I) The costs of the park, recreation and open space facilities funded by this chapter are apportioned relative to the anticipated impacts created by development within the affected territory, and that the fees are fairly apportioned on individual dwelling units throughout the affected territory on the basis of benefits conferred on property proposed for development and the need for such facilities created by such proposed development. (J) The facts and evidence establish that there is a reasonable relationship between the need for the described public facilities and the needs created by the types of development on which the fee will be imposed, and that there is a reasonable relationship between the fee’s use and the types of development for which the fee is charged. This reasonable relationship is described in more detail in the development impact fee report and the addendum thereto. (K) The cost estimates set forth in the development impact fee report are reasonable and will not exceed the reasonably estimated total of these costs.
(L) The park and open space facilities fees collected pursuant to this chapter shall be used only to finance the park and open space facilities described or identified in the “Parkland and Open Space Acquisition and Park Improvement” section of the Master Facility Plan.
(M) The AB 1600 Park and Open Space Land Acquisition and Facilities Development Fee is imposed on new residential development. The amount of such fee shall be set by resolution of the Mayor and City Council, and shall apply to developments of residential uses not requiring the subdivision of land. Developments requiring the subdivision of land shall pay the Quimby Act Park and Open Space Land Acquisition and Facilities Development Fees pursuant to § 3.27.070. (1) It is found and determined that the public interest, convenience, health, safety and welfare require that five acres of land for each 1,000 persons residing within the city be devoted to park and recreational purposes. Lands held as public open space for wildlife habitat shall not be included in this formula. (2) The Council shall consider the following when evaluating the payment of fee in lieu of or the acceptance of land for dedication, or a combination of both:
(a) “Parks and Recreation Element,” and any other applicable provision of the general plan; (b) Topography, geology, access and location of land in the subdivision suitable for dedication; (c) Size and shape of the subdivision and land suitable for dedication; (d) Feasibility of dedication; and
(e) Availability of previously acquired private property.
Statutory reference:
Packet Page 1622
Quimby Act, see Cal. Gov’t Code, § 66477
Packet Page 1623
Attachment 7
Cost Estimate for Minor Restroom Rehabilitation Efforts The following is a cost estimate for the minor rehabilitation of 23 park restroom facilities across the City of San Bernardino. This estimate accounts for repairs and replacements needed due to extended facility closures and general wear.
Park Renovations Quote (Rough Estimate)
Item Estimated Cost
Lighting (ballasts, bulbs) $15,000
Plumbing (valve kits, wax rings, new
buttons)
$18,000
Partitions (missing or rusted, unsafe
for use)
$20,000
Staff labor $10,000
Estimated Total Cost: $63,000
Packet Page 1624