March 6, 2025
14.41 Brittany Inclan
From: Janis O'Driscoll <[email protected]>
Sent: Thursday, March 20, 2025 7:39 PM
To: City Council
Cc: Bonnie Bush
Subject: Support for Agenda Item #14 on March 24, 2025 Agenda City Council Members:
It is a special pleasure to see item #14 on the upcoming city council agenda.
I've been involved in the Measure S funding of library facilities since 2016, and this initiative represents a significant and positive step in completing the promise that we made to the voters to refurbish or rebuild all of our library branches. Here we are preparing to complete the final branch.
The Friends of the LIbrary appreciate the diligent efforts of the city staff, partners, and council members who have contributed to this moment. We encourage swift and efficient action to address any outstanding needs, ensuring the project can continue to move forward seamlessly.
Thank you for your ongoing commitment to this essential development..
Please join us on Saturday, April 26 at the new building site (corner of Cedar and Lincoln Streets) as we launch our public capital campaign to reach our fundraising goal of $3 million. We are already over 60% there! We'll be celebrating from 1-4pm that day and we'd love to see you.
Thank you for caring about our libraries.
--
Janis O'Driscoll
President, Friends of the Santa Cruz Public Libraries
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.
14.42 Brittany Inclan
From: Deborah Peronto <[email protected]>
Sent: Friday, March 21, 2025 12:11 PM
To: City Council; Bonnie Bush
Subject: Second Amendment to the Joint Powers Authority to update Measure S Allocations City Council Members,
I am writing regarding the Downtown Library and Affordable Housing Development Project. This project has immeasurable benefits to our community in supplying much needed housing and updating an ageing and almost obsolete library. All other libraries in the Santa Cruz Public Library System have been updated with huge positive response from their communities. Let's get the flag ship and hub of the system completed as quickly as possible to meet the commitments we made to the community when they voted. The housing will help resolve homelessness and the ever rising costs of housing in this very expensive county. Thank you for your ongoing support and all the time and work you have already invested into this project.
Debby Peronto, SCZ County Resident
14.43 City Council
AGENDA REPORT
DATE: 03/06/2025
AGENDA OF: 03/25/2025
DEPARTMENT: Finance
SUBJECT: Award Contracts for Aggregate Materials and Road Maintenance Materials (FN)
LOCATION: Citywide
RECOMMENDATION: Motion to award contracts for the citywide purchase of on-call Aggregate Materials and Road Maintenance Materials to Graniterock Company, Watsonville, California, Rapid Trans LLC., Oakland, California and Green Dream International, Erie, Pennsylvania in the amount not to exceed $2.3 million over five years and to authorize the City Manager to execute an agreement in a form approved by the City Attorney with Graniterock Company, Watsonville, California, Rapid Trans LLC., Oakland, California and Green Dream International, Erie, Pennsylvania.
BACKGROUND: Purchasing staff make significant efforts to source companies that deliver the right products, in a timely manner, at the best price, and that provide the greatest value to the City of Santa Cruz (City). Aggregate Materials and Road Maintenance Materials are used to support multiple departments within the City. The existing Aggregate Materials contract has been in place since 2012. Therefore, in alignment with best procurement practices and the City’s purchasing procedures, staff issued a competitive solicitation for a new on-call contract as a replacement to the existing contract.
Purchasing staff issued an Invitation for Bid (IFB) document that was posted on the City’s website at www.cityofsantacruz.com on September 19th, 2024. There were 95,860 views of the project in OpenGov, and a total of four bids were received by the due date and time. A public bid opening was held at 3:30 PM Pacific Standard time on November 12, 2024. During the public bid opening process, Graniterock Company, Rapid Trans LLC., and Green Dream International, were deemed as the apparent low bidder(s) for the materials listed in the basis of award and were awarded by line item. City staff completed the due diligence by checking references listed on the Bid Form of the apparent low bidder(s) and further reviewed the bid submittals for responsiveness. After the review, which included a 2% local preference discount for Graniterock Company; three vendors were selected. Graniterock Company, Rapid Trans LLC., and Green Dream International, were confirmed by staff to be the lowest responsive bidder(s). Purchasing issued an intent to award notification to a bid list of all vendors on December 6, 2024.
15.1 DISCUSSION: City Council has the authority to award contracts for one-time purchases and/or cumulative purchases throughout a fiscal year that are over the formal bid limit of $100,000. Oncall contracts allow departments throughout the City to utilize goods and services provided under the contract as needed to support operations. Staff recommends awarding multiple contracts to the lowest responsive bidders, Graniterock Company, Rapid Trans LLC., and Green Dream International to be effective on April 1, 2025.
CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) DETERMINATION: These contracts do not constitute a project as defined by CEQA code.
HEALTH IN ALL POLICIES (HiAP): The cumulative effect of these contracts and the materials they provide across various City departments aligns with the Health in All Policies (HiAPs) Workplan by supporting the Collective of Results and Evidence-based (CORE) community impacts of increased economic vitality; higher levels of self-sufficiency; increased social, economic, and occupational mobility; connection to others; climate change resiliency; a safe, affordable, and accessible transportation system, and that neighborhoods and communities are safe.
FISCAL IMPACT:
1. The recommendation in this report impacts the General Fund: No
2. This recommendation requires a budget adjustment: No
3. The recommendation creates an on-going expenditure commitment: No FISCAL IMPACT DESCRIPTION: There is no fiscal impact as a result of this motion. Funds are available in department budgets for the purchase of these items which are necessary for routine operations.
Prepared By:
Lilian Lane
Buyer
Submitted By:
Elizabeth Cabell
Director of Finance
Approved By:
Matt Huffaker
City Manager
ATTACHMENTS:
1. PURCHASE AGREEMENT FOR GRANITEROCK COMPANY.PDF
2. PURCHASE AGREEMENT FOR GREEN DREAM INTERNATIONAL.PDF
3. PURCHASE AGREEMENT FOR RAPID TRANS LLC.PDF
4. BID RESULTS FOR IFB FN-0172 AGGREGATE MATERIALS AND ROAD MAINTENANCE MATERIALS.PDF
15.2 PURCHASE AGREEMENT Page 1
PURCHASE AGREEMENT
GRANITEROCK COMPANY
FOR AGGREGATE MATERIALS AND ROAD MAINTENANCE MATERIALS
THIS PURCHASE AGREEMENT (“Purchase Agreement” or “Contract”), made and entered into on April 1, 2025, (“Effective Date”) by and between the CITY OF SANTA CRUZ, a municipal corporation, hereinafter called “City,” and GRANITEROCK COMPANY, hereinafter called “Vendor” or Contractor”. City and Vendor are individually referred to as a “Party” or collectively, as the “Parties”.
The Parties mutually agree as follows:
SECTION I: GOODS/SERVICES
A. That for and in consideration of the City’s Invitation for Bid and Vendor’s response thereto, the Vendor hereby covenants and agrees to furnish any and all required goods and/or services, further described below, and will bear any and all other expense necessary or incidental to the performance of certain work hereinafter specified for: IFB FN-0172 in strict conformity and compliance with the Contract Documents, as hereinafter defined, and in accordance with this Purchase Agreement.
B. Vendor will furnish all labor, material, equipment and services required to comply with the Contract Documents.
C. Vendor agrees that it may not begin providing the goods/services until the City approves a Purchase Order for such.
SECTION II: CONTRACT DOCUMENTS
A. Incorporation of Documents.
It is expressly agreed and understood by City and Vendor that the following documents are hereby incorporated and made a part of this Purchase Agreement (hereinafter the “Contract Documents”):
1. This Purchase Agreement with Exhibit A: Scope of Work and Fee Schedule; and
2. City of Santa Cruz Standard Terms and Conditions of Purchase, except as amended herein by this Purchase Agreement in Section V – attached hereto as Exhibit B
3. City’s Invitation for Bids (“IFB”) Packet – IFB FN-0172 attached hereto as Exhibit C
4. Vendor’s Proposal – attached hereto as Exhibit D.
B. Priority of Contract Documents.
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The Parties to this Purchase Agreement do hereby expressly acknowledge that they have read, understand, and promise to comply with each and every provision of Contract Documents. In the event inconsistencies, conflicts, or ambiguities between and among the Contract Documents are discovered, the Parties shall attempt to resolve any ambiguity, conflict, or inconsistency informally, recognizing that the terms of the Contract Documents shall take precedence in the order in which they are listed above. The terms of this Purchase Agreement shall take priority and control in the case of any conflicts with any of the exhibits attached hereto.
SECTION III: TERM OF PURCHASE AGREEMENT
The terms of the Purchase Agreement will be from the effective date for 60 months/ 5 year, terminating on April 1, 2030.
Unless terminated consistent with the Contract Documents, the Parties have the option to renew for 5 additional 1-year terms effective on the day and month anniversary of the Effective Date with an amendment to this Purchase Agreement based on the mutual agreement of the Parties. If either Party does not intend to renew this Purchase Agreement, they shall provide notice of non-renewal at least sixty days prior to the end of the then-current term.
Vendor shall begin work as specified in a written authorization (e.g. Notice to Proceed) to perform services. The written authorization to perform work shall not be issued until after this Purchase Agreement has been approved and authorized by the City.
SECTION IV: PAYMENT
The City agrees to pay Vendor the rates specified in the Fee Schedule attached hereto and, in the manner, and at the times set forth in the Contract Documents. Vendor shall not undertake any work beyond the scope of work set forth therein unless such additional work is approved in advance and in writing by City in the form of a change order.
SECTION V: AMENDMENTS TO CITY’S STANDARD TERMS AND CONDITIONS The City of Santa Cruz Standard Terms and Conditions of Purchase (“City’s Standard Terms”), which is attached hereto as Exhibit A, as amended below, apply to this Purchase Agreement:
1. Section 2 of the City’s Standard Terms is deleted and replaced with Section 5.11.
Delivery, Inspection, and Acceptance of Goods in the IFB.
2. Section 5 of the City’s Standard Terms is deleted and replaced with Section 5.16.
Warranty in the IFB.
3. Section 8 of the City’s Standard Terms is deleted and replaced with the following:
“8. Insurance: Prior to the beginning of and throughout the duration of this Purchase Agreement, Vendor will maintain insurance in conformance with the requirements set forth herein. Vendor will insure the City against claims for injuries to persons or damages to property which may arise from or in connection with the goods, or the work performed hereunder and the results of that work by Vendor, Vendor’s agents, representatives, employees or subcontractors.
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a. Standard Certificate Requirements
The City will be issued a Certificate of Insurance (a Memorandum of Understanding will not be accepted) with the following minimum requirements:
• Certificate(s) will show current policy number(s) and effective dates, • Coverage and policy limits will meet, or exceed, requirements below, • The Certificate Holder will be City of Santa Cruz, Risk Management, 1200 Pacific Ave., Suite 290, Santa Cruz, CA 95060,
• Certificate will be signed by an authorized representative, • An endorsement, if required below, will be provided to show the City, its officers, officials, employees, and volunteers as additional insureds, and • Coverages must be maintained during the term of the Purchase Agreement with the City, unless a longer duration is required as specified below. b. Minimum Scope and Limits of Insurance:
The Vendor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. The City will be entitled to coverage for the highest limits maintained by the Vendor. Coverage will be at least as broad as:
• Commercial General Liability (CGL): $2,000,000 per occurrence $2,000,000 aggregate
Proof of coverage for up to $2 Million per occurrence/aggregate including products and completed operations, property damage, bodily injury, personal injury and advertising injury will be provided on Insurance Services Office (ISO) Form CG 00 01 covering CGL.
• Automobile Liability: $1,000,000
Proof of coverage for $1 Million will be provided on ISO Form Number CA 00 01 covering any auto (Code 1), or if Vendor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), per accident for bodily injury and property damage.
• Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance: $1,000,000 per accident for bodily injury or disease. Must include a waiver of subrogation in favor of the City for all work performed by the Vendor and its employees in favor of the City for all work performed by the Vendor and their employees.
c. Other Insurance Provisions
The insurance policies are to comply with the following provisions:
• Additional Insured Status
The City, its officers, officials, and employees are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations, products and completed operations. General liability coverage will be provided in the form Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.5 PURCHASE AGREEMENT Page 4
of an endorsement to the Vendor’s insurance at least as broad as ISO Form CG 20 10 11 85, or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 (if a later edition is used). • Primary Coverage
For any claims related to this Purchase Agreement, the Vendor’s and all subcontractor’s insurance coverage will be primary and non-contributory as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers will be excess of the Vendor’s and all subcontractor’s insurance and will not contribute with it. • Notice of Cancellation
Each insurance policy required above shall state that the coverage shall not be canceled, except with notice to the City.
• Waiver of Subrogation
Vendor hereby grants to the City a waiver of any right to subrogation, except as otherwise not applicable, which any insurer of said Vendor may acquire against the City by virtue of the payment of any loss, including attorneys’ fees, under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
• Self-Insured Retentions/Acceptability of Insurers
Self-insured retentions must be declared to and approved by the City. City may require Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City. Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. • Verification of Coverage
Vendor will furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning will not waive the Vendor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
• Subcontractors
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Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City, its officers, officials, employees, and volunteers are additional insureds on insurance required from subcontractors.
4. Section 15 of the City’s Standard Terms is deleted and replaced with the following:
“15. Termination of Contract:
The City may terminate this Purchase Agreement for any reason by providing written notice to the Vendor not less than 30 calendar days prior to an effective termination date.
The Vendor may terminate the Purchase Agreement for cause if the City fails to cure a material breach in performance (e.g. failure to pay) within 30 days from Vendor’s written notice of termination to the City which is not less than 90 calendar days prior to an effective termination date.
Upon notice of termination, the Vendor will immediately take action not to incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. The City’s only obligation to the Vendor will be just and equitable payment for materials and/or services authorized by, and received to the satisfaction of, the City up to and including the effective date of termination. In the event of Vendor’s failure to perform pursuant to the Contract Documents, the City reserves the right to obtain services elsewhere and Vendor will be liable for the difference between the prices set forth in the terminated Purchase Agreement and the actual cost to the City. In no event will the City be liable for any loss of profits on the resulting order or portion thereof so terminated.
After the effective date of termination, Vendor will have no further claims against the City under the Contract Documents. Termination of the Purchase Agreement pursuant to this paragraph may not relieve the Vendor of any liability to City for damages sustained by City because of any breach of contract by Vendor, and City may withhold any payments to Vendor for the purpose of set-off until such time as the exact amount of damages due City from Vendor is determined. The rights and remedies provided in this section will not be exclusive and are in addition to any other rights and remedies provided by law or under the Contract Documents.”
5. Section 17 of the City’s Standard Terms is deleted and replaced with the following:
“17. Force Majeure: Neither party hereto shall be considered in default in the performance of its obligation hereunder to the extent that the performance of any such obligation is prevented or delayed by an act of God, natural disaster, pandemic, acts of terrorism, war, a strike, lockout or other labor difficulty, or other peril, which is beyond the reasonable control of the affected party and without the negligence of the respective Parties. Each party hereto shall give notice promptly to the other of the nature and extent of any Force Majeure claimed to delay, hinder or prevent performance of the services under this Purchase Agreement. Each Party will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this Purchase Agreement. In the event Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
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either party is prevented or delayed in the performance of its respective obligation by reason of such Force Majeure, the only remedy is that there may be an equitable adjustment of the schedule based on City’s sole discretion.”
6. Section 19. Attorneys’ Fees of the City’s Standard Terms is deleted in its entirety.
SECTION VI: MISCELLANEOUS PROVISIONS
1. Compliance with Laws. All activities of Vendor, its employees, subcontractors and/or agents will be carried out in compliance with all applicable federal, state, and local laws and regulations.
2. Site Conditions and Safety. During the course of performing the scope of work under this Purchase Agreement, the security and safety of the work area/site, materials, and equipment will be Vendor’s sole responsibility. Vendor shall not unreasonably interfere with the use of the public right-of-way to the extent the public right-of-way is usable and accessible in part or in whole during the course of performing the work under this Purchase Agreement. Vendor shall provide all equipment, devices, signage, and personnel needed to ensure public safety at the work area/site and comply with applicable traffic safety requirements including the California Manual on Uniform Traffic Control Devices (MUTCD) standards. Vendor is responsible for supplying and using all safety equipment necessary to close or delineate traffic lanes to vehicle or pedestrian traffic. Lane closures, including parking lanes, will require notification to the City’s Traffic Management Division of the Transportation Department and posting of notices not less than 48 hours prior to closure. All waste, rubbish, other debris, and any excess excavated material shall be removed from the work site at the completion of the work, as applicable, in a manner that conforms to all applicable state, federal, and local laws and regulations. Vendor shall leave the City property and public right-of-way in a clean and orderly condition.
3. Dispute Resolution. The Parties agree to attempt in good faith to resolve through negotiation any dispute, claim or controversy arising out of or relating to this Purchase Agreement. Either party may initiate negotiations by providing written notice in letter form to the other party, setting forth the subject of the dispute and the relief requested. Promptly upon such notification, the Parties shall meet at a mutually agreeable time and place in order to exchange relevant information and perspective, and to attempt to resolve the dispute. In the event that no resolution is achieved, and if, but only if, the parties mutually agree, then prior to pursuing formal legal action, the parties shall make a good faith effort to resolve the dispute by non-binding mediation or negotiations between representatives with decision-making power, who, to the extent possible, shall not have had substantive involvement in the matters of the dispute. The Parties agree to attempt to resolve the dispute by complying with the claims process as set forth in Public Contract Code sections 9204(e), 20104-20104.6, but without waiving the requirements of the California Tort Claims Act, Gov’t Code section 800 et seq. unless otherwise agreed to by the Parties.
4. Vendor's Records. Vendor shall maintain accurate accounting records and other written documentation pertaining to the costs incurred relating to this Purchase Agreement for examination and audit by the City, State, or federal government, as applicable, in compliance with Gov. Code §8546.7 for a contract in excess of $10,000, or in compliance with other applicable Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
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federal laws (e.g. 48 CFR 31) or regulations for a period of three (3) years from: the date of the final City payment for Vendor’s goods/ or services, or from the date of final disposition of real property or equipment acquired with federal funds, or date of the termination of this Purchase Agreement, whichever is later. If Vendor engages a subcontractor to perform work related to this Purchase Agreement with a cost of $10,000 or more over a 12-month period, such subcontract shall contain these same requirements. This provision shall survive the termination of this Purchase Agreement.
5. Conflicts of Interest. Vendor acknowledges and agrees to comply with applicable provisions of conflict of interest laws and regulations, including the CA Political Reform Act (Gov’t. Code §§1090, 87100), Levine Act (Gov’t. Code §84308), and the City’s conflict of interest code, and make any necessary disclosures.
6. California Public Records Act. City is a public agency subject to the disclosure requirements of the California Public Records Act (“CPRA”). If Vendor’s proprietary information is contained in documents or information submitted to City, and Vendor claims that such information falls within one or more CPRA exemptions, Vendor must clearly mark such information “Confidential and Proprietary,” and identify the specific lines containing the information. In the event of a request for such information, City will make best efforts to provide notice to Vendor prior to such disclosure. If Vendor contends that any documents are exempt from the CPRA and wishes to prevent disclosure, it is required to obtain a protective order, injunctive relief, or other appropriate remedy from a court of law in Santa Cruz County before the City is required to respond to the CPRA request. If Vendor fails to obtain such remedy within the time the City is required to respond to the CPRA request, City may disclose the requested information without any liability. Vendor further agrees that it shall defend, indemnify and hold City harmless against any claim, action or litigation (including but not limited to all judgments, costs, and attorney’s fees) that may result from denial by City of a CPRA request for information arising from any representation, or any action (or inaction), by the Vendor.
7. Intellectual Property and Indemnity. Vendor represents to City that, to the best of Vendor’s knowledge, any Intellectual Property (including but not limited to: patent, patent application, trade secret, copyright and any applications or right to apply for registration, computer software programs or applications, tangible or intangible proprietary information, or any other intellectual property right) in connection with any services and/or products related to this Purchase Agreement does not violate or infringe upon any Intellectual Property rights of any other person or entity.
To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless City, its officials, officers, employees, and agents, from any and all claims, demands, actions, liabilities, damages, or expenses (including reasonable attorneys’ fees and costs) arising out of a claim of infringement, actual or alleged, direct or contributory, of any Intellectual Property rights in any way related to Vendor’s performance under this Purchase Agreement or to the City’s authorized intended or actual use of Vendor’s product or service under this Purchase Agreement.
This provision shall survive termination or expiration of this Purchase Agreement.
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If any product or service becomes, or in the Vendor’s opinion is likely to become, the subject of a claim of infringement, the Vendor shall, at its sole expense: (i) provide the City the right to continue using the product or service; or (ii) replace or modify the product or service so that it becomes non-infringing; or (iii) if none of the foregoing alternatives are possible even after Vendor’s commercially reasonable efforts, in addition to other available legal remedies, City will have the right to return the product or service and receive a full or partial refund of an amount equal to the value of the returned product or service, less the unpaid portion of the purchase price and any other amounts, which may be due to the Vendor. City shall have the right to retrieve its data and proprietary information at no charge prior to any return of the product or termination of service.
8. Notices. If either Party shall desire or is required to give notice to the other such notice shall be given in writing, via email, and concurrently delivered by: (a) personal delivery, in which case notice is effective upon delivery; (b) overnight courier (i.e., Federal Express) with charges prepaid or charged to the sender’s account, in which case notice is effective when delivered; (c) priority U.S. Mail, in which case notice shall be deemed delivered on the second business day after the deposit thereof with the U.S. Postal Service. Notices shall be addressed to recipient as follows:
City of Santa Cruz
Lilian Lane
1200 Pacific Ave., STE 290
Santa Cruz, CA 95060
[email protected]
(831)420-5082
Graniterock Company
Jason Furrey
350 Technology Drive
Watsonville, CA 95076
[email protected]
(831)768-2303
Changes to the above information shall be given to the other party in writing ten (10) business days before the change is effective.
9. Complete Agreement. This Purchase Agreement, and its incorporated documents comprising the Contract Documents, contain the entire agreement between the Parties with respect to the matters addressed herein and shall supersede all prior or other agreements, oral and written declarations of intent and other legal arrangements (whether binding or non-binding) made by the Parties.
10. Severability. The unenforceability, invalidity or illegality of any provision(s) of this Purchase Agreement shall not render the other provisions unenforceable, invalid or illegal.
11. Waiver. Waiver by any party of any portion of this Purchase Agreement shall not constitute a waiver of the same or any other portion hereof.
12. Governing Law. This Purchase Agreement shall be governed by and interpreted in accordance with California law.
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13. Contract Interpretation. Each party acknowledges that it has reviewed this Purchase Agreement and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Purchase Agreement.
14. Counterparts. The Parties may execute this Purchase Agreement in two or more counterparts, which shall, in the aggregate, be deemed an original but all of which, together, shall constitute one and the same instrument. A scanned, electronic, facsimile or other copy of a party’s signature shall be accepted and valid as an original.
15. Warranty of Authority. The signatories to this Purchase Agreement warrant and represent that each is authorized to execute this Purchase Agreement and that their respective signatures serve to legally obligate their respective representatives, agents, successors and assigns to comply with the provisions of this Purchase Agreement.
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IN WITNESS WHEREOF, this Purchase Agreement is executed by the day and year first hereinabove written.
Approved As To Form:
By: _____________________________ Date: __________________ Office of the City Attorney
CITY OF SANTA CRUZ
By: _____________________________ Date: __________________ ____________________, ____________
VENDOR
By: _____________________________ Date: __________________ Printed: ___________________________ Title: __________________ By: _____________________________ Date: __________________ Printed: ___________________________ Title: __________________ Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC 3/4/2025
VP and CFO Dan Lindsey
3/5/2025
Rich Sacher
3/5/2025
EVP Products
15.12 Scope of Work and Fee Schedule Exhibit A
EXHIBIT A
SCOPE OF WORK AND FEE SCHEDULE
I. SCOPE OF WORK
5.1. Project Objectives
The City of Santa Cruz is soliciting a contractor(s) to supply aggregate materials and road maintenance materials for various projects throughout the city. On some occasions, the City Departments may need to pick-up the material on an as-needed basis from the contractor.
Bidders shall ensure all pricing included on the Required Bid Form for materials is entered into the correct table for "Picked Up" materials and "Delivered materials". The bid price must include cost per ton, unless specified otherwise. Bidder pricing should not include sales tax which will be included per contract order. Delivered items must also include any fuel charges and be inclusive of any additional fees or charges related to the delivery of the product. Bidders shall include the short load charge on the Bid Form when applicable, the short load charge will not be included in the basis of award. A short load amount is defined as less than the unit of measure listed on the bid form. For example, if there is a charge for a delivery of less than a ton on a line item that is 1 ton for the unit of measure, then you need to include the charge for this on the Short Load Charge Line on Table 1 of the bid form.
The City expects to award multiple contracts for required products (Tables 1-4) and expects to award by line item for required tables. Tables (5-8) is for supplemental goods and is not included in the basis of award.
The Bid Form is divided by product category as follows:
Table 1 - Required Aggregate Materials-Picked Up
Table 2 - Required Aggregate Materials-Delivered
Table 3 - Required Asphalt Products-Picked Up
Table 4 - Required Asphalt Products-Delivered
Table 5 - Supplemental Aggregate-Picked Up
Table 6 - Supplemental Aggregate-Delivered
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15.13 Scope of Work and Fee Schedule Exhibit A
Table 7 - Supplemental Bitumen and Emulsion-Picked Up
Table 8 - Supplemental Bitumen and Emulsion-Delivered
Delivered Road Maintenance Materials may be delivered to any location within Santa Cruz County that the City of Santa Cruz services.
Delivered aggregates are most frequently delivered to the following location(s):
Location 1: DeLaveaga Golf Course
401 Upper Park Road
Santa Cruz, CA 95065
Location 2: City of Santa Cruz Corporation Yard
1125 River Street
Santa Cruz, CA 95060
5.2. Minimum Qualifications
• Consideration: Bids will be considered only from individuals and entities that normally engaged in providing and performing Services specified herein. Bidders shall be required to show that they have had experience in providing Services the same or similar nature and that the Bidder has been in formal existence and engaged in similar type Services for not less than five (5) years.
• General: Bidder must have adequate organization, facilities, equipment and personnel to ensure prompt and efficient service to the City of Santa Cruz and shall have all necessary licenses and permits required by law to provide the Services to the City. Bidder must have current Department of Industrial Relations (DIR) registration if delivering aggregates to City locations.
• Bidder's Information: The City reserves the right before recommending any award to inspect the facilities and organization or to take any other action necessary to determine ability to perform in accordance with specifications, terms and conditions. Bidders are Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.14 Scope of Work and Fee Schedule Exhibit A
required to complete and answer all the Bidder Questionnaire questions located in the Bid Submittals section.
5.3. Service Area
Service area shall include areas within the City of Santa Cruz limits and any outlying areas serviced by the City Departments. Service must be available seven (7) days a week, if required. Each City Department may have different hours of operations, contractor will follow up with department contact for specifics.
5.5. Contractor Responsibilities
1. Standards of Conduct. The Contractor is responsible for maintaining standards of employee competence, conduct, courtesy, appearance, honesty, and integrity satisfactory to the City.
2. Supervision. The Contractor shall always provide adequate and competent supervision during the Contract term. The Contractor shall be readily available to meet with the City.
Contractor shall provide the telephone numbers where its representative(s) can be reached.
3. City Premises. Contractor’s employees and agents shall comply with all City rules and regulations while on City premises.
4. Removal of Employee. City may request the Contractor immediately remove from assignment to the City any employee found unfit to perform duties at the City. The Contractor shall comply with all such requests.
5. Communication. Contractor shall ensure that onsite employees can communicate in English both verbally and in writing.
5.6. Public Relations, Safety, and Cooperation
All deliveries shall be conducted in a manner as to cause the least possible interference or annoyance to others. The Contractor shall endeavor to maintain good public relations at all times.
The Contractor is required to identify the name of their company, confirm that they are a contracted vendor with the City of Santa Cruz, and identify the Foreman on duty if asked by a member of the public. Any follow up communication or inquiries from the public are to be directed and handled by the City Contact.
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15.15 Scope of Work and Fee Schedule Exhibit A
Contractor shall ensure that all fire hydrants, meter vaults, water and gas shut off valves and similar facilities are accessible during the course of work. Contractor shall maintain clear passage and least amount of inconvenience to public and private traffic ways, businesses, and residences.
Contractor shall strive to keep noise levels to a minimum at all times. Additionally, the Contractor shall abide by the City’s Noise Ordinance (Santa Cruz Municipal Code Section 9.36). The City’s noise ordinance prohibits performing loud work after 10:00 p.m. and before 8:00 am. The City's Public Works Director may grant exceptions on a case-by-case basis and allow work to begin as no earlier than 7:00 a.m. for projects that have the potential to disrupt traffic, and whereby, that disruption could be alleviated by authorizing work to commence at 7:0 am.
The Contractor shall maintain all work sites in a safe, neat, clean, and orderly condition. All work sites are to be kept free from trash, debris, surplus material or other objectionable matter of any kind, subject to the satisfaction of the City Contact.
5.7. Specifications
The City is requesting bids for Aggregate Materials and Road Maintenance Materials.
Task 1- The scope of work includes sourcing and delivery of aggregate materials and road maintenance materials. Price is all inclusive, including delivery (where specified) and tax.
Task 2 - All materials, unless mutually agreed otherwise, shall conform to Standard Specifications for Public Works Construction (Greenbook, 2024)
Aggregate Materials must meet the following detailed specifications:
3/4" Class 2 Base-Virgin
3/4" Class 2 Base-Recycled
Subbase (3/4" Class 4 Base)
1-1/2" Class 2 Base
Concrete Mix
1-1/2" x 3/4" Unwashed Drain Rock
1-1/2' x 3/4" Washed Drain Rock
3/4" x 1/2" Washed Drain Rock
1/2"x3/8" Washed Drain Rock
1/4"x #10 Crushed3/8"x #4 Crushed
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15.16 Scope of Work and Fee Schedule Exhibit A
Gabion Rock (3"x5' or 5"x10")
Permeable CL 1 Type A
Other Permeable Materials (1B,2,3)
Washed Sand
Fill Sand
Marina Fill Sand
Cyclone Sand (Very Fine)
Engineered Fill (6" Minus)
Recycled Sand
Select Decomposed Granite (Fill)
Coarse Bank Run
Track Fines
Granite Fines
Top Dressing Sand
Bunker Sand
1-1/2"x3/4" Gold Aggregate
1/4"x #10 Gold Aggregate
3/8"x #4 Gold Aggregate
1/2"x 3/8" Gold Aggregate
3/4"x 1/2" Gold Aggregate
Gold Path Base
Gold Path Fines
Gold Track Fines
Gold Wall Rock (6" - 18")
Gold Accent Boulders
Slope/Shore Protection (Riprap)
Granite patch, 50 pound
Fast Set Concrete
Sack Sand Slurry
1/2" 6.48 Sack Mix
1/2" Pump Mix
3/8" 6 Sack Mix
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15.17 Scope of Work and Fee Schedule Exhibit A
3/4" 5.5 Sack Mix
3/4" 6 Sack Mix
Road Maintenance Materials must meet the following detailed specifications:
1/2" Asphalt (medium or coarse)
1/2" Asphalt (fine)
3/8" Asphalt (fine or medium)
3/4"Asphalt (fine, medium or coarse)
SC250 (Cold Mix)
Berm Mix
Sand Mix
RS1 Oil (100 gallons or more)
RS1 Oil (50-99 gallons)
RS1 Oil (49 gallons or less)
SS1 Oil (50 gallons or more)
SS1 Oil (49 gallons or less)
5.8. Responsibilities of City
To provide a designated City contact during the course of the project. Access to the facilities as needed for delivering to location(s) below:
Location 1: DeLaveaga Golf Course
401 Upper Park Road
Santa Cruz, CA 95065
Location 2: City of Santa Cruz Corporation Yard
1125 River Street
Santa Cruz, CA 95060
5.9. Brand Requirements
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15.18 Scope of Work and Fee Schedule Exhibit A
Any manufacturers' names, trade names, brand names, or catalog numbers used in the specification are there for the purpose of establishing and describing general performance and quality levels.
5.10. Order Process
No “minimum orders” are permitted. Proposals indicating a minimum order requirement will be rejected.
5.11. Delivery, Inspection, and Acceptance of Goods
Goods are to be delivered to the location specified. All deliveries are F.O.B. destination.
Proposer acknowledges that time is of the essence in the performance of this contract. If the goods are not delivered within the time period stated on the Vendor’s proposal, or by a different date mutually agreed to in writing, the City reserves the right to cancel the order. If the City cancels the order because of late delivery, the Vendor will not be allowed to charge the City for any costs associated with the order and may be charged any increase in cost the City must pay for the replacement order.
Charges not included in the contract resulting from this solicitation will not be paid. However, the City may consider requests to pay fuel surcharges when the price of crude oil is inflated; but when the price of crude oil decreases, fuel surcharges not set forth in the contract resulting from this solicitation will no longer be paid.
Within 14 calendar days, unless the contract stipulates a different time period, the City will inspect the goods received to verify compliance with specifications. If deficiencies are detected, the goods will be rejected and the Vendor will be required to make the necessary adjustments or replacements at the Vendor’s expense. Acceptance of the goods will be made when the City determines the goods received are in compliance with specifications and are free from defects.
1. Delivery Restrictions at the Santa Cruz Wharf
Delivery vehicles will not exceed the wharf’s weight restriction of 8 tons.
2. Delivery Acceptance Hours
The Vendor will maintain process for ensuring that deliveries occur during hours open.
Deliveries will not be left at a facility unless accepted by City staff.
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15.19 Scope of Work and Fee Schedule Exhibit A
5.12. Safety Data Sheets (SDS)
The Vendor will furnish SDS forms for every product delivered that requires one. You may upload SDS sheets in section 6.4.12. located in the Bid Submittal section of this IFB.
5.10. Order Process
The Vendor will be responsible for any damage to City property during the performance of this contract. In the event that there is damage to City property, the Vendor will immediately report the incident to the City in writing. Any such damage will be repaired or replaced with same by the Vendor at his/her expense and to the satisfaction of the City.
5.14. Adequate Stock
The Vendor will maintain adequate stock of aggregate materials to accommodate City’s needs throughout the length of the contract. Failure to maintain adequate stock may be deemed a breach of contract and may result in termination of the contract.
5.15. Alternative Sources
Vendor will place all orders for item(s) covered in this contract. In the event the Vendor is unable to supply the item(s) when needed, the City reserves the right to order the item(s) from any source offering the lowest price and the required amount. Any such items will be ordered from the Vendor the next time they are required. The City may bill Vendor the difference if the City must pay a higher price for out-of-stock contract item(s).
5.16. Warranty
Vendor warrants that the item(s) provided and/or work performed under this contract comply with all Project specifications, are free of liens and encumbrances, and that workmanship and materials are free from defects during the warranty period. Work shall comply with nationally recognized codes and established industry standards. Equipment shall carry the manufacturers’ most favorable commercial warranties. The warranty period shall begin after City’s acceptance of item(s) and/or Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.20 Scope of Work and Fee Schedule Exhibit A
work and shall extend thereafter for a period of 10 years, or as otherwise specified by the manufacturer’s standard warranty, whichever is later.
Vendor agrees to remedy by replacing or repairing any item(s) that is damaged or defective during normal usage within the warranty period, at no additional cost to the City. Such repair or replacement will occur within a reasonable time frame, to the satisfaction of the City. Exceptions to any of these warranty provisions will be indicated by Vendor in their proposal.
5.17. Return Policy
Vendor will issue full credit for return of unused aggregate materials. The City prefers returns to be at no additional charge; this includes but is not limited to, restocking or handling charges.
Exceptions to this provision will be indicated by Vendor in their bid response.
5.18. Vendor’s Employee Conduct
Vendor will agree to remove any employee whose conduct is improper, inappropriate, or offensive as determined by the City. A removed employee(s) is not to work on City premises without the written consent of the City. The Vendor will remove any employee from working in, or delivering to, City facilities who is convicted of a felony during his/her employment.
5.19. Emergency Response
Vendor will provide the name and contact information of a representative who will be available 24 hours a day, 7 days a week, in the event of an emergency. During the emergency, Vendor will provide the City of Santa Cruz with all available supplies, materials, equipment and/or services on a priority basis.
Time is of the essence for delivery. Delivery location(s) and estimated arrival will be mutuality agreed upon, by the City and Vendor, at time of order and will be determined based on need and existing conditions. It is understood that current conditions, such as power outages, road closures, and damages to the Vendor’s facility and/or equipment, will be taken into consideration. The City expects emergency deliveries to occur within 4 hours of order placement and may be required during evenings, weekends, and holidays.
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15.21 Scope of Work and Fee Schedule Exhibit A
5.20. Exclusions
Excluded from this specification are all items purchased separately on other City contracts. The City also reserves the right to bid separately any item or items where it is determined by the Purchasing Manager that:
The commodity is not appropriately classified under this specified contract.
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15.22 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
EXHIBIT B
EXHIBIT B
CITY OF SANTA CRUZ STANDARD TERMS AND CONDITIONS OF PURCHASE
1. Contract: The following terms and conditions shall govern all purchases by the City unless other terms are specifically designated by the City to apply or the City and Vendor have entered into another written agreement. Any terms or conditions (including price and delivery dates) proposed by the Vendor which are inconsistent with or in addition to these terms and conditions shall be void and of no effect unless and to the extent expressly accepted by the City in writing.
2. Delivery, Inspection, and Acceptance of Goods/Services: Goods/services are to be delivered to the location specified. All deliveries are F.O.B. destination.
Vendor acknowledges that time is of the essence in the performance of this contract. If the goods and/or services are not delivered within the time period stated on the Vendor’s proposal, or by a different date mutually agreed to in writing, the City reserves the right to cancel the order. If the City cancels the order because of late delivery, the Vendor will not be allowed to charge the City for any costs associated with the order and may be charged any increase in cost the City must pay for the replacement order. Charges not included in the contract will not be paid.
Within 14 calendar days, unless the contract stipulates a different time period, the City will inspect the goods received to verify compliance with specifications. If deficiencies are detected, the goods will be rejected and the Vendor will be required to make the necessary adjustments or replacements at the Vendor’s expense. Acceptance of the goods will be made when the City determines the goods received are in compliance with specifications and are free from defects.
3. Payment: All invoices shall contain correct bid or contract pricing, the applicable purchase order number, and the name of the City employee making the purchase. Invoices shall be sent to the dept. making the purchase. Vendor shall submit invoices to the City within 60 days of delivery of goods or provision of service. Invoices with incorrect pricing will be returned to the Vendor for correction. The City will pay approximately 30 days after acceptance of goods or services and receipt of a correct and undisputed invoice, whichever occurs last.
The City will take early payment discounts when the net payment period is over 15 days. The payment period will extend to the date that the invoices are paid. Should the Vendor become delinquent with any fees, assessments, or charges due to the City, the City will reduce any amount owed to the Vendor by the delinquent amount owed to the City. The City reserves the right to audit Vendor’s records when necessary.
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15.23 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
4. Sales Tax: Sales tax must be stated separately on each invoice. If the current local sales tax is not charged, the City will remit all sales tax due directly to the California State Board of Equalization.
5. Warranty: Vendor warrants that the item(s) provided and/or work performed under this contract comply with all specifications, are free of liens and encumbrances, and that workmanship and materials are free from defects. Work shall comply with nationally recognized codes and established industry standards. Equipment shall carry the manufacturers’ most favorable commercial warranties. The warranty period shall begin after acceptance of item(s) and/or work and shall extend thereafter for a period of ninety days, or as otherwise specified by the manufacturer’s standard warranty, whichever is later. Vendor agrees to remedy by replacing or repairing any item(s) that is damaged or defective during normal usage within the warranty period, at no additional cost to the City. Such repair or replacement shall occur within a reasonable time frame, to the satisfaction of the City.
6. Indemnity:
For General Services: To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless the City, its officials, officers, employees, and volunteers from and against any and all claims, demands, actions, liabilities, damages, judgments, or expenses, (including attorneys’ fees and costs) arising from the acts or omissions of Vendor, Vendor’s employees or agents, or in any way related to the obligations or the performance of services under this contract, except for design professional services as defined in Civil Code §2782.8, and except where caused by the sole or active negligence, or willful misconduct of City.
For Design Professional Services under Civil Code §2782.8: To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless City, its officials, officers, employees, and volunteers from and against any and all claims, demands, actions, liabilities, damages, or expenses, (including attorneys’ fees and costs) arising from the negligence, recklessness, or willful misconduct of the Vendor, Vendor’s employees or agents, in any way related to the obligations or the performance of design professional services under this contract as defined in Civil Code §2728.2, except where caused by the sole or active negligence, or willful misconduct of City. The costs to defend charged to the Vendor relating to the design professional services shall not exceed the Vendor’s proportionate percentage of fault per Civil Code §2782.8.
7. Compliance Requirements: Vendor shall be responsible for complying with all applicable Federal, State, and local laws and regulations including, but not limited to, City policies, ordinances, and Best Management Practices. Requirements vary based on the nature of the product to be provided and/or work to be performed; these shall include, but are not limited to, complying with the items listed below and following City Council policies regarding Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.24 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
asbestos in products, polystyrene foam, recycled paper, and fair trade coffee. These policies are available on the City’s website here.
a. Licensing: Vendor warrants that it has complied with any and all federal, state, and local licensing requirements and agrees to provide proof of a current City of Santa Cruz Business Tax Certificate if:
I Vendor is located in the City of Santa Cruz;
ii. Will perform physical work in the City of Santa Cruz for 6 or more days annually; or iii. Will use company vehicles to deliver within the City of Santa Cruz for 6 or more days annually.
For additional information and licensing requirements, view the City’s Business Licenses and Permits webpage or call the Revenue and Taxation division at 831/420- 5070.
i. Prevailing Wage: In performing “public work” pursuant to and subject to Labor Code §1720 et seq. under this contract, Vendor (and any subcontractor performing the work or services) shall conform to any and all prevailing wage requirements applicable to such work/and or services. All workers employed in the execution of a public works contract (as defined in Labor Code §1720 et seq. and §1782(d)(1)) must be paid not less than the specified prevailing wage rates for the type of work performed. (See Labor Code §§1720, 1774 and 1782.) Pursuant to Labor Code §1773.2, the current prevailing rate of per diem wages at the time of the contract as determined by the Director of the Department of Industrial Relations (DIR) may be on file at the dept. office awarding the public work. Vendor shall post a copy of these rates at the work site, if any.
The “public work” project is subject to the compliance monitoring and enforcement by the DIR. The Vendor and subcontractor, if any, must be registered with the DIR to submit a bid or engage in the performance of any contract for public work pursuant to Labor Code §§1725.5 and 1771.1. The Vendor is responsible for posting job site notices as prescribed by regulation pursuant to Labor Code §1771.4(a)(2). The Vendor and each subcontractor, if any, must submit certified payrolls to the Labor Commissioner pursuant to Labor Code §1771.4.
Any failure of Vendor and/or its subcontractors to comply with the above requirements shall constitute a breach of this contract that excuses the City’s performance of this contract at the City’s sole and absolute option, and shall be at the sole risk of Vendor.
Vendor on behalf of itself, and any subcontractor, agrees to indemnify, defend and hold harmless the City and its officials, officers, employees, and agents from and against any and all claims, liabilities, losses, costs, expenses, attorneys’ fees, damages, expenses, fines, financial consequences, interest, and penalties, of any kind or nature, arising from or relating to any failure (or alleged failure) of the Vendor and any subcontractor to pay prevailing wages or to otherwise comply with the requirements of prevailing wage law.
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15.25 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
j. Living Wage: Every contract for services to the City for $10,000 or more, is subject to City of Santa Cruz Living Wage Ordinance number 2000-25. The requirements of the Living Wage ordinance are provided in Santa Cruz Municipal Code Chapter 5.10. k. Vendors’ Duties Concerning Labor Code Compliance. As required by Labor Code §1775(b)(1), Vendor shall include in any contract between Vendor and subcontractors for the performance of work on a public works project, a copy of Labor Code §§1771, 1775, 1776, 1777.5, 1813 and 1815.
l. Apprentices. The Vendor is responsible for compliance with Labor Code §1777.5 for all apprentices whether employed directly or through subcontractors on a public works project.
m. Payroll Records. Pursuant to Labor Code §1776, for public works projects, the Vendor and any subcontractor shall keep, make available, and submit to the City within ten (10) days of receipt of a written request, certified payroll records. Pursuant to Labor Code § 1776(h), if the Vendor or any subcontractor fails to comply with the ten-day period, he or she shall, as a penalty to the City, forfeit the prescribed amount for each calendar day, or portion thereof, for each worker, until strict compliance is effectuated. The Vendor shall include provisions in its subcontracts as required to make this paragraph effective as to each subcontractor. Upon written request, the Vendor shall withhold penalties forfeited by a subcontractor pursuant to Labor Code §1776(h) and this paragraph from payment due to such subcontractor and remit such penalties withheld to the City.
n. Hours of Labor. Pursuant to Labor Code § 1810, 8 hours of labor shall constitute a legal day’s work. Pursuant to Labor Code § 1813, the Vendor and each subcontractor, if any, shall, as a penalty to the City, forfeit the prescribed amount per calendar day for each worker required or permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar week without being compensated in accordance with § 1815. Vendor shall include terms in its subcontracts as required to make this paragraph effective as to each subcontractor. Upon written request, Vendor shall withhold penalties forfeited by a subcontractor pursuant to Labor Code §1813 and this paragraph from payments due to such subcontractor and remit such penalties withheld to the City.
o. Storm Water Requirements: The Vendor, and all subcontractors, are required to abide by the applicable City of
Santa Cruz Storm Water Best Management Practices (BMPs) for the duration of the work. The City’s mandatory Storm Water BMPs, which are listed according to the type of work, operations, or business, are located on the City website here.
8. Insurance: Prior to the beginning of and throughout the duration of this contract, Vendor will maintain insurance in conformance with the requirements set forth herein. Vendor will Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.26 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
insure the City against claims for injuries to persons or damages to property which may arise from or in connection with the goods, or the work performed hereunder and the results of that work by Vendor, Vendor’s agents, representatives, employees or subcontractors. a. Standard Certificate Requirements
The City will be issued a Certificate of Insurance (a Memorandum of Understanding will not be accepted) with the following minimum requirements:
• Certificate(s) will show current policy number(s) and effective dates, • Coverage and policy limits will meet, or exceed, requirements below, • The Certificate Holder will be City of Santa Cruz, Risk Management, 877 Cedar Street, Suite 100, Santa Cruz, CA 95060,
• Certificate will be signed by an authorized representative, • An endorsement will be provided to show the City, its officers, officials, employees, agents and volunteers as additional insured.
b. Minimum Scope and Limits of Insurance:
The Vendor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. The City will be entitled to coverage for the highest limits maintained by the Vendor. Coverage will be at least as broad as:
• Commercial General Liability (CGL): $2,000,000 per occurrence Proof of coverage for up to $2 Million per occurrence including products and completed operations, property damage, bodily injury, personal injury and advertising injury will be provided on Insurance Services Office (ISO) Form CG 00 01 covering CGL. If a general aggregate limit applies, either the general aggregate limit will apply separately to this project/location or the general aggregate limit will be at least twice the required occurrence limit.
• Automobile Liability: $1,000,000
Proof of coverage for $1 Million will be provided on ISO Form Number CA 00 01 covering any auto (Code 1), or if Vendor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), per accident for bodily injury and property damage. • Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance: $1,000,000 per accident for bodily injury or disease. Must include a waiver of subrogation.
c. Additional Requirement for Professional Services
Professional Liability (Errors and Omissions): $2,000,000 per occurrence or claim, $2,000,000 aggregate
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15.27 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
Vendor will maintain insurance appropriate to Vendor’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after date of completion of the services under this contract. If coverage is canceled or nonrenewed and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date or start of work date, Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
If Vendor maintains broader coverage and/or higher limits than the minimums shown above, the City of Santa Cruz requires and shall be entitled to the broader coverage and/or higher limits maintained by Vendor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Santa Cruz.
d. Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
• Additional Insured Status
The City, its officers, officials, employees, agents and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage will be provided in the form of an endorsement to the Vendor’s insurance at least as broad as ISO Form CG 20 10 11 85, or if not available, through the addition of both CG 20 10 and CG 20 37 (if a later edition is used). • Primary Coverage
For any claims related to this contract, the Vendor’s insurance coverage will be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers will be excess of the Vendor’s insurance and will not contribute with it.
• Notice of Cancellation
Each insurance policy required above shall state that the coverage shall not be canceled, except with notice to the City.
• Waiver of Subrogation
Vendor hereby grants to the City a waiver of any right to subrogation which any insurer of said Vendor may acquire against the City by virtue of the payment of any loss, including attorneys’ fees, under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
The Worker’s Compensation policy will be endorsed with a waiver of subrogation in favor of the City for all work performed by the Vendor and its employees. • Deductibles and Self-Insured Retentions
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15.28 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
Any deductibles or self-insured retentions will be declared to and approved by the City. City may require Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
• Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Entity.
• Verification of Coverage
Vendor will furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause.
All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning will not waive the Vendor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. a. Special Risks/Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances, including but not limited to requiring the following:
• Data Breach Risk - Cyber Liability Insurance of limits no less than $5 Million per occurrence and $10 Million in the aggregate.
• Risk of Loss in Transporting Money - Cash In Transit Policy Insurance covering all risks of physical loss or damage while in transit or at premises for limits no less than $10 Million per occurrence and $20 Million in the aggregate. • Financial Breach Risk - Financial Crime Coverage for limits no less than $5 Million per occurrence and $10 Million in the aggregate. • Risk in Transporting People or Goods in a Vehicle - Common Carrier Liability Insurance of limits no less than $10 Million per occurrence and $20 Million in the aggregate.
• Risk in Storing Vehicles – Garage-keeper’s Liability Insurance of limits no less than $2 Million per occurrence and $4 Million in the aggregate. • Construction Risks - Builder’s Risk (Course of Construction) Insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions, and name the City as loss payee.
• Environmental Hazard - Pollution Legal Liability Insurance with limits no less than $1 Million per occurrence or claim, and $2 Million in the aggregate. b. Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
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15.29 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a Retroactive Date prior to the contract effective date, the Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
c. Subcontractors
Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City, its officers, officials, employees, and volunteers are additional insureds on insurance required from subcontractors.
9. Travel Reimbursement Policy
When it is mutually agreed between the City and the vendor, the vendor’s employees will be reimbursed for travel expenses according to this policy. It is expected that all travel expenses incurred by vendors while conducting activities on behalf of the City will be at reasonable rates and that vendors will exercise prudence in incurring these expenses.
Meals
Meals are reimbursed at the current GSA Meals & Incidental per diem rate by county (www.gsa.gov/travel). The City does not reimburse for actual costs for meals.
Reimbursement is based solely on per diem rates. Do not submit meal receipts. • Travel before 8:00a qualifies for breakfast reimbursement. • Travel between 8:00a – 1:30p qualifies for lunch reimbursement. • Travel between 1:30p – 7:00p (or later) qualifies for dinner reimbursement. • Days between hotel stays and days starting before 8a and ending after 7p, qualify for the full GSA Meals & Incidental per diem rate.
Ground Transportation
Ground transportation is reimbursable when it is for travel between the vendor’s place of business, their employee’s home, an airport, or Santa Cruz hotel to their City work location.
1. Reasonable fees for taxis, shuttles, busses, trains, light rail, ride hailing services (Uber, Lyft), bike shares (Jump), and similar modes of transportation will be reimbursed.
Receipts are required for reimbursement.
2. Personal vehicles include vehicles owned by the vendor or their employees. • Mileage will be reimbursed at the current IRS mileage rate. • Evidence of automobile liability insurance meeting the City’s requirements must be provided.
• Maps showing starting point, City work location, and total miles are required for reimbursement.
3. Car rentals are reimbursable when
• Travel is necessary from an airport to the City work location.
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15.30 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
• The rental reservation is made as far in advance as is practical and the lowest possible price is obtained.
• Insurance coverage is included in the rental agreement and the car is returned with a full tank of gas.
• The smallest vehicle necessary is rented.
• Parking expenses are included in the GSA Meals & Incidental per diem rate. The City will not pay additionally for parking expenses.
• Receipts are required for reimbursement.
Airfare
Airfare is reimbursable when the vendor’s place of business, or their employee’s home, is more than 250 miles away from Santa Cruz.
• Airfare must be lowest available coach class fare. Flights may be non-stop. • Airfare must be booked as far in advance as is practical. • Fees for one piece of checked luggage (and any equipment necessary for the work being done) will be reimbursed.
• Extra charges for seat assignments, refundable tickets, travel insurance/protection, and similar fees are not reimbursable.
• If the City cancels the need for travel and the ticket cannot be changed or refunded, the ticket cost will be reimbursable.
• Receipts are required for reimbursement.
Lodging
Lodging is reimbursable when the vendor must work on site for two or more consecutive days and the vendor’s place of business, or their employee’s home, is more than 60 miles away from Santa Cruz.
• Lodging is reimbursed up to the current GSA rate by county (www.gsa.gov/travel). • Costs for hotel rooms above this rate are the responsibility of the traveler. • Receipts are required for reimbursement.
General
1. Travel expenses not listed above will not be reimbursed.
2. Travel reimbursements are paid after the completion of travel. There are no travel advances.
3. Exceptions to any of the above requirements require advance written permission from the Department Head of the department contracting with the vendor.
4. Tips and gratuities will not be reimbursed.
5. Alcoholic beverage purchases will not be reimbursed.
6. Vendors will exercise prudence in incurring reimbursable expenses.
7. The City of Santa Cruz has the sole discretion to deny any proposed reimbursable expense the City has determined to be excessive, unethical, non-responsible, or an inappropriate use of public funds.
10. Mechanic’s Liens. Vendor shall timely pay all claims for labor and/or materials furnished to Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.31 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
or for Vendor relating to this contract. Vendor shall not create, permit, or suffer any mechanic’s or materialmen’s liens of any kind or nature to be enforced against the City for any such work or activities performed. Vendor shall indemnify, defend and hold harmless the City from and against any and all liens, claims, demands, liabilities, costs and/or expenses of whatever kind or nature in any way connected with or growing out of such work done, labor performed and/or materials furnished. In the event any such liens shall be filed against the City, Vendor shall cause the same to be paid, discharged, released and satisfied within a commercially reasonable time, not to exceed five (5) business days from the date the same were recorded in the office of the applicable County Recorder. City shall have the right to post notices of non-responsibility on all or any part of any affected City property.
11. Governing Law: The contract will be construed and interpreted according to the laws of the State of California.
12. Assignment: The City reserves the right to cancel this contract if the contract is assigned without written consent of the City.
13. Subcontractors: Subcontracting of work without prior approval of the City, may result in contract termination. If at any time, the City determines any subcontractor is incompetent or undesirable, Vendor will be notified and will be expected to immediately cancel the subcontract.
14. Contract Modifications: All changes to this contract will be approved in writing signed by both parties through an amendment to the contract.
15. Termination of Contract: The City or the Vendor may terminate the contract for convenience by providing written notice to the other party not less than 30 calendar days prior to an effective termination date.
The City or Vendor may terminate the contract for material breach of contract by providing written notice to the other party not less than 14 calendar days prior to an effective termination date.
Upon notice of termination, the Vendor will immediately take action not to incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. The City’s only obligation to the Vendor will be just and equitable payment for materials and/or services authorized by, and received to the satisfaction of, the City up to and including the effective date of termination. All finished or unfinished materials, supplies, goods, or documents procured or produced under the contract will become property of the City upon the termination date. The City reserves the right to purchase or obtain the supplies or services elsewhere, and the defaulting vendor will be liable for the difference between the prices set forth in the terminated order and the actual cost to the City. In no event will the City be liable for any loss of profits on the resulting order or portion thereof so terminated.
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15.32 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
under the contract. Termination of the contract pursuant to this paragraph may not relieve the Vendor of any liability to City for damages sustained by City because of any breach of contract by Vendor, and City may withhold any payments to Vendor for the purpose of set-off until such time as the exact amount of damages due City from Vendor is determined.
The rights and remedies provided in this section will not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.
16. Safety: All service(s) and item(s) provided will comply with applicable safety laws, regulations, and standards. Vendor will provide proof of compliance, if requested by the City. a. Vendor will make available a list of hazardous chemicals and applicable Safety Data Sheets prior to bringing those chemicals on City property or using them on behalf of the City. All hazardous substances and chemicals brought onto the premises must be labeled as required by the Hazard Communication Standard. Vendor is required to maintain copies (on site) of the SDS of the hazardous substances or chemicals they will use throughout the work place. No hazardous materials or chemicals will be introduced into the workplace by the vendor unless approved in advance by the City. The City reserves the right to deny use of any hazardous substance or chemical that the City deems harmful and may affect City employees and/or members of the public. b. Any precautions and/or protective measures to minimize the possibility of exposure will be communicated by the Vendor to the City and from there to City employees. c. Upon request, Vendor will provide records of their Hazard Communication Training Program.
d. All accidents, chemical spills, fires, accidents, property damage, etc., no matter how small, must be reported to the City immediately for investigation and documentation. e. Vendor must immediately notify the City in the event of an emergency and indicate what assistance is required.
17. Force Majeure: Neither party will be held responsible for delay or default caused by declared emergencies, natural disasters, or any other cause which is beyond the party's reasonable control. Vendor will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this agreement.
The City reserves the right to obtain the item(s) covered by this contract from another source during any on-going suspension of service due to the circumstances outlined above.
18. Equal Employment Opportunity/Non-Discrimination: City’s policies promote a working environment free from abusive conduct, discrimination, harassment, and retaliation; and require equal opportunity in employment for all regardless of race, religious creed (including religious dress and grooming practices), color, national origin (including language use restrictions), ancestry, religion, disability (mental and physical), medical condition, sex, gender (including gender identity and gender expression), physical characteristics, marital Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.33 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
status, age, sexual orientation, genetic information (including family health history and genetic test results), organizational affiliation, and military or and veteran status, or any other consideration made unlawful by local, State or Federal law. City requires Consultant to be in compliance with all applicable Federal and State and local equal employment opportunity acts, laws, and regulations and Consultant is responsible for ensuring that effective policies and procedures concerning the prevention of abusive conduct, discrimination, harassment, and retaliation exist in Consultant’s business organization. The City’s current Equal Employment Opportunity and Non-Discrimination policies to which this Section applies may be viewed at
http://www.codepublishing.com/CA/SantaCruz/?SantaCruz09/SantaCruz0983.html and http://www.codepublishing.com/CA/SantaCruz/?SantaCruz09/SantaCruz0983.html.
Copies are available upon request from the City’s Purchasing Division.
19. Attorneys’ Fees. If any action at law or in equity is brought to enforce or interpret the provisions of this contract, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief.
20. Severability. The unenforceability, invalidity or illegality of any provision(s) of this contract shall not render the other provisions unenforceable, invalid or illegal.
21. MacBride Principles and the Peace Charter. City of Santa Cruz Resolution NS-19,378 (7/24/90) encourages all companies doing business in Northern Ireland to abide by the MacBride Principles and Peace Charter.
22. Vendor Not An Agent. Vendor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent.
23. Contract Interpretation. Vendor acknowledges that it has reviewed this contract and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this contract.
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15.34 City’s Invitation for Bids (“IFB”) Packet – IFB FN-0172 Exhibit C EXHIBIT C: IFB PACKET
EXHIBIT C
CITY’S INVITATION FOR BIDS (“IFB”) PACKET – IFB FN-0172 Docusign Envelope ID: 5173F457-AB78-466B-A221-C2027C12CCFC
15.35 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.36 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.37 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.38 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.39 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.40 VENDOR’S PROPOSAL Exhibit D
EXHIBIT D
VENDOR’S PROPOSAL
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D
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15.42 VENDOR’S PROPOSAL Exhibit
D
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15.43 VENDOR’S PROPOSAL Exhibit
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15.44 VENDOR’S PROPOSAL Exhibit
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15.45 PURCHASE AGREEMENT Page 1
PURCHASE AGREEMENT
GREEN DREAM INTERNATIONAL
FOR AGGREGATE MATERIALS AND ROAD MAINTENANCE MATERIALS
THIS PURCHASE AGREEMENT (“Purchase Agreement” or “Contract”), made and entered into on April 1, 2025, (“Effective Date”) by and between the CITY OF SANTA CRUZ, a municipal corporation, hereinafter called “City,” and GREEN DREAM INTERNATIONAL, hereinafter called “Vendor” or Contractor”. City and Vendor are individually referred to as a “Party” or collectively, as the “Parties”.
The Parties mutually agree as follows:
SECTION I: GOODS/SERVICES
A. That for and in consideration of the City’s Invitation for Bid and Vendor’s response thereto, the Vendor hereby covenants and agrees to furnish any and all required goods and/or services, further described below, and will bear any and all other expense necessary or incidental to the performance of certain work hereinafter specified for: IFB FN-0172 in strict conformity and compliance with the Contract Documents, as hereinafter defined, and in accordance with this Purchase Agreement.
B. Vendor will furnish all labor, material, equipment and services required to comply with the Contract Documents.
C. Vendor agrees that it may not begin providing the goods/services until the City approves a Purchase Order for such.
SECTION II: CONTRACT DOCUMENTS
A. Incorporation of Documents.
It is expressly agreed and understood by City and Vendor that the following documents are hereby incorporated and made a part of this Purchase Agreement (hereinafter the “Contract Documents”):
1. This Purchase Agreement with Exhibit A: Scope of Work and Fee Schedule; and
2. City of Santa Cruz Standard Terms and Conditions of Purchase, except as amended herein by this Purchase Agreement in Section V – attached hereto as Exhibit B
3. City’s Invitation for Bids (“IFB”) Packet – IFB FN-0172 attached hereto as Exhibit C
4. Vendor’s Proposal – attached hereto as Exhibit D.
B. Priority of Contract Documents.
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The Parties to this Purchase Agreement do hereby expressly acknowledge that they have read, understand, and promise to comply with each and every provision of Contract Documents. In the event inconsistencies, conflicts, or ambiguities between and among the Contract Documents are discovered, the Parties shall attempt to resolve any ambiguity, conflict, or inconsistency informally, recognizing that the terms of the Contract Documents shall take precedence in the order in which they are listed above. The terms of this Purchase Agreement shall take priority and control in the case of any conflicts with any of the exhibits attached hereto.
SECTION III: TERM OF PURCHASE AGREEMENT
The terms of the Purchase Agreement will be from the effective date for 60 months/ 5 year, terminating on April 1, 2030.
Unless terminated consistent with the Contract Documents, the Parties have the option to renew for 5 additional 1-year terms effective on the day and month anniversary of the Effective Date with an amendment to this Purchase Agreement based on the mutual agreement of the Parties. If either Party does not intend to renew this Purchase Agreement, they shall provide notice of non-renewal at least sixty days prior to the end of the then-current term.
Vendor shall begin work as specified in a written authorization (e.g. Notice to Proceed) to perform services. The written authorization to perform work shall not be issued until after this Purchase Agreement has been approved and authorized by the City.
SECTION IV: PAYMENT
The City agrees to pay Vendor the rates specified in the Fee Schedule attached hereto and, in the manner, and at the times set forth in the Contract Documents. Vendor shall not undertake any work beyond the scope of work set forth therein unless such additional work is approved in advance and in writing by City in the form of a change order.
SECTION V: AMENDMENTS TO CITY’S STANDARD TERMS AND CONDITIONS The City of Santa Cruz Standard Terms and Conditions of Purchase (“City’s Standard Terms”), which is attached hereto as Exhibit A, as amended below, apply to this Purchase Agreement:
1. Section 2 of the City’s Standard Terms is deleted and replaced with Section 5.11.
Delivery, Inspection, and Acceptance of Goods in the IFB.
2. Section 5 of the City’s Standard Terms is deleted and replaced with Section 5.16.
Warranty in the IFB.
3. Section 8 of the City’s Standard Terms is deleted and replaced with the following:
“8. Insurance: Prior to the beginning of and throughout the duration of this Purchase Agreement, Vendor will maintain insurance in conformance with the requirements set forth herein. Vendor will insure the City against claims for injuries to persons or damages to property which may arise from or in connection with the goods, or the work performed hereunder and the results of that work by Vendor, Vendor’s agents, representatives, employees or subcontractors.
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a. Standard Certificate Requirements
The City will be issued a Certificate of Insurance (a Memorandum of Understanding will not be accepted) with the following minimum requirements:
• Certificate(s) will show current policy number(s) and effective dates, • Coverage and policy limits will meet, or exceed, requirements below, • The Certificate Holder will be City of Santa Cruz, Risk Management, 1200 Pacific Ave., Suite 290, Santa Cruz, CA 95060,
• Certificate will be signed by an authorized representative, • An endorsement, if required below, will be provided to show the City, its officers, officials, employees, and volunteers as additional insureds, and • Coverages must be maintained during the term of the Purchase Agreement with the City, unless a longer duration is required as specified below. b. Minimum Scope and Limits of Insurance:
The Vendor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. The City will be entitled to coverage for the highest limits maintained by the Vendor. Coverage will be at least as broad as:
• Commercial General Liability (CGL): $2,000,000 per occurrence $2,000,000 aggregate
Proof of coverage for up to $2 Million per occurrence/aggregate including products and completed operations, property damage, bodily injury, personal injury and advertising injury will be provided on Insurance Services Office (ISO) Form CG 00 01 covering CGL.
• Automobile Liability: $1,000,000
Proof of coverage for $1 Million will be provided on ISO Form Number CA 00 01 covering any auto (Code 1), or if Vendor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), per accident for bodily injury and property damage.
• Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance: $1,000,000 per accident for bodily injury or disease. Must include a waiver of subrogation in favor of the City for all work performed by the Vendor and its employees in favor of the City for all work performed by the Vendor and their employees.
c. Other Insurance Provisions
The insurance policies are to comply with the following provisions:
• Additional Insured Status
The City, its officers, officials, and employees are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations, products and completed operations. General liability coverage will be provided in the form Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
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of an endorsement to the Vendor’s insurance at least as broad as ISO Form CG 20 10 11 85, or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 (if a later edition is used). • Primary Coverage
For any claims related to this Purchase Agreement, the Vendor’s and all subcontractor’s insurance coverage will be primary and non-contributory as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers will be excess of the Vendor’s and all subcontractor’s insurance and will not contribute with it. • Notice of Cancellation
Each insurance policy required above shall state that the coverage shall not be canceled, except with notice to the City.
• Waiver of Subrogation
Vendor hereby grants to the City a waiver of any right to subrogation, except as otherwise not applicable, which any insurer of said Vendor may acquire against the City by virtue of the payment of any loss, including attorneys’ fees, under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
• Self-Insured Retentions/Acceptability of Insurers
Self-insured retentions must be declared to and approved by the City. City may require Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City. Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. • Verification of Coverage
Vendor will furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning will not waive the Vendor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
• Subcontractors
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Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City, its officers, officials, employees, and volunteers are additional insureds on insurance required from subcontractors.
4. Section 15 of the City’s Standard Terms is deleted and replaced with the following:
“15. Termination of Contract:
The City may terminate this Purchase Agreement for any reason by providing written notice to the Vendor not less than 30 calendar days prior to an effective termination date.
The Vendor may terminate the Purchase Agreement for cause if the City fails to cure a material breach in performance (e.g. failure to pay) within 30 days from Vendor’s written notice of termination to the City which is not less than 90 calendar days prior to an effective termination date.
Upon notice of termination, the Vendor will immediately take action not to incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. The City’s only obligation to the Vendor will be just and equitable payment for materials and/or services authorized by, and received to the satisfaction of, the City up to and including the effective date of termination. In the event of Vendor’s failure to perform pursuant to the Contract Documents, the City reserves the right to obtain services elsewhere and Vendor will be liable for the difference between the prices set forth in the terminated Purchase Agreement and the actual cost to the City. In no event will the City be liable for any loss of profits on the resulting order or portion thereof so terminated.
After the effective date of termination, Vendor will have no further claims against the City under the Contract Documents. Termination of the Purchase Agreement pursuant to this paragraph may not relieve the Vendor of any liability to City for damages sustained by City because of any breach of contract by Vendor, and City may withhold any payments to Vendor for the purpose of set-off until such time as the exact amount of damages due City from Vendor is determined. The rights and remedies provided in this section will not be exclusive and are in addition to any other rights and remedies provided by law or under the Contract Documents.”
5. Section 17 of the City’s Standard Terms is deleted and replaced with the following:
“17. Force Majeure: Neither party hereto shall be considered in default in the performance of its obligation hereunder to the extent that the performance of any such obligation is prevented or delayed by an act of God, natural disaster, pandemic, acts of terrorism, war, a strike, lockout or other labor difficulty, or other peril, which is beyond the reasonable control of the affected party and without the negligence of the respective Parties. Each party hereto shall give notice promptly to the other of the nature and extent of any Force Majeure claimed to delay, hinder or prevent performance of the services under this Purchase Agreement. Each Party will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this Purchase Agreement. In the event Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
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either party is prevented or delayed in the performance of its respective obligation by reason of such Force Majeure, the only remedy is that there may be an equitable adjustment of the schedule based on City’s sole discretion.”
6. Section 19. Attorneys’ Fees of the City’s Standard Terms is deleted in its entirety.
SECTION VI: MISCELLANEOUS PROVISIONS
1. Compliance with Laws. All activities of Vendor, its employees, subcontractors and/or agents will be carried out in compliance with all applicable federal, state, and local laws and regulations.
2. Site Conditions and Safety. During the course of performing the scope of work under this Purchase Agreement, the security and safety of the work area/site, materials, and equipment will be Vendor’s sole responsibility. Vendor shall not unreasonably interfere with the use of the public right-of-way to the extent the public right-of-way is usable and accessible in part or in whole during the course of performing the work under this Purchase Agreement. Vendor shall provide all equipment, devices, signage, and personnel needed to ensure public safety at the work area/site and comply with applicable traffic safety requirements including the California Manual on Uniform Traffic Control Devices (MUTCD) standards. Vendor is responsible for supplying and using all safety equipment necessary to close or delineate traffic lanes to vehicle or pedestrian traffic. Lane closures, including parking lanes, will require notification to the City’s Traffic Management Division of the Transportation Department and posting of notices not less than 48 hours prior to closure. All waste, rubbish, other debris, and any excess excavated material shall be removed from the work site at the completion of the work, as applicable, in a manner that conforms to all applicable state, federal, and local laws and regulations. Vendor shall leave the City property and public right-of-way in a clean and orderly condition.
3. Dispute Resolution. The Parties agree to attempt in good faith to resolve through negotiation any dispute, claim or controversy arising out of or relating to this Purchase Agreement. Either party may initiate negotiations by providing written notice in letter form to the other party, setting forth the subject of the dispute and the relief requested. Promptly upon such notification, the Parties shall meet at a mutually agreeable time and place in order to exchange relevant information and perspective, and to attempt to resolve the dispute. In the event that no resolution is achieved, and if, but only if, the parties mutually agree, then prior to pursuing formal legal action, the parties shall make a good faith effort to resolve the dispute by non-binding mediation or negotiations between representatives with decision-making power, who, to the extent possible, shall not have had substantive involvement in the matters of the dispute. The Parties agree to attempt to resolve the dispute by complying with the claims process as set forth in Public Contract Code sections 9204(e), 20104-20104.6, but without waiving the requirements of the California Tort Claims Act, Gov’t Code section 800 et seq. unless otherwise agreed to by the Parties.
4. Vendor's Records. Vendor shall maintain accurate accounting records and other written documentation pertaining to the costs incurred relating to this Purchase Agreement for examination and audit by the City, State, or federal government, as applicable, in compliance with Gov. Code §8546.7 for a contract in excess of $10,000, or in compliance with other applicable Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
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federal laws (e.g. 48 CFR 31) or regulations for a period of three (3) years from: the date of the final City payment for Vendor’s goods/ or services, or from the date of final disposition of real property or equipment acquired with federal funds, or date of the termination of this Purchase Agreement, whichever is later. If Vendor engages a subcontractor to perform work related to this Purchase Agreement with a cost of $10,000 or more over a 12-month period, such subcontract shall contain these same requirements. This provision shall survive the termination of this Purchase Agreement.
5. Conflicts of Interest. Vendor acknowledges and agrees to comply with applicable provisions of conflict of interest laws and regulations, including the CA Political Reform Act (Gov’t. Code §§1090, 87100), Levine Act (Gov’t. Code §84308), and the City’s conflict of interest code, and make any necessary disclosures.
6. California Public Records Act. City is a public agency subject to the disclosure requirements of the California Public Records Act (“CPRA”). If Vendor’s proprietary information is contained in documents or information submitted to City, and Vendor claims that such information falls within one or more CPRA exemptions, Vendor must clearly mark such information “Confidential and Proprietary,” and identify the specific lines containing the information. In the event of a request for such information, City will make best efforts to provide notice to Vendor prior to such disclosure. If Vendor contends that any documents are exempt from the CPRA and wishes to prevent disclosure, it is required to obtain a protective order, injunctive relief, or other appropriate remedy from a court of law in Santa Cruz County before the City is required to respond to the CPRA request. If Vendor fails to obtain such remedy within the time the City is required to respond to the CPRA request, City may disclose the requested information without any liability. Vendor further agrees that it shall defend, indemnify and hold City harmless against any claim, action or litigation (including but not limited to all judgments, costs, and attorney’s fees) that may result from denial by City of a CPRA request for information arising from any representation, or any action (or inaction), by the Vendor.
7. Intellectual Property and Indemnity. Vendor represents to City that, to the best of Vendor’s knowledge, any Intellectual Property (including but not limited to: patent, patent application, trade secret, copyright and any applications or right to apply for registration, computer software programs or applications, tangible or intangible proprietary information, or any other intellectual property right) in connection with any services and/or products related to this Purchase Agreement does not violate or infringe upon any Intellectual Property rights of any other person or entity.
To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless City, its officials, officers, employees, and agents, from any and all claims, demands, actions, liabilities, damages, or expenses (including reasonable attorneys’ fees and costs) arising out of a claim of infringement, actual or alleged, direct or contributory, of any Intellectual Property rights in any way related to Vendor’s performance under this Purchase Agreement or to the City’s authorized intended or actual use of Vendor’s product or service under this Purchase Agreement.
This provision shall survive termination or expiration of this Purchase Agreement.
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If any product or service becomes, or in the Vendor’s opinion is likely to become, the subject of a claim of infringement, the Vendor shall, at its sole expense: (i) provide the City the right to continue using the product or service; or (ii) replace or modify the product or service so that it becomes non-infringing; or (iii) if none of the foregoing alternatives are possible even after Vendor’s commercially reasonable efforts, in addition to other available legal remedies, City will have the right to return the product or service and receive a full or partial refund of an amount equal to the value of the returned product or service, less the unpaid portion of the purchase price and any other amounts, which may be due to the Vendor. City shall have the right to retrieve its data and proprietary information at no charge prior to any return of the product or termination of service.
8. Notices. If either Party shall desire or is required to give notice to the other such notice shall be given in writing, via email, and concurrently delivered by: (a) personal delivery, in which case notice is effective upon delivery; (b) overnight courier (i.e., Federal Express) with charges prepaid or charged to the sender’s account, in which case notice is effective when delivered; (c) priority U.S. Mail, in which case notice shall be deemed delivered on the second business day after the deposit thereof with the U.S. Postal Service. Notices shall be addressed to recipient as follows:
City of Santa Cruz
Lilian Lane
1200 Pacific Ave., STE 290
Santa Cruz, CA 95060
[email protected]
(831)420-5082
Green Dream International
Pierre Giroux
32 W. 8th Street, STE. 607
Erie, PA 16501
[email protected]
(496) 706-9097
Changes to the above information shall be given to the other party in writing ten (10) business days before the change is effective.
9. Complete Agreement. This Purchase Agreement, and its incorporated documents comprising the Contract Documents, contain the entire agreement between the Parties with respect to the matters addressed herein and shall supersede all prior or other agreements, oral and written declarations of intent and other legal arrangements (whether binding or non-binding) made by the Parties.
10. Severability. The unenforceability, invalidity or illegality of any provision(s) of this Purchase Agreement shall not render the other provisions unenforceable, invalid or illegal.
11. Waiver. Waiver by any party of any portion of this Purchase Agreement shall not constitute a waiver of the same or any other portion hereof.
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15.53 PURCHASE AGREEMENT Page 9
12. Governing Law. This Purchase Agreement shall be governed by and interpreted in accordance with California law.
13. Contract Interpretation. Each party acknowledges that it has reviewed this Purchase Agreement and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Purchase Agreement.
14. Counterparts. The Parties may execute this Purchase Agreement in two or more counterparts, which shall, in the aggregate, be deemed an original but all of which, together, shall constitute one and the same instrument. A scanned, electronic, facsimile or other copy of a party’s signature shall be accepted and valid as an original.
15. Warranty of Authority. The signatories to this Purchase Agreement warrant and represent that each is authorized to execute this Purchase Agreement and that their respective signatures serve to legally obligate their respective representatives, agents, successors and assigns to comply with the provisions of this Purchase Agreement.
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15.54 PURCHASE AGREEMENT Page 10
IN WITNESS WHEREOF, this Purchase Agreement is executed by the day and year first hereinabove written.
Approved As To Form:
By: _____________________________ Date: __________________ Office of the City Attorney
CITY OF SANTA CRUZ
By: _____________________________ Date: __________________ ____________________, ____________
VENDOR
By: _____________________________ Date: __________________ Printed: ___________________________ Title: __________________ By: _____________________________ Date: __________________ Printed: ___________________________ Title: __________________ Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA 3/5/2025
Mr. Varand Vartanian president
3/5/2025
15.55 Scope of Work and Fee Schedule Exhibit A
EXHIBIT A
SCOPE OF WORK AND FEE SCHEDULE
I. SCOPE OF WORK
5.1. Project Objectives
The City of Santa Cruz is soliciting a contractor(s) to supply aggregate materials and road maintenance materials for various projects throughout the city. On some occasions, the City Departments may need to pick-up the material on an as-needed basis from the contractor.
Bidders shall ensure all pricing included on the Required Bid Form for materials is entered into the correct table for "Picked Up" materials and "Delivered materials". The bid price must include cost per ton, unless specified otherwise. Bidder pricing should not include sales tax which will be included per contract order. Delivered items must also include any fuel charges and be inclusive of any additional fees or charges related to the delivery of the product. Bidders shall include the short load charge on the Bid Form when applicable, the short load charge will not be included in the basis of award. A short load amount is defined as less than the unit of measure listed on the bid form. For example, if there is a charge for a delivery of less than a ton on a line item that is 1 ton for the unit of measure, then you need to include the charge for this on the Short Load Charge Line on Table 1 of the bid form.
The City expects to award multiple contracts for required products (Tables 1-4) and expects to award by line item for required tables. Tables (5-8) is for supplemental goods and is not included in the basis of award.
The Bid Form is divided by product category as follows:
Table 1 - Required Aggregate Materials-Picked Up
Table 2 - Required Aggregate Materials-Delivered
Table 3 - Required Asphalt Products-Picked Up
Table 4 - Required Asphalt Products-Delivered
Table 5 - Supplemental Aggregate-Picked Up
Table 6 - Supplemental Aggregate-Delivered
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15.56 Scope of Work and Fee Schedule Exhibit A
Table 7 - Supplemental Bitumen and Emulsion-Picked Up
Table 8 - Supplemental Bitumen and Emulsion-Delivered
Delivered Road Maintenance Materials may be delivered to any location within Santa Cruz County that the City of Santa Cruz services.
Delivered aggregates are most frequently delivered to the following location(s):
Location 1: DeLaveaga Golf Course
401 Upper Park Road
Santa Cruz, CA 95065
Location 2: City of Santa Cruz Corporation Yard
1125 River Street
Santa Cruz, CA 95060
5.2. Minimum Qualifications
• Consideration: Bids will be considered only from individuals and entities that normally engaged in providing and performing Services specified herein. Bidders shall be required to show that they have had experience in providing Services the same or similar nature and that the Bidder has been in formal existence and engaged in similar type Services for not less than five (5) years.
• General: Bidder must have adequate organization, facilities, equipment and personnel to ensure prompt and efficient service to the City of Santa Cruz and shall have all necessary licenses and permits required by law to provide the Services to the City. Bidder must have current Department of Industrial Relations (DIR) registration if delivering aggregates to City locations.
• Bidder's Information: The City reserves the right before recommending any award to inspect the facilities and organization or to take any other action necessary to determine ability to perform in accordance with specifications, terms and conditions. Bidders are Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.57 Scope of Work and Fee Schedule Exhibit A
required to complete and answer all the Bidder Questionnaire questions located in the Bid Submittals section.
5.3. Service Area
Service area shall include areas within the City of Santa Cruz limits and any outlying areas serviced by the City Departments. Service must be available seven (7) days a week, if required. Each City Department may have different hours of operations, contractor will follow up with department contact for specifics.
5.5. Contractor Responsibilities
1. Standards of Conduct. The Contractor is responsible for maintaining standards of employee competence, conduct, courtesy, appearance, honesty, and integrity satisfactory to the City.
2. Supervision. The Contractor shall always provide adequate and competent supervision during the Contract term. The Contractor shall be readily available to meet with the City.
Contractor shall provide the telephone numbers where its representative(s) can be reached.
3. City Premises. Contractor’s employees and agents shall comply with all City rules and regulations while on City premises.
4. Removal of Employee. City may request the Contractor immediately remove from assignment to the City any employee found unfit to perform duties at the City. The Contractor shall comply with all such requests.
5. Communication. Contractor shall ensure that onsite employees can communicate in English both verbally and in writing.
5.6. Public Relations, Safety, and Cooperation
All deliveries shall be conducted in a manner as to cause the least possible interference or annoyance to others. The Contractor shall endeavor to maintain good public relations at all times.
The Contractor is required to identify the name of their company, confirm that they are a contracted vendor with the City of Santa Cruz, and identify the Foreman on duty if asked by a member of the public. Any follow up communication or inquiries from the public are to be directed and handled by the City Contact.
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15.58 Scope of Work and Fee Schedule Exhibit A
Contractor shall ensure that all fire hydrants, meter vaults, water and gas shut off valves and similar facilities are accessible during the course of work. Contractor shall maintain clear passage and least amount of inconvenience to public and private traffic ways, businesses, and residences.
Contractor shall strive to keep noise levels to a minimum at all times. Additionally, the Contractor shall abide by the City’s Noise Ordinance (Santa Cruz Municipal Code Section 9.36). The City’s noise ordinance prohibits performing loud work after 10:00 p.m. and before 8:00 am. The City's Public Works Director may grant exceptions on a case-by-case basis and allow work to begin as no earlier than 7:00 a.m. for projects that have the potential to disrupt traffic, and whereby, that disruption could be alleviated by authorizing work to commence at 7:0 am.
The Contractor shall maintain all work sites in a safe, neat, clean, and orderly condition. All work sites are to be kept free from trash, debris, surplus material or other objectionable matter of any kind, subject to the satisfaction of the City Contact.
5.7. Specifications
The City is requesting bids for Aggregate Materials and Road Maintenance Materials.
Task 1- The scope of work includes sourcing and delivery of aggregate materials and road maintenance materials. Price is all inclusive, including delivery (where specified) and tax.
Task 2 - All materials, unless mutually agreed otherwise, shall conform to Standard Specifications for Public Works Construction (Greenbook, 2024)
Aggregate Materials must meet the following detailed specifications:
3/4" Class 2 Base-Virgin
3/4" Class 2 Base-Recycled
Subbase (3/4" Class 4 Base)
1-1/2" Class 2 Base
Concrete Mix
1-1/2" x 3/4" Unwashed Drain Rock
1-1/2' x 3/4" Washed Drain Rock
3/4" x 1/2" Washed Drain Rock
1/2"x3/8" Washed Drain Rock
1/4"x #10 Crushed3/8"x #4 Crushed
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15.59 Scope of Work and Fee Schedule Exhibit A
Gabion Rock (3"x5' or 5"x10")
Permeable CL 1 Type A
Other Permeable Materials (1B,2,3)
Washed Sand
Fill Sand
Marina Fill Sand
Cyclone Sand (Very Fine)
Engineered Fill (6" Minus)
Recycled Sand
Select Decomposed Granite (Fill)
Coarse Bank Run
Track Fines
Granite Fines
Top Dressing Sand
Bunker Sand
1-1/2"x3/4" Gold Aggregate
1/4"x #10 Gold Aggregate
3/8"x #4 Gold Aggregate
1/2"x 3/8" Gold Aggregate
3/4"x 1/2" Gold Aggregate
Gold Path Base
Gold Path Fines
Gold Track Fines
Gold Wall Rock (6" - 18")
Gold Accent Boulders
Slope/Shore Protection (Riprap)
Granite patch, 50 pound
Fast Set Concrete
Sack Sand Slurry
1/2" 6.48 Sack Mix
1/2" Pump Mix
3/8" 6 Sack Mix
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15.60 Scope of Work and Fee Schedule Exhibit A
3/4" 5.5 Sack Mix
3/4" 6 Sack Mix
Road Maintenance Materials must meet the following detailed specifications:
1/2" Asphalt (medium or coarse)
1/2" Asphalt (fine)
3/8" Asphalt (fine or medium)
3/4"Asphalt (fine, medium or coarse)
SC250 (Cold Mix)
Berm Mix
Sand Mix
RS1 Oil (100 gallons or more)
RS1 Oil (50-99 gallons)
RS1 Oil (49 gallons or less)
SS1 Oil (50 gallons or more)
SS1 Oil (49 gallons or less)
5.8. Responsibilities of City
To provide a designated City contact during the course of the project. Access to the facilities as needed for delivering to location(s) below:
Location 1: DeLaveaga Golf Course
401 Upper Park Road
Santa Cruz, CA 95065
Location 2: City of Santa Cruz Corporation Yard
1125 River Street
Santa Cruz, CA 95060
5.9. Brand Requirements
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15.61 Scope of Work and Fee Schedule Exhibit A
Any manufacturers' names, trade names, brand names, or catalog numbers used in the specification are there for the purpose of establishing and describing general performance and quality levels.
5.10. Order Process
No “minimum orders” are permitted. Proposals indicating a minimum order requirement will be rejected.
5.11. Delivery, Inspection, and Acceptance of Goods
Goods are to be delivered to the location specified. All deliveries are F.O.B. destination.
Proposer acknowledges that time is of the essence in the performance of this contract. If the goods are not delivered within the time period stated on the Vendor’s proposal, or by a different date mutually agreed to in writing, the City reserves the right to cancel the order. If the City cancels the order because of late delivery, the Vendor will not be allowed to charge the City for any costs associated with the order and may be charged any increase in cost the City must pay for the replacement order.
Charges not included in the contract resulting from this solicitation will not be paid. However, the City may consider requests to pay fuel surcharges when the price of crude oil is inflated; but when the price of crude oil decreases, fuel surcharges not set forth in the contract resulting from this solicitation will no longer be paid.
Within 14 calendar days, unless the contract stipulates a different time period, the City will inspect the goods received to verify compliance with specifications. If deficiencies are detected, the goods will be rejected and the Vendor will be required to make the necessary adjustments or replacements at the Vendor’s expense. Acceptance of the goods will be made when the City determines the goods received are in compliance with specifications and are free from defects.
1. Delivery Restrictions at the Santa Cruz Wharf
Delivery vehicles will not exceed the wharf’s weight restriction of 8 tons.
2. Delivery Acceptance Hours
The Vendor will maintain process for ensuring that deliveries occur during hours open.
Deliveries will not be left at a facility unless accepted by City staff.
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15.62 Scope of Work and Fee Schedule Exhibit A
5.12. Safety Data Sheets (SDS)
The Vendor will furnish SDS forms for every product delivered that requires one. You may upload SDS sheets in section 6.4.12. located in the Bid Submittal section of this IFB.
5.10. Order Process
The Vendor will be responsible for any damage to City property during the performance of this contract. In the event that there is damage to City property, the Vendor will immediately report the incident to the City in writing. Any such damage will be repaired or replaced with same by the Vendor at his/her expense and to the satisfaction of the City.
5.14. Adequate Stock
The Vendor will maintain adequate stock of aggregate materials to accommodate City’s needs throughout the length of the contract. Failure to maintain adequate stock may be deemed a breach of contract and may result in termination of the contract.
5.15. Alternative Sources
Vendor will place all orders for item(s) covered in this contract. In the event the Vendor is unable to supply the item(s) when needed, the City reserves the right to order the item(s) from any source offering the lowest price and the required amount. Any such items will be ordered from the Vendor the next time they are required. The City may bill Vendor the difference if the City must pay a higher price for out-of-stock contract item(s).
5.16. Warranty
Vendor warrants that the item(s) provided and/or work performed under this contract comply with all Project specifications, are free of liens and encumbrances, and that workmanship and materials are free from defects during the warranty period. Work shall comply with nationally recognized codes and established industry standards. Equipment shall carry the manufacturers’ most favorable commercial warranties. The warranty period shall begin after City’s acceptance of item(s) and/or Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.63 Scope of Work and Fee Schedule Exhibit A
work and shall extend thereafter for a period of 10 years, or as otherwise specified by the manufacturer’s standard warranty, whichever is later.
Vendor agrees to remedy by replacing or repairing any item(s) that is damaged or defective during normal usage within the warranty period, at no additional cost to the City. Such repair or replacement will occur within a reasonable time frame, to the satisfaction of the City. Exceptions to any of these warranty provisions will be indicated by Vendor in their proposal.
5.17. Return Policy
Vendor will issue full credit for return of unused aggregate materials. The City prefers returns to be at no additional charge; this includes but is not limited to, restocking or handling charges.
Exceptions to this provision will be indicated by Vendor in their bid response.
5.18. Vendor’s Employee Conduct
Vendor will agree to remove any employee whose conduct is improper, inappropriate, or offensive as determined by the City. A removed employee(s) is not to work on City premises without the written consent of the City. The Vendor will remove any employee from working in, or delivering to, City facilities who is convicted of a felony during his/her employment.
5.19. Emergency Response
Vendor will provide the name and contact information of a representative who will be available 24 hours a day, 7 days a week, in the event of an emergency. During the emergency, Vendor will provide the City of Santa Cruz with all available supplies, materials, equipment and/or services on a priority basis.
Time is of the essence for delivery. Delivery location(s) and estimated arrival will be mutuality agreed upon, by the City and Vendor, at time of order and will be determined based on need and existing conditions. It is understood that current conditions, such as power outages, road closures, and damages to the Vendor’s facility and/or equipment, will be taken into consideration. The City expects emergency deliveries to occur within 4 hours of order placement and may be required during evenings, weekends, and holidays.
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5.20. Exclusions
Excluded from this specification are all items purchased separately on other City contracts. The City also reserves the right to bid separately any item or items where it is determined by the Purchasing Manager that:
The commodity is not appropriately classified under this specified contract.
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15.65 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
EXHIBIT B
EXHIBIT B
CITY OF SANTA CRUZ STANDARD TERMS AND CONDITIONS OF PURCHASE
1. Contract: The following terms and conditions shall govern all purchases by the City unless other terms are specifically designated by the City to apply or the City and Vendor have entered into another written agreement. Any terms or conditions (including price and delivery dates) proposed by the Vendor which are inconsistent with or in addition to these terms and conditions shall be void and of no effect unless and to the extent expressly accepted by the City in writing.
2. Delivery, Inspection, and Acceptance of Goods/Services: Goods/services are to be delivered to the location specified. All deliveries are F.O.B. destination.
Vendor acknowledges that time is of the essence in the performance of this contract. If the goods and/or services are not delivered within the time period stated on the Vendor’s proposal, or by a different date mutually agreed to in writing, the City reserves the right to cancel the order. If the City cancels the order because of late delivery, the Vendor will not be allowed to charge the City for any costs associated with the order and may be charged any increase in cost the City must pay for the replacement order. Charges not included in the contract will not be paid.
Within 14 calendar days, unless the contract stipulates a different time period, the City will inspect the goods received to verify compliance with specifications. If deficiencies are detected, the goods will be rejected and the Vendor will be required to make the necessary adjustments or replacements at the Vendor’s expense. Acceptance of the goods will be made when the City determines the goods received are in compliance with specifications and are free from defects.
3. Payment: All invoices shall contain correct bid or contract pricing, the applicable purchase order number, and the name of the City employee making the purchase. Invoices shall be sent to the dept. making the purchase. Vendor shall submit invoices to the City within 60 days of delivery of goods or provision of service. Invoices with incorrect pricing will be returned to the Vendor for correction. The City will pay approximately 30 days after acceptance of goods or services and receipt of a correct and undisputed invoice, whichever occurs last.
The City will take early payment discounts when the net payment period is over 15 days. The payment period will extend to the date that the invoices are paid. Should the Vendor become delinquent with any fees, assessments, or charges due to the City, the City will reduce any amount owed to the Vendor by the delinquent amount owed to the City. The City reserves the right to audit Vendor’s records when necessary.
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15.66 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
4. Sales Tax: Sales tax must be stated separately on each invoice. If the current local sales tax is not charged, the City will remit all sales tax due directly to the California State Board of Equalization.
5. Warranty: Vendor warrants that the item(s) provided and/or work performed under this contract comply with all specifications, are free of liens and encumbrances, and that workmanship and materials are free from defects. Work shall comply with nationally recognized codes and established industry standards. Equipment shall carry the manufacturers’ most favorable commercial warranties. The warranty period shall begin after acceptance of item(s) and/or work and shall extend thereafter for a period of ninety days, or as otherwise specified by the manufacturer’s standard warranty, whichever is later. Vendor agrees to remedy by replacing or repairing any item(s) that is damaged or defective during normal usage within the warranty period, at no additional cost to the City. Such repair or replacement shall occur within a reasonable time frame, to the satisfaction of the City.
6. Indemnity:
For General Services: To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless the City, its officials, officers, employees, and volunteers from and against any and all claims, demands, actions, liabilities, damages, judgments, or expenses, (including attorneys’ fees and costs) arising from the acts or omissions of Vendor, Vendor’s employees or agents, or in any way related to the obligations or the performance of services under this contract, except for design professional services as defined in Civil Code §2782.8, and except where caused by the sole or active negligence, or willful misconduct of City.
For Design Professional Services under Civil Code §2782.8: To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless City, its officials, officers, employees, and volunteers from and against any and all claims, demands, actions, liabilities, damages, or expenses, (including attorneys’ fees and costs) arising from the negligence, recklessness, or willful misconduct of the Vendor, Vendor’s employees or agents, in any way related to the obligations or the performance of design professional services under this contract as defined in Civil Code §2728.2, except where caused by the sole or active negligence, or willful misconduct of City. The costs to defend charged to the Vendor relating to the design professional services shall not exceed the Vendor’s proportionate percentage of fault per Civil Code §2782.8.
7. Compliance Requirements: Vendor shall be responsible for complying with all applicable Federal, State, and local laws and regulations including, but not limited to, City policies, ordinances, and Best Management Practices. Requirements vary based on the nature of the product to be provided and/or work to be performed; these shall include, but are not limited to, complying with the items listed below and following City Council policies regarding Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.67 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
asbestos in products, polystyrene foam, recycled paper, and fair trade coffee. These policies are available on the City’s website here.
a. Licensing: Vendor warrants that it has complied with any and all federal, state, and local licensing requirements and agrees to provide proof of a current City of Santa Cruz Business Tax Certificate if:
I Vendor is located in the City of Santa Cruz;
ii. Will perform physical work in the City of Santa Cruz for 6 or more days annually; or iii. Will use company vehicles to deliver within the City of Santa Cruz for 6 or more days annually.
For additional information and licensing requirements, view the City’s Business Licenses and Permits webpage or call the Revenue and Taxation division at 831/420- 5070.
i. Prevailing Wage: In performing “public work” pursuant to and subject to Labor Code §1720 et seq. under this contract, Vendor (and any subcontractor performing the work or services) shall conform to any and all prevailing wage requirements applicable to such work/and or services. All workers employed in the execution of a public works contract (as defined in Labor Code §1720 et seq. and §1782(d)(1)) must be paid not less than the specified prevailing wage rates for the type of work performed. (See Labor Code §§1720, 1774 and 1782.) Pursuant to Labor Code §1773.2, the current prevailing rate of per diem wages at the time of the contract as determined by the Director of the Department of Industrial Relations (DIR) may be on file at the dept. office awarding the public work. Vendor shall post a copy of these rates at the work site, if any.
The “public work” project is subject to the compliance monitoring and enforcement by the DIR. The Vendor and subcontractor, if any, must be registered with the DIR to submit a bid or engage in the performance of any contract for public work pursuant to Labor Code §§1725.5 and 1771.1. The Vendor is responsible for posting job site notices as prescribed by regulation pursuant to Labor Code §1771.4(a)(2). The Vendor and each subcontractor, if any, must submit certified payrolls to the Labor Commissioner pursuant to Labor Code §1771.4.
Any failure of Vendor and/or its subcontractors to comply with the above requirements shall constitute a breach of this contract that excuses the City’s performance of this contract at the City’s sole and absolute option, and shall be at the sole risk of Vendor.
Vendor on behalf of itself, and any subcontractor, agrees to indemnify, defend and hold harmless the City and its officials, officers, employees, and agents from and against any and all claims, liabilities, losses, costs, expenses, attorneys’ fees, damages, expenses, fines, financial consequences, interest, and penalties, of any kind or nature, arising from or relating to any failure (or alleged failure) of the Vendor and any subcontractor to pay prevailing wages or to otherwise comply with the requirements of prevailing wage law.
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15.68 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
j. Living Wage: Every contract for services to the City for $10,000 or more, is subject to City of Santa Cruz Living Wage Ordinance number 2000-25. The requirements of the Living Wage ordinance are provided in Santa Cruz Municipal Code Chapter 5.10. k. Vendors’ Duties Concerning Labor Code Compliance. As required by Labor Code §1775(b)(1), Vendor shall include in any contract between Vendor and subcontractors for the performance of work on a public works project, a copy of Labor Code §§1771, 1775, 1776, 1777.5, 1813 and 1815.
l. Apprentices. The Vendor is responsible for compliance with Labor Code §1777.5 for all apprentices whether employed directly or through subcontractors on a public works project.
m. Payroll Records. Pursuant to Labor Code §1776, for public works projects, the Vendor and any subcontractor shall keep, make available, and submit to the City within ten (10) days of receipt of a written request, certified payroll records. Pursuant to Labor Code § 1776(h), if the Vendor or any subcontractor fails to comply with the ten-day period, he or she shall, as a penalty to the City, forfeit the prescribed amount for each calendar day, or portion thereof, for each worker, until strict compliance is effectuated. The Vendor shall include provisions in its subcontracts as required to make this paragraph effective as to each subcontractor. Upon written request, the Vendor shall withhold penalties forfeited by a subcontractor pursuant to Labor Code §1776(h) and this paragraph from payment due to such subcontractor and remit such penalties withheld to the City.
n. Hours of Labor. Pursuant to Labor Code § 1810, 8 hours of labor shall constitute a legal day’s work. Pursuant to Labor Code § 1813, the Vendor and each subcontractor, if any, shall, as a penalty to the City, forfeit the prescribed amount per calendar day for each worker required or permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar week without being compensated in accordance with § 1815. Vendor shall include terms in its subcontracts as required to make this paragraph effective as to each subcontractor. Upon written request, Vendor shall withhold penalties forfeited by a subcontractor pursuant to Labor Code §1813 and this paragraph from payments due to such subcontractor and remit such penalties withheld to the City.
o. Storm Water Requirements: The Vendor, and all subcontractors, are required to abide by the applicable City of
Santa Cruz Storm Water Best Management Practices (BMPs) for the duration of the work. The City’s mandatory Storm Water BMPs, which are listed according to the type of work, operations, or business, are located on the City website here.
8. Insurance: Prior to the beginning of and throughout the duration of this contract, Vendor will maintain insurance in conformance with the requirements set forth herein. Vendor will Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.69 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
insure the City against claims for injuries to persons or damages to property which may arise from or in connection with the goods, or the work performed hereunder and the results of that work by Vendor, Vendor’s agents, representatives, employees or subcontractors. a. Standard Certificate Requirements
The City will be issued a Certificate of Insurance (a Memorandum of Understanding will not be accepted) with the following minimum requirements:
• Certificate(s) will show current policy number(s) and effective dates, • Coverage and policy limits will meet, or exceed, requirements below, • The Certificate Holder will be City of Santa Cruz, Risk Management, 877 Cedar Street, Suite 100, Santa Cruz, CA 95060,
• Certificate will be signed by an authorized representative, • An endorsement will be provided to show the City, its officers, officials, employees, agents and volunteers as additional insured.
b. Minimum Scope and Limits of Insurance:
The Vendor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. The City will be entitled to coverage for the highest limits maintained by the Vendor. Coverage will be at least as broad as:
• Commercial General Liability (CGL): $2,000,000 per occurrence Proof of coverage for up to $2 Million per occurrence including products and completed operations, property damage, bodily injury, personal injury and advertising injury will be provided on Insurance Services Office (ISO) Form CG 00 01 covering CGL. If a general aggregate limit applies, either the general aggregate limit will apply separately to this project/location or the general aggregate limit will be at least twice the required occurrence limit.
• Automobile Liability: $1,000,000
Proof of coverage for $1 Million will be provided on ISO Form Number CA 00 01 covering any auto (Code 1), or if Vendor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), per accident for bodily injury and property damage. • Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance: $1,000,000 per accident for bodily injury or disease. Must include a waiver of subrogation.
c. Additional Requirement for Professional Services
Professional Liability (Errors and Omissions): $2,000,000 per occurrence or claim, $2,000,000 aggregate
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15.70 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
Vendor will maintain insurance appropriate to Vendor’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after date of completion of the services under this contract. If coverage is canceled or nonrenewed and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date or start of work date, Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
If Vendor maintains broader coverage and/or higher limits than the minimums shown above, the City of Santa Cruz requires and shall be entitled to the broader coverage and/or higher limits maintained by Vendor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Santa Cruz.
d. Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
• Additional Insured Status
The City, its officers, officials, employees, agents and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage will be provided in the form of an endorsement to the Vendor’s insurance at least as broad as ISO Form CG 20 10 11 85, or if not available, through the addition of both CG 20 10 and CG 20 37 (if a later edition is used). • Primary Coverage
For any claims related to this contract, the Vendor’s insurance coverage will be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers will be excess of the Vendor’s insurance and will not contribute with it.
• Notice of Cancellation
Each insurance policy required above shall state that the coverage shall not be canceled, except with notice to the City.
• Waiver of Subrogation
Vendor hereby grants to the City a waiver of any right to subrogation which any insurer of said Vendor may acquire against the City by virtue of the payment of any loss, including attorneys’ fees, under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
The Worker’s Compensation policy will be endorsed with a waiver of subrogation in favor of the City for all work performed by the Vendor and its employees. • Deductibles and Self-Insured Retentions
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15.71 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
Any deductibles or self-insured retentions will be declared to and approved by the City. City may require Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
• Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Entity.
• Verification of Coverage
Vendor will furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause.
All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning will not waive the Vendor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. a. Special Risks/Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances, including but not limited to requiring the following:
• Data Breach Risk - Cyber Liability Insurance of limits no less than $5 Million per occurrence and $10 Million in the aggregate.
• Risk of Loss in Transporting Money - Cash In Transit Policy Insurance covering all risks of physical loss or damage while in transit or at premises for limits no less than $10 Million per occurrence and $20 Million in the aggregate. • Financial Breach Risk - Financial Crime Coverage for limits no less than $5 Million per occurrence and $10 Million in the aggregate. • Risk in Transporting People or Goods in a Vehicle - Common Carrier Liability Insurance of limits no less than $10 Million per occurrence and $20 Million in the aggregate.
• Risk in Storing Vehicles – Garage-keeper’s Liability Insurance of limits no less than $2 Million per occurrence and $4 Million in the aggregate. • Construction Risks - Builder’s Risk (Course of Construction) Insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions, and name the City as loss payee.
• Environmental Hazard - Pollution Legal Liability Insurance with limits no less than $1 Million per occurrence or claim, and $2 Million in the aggregate. b. Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
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15.72 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a Retroactive Date prior to the contract effective date, the Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
c. Subcontractors
Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City, its officers, officials, employees, and volunteers are additional insureds on insurance required from subcontractors.
9. Travel Reimbursement Policy
When it is mutually agreed between the City and the vendor, the vendor’s employees will be reimbursed for travel expenses according to this policy. It is expected that all travel expenses incurred by vendors while conducting activities on behalf of the City will be at reasonable rates and that vendors will exercise prudence in incurring these expenses.
Meals
Meals are reimbursed at the current GSA Meals & Incidental per diem rate by county (www.gsa.gov/travel). The City does not reimburse for actual costs for meals.
Reimbursement is based solely on per diem rates. Do not submit meal receipts. • Travel before 8:00a qualifies for breakfast reimbursement. • Travel between 8:00a – 1:30p qualifies for lunch reimbursement. • Travel between 1:30p – 7:00p (or later) qualifies for dinner reimbursement. • Days between hotel stays and days starting before 8a and ending after 7p, qualify for the full GSA Meals & Incidental per diem rate.
Ground Transportation
Ground transportation is reimbursable when it is for travel between the vendor’s place of business, their employee’s home, an airport, or Santa Cruz hotel to their City work location.
1. Reasonable fees for taxis, shuttles, busses, trains, light rail, ride hailing services (Uber, Lyft), bike shares (Jump), and similar modes of transportation will be reimbursed.
Receipts are required for reimbursement.
2. Personal vehicles include vehicles owned by the vendor or their employees. • Mileage will be reimbursed at the current IRS mileage rate. • Evidence of automobile liability insurance meeting the City’s requirements must be provided.
• Maps showing starting point, City work location, and total miles are required for reimbursement.
3. Car rentals are reimbursable when
• Travel is necessary from an airport to the City work location.
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15.73 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
• The rental reservation is made as far in advance as is practical and the lowest possible price is obtained.
• Insurance coverage is included in the rental agreement and the car is returned with a full tank of gas.
• The smallest vehicle necessary is rented.
• Parking expenses are included in the GSA Meals & Incidental per diem rate. The City will not pay additionally for parking expenses.
• Receipts are required for reimbursement.
Airfare
Airfare is reimbursable when the vendor’s place of business, or their employee’s home, is more than 250 miles away from Santa Cruz.
• Airfare must be lowest available coach class fare. Flights may be non-stop. • Airfare must be booked as far in advance as is practical. • Fees for one piece of checked luggage (and any equipment necessary for the work being done) will be reimbursed.
• Extra charges for seat assignments, refundable tickets, travel insurance/protection, and similar fees are not reimbursable.
• If the City cancels the need for travel and the ticket cannot be changed or refunded, the ticket cost will be reimbursable.
• Receipts are required for reimbursement.
Lodging
Lodging is reimbursable when the vendor must work on site for two or more consecutive days and the vendor’s place of business, or their employee’s home, is more than 60 miles away from Santa Cruz.
• Lodging is reimbursed up to the current GSA rate by county (www.gsa.gov/travel). • Costs for hotel rooms above this rate are the responsibility of the traveler. • Receipts are required for reimbursement.
General
1. Travel expenses not listed above will not be reimbursed.
2. Travel reimbursements are paid after the completion of travel. There are no travel advances.
3. Exceptions to any of the above requirements require advance written permission from the Department Head of the department contracting with the vendor.
4. Tips and gratuities will not be reimbursed.
5. Alcoholic beverage purchases will not be reimbursed.
6. Vendors will exercise prudence in incurring reimbursable expenses.
7. The City of Santa Cruz has the sole discretion to deny any proposed reimbursable expense the City has determined to be excessive, unethical, non-responsible, or an inappropriate use of public funds.
10. Mechanic’s Liens. Vendor shall timely pay all claims for labor and/or materials furnished to Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.74 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
or for Vendor relating to this contract. Vendor shall not create, permit, or suffer any mechanic’s or materialmen’s liens of any kind or nature to be enforced against the City for any such work or activities performed. Vendor shall indemnify, defend and hold harmless the City from and against any and all liens, claims, demands, liabilities, costs and/or expenses of whatever kind or nature in any way connected with or growing out of such work done, labor performed and/or materials furnished. In the event any such liens shall be filed against the City, Vendor shall cause the same to be paid, discharged, released and satisfied within a commercially reasonable time, not to exceed five (5) business days from the date the same were recorded in the office of the applicable County Recorder. City shall have the right to post notices of non-responsibility on all or any part of any affected City property.
11. Governing Law: The contract will be construed and interpreted according to the laws of the State of California.
12. Assignment: The City reserves the right to cancel this contract if the contract is assigned without written consent of the City.
13. Subcontractors: Subcontracting of work without prior approval of the City, may result in contract termination. If at any time, the City determines any subcontractor is incompetent or undesirable, Vendor will be notified and will be expected to immediately cancel the subcontract.
14. Contract Modifications: All changes to this contract will be approved in writing signed by both parties through an amendment to the contract.
15. Termination of Contract: The City or the Vendor may terminate the contract for convenience by providing written notice to the other party not less than 30 calendar days prior to an effective termination date.
The City or Vendor may terminate the contract for material breach of contract by providing written notice to the other party not less than 14 calendar days prior to an effective termination date.
Upon notice of termination, the Vendor will immediately take action not to incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. The City’s only obligation to the Vendor will be just and equitable payment for materials and/or services authorized by, and received to the satisfaction of, the City up to and including the effective date of termination. All finished or unfinished materials, supplies, goods, or documents procured or produced under the contract will become property of the City upon the termination date. The City reserves the right to purchase or obtain the supplies or services elsewhere, and the defaulting vendor will be liable for the difference between the prices set forth in the terminated order and the actual cost to the City. In no event will the City be liable for any loss of profits on the resulting order or portion thereof so terminated.
After the effective date of termination, Vendor will have no further claims against the City Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.75 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
under the contract. Termination of the contract pursuant to this paragraph may not relieve the Vendor of any liability to City for damages sustained by City because of any breach of contract by Vendor, and City may withhold any payments to Vendor for the purpose of set-off until such time as the exact amount of damages due City from Vendor is determined.
The rights and remedies provided in this section will not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.
16. Safety: All service(s) and item(s) provided will comply with applicable safety laws, regulations, and standards. Vendor will provide proof of compliance, if requested by the City. a. Vendor will make available a list of hazardous chemicals and applicable Safety Data Sheets prior to bringing those chemicals on City property or using them on behalf of the City. All hazardous substances and chemicals brought onto the premises must be labeled as required by the Hazard Communication Standard. Vendor is required to maintain copies (on site) of the SDS of the hazardous substances or chemicals they will use throughout the work place. No hazardous materials or chemicals will be introduced into the workplace by the vendor unless approved in advance by the City. The City reserves the right to deny use of any hazardous substance or chemical that the City deems harmful and may affect City employees and/or members of the public. b. Any precautions and/or protective measures to minimize the possibility of exposure will be communicated by the Vendor to the City and from there to City employees. c. Upon request, Vendor will provide records of their Hazard Communication Training Program.
d. All accidents, chemical spills, fires, accidents, property damage, etc., no matter how small, must be reported to the City immediately for investigation and documentation. e. Vendor must immediately notify the City in the event of an emergency and indicate what assistance is required.
17. Force Majeure: Neither party will be held responsible for delay or default caused by declared emergencies, natural disasters, or any other cause which is beyond the party's reasonable control. Vendor will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this agreement.
The City reserves the right to obtain the item(s) covered by this contract from another source during any on-going suspension of service due to the circumstances outlined above.
18. Equal Employment Opportunity/Non-Discrimination: City’s policies promote a working environment free from abusive conduct, discrimination, harassment, and retaliation; and require equal opportunity in employment for all regardless of race, religious creed (including religious dress and grooming practices), color, national origin (including language use restrictions), ancestry, religion, disability (mental and physical), medical condition, sex, gender (including gender identity and gender expression), physical characteristics, marital Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.76 City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
status, age, sexual orientation, genetic information (including family health history and genetic test results), organizational affiliation, and military or and veteran status, or any other consideration made unlawful by local, State or Federal law. City requires Consultant to be in compliance with all applicable Federal and State and local equal employment opportunity acts, laws, and regulations and Consultant is responsible for ensuring that effective policies and procedures concerning the prevention of abusive conduct, discrimination, harassment, and retaliation exist in Consultant’s business organization. The City’s current Equal Employment Opportunity and Non-Discrimination policies to which this Section applies may be viewed at
http://www.codepublishing.com/CA/SantaCruz/?SantaCruz09/SantaCruz0983.html and http://www.codepublishing.com/CA/SantaCruz/?SantaCruz09/SantaCruz0983.html.
Copies are available upon request from the City’s Purchasing Division.
19. Attorneys’ Fees. If any action at law or in equity is brought to enforce or interpret the provisions of this contract, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief.
20. Severability. The unenforceability, invalidity or illegality of any provision(s) of this contract shall not render the other provisions unenforceable, invalid or illegal.
21. MacBride Principles and the Peace Charter. City of Santa Cruz Resolution NS-19,378 (7/24/90) encourages all companies doing business in Northern Ireland to abide by the MacBride Principles and Peace Charter.
22. Vendor Not An Agent. Vendor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent.
23. Contract Interpretation. Vendor acknowledges that it has reviewed this contract and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this contract.
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15.77 City’s Invitation for Bids (“IFB”) Packet – IFB FN-0172 Exhibit C EXHIBIT C: IFB PACKET
EXHIBIT C
CITY’S INVITATION FOR BIDS (“IFB”) PACKET – IFB FN-0172 Docusign Envelope ID: A6FD9378-758C-4434-BD78-F2D758C64AEA
15.78 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.79 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.80 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.81 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.82 A City’s Invitation for Bids (“IFB”) Packet – IFB FN -0172 Exhibit C
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15.83 VENDOR’S PROPOSAL Exhibit D
EXHIBIT D
VENDOR’S PROPOSAL
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15.84 VENDOR’S PROPOSAL Exhibit
D
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15.85 VENDOR’S PROPOSAL Exhibit
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15.86 VENDOR’S PROPOSAL Exhibit
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15.87 VENDOR’S PROPOSAL Exhibit
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15.88 VENDOR’S PROPOSAL Exhibit
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15.89 PURCHASE AGREEMENT Page 1
PURCHASE AGREEMENT
RAPID TRANS LLC
FOR AGGREGATE MATERIALS AND ROAD MAINTENANCE MATERIALS
THIS PURCHASE AGREEMENT (“Purchase Agreement” or “Contract”), made and entered into on April 1, 2025, (“Effective Date”) by and between the CITY OF SANTA CRUZ, a municipal corporation, hereinafter called “City,” and RAPID TRANS LLC, hereinafter called “Vendor” or Contractor”. City and Vendor are individually referred to as a “Party” or collectively, as the “Parties”.
The Parties mutually agree as follows:
SECTION I: GOODS/SERVICES
A. That for and in consideration of the City’s Invitation for Bid and Vendor’s response thereto, the Vendor hereby covenants and agrees to furnish any and all required goods and/or services, further described below, and will bear any and all other expense necessary or incidental to the performance of certain work hereinafter specified for: IFB FN-0172 in strict conformity and compliance with the Contract Documents, as hereinafter defined, and in accordance with this Purchase Agreement.
B. Vendor will furnish all labor, material, equipment and services required to comply with the Contract Documents.
C. Vendor agrees that it may not begin providing the goods/services until the City approves a Purchase Order for such.
SECTION II: CONTRACT DOCUMENTS
A. Incorporation of Documents.
It is expressly agreed and understood by City and Vendor that the following documents are hereby incorporated and made a part of this Purchase Agreement (hereinafter the “Contract Documents”):
1. This Purchase Agreement with Exhibit A: Scope of Work and Fee Schedule; and
2. City of Santa Cruz Standard Terms and Conditions of Purchase, except as amended herein by this Purchase Agreement in Section V – attached hereto as Exhibit B
3. City’s Invitation for Bids (“IFB”) Packet – IFB FN-0172 attached hereto as Exhibit C
4. Vendor’s Proposal – attached hereto as Exhibit D.
B. Priority of Contract Documents.
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15.90 PURCHASE AGREEMENT Page 2
The Parties to this Purchase Agreement do hereby expressly acknowledge that they have read, understand, and promise to comply with each and every provision of Contract Documents. In the event inconsistencies, conflicts, or ambiguities between and among the Contract Documents are discovered, the Parties shall attempt to resolve any ambiguity, conflict, or inconsistency informally, recognizing that the terms of the Contract Documents shall take precedence in the order in which they are listed above. The terms of this Purchase Agreement shall take priority and control in the case of any conflicts with any of the exhibits attached hereto.
SECTION III: TERM OF PURCHASE AGREEMENT
The terms of the Purchase Agreement will be from the effective date for 60 months/ 5 year, terminating on April 1, 2030.
Unless terminated consistent with the Contract Documents, the Parties have the option to renew for 5 additional 1-year terms effective on the day and month anniversary of the Effective Date with an amendment to this Purchase Agreement based on the mutual agreement of the Parties. If either Party does not intend to renew this Purchase Agreement, they shall provide notice of non-renewal at least sixty days prior to the end of the then-current term.
Vendor shall begin work as specified in a written authorization (e.g. Notice to Proceed) to perform services. The written authorization to perform work shall not be issued until after this Purchase Agreement has been approved and authorized by the City.
SECTION IV: PAYMENT
The City agrees to pay Vendor the rates specified in the Fee Schedule attached hereto and, in the manner, and at the times set forth in the Contract Documents. Vendor shall not undertake any work beyond the scope of work set forth therein unless such additional work is approved in advance and in writing by City in the form of a change order.
SECTION V: AMENDMENTS TO CITY’S STANDARD TERMS AND CONDITIONS The City of Santa Cruz Standard Terms and Conditions of Purchase (“City’s Standard Terms”), which is attached hereto as Exhibit A, as amended below, apply to this Purchase Agreement:
1. Section 2 of the City’s Standard Terms is deleted and replaced with Section 5.11.
Delivery, Inspection, and Acceptance of Goods in the IFB.
2. Section 5 of the City’s Standard Terms is deleted and replaced with Section 5.16.
Warranty in the IFB.
3. Section 8 of the City’s Standard Terms is deleted and replaced with the following:
“8. Insurance: Prior to the beginning of and throughout the duration of this Purchase Agreement, Vendor will maintain insurance in conformance with the requirements set forth herein. Vendor will insure the City against claims for injuries to persons or damages to property which may arise from or in connection with the goods, or the work performed hereunder and the results of that work by Vendor, Vendor’s agents, representatives, employees or subcontractors.
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15.91 PURCHASE AGREEMENT Page 3
a. Standard Certificate Requirements
The City will be issued a Certificate of Insurance (a Memorandum of Understanding will not be accepted) with the following minimum requirements:
• Certificate(s) will show current policy number(s) and effective dates, • Coverage and policy limits will meet, or exceed, requirements below, • The Certificate Holder will be City of Santa Cruz, Risk Management, 1200 Pacific Ave., Suite 290, Santa Cruz, CA 95060,
• Certificate will be signed by an authorized representative, • An endorsement, if required below, will be provided to show the City, its officers, officials, employees, and volunteers as additional insureds, and • Coverages must be maintained during the term of the Purchase Agreement with the City, unless a longer duration is required as specified below. b. Minimum Scope and Limits of Insurance:
The Vendor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. The City will be entitled to coverage for the highest limits maintained by the Vendor. Coverage will be at least as broad as:
• Commercial General Liability (CGL): $2,000,000 per occurrence $2,000,000 aggregate
Proof of coverage for up to $2 Million per occurrence/aggregate including products and completed operations, property damage, bodily injury, personal injury and advertising injury will be provided on Insurance Services Office (ISO) Form CG 00 01 covering CGL.
• Automobile Liability: $1,000,000
Proof of coverage for $1 Million will be provided on ISO Form Number CA 00 01 covering any auto (Code 1), or if Vendor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), per accident for bodily injury and property damage.
• Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance: $1,000,000 per accident for bodily injury or disease. Must include a waiver of subrogation in favor of the City for all work performed by the Vendor and its employees in favor of the City for all work performed by the Vendor and their employees.
c. Other Insurance Provisions
The insurance policies are to comply with the following provisions:
• Additional Insured Status
The City, its officers, officials, and employees are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations, products and completed operations. General liability coverage will be provided in the form Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
15.92 PURCHASE AGREEMENT Page 4
of an endorsement to the Vendor’s insurance at least as broad as ISO Form CG 20 10 11 85, or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 (if a later edition is used). • Primary Coverage
For any claims related to this Purchase Agreement, the Vendor’s and all subcontractor’s insurance coverage will be primary and non-contributory as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers will be excess of the Vendor’s and all subcontractor’s insurance and will not contribute with it. • Notice of Cancellation
Each insurance policy required above shall state that the coverage shall not be canceled, except with notice to the City.
• Waiver of Subrogation
Vendor hereby grants to the City a waiver of any right to subrogation, except as otherwise not applicable, which any insurer of said Vendor may acquire against the City by virtue of the payment of any loss, including attorneys’ fees, under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
• Self-Insured Retentions/Acceptability of Insurers
Self-insured retentions must be declared to and approved by the City. City may require Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City. Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. • Verification of Coverage
Vendor will furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning will not waive the Vendor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
• Subcontractors
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Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City, its officers, officials, employees, and volunteers are additional insureds on insurance required from subcontractors.
4. Section 15 of the City’s Standard Terms is deleted and replaced with the following:
“15. Termination of Contract:
The City may terminate this Purchase Agreement for any reason by providing written notice to the Vendor not less than 30 calendar days prior to an effective termination date.
The Vendor may terminate the Purchase Agreement for cause if the City fails to cure a material breach in performance (e.g. failure to pay) within 30 days from Vendor’s written notice of termination to the City which is not less than 90 calendar days prior to an effective termination date.
Upon notice of termination, the Vendor will immediately take action not to incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. The City’s only obligation to the Vendor will be just and equitable payment for materials and/or services authorized by, and received to the satisfaction of, the City up to and including the effective date of termination. In the event of Vendor’s failure to perform pursuant to the Contract Documents, the City reserves the right to obtain services elsewhere and Vendor will be liable for the difference between the prices set forth in the terminated Purchase Agreement and the actual cost to the City. In no event will the City be liable for any loss of profits on the resulting order or portion thereof so terminated.
After the effective date of termination, Vendor will have no further claims against the City under the Contract Documents. Termination of the Purchase Agreement pursuant to this paragraph may not relieve the Vendor of any liability to City for damages sustained by City because of any breach of contract by Vendor, and City may withhold any payments to Vendor for the purpose of set-off until such time as the exact amount of damages due City from Vendor is determined. The rights and remedies provided in this section will not be exclusive and are in addition to any other rights and remedies provided by law or under the Contract Documents.”
5. Section 17 of the City’s Standard Terms is deleted and replaced with the following:
“17. Force Majeure: Neither party hereto shall be considered in default in the performance of its obligation hereunder to the extent that the performance of any such obligation is prevented or delayed by an act of God, natural disaster, pandemic, acts of terrorism, war, a strike, lockout or other labor difficulty, or other peril, which is beyond the reasonable control of the affected party and without the negligence of the respective Parties. Each party hereto shall give notice promptly to the other of the nature and extent of any Force Majeure claimed to delay, hinder or prevent performance of the services under this Purchase Agreement. Each Party will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this Purchase Agreement. In the event Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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either party is prevented or delayed in the performance of its respective obligation by reason of such Force Majeure, the only remedy is that there may be an equitable adjustment of the schedule based on City’s sole discretion.”
6. Section 19. Attorneys’ Fees of the City’s Standard Terms is deleted in its entirety.
SECTION VI: MISCELLANEOUS PROVISIONS
1. Compliance with Laws. All activities of Vendor, its employees, subcontractors and/or agents will be carried out in compliance with all applicable federal, state, and local laws and regulations.
2. Site Conditions and Safety. During the course of performing the scope of work under this Purchase Agreement, the security and safety of the work area/site, materials, and equipment will be Vendor’s sole responsibility. Vendor shall not unreasonably interfere with the use of the public right-of-way to the extent the public right-of-way is usable and accessible in part or in whole during the course of performing the work under this Purchase Agreement. Vendor shall provide all equipment, devices, signage, and personnel needed to ensure public safety at the work area/site and comply with applicable traffic safety requirements including the California Manual on Uniform Traffic Control Devices (MUTCD) standards. Vendor is responsible for supplying and using all safety equipment necessary to close or delineate traffic lanes to vehicle or pedestrian traffic. Lane closures, including parking lanes, will require notification to the City’s Traffic Management Division of the Transportation Department and posting of notices not less than 48 hours prior to closure. All waste, rubbish, other debris, and any excess excavated material shall be removed from the work site at the completion of the work, as applicable, in a manner that conforms to all applicable state, federal, and local laws and regulations. Vendor shall leave the City property and public right-of-way in a clean and orderly condition.
3. Dispute Resolution. The Parties agree to attempt in good faith to resolve through negotiation any dispute, claim or controversy arising out of or relating to this Purchase Agreement. Either party may initiate negotiations by providing written notice in letter form to the other party, setting forth the subject of the dispute and the relief requested. Promptly upon such notification, the Parties shall meet at a mutually agreeable time and place in order to exchange relevant information and perspective, and to attempt to resolve the dispute. In the event that no resolution is achieved, and if, but only if, the parties mutually agree, then prior to pursuing formal legal action, the parties shall make a good faith effort to resolve the dispute by non-binding mediation or negotiations between representatives with decision-making power, who, to the extent possible, shall not have had substantive involvement in the matters of the dispute. The Parties agree to attempt to resolve the dispute by complying with the claims process as set forth in Public Contract Code sections 9204(e), 20104-20104.6, but without waiving the requirements of the California Tort Claims Act, Gov’t Code section 800 et seq. unless otherwise agreed to by the Parties.
4. Vendor's Records. Vendor shall maintain accurate accounting records and other written documentation pertaining to the costs incurred relating to this Purchase Agreement for examination and audit by the City, State, or federal government, as applicable, in compliance with Gov. Code §8546.7 for a contract in excess of $10,000, or in compliance with other applicable Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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federal laws (e.g. 48 CFR 31) or regulations for a period of three (3) years from: the date of the final City payment for Vendor’s goods/ or services, or from the date of final disposition of real property or equipment acquired with federal funds, or date of the termination of this Purchase Agreement, whichever is later. If Vendor engages a subcontractor to perform work related to this Purchase Agreement with a cost of $10,000 or more over a 12-month period, such subcontract shall contain these same requirements. This provision shall survive the termination of this Purchase Agreement.
5. Conflicts of Interest. Vendor acknowledges and agrees to comply with applicable provisions of conflict of interest laws and regulations, including the CA Political Reform Act (Gov’t. Code §§1090, 87100), Levine Act (Gov’t. Code §84308), and the City’s conflict of interest code, and make any necessary disclosures.
6. California Public Records Act. City is a public agency subject to the disclosure requirements of the California Public Records Act (“CPRA”). If Vendor’s proprietary information is contained in documents or information submitted to City, and Vendor claims that such information falls within one or more CPRA exemptions, Vendor must clearly mark such information “Confidential and Proprietary,” and identify the specific lines containing the information. In the event of a request for such information, City will make best efforts to provide notice to Vendor prior to such disclosure. If Vendor contends that any documents are exempt from the CPRA and wishes to prevent disclosure, it is required to obtain a protective order, injunctive relief, or other appropriate remedy from a court of law in Santa Cruz County before the City is required to respond to the CPRA request. If Vendor fails to obtain such remedy within the time the City is required to respond to the CPRA request, City may disclose the requested information without any liability. Vendor further agrees that it shall defend, indemnify and hold City harmless against any claim, action or litigation (including but not limited to all judgments, costs, and attorney’s fees) that may result from denial by City of a CPRA request for information arising from any representation, or any action (or inaction), by the Vendor.
7. Intellectual Property and Indemnity. Vendor represents to City that, to the best of Vendor’s knowledge, any Intellectual Property (including but not limited to: patent, patent application, trade secret, copyright and any applications or right to apply for registration, computer software programs or applications, tangible or intangible proprietary information, or any other intellectual property right) in connection with any services and/or products related to this Purchase Agreement does not violate or infringe upon any Intellectual Property rights of any other person or entity.
To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless City, its officials, officers, employees, and agents, from any and all claims, demands, actions, liabilities, damages, or expenses (including reasonable attorneys’ fees and costs) arising out of a claim of infringement, actual or alleged, direct or contributory, of any Intellectual Property rights in any way related to Vendor’s performance under this Purchase Agreement or to the City’s authorized intended or actual use of Vendor’s product or service under this Purchase Agreement.
This provision shall survive termination or expiration of this Purchase Agreement.
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If any product or service becomes, or in the Vendor’s opinion is likely to become, the subject of a claim of infringement, the Vendor shall, at its sole expense: (i) provide the City the right to continue using the product or service; or (ii) replace or modify the product or service so that it becomes non-infringing; or (iii) if none of the foregoing alternatives are possible even after Vendor’s commercially reasonable efforts, in addition to other available legal remedies, City will have the right to return the product or service and receive a full or partial refund of an amount equal to the value of the returned product or service, less the unpaid portion of the purchase price and any other amounts, which may be due to the Vendor. City shall have the right to retrieve its data and proprietary information at no charge prior to any return of the product or termination of service.
8. Notices. If either Party shall desire or is required to give notice to the other such notice shall be given in writing, via email, and concurrently delivered by: (a) personal delivery, in which case notice is effective upon delivery; (b) overnight courier (i.e., Federal Express) with charges prepaid or charged to the sender’s account, in which case notice is effective when delivered; (c) priority U.S. Mail, in which case notice shall be deemed delivered on the second business day after the deposit thereof with the U.S. Postal Service. Notices shall be addressed to recipient as follows:
City of Santa Cruz
Lilian Lane
1200 Pacific Ave., STE 290
Santa Cruz, CA 95060
[email protected]
(831)420-5082
Rapid Trans LLC
Sabrina Hamidi
100 Hegenberger Road., STE. 160
Oakland, CA
[email protected]
(925) 200-1314
Changes to the above information shall be given to the other party in writing ten (10) business days before the change is effective.
9. Complete Agreement. This Purchase Agreement, and its incorporated documents comprising the Contract Documents, contain the entire agreement between the Parties with respect to the matters addressed herein and shall supersede all prior or other agreements, oral and written declarations of intent and other legal arrangements (whether binding or non-binding) made by the Parties.
10. Severability. The unenforceability, invalidity or illegality of any provision(s) of this Purchase Agreement shall not render the other provisions unenforceable, invalid or illegal.
11. Waiver. Waiver by any party of any portion of this Purchase Agreement shall not constitute a waiver of the same or any other portion hereof.
12. Governing Law. This Purchase Agreement shall be governed by and interpreted in accordance with California law.
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13. Contract Interpretation. Each party acknowledges that it has reviewed this Purchase Agreement and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Purchase Agreement.
14. Counterparts. The Parties may execute this Purchase Agreement in two or more counterparts, which shall, in the aggregate, be deemed an original but all of which, together, shall constitute one and the same instrument. A scanned, electronic, facsimile or other copy of a party’s signature shall be accepted and valid as an original.
15. Warranty of Authority. The signatories to this Purchase Agreement warrant and represent that each is authorized to execute this Purchase Agreement and that their respective signatures serve to legally obligate their respective representatives, agents, successors and assigns to comply with the provisions of this Purchase Agreement.
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IN WITNESS WHEREOF, this Purchase Agreement is executed by the day and year first hereinabove written.
Approved As To Form:
By: _____________________________ Date: __________________ Office of the City Attorney
CITY OF SANTA CRUZ
By: _____________________________ Date: __________________ ____________________, ____________
VENDOR
By: _____________________________ Date: __________________ Printed: ___________________________ Title: __________________ By: _____________________________ Date: __________________ Printed: ___________________________ Title: __________________ Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4 3/4/2025
Yadwinder Singh Manager
3/6/2025
15.99 Scope of Work and Fee Schedule Exhibit A
EXHIBIT A
SCOPE OF WORK AND FEE SCHEDULE
I. SCOPE OF WORK
5.1. Project Objectives
The City of Santa Cruz is soliciting a contractor(s) to supply aggregate materials and road maintenance materials for various projects throughout the city. On some occasions, the City Departments may need to pick-up the material on an as-needed basis from the contractor.
Bidders shall ensure all pricing included on the Required Bid Form for materials is entered into the correct table for "Picked Up" materials and "Delivered materials". The bid price must include cost per ton, unless specified otherwise. Bidder pricing should not include sales tax which will be included per contract order. Delivered items must also include any fuel charges and be inclusive of any additional fees or charges related to the delivery of the product. Bidders shall include the short load charge on the Bid Form when applicable, the short load charge will not be included in the basis of award. A short load amount is defined as less than the unit of measure listed on the bid form. For example, if there is a charge for a delivery of less than a ton on a line item that is 1 ton for the unit of measure, then you need to include the charge for this on the Short Load Charge Line on Table 1 of the bid form.
The City expects to award multiple contracts for required products (Tables 1-4) and expects to award by line item for required tables. Tables (5-8) is for supplemental goods and is not included in the basis of award.
The Bid Form is divided by product category as follows:
Table 1 - Required Aggregate Materials-Picked Up
Table 2 - Required Aggregate Materials-Delivered
Table 3 - Required Asphalt Products-Picked Up
Table 4 - Required Asphalt Products-Delivered
Table 5 - Supplemental Aggregate-Picked Up
Table 6 - Supplemental Aggregate-Delivered
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Scope of Work and Fee Schedule Exhibit A
Table 7 - Supplemental Bitumen and Emulsion-Picked Up
Table 8 - Supplemental Bitumen and Emulsion-Delivered
Delivered Road Maintenance Materials may be delivered to any location within Santa Cruz County that the City of Santa Cruz services.
Delivered aggregates are most frequently delivered to the following location(s):
Location 1: DeLaveaga Golf Course
401 Upper Park Road
Santa Cruz, CA 95065
Location 2: City of Santa Cruz Corporation Yard
1125 River Street
Santa Cruz, CA 95060
5.2. Minimum Qualifications
• Consideration: Bids will be considered only from individuals and entities that normally engaged in providing and performing Services specified herein. Bidders shall be required to show that they have had experience in providing Services the same or similar nature and that the Bidder has been in formal existence and engaged in similar type Services for not less than five (5) years.
• General: Bidder must have adequate organization, facilities, equipment and personnel to ensure prompt and efficient service to the City of Santa Cruz and shall have all necessary licenses and permits required by law to provide the Services to the City. Bidder must have current Department of Industrial Relations (DIR) registration if delivering aggregates to City locations.
• Bidder's Information: The City reserves the right before recommending any award to inspect the facilities and organization or to take any other action necessary to determine ability to perform in accordance with specifications, terms and conditions. Bidders are Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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Scope of Work and Fee Schedule Exhibit A
required to complete and answer all the Bidder Questionnaire questions located in the Bid Submittals section.
5.3. Service Area
Service area shall include areas within the City of Santa Cruz limits and any outlying areas serviced by the City Departments. Service must be available seven (7) days a week, if required. Each City Department may have different hours of operations, contractor will follow up with department contact for specifics.
5.5. Contractor Responsibilities
1. Standards of Conduct. The Contractor is responsible for maintaining standards of employee competence, conduct, courtesy, appearance, honesty, and integrity satisfactory to the City.
2. Supervision. The Contractor shall always provide adequate and competent supervision during the Contract term. The Contractor shall be readily available to meet with the City.
Contractor shall provide the telephone numbers where its representative(s) can be reached.
3. City Premises. Contractor’s employees and agents shall comply with all City rules and regulations while on City premises.
4. Removal of Employee. City may request the Contractor immediately remove from assignment to the City any employee found unfit to perform duties at the City. The Contractor shall comply with all such requests.
5. Communication. Contractor shall ensure that onsite employees can communicate in English both verbally and in writing.
5.6. Public Relations, Safety, and Cooperation
All deliveries shall be conducted in a manner as to cause the least possible interference or annoyance to others. The Contractor shall endeavor to maintain good public relations at all times.
The Contractor is required to identify the name of their company, confirm that they are a contracted vendor with the City of Santa Cruz, and identify the Foreman on duty if asked by a member of the public. Any follow up communication or inquiries from the public are to be directed and handled by the City Contact.
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Scope of Work and Fee Schedule Exhibit A
Contractor shall ensure that all fire hydrants, meter vaults, water and gas shut off valves and similar facilities are accessible during the course of work. Contractor shall maintain clear passage and least amount of inconvenience to public and private traffic ways, businesses, and residences.
Contractor shall strive to keep noise levels to a minimum at all times. Additionally, the Contractor shall abide by the City’s Noise Ordinance (Santa Cruz Municipal Code Section 9.36). The City’s noise ordinance prohibits performing loud work after 10:00 p.m. and before 8:00 am. The City's Public Works Director may grant exceptions on a case-by-case basis and allow work to begin as no earlier than 7:00 a.m. for projects that have the potential to disrupt traffic, and whereby, that disruption could be alleviated by authorizing work to commence at 7:0 am.
The Contractor shall maintain all work sites in a safe, neat, clean, and orderly condition. All work sites are to be kept free from trash, debris, surplus material or other objectionable matter of any kind, subject to the satisfaction of the City Contact.
5.7. Specifications
The City is requesting bids for Aggregate Materials and Road Maintenance Materials.
Task 1- The scope of work includes sourcing and delivery of aggregate materials and road maintenance materials. Price is all inclusive, including delivery (where specified) and tax.
Task 2 - All materials, unless mutually agreed otherwise, shall conform to Standard Specifications for Public Works Construction (Greenbook, 2024)
Aggregate Materials must meet the following detailed specifications:
3/4" Class 2 Base-Virgin
3/4" Class 2 Base-Recycled
Subbase (3/4" Class 4 Base)
1-1/2" Class 2 Base
Concrete Mix
1-1/2" x 3/4" Unwashed Drain Rock
1-1/2' x 3/4" Washed Drain Rock
3/4" x 1/2" Washed Drain Rock
1/2"x3/8" Washed Drain Rock
1/4"x #10 Crushed3/8"x #4 Crushed
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Scope of Work and Fee Schedule Exhibit A
Gabion Rock (3"x5' or 5"x10")
Permeable CL 1 Type A
Other Permeable Materials (1B,2,3)
Washed Sand
Fill Sand
Marina Fill Sand
Cyclone Sand (Very Fine)
Engineered Fill (6" Minus)
Recycled Sand
Select Decomposed Granite (Fill)
Coarse Bank Run
Track Fines
Granite Fines
Top Dressing Sand
Bunker Sand
1-1/2"x3/4" Gold Aggregate
1/4"x #10 Gold Aggregate
3/8"x #4 Gold Aggregate
1/2"x 3/8" Gold Aggregate
3/4"x 1/2" Gold Aggregate
Gold Path Base
Gold Path Fines
Gold Track Fines
Gold Wall Rock (6" - 18")
Gold Accent Boulders
Slope/Shore Protection (Riprap)
Granite patch, 50 pound
Fast Set Concrete
Sack Sand Slurry
1/2" 6.48 Sack Mix
1/2" Pump Mix
3/8" 6 Sack Mix
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Scope of Work and Fee Schedule Exhibit A
3/4" 5.5 Sack Mix
3/4" 6 Sack Mix
Road Maintenance Materials must meet the following detailed specifications:
1/2" Asphalt (medium or coarse)
1/2" Asphalt (fine)
3/8" Asphalt (fine or medium)
3/4"Asphalt (fine, medium or coarse)
SC250 (Cold Mix)
Berm Mix
Sand Mix
RS1 Oil (100 gallons or more)
RS1 Oil (50-99 gallons)
RS1 Oil (49 gallons or less)
SS1 Oil (50 gallons or more)
SS1 Oil (49 gallons or less)
5.8. Responsibilities of City
To provide a designated City contact during the course of the project. Access to the facilities as needed for delivering to location(s) below:
Location 1: DeLaveaga Golf Course
401 Upper Park Road
Santa Cruz, CA 95065
Location 2: City of Santa Cruz Corporation Yard
1125 River Street
Santa Cruz, CA 95060
5.9. Brand Requirements
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Scope of Work and Fee Schedule Exhibit A
Any manufacturers' names, trade names, brand names, or catalog numbers used in the specification are there for the purpose of establishing and describing general performance and quality levels.
5.10. Order Process
No “minimum orders” are permitted. Proposals indicating a minimum order requirement will be rejected.
5.11. Delivery, Inspection, and Acceptance of Goods
Goods are to be delivered to the location specified. All deliveries are F.O.B. destination.
Proposer acknowledges that time is of the essence in the performance of this contract. If the goods are not delivered within the time period stated on the Vendor’s proposal, or by a different date mutually agreed to in writing, the City reserves the right to cancel the order. If the City cancels the order because of late delivery, the Vendor will not be allowed to charge the City for any costs associated with the order and may be charged any increase in cost the City must pay for the replacement order.
Charges not included in the contract resulting from this solicitation will not be paid. However, the City may consider requests to pay fuel surcharges when the price of crude oil is inflated; but when the price of crude oil decreases, fuel surcharges not set forth in the contract resulting from this solicitation will no longer be paid.
Within 14 calendar days, unless the contract stipulates a different time period, the City will inspect the goods received to verify compliance with specifications. If deficiencies are detected, the goods will be rejected and the Vendor will be required to make the necessary adjustments or replacements at the Vendor’s expense. Acceptance of the goods will be made when the City determines the goods received are in compliance with specifications and are free from defects.
1. Delivery Restrictions at the Santa Cruz Wharf
Delivery vehicles will not exceed the wharf’s weight restriction of 8 tons.
2. Delivery Acceptance Hours
The Vendor will maintain process for ensuring that deliveries occur during hours open.
Deliveries will not be left at a facility unless accepted by City staff.
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Scope of Work and Fee Schedule Exhibit A
5.12. Safety Data Sheets (SDS)
The Vendor will furnish SDS forms for every product delivered that requires one. You may upload SDS sheets in section 6.4.12. located in the Bid Submittal section of this IFB.
5.10. Order Process
The Vendor will be responsible for any damage to City property during the performance of this contract. In the event that there is damage to City property, the Vendor will immediately report the incident to the City in writing. Any such damage will be repaired or replaced with same by the Vendor at his/her expense and to the satisfaction of the City.
5.14. Adequate Stock
The Vendor will maintain adequate stock of aggregate materials to accommodate City’s needs throughout the length of the contract. Failure to maintain adequate stock may be deemed a breach of contract and may result in termination of the contract.
5.15. Alternative Sources
Vendor will place all orders for item(s) covered in this contract. In the event the Vendor is unable to supply the item(s) when needed, the City reserves the right to order the item(s) from any source offering the lowest price and the required amount. Any such items will be ordered from the Vendor the next time they are required. The City may bill Vendor the difference if the City must pay a higher price for out-of-stock contract item(s).
5.16. Warranty
Vendor warrants that the item(s) provided and/or work performed under this contract comply with all Project specifications, are free of liens and encumbrances, and that workmanship and materials are free from defects during the warranty period. Work shall comply with nationally recognized codes and established industry standards. Equipment shall carry the manufacturers’ most favorable commercial warranties. The warranty period shall begin after City’s acceptance of item(s) and/or Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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Scope of Work and Fee Schedule Exhibit A
work and shall extend thereafter for a period of 10 years, or as otherwise specified by the manufacturer’s standard warranty, whichever is later.
Vendor agrees to remedy by replacing or repairing any item(s) that is damaged or defective during normal usage within the warranty period, at no additional cost to the City. Such repair or replacement will occur within a reasonable time frame, to the satisfaction of the City. Exceptions to any of these warranty provisions will be indicated by Vendor in their proposal.
5.17. Return Policy
Vendor will issue full credit for return of unused aggregate materials. The City prefers returns to be at no additional charge; this includes but is not limited to, restocking or handling charges.
Exceptions to this provision will be indicated by Vendor in their bid response.
5.18. Vendor’s Employee Conduct
Vendor will agree to remove any employee whose conduct is improper, inappropriate, or offensive as determined by the City. A removed employee(s) is not to work on City premises without the written consent of the City. The Vendor will remove any employee from working in, or delivering to, City facilities who is convicted of a felony during his/her employment.
5.19. Emergency Response
Vendor will provide the name and contact information of a representative who will be available 24 hours a day, 7 days a week, in the event of an emergency. During the emergency, Vendor will provide the City of Santa Cruz with all available supplies, materials, equipment and/or services on a priority basis.
Time is of the essence for delivery. Delivery location(s) and estimated arrival will be mutuality agreed upon, by the City and Vendor, at time of order and will be determined based on need and existing conditions. It is understood that current conditions, such as power outages, road closures, and damages to the Vendor’s facility and/or equipment, will be taken into consideration. The City expects emergency deliveries to occur within 4 hours of order placement and may be required during evenings, weekends, and holidays.
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5.20. Exclusions
Excluded from this specification are all items purchased separately on other City contracts. The City also reserves the right to bid separately any item or items where it is determined by the Purchasing Manager that:
The commodity is not appropriately classified under this specified contract.
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15.109
City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
EXHIBIT B
EXHIBIT B
CITY OF SANTA CRUZ STANDARD TERMS AND CONDITIONS OF PURCHASE
1. Contract: The following terms and conditions shall govern all purchases by the City unless other terms are specifically designated by the City to apply or the City and Vendor have entered into another written agreement. Any terms or conditions (including price and delivery dates) proposed by the Vendor which are inconsistent with or in addition to these terms and conditions shall be void and of no effect unless and to the extent expressly accepted by the City in writing.
2. Delivery, Inspection, and Acceptance of Goods/Services: Goods/services are to be delivered to the location specified. All deliveries are F.O.B. destination.
Vendor acknowledges that time is of the essence in the performance of this contract. If the goods and/or services are not delivered within the time period stated on the Vendor’s proposal, or by a different date mutually agreed to in writing, the City reserves the right to cancel the order. If the City cancels the order because of late delivery, the Vendor will not be allowed to charge the City for any costs associated with the order and may be charged any increase in cost the City must pay for the replacement order. Charges not included in the contract will not be paid.
Within 14 calendar days, unless the contract stipulates a different time period, the City will inspect the goods received to verify compliance with specifications. If deficiencies are detected, the goods will be rejected and the Vendor will be required to make the necessary adjustments or replacements at the Vendor’s expense. Acceptance of the goods will be made when the City determines the goods received are in compliance with specifications and are free from defects.
3. Payment: All invoices shall contain correct bid or contract pricing, the applicable purchase order number, and the name of the City employee making the purchase. Invoices shall be sent to the dept. making the purchase. Vendor shall submit invoices to the City within 60 days of delivery of goods or provision of service. Invoices with incorrect pricing will be returned to the Vendor for correction. The City will pay approximately 30 days after acceptance of goods or services and receipt of a correct and undisputed invoice, whichever occurs last.
The City will take early payment discounts when the net payment period is over 15 days. The payment period will extend to the date that the invoices are paid. Should the Vendor become delinquent with any fees, assessments, or charges due to the City, the City will reduce any amount owed to the Vendor by the delinquent amount owed to the City. The City reserves the right to audit Vendor’s records when necessary.
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City of Santa Cruz
Standard Terms and Conditions of Purchase Exhibit B
4. Sales Tax: Sales tax must be stated separately on each invoice. If the current local sales tax is not charged, the City will remit all sales tax due directly to the California State Board of Equalization.
5. Warranty: Vendor warrants that the item(s) provided and/or work performed under this contract comply with all specifications, are free of liens and encumbrances, and that workmanship and materials are free from defects. Work shall comply with nationally recognized codes and established industry standards. Equipment shall carry the manufacturers’ most favorable commercial warranties. The warranty period shall begin after acceptance of item(s) and/or work and shall extend thereafter for a period of ninety days, or as otherwise specified by the manufacturer’s standard warranty, whichever is later. Vendor agrees to remedy by replacing or repairing any item(s) that is damaged or defective during normal usage within the warranty period, at no additional cost to the City. Such repair or replacement shall occur within a reasonable time frame, to the satisfaction of the City.
6. Indemnity:
For General Services: To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless the City, its officials, officers, employees, and volunteers from and against any and all claims, demands, actions, liabilities, damages, judgments, or expenses, (including attorneys’ fees and costs) arising from the acts or omissions of Vendor, Vendor’s employees or agents, or in any way related to the obligations or the performance of services under this contract, except for design professional services as defined in Civil Code §2782.8, and except where caused by the sole or active negligence, or willful misconduct of City.
For Design Professional Services under Civil Code §2782.8: To the fullest extent permitted by law, Vendor agrees to indemnify, defend, and hold harmless City, its officials, officers, employees, and volunteers from and against any and all claims, demands, actions, liabilities, damages, or expenses, (including attorneys’ fees and costs) arising from the negligence, recklessness, or willful misconduct of the Vendor, Vendor’s employees or agents, in any way related to the obligations or the performance of design professional services under this contract as defined in Civil Code §2728.2, except where caused by the sole or active negligence, or willful misconduct of City. The costs to defend charged to the Vendor relating to the design professional services shall not exceed the Vendor’s proportionate percentage of fault per Civil Code §2782.8.
7. Compliance Requirements: Vendor shall be responsible for complying with all applicable Federal, State, and local laws and regulations including, but not limited to, City policies, ordinances, and Best Management Practices. Requirements vary based on the nature of the product to be provided and/or work to be performed; these shall include, but are not limited to, complying with the items listed below and following City Council policies regarding Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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asbestos in products, polystyrene foam, recycled paper, and fair trade coffee. These policies are available on the City’s website here.
a. Licensing: Vendor warrants that it has complied with any and all federal, state, and local licensing requirements and agrees to provide proof of a current City of Santa Cruz Business Tax Certificate if:
I Vendor is located in the City of Santa Cruz;
ii. Will perform physical work in the City of Santa Cruz for 6 or more days annually; or iii. Will use company vehicles to deliver within the City of Santa Cruz for 6 or more days annually.
For additional information and licensing requirements, view the City’s Business Licenses and Permits webpage or call the Revenue and Taxation division at 831/420- 5070.
i. Prevailing Wage: In performing “public work” pursuant to and subject to Labor Code §1720 et seq. under this contract, Vendor (and any subcontractor performing the work or services) shall conform to any and all prevailing wage requirements applicable to such work/and or services. All workers employed in the execution of a public works contract (as defined in Labor Code §1720 et seq. and §1782(d)(1)) must be paid not less than the specified prevailing wage rates for the type of work performed. (See Labor Code §§1720, 1774 and 1782.) Pursuant to Labor Code §1773.2, the current prevailing rate of per diem wages at the time of the contract as determined by the Director of the Department of Industrial Relations (DIR) may be on file at the dept. office awarding the public work. Vendor shall post a copy of these rates at the work site, if any.
The “public work” project is subject to the compliance monitoring and enforcement by the DIR. The Vendor and subcontractor, if any, must be registered with the DIR to submit a bid or engage in the performance of any contract for public work pursuant to Labor Code §§1725.5 and 1771.1. The Vendor is responsible for posting job site notices as prescribed by regulation pursuant to Labor Code §1771.4(a)(2). The Vendor and each subcontractor, if any, must submit certified payrolls to the Labor Commissioner pursuant to Labor Code §1771.4.
Any failure of Vendor and/or its subcontractors to comply with the above requirements shall constitute a breach of this contract that excuses the City’s performance of this contract at the City’s sole and absolute option, and shall be at the sole risk of Vendor.
Vendor on behalf of itself, and any subcontractor, agrees to indemnify, defend and hold harmless the City and its officials, officers, employees, and agents from and against any and all claims, liabilities, losses, costs, expenses, attorneys’ fees, damages, expenses, fines, financial consequences, interest, and penalties, of any kind or nature, arising from or relating to any failure (or alleged failure) of the Vendor and any subcontractor to pay prevailing wages or to otherwise comply with the requirements of prevailing wage law.
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j. Living Wage: Every contract for services to the City for $10,000 or more, is subject to City of Santa Cruz Living Wage Ordinance number 2000-25. The requirements of the Living Wage ordinance are provided in Santa Cruz Municipal Code Chapter 5.10. k. Vendors’ Duties Concerning Labor Code Compliance. As required by Labor Code §1775(b)(1), Vendor shall include in any contract between Vendor and subcontractors for the performance of work on a public works project, a copy of Labor Code §§1771, 1775, 1776, 1777.5, 1813 and 1815.
l. Apprentices. The Vendor is responsible for compliance with Labor Code §1777.5 for all apprentices whether employed directly or through subcontractors on a public works project.
m. Payroll Records. Pursuant to Labor Code §1776, for public works projects, the Vendor and any subcontractor shall keep, make available, and submit to the City within ten (10) days of receipt of a written request, certified payroll records. Pursuant to Labor Code § 1776(h), if the Vendor or any subcontractor fails to comply with the ten-day period, he or she shall, as a penalty to the City, forfeit the prescribed amount for each calendar day, or portion thereof, for each worker, until strict compliance is effectuated. The Vendor shall include provisions in its subcontracts as required to make this paragraph effective as to each subcontractor. Upon written request, the Vendor shall withhold penalties forfeited by a subcontractor pursuant to Labor Code §1776(h) and this paragraph from payment due to such subcontractor and remit such penalties withheld to the City.
n. Hours of Labor. Pursuant to Labor Code § 1810, 8 hours of labor shall constitute a legal day’s work. Pursuant to Labor Code § 1813, the Vendor and each subcontractor, if any, shall, as a penalty to the City, forfeit the prescribed amount per calendar day for each worker required or permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar week without being compensated in accordance with § 1815. Vendor shall include terms in its subcontracts as required to make this paragraph effective as to each subcontractor. Upon written request, Vendor shall withhold penalties forfeited by a subcontractor pursuant to Labor Code §1813 and this paragraph from payments due to such subcontractor and remit such penalties withheld to the City.
o. Storm Water Requirements: The Vendor, and all subcontractors, are required to abide by the applicable City of Santa Cruz Storm Water Best Management Practices (BMPs) for the duration of the work. The City’s mandatory Storm Water BMPs, which are listed according to the type of work, operations, or business, are located on the City website here.
8. Insurance: Prior to the beginning of and throughout the duration of this contract, Vendor will maintain insurance in conformance with the requirements set forth herein. Vendor will Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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insure the City against claims for injuries to persons or damages to property which may arise from or in connection with the goods, or the work performed hereunder and the results of that work by Vendor, Vendor’s agents, representatives, employees or subcontractors. a. Standard Certificate Requirements
The City will be issued a Certificate of Insurance (a Memorandum of Understanding will not be accepted) with the following minimum requirements:
• Certificate(s) will show current policy number(s) and effective dates, • Coverage and policy limits will meet, or exceed, requirements below, • The Certificate Holder will be City of Santa Cruz, Risk Management, 877 Cedar Street, Suite 100, Santa Cruz, CA 95060,
• Certificate will be signed by an authorized representative, • An endorsement will be provided to show the City, its officers, officials, employees, agents and volunteers as additional insured.
b. Minimum Scope and Limits of Insurance:
The Vendor acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. The City will be entitled to coverage for the highest limits maintained by the Vendor. Coverage will be at least as broad as:
• Commercial General Liability (CGL): $2,000,000 per occurrence Proof of coverage for up to $2 Million per occurrence including products and completed operations, property damage, bodily injury, personal injury and advertising injury will be provided on Insurance Services Office (ISO) Form CG 00 01 covering CGL. If a general aggregate limit applies, either the general aggregate limit will apply separately to this project/location or the general aggregate limit will be at least twice the required occurrence limit.
• Automobile Liability: $1,000,000
Proof of coverage for $1 Million will be provided on ISO Form Number CA 00 01 covering any auto (Code 1), or if Vendor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), per accident for bodily injury and property damage. • Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance: $1,000,000 per accident for bodily injury or disease. Must include a waiver of subrogation.
c. Additional Requirement for Professional Services
Professional Liability (Errors and Omissions): $2,000,000 per occurrence or claim, $2,000,000 aggregate
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Vendor will maintain insurance appropriate to Vendor’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after date of completion of the services under this contract. If coverage is canceled or nonrenewed and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date or start of work date, Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
If Vendor maintains broader coverage and/or higher limits than the minimums shown above, the City of Santa Cruz requires and shall be entitled to the broader coverage and/or higher limits maintained by Vendor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Santa Cruz.
d. Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
• Additional Insured Status
The City, its officers, officials, employees, agents and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage will be provided in the form of an endorsement to the Vendor’s insurance at least as broad as ISO Form CG 20 10 11 85, or if not available, through the addition of both CG 20 10 and CG 20 37 (if a later edition is used). • Primary Coverage
For any claims related to this contract, the Vendor’s insurance coverage will be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers will be excess of the Vendor’s insurance and will not contribute with it.
• Notice of Cancellation
Each insurance policy required above shall state that the coverage shall not be canceled, except with notice to the City.
• Waiver of Subrogation
Vendor hereby grants to the City a waiver of any right to subrogation which any insurer of said Vendor may acquire against the City by virtue of the payment of any loss, including attorneys’ fees, under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
The Worker’s Compensation policy will be endorsed with a waiver of subrogation in favor of the City for all work performed by the Vendor and its employees. • Deductibles and Self-Insured Retentions
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Any deductibles or self-insured retentions will be declared to and approved by the City. City may require Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
• Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Entity.
• Verification of Coverage
Vendor will furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause.
All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning will not waive the Vendor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. a. Special Risks/Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances, including but not limited to requiring the following:
• Data Breach Risk - Cyber Liability Insurance of limits no less than $5 Million per occurrence and $10 Million in the aggregate.
• Risk of Loss in Transporting Money - Cash In Transit Policy Insurance covering all risks of physical loss or damage while in transit or at premises for limits no less than $10 Million per occurrence and $20 Million in the aggregate. • Financial Breach Risk - Financial Crime Coverage for limits no less than $5 Million per occurrence and $10 Million in the aggregate. • Risk in Transporting People or Goods in a Vehicle - Common Carrier Liability Insurance of limits no less than $10 Million per occurrence and $20 Million in the aggregate.
• Risk in Storing Vehicles – Garage-keeper’s Liability Insurance of limits no less than $2 Million per occurrence and $4 Million in the aggregate. • Construction Risks - Builder’s Risk (Course of Construction) Insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions, and name the City as loss payee.
• Environmental Hazard - Pollution Legal Liability Insurance with limits no less than $1 Million per occurrence or claim, and $2 Million in the aggregate. b. Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
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2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a Retroactive Date prior to the contract effective date, the Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
c. Subcontractors
Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City, its officers, officials, employees, and volunteers are additional insureds on insurance required from subcontractors.
9. Travel Reimbursement Policy
When it is mutually agreed between the City and the vendor, the vendor’s employees will be reimbursed for travel expenses according to this policy. It is expected that all travel expenses incurred by vendors while conducting activities on behalf of the City will be at reasonable rates and that vendors will exercise prudence in incurring these expenses.
Meals
Meals are reimbursed at the current GSA Meals & Incidental per diem rate by county (www.gsa.gov/travel). The City does not reimburse for actual costs for meals.
Reimbursement is based solely on per diem rates. Do not submit meal receipts. • Travel before 8:00a qualifies for breakfast reimbursement. • Travel between 8:00a – 1:30p qualifies for lunch reimbursement. • Travel between 1:30p – 7:00p (or later) qualifies for dinner reimbursement. • Days between hotel stays and days starting before 8a and ending after 7p, qualify for the full GSA Meals & Incidental per diem rate.
Ground Transportation
Ground transportation is reimbursable when it is for travel between the vendor’s place of business, their employee’s home, an airport, or Santa Cruz hotel to their City work location.
1. Reasonable fees for taxis, shuttles, busses, trains, light rail, ride hailing services (Uber, Lyft), bike shares (Jump), and similar modes of transportation will be reimbursed.
Receipts are required for reimbursement.
2. Personal vehicles include vehicles owned by the vendor or their employees. • Mileage will be reimbursed at the current IRS mileage rate. • Evidence of automobile liability insurance meeting the City’s requirements must be provided.
• Maps showing starting point, City work location, and total miles are required for reimbursement.
3. Car rentals are reimbursable when
• Travel is necessary from an airport to the City work location.
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• The rental reservation is made as far in advance as is practical and the lowest possible price is obtained.
• Insurance coverage is included in the rental agreement and the car is returned with a full tank of gas.
• The smallest vehicle necessary is rented.
• Parking expenses are included in the GSA Meals & Incidental per diem rate. The City will not pay additionally for parking expenses.
• Receipts are required for reimbursement.
Airfare
Airfare is reimbursable when the vendor’s place of business, or their employee’s home, is more than 250 miles away from Santa Cruz.
• Airfare must be lowest available coach class fare. Flights may be non-stop. • Airfare must be booked as far in advance as is practical. • Fees for one piece of checked luggage (and any equipment necessary for the work being done) will be reimbursed.
• Extra charges for seat assignments, refundable tickets, travel insurance/protection, and similar fees are not reimbursable.
• If the City cancels the need for travel and the ticket cannot be changed or refunded, the ticket cost will be reimbursable.
• Receipts are required for reimbursement.
Lodging
Lodging is reimbursable when the vendor must work on site for two or more consecutive days and the vendor’s place of business, or their employee’s home, is more than 60 miles away from Santa Cruz.
• Lodging is reimbursed up to the current GSA rate by county (www.gsa.gov/travel). • Costs for hotel rooms above this rate are the responsibility of the traveler. • Receipts are required for reimbursement.
General
1. Travel expenses not listed above will not be reimbursed.
2. Travel reimbursements are paid after the completion of travel. There are no travel advances.
3. Exceptions to any of the above requirements require advance written permission from the Department Head of the department contracting with the vendor.
4. Tips and gratuities will not be reimbursed.
5. Alcoholic beverage purchases will not be reimbursed.
6. Vendors will exercise prudence in incurring reimbursable expenses.
7. The City of Santa Cruz has the sole discretion to deny any proposed reimbursable expense the City has determined to be excessive, unethical, non-responsible, or an inappropriate use of public funds.
10. Mechanic’s Liens. Vendor shall timely pay all claims for labor and/or materials furnished to Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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or for Vendor relating to this contract. Vendor shall not create, permit, or suffer any mechanic’s or materialmen’s liens of any kind or nature to be enforced against the City for any such work or activities performed. Vendor shall indemnify, defend and hold harmless the City from and against any and all liens, claims, demands, liabilities, costs and/or expenses of whatever kind or nature in any way connected with or growing out of such work done, labor performed and/or materials furnished. In the event any such liens shall be filed against the City, Vendor shall cause the same to be paid, discharged, released and satisfied within a commercially reasonable time, not to exceed five (5) business days from the date the same were recorded in the office of the applicable County Recorder. City shall have the right to post notices of non-responsibility on all or any part of any affected City property.
11. Governing Law: The contract will be construed and interpreted according to the laws of the State of California.
12. Assignment: The City reserves the right to cancel this contract if the contract is assigned without written consent of the City.
13. Subcontractors: Subcontracting of work without prior approval of the City, may result in contract termination. If at any time, the City determines any subcontractor is incompetent or undesirable, Vendor will be notified and will be expected to immediately cancel the subcontract.
14. Contract Modifications: All changes to this contract will be approved in writing signed by both parties through an amendment to the contract.
15. Termination of Contract: The City or the Vendor may terminate the contract for convenience by providing written notice to the other party not less than 30 calendar days prior to an effective termination date.
The City or Vendor may terminate the contract for material breach of contract by providing written notice to the other party not less than 14 calendar days prior to an effective termination date.
Upon notice of termination, the Vendor will immediately take action not to incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. The City’s only obligation to the Vendor will be just and equitable payment for materials and/or services authorized by, and received to the satisfaction of, the City up to and including the effective date of termination. All finished or unfinished materials, supplies, goods, or documents procured or produced under the contract will become property of the City upon the termination date. The City reserves the right to purchase or obtain the supplies or services elsewhere, and the defaulting vendor will be liable for the difference between the prices set forth in the terminated order and the actual cost to the City. In no event will the City be liable for any loss of profits on the resulting order or portion thereof so terminated.
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under the contract. Termination of the contract pursuant to this paragraph may not relieve the Vendor of any liability to City for damages sustained by City because of any breach of contract by Vendor, and City may withhold any payments to Vendor for the purpose of set-off until such time as the exact amount of damages due City from Vendor is determined.
The rights and remedies provided in this section will not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.
16. Safety: All service(s) and item(s) provided will comply with applicable safety laws, regulations, and standards. Vendor will provide proof of compliance, if requested by the City. a. Vendor will make available a list of hazardous chemicals and applicable Safety Data Sheets prior to bringing those chemicals on City property or using them on behalf of the City. All hazardous substances and chemicals brought onto the premises must be labeled as required by the Hazard Communication Standard. Vendor is required to maintain copies (on site) of the SDS of the hazardous substances or chemicals they will use throughout the work place. No hazardous materials or chemicals will be introduced into the workplace by the vendor unless approved in advance by the City. The City reserves the right to deny use of any hazardous substance or chemical that the City deems harmful and may affect City employees and/or members of the public. b. Any precautions and/or protective measures to minimize the possibility of exposure will be communicated by the Vendor to the City and from there to City employees. c. Upon request, Vendor will provide records of their Hazard Communication Training Program.
d. All accidents, chemical spills, fires, accidents, property damage, etc., no matter how small, must be reported to the City immediately for investigation and documentation. e. Vendor must immediately notify the City in the event of an emergency and indicate what assistance is required.
17. Force Majeure: Neither party will be held responsible for delay or default caused by declared emergencies, natural disasters, or any other cause which is beyond the party's reasonable control. Vendor will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this agreement.
The City reserves the right to obtain the item(s) covered by this contract from another source during any on-going suspension of service due to the circumstances outlined above.
18. Equal Employment Opportunity/Non-Discrimination: City’s policies promote a working environment free from abusive conduct, discrimination, harassment, and retaliation; and require equal opportunity in employment for all regardless of race, religious creed (including religious dress and grooming practices), color, national origin (including language use restrictions), ancestry, religion, disability (mental and physical), medical condition, sex, gender (including gender identity and gender expression), physical characteristics, marital Docusign Envelope ID: 59EB46F8-D4FD-4A2A-8CF0-4E49DF1340D4
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status, age, sexual orientation, genetic information (including family health history and genetic test results), organizational affiliation, and military or and veteran status, or any other consideration made unlawful by local, State or Federal law. City requires Consultant to be in compliance with all applicable Federal and State and local equal employment opportunity acts, laws, and regulations and Consultant is responsible for ensuring that effective policies and procedures concerning the prevention of abusive conduct, discrimination, harassment, and retaliation exist in Consultant’s business organization. The City’s current Equal Employment Opportunity and Non-Discrimination policies to which this Section applies may be viewed at
http://www.codepublishing.com/CA/SantaCruz/?SantaCruz09/SantaCruz0983.html and http://www.codepublishing.com/CA/SantaCruz/?SantaCruz09/SantaCruz0983.html.
Copies are available upon request from the City’s Purchasing Division.
19. Attorneys’ Fees. If any action at law or in equity is brought to enforce or interpret the provisions of this contract, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief.
20. Severability. The unenforceability, invalidity or illegality of any provision(s) of this contract shall not render the other provisions unenforceable, invalid or illegal.
21. MacBride Principles and the Peace Charter. City of Santa Cruz Resolution NS-19,378 (7/24/90) encourages all companies doing business in Northern Ireland to abide by the MacBride Principles and Peace Charter.
22. Vendor Not An Agent. Vendor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent.
23. Contract Interpretation. Vendor acknowledges that it has reviewed this contract and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this contract.
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EXHIBIT C
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-0172 Exhibit C
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-0172 Exhibit C
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EXHIBIT D
VENDOR’S PROPOSAL
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D
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D
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YELLOW FIELD is AWARDED BID
LOCAL PREFERENCE OF 2% APPLED TO
Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure PICKED UP PRICE Graniterock with 2% Discount PICKED UP PRICE PICKED UP PRICE 1 3/4" Class 2 Base-Virgin [*] - price for the city to
pick up the product. 1 ton $38.25 $37.49 $21.60 $ 23.40 2 3/4" Class 2 Base-Recycled [*] - price for the city to pick up the product. 1 ton $32.75 $32.10 $16.80 $ 18.20 3 Subbase (3/4" Class 4 Base) [*] - price for the city to pick up the product. 1 ton $31.50 $30.87 $19.20 $ 20.80 4 1-1/2" Class 2 Base [*] - price for the city to pick up the product. 1 ton $42.00 $41.16 $50.00 No Bid
5 Concrete Mix [*] - price for the city to pick up the
product. 1 ton $58.00 $56.84 $37.80 $ 40.95
6 1-1/2" x 3/4" Unwashed Drain Rock [*] - price for
the city to pick up the product. 1 ton $51.75 $50.72 $30.00 $ 32.50 7 1-1/2' x 3/4" Washed Drain Rock [*] - price for the
city to pick up the product. 1 ton $51.75 $50.72 $34.80 $ 37.70 8 3/4" x 1/2" Washed Drain Rock [*] - price for the
city to pick up the product. 1 ton $50.75 $49.74 $37.20 $ 40.30 9 Washed Sand [*] - price for the city to pick up the
product. 1 ton $55.75 $54.64 $34.80 $ 37.70
Graniterock company Local Preference Discount Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure DELIVERED PRICE Graniterock with 2% Discount DELIVERED PRICE DELIVERED PRICE 10 3/4" Class 2 Base-Virgin [*] - price to deliver to the city. 1 ton $62.25 $61.01 No Bid $ 37.50
11 3/4" Class 2 Base-Recycled [*]- price to deliver to
the city. 1 ton $56.90 $55.76 No Bid $ 34.75
12 Subbase (3/4" Class 4 Base) [*] - price to deliver to the city. 1 ton $55.55 $54.44 No Bid $ 37.45
13 1-1/2" Class 2 Base [*]- price to deliver to the city. 1 ton $66.25 $64.93 No Bid No Bid 14 Concrete Mix [*]- price to deliver to the city. 1 ton $82.10 $80.46 No Bid $ 54.25 15 1-1/2" x 3/4" Unwashed Drain Rock [*]- price to
deliver to the city. 1 ton $75.80 $74.28 No Bid $ 47.95 16 1-1/2' x 3/4" Washed Drain Rock [*]- price to deliver to the city. 1 ton $75.80 $74.28 No Bid $ 53.50
17 3/4" x 1/2" Washed Drain Rock [*]- price to deliver
to the city. 1 ton $75.80 $74.28 No Bid $ 55.65
18 Washed Sand [*]- price to deliver to the city. 1 ton $79.80 $78.20 No Bid $ 54.30 19 Short Load Charge - Vendor should list any
additional charge associated with a delivery that is
less than a full truckload (LTL) if applicable. (not
included in basis of award) 1 each $330.00 $323.40 No Bid $ 500.00 Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure PICKED UP PRICE Graniterock with 2% Discount PICKED UP PRICE PICKED UP PRICE 20 1/2" Asphalt (medium or coarse) [*]- price for the
city to pick up the product 1 ton $183.00 $179.34 $124.20 $ 134.55 21 1/2" Asphalt (fine)- [*] price for the city to pick up the product 1 ton $187.50 $183.75 $124.20 $ 134.55
22 3/8" Asphalt (fine or medium) [*]- price for the city to pick up the product 1 ton $187.50 $183.75 $127.20 $ 137.80 23 3/4"Asphalt (fine, medium or coarse) [*] price for
the city to pick up the product 1 ton $183.00 $179.34 $126.00 $ 136.50 24 SC250 (Cold Mix) [*]- price for the city to pick up
the product 1 ton $220.00 $215.60 $136.80 $ 148.20
25 Berm Mix [*] - price for the city to pick up the
product 1 ton $187.50 $183.75 $129.60 $ 140.40
26 product 1 ton $187.50 $183.75 $129.62 $ 140.40
Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure DELIVERED PRICE Graniterock with 2% Discount DELIVERED PRICE DELIVERED PRICE 27 1/2" Asphalt (medium or coarse) [*] - price to
deliver to the city. 1 ton $213.80 $209.52 No Bid $ 164.50 28 1/2" Asphalt (fine) [*] - price to deliver to the city. 1 ton $218.30 $213.93 No Bid $ 168.75 29 3/8" Asphalt (fine or medium) [*] - price to deliver to the city. 1 ton $218.30 $213.93 No Bid $ 164.50
30 3/4"Asphalt (fine, medium or coarse) [*] - price to
deliver to the city. 1 ton $213.80 $209.52 No Bid $ 163.75 31 SC250 (Cold Mix) [*] - price to deliver to the city. 1 ton $250.80 $245.78 No Bid $ 169.75 32 Berm Mix [*] - price to deliver to the city. 1 ton $218.30 $213.93 No Bid $ 169.75 33 Sand Mix [*] - price to deliver to the city. 1 ton $218.30 $213.93 No Bid $ 167.45 34 Short Load Charge - Vendor should list any
additional charge associated with a delivery that is
less than a full truckload (LTL) if applicable. (not
included in basis of award) 1 each $400.00 $392.00 No Bid $ 800.00 Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure PICKED UP PRICE Graniterock with 2% Discount PICKED UP PRICE PICKED UP PRICE 35 1/2"x3/8" Washed Drain Rock [*] price for the city
to pick up the product 1 ton $64.75 $63.46 No Bid $ 61.10 36 1/4"x #10 Crushed [*] price for the city to pick up
the product 1 ton $64.75 $63.46 No Bid $ 46.61
37 3/8"x #4 Crushed [*] price for the city to pick up the product 1 ton $64.75 $63.46 No Bid $ 35.10
38 Gabion Rock (3"x5' or 5"x10") [*] price for the city to pick up the product 1 ton $67.25 $65.91 $42.00 $ 45.50 39 Permeable CL 1 Type A [*] price for the city to pick up the product 1 ton $67.25 $65.91 $33.60 $ 36.40
40 Other Permeable Materials (1B,2,3) [*] price for the city to pick up the product 1 ton $67.25 $65.91 $42.00 $ 45.50 41 Fill Sand [*] price for the city to pick up the product 1 ton $36.00 $35.28 No Bid $ 28.60 42 Marina Fill Sand [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
43 Cyclone Sand (Very Fine) [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
44 Engineered Fill (6" Minus) [*] price for the city to pick up the product 1 ton $67.25 $65.91 No Bid $ 26.00
45 Recycled Sand [*] price for the city to pick up the
product 1 ton $24.00 $23.52 No Bid $ 15.60
Table #1 Required Aggregate Materials - Picked Up Price Table #2 Required Aggregate Materials - Delivered Price Table #3 Required Asphalt Products - Picked Up Price
Table #4 Required Asphalt Products - Delivered Price
Table #5 Supplemental Aggregates - Picked Up Price
15.133
46 Select Decomposed Granite (Fill) [*] price for the
city to pick up the product 1 ton $23.00 $22.54 No Bid No Bid 47 Coarse Bank Run [*] price for the city to pick up the product 1 ton $64.75 $63.46 $38.40 No Bid
48 Track Fines [*] price for the city to pick up the 1 ton $45.50 $44.59 $34.80 $ 37.50 49 Granite Fines [*] price for the city to pick up the
product 1 ton $45.50 $44.59 No Bid $ 42.25
50 Top Dressing Sand [*] price for the city to pick up
the product 1 ton $60.00 $58.80 No Bid No Bid
51 Bunker Sand [*] V price for the city to pick up the
product 1 ton $60.00 $58.80 No Bid No Bid
52 1-1/2"x3/4" Gold Agg [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
53 1/4"x #10 Gold Agg [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
54 3/8"x #4 Gold Agg [*] price for the city to pick up
the product 1 ton No Bid #VALUE! No Bid $ 68.90
55 1/2"x 3/8" Gold Agg [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid $ 68.90
56 3/4"x 1/2" Gold Agg [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid $ 68.90
57 Gold Path Base [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
58 Gold Path Fines [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid $ 68.90
59 Gold Track Fines [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
60 Gold Wall Rock (6" - 18") [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
61 Gold Accent Boulders [*] price for the city to pick up the product 1 ton No Bid #VALUE! No Bid No Bid
62 Slope/Shore Protection (Riprap) [*] price for the city to pick up the product 1 ton $275.00 $269.50 No Bid $ 143.00 63 Granitepatch, 50 lb [*] price for the city to pick up the product 1 bag $30.00 $29.40 No Bid $ 29.58
64 Fast Set Concrete [*] price for the city to pick up the product 1 bag $11.00 $10.78 No Bid No Bid
65 Sack Sand Slurry [*] price for the city to pick up the product 1 yard $262.00 $256.76 No Bid No Bid
66 1/2" 6.48 Sack Mix [*] price for the city to pick up the product 1 yard $262.00 $256.76 No Bid No Bid
67 1/2" Pump Mix [*] price for the city to pick up the
product 1 yard $262.00 $256.76 No Bid No Bid
68 3/8" 6 Sack Mix [*] price for the city to pick up the product 1 yard $262.00 $256.76 No Bid No Bid
69 3/4" 5.5 Sack Mix [*] price for the city to pick up the product 1 yard $258.00 $252.84 No Bid No Bid
70 3/4" 6 Sack Mix [*] price for the city to pick up the product 1 yard $262.00 $256.76 No Bid No Bid
Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure DELIVERED PRICE Graniterock with 2% Discount DELIVERED PRICE DELIVERED PRICE 71 1/2"x3/8" Washed Drain Rock [*] - price to deliver
to the city. 1 ton $88.75 $86.98 No Bid $ 87.50
72 1/4"x #10 Crushed [*] - price to deliver to the city. 1 ton $88.75 $86.98 No Bid $ 73.23 73 3/8"x #4 Crushed [*] - price to deliver to the city. 1 ton $88.75 $86.98 No Bid $ 64.95 74 Gabion Rock (3"x5' or 5"x10") [*] - price to deliver to the city. 1 ton $91.25 $89.43 No Bid $ 91.99
75 Permeable CL 1 Type A [*] - price to deliver to the 1 ton $91.25 $89.43 No Bid $ 87.99 76 Other Permeable Materials (1B,2,3) [*] - price to
deliver to the city. 1 ton $91.25 $89.43 No Bid $ 89.50 77 Fill Sand [*] - price to deliver to the city. 1 ton $60.00 $58.80 No Bid $ 64.25 78 Marina Fill Sand [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid $ 64.95 79 Cyclone Sand (Very Fine) [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid No Bid
80 Engineered Fill (6" Minus) [*] - price to deliver to the city. 1 ton $91.25 $89.43 No Bid $ 55.50
81 Recycled Sand- price to deliver to the city. 1 ton $51.00 $49.98 No Bid $ 49.99 82 Select Decomposed Granite (Fill) [*] - price to
deliver to the city. 1 ton $47.00 $46.06 No Bid No Bid
83 Coarse Bank Run [*] - price to deliver to the city. 1 ton $88.75 $86.98 No Bid No Bid 84 Track Fines [*] - price to deliver to the city. 1 ton $69.50 $68.11 No Bid $ 73.25 85 Granite Fines [*] - price to deliver to the city. 1 ton $69.50 $68.11 No Bid $ 73.25 86 Top Dressing Sand [*] - price to deliver to the city. 1 ton $84.00 $82.32 No Bid No Bid 87 Bunker Sand [*] - price to deliver to the city. 1 ton $84.00 $82.32 No Bid No Bid 88 1-1/2"x3/4" Gold Agg [*] - price to deliver to the 1 ton No Bid #VALUE! No Bid No Bid 89 1/4"x #10 Gold Agg [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid No Bid 90 3/8"x #4 Gold Agg [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid $ 98.50 91 1/2"x 3/8" Gold Agg [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid $ 98.50 92 3/4"x 1/2" Gold Agg [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid $ 98.50 93 Gold Path Base [*] - price to deliver to the city. 1 ton $79.45 $77.86 No Bid No Bid 94 Gold Path Fines [*] - price to deliver to the city. 1 ton $88.40 $86.63 No Bid $ 98.50 95 Gold Track Fines [*] - price to deliver to the city. 1 ton $88.40 $86.63 No Bid No Bid 96 Gold Wall Rock (6" - 18") [*] - price to deliver to the city. 1 ton No Bid #VALUE! No Bid No Bid
97 Gold Accent Boulders [*] - price to deliver to the 1 ton No Bid #VALUE! No Bid No Bid 98 Slope/Shore Protection (Riprap) [*] - price to deliver to the city. 1 ton $325.40 $318.89 No Bid $ 171.00
99 Granitepatch, 50 lb [*] - price to deliver to the city. 1 bag $31.00 $30.38 No Bid No Bid 100 Fast Set Concrete [*] - price to deliver to the city. 1 bag $12.85 $12.59 No Bid No Bid 101 Sack Sand Slurry [*] - price to deliver to the city. 1 yard $262.00 $256.76 No Bid $ 241.80 102 1/2" 6.48 Sack Mix [*] - price to deliver to the city. 1 yard $262.00 $256.76 No Bid $ 273.00 103 1/2" Pump Mix [*] - price to deliver to the city. 1 yard $262.00 $256.76 No Bid $ 270.40 104 3/8" 6 Sack Mix [*] - price to deliver to the city. 1 yard $262.00 $256.76 No Bid $ 270.40 105 3/4" 5.5 Sack Mix [*] - price to deliver to the city. 1 yard $258.00 $252.84 No Bid $ 265.20 106 3/4" 6 Sack Mix [*] - price to deliver to the city. 1 yard $262.00 $256.76 No Bid $ 270.40 107
Short Load Charge - Vendor should list any
additional charge associated with a delivery that is
less than a full truckload (LTL) if applicable. 1 each $650.00 $637.00 No Bid $ 500.00 Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure PICKED UP PRICE Graniterock with 2% Discount PICKED UP PRICE PICKED UP PRICE 108
RS1 Oil (100 gallons or more) [*] price for the city to pick up the product 1 Gallon $14.35 $14.06 No Bid $ 8.45 Table #6 Supplemental Aggregates - Delivered Price
Table 7 Supplemental Bitumen and Emulsion - Picked Up Price
15.134
109
RS1 Oil (50-99 gallons) [*] price for the city to pick
up the product 1 Gallon $14.35 $14.06 No Bid $ 8.78
110
RS1 Oil (49 gallons or less) [*] price for the city to
pick up the product 1 Gallon $14.35 $14.06 No Bid $ 9.10 111
SS1 Oil (50 gallons or more) [*] price for the city to
pick up the product 1 Gallon $14.35 $14.06 No Bid $ 14.95 112
SS1 Oil (49 gallons or less) [*] price for the city to
pick up the product 1 Gallon $14.35 $14.06 No Bid $ 14.95 Graniterock company Local Preference Applied Green Dream Internation Rapid Trans LLC Line Item Description Quantity Unit of Measure DELIVERED PRICE Graniterock with 2% Discount DELIVERED PRICE DELIVERED PRICE 113
RS1 Oil (100 gallons or more) [*] - price to deliver to the city. 1 Gallon No Bid No Bid $7.80 No Bid
114 RS1 Oil (50-99 gallons) [*] - price to deliver to the 1 Gallon No Bid No Bid $8.10 No Bid 115
RS1 Oil (49 gallons or less) [*] - price to deliver to
the city. 1 Gallon No Bid No Bid $8.40 No Bid
116
SS1 Oil (50 gallons or more) [*] - price to deliver to
the city. 1 Gallon No Bid No Bid No Bid No Bid
117
SS1 Oil (49 gallons or less) [*] - price to deliver to
the city. 1 Gallon No Bid No Bid No Bid No Bid
Table 8 Supplemental Bitumen and Emulsion - Delivered Price
15.135
City Council
AGENDA REPORT
DATE: 03/06/2025
AGENDA OF: 03/25/2025
DEPARTMENT: Finance
SUBJECT: Liability Claims Filed Against the City of Santa Cruz (FN) LOCATION: None
RECOMMENDATION: Motion to reject the liability claims of 1) Staci Pagaling, 2) Francis David Magnuson, and 3) John Clifford Edwards, based on staff recommendation.
BACKGROUND: N/A
DISCUSSION: Claims to be rejected:
1. Claimant: Staci Pagaling
Date of occurrence: 8/19/2024
Date of claim: 2/14/2025
Amount of claim: $35,000.00
Claimant seeks reimbursement for damages resulting from an alleged trip and fall on a sidewalk.
Represented by Legal Counsel
2. Claimant: Francis David Magnuson
Date of occurrence: 1/8/2025
Date of claim: 2/20/2025
Amount of claim: $8,800.00
Claimant seeks compensation for damages allegedly resulting from Police action.
Self-Represented
16.1 3. Claimant: John Clifford Edwards
Date of occurrence: 2/10/2025
Date of claim:2/25/2025
Amount of claim: $9,354.19
Claimant seeks reimbursement for alleged damage to vehicle in the unincorporated area of Santa Cruz County.
Self-Represented
CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) DETERMINATION: N/A HEALTH IN ALL POLICIES (HiAP): N/A
FISCAL IMPACT:
1. The recommendation in this report impacts the General Fund: No
2. This recommendation requires a budget adjustment: No
3. The recommendation creates an on-going expenditure commitment: No FISCAL IMPACT DESCRIPTION: No fiscal impact.
Prepared By:
Ross Brandon
Risk & Safety Manager
Submitted By:
Elizabeth Cabell
Finance Director
Approved By:
Matt Huffaker
City Manager
ATTACHMENTS:
None.
16.2 City Council
AGENDA REPORT
DATE: 03/20/2025
AGENDA OF: 03/25/2025
DEPARTMENT: Planning and Community Development
SUBJECT: Annual Housing Element and General Plan Progress Report (PL) LOCATION: Citywide
RECOMMENDATION: Motion to accept the 2024 General Plan and Housing Element Annual Progress Reports, and direct staff to submit the reports to the Governor’s Office of Planning and Research and the California Department of Housing and Community Development.
BACKGROUND: The State of California Government Code Section 65400 requires cities and counties to report annually to the Governor’s Office of Planning and Research (OPR) and the California Department of Housing and Community Development (HCD) regarding their progress toward implementing their General Plans and, in a separate report, the Housing Element portion of the General Plan. Reporting on Housing Element progress has expanded since 2018 to include reporting each stage of development applications, including both planning permit applications (entitlements) and building permit applications, differentiating between ministerial and discretionary projects, and identifying projects proposed with certain state streamlining provisions. The Annual Housing Element Report is submitted on an Excel form provided by HCD. There is no specific format required for the annual General Plan report, merely that it be a report on the status of the General Plan and an update on its implementation, with a few specific items of information noted below.
The purpose of this informational item is to present the attached 2024 Housing Element Annual Progress Report and 2024 General Plan Annual Progress Report to the City Council prior to submittal to OPR and HCD as required by State law.
DISCUSSION:
2024 Housing Element Annual Progress Report
Regional Housing Needs Allocation
The State of California and the regional Council of Governments, the Association of Monterey Bay Area Governments (AMBAG), use the Regional Housing Needs Allocation (RHNA) process to aid jurisdictions in making land use designation decisions that will accommodate estimates of future statewide growth and housing need.
17.1 The RHNA reporting cycles are eight years in length, and AMBAG’s current, 6th cycle runs from June 30, 2023 to December 15, 2031. For the 6th Cycle, the City of Santa Cruz has been allocated 3,736 housing units, and this minimum number of units is broken down by four required affordability levels based on Area Median Income (AMI) calculations: Very Low Income (VLI), Low Income (LI), Moderate Income, and Above Moderate Income. The Housing Element must identify “adequate sites” to accommodate these minimum housing targets. The City is also required to develop objectives such as programs, policies, and appropriate zoning to incentivize this growth. The City’s 2023-2031 Housing Element was certified by HCD in December 2023, confirming that it meets these requirements.
HCD Reporting
The 2024 Housing Element Report utilizes the format provided by HCD to provide information and updates on the following items:
A Summary table populated with data from Tables A, A2, C, and C (described below) Residential projects with a Planning entitlement application deemed complete in 2024, or if no Planning entitlements is required, with a building permit application submitted in 2024 (Table A);
Residential projects with entitlements approved during 2024 (Table A2); Residential building permits issued during 2024 (Table A2); Residential building permits for projects that have completed construction and obtained final inspection approval from the City during 2024 (Table A2); Number of and affordability level of units within all of the above categories (Tables A and A2);
Whether any projects or permits included a density bonus (Tables A and A2) Whether any projects or permits were approved utilizing SB9, AB2011, SB6, or SB423 streamlining (Tables A and A2);
Annual progress on meeting the jurisdiction’s RHNA (Table B); The progress on rezoning of properties required to meet a jurisdiction’s RHNA or to accommodate housing potential lost by downzoning other properties (Table C, not needed by Santa Cruz in 2024);
Progress toward implementing Housing Element policies and objectives (Table D); Commercial density bonus projects where a commercial developer partners with an affordable housing developer to provide a mixed-use project (Table E, not needed by Santa Cruz in 2023);
Affordable projects that were substantially rehabilitated or received assistance in exchange for extending affordability requirements (Table F, this table is optional); Above Moderate-Income units that were converted to Moderate-Income units (Table F2); Locally owned lands listed on the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of (Table G);
Locally owned surplus sites (Table H);
Student housing projects with special student housing density bonus (Table J, the City had no applications for this type of density bonus in 2024); A link to the webpage with information on the City’s tenant preference policy (Table K); and
An update on the City’s Local Early Action Planning (LEAP) grant activities (LEAP Reporting table).
17.2 Some of these items, such as the progress on rezoning, commercial density bonus projects, and disposal of locally owned lands on the Housing Element Sites Inventory, are not applicable to the City’s reporting. In these instances, there is either nothing to report or these categories do not apply (there are no current commercial density bonus projects, the City did not need to rezone any properties to meet the RHNA targets, and the City did not dispose of any City-owned properties listed on the Housing Element Sites Inventory).
RHNA Targets and Building Permits Issued in 2024
New homes that count toward achieving minimum RHNA targets are based upon building permits issued rather than building permits for projects that have completed construction and obtained final inspection approval from the City. Because of this distinction, the numbers found in this report may vary from those found in the Housing Element, those indicated in reports submitted to the State Department of Finance, and those generally used by the City to track housing development. Reviewing other reporting requirements, such as the number of residential units receiving Planning approvals (i.e., entitlements) and the number of residential units that have completed construction and obtained final inspection approval from the City during 2024, provides a more complete picture of the City’s progress towards meeting its housing goals.
However, any projects that did not submit or receive approval, issuance, or occupancy permits within calendar year 2024 do not appear in the 2024 Annual Progress Report.
Jurisdictions that meet or exceed their RHNA totals in all income categories by the end of the RHNA cycle are not subject to Senate Bill (SB) 423 (an extension of SB 35 that also now covers sites within the Coastal Zone) for the following four years. SB 423 allows for ministerial approvals of development projects with 1) no discretion on the part of the City to deny projects that meet objective standards and 2) no California Environmental Quality Act review. Four years into the current RHNA cycle, jurisdictions will be reevaluated to determine whether they have met their pro-rated share of RHNA targets. For the mid-cycle review, the jurisdiction must meet half the RHNA target numbers for each income category to be exempt from SB 423. If a jurisdiction has met half of its Above Moderate allocation but has not met half the allocation for Low-Income (LI) and Very-Low-Income (VLI) units, projects with at least 50 percent affordable units may apply for SB 423 processing. If the jurisdiction has not met the Above-Moderate allocation, any project that includes 10 percent affordable units or the jurisdiction’s inclusionary requirement, whichever is higher, may apply for SB 423 processing. Both SB 423, and its predecessor, SB 35, have specific criteria that must be met for projects or sites to be eligible.
The City achieved its RHNA targets for all levels of affordability for the 2016-2023 cycle in the first half of 2023. This means that the City is not subject to SB 35 or SB 423 for the first four years of the current cycle, 2024 through 2027.
In addition, because the City met its target in the first half of 2023 and prior to the end of the 5th RHNA cycle on December 31, 2023, state law allows the City to count building permits issued for new housing after June 30, 2023 toward the current, 6th RHNA cycle. The following table shows the units issued building permits from June 30, 2023 to December 31, 2023 and each of the following years by affordability that count toward the 6th RHNA cycle. Note that the report tracks Extremely Low Income (ELI) units but currently still tabulates them under the VLI total for RHNA totals.
17.3 The City issued building permits for 653 units in 2024, though 99 of those are not eligible for inclusion in the table above due to their use being exclusively for students, as discussed more below. While UCSC student dormitories constructed on campus last year are also not eligible, 120 student-family housing units permitted on-campus UCSC are included in the above table.
Of the 554 eligible units for which building permits were issued in 2024, 530 units were from larger projects (128-unit 902 Pacific Ave. (Pacific Station North), 62-unit 100-400 Ingalls Alley, 121-unit 119 Coral St., and 120-unit Student Housing West at UCSC). ADUs and Junior Accessory Dwelling Units (JADUs) made up most of the remaining permits issued, with 106 in 2024. Since 2020, ADU construction has been increasing steadily, with 2024’s 106 ADUs being the most ADU permits the City has issued in any single year. This may, in part, be related to changes in State law that loosened ADU development standards, lifted the owner-occupancy requirement for ADUs, allowed JADUs in addition to ADUs, and permitted ADUs in multifamily projects. It may also be related, at least partially, to the COVID-19 pandemic, during which many people were working from home and reconfigured their live/work spaces to better suit their new lifestyle needs.
The report identifies several units as meeting an affordability category without a deed restriction, including most ADUs, the permanent supportive housing project at 119 Coral Street, the Student Housing West project at UCSC, and some of the units in the 100-400 Ingalls Alley project. Each of those is discussed below in more detail.
The 2023-2031 Housing Element followed the Association of Bay Area Governments (ABAG) Using ADUs to Satisfy RHNA Technical Memo and recent survey data from ADU owners within the city to develop affordability assumptions for ADUs constructed within the city. Based on this methodology, ADUs with permits issued during the 6th RHNA cycle are assumed to have the following affordability level breakdown: 50% Low Income, 40% Moderate, and 10% Above Moderate.
Income Level RHNA
Allocation
2023
(July –
Dec)
2024 202
5 2026 2027 2028 2029 2030 2031 Total
Units
Deed
Restricted 0 90
Extremely/
Very Low
Non-Deed
Restricted
859
0 120
210
Deed
Restricted 0 43
Low
Non-Deed
Restricted
562
31 173
247
Deed
Restricted 0 0
Moderate
Non-Deed
Restricted
709
6 54
60 Above
Moderate 1,606 12 74 86
Total RHNA 3,736
Total Units 49 554 603
17.4 The permanent supportive housing project at 119 Coral Street has 120 units deed restricted at the Low Income Level. However, based on project funding and associated rent subsidies, the project is intended to provide 85 units at the ELI level and 35 units at the VLI level.
The 120-unit Student Housing West student family housing project at UCSC will have estimated rents of $2,500 per month for each two-bedroom unit. Using the standard assumption correlating a two-bedroom unit with a three-person household, the rent for these units falls within the middle of the range of rents that would be restricted for a three-person Low Income household. The annual report therefore categorizes all 120 units at the non-deed restricted Low-Income level.
Finally, the 62-unit building that will house UCSC faculty at 400 Ingalls Alley includes seven deed-restricted inclusionary units at the Low Income level, and a side letter between the City and University memorializes 12 more of the units at the Moderate Income level. It should also be noted that the Ingalls Alley project contains two additional buildings that will provide 99 units of student housing. These units are not included in the annual report, as the state does not allow housing intended solely for students to be counted toward a jurisdiction’s RHNA goal.
Overall, the RHNA would call for 467 units to start construction each year over the next eight years, and the City’s total number of permits issued currently exceeds that amount. However, looking more closely, while building permits issued so far in the 6th RHNA cycle are on track to meet the allocations in the Very Low Income and Low Income categories, they are behind in the Moderate Income category (60 permits have been issued whereas 89 per year would be on track) and the Above Moderate Income category (86 permits have been issued whereas 201 per year would be on track). Several larger projects in the development pipeline that are under review or have received entitlements, as well as new permits for ADUs, will help boost these numbers as they obtain building permits in the next few years.
Pipeline Projects
There continue to be many new applications for housing development in the pipeline. As detailed in Table A of the attached 2024 Housing Element Annual Progress Report, applicants submitted complete applications for entitlements or, if entitlements were not required, applications for building permits for 375 units in 2024 (although down from 728 units in 2022 and 808 units in 2023). These new projects include the 38-unit affordable project at 850 Almar Avenue, the 100- unit school district project at 313 Swift Street, the revised 35-unit project at 150 Felker Street, and the 51-unit project at 136 River Street, as well as 122 ADUs and several single-family homes. Several additional significant projects are in the development pipeline but were not listed in the Annual Progress Report because events tracked by the report did not take place in 2024 in that these projects received entitlements prior to 2024 but had not yet obtained a building permit by the end of 2024. These projects will add 834 additional dwelling units to the City’s housing stock, including the upcoming 124-unit Downtown Library mixed use project and the 83-unit 100% affordable project at 915-923 Water Street.
2024 General Plan Annual Progress Report
As noted earlier, the State does not dictate the format for the General Plan Annual Progress Report but recommends that certain topics be covered, including General Plan updates, Zoning
17.5 Ordinance amendments, a review of major development projects, what the jurisdiction has done to promote infill development, and intergovernmental coordination. These topics are covered in the beginning section of the attached 2024 General Plan Annual Progress Report.
The second portion of Annual Progress Report is an overview of key General Plan implementation efforts in 2024. Chapter 11 of General Plan 2030 identifies implementation tasks by City department. Planning staff periodically meets with City departments to monitor and discuss implementation plans and progress. Updates on key projects and programs are included in the “Selected Key Projects and Programs” section of the attached report.
CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) DETERMINATION: The items before Council are informational and do not constitute a project under CEQA.
HEALTH IN ALL POLICIES (HiAP): The items before Council are consistent with the Health in All Policies pillars of equity, public health, and sustainabilty in that they track the City’s housing goals for all levels of affordability and help encourage the development of housing at all affordability levels. Providing housing at all levels of affordability promotes equity in that it provides more opportunities for people of various incomes and household sizes to reside in Santa Cruz’s expensive housing market. It promotes public health by striving to house more people, regardless of their income, and it promotes public health by promoting housing in the city limits, where the compact nature of the city encourages active transportation by walking, biking, and public transit. Finally, it promotes sustainability by encouraging housing at a variety of affordability levels in a city that is the job center of the region, so more people can live closer to their place of work, supporting environmental and smart growth goals.
FISCAL IMPACT:
1. The recommendation in this report impacts the General Fund: No
2. This recommendation requires a budget adjustment: No
3. The recommendation creates an on-going expenditure commitment: No FISCAL IMPACT DESCRIPTION: There are no direct fiscal impacts to the General Fund from the transmittal of the Calendar Year 2024 General Plan Annual Progress report or Housing Element Annual Progress Report to OPR and HCD. However, failure to submit these reports would disqualify the City from significant State grant funding opportunities.
Prepared By:
Clara Stanger
Senior Planner
Matthew VanHua, AICP
Principal Planner
Submitted By:
Lee Butler, LEED AP, AICP
Director of Planning and
Community Development
Approved By:
Matt Huffaker
City Manager
ATTACHMENTS:
1. 2024 HOUSING ELEMENT ANNUAL PROGRESS REPORT
2. 2024 GENERAL PLAN ANNUAL PROGRESS REPORT
17.6 Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
v_11_18_24
Click here to add rows to a table. If you add too many rows, you may select a cell in the row you wish to remove and type ctrl + d.
809 Center St Rm. 101
Santa Cruz
95060
Clara
Stanger
Senior Planner
[email protected]
8314205247
Mailing Address
Please Start Here
General Information
2024
Santa Cruz
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.
Annual Progress Report January 2020
17.7 Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information.
The other file will be list of the problematic cells, along with a description of the nature of the error.
Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing. Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.
Optional: This macro identifies dates entered that occurred outside of the reporting year. RHNA credit is only given for building permits issued during the reporting year.
Link to the online system: https://hcd.my.site.com/hcdconnect Toggles formatting that turns cells green/yellow/red based on data validation rules.
Submittal Instructions
Please save your file as Jurisdictionname2024 (no spaces). Example: the city of San Luis Obispo would save their file as SanLuisObispo2024 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:
1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].
2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at [email protected]. Please send the Excel workbook, not a scanned or PDF copy of the tables.
17.8 Jurisdiction Santa Cruz
Reporting Year 2024
Housing Element Planning Period 6th Cycle
Current Year
Deed Restricted 90
Non-Deed
Restricted 120
Deed Restricted 43
Non-Deed
Restricted 173
Deed Restricted 0
Non-Deed
Restricted 54
74 554
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 1 0
Single-family Detached 6 11 12
2 to 4 units per structure 11 5 15
5+ units per structure 338 431 275
Accessory Dwelling Unit 2 106 87
Mobile/Manufactured Home 0 0 0
Total 357 554 389
Infill Housing Developments and Infill Units Permitted # of Projects Units 121 434
1 120
144
377
198
0 0
0 (Jan. 1 - Dec. 31)
12/15/2023 - 12/15/2031
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
Data is auto-populated based on data entered in Tables A, A2, C, and D Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
17.9 Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SB 423 (2023) 0 0
Ministerial and Discretionary Applications # of Applications Units Ministerial 126 133
Discretionary 18 244
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 3 Number of Units in Applications Submitted Requesting a Density Bonus 124 Number of Projects Permitted with a Density Bonus 2
Number of Units in Projects Permitted with a Density Bonus 249 Housing Element Programs Implemented and Sites Rezoned Count 127
0 Cells in grey contain auto-calculation formulas
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 423 Streamlining Permits
17.10 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type Notes
2 3 4 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total PROPOSED
Units by Project
Total
APPROVED
Units by
project
Total
DISAPPROVED
Units by Project
Please select state
streamlining
provision/s the
application was
submitted
pursuant to.
Did the housing
development
application seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were incentives
or concessions
requested
pursuant to
Government
Code section
65915
approved?
Please indicate
the status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 67 0 113 61 12 49 75 377 198 0 002-012-30 1032 WESTERN DR CP24-0001 SFD O 7/15/2024 1 1 1 NONE No N/A Approved Discretionary 002-235-15 133 TOLEDO ST CP24-0015 2 to 4 R 10/31/2024 2 2 2 NONE No N/A Approved Discretionary 003-052-08 850 ALMAR AVE CP24-0047 5+ R 7/24/2024 25 12 1 38 38 NONE Yes Yes Approved Discretionary 010-273-07 1133 EAST CLIFF DR CP24-0066 SFA O 4/30/2024 1 3 4 4 NONE No No Approved Discretionary 010-252-28 247 2ND AVE CP24-0072 SFD O 11/4/2024 1 1 1 NONE No No Approved Discretionary 004-282-31 210 PELTON AVE CP24-0102 ADU R 6/4/2024 1 1 1 NONE No No Approved Discretionary Affordability level assigned based on overall affordability levels 003-161-32 313 SWIFT ST CP24-0104 5+ R 10/31/2024 100 100 NONE No No Pending Discretionary 009-171-21 341 FAIRMOUNT AVE A CP24-0163 ADU R 11/25/2024 1 1 1 NONE No No Approved Discretionary Affordability level assigned based on overall affordability levels 002-631-06 1808 KING ST CP24-0170 2 to 4 R 11/27/2024 1 1 1 NONE No N/A Approved Discretionary 002-234-24 1407 BAY ST CP23-0022 SFD O 4/29/2024 1 1 1 NONE No N/A Approved Discretionary 008-181-23 150 FELKER ST CP24-0151 5+ R 11/12/2024 4 31 35 35 NONE Yes Yes Approved Discretionary 010-281-08 100 ALHAMBRA AVE CP23-0041 SFD O 7/9/2024 1 1 1 NONE No N/A Approved Discretionary 010-252-01 118 MARINE PARADE CP23-0156 SFD R 1/19/2024 2 2 2 NONE No N/A Approved Discretionary 010-252-01 118 MARINE PARADE CP23-0156 SFA R 1/19/2024 2 2 2 NONE No N/A Approved Discretionary 004-191-38 318 WOODROW AVE CP23-0138 SFD O 4/12/2024 1 1 1 NONE No N/A Approved Discretionary 002-042-44 918 WESTERN DR CP23-0028 SFD O 5/13/2024 1 1 1 NONE No N/A Approved Discretionary 010-281-07 1205 EAST CLIFF DR CP23-0149 SFD O 2/16/2024 1 1 1 NONE No N/A Approved Discretionary 008-311-07 136 RIVER ST CP23-0150 5+ R 1/4/2024 38 12 1 51 51 NONE Yes Yes Approved Discretionary 002-631-06 1808 KING ST B24-0125 2 to 4 R 3/14/2024 1 1 1 NONE No N/A Approved Ministerial 001-141-23 113 ESTATES DR B24-0335 ADU R 6/24/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-193-03 1210 KING ST B24-0246 ADU R 4/30/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-211-07 302 OTIS ST B24-0340 ADU R 6/24/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 006-091-23 215 MAJORS ST B24-0013 ADU R 1/17/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-192-30 133 HAMMOND AVE B24-0049 ADU R 2/7/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-042-12 445 MEDER ST B24-0056 ADU R 2/12/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-622-16
114 BALDWIN ST B24-0083
ADU R
2/26/2024
1 1 SB 9 (2021) -
Residential Lot
Split, SB 9
(2021) - Duplex
in SF Zone
No N/A Pending Ministerial
Affordability level assigned based on overall affordability levels 002-622-18
114 BALDWIN ST A B24-0094
ADU R
3/4/2024
1 1 SB 9 (2021) -
Residential Lot
Split, SB 9
(2021) - Duplex
in SF Zone
No N/A Pending Ministerial
Affordability level assigned based on overall affordability levels 002-622-12 130 BALDWIN ST B24-0114 ADU R 3/11/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-124-12 521 PALM ST B24-0154 ADU R 3/28/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-031-20 126 SUNNYSIDE AVE B24-0177 ADU R 4/9/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-172-10 225 BUENA VISTA AVE B24-0188 ADU R 4/12/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 011-151-44 407 SUMNER ST B24-0192 ADU R 4/15/2024 2 2 2 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 006-023-27 215 FRIDLEY DR B24-0231 ADU R 4/25/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-154-01 302 CALIFORNIA AVE B24-0244 ADU R 4/30/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-161-37 203 FAIRMOUNT AVE B24-0245 ADU R 4/30/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-023-27 215 FRIDLEY DR B24-0247 ADU R 4/30/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 006-503-02 513 MAPLE ST B24-0329 ADU R 6/25/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 003-301-23 1110 WEST CLIFF DR B24-0370 ADU R 7/11/2024 2 2 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-271-18 329 MONTEREY ST B24-0377 ADU R 7/16/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-112-10 234 ARROYO SECO B24-0410 ADU R 8/7/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-321-08 102 WESTERN CT B24-0438 ADU R 8/19/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-161-09 1112 ESCALONA DR B24-0607 ADU R 10/18/2024 2 2 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-151-05 235 PEYTON ST B24-0622 ADU R 10/24/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-291-13 214 CALVIN PL B24-0643 ADU R 11/18/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 005-032-14 314 LOCUST ST B24-0734 ADU R 12/9/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-144-37 405 DUFOUR ST B24-0737 ADU R 12/9/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-283-13 320 ROXAS ST B24-0008 ADU R 1/3/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 003-134-03 213 HEATH ST B24-0009 ADU R 1/3/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-341-28 330 PACHECO AVE A B24-0015 ADU R 1/11/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 007-401-20 708 RIVERSIDE AVE B24-0036 ADU R 2/1/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 007-401-20 708 RIVERSIDE AVE B24-0037 ADU R 2/1/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-201-09 416 RIGG ST B24-0041 ADU R 2/1/2024 2 2 2 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 006-181-12 325 LAURENT ST B24-0054 ADU R 2/12/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 005-291-42 831 RIVERSIDE AVE B24-0059 ADU R 2/12/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 007-402-09 141 CLAY ST B24-0069 ADU R 2/15/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-171-13 215 OCEAN VIEW AVE B24-0070 ADU R 2/20/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-214-10 223 MIRAMAR DR B24-0071 ADU R 2/20/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-481-02 675 PROSPECT HTS B24-0073 ADU R 2/21/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-124-23 528 DUFOUR ST B24-0078 ADU R 2/23/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-164-24 610 WOODROW AVE B24-0082 ADU R 2/26/2024 1 1 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-204-03 202 PARK AVE B24-0084 ADU R 2/27/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-043-10 205 TRESCONY ST B24-0085 ADU R 2/27/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 010-152-14 127 CLINTON ST B24-0115 ADU R 3/11/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-161-45 121 FAIRMOUNT AVE B24-0119 ADU R 3/12/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-631-06 1808 KING ST A B24-0126 ADU R 3/14/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 003-201-05 2017 DELAWARE AVE B24-0141 ADU R 3/21/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 011-064-09 1425 BROADWAY B24-0143 ADU R 3/21/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-182-08 145 PLATEAU AVE A B24-0149 ADU R 3/26/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-061-18 419 PROSPECT HTS B24-0152 ADU R 3/27/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-392-14 136 CARL AVE B24-0168 ADU R 4/8/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 003-281-29 136 SWIFT ST B24-0185 ADU R 4/11/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-041-16 120 SADI ST B24-0187 ADU R 4/12/2024 1 1 1 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 008-391-15 121 SOUTH RAPETTA RD B24-0190 ADU R
4/12/2024
1 1 1 NONE No N/A Approved Ministerial
Affordability level assigned based on overall affordability levels 008-391-16 133 SOUTH RAPETTA RD B24-0191 ADU R
4/12/2024
1 1 1 NONE No N/A Approved Ministerial
Affordability level assigned based on overall affordability levels Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted
17.11 009-192-33 114 HARRISON CT B24-0193 ADU
R 4/15/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-064-13 526 S BRANCIFORTE AVE B24-0217 ADUR
4/24/2024
111 NONE No N/A Approved Ministerial
Affordability level assigned based on overall affordability levels 006-142-19 902 WALNUT AVE B24-0219 ADUR 4/24/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 011-071-25 824 HANOVER ST B24-0220 ADUR 4/24/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-142-11 212 LINDEN ST B24-0227 ADUR 4/25/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 010-151-02 510 WINDHAM ST B24-0230 ADUR 4/25/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 006-204-02 423 RIGG ST B24-0240 ADUR 7/11/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 002-311-18 684 MEDER ST B24-0254 ADUR 5/8/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-192-31 108 HARRISON CT B24-0269 ADUR 5/14/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-352-12 209 MARNELL AVE B24-0295 ADUR 5/23/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 007-403-25 417 BARSON ST B24-0311 ADUR 6/10/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 007-403-25 417 BARSON ST B24-0312 ADUR 6/10/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-121-12 123 SHERMAN ST B24-0318 ADUR 6/12/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 003-262-12 2102 WEST CLIFF DR B24-0328 ADUR 6/17/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 008-372-23 255 VISTA BELLA DR B24-0350 ADUR 6/25/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 011-041-19 149 FOREST AVE B24-0351 ADUR 6/25/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-244-02 131 SANTA CRUZ ST B24-0353 ADUR 6/26/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 011-052-26 111 PARK WAY SOUTH B24-0369 ADUR 7/11/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-252-23 236 1ST AVE B24-0371 ADUR 7/11/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-094-08 217 MOORE ST B24-0378 ADUR 7/17/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 010-152-13 131 CLINTON ST B24-0380 ADUR 7/17/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-142-20 102 OVERLOOK DR B24-0387 ADUR 7/29/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 003-142-06 610 ALMAR AVE B24-0396 ADUR 8/1/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-111-44 1112 MORRISSEY BLVD B24-0436 ADUR 8/15/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-171-21 341 FAIRMOUNT AVE B24-0531 ADUR 9/5/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-254-22 323 LIBERTY ST B24-0538 ADUR 9/11/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-401-61 105 MCMILLAN DR B24-0546 ADUR 9/12/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-172-13 209 MIRA VISTA DR B24-0550 ADUR 9/13/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-072-37 350 PENNSYLVANIA AVE B24-0565 2 to 4R
9/23/2024
11 NONE No N/A Pending Ministerial
009-091-09 119 CAMINO DEL SOL B24-0583 ADUR 10/10/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-191-38 318 WOODROW AVE B24-0600 ADUR 10/16/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-021-25 745 N BRANCIFORTE AVE B24-0610 ADUR
10/18/2024
11 NONE No N/A Pending Ministerial
Affordability level assigned based on overall affordability levels 006-192-05 1221 LAUREL ST B24-0614 ADUR 10/21/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-234-08 210 BROOK AVE B24-0618 ADUR 10/23/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-012-01 157 VAN NESS AVE B24-0619 ADUR 10/23/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-274-09 211 LIGHTHOUSE AVE B24-0621 ADUR 10/24/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 006-192-06 1219 LAUREL ST B24-0627 ADUR 10/29/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-175-26 1230 DELAWARE AVE B24-0638 ADUR 11/5/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 003-201-55 315 JOHN ST B24-0642 ADUR 11/13/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 002-014-39 1453 HIGH ST B24-0713 ADUR 12/4/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 007-401-20 708 RIVERSIDE AVE B24-0735 ADUR 12/9/202422 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-234-64 918 N BRANCIFORTE AVE B24-0736 ADUR
12/9/2024
11 NONE No N/A Pending Ministerial
Affordability level assigned based on overall affordability levels 011-064-14 1405 BROADWAY B24-0738 ADUR 12/9/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-222-03 611 CENTENNIAL ST B24-0758 ADUR 12/19/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-206-31 123 MOUNTAIN VIEW AVE B24-0773 ADUR
12/27/2024
11 NONE No N/A Pending Ministerial
Affordability level assigned based on overall affordability levels 009-283-13 320 ROXAS ST B24-0007 ADUR 1/3/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-124-23 528 DUFOUR ST B24-0095 ADUR 3/4/202411 NONE No N/A Withdrawn Ministerial Affordability level assigned based on overall affordability levels 001-152-12 215 ROSS ST B24-0104 ADUR 3/5/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 009-102-16 1105 MORRISSEY BLVD B24-0194 ADUR 4/15/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-263-03 215 NEVADA ST B24-0239 ADUR 4/30/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 003-233-07 337 ALTA AVE B24-0372 ADUR 7/11/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 004-042-29 924 SEASIDE ST B24-0563 ADUR 9/19/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 010-252-28 247 2ND AVE B24-0089 SFDO 2/27/2024111 NONE No N/A Approved Ministerial 006-494-10 111 WEEKS AVE B24-0242 SFDO 6/18/202411 NONE No N/A Withdrawn Ministerial 009-064-20 724 SAN JUAN AVE B24-0292 SFDO 5/22/2024111 NONE No N/A Approved Ministerial 009-172-15
427 MORRISSEY BLVD B24-0300
SFD O
5/30/2024
11 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
002-041-26
799 WESTERN DR B24-0307
2 to 4R
6/5/2024
22 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
002-041-26
799 WESTERN DR B24-0309
2 to 4R
6/6/2024
22 SB 9 (2021) -
Duplex in SF
Zone
No N/A Pending Ministerial
009-364-31 131 TREVETHAN AVE B24-0341 ADUR 6/24/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 004-215-14 621 NATIONAL ST B24-0131 2 to 4R 3/18/2024222 NONE No N/A Approved Ministerial 009-163-10 331 CHILVERTON ST B24-0294 ADUR 5/22/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 001-181-11 338 HIGH ST B24-0308 ADUR 6/5/202411 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 007-433-01 145 CANFIELD ST B24-0490 ADUR 8/30/202433 NONE No N/A Pending Ministerial Affordability level assigned based on overall affordability levels 009-142-29 1101 N BRANCIFORTE
AVE PW24-0005
2 to 4O
7/9/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Pending Ministerial
008-251-08
133 WASHBURN AVE PW24-0003
2 to 4O
5/28/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Approved Ministerial
009-382-18
148 TREVETHAN AVE PW24-0007
2 to 4O
8/16/2024
0 SB 9 (2021) -
Residential Lot
Split
No N/A Pending Ministerial
010-252-01 122 MARINE PARADE B24-0173 ADUR 6/26/2024111 NONE No N/A Approved Ministerial Affordability level assigned based on overall affordability levels 010-072-37 350 PENNSYLVANIA AVE B24-0565 ADUR
9/23/2024
11 NONE No N/A Pending Ministerial
Affordability level assigned based on overall affordability levels 009-364-31 131 TREVETHAN AVE B24-0341 SFDO 6/24/202411 NONE No N/A Pending Ministerial 006-494-10 111 WEEKS AVE B24-0242 ADUR 6/18/202411 NONE No N/A Withdrawn Ministerial Affordability level assigned based on overall affordability levels 00 17.12
Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Table A2
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date Approved # of Units issued
Entitlements
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building Permits
Date Issued
# of Units Issued
Building Permits
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
How many of
the units were
Extremely Low
Income?
Please select the
state streamlining
provision the
project was
APPROVED
pursuant to. (may
select multiple)
Infill Units?
Y/N+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
were affordable
(see instructions)
Term of Affordability or
Deed Restriction (years)
(if affordable in perpetuity
enter 1000)+
Number of
Demolished/Destroyed
Units
Demolished or
Destroyed Units
Demolished/De
stroyed Units
Owner or
Renter
Total Density Bonus Applied
to the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 167 0 54 1 12 1 122 357 90 120 43 173 0 54 74 554 17 0 49 43 0 35 245 389 117 33 005-152-31 902-920 PACIFIC
AVE
CP22-0086, B23-
0557 5+ R 90 36 2 3/1/2024
128
90 36 2 3/21/2024 128 0 32 NONE Y IIG, HOME, AHSC, LHTF DB, INC 1000 106.0% 1 Development
Standards
Modification
No
Density bonus based
on AB1763, allowing
an additional 3 stories
and 33 feet of height.
001-022-40 900 HIGH ST CP22-0164 5+ R 4 5 31 2/13/2024
40 0 0 NONE Y Other DB, INC 1000 0.0%
3 Development
Standards
Modification
No
Assistance program:
tax credits
002-234-24 1407 BAY ST CP23-0022 SFD O 1 5/2/2024 1 0 0 NONE Y 1 Demolished O 002-042-44 918 WESTERN
DR CP23-0028 SFD O 1 5/14/2024 1
0 0 NONE Y
010-281-08 100 ALHAMBRA
AVE CP23-0041 SFD O 1 8/21/2024 1
0 0 NONE Y 1 Demolished O
006-203-25 1130 MISSION ST CP23-0103 5+ R 6 40 5/28/2024 46 0 0 NONE Y DB, INC 1000 20.0%
3 Development
Standards
Modification
No
004-191-38 318 WOODROW
AVE CP23-0138 SFD O 1 5/15/2024 1
0 0 NONE Y 1 Demolished O
010-281-07 1205 EAST CLIFF
DR CP23-0149 SFD O 1 4/3/2024 1
0 0 NONE Y 1 Demolished O
008-311-07 136 RIVER ST CP23-0150 5+ R 38 12 1 1/24/2024 51 0 0 NONE Y DB, INC 1000 292.0%
8 On-Site
Improvements,
Development
Standards
Modification
No
Density bonus was
based on California
Government Code
Section 65915 et. Seq.
(State Density Bonus
Law), which allows
one-hundred percent
affordable housing
projects (excluding a
manager’s unit) to be
eligible for a height
increase of up to three
additional stories, or
33 feet. Additionally,
since the project is
located within one-half
mile
of a major transit stop,
it is exempt from any
density maximum.
010-252-01 118 MARINE
PARADE CP23-0156 2 to 4 R 4 3/5/2024 4
0 0 NONE Y 2 Demolished R
003-262-12 2102 WEST
CLIFF DR CP23-0162 ADU R 1 1/10/2024
1 0 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-012-30 1032 WESTERN
DR CP24-0001 SFD O 1 8/21/2024 1
0 0 NONE Y
002-235-15 133 TOLEDO ST CP24-0015 2 to 4 R 2 11/15/2024 2 0 0 NONE Y 1 Demolished O 003-052-08 850 ALMAR AVE CP24-0047 5+ R 25 12 1 8/7/2024 38 0 0 NONE Y CDLAC, Other INC, DB 1000 100.0%
3 Development
Standards
Modification
No
Density bonus was
based on California
Government Code
Section 65915 et. Seq.
(State Density Bonus
Law), which allows
one-hundred percent
affordable housing
projects (excluding a
manager’s unit) to be
eligible for a height
increase of up to three
additional stories, or
33 feet. Additionally,
since the project is
located within one-half
mile of a major transit
stop, it is exempt from
any density maximum.
Other financial
incentives: project
based vouchers and
tax credits.
010-273-07 1133 EAST CLIFF
DR CP24-0066 2 to 4 O 1 3 4/30/2024 4
0 0 NONE Y INC 1000 1 Demolished O
004-282-31 210 PELTON AVE CP24-0102 ADU R 1 8/7/2024
1 0 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-181-23 150 FELKER ST CP24-0151 5+ R 4 31 12/4/2024
35 0 0 NONE Y VHHP INC, DB 1000 50.0%
5 Development
Standards
Modification
No
002-631-06 1808 KING ST CP24-0170, B24-
0125 2 to 4 R 1 12/6/2024 1
1 7/10/2024 1 0 NONE Y
007-403-25 417 BARSON ST B23-0217 2 to 4 R 0 1 5/16/2024 1 0 NONE Y 007-403-26 415 BARSON ST B23-0609 2 to 4 R 0 1 7/25/2024 1 0 NONE Y 003-351-37 400 INGALLS
ALLEY B22-0559 5+ R
0 7 12 43 8/27/2024 62 0 NONE Y INC
The moderate income units are
provided as a result of a side
letter agreement and are in
place for the City while the
UCSC lease is active.
1000
001-141-23 113 ESTATES DR B24-0335 ADU R
0 1 9/10/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-021-04 114 WALTI ST B22-0230 ADU R
0 1 3/7/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
007-112-08 417 CLIFF ST B22-0352 ADU R
0 1 11/4/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-223-27 214 MIRAMAR DR B22-0613 ADU R
0 1 5/14/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-292-08 217 SUNSET AVE B23-0028 ADU R
0 1 8/14/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-283-12
218
LIGHTHOUSE
AVE
B23-0151 ADU R
0 1 2/1/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-101-27 101 BARTLETT
WAY B23-0237 ADU R
0 1 7/11/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-194-19 202 MERCED
AVE B23-0257 ADU R
0 1 8/13/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-123-66 914 SEABRIGHT
AVE A B23-0474 ADU R
0 1 1/29/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-202-30 950 WEST CLIFF
DR B23-0530 ADU R
0 1 5/30/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-941-02 411 BROADWAY
Unit A1 B23-0558 ADU R
0 1 1/30/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-211-06 305 CHACE ST B23-0567 ADU R
0 1 3/21/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-202-04 113 PARK AVE B23-0601 ADU R
0 1 4/11/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-294-24 127 CALVIN PL B23-0639 ADU R
0 1 7/15/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-091-23 215 MAJORS ST B24-0013 ADU R
0 1 6/27/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
1 Demolished R
009-192-30 133 HAMMOND
AVE B24-0049 ADU R
0 1 5/15/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-042-12 445 MEDER ST B24-0056 ADU R
0 1 8/20/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-622-12 130 BALDWIN ST B24-0114 ADU R
0 1 12/17/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-172-10 225 BUENA
VISTA AVE B24-0188 ADU R
0 1 7/23/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-503-02 513 MAPLE ST B24-0329 ADU R
0 1 10/21/2024 1 0 NONE Y
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units
17.13 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Note: "+" indicates an optional field
004-271-18 329 MONTEREY
ST B24-0377 ADU
R
0 1 11/25/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-301-38 219 ROBERTS
ST A B20-0345 ADU
R
0 1 5/15/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
001-042-04 114 POST ST B20-0509 ADUR
0 1 1/8/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-411-11 427 LOCUST ST B21-0444 ADUR
0 1 9/30/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-051-52 212 ELK ST A B21-0524 ADUR
0 1 3/7/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-124-21 520 DUFOUR ST B22-0470 ADUR
0 1 7/2/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-132-05 109 CALEDONIA
ST B22-0485 ADU
R
0 1 4/15/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-263-04 511 PACHECO
AVE B22-0539 ADU
R
0 1 5/30/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-281-05 534 WEST CLIFF
DR A
CP23-0029, B22-
0614 ADU
R
0 1 1/24/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-561-20 514 OCEAN VIEW
AVE B22-0644 ADU
R
0 1 7/9/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-631-25 110 LADERA DR AB23-0018 ADUR
0 1 1/8/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-291-07 413 OXFORD
WAY B B23-0122 ADU
R
0 1 4/3/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-282-31 210 PELTON AVE CP24-0102, B23-
0139 ADU
R
0 1 8/22/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-472-11 520 LINCOLN ST CB23-0166 ADUR
0 1 5/16/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-041-39 134 HAGEMANN
AVE B23-0179 ADU
R
0 1 5/30/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-202-38 936 WEST CLIFF
DR A
CP22-0087, B23-
0220 ADU
R
0 1 1/31/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-191-03
326
CHILVERTON ST A
B23-0232 ADUR
0 1 6/3/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-156-32
203
CONTINENTAL
ST A
B23-0254 ADUR
0 1 5/7/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-493-14 619 CALIFORNIA
ST B23-0262 ADU
R
0 1 6/13/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-143-08 226 BAYONA DR AB23-0267 ADUR
0 1 7/10/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-256-19 620 COLUMBIA
ST B23-0310 ADU
R
0 1 10/22/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-332-04 143 MARKET ST AB23-0355 ADUR
0 1 5/8/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-132-15
226 S
BRANCIFORTE
AVE
B23-0365 ADUR
0 1 5/21/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-073-13 927 WINDSOR
ST B23-0390 ADU
R
0 1 1/11/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-274-33 306 DAKOTA AVE B23-0422 ADUR
0 1 8/19/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-131-11 207 YOUNGLOVE
AVE B23-0437 ADU
R
0 1 3/19/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-093-27 119 GRANDVIEW
ST A B23-0443 ADU
R
0 1 8/12/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-182-12 814 MODESTO
AVE B23-0456 ADU
R
0 1 7/22/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-264-14 530 PACHECO
AVE B23-0468 ADU
R
0 1 4/25/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-123-66 914 SEABRIGHT
AVE B & C B23-0475 ADU
R
0 2 1/29/202420 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-242-19 229 PLATEAU
AVE B23-0490 ADU
R
0 1 3/7/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-135-09 419 LINCOLN ST
A & B B23-0495 ADU
R
0 2 3/4/202420 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-481-04 505 WALNUT AVE B23-0507 ADUR
0 2 5/15/202420 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-022-31 265 GOSS AVE B23-0537 ADUR
0 1 6/5/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-301-31 375 OXFORD
WAY
CP22-0125, B23-
0542 ADU
R
0 1 8/7/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
17.14 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Note: "+" indicates an optional field
006-121-07 143 SHERMAN
ST A B23-0549 ADU
R
0 1 6/20/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-154-21 256 WALK CIR B23-0575 ADUR
0 1 3/11/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-051-02 139 ACADIA AVE B23-0595 ADUR
0 1 4/8/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
007-403-26 415 BARSON ST B23-0645 ADUR
0 1 7/22/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-233-20 1315 KING ST A B23-0646 ADUR
0 1 7/3/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-182-37 408 WOODROW
AVE B23-0647 ADU
R
0 1 6/20/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-283-13 320 ROXAS ST B24-0008 ADUR
0 1 8/27/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-134-03 213 HEATH ST B24-0009 ADUR
0 1 7/17/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
1 DemolishedR
009-341-28 330 PACHECO
AVE A B24-0015 ADU
R
0 1 4/8/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-201-09 416 RIGG ST B24-0041 ADUR
0 2 11/7/202420 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-291-42 831 RIVERSIDE
AVE B24-0059 ADU
R
0 1 7/30/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-171-13 215 OCEAN VIEW
AVE B24-0070 ADU
R
0 1 8/21/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-204-03 202 PARK AVE B24-0084 ADUR
0 1 6/24/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-043-10 205 TRESCONY
ST B24-0085 ADU
R
0 1 8/14/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-152-14 127 CLINTON ST B24-0115 ADUR
0 1 10/24/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-161-45 121 FAIRMOUNT
AVE B24-0119 ADU
R
0 1 6/18/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-631-06 1808 KING ST A B24-0126 ADUR
0 1 7/10/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-201-05 2017 DELAWARE
AVE B24-0141 ADU
R
0 1 6/12/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-064-09 1425 BROADWAY B24-0143 ADUR
0 1 9/18/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-182-08 145 PLATEAU
AVE A B24-0149 ADU
R
0 1 6/27/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-281-29 136 SWIFT ST B24-0185 ADUR
0 1 11/12/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-041-16 120 SADI ST B24-0187 ADUR
0 1 9/30/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-142-19 902 WALNUT AVE B24-0219 ADUR
0 1 12/18/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-142-11 212 LINDEN ST B24-0227 ADUR
0 1 11/12/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-151-02 510 WINDHAM ST B24-0230 ADUR
0 1 8/13/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-204-02 423 RIGG ST B24-0240 ADUR
0 1 7/16/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-244-02 131 SANTA CRUZ
ST B24-0353 ADU
R
0 1 9/12/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-094-08 217 MOORE ST B24-0378 ADUR
0 1 10/7/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-142-20 102 OVERLOOK
DR B24-0387 ADU
R
0 1 10/22/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-142-06 610 ALMAR AVE B24-0396 ADUR
0 1 10/29/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-102-16
1105
MORRISSEY
BLVD
B24-0194 ADUR
0 1 9/19/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-164-07 128 WALK CIR B23-0108 ADUR
0 1 1/31/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
001-161-58 25 ROCKY RD B23-0233 ADUR
0 1 1/10/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-101-11 709 ALMAR AVE B23-0428 ADUR
0 1 7/30/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-252-01 122 MARINE
PARADE B24-0173 ADU
R
0 1 7/9/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
17.15 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Note: "+" indicates an optional field
010-281-07 1205 EAST CLIFF
DR B24-0319 ADU
R
0 1 9/16/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-215-14 621 NATIONAL
ST B24-0131 ADU
R
0 1 12/17/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-123-21 526 BELLEVUE
ST B20-0444 ADU
R
0 1 2/29/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-082-28 219 MOUNTAIN
WAY B22-0429 ADU
R
0 1 6/13/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-171-34 361 FAIRMOUNT
AVE B23-0036 ADU
R
0 1 1/8/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-041-39 134 HAGEMANN
AVE B23-0178 ADU
R
0 1 11/19/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-493-14 619 CALIFORNIA
ST B23-0259 ADU
R
0 1 6/13/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-283-13 320 ROXAS ST B24-0007 ADUR
0 1 8/27/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
001-152-12 215 ROSS ST B24-0104 ADUR
0 1 6/5/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-263-03 215 NEVADA ST B24-0239 ADUR
0 1 8/26/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-233-07 337 ALTA AVE B24-0372 ADUR
0 1 10/17/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-081-51 139 PROSPECT
CT A B23-0576 ADU
R
0 1 2/29/202410 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-172-18 97 ALTA VISTA
DR B22-0631 2 to 4
r
0 2 9/16/202420 NONEY
003-301-31 375 OXFORD
WAY B23-0541 SFD
O
0 1 8/7/202410 NONEY1 DemolishedO
004-164-07 128 WALK CIR CP22-0057, B23-
0108 SFD
O
0 1 1/31/202410 NONEY1 DemolishedO
004-202-38 936 WEST CLIFF
DR
CP22-0087, B23-
0213 SFD
O
0 1 1/31/202410 NONEY1 DemolishedO
001-161-58 25 ROCKY RD CP23-0011, B23-
0233 SFD
O
0 1 1/10/202410 NONEY
004-255-08 312 NATIONAL
ST
CP23-0066, B23-
0329 SFD
O
0 1 5/30/202410 NONEY1 DemolishedO
003-101-11 709 ALMAR AVE B23-0428 SFDO
0 1 7/30/202410 NONEY
006-103-08 1011 LAURENT
ST
CP23-0051, B23-
0566 SFD
O
0 1 4/25/202410 NONEY1 DemolishedO
010-252-28 247 2ND AVE B24-0089 SFDO
0 1 12/16/202410 NONEY1 DemolishedO
010-252-01 118 MARINE
PARADE
CP23-0156, B24-
0170 SFD
R
0 1 7/9/202410 NONEY1 DemolishedR
010-252-01 122 MARINE
PARADE
CP23-0156, B24-
0172 SFD
R
0 1 7/9/202410 NONEY1 DemolishedR
009-064-20 724 SAN JUAN
AVE B24-0292 SFD
O
0 1 10/2/202410 NONEY
010-281-07 1205 EAST CLIFF
DR
CP23-0149, B24-
0319 SFA
O
0 1 9/16/202410 NONEY1 DemolishedO
008-171-31
119 CORAL ST
B21-0588 5+R
0 1201 8/14/2024 121 0 85 NONEY INC, DB
The project has 120 deed
restricted LI supportive housing
units and 1 above moderate
manager's unit. The NPLH
report submitted to HCD 8/12/22
shows 85 units designated ELI
(max gross rents $544-$816)
and 15 units designated VLI
(max gross rents $1,361).
10006 DemolishedR 80.0%
3 Development
Standards
Modification
No
011-013-01 727 HANOVER
ST
CP20-0128, B21-
0320 2 to 4
R
0 02 5/9/20242 NONEY1 DemolishedO
011-013-01 727 HANOVER
ST
CP20-0128, B21-
0321 2 to 4
R
0 02 5/9/20242 NONEY
002-591-28 185 WESTVIEW
CT
CP20-0125, B21-
0117 2 to 4
R
0 03 6/5/20243 NONEY
003-351-24 200 PANETTA
AVE
CP21-0133, B22-
0177 2 to 4
R
0 02 2/7/20242 NONEY
011-025-08 724 DARWIN ST
A & B
CP17-0059, B19-
0429 2 to 4
R
0 02 9/26/20242 NONEY1 DemolishedO
011-025-08 724 DARWIN ST
C & D
CP17-0059, B19-
0430 2 to 4
R
0 02 9/26/20242 NONEY
004-432-16 302 YOUNGLOVE
AVE B22-0234 2 to 4
R
0 02 11/1/20242
SB 9 (2021) -
Duplex in SF Zone
Y1 DemolishedO
005-152-13 100 LAUREL ST CP18-0079, B20-
0433 5+
R
0 0 205 9/16/2024 205 NONEY
005-148-22 525 CEDAR ST CP22-0010, B22-
0079 5+
R
0 0 17 471 5/2/2024 65 NONEY INC, Other 1000
011-013-01 727 HANOVER
ST
CP20-0128, B21-
0319 5+
R
0 023 5/9/20245 NONEY INC 1000
008-342-19 238 CARBONERA
DR B18-0615 ADU
R
0 01 3/5/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
007-111-03 324 MAIN ST B20-0105 ADUR
0 01 5/21/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-181-24 310 CAYUGA ST AB20-0389 ADUR
0 01 1/8/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-211-41 223 JOHN ST B21-0583 ADUR
0 01 2/29/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-041-66 121 FOREST AVE B22-0001 ADUR
0 02 1/8/20242 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-141-36 514 MARKET ST B22-0072 ADUR
0 01 6/24/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-141-55 202 FREDERICK
ST B22-0186 ADU
R
0 01 8/13/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-241-24 102 BRADLEY
DR B22-0497 ADU
R
0 01 10/3/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-174-13 513 WILKES CIR B22-0585 ADUR
0 01 10/8/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-253-22 275 CHICO AVE B23-0265 ADUR
0 01 9/26/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-172-10 225 BUENA
VISTA AVE B23-0459 ADU
R
0 01 3/19/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-941-02 411 BROADWAY
Unit A1 B23-0558 ADU
R
0 01 4/29/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-192-30 133 HAMMOND
AVE B24-0049 ADU
R
0 01 10/25/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-042-12 445 MEDER ST B24-0056 ADUR
0 01 10/2/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-172-10 225 BUENA
VISTA AVE B24-0188 ADU
R
0 01 11/18/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-081-70 424 HARBOR DR B19-0243 ADUR
0 01 10/3/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-254-19 215 HUBBARD
ST B20-0487 ADU
R
0 01 6/7/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
17.16 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Note: "+" indicates an optional field
004-191-47 105 ALTA AVE B22-0191 ADUR
0 01 1/18/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-231-30 310 PLATEAU
AVE B23-0051 ADU
R
0 01 10/9/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-291-07 413 OXFORD
WAY A B23-0127 ADU
R
0 01 5/20/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
1 DemolishedR
001-152-01 201 ROSS ST B23-0150 ADUR
0 01 2/20/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-471-05 429 BELLEVUE
ST B23-0235 ADU
R
0 01 8/5/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-181-22 116 PLATEAU
AVE B23-0280 ADU
R
0 01 5/9/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-263-03 215 NEVADA ST B24-0239 ADUR
0 01 9/17/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-341-38 400 ESMERALDA
DR B21-0451 ADU
R
0 01 1/11/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-081-51 139 PROSPECT
CT A B23-0576 ADU
R
0 01 10/9/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
001-111-44 400 HIGHLAND
AVE B21-0269 ADU
R
0 01 1/29/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-013-01 727 HANOVER
ST B21-0319 ADU
R
0 02 5/9/20242 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-102-29 456 PALM ST B12-0397 ADUR
0 01 11/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-032-01
1350 N
BRANCIFORTE
AVE
B13-0228 ADUR
0 01 10/11/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-043-32 704 WESTERN
DR
CP16-0145, B16-
0546 ADU
R
0 01 4/9/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-222-19 140 AVERITT ST CP16-0178, B17-
0341 ADU
R
0 01 11/18/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-432-22 326 YOUNGLOVE
AVE B18-0679 ADU
R
0 01 9/3/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-321-06 137 SPRING ST B19-0644 ADUR
0 01 7/29/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-116-05 215 CALEDONIA
ST B19-0711 ADU
R
0 01 5/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-193-02 430
CHILVERTON ST B20-0026 ADU
R
0 01 5/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-274-25 132 LAGUNA ST B20-0352 ADUR
0 01 5/23/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-125-49 117 OAK WAY B20-0383 ADUR
0 01 5/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-152-27 240 PEYTON ST B20-0442 ADUR
0 01 6/6/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-161-03 329 HIGH ST B20-0490 ADUR
0 01 5/23/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-332-06 503 VAN NESS
AVE B20-0519 ADU
R
0 01 4/4/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-262-24 133
CENTENNIAL ST B21-0045 ADU
R
0 01 5/23/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-154-15 222 JACKSON ST AB21-0144 ADUR
0 01 12/2/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-231-01 321 BAY ST B21-0171 ADUR
0 01 9/26/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-322-21 124 COLOMA ST B21-0190 ADUR
0 01 12/19/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-182-16 113 PLATEAU
AVE B21-0213 ADU
R
0 01 6/4/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-491-33 180 ISBEL DR B21-0237 ADUR
0 01 6/5/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-051-52 212 ELK ST A B21-0524 ADUR
0 01 7/26/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-201-13 1523 ESCALONA
DR B21-0531 ADU
R
0 01 6/5/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-231-11 320 OWEN ST B21-0542 ADUR
0 01 4/24/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-065-14 710 PACHECO
AVE B22-0012 ADU
R
0 01 10/7/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-213-26 231 FAIR AVE B22-0090 ADUR
0 01 1/31/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
17.17 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Note: "+" indicates an optional field
009-172-37 354 FAIRMOUNT
AVE B22-0181 ADU
R
0 01 9/23/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-073-07 613 TREVETHAN
AVE B22-0233 ADU
R
0 01 10/14/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-073-21 813 MORRISSEY
BLVD B22-0237 ADU
R
0 01 10/14/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-351-04 245 TREVETHAN
AVE B22-0251 ADU
R
0 01 2/5/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-011-11 515 CALIFORNIA
ST B22-0263 ADU
R
0 01 3/15/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-142-23 123 SEASIDE ST B22-0276 ADUR
0 01 5/20/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-281-42 131 JOHN ST B22-0300 ADUR
0 01 6/27/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-111-29 124 LENNOX ST B22-0313 ADUR
0 01 3/19/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
001-151-21 248 ROSS ST B22-0336 ADUR
0 01 3/15/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-144-31 436 BELLEVUE
ST B22-0341 ADU
R
0 01 2/21/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-202-10 143 GRANT ST B22-0343 ADUR
0 01 8/28/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-203-41 521 FAIR AVE A B22-0375 ADUR
0 01 1/16/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-215-11 910 COLUMBIA
ST B22-0475 ADU
R
0 01 3/14/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-162-06 208 KING ST A B22-0484 ADUR
0 01 9/6/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-131-02 912 WINDHAM ST B22-0517 ADUR
0 01 11/20/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-431-11 301 YOUNGLOVE
AVE B22-0541 ADU
R
0 01 4/18/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-132-08 101 CALEDONIA
ST B22-0549 ADU
R
0 01 5/16/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-253-20 216 2ND AVE B23-0039 ADUR
0 01 1/31/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-218-39 215 WEST AVE B23-0070 ADUR
0 01 1/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
010-205-15 107 CAYUGA ST B23-0116 ADUR
0 01 9/24/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-274-05 135 MERCED
AVE B23-0144 ADU
R
0 01 7/31/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-181-20 106 PLATEAU
AVE B23-0148 ADU
R
0 01 3/26/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-231-18 114 FRANKLIN
ST B23-0153 ADU
R
0 01 8/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-231-18 114 FRANKLIN
ST B23-0157 ADU
R
0 01 8/22/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
009-142-02
1105 N
BRANCIFORTE
AVE
B23-0214 ADUR
0 01 6/17/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
003-202-28 206 CHACE ST A B23-0240 ADUR
0 01 5/1/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
008-332-04 143 MARKET ST AB23-0355 ADUR
0 01 12/4/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
005-131-01
714
WASHINGTON ST A
B23-0370 ADUR
0 01 2/27/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-631-10 212 LADERA CT B23-0387 ADUR
0 01 10/9/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
006-241-23 917 HIGH ST B23-0391 ADUR
0 01 7/2/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-154-21 256 WALK CIR B23-0575 ADUR
0 01 12/10/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
002-233-20 1315 KING ST A B23-0646 ADUR
0 01 11/26/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
011-013-01 727 HANOVER
ST B21-0320 ADU
R
0 01 5/9/20241 NONEY
Affordability level assigned
based on overall affordability
levels of ADUs as 50% low
income, 40% moderate, and
10% above moderate, as
determined by surveys of ADU
owners and described in
housing element
004-182-03 165 PLATEAU
AVE B18-0638 SFD
O
0 01 1/31/20241 NONEY1 DemolishedO
004-253-02 409 LIBERTY ST B16-0477 SFDO
0 01 11/25/20241 NONEY1 DemolishedO
008-342-19 238 CARBONERA
DR
CP19-0111, B18-
0614 SFD
O
0 01 3/5/20241 NONEY
011-081-70 424 HARBOR DR B19-0243 SFDO
0 01 10/3/20241 NONEY
008-373-14
601
BRANCIFORTE
DR
CP18-0075, B19-
0733 SFD
O
0 01 10/22/20241 NONEY
010-051-18 523 OCEAN VIEW
AVE
CP19-0008, B20-
0197 SFD
O
0 01 5/22/20241 NONEY1 DemolishedO
001-141-17 105 LONGVIEW
DR
CP20-0059, B21-
0017 SFD
O
0 01 1/11/20241 NONEY1 DemolishedO
008-491-33 180 ISBEL DR B21-0102 SFDO
0 01 6/3/20241 NONEY
004-231-01 321 BAY ST B21-0170 SFDO
0 01 8/19/20241 NONEY
009-073-07 613 TREVETHAN
AVE B22-0232 SFD
O
0 01 10/14/20241 NONEY
009-073-21 813 MORRISSEY
BLVD
CP22-0075, B22-
0236 SFD
O
0 01 10/14/20241 NONEY
003-203-41 521 FAIR AVE B22-0374 SFDO
0 01 1/16/20241 NONEY
17.18 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Note: "+" indicates an optional field
001-011-14 1156 HIGH ST
No City permit
number: UCSC
project
5+ R
0 120 7/1/2024 120 0 NONE N
Per UCSC, the 120 2-bed units
will rent for approximately
$2,500/mo, incl. utilities. Based
on state's definition of
affordability, assuming 3 people
per 2-bed household, and
HCD's 2024 official income
limits, the rent is in the middle of
the LI range.
17.19 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/15/2023 - 12/15/2031
1 Projection Period 3 4
RHNA Allocation by
Income Level
Projection Period -
06/30/2023-
12/14/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date (all years)
Total Remaining
RHNA by Income
Level
Deed Restricted - - 90 - - - - - - -
Non-Deed Restricted - - 120 - - - - - - -
Deed Restricted - - 43 - - - - - - -
Non-Deed Restricted 29 2 173 - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 6 - 54 - - - - - - -
Above Moderate 1,606 10 2 74 - - - - - - - 86 1,520
3,736
45 4 554 - - - - - - - 603 3,133
5 6 7
Extremely low-Income
Need 2023 2024 2025 2026 2027 2028 2029 2030 2031
Total Units to
Date
Total Units
Remaining
430 - 117 - - - - - - - 117 313
VLI Deed Restricted
VLI Non Deed Restricted
LI Deed Restricted
LI Non Deed Restricted
MI Deed Restricted
MI Non Deed Restricted
Above Mod Income
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
649
210
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
60 Moderate
859
562
709
Please contact HCD if your data is different than the material supplied here 247
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
649
315
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income housing need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.
17.20 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Date of Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of Rezone Very Low-Income Low-Income Moderate-Income Above ModerateIncome Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning Minimum Density Allowed
Maximum
Density Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
17.21 Jurisdiction Santa Cruz
Reporting Year 2024 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Policy 1.1 Provide
adequate sites and
supporting infrastructure
to accommodate housing
through land use, zoning,
and specific plan
designations that
encourage a broad range
of housing opportunities.
1.1a. Adopt a certified Housing Element
with adequate sites to meet a range of
housing needs by December 15, 2023.
Revise the Housing
Element document in
accordance with HCD’s
draft review feedback and
prepare a final Housing
Element document
certified by the City
Council by December 15,
2023.
Complete. Housing Element was adopted by City Council on December 12, 2023 and was deemed to be in substantial compliance by HCD on December 21, 2023.
Policy 1.1 Provide
adequate sites and
supporting infrastructure
to accommodate housing
through land use, zoning,
and specific plan
designations that
encourage a broad range
of housing opportunities.
1.1b. Maintain an inventory of available
vacant and underutilized sites citywide
that can accommodate new housing and
post that inventory for the public to view.
Review the inventory on an
annual basis.
The housing sites inventory is on the City's public GIS viewer.
Policy 1.1 Provide
adequate sites and
supporting infrastructure
to accommodate housing
through land use, zoning,
and specific plan
designations that
encourage a broad range
of housing opportunities.
1.1c. Maintain a GIS website that
provides mapping of high-quality transit
corridors and transit stops to encourage
developers to take advantage of
additional development allowances
when sites are near these areas.
Regularly communicate
with METRO and AMBAG
and update the GIS maps
any time there are changes
to high-quality transit
corridors and transit stops.
The City updated the high-quality transit corrodor and transit stop GIS layers on February 27th, 2024. This update primarily added locations on Bay and Pacific at the roundabout depot and the wharf. The City's GIS is up to date and can be found here: https://vwgisportal.cityofsantacruz.com/public/
Policy 1.1 Provide
adequate sites and
supporting infrastructure
to accommodate housing
through land use, zoning,
and specific plan
designations that
encourage a broad range
of housing opportunities.
1.1d. Enforce unit replacement
requirements for projects that include
the demolition of one or more units, in
compliance with Government Code
section 66300.
Enforce unit replacement
requirements in
compliance with
Government Code section
66300.
The Planning Department enforced this requirement for all housing development projects constructing two or more units, consistent with state law. The Planning Department also enforces the municipal code requirements to replace any unit that has been demolished.
Policy 1.1 Provide
adequate sites and
supporting infrastructure
to accommodate housing
through land use, zoning,
and specific plan
designations that
encourage a broad range
of housing opportunities.
1.1e. Facilitate lot consolidation to
promote the development of affordable
units on small parcels measuring less
than 0.5 acres by meeting with property
owners to discuss development
opportunities and adopting lot
consolidation incentives such as more
favorable development standards, an
FAR density bonus, streamlined
processing, or financial incentives.
Adopt lot consolidation
incentives to facilitate the
development of affordable
units on small parcels by
December 2026.
Not yet started.
Policy 1.2 Concentrate
most new housing in the
central core, along major
commercial corridors, and
on major opportunity sites
consistent with the Land
Use Element.
1.2a. Adopt a program level EIR and
approve the Downtown Plan Expansion
Project to facilitate housing
development in the expansion area.
Release draft EIR and draft
Plan by the end of March
2024 and adopt the Final
EIR and Downtown Plan
Expansion Project by the
end of December 2024.
Work on the draft EIR continued throughout 2024. The draft EIR was released in January 2025 and is anticipated that City Council will adopt the Downtown Plan Expansion Project and final EIR in mid-2025.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583
17.22 Policy 1.2 Concentrate
most new housing in the
central core, along major
commercial corridors, and
on major opportunity sites
consistent with the Land
Use Element.
1.2b. Implement and maintain the City’s
recently adopted Objective Standards
for developments to provide more
certainty and further encourage
development Citywide and along key
transportation corridors, and review the
Objective Standards every two years
after adoption to determine if further
changes are needed to ensure the
standards provide the clarity and
certainty of outcomes intended. If
conflicts exist between the Objective
Standards and findings or requirements
in the City’s Area Plans or other adopted
documents, the Objective Standards will
take precedence.
Review the Objective
Standards and assess
necessary changes by June
2024 and every two years
thereafter. Conduct
community outreach and
present potential changes
to the Planning
Commission and City
Council within six months
of each assessment.
This work is underway, with review of the objective standards for necessary changes completed in 2024. The changes will go to City Council for approval in May or June 2025.
Policy 1.2 Concentrate
most new housing in the
central core, along major
commercial corridors, and
on major opportunity sites
consistent with the Land
Use Element.
1.2c. Receive California Coastal
Commission approval of the Objective
Standards within the Coastal Zone so
that they align with the General Plan
development standards
Submit the Local Coastal
Program Amendment by
May 2023 and coordinate
with the Coastal
Commission during their
review process to help
ensure approval by
December 2024.
The City submitted the Local Coastal Program Amendment in November 2022 and resubmitted in August 2023. The Coastal Commission approved the LCPA in March 2024. Rezoning associated with the objective standards will be submitted to the Coastal Commission in conjunction with the larger update to the LCP document.
Policy 1.2 Concentrate
most new housing in the
central core, along major
commercial corridors, and
on major opportunity sites
consistent with the Land
Use Element.
1.2d. Adopt rezonings in the Ocean
Street Area Plan so that they align with
the General Plan development
standards.
Perform community
outreach and the
necessary environmental
review to draft rezonings
for the Ocean Street Area
Plan to be presented to
presented to Planning
Commission and City
Council December 2024,
and upon approval, submit
the rezonings to the
Coastal Commission as a
Local Coastal Program
Amendment.
This work has been pushed back due to the increased workload around the Downtown Plan Expansion and related EIR. The City anticipates completing this in 2025.
Policy 1.2 Concentrate
most new housing in the
central core, along major
commercial corridors, and
on major opportunity sites
consistent with the Land
Use Element.
1.2e. Support a balance of jobs and
housing land uses by only considering
residential use in industrial land if it is
ancillary to industrial land’s full
employment capacity being achieved in
an economically viable manner and if it
does not negatively impact existing or
future industrial uses in the area, except
in the vicinity of Coral Street on
properties where homeless services or
affordable housing are identified in the
properties’ respective General Plan Land
Use Designations as an allowable use.
Adopt a Coral Street Overlay that builds
off existing services and resources to
provide homeless services and related
residential use standards for that
specific, immediate area.
Review projects that seek
to rezone industrial land as
they are submitted and
seek to maintain
employment capacity, and
adopt a Coral Street
Overlay by June 2025.
The Coral Street Visioning Report was created in 2023 and creates a vision for the Coral Street area to include homeless services and supportive housing. The City continued to work with partners in 2024 to develop the vision for the Coral Street area wtih regard to homeless services. In 2024, the City did not receive any development applications to rezone industrial land.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3a. Implement a new permit software
system to streamline and improve
development review processes in permit
tracking, electronic submittal, and
electronic review of plans.
Implement a new permit
software system and have
it go live by December
2024.
Throughout 2024, staff has been configuring new software. The anticipated rollout date is August 2025.
17.23 Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3b. Coordinate yearly meetings with
the development community (at
minimum) to learn about process
improvements, housing impediments,
and associated policy and code
amendments that can be addressed to
promote efficiency and predictability in
the development review process and
implement approaches to improve
project feasibility.
Meet annually with the
development community
to hear their perspectives
on process improvements,
code changes, housing
impediments, and how the
City can help address
those issues, and take
steps to address the
issues.
The City met with the development community to obtain feedback on 7/1/24 regarding Objective Standards for multi-family and mixed developments and on 10/11/24 regarding building plan review and permitting. Staff incorporated suggestions from the meetings into the department's work.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3c. Adopt code changes that reduce
parking requirements, increase shared
parking allowances, and increase offsite parking allowances to further facilitate housing, with the ultimate goal
to eliminate parking minimums citywide
by January 2028.
Review parking standards,
conduct community
outreach, and adopt
parking reduction code
amendments, with the
goal to eliminate minimum
parking requirements
citywide by January 2028.
In 2024, the City eliminated replacement parking requirements for required parking spaces removed to establish outdoor seating areas associated with eating and drinking establishments.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3d. Conduct a fee review to determine
if the current fee structure covers
applicable City costs for projects of
varying sizes and scopes.
Conduct a development
fee review by June 2024
The fee review was completed and went to City Council in October 2024.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3e. Adopt code changes that utilize SB
10 allowances to increase residential
density in transit rich areas, including
evaluation of how deed-restricted
affordable housing can be added.
Research SB 10 use in
other jurisdictions,
conduct community
outreach, and present
Council with options for
SB 10, and adopt code
changes by March 2026.
Not yet started.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3f. Streamline and reduce costs of
building plan check for residential
projects of four or fewer units if the
building plans have previously been
submitted and approved by the City in
the same Building Code cycle.
Review similar
development pre-approval
programs in other
jurisdictions and
implement a pre-approval
program for residential
projects of four or fewer
units by December 2025.
Not yet started for four or fewer units, but process has been established for ADUs that have been approved elsewhere.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3g. Adopt zoning changes by January
2027 to align development standards
and use allowances with the maximum
intensity already allowed under state
law, following a comprehensive review.
Zoning changes will include heights and
lot coverages among other development
standards. State law requires that
properties be allowed to achieve their
maximum intensity using either General
Plan or Zoning Ordinance standards. The
City follows this law currently by waiving
standards that preclude maximum
densities; however, this creates
uncertainty for developers and
community members, and code
amendments would remedy that
uncertainty.
Review development
standards by January 2026
and adopt appropriate
code changes by January
2027.
Citywide: Not yet started. In 2024, the Planning Department developed the draft downtown plan expansion plan that addresses maximum density allowances in the downtown area south of Laurel Street.
17.24 Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3h. Place residential projects (and
mixed-use projects with residential
components) that conform to all
objective standards on the consent
agenda for any applicable public
hearing, including if they deviate from
standards through allowable density
bonus waivers or
concessions/incentives, so long as no
special circumstances exist that
necessitate staff and decision-maker
discussion of the project.
Immediately following
adoption of the Housing
Element, place fully
conforming residential and
mixed-use with residential
projects on the consent
agenda for applicable
public hearings, except in
rare cases where special
circumstances exist.
The Planning Department implemented this policy in 2024.
Policy 1.3 Facilitate the
production of residential
units through design and
compatibility review, use
of objective development
standards, and regulatory
and/or financial
incentives.
1.3i. As part of the HCD Annual Progress
Report, the City will monitor the progress
of pending projects in the entitlement
process, and if projects are not
sufficiently progressing toward building
permits or if the City is not meeting the
pro-rated share of the RHNA at all
income levels, including ADU production
and affordability, as of midway through
the Housing Element Cycle, the City will
evaluate its sites inventory and capacity
to maintain adequate sites throughout
the planning period and, if necessary,
identify strategies to streamline and/or
assist projects through entitlement,
adopt amendments to the ADU
development regulations, or implement
other strategies, such as general plan
and zoning changes to allow for greater
residential densities.
Annually as part of the
HCD Annual Progress
Report.
The City monitors the progress of pending projects in the entitlement process periodicaly throughout the year. At the end of 2024, there were 1,348 dwelling units in the entitlement process, and 1,082 dwelling units had received entitlements in 2024 or earlier but have not yet obtained a building permit. In 2024, the City reapplied for the HUD PRO Housing grant for project entitled:
Preserving and Promoting Equitable Housing Affordability and Climate Resilience in Santa Cruz, CA in October, 2024. This grant application identified strategies to allow for greater residential densities. In 2024, the City also adopted amendments to the ADU regulations, aligning the regulations with state law, clarifying standards, and creating a streamlined approval process for the creation of four or fewer ADU condominiums.
Policy 1.4 Facilitate
alternative housing types
that respond to Santa
Cruz’s diverse population
and housing needs,
especially those for singleperson households, lowincome households, students, and special
housing needs groups.
1.4a. Create and/or revise development
standards for co-housing, housing
cooperatives, live/work and other
alternative housing types.
Review best practices,
meet with the
development community,
and conduct community
outreach to develop
potential amendments to
development standards for
alternative housing types
and present City Council
with any recommended
amendments by
December 2029.
In October 2024, the County approved MHEKO standards, and the City has been working with the County to implement and support this program that expands livework options in the City.
Policy 1.4 Facilitate
alternative housing types
that respond to Santa
Cruz’s diverse population
and housing needs,
especially those for singleperson households, lowincome households, students, and special
housing needs groups.
1.4b. Meet with the development
community to discuss potential barriers
to the development of alternative types
of housing and use that information to
adopt policy or code changes that
facilitate the production of alternative
housing types.
Meet annually with the
development community
and subsequently adopt
code amendments
approximately once every
18 months.
The City met with the development community at a developer round table to obtain feedback on 7/1/24 regarding Objective Standards for multi-family and mixed developments.
Policy 1.4 Facilitate
alternative housing types
that respond to Santa
Cruz’s diverse population
and housing needs,
especially those for singleperson households, lowincome households, students, and special
housing needs groups.
1.4c. Communicate with HCD and State
representatives to encourage the State
to recognize nontraditional types of
housing units for RHNA purposes.
Initiate conversations with
HCD And State
representatives by March
2024.
The City initiated conversations with HCD in 2024 and will continue in 2025.
17.25 Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5a. Maintain an inventory of ADU
applications, location, affordability, etc.
to ensure adequate ADU development is
occurring to meet the 6th cycle RHNA.
Annually review ADU development
progress as part of the HCD Annual
Progress Report and if necessary, adopt
amendments to the ADU development
regulations within 18 months of the
annual review to further facilitate ADU
production.
Review ADU development
progress annually, and if
ADU production is less
than projected, adopt ADU
regulation amendments
within 18 months of the
annual review.
In 2024, the City received 122 permit applications for ADUs and JADUs and issued 106 building permits for ADUs and JADUs. These numbers continue to show an upward trend from previous years and contribute substantially toward the low and moderate income RHNA categories, which are currently on target to meet the RHNA requirements in the 6th cycle. In 2024, the City also adopted amendments to the ADU regulations, aligning the regulations with state law, clarifying standards, and creating a streamlined approval process for the creation of four or fewer ADU condominiums.
Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5b. Continue to implement the City’s
ADU program and communicate with
ADU applicants to identify ways to
modify the program in a manner that
facilitates the production of ADUs,
including continuation of the allowance
for conversion of non-habitable space in
multi-family projects to ADUs to be
constructed simultaneously with new
development projects. Continue public
awareness campaigns regarding the
construction of ADUs and available
incentives through diverse forms of
media and outreach distribution.
Communicate with ADU
development applicants as
needed to determine if
modifications to the ADU
regulations should be
considered.
The City had conversations with applicants for ADU projects throughout 2024 and received feedback that supported making changes, such as clarifying development standards for ADUs on substandard lots, clarifying the definition of statewide exemption ADUs, and defining when to waive standards for statewide exemption ADUs and for ADUs of up to 800 square feet with four foot side and rear yard setbacks. The City's ADU ordinance was updated in 2024 and included these changes as well as other changes required to maintain consistency with state law. The City's ADU webpage was updated at this time and reflects the current State and City regulations. The City issued 106 building permits for ADUs and JADUs in 2024.
Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5c. Provide streamlined processing
and reduced plan check costs for ADU
building plans that have been approved
at another site within the City, while
recognizing that various items, such as
setbacks, utility connections, soil
conditions, archeological resources, and
other issues, will require applicants to
submit site-specific information that will
require the City’s review and associated
fees.
Institute ADU pre-approval
program by January 2024.
In 2024, the City started a new process to streamline the review of applications for ADUs that have been previously approved within the City or within another jurisdiction and approved at least one such ADU. In 2024, the City also prepared an ADU preapproval program consistent with Government Code 65852.27 to put in place by January 1, 2025. The City issued 106 building permits for ADUs and JADUs in 2024.
Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5d. Present to Council amendments to
the City’s ADU regulations regarding
owner occupancy to provide greater
flexibility to existing and future ADU
developments.
Review best practices,
conduct community
outreach, and prepare
amendment to the ADU
owner occupancy
regulations for Council to
consider by May 2024.
Review of best practices and community outreach completed in summer of 2024.
Community meeting held August 15. 2024. Municipal code amendment to remove owner occupancy requirement for all ADUs presented to City Council for consideration in October and December 2024.
Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5e. Annually survey ADU owners to
receive information on types of rental
and affordability levels to help ensure
accurate Annual Progress Report
accounting.
Survey ADU owners
annually prior to the
Annual Progress Report
submittal deadline.
ADU surveys will be sent out in 2025 to confirm consistency with proportions of income levels by ADU occupants.
Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5f. Update resources that facilitate
legalization of unpermitted ADUs if they
meet applicable building standards.
Continue existing
legalization program and
update online materials for
individuals in the
legalization process by
April 2025 and yearly
thereafter.
ADU legalization program continues to be in effect. The ADU legalization webpage was updated at the end of 2024 to reflect current state law. The City initiated engagement with 75 property owners of unpermitted ADUs in 2024 by sending our Notices of Violation to start the legalization process, and continued to engage with numerous other owners who had already started the legalization process in a previous year. In 2024, 23 ADUs were legalized.
Policy 1.5 Facilitate the
development of Accessory
Dwelling Units.
1.5g. Continue to waive City permitting
fees for low-income ADUs units that are
deed-restricted for 55 years.
Continue existing lowincome ADU fee waiver
program.
This program continues to remain in place.
Policy 1.6 Use the City’s
Planned Development
Permit (PD) process to
facilitate non-conforming
development while also
serving public objectives
more fully than
development permitted
solely under conventional
zoning.
1.6a. Utilize the Planned Development
Permit process to facilitate housing
development by considering
modifications to building setbacks,
street standards, lot coverage, lot area,
parking and loading, landscaping, open
space, uses, and maximum height.
Continue Planned
Development Permit
Program
This program continues to remain in place. In 2024, the City deemed complete a Planned Development Permit application to construct approximately 100 units of educator workforce housing at 313 Swift Street.
17.26 Policy 1.6 Use the City’s
Planned Development
Permit (PD) process to
facilitate non-conforming
development while also
serving public objectives
more fully than
development permitted
solely under conventional
zoning.
1.6b. Amend the Zoning Ordinance to
allow PD Permits on infill lots less than
the current standard of 20,000 square
feet in area.
By December 2026, amend
the Zoning Ordinance to
allow PD Permits on infill
lots less than the current
standard of 20,000 square
feet in area.
Not yet started.
Policy 1.7 Provide
meaningful opportunities
for public engagement
with development
proposals for new housing
so the public can provide
informed feedback on the
proposal.
1.7a. Maintain and implement the
official Public Outreach Policy for
Planning Projects adopted by Council in
2018 and revised in 2019.
Continue to use the
adopted Public Outreach
Policy for Planning
Projects for all Planning
projects.
This policy is implemented on an ongoing basis for all projects, including following all requirements for noticing, community meetings, and public hearings.
Policy 1.7 Provide
meaningful opportunities
for public engagement
with development
proposals for new housing
so the public can provide
informed feedback on the
proposal.
1.7b. Maintain a website and access to a
public information counter to provide
accurate and clear information to the
public and development community
about policies, projects, and the
development review process.
Continue to regularly
update websites and
maintain access to a
public information
counter.
Significant development project applications have project webpages that are regularly updated to reflect the project's status. Webpages for the Downtown Plan Expansion and ADU ordinance amendments were updated throughout 2024 to keep the public informed of those processes. Updates to the City's ADU webpage were made to reflect ADU ordinance changes in 2024. The City website also posts monthly reports of new discretionary planning applications. The City's website maintains pages explaining the application process for both discretionary permits and building permits and updates those pages periodically as processes are updated. The planning and building counter continues to be open to the public Monday through Thursday, 7:30am-11:30pm with phone and email access available during all business hours.
Policy 1.7 Provide
meaningful opportunities
for public engagement
with development
proposals for new housing
so the public can provide
informed feedback on the
proposal.
1.7c. Provide educational materials such
as webpages and brochures that provide
information on key planning and housing
issues and are updated over time. These
include information on changes to
planning processes, new legislation
becoming effective, and new programs
available to customers.
Continue to provide
educational materials and
update the materials in a
timely manner following
any changes to planning
processes, new
legislation, or new
programs available.
The City's website provides information on planning and housing issues, and the City updates this information over time. The website includes information on existing planning and building permits, ordinance and policy updates, the City's Residential Rental Inspection Service, information on how to apply for permits, informaiton on City-initiated affordable housing projects, and low income housing assistance and information resrouces. In 2024, the ADU webpage was updated following updates to local and state regulations, including information on updated regulations and a newly created webpage for the City's pre-approval program. The Code Compliance division distributed educational materials on various City programs related to key planning and housing issues at annual cleanup events for the Beach Flats and Lower Ocean Street neighborhoods. The City also maintained informational brochures on conditions of approval templates, industrial land preservation policy, SB684, information about permitting proceses, and state laws such as SB330 and SB9. In 2024, the City also added application forms for preapplications, including SB330 preapplications, to the website to further streamline that process. The City maintains and updates webpages on significant development projects throughout the year.
Policy 2.1 Enable mixedincome projects that
encourage greater diversity
within housing projects.
2.1a. Maintain and implement the City’s
Inclusionary Ordinance. Review the
Inclusionary Ordinance to determine if
amendments are needed to ensure that
the inclusionary requirements provide
the maximum number of affordable units
or deeper levels of affordability without
being a barrier to housing development,
while considering implications for how
developers will use density bonus and
how the City’s Inclusionary Ordinance
interfaces with density bonus proposals.
Analysis will evaluate affordability levels
to incentivize deeper levels of affordable
housing, such as extremely low income
units, or more moderate income units
depending on needs.
Review the Inclusionary
Ordinance and present
amendment options to
City Council by December
2026.
In light of the City's inclusionary requirements, staff presented new density bonus options for the Downtown Plan Expansion area to City Council in 2024. Citywide inclusionary amendments have not yet been started. Housing staff have reviewed SCMC 24.16 and proposed several relevant updates for consistency of application and based on new state laws.
17.27 Policy 2.1 Enable mixedincome projects that
encourage greater diversity
within housing projects.
2.1b. Develop a program and/or
incentives that increase rental and
homeownership opportunities for
moderate income / workforce housing
units.
Review the Inclusionary
Ordinance and present
workforce housing
amendment options to
City Council by December
2026.
In 2024, staff presented City Council with options to better support moderate income and workforce housing in order to achieve a density bonus in the downtown area.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2a. Study ways of providing affordable
housing currently included, but not
highly utilized, in the City’s Inclusionary
Ordinance, such as allowing affordable
units to be provided off-site or
incentivizing land dedication in favor of
units provided as part of a development
project.
Review the Inclusionary
Ordinance and present
amendment options to
City Council by December
2026.
In 2024, staff presented City Council with options for allowing off-site affordable units or land dedication as part of a density bonus project in the downtown area.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2b. Update the City’s ordinance
related to fee waivers for affordable units
to provide more clarity and to streamline
the approval process
Update the City’s
ordinance related to fee
waivers for affordable
units to provide more
clarity and to streamline
the approval process by
January 2026.
Not yet started.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2c. Explore additional funding
mechanisms that can provide one-time,
or more importantly, ongoing funding for
affordable housing, such as a ballot
measure that would fund affordable
housing.
Support additional funding
for affordable housing,
including support for the
affordable housing
measure currently
contemplated for the
ballot by November 2024.
Applied for Local Housing Trust Fund (LHTF) Funding for 136 River project & Affordable tax credits for the Downtown Affordable Library Housing project. The affordable housing ballot measure is now anticipated for November 2025.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2d. Direct City lobbyists to concentrate
on state and federal legislation that
would help fund affordable housing.
Lobby the state and
national governments for
affordable housing funding
yearly prior to legislative
sessions and on an
ongoing basis.
Each year the City Council adopts a legislative program that contains the City Council adopted objectives and directives on a wide array of issue areas impacting the City. In 2024, the city council identified three top priorities they would focus on. One of the priorities was “Affordable Housing: Fund the creation and preservation of affordable & supportive housing in the City, emphasizing lowincome & very low-income households and workforce housing.” In addition, the City identified seven Affordable Housing issue areas the City would support and advocate for that would advance the creation and preservation of affordable housing. To help the city accomplish its goals, the City of Santa Cruz contracts with Precision Advocacy, a California State legislative lobbying firm in Sacramento and CapitalEdge, a lobbying firm in Washington D.C.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2e. Continue to engage with affordable
housing advocates during the creation of
policy and during the development
review process to help achieve
successful affordable housing
outcomes.
Meet with affordable
housing advocates when
new housing policy is
being developed.
The City reaches out to Santa Cruz YIMBY, COPA, and Housing Matters when developing new housing policy. In 2024, the City reached out to COPA, Housing Matters, and the Housing Authority of Santa Cruz County when developing antidisplacement policy and invited the group to be a part of an advisory committee on the related HUD Pro-Housing grant application.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2f. Utilize the City’s single-room
occupancy and Flexible Density Unit
regulations to facilitate the development
of a variety of housing types, specifically
smaller units, that address the needs of
low- and extremely low-income
households. Facilitate the development
of 100 very low-income units through
single-room occupancy development.
Maintain and implement
the City’s single-room
occupancy and Flexible
Density Unit regulations
(small units with no
density requirement) and
review the regulations as
needed.
In August 2023 (start of 6th RHNA cycle), the City approved a discretionary application for a project at 515 Soquel Avenue that included 26 SRO units, four of which are VLI. In May 2024, the City approved a discretionary permit for a project at 1130 Mission Street that included 48 SRO units, 6 of which are at the VLI level.
Total VLI SRO/FDU units approved thus far in the planning period: 12. In addition, A mixed use project application at 530 Ocean Street with 155 proposed FDU units was deemed complete in 2024, and a mixed-use project application at 908 Ocean with 212 FDU units was deemed complete in 2024.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2g. Adopt an ordinance that allows 100
percent affordable residential
development that conforms to
applicable objective standards, not
including density bonus waivers and
concessions/incentives, to be
considered a “by-right” use that only
requires ministerial Planning approval
and Building Permits to be constructed
in residential and mixed-use zones.
Adopt an ordinance that
allows 100 percent
affordable residential
development to be
considered a “by-right”
use by December 2025.
Not yet started.
17.28 Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2h. Adopt SB 35 application review
processes for eligible projects that meet
the requirements established in
Government Code Section 65913.41.
Adopt SB 35 application
review processes which
comply with Government
Code Section 65913.41 by
December 2025.
Not yet started.
Policy 2.2 Develop creative
ways to facilitate more
affordable housing
development in the City.
2.2i. Create a packet outlining land use
and development information that helps
to facilitate affordable housing
production, particularly low and
extremely low income units, on faithbased organization sites, and provide that information, along with staff contact
details, to owners and occupants of faithbased sites within the city at least every two years. Assist property owners in the
development of housing including
assisting with entitlements, outreach
and contact with affordable housing
developers, supporting funding
applications, providing technical
assistance, and granting incentives such
as waiving fees and reducing
development standards.
Create an informational
packet and do initial
delivery by April 2025 and
then update and provide
subsequent deliveries
every two years thereafter.
Not yet started.
Policy 2.3 Support the
Density Bonus as a
valuable tool for
incentivizing the
development of housing
and the inclusion of
affordable units in housing
projects.
2.3a. Amend the Density Bonus
Ordinance to fully reflect State Density
Bonus Law allowances, except where
the City's code further facilitates housing
production.
Amend the Density Bonus
Ordinance by December
2024.
The City will complete this amendment as part of a package of amendments expected to go to City Council for adoption in the Spring of 2025.
Policy 2.3 Support the
Density Bonus as a
valuable tool for
incentivizing the
development of housing
and the inclusion of
affordable units in housing
projects.
2.3b. Continue implementation of the
City and State Density Bonus laws.
Maintain and Implement
the City Density Bonus
Ordinance and the State
Density Bonus and adopt
amendments to comply
with State law as needed.
The City implemented the City's Density Bonus Ordinance and state density bonus law in review of applicable project applications throughout 2024. The City will amend the local density bonus ordinance to maintain consistency with state density bonus law as part of a package of amendments expected to go to City Council for adoption in the Spring of 2025.
Policy 2.4 Support PublicPrivate Partnerships that
facilitate the development
of affordable housing.
2.4a. Coordinate with: the Housing
Authority of the County of Santa Cruz,
Mercy Housing California, Mid-Pen
Housing, Habitat for Humanity, For-theFuture Housing, Community Housing Land Trust, Santa Cruz Community
Counseling Center, Inc., and other
housing groups and agencies offering
expertise in developing and managing
affordable housing. Use the coordination
to identify and implement policies or
code changes that better facilitate
affordable housing and affirmatively
further fair housing.
Coordinate at least
annually with affordable
housing groups and
agencies and implement
changes in response to
feedback.
The City meets with developers regulary for affordable housing projects. The City also held four developers round table events in 2024 to seek input on a variety of topics. Attendees included developers of affordable housing projects. In 2024, the City approved discretionary permits for two 100 percent affordable housing projects at 136 River St. (51 units) and 850 Almar Ave (38 units).
Policy 2.4 Support PublicPrivate Partnerships that
facilitate the development
of affordable housing.
2.4b. Partner with nonprofit and forprofit developers of affordable housing to build housing to meet the Regional
Housing Needs Allocation targets.
Partner with nonprofit and
for-profit developers of
affordable housing on an
ongoing basis, whenever
possible, to build housing.
At least annually reach out
to developers to identify
development
opportunities.
The City is partnering with Eden Housing Management Inc and For the Future Housing Inc. to construct two projects: Pacific Station North, a 100% affordable project with 126 units (+ 2 manager units) that is currently under construction, and the Downtown Library Affordable Project, a 100% affordable project with 123 units (+ 1 manager unit) that is expected to start construction soon.
Policy 2.4 Support PublicPrivate Partnerships that
facilitate the development
of affordable housing.
2.4c. Acquire properties when possible
as part of a public-private partnership to
develop affordable housing or convert
existing units into deed-restricted
affordable units.
Acquire properties for
deed-restricted affordable
housing on an ongoing
basis, when feasible
funding and viable
development opportunities
exist.
City acquired Toadal Fitness site (113 Lincoln St.) as part of Downtown Affordable Library Housing project.
17.29 Policy 2.5 Preserve at-risk
affordable housing.
2.5a. Preserve 372 at-risk units by
working with interested agencies and
community organizations to monitor
their status, provide technical and/or
financial assistance in return for
extended affordability controls, and
review tenant notification prior to project
conversion. The City will continue to
comply with all noticing requirements.
Prior to the expiration of affordability
covenants, the City will proactively
outreach to tenants and owners to
provide education and assistance as
appropriate.
Coordinate often (at least
annually) with affordable
housing groups and
agencies to preserve 372
at-risk units.
In 2024, the City was in the process of working with State HCD to preserve up to 87 Saint George affordable units pending owner lawsuit with the City. Jessie Street Apartments is in the process completing the new Terrace Apartments with 50 units, 48 of which are affordable, and this project successfully preserved 12 of the previous units from the original development. 119 Coral St units requested a loan consolidation and extension from the City and this extened the affordability of the 120 studio units 55 years past the completion of the project. The Mission Gardens development 90 Grandview, Mission Gardens 50 units was purchased by new owners and the affordability preserved.
Policy 2.6 Provide water
and sewer service priority
to lower-income
households.
2.6a. Include projected water use for all
housing defined in the Housing Element
in regularly scheduled updates to the
City’s Urban Water Management Plan.
Establish a policy and implementing
procedures to grant priority for service to
proposed developments that include
units affordable to lower-income
households, should its long-term water
supply, treatment process, or
distribution system capacity issues limit
the City’s ability to meet all planned
future water service needs. Establish a
policy and implementing procedures to
grant priority sewer service to
developments with units affordable to
lower-income households, should longterm wastewater treatment or collection system capacity issues limit the City’s
ability to meet all planned future
wastewater service needs.
Update the City’s Urban
Water Management Plan
every five years, as
required by state law and
regulations, with the next
update due in 2026.
Establish a policy and
implementing procedures
to grant priority water and
sewer service to
developments with units
affordable to lowerincome households by
June 2026.
Not yet started.
Policy 3.1 Create housing
for low-income families
with children and persons
with disabilities.
3.1a. Include childcare opportunities in
conjunction with affordable housing
development when possible. Assist in
the development of at least 100
affordable units with access to childcare
facilities throughout the planning period.
Include childcare
opportunities in
conjunction with
affordable housing
development, when
possible, on an ongoing
basis.
Downtown Affordable Library Housing project is a 100% affordable project that has 123 affordable units (+ 1 manager unit) and childcare facility. The project was under building permit application review in 2024 and is expected to start construction in 2025.
Policy 3.1 Create housing
for low-income families
with children and persons
with disabilities.
3.1b. Work with other agencies,
community groups, and non-profits to
develop housing for persons with
disabilities and to publicize housing
accessible to persons with disabilities.
Assist in the development of at least 50
units for persons with disabilities
throughout the planning period.
Work with housing
partners on an ongoing
basis to publicize and
assist with housing
accessible to persons with
disabilities for at least 50
persons.
In 2024, the City worked with affordable housing developers on the acquisition of the following vouchers to make 102 units accessible to persons with disabilities:
831 Water St project – 16 Project Based Voucher (PBV) units targeting renters with physical, sensory, or developmental disabilities; 4 Project Based Voucher units targeting homeless youths with disabilities. 119 Coral St-Harvey West Studios – 25 PBV units for disabled or medically vulnerable homeless families, 15 Mainstream PBV units (non-elderly disabled families) and 20 Veteran's Affairs Supportive Housing (HUD-VASH) units. 314 Jessie St-19 HUD-VASH, 3 PBV units for veterans ineligible for HUD-VASH
17.30 Policy 3.1 Create housing
for low-income families
with children and persons
with disabilities.
3.1c. Update Zoning Ordinance
reasonable accommodation codes,
establish reasonable accommodations
procedures, and make information on
resources readily available on the City’s
website. The Fair Housing Act requires
jurisdictions to provide reasonable
accommodations with regard to rules,
policies, practices, and procedures
where such accommodations may be
necessary to make housing accessible
for persons with disabilities. Reasonable
accommodations provide a basis for
residents with disabilities to request
flexibility in the application of land use
and zoning regulations or, in some
instances, even a waived of certain
regulations or requirements to ensure
equal access to housing opportunities.
Adopt reasonable
accommodations
procedures by January
2025 and make
information on the process
and resources available for
persons with disabilities
within 6 months of
adoption of the
procedures.
The CIty is working toward completing this in early 2025.
Policy 3.1 Create housing
for low-income families
with children and persons
with disabilities.
3.1d. Update Zoning Ordinance
requirements related to community care
licensing facilities of seven or more
people to allow these uses in all
residential zones, if necessary, and
modify the permitting process to permit
the uses with objectivity to facilitate
approval certainty similar to other uses
of the same type in the same zone.
Adopt community care
licensing updates by
January 2025.
The City has started working on these updates and will adopt the updates in 2025.
Policy 3.2 Provide high
quality care alternatives
such as childcare centers
and family daycare for
children and youth that are
available, affordable, and
accessible to those
persons who live or work in
the City.
3.2a. Continue to assist nonprofit and forprofit organizations that provide services to children, youth, and families with
children.
Assist nonprofit and forprofit organizations that
provide services to
children, youth, and
families with children on
an ongoing basis.
The City of Santa Cruz- Parks and Recreation Teen Center recieved $43,666 & Community Bridges -Nueva Vista received $150,000 in CDBG (HUD) program funding for various youth programs in the 2024 fiscal year. The City assists Housing Matters which operates a family shelter on Coral St. City support includes services coordination and referral by the Outreach Team, and infrastructure investment by the City on parcels owned by the City on which Housing Matteres provides programs and services. The City provided CORE funding for FY2022-FY2025 to Community Action Board to support their Yotuh Homeless Response Team ($27,667) and their Rental Assistance Program ($23,210).
Policy 3.2 Provide high
quality care alternatives
such as childcare centers
and family daycare for
children and youth that are
available, affordable, and
accessible to those
persons who live or work in
the City.
3.2b. Support childcare centers and
facilities in new residential
developments and employment centers,
and use the funding collected through
the City’s Childcare Impact Fee to
facilitate provision of new, expanded, or
improved childcare facilities in the City.
Use the funding collected
through the City’s
Childcare Impact Fee to
facilitate provision of
childcare facilities in the
City.
In 2024, Childcare Impact Fee funding was dedicated to the future childcare center associated with the Downtown Affordable Library Housing project.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3a. Actively seek funding to implement
the three-year Homelessness Response
Action Plan approved in 2022 and
update the plan periodically to respond
to changing needs.
Annually apply for grants
or pursue legislative
funding opportunities to
implement the three-year
Homelessness Response
Action Plan by December
2025 and update the plan
on an ongoing basis to
respond to changing
needs.
The City applied for and received three streams of funding from the State to implement priorities in the Homelessness Response Strategic Plan. The Encampment Resolution Fund grant form Califorina HCD ($4.0 million) helps to move unsheltered people from harvey west coral st area into shelter , interim housing, and permanent housing. State of California Legislative Earmark through HCD ($2.0 million) provides funding to operate the City Overlook shelter, which provides shelter for up to 135 people, and the 1220 River temporary shelter, which accommodates 25-30 people. The Prohousing Incentive Program Grant ($500,000) provides funding for eviction prevention and to help unhoused people get back into housing.
17.31 Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3b. Meet monthly with the County
homelessness response
representatives, Continuum of Care,
and/or homeless service providers. Use
the Homelessness Response Action
Plan update to guide and increase
homelessness response capacity
through integrating citywide services,
creating and maintaining a full-time
team dedicated to homelessness
response, and coordinating with external
partners to work collectively on
homelessness response solutions for
the City, and coordinate with the County
and Continuum of Care on updates to
their respective homelessness response
planning documents.
Meet monthly with the
County homelessness
response representatives,
Continuum of Care, and/or
homeless service
providers in relation to
implementing respective
homelessness response
action plans.
The City meets with the County staff on homelessness issues on a regular basis (at least 2 times per month), and actively participates in the Contiuum of Care with policy board representation by two Councilmembers. City staff also regularly meet with community-baed organizations providing homelessness responses services. The City partnereed with People First of Santa Cruz County on three programs: to continue the operation homeless service programs including a 135 space shelter program; to continue a Long-term Safe Parking Program for up to 20 households; and the City also partnered with other local jurisdictions to support People First operate an extreme weather shelter to support people experiencing homelessness.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3.c. Collect and share public data,
systems, and metrics with the County
and community-based organizations.
Regularly coordinate with
the County and
community-based
organization to help
ensure the most relevant
public data, systems, and
metrics are being used in
policy decisions.
In 2024, the City met with COPA (Communities Organized for Relational Power in Action) on anti-displacement policy. The City is regularly sharing data related to homelessness response publicly - with public agency partners, community based organizations, and the public in general. The Homelessness Response Division prepares and distributes an Annual Impact Report, and holds two community webinars each year.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3d. Develop annual targeted state and
federal legislative asks related to
homelessness response efforts and be a
leader in the effort to build a statewide
coalition of municipalities advocating for
legislative changes and funding to
support reducing homelessness.
Annually develop targeted
state and federal
legislative asks related to
homelessness response
efforts and continue
ongoing efforts to build a
statewide advocacy
coalition to support
reducing homelessness.
The City advocated with legislators for funding to support shelter, safe-sleeping, and safe parking programs in the city. This resulted in a $2 million legislative earmark from the State to support City programs for shelter operations for the city Overlook Shelter at the Armory and the 1220 River transitional camp.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3e. Develop new supportive housing
and homelessness services at the Coral
Street campus, such as a navigation
center, and by seeking partnerships and
funding to effectuate the Counciladopted vision for the area.
Apply for at least one grant
in the next two years and
actively seek partnerships
and funding to provide new
supportive housing and
homelessness services
within the Coral Street
Vision Report area.
The City continued to work with partners in 2024 to develop the vision for the Coral Street area wtih regard to homeless services.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3f. Amend the Zoning Ordinance to
comply with the requirements of AB 139
and AB 2339. Code amendments will
revise parking requirements and the
definition of emergency shelters to
include other interim interventions;
amend a zone to permit emergency
shelters without discretionary action in a
zone(s) that allows residential uses;
ensure sufficient capacity to
accommodate the need for emergency
shelters, including proximity to
transportation and services; and modify
development standards if appropriate to
comply with statutory requirements.
Amend the Zoning
Ordinance to comply with
AB 139 and AB 2339 within
one year of adoption. The
City will review emergency
shelter requirements every
three years, beginning in
2026, and if appropriate,
will adopt relevant
amendments in response
to changes in State law
within one year of review.
The City has started working on these updates and anticipates adopting these amendments in the first half of 2025.
17.32 Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3g. Continue to fund and partner with
the County’s Continuum of Care to
provide shelter services, and continue to
encourage other jurisdictions’ similar
funding, participation, and partnership
with the County’s Continuum of Care
and shelter service provision.
Provide funding to and
partner with the County’s
Continuum of Care to
provide shelter services
and continue to encourage
involvement from other
jurisdictions.
The City continues to fund and partner with the County's Continnum of Care, making an annual jurisdictional contribution of $215,000 to the CoC. The City continues to encourage involvement of other municipalities in the County in the CoC and regional collaboration on homelessness. In FY24, this resulted in the City of Santa Cruz, the City of Watsonville, and the County collaborated to operate Severe Weather Shelters at three locations in the County on 19 nights with a capacity to accomodate 100 people each night.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3h. Work with partner agencies and
advocate for expanded homelessness
response services within the County and
outside the City’s jurisdiction.
Advocate for expanded
homelessness responses
services within the County
and outside the City’s
jurisdiction.
The City meets with the County and community based organizations regularly (at least monthly) to discuss expanded funding opportunities to support homelessness services. The City partnered with Housing Matters in a sucessful Encampment Resolution Fund grant award of $4.0 million to resolve encampments in the Harvey West nieghborhood and to expand interim housing capcity bt 20 units. The City partnered with Community Action Board and secured a Prohousing Incentive Program grant award of $500k to support rapid rehousing and eviction prevention.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3i. Provide resources to help connect
the homeless population with supportive
services, and actively promote said
resources through City Outreach staff
who interact with people experiencing
homelessness.
Utilize the City’s
Homelessness Response
and City Outreach staff to
help provide resources to
the people experiencing
homelessness.
The City's Homelessness Response Outreach Team (three full-time employees) provides direct outreach, engagement, and service connection to dozens of people experiencing homelessness daily. This includes connecting people to shelter/interim housing, supportive services, and housing navigation resources.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3j. Minimize environmental
degradation caused by unsanctioned
camps.
Initiate environmental
mitigation efforts within
the three-year
Homelessness Response
Action Plan timeframe to
help reverse degradation
caused by unsanctioned
camps and partner with
community groups to help
restore sensitive habitats
affected by unsanctioned
camps.
The City has resolved and cleaned up a number of large encampments in sensitive environmental areas, particularly within Open Spaces and watersheds.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3k. Apply for grant funding to create a
waste disposal program for recreational
vehicle owners.
Apply for waste disposal
grant funding by June 2025
The City applied for and received a $85,000 grant in 2023 and has until 2027 to use the funds. The City is actively considering locations for the waste disposal facility.
Policy 3.3 Implement the
City’s Homelessness
Response Action Plan and
maintain the relationship
with the Continuum of
Care to support housing
solutions for the homeless
as well as a wide variety of
supportive services.
3.3l. Amend the Zoning Ordinance to
establish a ministerial approval process
and regulations which approve lowbarrier navigation centers by-right that meet State requirements.
Amend the Zoning
Ordinance to establish a
ministerial approval
process and regulations
which approve low-barrier
navigation centers that
meet State requirements
by-right by June 2025.
Not yet started as of 2024. To be completed with amenment package going to City Council in May 2025.
17.33 Policy 3.4 Facilitate
permanent supportive
housing units, transitional
housing options, and
extremely low income
units for residents through
funding and partnerships.
3.4a. Continue supporting organizations
in maintaining permanent supportive
housing and providing assistance to
special needs groups. Assist a minimum
of 150 special needs households
including but not limited to persons
experiencing homelessness in finding
housing and supportive services
throughout the planning period.
Continue support for
maintaining permanent
supportive housing and
providing assistance to
special needs groups.
The City assisted both Jessie Street Apartments (50 units) & 119 Coral St (100+ units) to create permanent supportive housing units. The City assists Housing Matters which operates a family shelter on Coral St. City support includes services coordination and referral by the Outreach Team. The City provided CORE funding for FY2022-FY2025 to Community Action Board to support their Yotuh Homeless Response Team ($27,667) and their Rental Assistance Program ($23,210). The City provides funding to support the operation of a 135-space shelter and safe sleeping program by a local organization, People First of Santa Cruz. The funding supports 5.0 FTE Case Manager positions that assist in connecting program participants to housing and other services.
Policy 3.4 Facilitate
permanent supportive
housing units, transitional
housing options, and
extremely low income
units for residents through
funding and partnerships.
3.4b. Amend the Zoning Ordinance to
reflect State law requirements for
transitional and supportive housing, and
permit transitional and supportive
housing in all zones allowing residential
uses, as residential uses, similar to other
residential uses of the same types in the
same zone.
Amending the Zoning
Ordinance to reflect State
law by December 2026.
Not yet started.
Policy 3.4 Facilitate
permanent supportive
housing units, transitional
housing options, and
extremely low income
units for residents through
funding and partnerships.
3.4c. Continue to facilitate 100 percent
affordable supportive housing projects
that comply with Government Code
Section 65651 (AB 2162) and permit this
use without discretionary review, and on
a project-by-project basis, go beyond
state law and establish qualifying
projects above 50 units as by-right
development.
Support the use of AB 2162
incentives for qualifying
projects on an ongoing
basis and ask for Council
direction to go beyond
State law on a project by
project basis.
The City did not process any new development applications for projects with AB 2162 incentives in 2024.
Policy 3.5 Facilitate new
student housing as well as
housing for university
faculty and staff.
3.5a. Collaborate with UCSC on ways to
increase the supply of student, faculty
and staff housing on the University
campus. Facilitate the development of
305 on-campus units, as detailed in
Appendix G, throughout the planning
period.
Collaborate with UCSC on
ways to increase the
supply of student, faculty
and staff housing on the
University campus and
facilitate the development
of 305 on-campus units
In 2024, the City facilitated off-campus development (in the Delaware Addition) of 161 units for UCSC, including 99 units for students and 62 for faculty and staff. In addition, UCSC's Family Student Housing project started construction in Summer 2024. That on-campus student housing project includes 120 two-bedroom units for students with families.
Policy 3.5 Facilitate new
student housing as well as
housing for university
faculty and staff.
3.5b. Support state legislation that
would advance the housing goals of the
community such as facilitating
construction of new student housing and
increasing funding for housing on the
UCSC campus.
Support State legislation
that would facilitate oncampus housing at UCSC
on an ongoing basis.
City staff continued to track housing bills in 2024. Staff participated in the California American Planning Association’s Legislative Review group and advocated for improvements to housing bills through that forum. Staff also coordinated with the City’s Sacramento lobbyist regarding pending housing bills, and City planning staff met with at least one Assemblymember’s staff to advocate for updates to housing legislation. AB 312 was passed by the legislature and signed by the governor to streamline student housing that meets LEED Platinum standards, and AB 3116, which provides a student housing density bonus, was also approved. Staff followed these and other housing-related bills, though staff did not provide direct recommendations on every bill, including AB 312 and AB 3116.
Policy 3.6 Provide
community programming
funding to support the
special needs and
homeless populations in
finding housing and
supportive services.
3.6a. Support City-led efforts or nonprofit human service and housing development organizations to assist the
homeless, very low- and low-income
households, families with children,
single-parent households, persons with
disabilities, and others in finding housing
and supportive services, including
through directing funding such as HOME
Investment Partnership (HOME) funds
and Community Development Block
Grant (CDBG) to those causes. Assist a
minimum of 150 special needs
households, including but not limited to
persons experiencing homelessness, in
finding housing and supportive services
throughout the planning period.
Assist a minimum of 150
special needs households
throughout the planning
period.
In 2024, the Pacific Station North 100% affordable housing project (126 units plus 2 manager units) utilized and dispersed HOME and HOME Investment Partnerships American Rescue Plan Program (HOME-ARP) (~$1,219,200) funds during 2024. HOME funds were ~$2,457,000 and assisted 12 households, and HOME Investment Partnerships American Rescue Plan Program (HOME-ARP) funds were ~$1,219,200 and assisted seven households. Monarch (domestice violence shelter for victims of domestic violence, info on this project is sensitive and confidential) funded with CDBG $69,398 2024 Program Year. The City's Homelessness Response Outreach Team (three full-time employees) provides direct outreach, engagement, and service connection to dozens of people experiencing homelessness daily. This includes connecting people to shelter/interim housing, supportive services, and housing navigation resources.
The City provides funding to support the operation of a 135-space shelter and safe sleeping program by a local organization, People First of Santa Cruz. The funding supports 5.0 FTE Case Manager positions that assist in connecting program participants to housing and other services.
17.34 Policy 3.7 Support
agriculture and employee
housing where applicable.
3.7a. Amend the Zoning Ordinance to
reflect California Health and Safety Code
Sections 17021.5 and 17021.6 that
require agricultural employee housing to
be permitted by-right, without a
Conditional Use Permit or other
discretionary permit, in single-family
residential zoning districts for six or
fewer persons and in agricultural zones
with no more than 12 units or 36 beds.
Amend the Zoning
Ordinance to reflect
Government Code
Sections 17021.5 and
17021.6 by December
2026.
Not yet started.
Policy 3.7 Support
agriculture and employee
housing where applicable.
3.7b. Support and facilitate the efforts of
the Santa Cruz City School District to
provide workforce housing for its
employees and update local codes to
match or exceed allowances found in
state law. Authorize development of 50
workforce housing units throughout the
planning period.
Provide ongoing support
for the Santa Cruz City
School District to provide
workforce housing and
facilitate those efforts
through updates to local
codes as needed.
In October 2024, the City deemed complete a planning application to construct approximately 100 educator workforce housing units at 313 Swift Street. The discretionary permit is expected to be approved in 2025.
Policy 3.7 Support
agriculture and employee
housing where applicable.
3.7c. Communicate annually with
employers who provide seasonal
housing, such as University of California
Santa Cruz, to encourage them to
connect with those in need of short-term
housing, such as farmworkers.
Annually communicate
with employers who
provide short term
housing, encouraging
them to offer their housing
during the off-season to
others who have seasonal
housing needs, such as
farmworkers.
Not yet started.
Policy 4.1 Support the
provision of rental
assistance in the event of a
household having
insufficient funds for a
security deposit or rent
payment.
4.1a. Continue to contract with the
Housing Authority of the County of Santa
Cruz or other partners to provide
culturally responsive outreach and
assist low- to moderate-income
households with the security deposit
and last month’s rent and continue to
fund a third-party, emergency rental
assistance program to prevent eviction
for a short transition period. Assist a
minimum of 100 low- and moderateincome households throughout the planning period. Communicate with the
Housing Authority, third-party rental
assistance administrators, and other
community partners Chapter 2: Policy
Plan 2-36 Santa Cruz Housing Element
Update to determine potential barriers to
accessing this assistance and determine
options and implement improvements to
the process.
Continue to contract with
the Housing Authority of
the County of Santa Cruz
or other partners on an
ongoing basis to assist at
least 100 low-to-moderate
income households in the
Housing Element cycle.
Meet with community
partners by January 2025
to determine options for
improvements and
establish a schedule for
implementing
improvements.
30 households recieved security deposit assitance during 2024. Security deposit funding allocation increased in the 2024-2025 fiscal year (July 2024-June 2025) from $80K to $100K. The City meets with the Housing Authority several times throughout the year, providing an opportunity to connect on discussing options for improvements. The City is also finalizing a contract with CAB to provide eviction prevention and rapid rehousing support for inidividuals and families experiencing homelessness or at risk of homelessness. The $500k PIP grant from the State will provide case management support for up to 80 families and provide $350,000 in housing assistance.
Policy 4.2 Investigate and
apply for various state,
federal, and private
sources to provide
financing for the
construction of new
housing and the provision
of supportive services.
4.2a. Apply for CalHome grants and
other state and federal sources each
time the City deems the application is
competitive and the funding can be
adequately leveraged in an effort to
expand homeownership opportunities to
low- and moderate-income buyers
through homebuyer assistance.
Apply for CalHome grants
and other State and
Federal funding sources
each time the City deems
the application is
competitive and the
funding can be adequately
leveraged for homebuyer
assistance.
City did not apply for Cal HOME or any other types of federal of state homebuyer assistance funds in 2024.
Policy 4.2 Investigate and
apply for various state,
federal, and private
sources to provide
financing for the
construction of new
housing and the provision
of supportive services.
4.2b. Support the continuation of the
Affordable Housing Trust Fund to
promote the development and
preservation of affordable housing,
particularly extremely low income units,
and to utilize as leverage for other
sources of funding.
On an annual basis,
allocate Permanent Local
Housing Allocation (PLHA)
funding to continue to
support the Affordable
Housing Trust Fund to
promote the development
and preservation of
affordable housing.
Funded Pacific Station North 100% affordable housing project and Downtown Affordable Library Housing 100% affordable project with Affordable Housing Trust Fund (AHTF) and a State match award from the Local Housing Trsut Fund (LHTF).
Pacific Station North includes 32 extremely-low income (ELI) units, and the Downtown Affordable Library Housing project includes 19 ELI units
17.35 Policy 5.1 Provide Code
Enforcement services to
ensure that the character
and quality of
neighborhoods and
housing is maintained.
5.1a. Continue to implement the City’s
code enforcement program as a key
method of maintaining the quality of
neighborhoods and housing.
Continue to implement the
City’s code enforcement
program
The City’s code enforcement program continues to be implemented. In 2024, the program identified and resolved 115 substandard cases.
Policy 5.1 Provide Code
Enforcement services to
ensure that the character
and quality of
neighborhoods and
housing is maintained.
5.1b. Continue to proactively offer
special code compliance assistance like
free community cleanup and refuse
disposal days in lower income areas
such as Beach Flats and Lower Ocean
and work with community groups in
those areas to increase awareness of
neighbors in those areas.
Provide refuse disposal
days in lower income
areas at least once a year.
The City hosted two clean ups in the fall of 2024 with one in the Beach Flats neighborhood and the other in the Lower Ocean neighborhood.
Policy 5.2 Provide a rental
housing inspection
program that improves the
quality of housing,
neighborhood conditions,
and health of residents.
5.2a. Continue to administer the City’s
rental inspection program to ensure
maintenance of a healthy and safe rental
housing stock throughout the City. Assist
a minimum of 100 units in need of
rehabilitation.
Continue to administer the
City’s rental inspection
program.
The City's rental inspection program continues to be administered. In 2024, 108 units with substandard issues were corrected through the Residnetial Rental Inspection Service.
Policy 5.2 Provide a rental
housing inspection
program that improves the
quality of housing,
neighborhood conditions,
and health of residents.
5.2b. Develop an expanded outreach
program on the City’s rental inspection
program and other Code Enforcement
initiatives by working with other City
departments, community groups, or
nonprofit organizations to reach people
in need of help who are unaware of the
program or its benefits.
Expand the City’s rental
inspection program
outreach by March 2025.
Not yet started.
Policy 5.3 Provide housing
rehabilitation assistance
to low-income households
when feasible.
5.3a. Assist a minimum of 100 units
during the planning period through local,
state, and federal partnerships to fund or
extend loans to low-income
homeowners or rental property owners
with low-income tenants to upgrade
housing or eliminate substandard or
unsafe housing conditions.
Assist a minimum of 100
units during the planning
period through local, state,
and federal partnerships to
fund or extend loans
housing upgrades.
The City assisted 221 units through partnerships to fund or extend loans to low income units in 2024. At 90 Mission Street (50 units), new owners repaid the existing HOME and Redevelopment loan to the City and extended the affordability. 119 Coral St (121 units including 1 manager unit) consolidated City loans (HOME, CDBG). Jessie St apartments (50 units including 2 manager units) was a new proposed project with new affordability established but no loan action or funding from the City.
Policy 5.3 Provide housing
rehabilitation assistance
to low-income households
when feasible.
5.3b. Seek out housing rehabilitation
program funding that would particularly
increase energy efficiency within a
project or assist low-income seniors to
age in place.
Follow the Climate Action
Plan 2030 Decarbonization
Roadmap that seeks to
provide funding for lowincome and senior housing
assistance for energy
efficiency and building
electrification.
Reapplied for the HUD PRO Housing grant for project entitled: Preserving and Promoting Equitable Housing Affordability and Climate Resilience in Santa Cruz, CA in October, 2024.
Policy 5.4 Provide
additional support to
historically underserved
areas, such as Beach Flats
and Lower Ocean.
5.4a. Provide targeted and culturally
responsive outreach to the South of
Laurel, Beach Flats, and Lower Ocean
neighborhoods for policy initiatives and
projects that may affect those areas and
work with community members to
promote increased participation.
Provided targeted
outreach to the South of
Laurel, Beach Flats, and
Lower Ocean
Neighborhoods whenever
policy initiatives and
projects may affect those
areas.
The Department of Planning and Community Development's Code Compliance Division held community cleanup events in the Lower Ocean and Beach Flats neighborhoods in 2024 and provided outreach on planning efforts at those events to at least 58 attendees. The City also provided enhanced noticing and targeted outreach to residents and business owners in these neighborhoods as part of the policy development process for the Downtown Expansion project South of Laurel in 2024.
Policy 5.4 Provide
additional support to
historically underserved
areas, such as Beach Flats
and Lower Ocean.
5.4b. Annually host a neighborhood
meeting to gather input and feedback
from historically underserved
communities and relevant organizations
and agencies regarding resident’s needs.
Annually host a
neighborhood meeting to
gather feedback on
resident needs.
The City held the following Local district engagement meetings in 2024:
September 25th - Westside engagement meeting for Districts 3 and 6; October 24th at De Laveaga Elementary School for District 1, and December 3rd at Gault Elementary for District 2, which includes the Lower Ocean neighborhood. The City also held a number of West Cliff road map community conversations in 2024 on September 26th, October 21st, and November 19th.
Policy 5.4 Provide
additional support to
historically underserved
areas, such as Beach Flats
and Lower Ocean.
5.4c. Continue to utilize the HUD
Neighborhood Revitalization Strategy
Area (NRSA) designation to target
support for the NRSA services such as
tutoring, food pantry, translation
services, referral services, rent
assistance, and more to the community
in historically underserved areas.
Continue to support NRSA
services in historically
underserved areas.
Nueva Vista recieved $150,000 CDBG program funding for the 2024 program year, assisting 970 households.
17.36 Policy 5.5 Protect
susceptible populations
while improving
infrastructure, resources,
and access to affordable
units.
5.5a. Maintain and continue to
implement the City’s affordable housing
preservation strategies, such as
negotiating agreements to extend the
length of affordable housing deed
restrictions that are set to expire.
Continue to implement the
City’s existing affordable
housing preservation
strategies.
The City is currently in the process of working with State HCD to preserve up to 87 Saint George affordable units pending owner lawsuit with the City. Jessie Street Apartments is in the process completing the new Terrace Apartments that preserves the affordability of 12 of the previous units from the original development and is now adding an additional 38 affordable units to the propoerty. 119 Coral Street project consolidated their existing City loans in 2024 to move forward with the new 121 permanent supportive unit project.
Policy 5.5 Protect
susceptible populations
while improving
infrastructure, resources,
and access to affordable
units.
5.5b. Adopt anti-displacement policies,
programs, or code amendments, such
as additional antiretaliation policies and
programs or a revised first right of refusal
to tenants displaced due to
development, after evaluating the
effectiveness of existing antidisplacement strategies and tools and engaging with the community to develop
a list of best practices and
recommendations.
Implement new antidisplacement measures by
September 2025.
In 2024, the City outlined SB649 local tenant preference implementation to City Council as part of the draft Downtown Plan Expansion, and that received support from Council. Staff anticipates starting work on an SB649 local tenant preference program in 2025.
Policy 5.5 Protect
susceptible populations
while improving
infrastructure, resources,
and access to affordable
units.
5.5c. Establish a program that promotes
the rental protections that are in effect,
including bilingual tenant legal services,
and utilize a variety of means to
distribute that information widely with a
focus on getting that information
disseminated in lower-income areas.
Establish a program to
disseminate rental
protection information,
especially to lower-income
areas, by June 2024, and
they continue this program
on an ongoing basis
thereafter.
The City anticipates disseminating rental protection information to tenants during the Lower Ocean and Beach Flats cleanups in 2025.
Policy 6.1 Seek to mitigate
displacement risks and
remove barriers to housing
choice vouchers.
6.1a. Work with the Housing Authority of
the County of Santa Cruz and property
owners with the goal to continue funding
that provides incentives to rent to
vouchers holders. Provide funding for at
least one incentive program per year.
Coordinate annually with
the Housing Authority of
the County of Santa Cruz
to continue funding
incentives to landlords for
voucher rentals.
During the 2024 year there were 8 Landlord Incentive Program (LLIP) vouchers paid out by the Housing Authority.
Policy 6.1 Seek to mitigate
displacement risks and
remove barriers to housing
choice vouchers.
6.1b. Coordinate with the County
Housing Authority of the County of Santa
Cruz annually to identify and provide
support for pursuing funding
opportunities for voucher holder and
lowincome tenant assistance programs,
including, but not limited to, assistance
with security deposits and moving
expenses. Assist a minimum of 100
households throughout the planning
period.
6.1b. Coordinate with the
County Housing Authority
of the County of Santa
Cruz annually to identify
and provide support for
pursuing funding
opportunities for voucher
holder and lowincome
tenant assistance
programs, including, but
not limited to, assistance
with security deposits and
moving expenses. Assist a
minimum of 100
households throughout
the planning period.
The City has partnered with the Housing Authority to secure Project Based Vouchers (PBVs) for several 100% affordable housing projects. For 2024 we are counting PBVs at time of lease up. Pacific Station South leased up during Sept 2024 with 47 PBV units. Cedar Street Apartments leased up in May 2024 with 8 PBV and Veteran Affairs Supportive Housing (VASH) units. Six households recieved security deposit assitance during 2024. Security Deposit funding allocation increased in the 2024-2025 fiscal year from $80K to $100K.
Policy 6.1 Seek to mitigate
displacement risks and
remove barriers to housing
choice vouchers.
6.1c. Provide support to the Housing
Authority of the County of Santa Cruz
during implementation of their “Moving
to Work” program, which will expand
opportunities for financial assistance
and vouchers.
Provide support to the
Housing Authority of the
County of Santa Cruz
during implementation of
their “Moving to Work”
program by December
2025.
In 2024, the City continued to provide resources and support for the Housing Authority's 415 Natural Bridges Drive project in the City of Santa Cruz.
Policy 6.1 Seek to mitigate
displacement risks and
remove barriers to housing
choice vouchers.
6.1d. Support the Housing Authority of
the County of Santa Cruz in adopting
more vouchers for special needs groups
such as persons with disabilities or
larger, low-income families with
children.
By December 2027,
support the Housing
Authority of the County of
Santa Cruz in adopting
more vouchers for special
needs groups.
831 Water – 64 total PBVs - 15 HUD-VASH, 4 PBV units for transition-aged youth, 29 standard PBV units (families from HCV Waiting List), 16 PBV units for disabled families from the HCV Waiting List. Harvey West – 60 total PBVs + 20 non-voucher Shelter Plus Care units – 20 HUD-VASH, 25 PBV units for disabled or medically vulnerable homeless families, 15 Mainstream PBV units (non-elderly disabled families). Jessie Street – 48 total PBVs – 19 HUD-VASH, 3 PBV units for veterans ineligible for HUD-VASH, 13 PBV units for homeless families, 13 PBV units for returning residents (standard PBV units offered to HCV WL families upon turnover). 525 Water St- 23 VASH PBV
17.37 Policy 6.1 Seek to mitigate
displacement risks and
remove barriers to housing
choice vouchers.
6.1e. Develop a proactive approach to
inform renters about various resources
that may be available to them, such as
rental and security deposit assistance
programs, with a focus on providing
information in low-income areas like
Beach Flats and Lower Ocean.
Develop a program by
March 2025 to proactively
inform renters about
resources that may be
available to them and
continue the program
thereafter on an ongoing
basis.
The City has created user friendly access to both landlord and tenant housing resources at the local, state and federal level to reach as many community members as possible, including housing resources on the City website, brochures with local City housing resources that are available in print and on the web, and social media blasts advertsing new affordable housing waitlists, leasing opportunities, and more. These resources are also available in Spanish. The City is developing outreach materials to distribute to households in the Beach Flats and Lower Ocean neighborhoods to distribute to residents during annual neighborhood cleanup events.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2a. Annually conduct outreach to
developers and community
organizations to identify development
opportunities and incentives for the
creation of affordable housing units.
Annually conduct outreach
to developers and
community organizations
to identify development
opportunities and
incentives for the creation
of affordable housing
units.
The City currently has approximately 900 affordable units in the development pipeline. The City meets with developers regulary to move these affordable housing projects forward. The City held four developer roundtable meetings that included developers for affordable housing. The City has also reached out to community organizations to be part of an anti-displacement policy process that we are looking to receive HUD funding for.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2b. Continue to implement the City’s
Inclusionary Ordinance to create mixedincome developments throughout the City. Facilitate the development of a
minimum of 250 affordable units through
the Inclusionary Ordinance.
Continue to implement the
City’s Inclusionary
Ordinance to create mixed
income developments
throughout the City to
create at least 250
affordable units through
the Inclusionary
Ordinance.
The City continues to implement the Inclusionary Ordinance. In 2024, 54 inclusionary units were created and memorialized in a memorialized in a recorded Affordable Housing Development Agreement (AHDA) pursuant to the City's inclusionary ordinance.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2c. Revise ADU regulations to provide
additional units in single-family zoning
by such methods as removing owner
occupancy requirements, allowing
additional ADUs under certain
circumstances, or similar measures.
By May 2024, conduct
community outreach and
present City Council with a
proposed amendment to
the ADU regulations to
further support ADU
development.
Outreach was conducted in August, September, and November 2024, including a community meeting, a City Hall to You open house event, and two presentations to local realtors groups. In October and December 2024, staff presented City Council with proposed modifications to the ADU regulations to remove all owneroccupancy requirements, allow up to three ADUs on a single family lot, allow for the separate sale of ADUs and their primary dwelling as condominiums, and other changes to maintain compliance with state law.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2d. Adopt an ordinance that expands
housing opportunities in single-family
zones by amending the Zoning
Ordinance to allow the conversion of
larger homes to multiple units when
doing so would currently exceed
limitations on types of housing allowed
and would currently exceed density
limits.
Adopt Zoning Ordinance
amendments to expand
housing opportunities in
single-family zones by
December 2029.
In 2024, the City approved an ordinance to allow ADUs to be mapped as condominiums and sold separately. The City also approved an ordinance to increase the number of ADUs on a site with a single family home to three, exceeding the number required to be allowed by state ADU law.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2e. Expand the use of Flexible Density
Units into more zoning districts in
conjunction with an SB 10 overlay
district to provide opportunities for more
small units in the City, particularly in
higher resource areas.
Conduct community
outreach and present
Council with an
amendment to the Zoning
Ordinance to expand the
use of Flexible Density
Units in conjunction with
an SB 10 overlay district by
December 2026.
Not yet started.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2f. Develop a local ordinance to
implement SB 9 consistent with State
law.
Amend the Zoning
Ordinance to reflect State
law by December 2027.
Not yet started.
Policy 6.2 Support
affordable housing and the
siting of new housing that
furthers fair housing.
6.2g. Recruit residents from areas of
concentrated poverty and from
underrepresented groups to serve on
boards, committees, task forces, and
other local government decision-making
or recommending bodies with the goal of
identifying two new members to
participate.
Complete initial
recruitment by January
2025, and then continue
recruitment efforts on an
ongoing basis thereafter
with the goals of
identifying two new
members to participate.
As part of the City’s SC Like Me initiative, the Health in All Policies (HiAP) City Council Committee adopted two targets related to diversity in committees and commissions: Increase representation of LatinX community members by 60% and renters by 30% by 2025. In 2024 the HiAP City Council Committee also recommended targeted outreach to renters and exploration of ways to include youth in committees and commissions. Additionally, for FY25 (July 2024 through June 2025), City Council allocated $25,000 for a City advisory body member compensation pilot program.
Policy 6.3 Support the
development and
marketing of accessible
housing, senior housing,
and tenant services.
6.3a. Work with landlords, the Housing
Authority of the County of Santa Cruz,
and the regional center for
developmental services to create a list of
properties suitable and available for
persons with disabilities and seniors.
By June 2027, make the list
of properties available to
partnering organization
and publicly available on
the City website.
Not yet started.
17.38 Policy 6.3 Support the
development and
marketing of accessible
housing, senior housing,
and tenant services.
6.3b. Continue to fund bi-lingual tenant
legal counseling services, and continue
to update and provide understandable,
bi-lingual information about most readily
used housing/tenant laws, such as the
City’s Large Rent Increase Ordinance,
Relocation Assistance Ordinance, or
State rental application law.
Inform bi-lingual tenant
legal counseling service
providers of funding
availability, encourage
them to apply for available
City funding opportunities,
and update the City’s
information resources as
needed.
Housing and Economic Rights Advocates (HERA) has applied for funding is funded with CDBG funding awarded through the FY 24-25 City award allocation.
The City Housing Resources Brochure and tenant resources webpage are both available in Spanish and include information on housing/tenant laws including the City's Large Rent Increase Ordinance, Relocation Assistance Ordinance, and other state and federal laws and programs. These brochures are available at the EDH office and Downtown Kiosk and we typically bring these to most community events. HERA is on our notification list for annual HUD application and funding periods.
Policy 6.3 Support the
development and
marketing of accessible
housing, senior housing,
and tenant services.
6.3c. Maintain the AARP Age-Friendly
Community designation and assemble a
standing committee of City staff to
coordinate projects and operations that
integrate the Age-Friendly Community
program pillars.
Complete a needs
assessment by January
2025 and continue City
staff coordination on
relevant projects on an
ongoing basis thereafter.
The City obtained the Age-Friendly Community designation in 2023 and continues to retain that designation. The related City staff committee met in February and July of 2024. The City completed a needs assessment in March 2024 via the Age Well Santa Cruz County survey, obtaining over 1,200 responses from city residents and identifying the primary needs of those aged 60 and up.
Policy 6.4 Consider
displacement risks due to
new development,
economic trends, and the
environment, and provide
community investments to
support fair housing.
6.4a. Apply for at least one grant per year
focused on improving community assets
such as recreational facilities and
programs, social service programs,
parks, streets, active transportation, and
infrastructure in areas identified as
those in highest need.
Apply for at least one grant
per year focused on
improving community
assets such as
recreational facilities and
programs, social service
programs, parks, streets,
active transportation, and
infrastructure in areas
identified as those in
highest need.
Preserving and Promoting Equitable Housing Affordability and Climate Resilience in Santa Cruz, CA for the Pathways to Removing Obstacles to Housing (ProHousing Grant application) was submitted by the City in October 2024. ASHC grant application- River Street ASHC application was submitted 3/19/24.
Policy 6.4 Consider
displacement risks due to
new development,
economic trends, and the
environment, and provide
community investments to
support fair housing.
6.4b. Amend the City’s Relocation
Ordinance to include Right of First
Refusal requirements for existing, lowincome households who are vacated from their housing situation due to
redevelopment.
Present to City Council
amendments to the City’s
Relocation Ordinance by
September 2025.
Not yet started.
Policy 6.4 Consider
displacement risks due to
new development,
economic trends, and the
environment, and provide
community investments to
support fair housing.
6.4c. Maintain, implement, and update
the City’s Local Hazard Mitigation Plan
(LHMP) and Climate Adaptation Plan
(CAdP) on the required schedule to,
among other things, reduce the
likelihood of displacement associated
with flooding, sea level rise, and wildfire.
Maintain, implement, and
update the City’s Local
Hazard Mitigation Plan and
Climate Adaptation Plan.
Draft Local Hazard Mitigation (LHM) and Climate Adaptation Plan was submitted to CalOES on December 4, 2024 for approval. Displacement is addressed but there is not an explicit project related to displacement. Link to Draft Plan submitted:
https://www.cityofsantacruz.com/home/showpublisheddocument/102243/6386 66529329870000
Policy 6.4 Consider
displacement risks due to
new development,
economic trends, and the
environment, and provide
community investments to
support fair housing.
6.4d. Provide assistance to tenants by
maintaining the City’s Large Rent
Increase Ordinance and expand
outreach efforts to actively disseminate
information on the City’s Large Rent
Increase Ordinance to landlords
enrolled in the Residential Rental
Inspection Program and to tenants
throughout the City.
By December 2024, create
a process to provide
information on the City’s
Large Rent Increase
Ordinance to landlords
enrolled in the Residential
Rental Inspection
Program.
The City is developing a program to provide information on the large rent increase ordinance to landlords and tenants in three ways: placing information on the Residential Rental Inspection Program webpage, sending out information along with the Residential Rental Inspection Program annual affidavit forms to landlords, and disseminating information to participants at the Lower Ocean and Beach Flats neighborhood cleanup events. The City started developing this program in December 2024 and anticipates implementation in 2025.
Policy 6.4 Consider
displacement risks due to
new development,
economic trends, and the
environment, and provide
community investments to
support fair housing.
6.4e. Maintain the City’s mobile home
rent control ordinance.
Maintain the City’s mobile
home rent control
ordinance.
The City continues to maintain the mobile home rent control ordinance.
Policy 6.4 Consider
displacement risks due to
new development,
economic trends, and the
environment, and provide
community investments to
support fair housing.
6.4f. Approach the Housing Authority,
Community Action Board, or other
community partner about exploring the
potential to administer a universal rental
application form that minimizes costs
and administrative hurdles for rental
applications.
Coordinate with
community partners and
determine the feasibility of
a universal rental
application form by June
2025.
Not yet started.
17.39 Policy 7.1 Implement the
City’s Securing Our Water
Future policy.
7.1a. Implement a water supply
augmentation strategy consistent with
the adopted City water policy and plans.
Implement the City’s
Securing Our Water Future
supply augmentation
strategies.
In 2024, the Water Department progressed implementation of multiple projects to implement the Securing Our Water Future supply augmentation strategies.
Aquifer Storage and Recovery (ASR) in the Santa Cruz Mid-County Groundwater Basin: Design was completed for conversion of the existing Beltz 12 well facility for ASR operations, and a construction bid package was prepared with plans to bid the project in early 2025. Design was also progressed for conversion of the existing Beltz 8 well facility for ASR operations with plans to complete design in mid-2025. City of Santa Cruz - Scotts Valley Water District Intertie: The new intertie will facilitate water transfers and/or ASR in the Santa Margarita Groundwater Basin. As of 2024, the intertie design was completed, the project was bid, a contractor was selected, and pre-construction activities were initiated.
Pipeline and pump station construction will begin early 2025. Climate Resilient Santa Cruz: Graham Hill Water Treatment Plant Facility Improvements Project:
Planned improvements to the City’s surface water treatment plant will facilitate augmentation strategies by supporting treatment of wet season water and increasing treatment reliability. Project design was completed, and construction under a design-build contract is anticipated in begin mid-2025.
Policy 7.1 Implement the
City’s Securing Our Water
Future policy.
7.1b. Plan for water supply reliability to
meet all customer water demand under
climate change conditions and maintain
a continuing emphasis on reinforcing
current levels of customer water use
efficiency.
Use the City’s Securing
Our Water Future policy to
plan for water supply
reliability on an ongoing
basis.
The Water Department continued progress on the Water Supply Augmentation Implementation Plan (WSAIP) to provide a roadmap for implementing the City’s Securing Our Water Future supply augmentation strategies. The WSAIP is expected to be finalized in spring 2025. Additionally, the Water Department continues coordination with the Santa Cruz Mid-County Groundwater Agency on a regional evaluation of water supply alternatives that is focused on restoration of the Santa Cruz Mid-County Basin through ASR, water transfers, and Soquel Creek Water District’s Pure Water Soquel Project which is nearing completion of construction.
Policy 7.1 Implement the
City’s Securing Our Water
Future policy.
7.1c. Ensure that adequate solid waste,
stormwater, and sewer services
continue to be available for residents
and businesses through advance
planning. Evaluate conveyance capacity
as part of development application
review and identify and implement steps
to upgrade conveyance capacity when
necessary.
Plan for and implement
strategies to ensure that
adequate solid waste,
stormwater, and sewer
services continue to be
available for residents and
businesses, both
proactively and as part of
the development review
process.
The City has ensured adequate solid waste, stormwater and sewer services continue to be available for residents and businesses through the implementation of our ongoing landfill master plan, stormwater management plan, and is in the process of updating the City’s Wastewater System Master Plan which was started in late 2024 and is expected to be a 2-year effort. In 2024, development applications were reviewed for conveyance capacity. If a City main was identified as lacking capacity, the development project approval was conditioned to require updating existing infrastructure to meet current standards and expected flows.
Policy 7.2 Support green
building principles and
building decarbonization
efforts to reduce and
respond to global warming
and impact of climate
change.
7.2a. Expand upon current efforts to
decarbonize and electrify existing
buildings, including seeking incentives
for the associated construction and
remodeling.
Use the Climate Action
Plan to support
decarbonization and
electrification efforts on an
ongoing basis
In 2024, the City adopted an energy reach code that applies to major renovations or additions to single family homes. In 2024, the City's energy reach code for energy efficient new construction went into effect. See above HUD grant for funding of incentives for decarbonization and resilience in existing buildings.
Policy 7.2 Support green
building principles and
building decarbonization
efforts to reduce and
respond to global warming
and impact of climate
change.
7.2b. Continue to support green building
principles and the existing building
decarbonization and electrification
efforts. Consider adjustments to the
programs as needed to respond to
external conditions and meet the City’s
latest sustainability goals.
Support the City’s current
green building,
decarbonization, and
electrification efforts on an
ongoing basis.
In 2024, the City continued to implement the City's green building program. The City also adopted an energy reach code to increase efficiency of single family homes undergoing major additions or renovations.
Policy 7.2 Support green
building principles and
building decarbonization
efforts to reduce and
respond to global warming
and impact of climate
change.
7.2c. Amend the Municipal Code and
Green Building Ordinance to
compliment the 2022 CalGreen Code.
By December 2025, amend
the Municipal Code and
Green Building Ordinance
to reflect the 2022
CalGreen Code.
Not yet started.
Policy 7.2 Support green
building principles and
building decarbonization
efforts to reduce and
respond to global warming
and impact of climate
change.
7.2d. Use the Climate Action Plan’s
Development Compliance Checklist as
part of review of all new housing projects
to support relevant Climate Action Plan
actions and help ensure compliance.
Use the Climate Action
Plan’s Development
Compliance Checklist for
development review on an
ongoing basis and update
the Climate Action Plan
targets, measures, and
actions as required by the
State.
The checklist is used on an ongoing basis as part of the CEQA review of development applications. For those projects that do not qualify for a CEQA exemption, the checklist is used to determine whether further review is required under CEQA. No state requirements prompted any updates to targets, measures, and actions in 2024.
17.40 Policy 7.3 Support transitoriented development and non-motorized
transportation.
7.3a. Facilitate the development of
transit-oriented development through
General Plan and Zoning Ordinance
standards.
Follow the General Plan
and Zoning Ordinance to
facilitate transit-oriented
development on an
ongoing basis.
The City continues to implement the General Plan and Zoning Ordinance, which have land use and transporation objectives that support each other.
Policy 7.3 Support transitoriented development and
non-motorized
transportation.
7.3b. Collaborate with City departments
and other local agencies to link land
uses and transportation systems and
promote bicycle- and pedestrian-friendly
neighborhoods.
Collaborate with City
department and other
local agencies on an
ongoing basis to support
quality land use and
transportation interplay
and promote bikeable and
walkable neighborhoods.
The City of Santa Cruz Planning and Public Works teams meet monthly for an interdepartmental coordination meeting to support connected transportation and land use. This includes project and policy level issues. The City of Santa Cruz continues to participate in the Santa Cruz County Regional Transportation Commission's Interagency Technical Advisory Committee (ITAC). ITAC includes Public Works and Planning representatives from all jurisdictions in the county as well as METRO and transportation service providers. These monthly meetings provide ongoing opportunities to promote bikable and walkable neighborhoods.
In 2024, Public Works received City Council approval to work on updating the Traffic Impact Fee to better support active transportation and transit. Planning worked with AMBAG to refine their Regional Growth Forecast and Transporation Analysis Zone data to further inform regional transporation planning.
Policy 7.4 Support the
safety of existing and
future households as
climate emergencies such
as floods and wildfires
occur more frequently due
to climate change.
7.4a. Publish and maintain an
emergency resources page on the City’s
website.
Publish an emergency
resources page on the
City's website by January
2026 and maintain it
thereafter.
The City maintains an emergency resources webpage:
https://www.cityofsantacruz.com/community/emergency-management. This page, including several subpages, provides information to the public on emergency zone maps, emergency preparedness tips, a sign up page for the Cruz Aware emergency communication system, information about the City's Office of Emergency Services, links to external agency pages related to disaster preparedness and response, information on different types of potential disasters (earthquakes, flooding and coastal storms, wildfire, tsunami, public health emergency), the City's Emergency Operations Plan, cybersecurity tips, emergency information media resources, history of disasters in Santa Cruz, and the CIty's Local Hazard Mitigation Plan.
Policy 7.4 Support the
safety of existing and
future households as
climate emergencies such
as floods and wildfires
occur more frequently due
to climate change.
7.4b. Use a variety of means such as
social media, text messages, targeted
reverse 911, City and other websites,
press releases, and email lists to provide
emergency information quickly.
Utilize available tools to
provide emergency
information quickly on an
ongoing basis.
Emergency alert and notification represent foundational elements of the City’s emergency management organization. The City uses a variety of means such as social media, text messages, targeted reverse 911, City and other websites, press releases, and email lists to provide emergency information quickly. In 2024 the City pushed to register community members to receive emergency alerts through the CruzAware alert and notification platform. The City worked to identify gaps in CruzAware alert registrations between different City Council Districts and evacuation zones. The City also worked to coordinate the development of hazardspecific alert and warning messages for dissemination in different types of events.
Policy 7.4 Support the
safety of existing and
future households as
climate emergencies such
as floods and wildfires
occur more frequently due
to climate change.
7.4c. Update and implement Local
Hazard Mitigation Plan and Climate
Adaptation Plan, both of which identify
programs, resources, and policy
decisions for areas at risk of flooding and
fires.
Update the Local Hazard
Mitigation Plan and
Climate Adaptation Plan
by June 2024.
The combined and integrated draft Local Hazard Mitigation Plan and Climate Adaptation Plan was submitted for approval to the California Governor's Office of Emergency Services on 12/4/2024. The City expects to have approval by late spring 2025. Due to receipt of a grant to fund consulting assistance on the plan, the project was delayed by 6 months.
17.41 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020 17.42
Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
The description should adequately document how each
unit complies with subsection (c) of Government Code
Section 65583.1+.
For detailed reporting requirements, see the chcklist
here:
Extremely LowIncome+ Very Low-Income+ Low-Income+ TOTAL UNITS+Extremely LowIncome+Very LowIncome+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
218 218 119 Coral St units requested a loan consolidation and extension from COSC and this extened the affordability of the 120 studio units 55 years past the completion of the project. 314 Jessie St Apartments rennovated the
apartments to build a 50 unit affordable project, two of which are manager units and are not subject to
affordability. 90 Grandview, Mission Gardens 50 units was purchased by new owners and the affordability preserved.
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income 218 218
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020 17.43
Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates
an optional field
Reporting Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
ModerateIncome Non Deed
Restricted
Above
ModerateIncome
Total Moderate Income Units
Converted from Above
Moderate
Date Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA
17.44 Jurisdiction Santa Cruz
Reporting Period 2024 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 12/15/2023 - 12/15/2031 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.
17.45 Jurisdiction Santa Cruz Note: "+" indicates an optional field Reporting Period 2024
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
005-151-35 326 Front Street Public Facilities Exempt Surplus Land 0.101
005-151-48 302 Front Street Public Facilities Exempt Surplus Land 0.11
NOTE: This table must contain an invenory of ALL
surplus/excess lands the reporting jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Santa Cruz County jurisdictions, please format the APN's as follows:999-999-99-9999
17.46 Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Project Type Date
Units (Beds/Student
Capacity) Granted
Density Bonus
Notes
2 3 5 6
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date Very Low- Income
Deed Restricted
Very Low- Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income Non
Deed Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
ModerateIncome
Total Additional Beds
Created Due to Density
Bonus
Notes
Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This
table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report January 2020 17.47
Jurisdiction Santa Cruz ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2024 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 12/15/2023 - 12/15/2031
Yes
Table K
Tenent Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese).
Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational. https://www.cityofsantacruz.com/government/city-departments/economic-development-and-housing/housing-assistance-information-and-resources/landlord-tenant-resources/tenant-preference-policy Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.
Notes
17.48 Jurisdiction Santa Cruz
Reporting Year 2024 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.
Task $ Amount Awarded $ Cumulative Reimbursement
Requested
Other
Funding Notes
Project Initiation (Task 1) $15,480.33 $15,480.33 None Reimbursement Received Analyze Regional Housing Needs
Assessment (Task 2) $47,930.00 $47,930.00 None Reimbursement Received Land Use Strategies - Prototype
and Testing (Task 3) $53,311.50 $53,311.50 None Reimbursement Received General Plan Consistency Analysis
(Task 4) $12,914.50 $12,914.50 None Reimbursement Received CEQA (Task 5) $17,534.50 $17,534.50 None Reimbursement Received Draft and Final Document (Task 6) $42,275.00 $42,275.00 None Reimbursement Received Adoption (Task 7) $4,118.00 $4,118.00 None Reimbursement Received Meetingsn and Project
Management (Task 8) $67,402.50 $67,402.50 None Reimbursement Received Revision (Task 9) $23,590.50 $23,590.50 None Reimbursement Received Direction Expenses Allocation
(Task 9) $11,858.50 $11,858.50 None Reimbursement Received
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
$ 300,000.00
Completed
Completed
Task Status
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
17.49 Indirect Expenses (Travel) 5%
(Task 9) $3,584.67 $3,584.67 None Reimbursement Received Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 167
Non-Deed Restricted 0
Deed Restricted 54
Non-Deed Restricted 1
Deed Restricted 12
Non-Deed Restricted 1
122
357
Current Year
Deed Restricted 90
Non-Deed Restricted 120
Deed Restricted 43
Non-Deed Restricted 173
Deed Restricted 0
Non-Deed Restricted 54
74 554
Current Year
Deed Restricted 17
Non-Deed Restricted 0
Deed Restricted 49
Non-Deed Restricted 43
Deed Restricted 0
Non-Deed Restricted 35
245
389
Completed
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Low
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
17.50 Table Cell Row Error Type
Table A P 141 The sum of Columns I-O must be greater than 0.
Table A P 141 This cell is blank and should have a value as long as any other item in this row is populated.
Table A F 151 This cell is blank and should have a value as long as any other item in this row is populated.
Table A F 151 This cell must contain one of these values: SFA, SFD, 2-4, 5+, ADU, MH Table A F 152 This cell is blank and should have a value as long as any other item in this row is populated.
Table A F 152 This cell must contain one of these values: SFA, SFD, 2-4, 5+, ADU, MH Table A F 153 This cell is blank and should have a value as long as any other item in this row is populated.
Table A F 153 This cell must contain one of these values: SFA, SFD, 2-4, 5+, ADU, MH Table A2 AS 13 This cell is required because DB was entered in the Deed Restriction Type Column (section
17.51 ther item in this row is populated.
ther item in this row is populated.
5+, ADU, MH
ther item in this row is populated.
5+, ADU, MH
ther item in this row is populated.
5+, ADU, MH
Restriction Type Column (section 17, column AM.)
17.52 CALENDAR YEAR 2024
GENERAL PLAN ANNUAL PROGRESS REPORT
MARCH 25, 2025
Planning and Community Development