Agenda packet — Santee City Council, June 28, 2023

MEETING INFORMATION
Wednesday, June 28, 2023
6:30 p.m.

Council Chambers | Building 2
10601 Magnolia Ave • Santee, CA 92071
TO WATCH LIVE:

AT&T U-verse channel 99 (SD Market) | Cox channel 117 (SD County) www.cityofsanteeca.gov

IN-PERSON ATTENDANCE
Please be advised that current public health orders recommend that attendees wear face coverings while inside the Council Chambers.

LIVE PUBLIC COMMENT
Members of the public who wish to comment on matters on the City Council agenda or during Non-Agenda Public Comment may appear in person and submit a speaker slip, before the item is called. Your name will be called when it is time to speak.

PLEASE NOTE: Public Comment will be limited to 3 minutes and speaker slips will only be accepted until the item is called. The timer will begin when the participant begins speaking.

June 28, 2023 | 6:30 p.m.
2 ROLL CALL: Mayor John W. Minto
Vice Mayor Laura Koval – District 3
Council Member Rob McNelis – District 1
Council Member Ronn Hall – District 2
Council Member Dustin Trotter – District 4
LEGISLATIVE INVOCATION: Pathways Community Church – Phil Herrington

PLEDGE OF ALLEGIANCE
PROCLAMATION: Proclaiming July 2023 as Parks and Recreation Month in the City of Santee
CONSENT CALENDAR:

PLEASE NOTE: Consent Calendar items are considered routine and will be approved by one motion, with no separate discussion prior to voting. The public, staff or Council Members may request specific items be removed from the Consent Calendar for separate discussion or action. Speaker slips for this category must be presented to the City Clerk at the start of the meeting. Speakers are limited to 3 minutes.
(1) Approval of Reading by Title Only and Waiver of Reading in Full of Ordinances and Resolutions on the Agenda. (City Clerk – Ortiz)
(2) Approval of Payment of Demands as Presented. (Finance – Jennings) (3) Approval of the Expenditure of $82,570.53 for May 2023 Legal Services. (Finance – Jennings)
(4) Rejection of Bid for Alarm Monitoring, Inspections & Repairs (Including Fire Sprinklers), RFB #23/24-20067; Finding the Action is Not a Project Subject to the California Environmental Quality Act (“CEQA”). (Community Services – Chavez) (5) Adoption of a Resolution Authorizing the City Manager to Execute a Second Amendment to the Professional Services Agreement with Rogers, Anderson, Malody & Scott, LLP for Audit Services, Annual Consolidated Financial Report Preparation. (Finance – Jennings)
(6) Approval of the Amended and Restated Heartland Communications Facility Authority’s Joint Exercise of Powers Agreement. (Fire – Matsushita) (7) Adoption of a Resolution Declaring its Intention to Levy, as a Successor Agency to County Service Area (CSA) 69, a Special Tax within the CSA 69 Reorganization Boundary for FY 2023-2024 by the City of Santee and Setting a Public Hearing. (Finance – Jennings)
June 28, 2023 | 6:30 p.m.
3 (8) Adoption of a Resolution Establishing the Appropriations Limit for FY 2023-24. (Finance – Jennings)
(9) Adoption of a Resolution Authorizing the Award of a Contract for Irrigation Materials and Landscape Supplies to SiteOne Landscape Supply, LLC per County of Orange Contract MA-060-23010231. (Community Services – Chavez) NON-AGENDA PUBLIC COMMENT (15 minutes):

Persons wishing to address the City Council regarding items not on the posted agenda may do so at this time. In accordance with State law, Council may not take action on an item not scheduled on the Agenda. If appropriate, the item will be referred to the City Manager or placed on a future agenda. This first Non-Agenda Public Comment period is limited to a total of 15 minutes. Additional Non-Agenda Public Comment is received prior to Council Reports.

CONTINUED BUSINESS:
(10) Resolution Approving the Capital Improvement Program for Fiscal Years 2024- 2028 and Adopting the Capital Improvement Program Budget for Fiscal Years 2023-24 and 2024-25. (City Manager/Finance – Best/Jennings) Recommendation:

Adopt the Resolution approving the Capital Improvement Program for Fiscal Years 2024-2028 and adopting the Capital Improvement Program budget for Fiscal Years 2023-24 and 2024-25, including any changes as directed by the City Council. (11) Continued Review of the Proposed Operating Budget for Fiscal Year 2023-24, and Resolution Adopting the Operating Budget for Fiscal Year 2023-24 and Taking Related Actions. (City Manager/Finance – Best/Jennings) Recommendation:

Adopt the Resolution adopting the Operating Budget for Fiscal Year 2023-24 and taking related actions, including any changes directed by the City Council. (12) Resolution Authorizing the City Manager to Execute a Professional Service Agreement with Interwest Consulting Group Inc. (a SAFEbuilt Company) for Specialized Professional Building Services. (Planning and Building – Sturm) Recommendation:

Adopt the Resolution authorizing the City Manager to execute a Professional Service Agreement with Interwest Consulting Group Inc. (a SAFEbuilt company) for Specialized Professional Building Services.

June 28, 2023 | 6:30 p.m.
4 NON-AGENDA PUBLIC COMMENT (Continued):

All public comment not presented within the first Non-Agenda Public Comment period above will be heard at this time.

CITY COUNCIL REPORTS:

CITY MANAGER REPORTS:

CITY ATTORNEY REPORTS:

CLOSED SESSION:
(13) Public Employee Performance Evaluation
(Government Code Section 54957(b))
Title: City Manager
(14) Conference with Labor Negotiators
(Gov. Code Section 54957.6)
City Designated Representative: City Manager
Employee Organization: Santee Firefighters Association
ADJOURNMENT:

June 28, 2023 | 6:30 p.m.
5 Jun 01 SPARC Council Chamber
Jun 12 Community Oriented Policing Committee Council Chamber Jun 14 Council Meeting Council Chamber
Jun 28 Council Meeting Council Chamber
Jul 06 SPARC CANCELLED Council Chamber
Jul 10 Community Oriented Policing Committee CANCELLED Council Chamber Jul 12 Council Meeting Council Chamber
Jul 26 Council Meeting CANCELLED Council Chamber
The Santee City Council welcomes you and encourages your continued interest and involvement in the City’s decision-making process.

For your convenience, a complete Agenda Packet is
available for public review at City Hall and on the
City’s website at www.CityofSanteeCA.gov.

The City of Santee complies with the Americans with Disabilities Act. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities, as required by Section 12132 of the American with Disabilities Act of 1990 (42 USC § 12132). Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the City Clerk’s Office at (619) 258-4100, ext. 112 at least 48 hours before the meeting, if possible.

BOARDS, COMMISSIONS & COMMITTEES

JUNE & JULY MEETINGS

|Proclamation
WHEREAS, parks and recreation is an integral part of communities throughout this country, including The City of Santee: and WHEREAS, parks and recreation promotes health and wellness, improving the physical and mental health of people who live near parks; and WHEREAS, parks and recreation promotes time spent in nature, which positively impacts mental health by increasing cognitive performance and well-being WHEREAS, parks and recreation encourages physical activities by providing space for popular sports, hiking trails, swimming pools and many other activities designed to promote active lifestyles; and
WHEREAS, park and recreation programming and education activities, such as outof-school time programming, youth sports and environmental education, are critical to childhood development; and
WHEREAS, parks and recreation increases a community’s economic prosperity through increased property values, expansion of the local tax base, increased tourism, the attraction and retention of businesses, and WHEREAS, our parks and natural recreation areas ensure the ecological beauty of our community and provide a place for children and adults to connect with nature and recreate outdoors; and
WHEREAS, since 2010, the Santee Park & Recreation Committee (SPARC) has contributed $360,960 to promote recreation, programming and services.

NOW, THEREFORE, I, John W. Minto, Mayor of the city of Santee, on behalf of the City Council do hereby proclaim July 2023 as
“Parks and Recreation Month”
in the city of Santee, and encourage all Santee residents to recognize the importance of access to local parks, recreation, trails, open space and facilities, and that Parks and Recreation enriches the lives of its residents and visitors as well as adding value to the community’s homes and neighborhoods IN WITNESS WHEREOF, I have hereunto set
my hand this twenty-eighth day of June, two
thousand twenty-three, and have caused the
Official Seal of the city of Santee to be affix
Mayor John W. Minto

vchlist
06/12/2023 12:41 :28PM
Bank code : ubqen
Voucher
Voucher List

CITY OF SANTEE
Page: 1
-----
Date Vendor Invoice PO# Description/Account Amount ---- ----------------- --------- ------ __ _,_ __________ ------ 491 6/1/2023 14942 CA DEPT OF HEALTH CARE SERVICE
1 Vouchers for bank code: ubgen
1 Vouchers in this report
Prepared by-;:s;;U-€;_,,f/J1.,/
Date: <1·�
Approved by: _ _,_,_�-·��-�"" �:.---"-- �---- Date: ___ t/a'-7+-+-l-i<:::.-+-.,_,,� '-,<,.cc•,,,__ __ y f _, '-"'� 139023268 DHCS SLEMSA
Total:

Bank total:

Total vouchers :
398,995.87
398,995.87
398,995.87
398,995.87
Page: 1
vchlist
06/05/2023 9:54:51AM
Bank code: ubqen
Voucher
6709163
60004040
Date Vendor
6/2/2023 14704 457 MISSIONSQUARE
6/2/2023 14705 RHS MISSIONSQUARE
2 Vouchers for bank code: ubgen
2 Vouchers in this report
Prepared by: =��
Date: &z cCj ,7, 12_)
Approved by: �t3!dL
Date: (? _,.... �-< ;>
Voucher List

CITY OF SANTEE
Invoice
PPE 05/24/23
PPE 05/24/23
------ PO# Description!Account
ICMA- 457
Total :

RETIREE HSA
Total:

Bank total:

Total vouchers
Page: 2
Amount
36,204.62
36,204.62
5,792.99
5,792.99
41,997.61
41,997.61
Page: 2
vchlist
06/05/2023 10:02:0SAM
Bank code : ubqen
Voucher Date ----------------- Vendor
12748 6/5/2023 10956 FRANCHISE TAX BOARD
12761 6/5/2023 10955 DEPARTMENT OF THE TREASURY
2 Vouchers for bank code : ubgen
2 Vouchers in this report
Pcepacedby.� Date: •
Approved
Date: z: 17'� �� /L
Voucher List

CITY OF SANTEE
Invoice
PPE 05/24/23
PPE 05/24/23
PO# Description!Account

CA STATE TAX WITHHELD
Total:

FED WITHHOLD & MEDICARE
Total:

Bank total:

Total vouchers :

Page: 3
Amount
29,456.03
29,456.03
89,012.27
89,012.27
118,468.30
118,468.30
Page: 3
vchlist
06/06/2023 10:50:19AM
Bank code : ubqen
Voucher List

CITY OF SANTEE
Voucher Date
_Ven__do__r ________________
lnv_o_i
c_e _________ P_O_# _____ Descript ion/Account
6233 6/6/2023 10353 PERS
1 Vouchers for bank code : ubgen
1 Vouchers in thi s report
Prepared by:"' .---,------�A{lC/C/ o/'yJ
Dale � Apprn,edb� Date: (a · .,... =
06 23 3 RETIREMENT PAYMENT
Total:

Bank total:

Total vouchers :

Page: 4
Amount
119,870.69
119,870.69
119,870.69
119,870.69
Page: 4
vchlist Voucher List Page: 5
06/07/2023 11:58:01AM CITY OF SANTEE
Bank code : ubqen
Voucher Date Vendor Invoice PO# Descript ion/ Account Amount 133655 6/7/2023 14650 A GARAGE DOOR AND GATE STORE 64251 54287 ROLL UP DOOR REPAIRS 859.30 64430 54287 ROLL UP DOOR REPAIRS 280.00
Total: 1,139.30
133656 6/7/2023 14917 ADDIGY INC S0-46973 54296 SOFTWARE MGMT AND CONFIGUf 2,137.50 Total: 2,137.50
133657 6/7/2023 14695 ALLIED COATINGS, INC. 22491 54142 EPOXY FLOOR AT STATION #5 22,340.00 Total: 22,340.00
133658 6/7/2023 12951 BERRY, BONNIE June 1, 2023 RETIREE HEALTH PAYMENTS 91.00 Total: 91.00
133659 6/7/2023 14849 BIT PROS INC 19619 54264 VHF RADIOS 11,313.75 Total: 11,313.75
133660 6/7/2023 14924 BOB JENSON AIR 23STE-00400 23STE-00400 494.37 Total: 494.37
133661 6/7/2023 13292 BORDER RECAPPING LLC 23-0066342-008 53865 TIRES 809.80 Total: 809.80
133662 6/7/2023 10032 CINTAS CORPORATION #694 4155642908 53959 MISC. SHOP RENTAL SERVICE 36.72 4155801199 53959 STATION SUPPLIES 50.42
Total: 87.14
133663 6/7/2023 10268 COOPER, JACKIE June, 1 2023 RETIREE HEALTH PAYMENT 91.00 Total: 91.00
133664 6/7/2023 14782 COSCO FIRE PROTECTION, INC. 1000599755 54190 AS NEEDED BACKFLOW REPAIRS 144.00 Total: 144.00
133665 6/7/2023 14796 DAKTRONICS INC 7036124 54203 LED VIDEO DISPLAY FOR CLOCK l 121,418.56 54203
Total: 121,418.56
133666 6/7/2023 10449 DAY MANAGEMENT CORPORATION INV775361 53876 RADIO REPAIR 85.00 Page: 5
vchlist Voucher List
06/07/2023 11:58:01AM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice
133666 6/7/2023 10449 10449 DAY MANAGEMENT CORPORATION (Continued) 133667 6/7/2023 14845 DIAMOND A EQUIPMENT, LLC E00165
133668 6/7/2023 14811 DIGITECH COMPUTER LLC 60003471
133669 6/7/2023 12483 DISCOUNT SIGNS AND BANNERS 5679
133670 6/7/2023 14675 EAST COUNTY TRANSITIONAL 20230504C 133671 6/7/2023 11929 ENGINEERING NEWS RECORD (ENR) 1107018177-23 133672 6/7/2023 14446 ENTERPRISE FM TRUST STMT 2725
133673 6/7/2023 10291 ENVIRONMENTAL SYSTEMS RESEARCH 94487994 133674 6/7/2023 10251 FEDERAL EXPRESS 8-150-53486
133675 6/7/2023 10009 FIRE ETC 179834
133676 6/7/2023 10066 GLOBALSTAR USA LLC 50831758
133677 6/7/2023 10256 HOME DEPOT CREDIT SERVICES 0162978 6162993
133678 6/7/2023 14878 IHEARTMEDIA ENTERTAINMENT, INC 8820086846 PO# Description/ Account
Total:
54259 SPRAY TRUCK SKID SPRAYER
Total:
54274 SLEMSA BILLING CONTRACT SER\
Total:
53877 PPE IDENTIFICATION DECALS
Total:
54081 CDBG-CV SUBRECIPIENT - ECTLC
Total:

ENR SUBSCRIPTION RENEWAL
Total:

VEHICLE LEASING PROGRAM
Total:

ESRI GIS PRE-CONFERENCE SEM
Total:

FEDEX SHIPPING CHARGES
Total:
53882 SAFETY APPAREL
Total:

SATELLITE PHONE SERVICE
Total:
53923 STATION SUPPLIES
53923 STATION SUPPLIES
Total:
54290 IHEARTRADIO ADS
Total:

Page: 6
Amount

85.00 11,775.24
11,775.24
19,657.57
19,657.57

29.09 29.09
15,240.00
15,240.00
149.99
149.99
5,759.63
5,759.63
795.00
795.00
104.66
104.66
323.25
323.25
102.39
102.39

27.89 151.57
179.46
4,528.88
4,528.88
Page: 6
vchlist
06/07/2023 11:58:01AM
Bank code: ubqen
Voucher Date Vendor
133679 6/7/2023 10120 KEARNY PEARSON FORD
133680 6/7/2023 10204 LIFE ASSIST INC
133681 6/7/2023 10083 MUNICIPAL EMERGENCY SERVICES
133682 6/7/2023 13369 NATIONWIDE MEDICAL
133683 6/7/2023 10308 O'REILLY AUTO PARTS
133684 6/7/2023 14366 PACIFIC PLAY SYSTEMS INC.
133685 6/7/2023 10241 PETIY CASH
133686 6/7/2023 12479 PROSPECT ESTATES II LLC
133687 6/7/2023 12062 PURETEC INDUSTRIAL WATER
133688 6/7/2023 12237 RAYON, KYLE
133689 6/7/2023 12828 RICK ENGINEERING COMPANY
Voucher List

CITY OF SANTEE
Invoice PO#
1876851 53886
1326108 53891
1326124 53891
1326129 53891
1326132 53891
1326142 53891
1326247 53891
1327093 53891
IN1876003 54245
26338 53927
2968-154193 53896
INV2022-1203 54323
5-30-23
GRD1341A
2077694 54000
June 1, 2023
18100F(3) 54219
Description/Account

VEHICLE REPAIR PART
Total:

EMS SUPPLIES

EMS SUPPLIES
Total:

WEARING APPAREL
Total:

PHARMACEUTICALS
Total:

VEHICLE REPAIR PARTS
Total:

MAST PARK PLAYGROUND EQUIPr
Total:

PETTY CASH REIMB - DDS
Total:

DEVELOPER DEPOSIT REFUND
Total:

DEIONIZED WATER SERVICE
Total:

RETIREE HEALTH PAYMENT
Total:

AS-NEEDED ENGINEERING SERVI!
Page: 7
Amount

58.29 58.29
7,081.87
122.68
1,881.66
617.06
177.80

90.00 457.72
10,428.79
1,377.65
1,377.65

70.12 70.12

47.41 47.41
425.00
425.00
266.62
266.62
2,395.31
2,395.31
193.87
193.87

91.00 91.00
1,738.97
Page: 7
vchlist Voucher List
06/07/2023 11:58:01AM CITY OF SANTEE
Bank code : ubqen
Voucher Date Vendor Invoice
133689 6/7/2023 12828 12828 RICK ENGINEERING COMPANY (Continued) 133690 6/7/2023 14937 ROBINSON, DAVID 060123
133691 6/7/2023 10097 ROMAINE ELECTRIC CORPORATION 12-058903-1 133692 6/7/2023 10407 SAN DIEGO GAS & ELECTRIC 22373580042; MAY23 133693 6/7/2023 10212 SANTEE SCHOOL DISTRICT 9399
133694 6/7/2023 10768 SANTEE SCHOOL DISTRICT 9398
133695 6/7/2023 13171 SC COMMERCIAL, LLC 2385435-IN
2388139-IN
2389279-IN
133696 6/7/2023 14284 SDI PRESENCE LLC 12836
133697 6/7/2023 14797 SEDANO FORD OF LM, INC. 210036
211010
133698 6/7/2023 13206 SHARP BUSINESS SYSTEMS 9004280063 133699 6/7/2023 14038 SINGH GROUP INC 41861
41931
133700 6/7/2023 14261 SMOSNA, ADAM 06012023
PO# Description/ Account
Total:

TRAVEL REIMBURSEMENT CFED C
Total:
53980 VEHICLE SUPPLIES
Total:

TRAFFIC SIGNALS
Total:
53965 BUS TRANSPORTATION
Total:
53964 CHET HARRITT SPORTS LIGHTS
Total:
53902 DELIVERED FUEL
53902 DELIVERED FUEL
53902 BULK FUEL
Total:
53800 SANTEE LMS PROCUREMENT
Total:
54221 REPAIR OF 2-YARD DUMP TRUCK 1
54232 EMERGENCY VEHICLE REPAIR
Total:
54016 SHARP MAINTENANCE/COPIES
Total:
53905 DEAD ANIMAL REMOVAL SERVICE
53905 DEAD ANIMAL REMOVAL SERVICE
Total:

TRAVEL REIMBURSEMENT CFED C
Page: 8
Amount
1,738.97
310.25
310.25
354.86
354.86
7,870.62
7,870.62
146.34
146.34
953.85
953.85
419.35
562.36
101.15
1,082.86
437.50
437.50
22,059.81
6,697.71
28,757.52
1,969.72
1,969.72
1,443.71
1,443.71
2,887.42
156.50
Page: 8
vchlist Voucher List
06/07/2023 11:58:01AM CITY OF SANTEE
Bank code : ubqen
Voucher Date Vendor Invoice
133700 6/7/2023 14261 14261 SMOSNA, ADAM (Continued)
133701 6/7/2023 10314 SOUTH COAST EMERGENCY VEHICLE 513146 513169
133702 6/7/2023 10217 STAPLES ADVANTAGE 3537451958
3538220425
3538662549
133703 6/7/2023 13019 STATEWIDE TRAFFIC SAFETY 01008248 01008250
133704 6/7/2023 10119 STEVEN SMITH LANDSCAPE INC 50905-A 51474
51539
51639
51667
51747
51748
51779
51780
51781
133705 6/7/2023 14543 TOPCON SOLUTIONS INC 871412
133706 6/7/2023 11321 TIP OF SAN DIEGO COUNTY 2022-2018 133707 6/7/2023 10475 VERIZON WIRELESS 9934597324
133708 6/7/2023 10706 WALLACE, HARLEY 05242023
PO# Description/ Account
Total:
53907 VEHICLE REPAIR PARTS
53907 VEHICLE REPAIR PARTS
Total:
53936 OFFICE SUPPLIES
53981 OFFICE SUPPLIES - DDS
53935 FY 22/23 OFFICE SUPPLIES - FINAi
Total:
54064 TRAFFIC SIGNS, MATERIALS & SUI
54064 TRAFFIC SIGNS, MATERIALS & SUI
Total:
53938 AREA 2 LANDSCAPE SERVICES
53938 A 2 LANDSCAPE SERVICES
53938 A 2 LANDSCAPE SERVICES
53937 A 1 LANDSCAPE SERVICES
53937 A 1 LANDSCAPE SERVICES
53937 A 1 LANDSCAPE SERVICES
53938 A 2 LANDSCAPE SERVICES
53937 A 1 LANDSCAPE SERVICES
53937 A 1 LANDSCAPE SERVICES
53938 A 2 LANDSCAPE SERVICES
Total:

BLUEBEAM STUDIO SOFTWARE R
Total:
54315 ON-SCENE RESPONSE SERVICES
Total:

WIFI SERVICE
Total:

TRAVEL REIMBURSEMENT CFED C
Page: 9
Amount
156.50
101.97
317.56
419.53

53.40 84.30
790.63
928.33
814.59
301.70
1,116.29
346.64
20,182.33
3,326.90
4,753.35
16,979.41
54,517.92
20,182.33
2,931.52
9,295.44
198.08
132,713.92
6,095.00
6,095.00
9,005.55
9,005.55
1,280.93
1,280.93
363.25
Page: 9
vchlist
06/07/2023 11 :58:01AM
Bank code: ubqen
Voucher
133708
133709
133710
133711
133712
Date Vendor
6/7/2023 10706 10706 WALLACE, HARLEY
6/7/2023 10148 WESTAIR GASES & EQUIPMENT INC
6/7/2023 14039 WESTERN EXTRICATION
6/7/2023 12930 WILLIAMS, ROCHELLE
6/7/2023 12641 WITIORFF, VICKY DENISE
58 Vouchers for bank code ubgen
58 Vouchers in this report
Prepared by:�'--
,
-�-f1�"=(C.,,,./"=__,,.�f 4�'·0--.1'-'--------
Date: '1£
1 ·1-=_- :2=.�� _/
Approved by:_�-+-----+-��--=-----
Date: ____ {J;,_,(-*{--,.Zo,-�-------
Voucher List

CITY OF SANTEE
Invoice
(Continued)
0011634380
2175
June 1, 2023
June 1, 2023
PO#
54065
54285
Description/ Account
Total:

WELDING SUPPLIES
Total:

EQUIPMENT SERVICE
Total:

RETIREE HEALTH PAYMENT
Total:

Bank total:

Total vouchers:

Page: 10
Amount
363.25

20.42 20.42
1,205.00
1,205.00
91 .00

91.00 31.00

31.00 434,087.27
434,087.27
Page: 10
vchlist
06/14/2023 3:44:14PM
Bank code : ubqen
Voucher Date Vendor
133713 6/14/2023 127 40 ALPHA CARD SYSTEMS
133714 6/14/2023 14877 AUDACY OPERATIONS, INC.
133715 6/14/2023 13292 BORDER RECAPPING LLC
133716 6/14/2023 10032 CINTAS CORPORATION 694
133717 6/14/2023 10035 COMPETITIVE METALS INC
133718 6/14/2023 10839 COUNTY OF SAN DIEGO
133719 6/14/2023 10040 COUNTYWIDE MECHANICAL SYSTEMS
133720 6/14/2023 10333 COX COMMUNICATIONS
133721 6/14/2023 14480 CURTIS, ALICIA
.,
Voucher List

CITY OF SANTEE
Invoice PO#
INV7076136
2397462A-1 54324
23-0070935-008 53865
23-0072685-008 53865
4156365852 53959
472531 54045
472995 54045
105554
203484
57441 54162
57449 54162
57723 54162
57729 54162
57798 54162
57979 54162
58110 54162
58514 54162
58627 54162
038997401; JUN23
011-2018
Description/Account

ALPHA PROXIMITY CARD
Total:

RADIO BROADCAST SERVICES
Total:

TIRES
TIRES
Total:

MISC. SHOP RENTAL SERVICE
Total:

METAL SUPPLIES & SERVICES

METAL SUPPLIES & SERVICES
Total:

FY23/24 HAZ MAT PERMIT-STA4
FY23/24 HAZMAT PERMIT-STAS
Total:

FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
FY 22/23 NOV-JUNE - PLUMBING R
Total:
9951 RIVERWALK DR
Total:

MILEAGE REIMBURSEMENT
Page: 11
Amount

58.89 58.89
2,250.00
2,250.00
359.89
311.91
671.80

36.72 36.72

65.92 92.28
158.20
1,398.00
973.00
2,371.00
720.00
2,520.22
2,373.56
2,044.00
720.00
580.00
662.33
555.12
1,521.87
11,697.10

57.00 57.00

32.23 Page: 11
vchlist
06/14/2023 3:44:14PM
Bank code: ubQen
Voucher Date Vendor
133721 6/14/2023 14480 14480 CURTIS, ALICIA
133722 6/14/2023 10046 D MAX ENGINEERING INC
133723 6/14/2023 11457 D'ALESIO INC
133724 6/14/2023 10251 FEDERAL EXPRESS
133725 6/14/2023 10009 FIRE ETC
133726 6/14/2023 10065 GLOBAL POWER GROUP INC
133727 6/14/2023 11196 HD SUPPLY FACILITIES
133728 6/14/2023 14785 HEARTLAND FIRE
133729 6/14/2023 10256 HOME DEPOT CREDIT SERVICES
133730 6/14/2023 14920 IT'S NEVER 2L8
Voucher List

CITY OF SANTEE
Invoice PO#
(Continued)
7864 54079
7871 54080
26631 53874
8-156-84068
179965 53881
86015 53944
87100 53944
87452 54053
87512 54053
87537 54053
87538 54053
87752 54053
88655 53944
88669 54053
9213413552 53995
041923-01
3163007 53923
4154322 53923
INV-0003 54308
Description/Account
Total:

STORMWATER PROGRAM ASSISTJ

STORMWATER INSPECTIONS & RE
Total:

WEARING APPAREL
Total:

SHIPPING CHARGES
Total:

EQUIPMENT SERVICE
Total:

FY 22/23 ELECTRICAL REPAIRS & r
FY 22/23 ELECTRICAL REPAIRS & r
FY 22/23 GENERATOR MAINT & RE
FY 22/23 GENERATOR MAINT & RE
FY 22/23 GENERATOR MAINT & RE
FY 22/23 GENERATOR MAINT & RE
FY 22/23 GENERATOR MAINT & RE
FY 22/23 ELECTRICAL REPAIRS & r
FY 22/23 GENERATOR MAINT & RE
Total:

FACILITIES MAINTENANCE SUPPL!
Total:

FIRE CONTROL 3 TRAINING 03/23
Total:

STATION SUPPLIES

STATION SUPPLIES
Total:

ENTERTAINMENT AGREEMENT - Fl
Page: 12
Amount

32.23 8,798.00
1,380.93
10,178.93
167.03
167.03

49.29 49.29
133.49
133.49
6,156.77
1,170.59
380.00
327.20
205.58
340.83
340.83
576.00
577.62
10,075.42
517.56
517.56
150.00
150.00
179.45

56.65 236.10
800.00
Page: 12
vchlist Voucher List
06/14/2023 3:44:14PM CITY OF SANTEE
Bank code : ubqen
Voucher Date Vendor Invoice
133730 6/14/2023 14920 14920 IT'S NEVER 2L8 (Continued) 133731 6/14/2023 10120 KEARNY PEARSON FORD 1879086
133732 6/14/2023 14249 KEMP, BARRETI 060123
133733 6/14/2023 10204 LIFE ASSIST INC 1328423
133734 6/14/2023 14742 LOWNDES, BECKY CPRS'23_Becky_Miles 133735 6/14/2023 10239 MORRISON, ANNE CPRSMILES
133736 6/14/2023 10344 PADRE DAM MUNICIPAL WATER DIST 29700015; MAY23 90000366; MAY23
133737 6/14/2023 14614 PARADIGM MECHANICAL CORP 5401
5403
5482
5483
5549
133738 6/14/2023 10241 PETTY CASH 060623
133739 6/14/2023 10093 PLAYPOWER LT FARMINGTON INC 1400267878 133740 6/14/2023 14914 PLUNGE D12494
133741 6/14/2023 14944 PREMIER ROOFING CA INC Ref000087281 PO# Description/ Account
Total:
53886 VEHICLE REPAIR PART
Total:

TRAVEL REIMBURSEMENT CFED C
Total:
53891 EMS SUPPLIES
Total:

MILEAGE REIMBURSEMENT - 2023
Total:

MILEAGE REIMBURSEMENT
Total:

CONSTRUCTION METER

GROUP BILL
Total:
53951 FY 22/23 HVAC MAINT & REPAIRS
53951 FY 22/23 HVAC MAINT & REPAIRS
53951 FY 22/23 HVAC MAINT & REPAIRS
53951 FY 22/23 HVAC MAINT & REPAIRS
53951 FY 22/23 HVAC MAINT & REPAIRS
Total:

PETTY CASH REIMBURSEMENT
Total:
54037 FY 22/23 PLAYGROUND PARTS & E
Total:
54319 FITNESS EQUIPMENT
Total:

DUPLICATE APPLICATION REFUNC
Page: 13
Amount
800.00
285.65
285.65
156.50
156.50
225.74
225.74

9.43 9.43

18.86 18.86
269.45
48,656.46
48,925.91
254.00
121.60
1,651.49
1,209.30
265.00
3,501.39

98.79 98.79
3,880.91
3,880.91
7,790.32
7,790.32

99.00 Page: 13
vchlist Voucher List Page: 14
06/14/2023 3:44:14PM CITY OF SANTEE
Bank code : ubqen
Voucher Date Vendor Invoice PO# Description/Account Amount 133741 6/14/2023 14944 14944 PREMIER ROOFING CA INC (Continued) Total: 99.00 133742 6/14/2023 12062 PURETEC INDUSTRIAL WATER 2065897 54001 DEIONIZED WATER SERVICE - PS[ 42.60 Total: 42.60
133743 6/14/2023 10095 RASA 5718 54062 MAP CHECK - SKY RANCH LOTS 11 665.00 Total: 665.00
133744 6/14/2023 13171 SC COMMERCIAL, LLC 2390987-IN 53902 DELIVERED FUEL 177.09 2392649-IN 53902 DELIVERED FUEL 683.48
Total: 860.57
133745 6/14/2023 10110 SECTRAN SECURITY INC 23060561 54148 FY 22/23 ARMORED CAR TRANSPC 155.84 Total: 155.84
133746 6/14/2023 14797 SEDANO FORD OF LM INC 215794 54214 VEHICLE REPAIR 832.46 215805 54214 VEHICLE REPAIR 764.55
Total: 1,597.01
133747 6/14/2023 14918 SHOWERED IN BLOOMS Ref000086696 DUPLICATE APPLICATION REFUNC 99.00 Total: 99.00
133748 6/14/2023 12223 SITEONE LANDSCAPE SUPPLY LLC 126879361-001 54055 IRRIGATION PARTS 19.51 126932567-001 54055 IRRIGATION PARTS 17.57
127 406495-001 54055 IRRIGATION PARTS 1,297.28
127514010-001 54055 IRRIGATION PARTS 819.83
128628193-001 54055 IRRIGATION PARTS 71.27
128986416-001 54055 IRRIGATION PARTS 272.65
129078424-001 54055 IRRIGATION PARTS 200.75
129249939-001 54055 IRRIGATION PARTS 224.94
129420598-001 54055 IRRIGATION PARTS 152.38
129422684-001 54055 IRRIGATION PARTS 202.75
130163891-001 54055 IRRIGATION PARTS 179.05
Total: 3,517.98
133749 6/14/2023 11056 STANDARD ELECTRONICS S47392 53949 FY 22/23 SECURITY SYS - MONITO 320.00 S47568 53949 FY 22/23 SECURITY SYS - MONITO 1,348.32
S47644 53949 FY 22/23 SECURITY SYS - MONITO 467.69
Page: 14
vchlist
06/14/2023 3:44:14PM
Voucher List

CITY OF SANTEE
Bank code : ubqen
Voucher
133749
133750
133751
133752
133753
133754
133755
133756
Date Vendor ---------------- --------- ------ Invoice PO # 6/14/2023 11056 11056 STANDARD ELECTRONICS
6/14/2023 10217 STAPLES ADVANTAGE
6/14/2023 10119 STEVEN SMITH LANDSCAPE INC
6/14/2023 10255 TARGET SOLUTIONS LEARNING LLC
6/14/2023 10250 THE EAST COUNTY
6/14/2023 11194 USAFACT INC
6/14/2023 10136 WEST COAST ARBORISTS INC
6/14/2023 14039 WESTERN EXTRICATION
44 Vouchers for bank code : ubgen
44 Vouchers in this report
(Continued)
3538014840
3538280179
3538280180
3538484729
50905-A3
51404
51405
51475
51541
51615
51749
51782
INV70555
00131078
3053364
199197-A
199888
2230
53936
54040
53935
53982
53985
53938
53985
53985
53985
53985
53985
53985
54311
53967
53939
53939
54285
Description/Account
Total:

OFFICE SUPPLIES

OFFICE SUPPLIES - PSD
FY 22/23 OFFICE SUPPLIES - FINAi

OFFICE SUPPLIES
Total:

FY 22/23 AREA 3 LANDSCAPE SER'
A 2 LANDSCAPE SERVICES
FY 22/23 AREA 3 LANDSCAPE SER'
FY 22/23 AREA 3 LANDSCAPE SER'
FY 22/23 AREA 3 LANDSCAPE SER'
FY 22/23 AREA 3 LANDSCAPE SER'
FY 22/23 AREA 3 LANDSCAPE SER'
FY 22/23 AREA 3 LANDSCAPE SER'
Total:

ANNUAL SOFTWARE SUBSCRIPT!<
Total:

CLERK OFFICE PUBLICATION
Total:

BACKGROUND CHECKS
Total:

FY22/23 URBAN FORESTRY MANA1
FY22/23 URBAN FORESTRY MANA1
Total:

EQUIPMENT REPAIR
Total:

Bank total:

Total vouchers :

Page: 15
Amount
2,136.01
567.57
260.86
285.61

62.48 1,176.52
1,436.08
495.20
594.24
12,208.54
396.16
12,830.34
12,297.42
495.20
40,753.18
6,980.88
6,980.88
535.50
535.50
385.54
385.54
1,500.00
1,393.10
2,893.10
1,432.69
1,432.69
167,864.68
167,864.68
Page: 15
vchlist
06/14/2023 3:44:14PM
Bank cod e : ubqen
Voucher List

CITY OF SANTEE
Vou cher Date
_V_en_d_ o_r _______________ ln _v_o _ic_e _______ P_O_# _____ Description/Account P age: 16
Amount
Page: 16
vchlist Voucher List
06/15/2023 9:56:49AM CITY OF SANTEE
Bank code: ubqen
Voucher Date Vendor Invoice
133757 6/15/2023 14793 CONTROLLING INS COST IN CA, SCHOO 2023-6 133758 6/15/2023 12722 FIDELITY SECURITY LIFE 165806381 133759 6/15/2023 14458 METROPOLITAN LIFE INSURANCE 77164084 133760 6/15/2023 10784 NATIONAL UNION FIRE INSURANCE June 2023 133761 6/15/2023 10335 SAN DIEGO FIREFIGHTERS FEDERAL June 2023 133762 6/15/2023 10424 SANTEE FIREFIGHTERS PPE 6/7/23
133763 6/15/2023 10776 STATE OF CALIFORNIA PPE 06/07 /23 133764 6/15/2023 10776 STATE OF CALIFORNIA PPE 6/7/23
133765 6/15/2023 10001 US BANK PPE 06/07/23
133766 6/15/2023 14600 WASHINGTON STATE SUPPORT PPE 6/7/23 10 Vouchers for bank code ubgen
10 Vouchers in this report
PO# Description/ Account

EMPLOYEE ASSISTANCE PROGRA
Total:

EYEMED - VOLUNTARY VISION
Total:

VOLUNTARY LEGAL
Total:

VOLUNTARY AD&D
Total:

LONG TERM DISABILITY-SFFA
Total:

DUES/PEG/BENEVOLENT/BC EXP
Total:

WITHHOLDING ORDER
Total:

PARS RETIREMENT
Total:

WITHHOLDING ORDER
Total:

Bank total:

Total vouchers
Page:

Amount
342.24
342.24
1,088.24
1,088.24
147.00
147.00

62.45 62.45
1,327.50
1,327.50
3,499.67
3,499.67
449.53
449.53
225.23
225.23
956.94
956.94
751.84
751.84
8,850.64
8,850.64
Page:
17 17
vchlist
06/15/2023 9:56:49AM
Bank cod e: ubqen
Voucher List

CITY OF SANTEE
Vou che r Date _V,
e_n_d_o_r ________________ ln _v_o i_c_e ________ PO_# ______ Description/Account Page: 18
Amount
Page: 18
PyBatch
06/09/2023
Grand
Totals
11:52:20AM

EARNINGS SECTION
Hours/units Rate Amount Src
15,123.90 644,466.65
Plan
rhsabc
roth
sb-1
sb-3
sffa
sffapc
st1cs3
st2cs3
texlif
vaccpr
vaccpt
vcanpr
vcanpt
vgcipt
vision
voladd
voldis
vollif
vollpb
Payroll Processing Report

CITY OF SANTEE
5/25/2023 to 6/7/2023-2 Cycle b

DEDUCTIONS SECTION
Base Wages
25,055.30
42,743.07
82,333.52
13,663.74
Deduction
501.10
5,936.19

79.98 46.50
2,971.76
401.28
2,470.02
409.91

55.16 536.20
232.89
320.87
112.75

79.44 523.24

31.19 234.94
240.63
228,663.98
Benefit/Cont LvPlan
-2,470.02
-409.91
-239.52
68,390.85

LEAVE SECTION
Accrued
Gross:

Net:

Taken
644,466.65
415,802.67
Banked Lost
<< No Errors/ 21 Warnings >>
19 19
vchlist
06/16/2023 1 :09:32PM
Bank code : ubqen
Voucher
43477
43507
6204750
6383070
Date ----------------- Vendor
6/16/2023 10956 FRANCHISE TAX BOARD
6/16/2023 10955 DEPARTMENT OF THE TREASURY
6/16/2023 14704 457 MISSIONSQUARE
6/16/2023 14705 RHS MISSIONSQUARE
4 Vouchers for bank code : ubgen
4 Vouchers in this report
Voucher List

CITY OF SANTEE
Invoice
June Retiree
PPE 6/7/23
June Retiree
PPE 6/7/23
PPE 6/7/23
PPE 6/7/23
PO# Description/ Account

CA STATE TAX WITHHELD

CA STATE TAX WITHHELD
Total:

FEDERAL WITHHOLDING TAX

FED WITHHOLD & MEDICARE
Total:

ICMA- 457
Total:

RETIREE HSA
Total:

Bank total:

Total vouchers :

Page: 20
Amount

46.00 30,277.15
30,323.15
211.00
92,260.04
92,471.04
35,928.01
35,928.01
4,069.24
4,069.24
162,791.44
162,791.44
Page: 20

LEGAL SERVICES BILLING SUMMARY Attachment 1
MAY 2023

CURRENT INVOICE

DESCRIPTION AMOUNT NUMBER NOTES
Retainer $ 16,530.00 966283
1001.00.1201.51020 16,530.00
Labor & Employment:

Labor & Employment 7,377.13 966274
1001.00.1201.51020 7,377.13
Litigation & Claims:

Litigation & Claims 5,894.25 966275
Affordable Housing Coalition of San Diego County 5,635.50 966278 Lee Receivership 102.00 966285
Parcel 4 Litigation 663.00 966282
1001.00.1201.51020 12,294.75
Special Projects (General Fund):

Community Oriented Policing 5,943.16 966276
Theater Parcel 484.50 966293
Annual Municipal Code Update 10,250.48 966286
CEQA Special Advice 1,377.00 966295
Water Quality 535.50 966279
General Elections
Community Choice Aggregation
Prop 218 4,515.75 966280
Cornerstone Communities
Entertainment District
Parcel 4 Hotel 805.50 966281
Advanced Records Center Services for PRA 4,389.50 966287 Cannabis 2,014.50 966288
COVID-19 Related (ARPA) 1,564.80 966300
General Telecommunications Work 153.00 966290
Safety-Environ Justice Element 1,198.50 966291
1001.00.1201.51020 33,232.19
Special Projects (Other Funds):

Mobile Home Rent Control Commission 2901.04.4106.51020
Cuyamaca Street Right-of-Way Acquisition 600.66 966284 cip71402.30.05 CSA 69 Dissolution/SLEMSA JPA 3,111.00 966289 5505.00.1901.51020 3,711.66
Third-Party Reimbursable:

Sky Ranch (AIR) 1,227.60 966292 grd0928a.40.05
MSCP Subarea Plan 158.40 966294 spp2101a.91.05
Redevelopment of Carlton Oaks Golf Course 7,444.80 966296 cup1906a.10.05 Shadow Hill Road Project 594.00 966299 res2103a.10.05
9,424.80
Total $ 82,570.53
LEGAL SERVICES BILLING RECAP Attachment 2
FY 2022-23
Adopted Revised Previously Spent Available Current Request Category Budget Budget Year to Date Balance Mo./Yr. Amount General Fund:

General / Retainer $ 200,360.00 $ 200,360.00 $ 165,458.85 $ 34,901.15 May-23 $ 16,530.00 Labor & Employment 60,000.00 110,000.00 68,175.03 41,824.97 May-23 7,377.13 Litigation & Claims 90,000.00 90,000.00 142,281.51 (52,281.51) May-23 12,294.75 Special Projects 341,000.00 421,000.00 324,077.78 96,922.22 May-23 33,232.19 Total $ 691,360.00 $ 821,360.00 $ 699,993.17 $ 121,366.83 $ 69,434.07 Other City Funds:

MHFP Commission $ 12,000.00 $ 12,000.00 $ 13,056.00 $ (1,056.00) May-23 $ - Capital Projects 75,000.00 75,000.00 30,846.35 44,153.65 May-23 600.66 SLEMSA JPA 60,000.00 60,000.00 53,271.94 6,728.06 May-23 3,111.00 Highway 52 Coalition 3,000.00 3,000.00 - 3,000.00 May-23 - Total $ 150,000.00 $ 150,000.00 $ 97,174.29 $ 52,825.71 $ 3,711.66 Third-Party Reimbursable:

Total $ 180,485.38 $ 9,424.80
Total Previously Spent to Date
Total Proposed for Payment
General Fund $ 699,993.17 General Fund $ 69,434.07
Other City Funds 97,174.29 Other City Funds 3,711.66
Applicant Deposits or Grants 180,485.38 Applicant Deposits or Grants 9,424.80 Total $ 977,652.84 Total $ 82,570.53
FY 2022-23

June 28, 2023
RFB #23/24-20068
VERIFIED Bid Result(s)
for

ALARM MONITORING, INSPECTIONS & REPAIRS
(INCLUDING FIRE SPRINKLERS)
Bid(s) received, verified non-responsive:

1. Accent Electronics dba Standard Electronics Total: $ 27,975.00 (non-responsive)

RESOLUTION NO. ______

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA

AUTHORIZING THE SECOND AMENDMENT TO THE PROFESSIONAL SERVICES

AGREEMENT WITH ROGERS, ANDERSON, MALODY & SCOTT LLP FOR SERVICES RELATED TO THE PREPARATION OF THE CITY OF SANTEE’S ANNUAL

COMPREHENSIVE FINANCIAL REPORT
WHEREAS, on April 13, 2022 the City Council of the City of Santee (“City”) approved a three-year professional services agreement with Rogers, Anderson, Malody & Scott, LLP (“RAMS”) for audit services (“Agreement”), with the option to extend the Agreement for two additional fiscal years; and
WHEREAS, on February 26, 2023 the City and RAMS entered into a First Amendment to the Agreement which increased the not-to-exceed amount for FY 2021-22 by $3,000, from $45,725 to $48,725 in order to assist the City with the completion of the FY 2021-22 Annual Comprehensive Financial Report (ACFR); and WHEREAS, the ACFR was previously prepared by the Finance Department with assistance from RAMS, but due to recent staff changes, the staff member with the particular expertise to prepare the ACFR is no longer able to prepare the report because of new assignments; and
WHEREAS, because there is a need for assistance in the preparation of the ACFR, the City would like to amend the Agreement to add to the Scope of Services the preparation each year of the City of Santee’s ACFR for the remainder of the Agreement.

NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Santee, California, does hereby find, determine and declare as follows:

Section 1: The City Manager is hereby authorized to execute the Second Amendment to the Agreement with Rogers, Anderson, Malody & Scott, LLP, increasing the not-to-exceed amount in Fiscal Year 2022-23 by $9,500 to $57,510 and in Fiscal Year 2023-24 by $9,980 to $60,410, and adding an option to extend the Agreement for two additional fiscal years, with each of the two additional year options subject to an increase of a maximum of 5%.

ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 28th day of June 2023, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

ANNETTE ORTIZ, CMC, CITY CLERK

Attachment 1
2 RESOLUTION NO. _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

SANTEE DECLARING ITS INTENTION TO LEVY, AS A

SUCCESSOR AGENCY TO COUNTY SERVICE AREA
(CSA) 69, A SPECIAL TAX WITHIN THE CSA 69
REORGANIZATION BOUNDARY FOR FY 2023-2024 BY

THE CITY OF SANTEE AND SETTING A PUBLIC HEARING
WHEREAS, upon the dissolution of County Service Area No. 69 (hereinafter “CSA 69”) on January 1, 2023, the Santee-Lakeside Emergency Medical Services Authority (the “SLEMSA”) assumed the responsibility for the administrative oversight and funding of emergency medical services provided within the boundaries of former CSA 69, and certain additional areas identified by the Local Agency Formation Commission as within the CSA 69 Reorganization jurisdictional boundary (hereinafter “CSA 69 Reorganization Boundary”).

WHEREAS, the City and Lakeside Fire Protection District are the successor agencies to the CSA 69 within their respective territories, and are subject to any previously authorized taxes, benefit assessments, fees or charges of CSA 69, which they are authorized to assess, levy and/or collect within their respective boundaries, as successors to CSA 69; and
WHEREAS, the City of Santee is now responsible for levying a special tax within its territory located within the CSA Reorganization Boundary; and WHEREAS, the special tax levied within the CSA 69 Reorganization Boundary provides funding for enhanced advanced life support ambulance transport services within the CSA 69 Reorganization Boundary; and
WHEREAS, the City of Santee has determined that it is necessary to continue to levy this special tax within the CSA Reorganization Boundary in order to continue to provide such extended services; and
WHEREAS, there is an annual special tax levied against the parcels contained within the CSA 69 Reorganization Boundary. The special tax was previously set each year based on the formula established by the County of San Diego. The City of Santee will set this tax for its territory moving forward. There will also be an annual adjustment based on the increase in the consumer price index for the San Diego area as determined by the United States Department of Labor. For Fiscal Year 2023-24, the increase in the consumer price index in the San Diego area is 7.71%. The annual special tax is assessed and included on the Property Tax bill for each affected parcel and previously was collected and transferred to CSA 69, but now will be collected and transferred, in part, to the City of Santee on the same schedule as the normal property tax payments; and WHEREAS, in light of the CSA 69 Reorganization, it is required that both of SLEMSA’s Members, the City of Santee and the Lakeside Fire Protection District annually cause to be prepared and filed internally the specific parcels and special tax to be levied within their territory within the CSA 69 Reorganization Boundary for the upcoming Fiscal Year; and
WHEREAS, the City of Santee shall cause to be noticed and thereafter conduct a Public Hearing to hear and consider testimony regarding the continuation of the levy of special tax for such extended service within former the CSA 69 Reorganization Boundary; and
WHEREAS, on file with the City Clerk of the City of Santee is a copy of specific parcels and special tax to be levied within the City’s territory within the CSA 69 Reorganization Boundary elucidating the number of parcels being levied and the amount of the proposed charges; and
NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Santee, California as follows:

Section 1.

City Council adopts the Recitals set forth above as true and correct and accepts the parcels and special tax for the CSA 69 Reorganization Boundary service areas on file with the City Clerk of the City of Santee.

Section 2.

The City Council directs the City Clerk of the City of Santee to publish notice of a Public Hearing to be conducted on August 9, 2023 (or as soon thereafter as it may be heard) by the City Council of the City of Santee. The Public Hearing shall take place at 10601 Magnolia Ave., Santee, CA for the purpose of allowing public testimony regarding the enactment of the continuation and receipt of proposed Fiscal Year 2023-24 special tax on parcels within the City’s territory within the CSA 69 Reorganization Boundary.

Section 3.

The City Council directs the City Clerk of the City of Santee to publish a Notice of Public Hearing once a week for two weeks pursuant to Government Code Section 6066.

Any person affected by the proposed special tax may submit written comments or protest to the City Clerk of the City of Santee at any time before the conclusion of the Public Hearing or may appear in support of, or opposition to, the proposals at the time of the Public Hearing. For additional information, any interested person may contact the City Clerk at (619) 258-4100 Ext. 114 during the hours of 8:00am – 5:00pm, Mon-Thurs.

ADOPTED by the City Council of the City of Santee, California, at a regular meeting thereof held this 28th day of June 2023 by the following roll call vote to wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

APPROVED:
________________________________
JOHN W. MINTO, MAYOR
ATTEST:
_______________________________________

ANNETTE ORTIZ, CMC, CITY CLERK

RESOLUTION NO.

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA ESTABLISHING THE APPROPRIATIONS LIMIT FOR FY 2023-24

WHEREAS, Article XIII-B of the California State Constitution, as amended, requires local jurisdictions to annually adjust their appropriations limit for inflation and population changes; and
WHEREAS, the City has received population and per capita personal income data from the State Department of Finance, used to calculate the FY 2023-24 appropriations limit; and
WHEREAS, the required calculations to determine the appropriations limit for FY 2023-24 have been performed by the Finance Department and are on file with the office of the City Clerk and are available for public review; and WHEREAS, these calculations are provided on Exhibit “A”, which is herein incorporated by reference and attached hereto.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Santee, California that the appropriations limit for FY 2022-23 shall be $462,904,987 based upon the calculations provided on Exhibit “A”.

ADOPTED by the City Council of the City of Santee, California, at a regular meeting thereof held this 28th day of June, 2023, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:
______________________
JOHN W. MINTO, MAYOR
ATTEST:
____________________________________

ANNETTE ORTIZ, CMC, CITY CLERK
Attachment: Exhibit A
Exhibit "A"
Appropriations Limit Calculation
FY 2023-24
FY 2022-23 Limit (per Resolution No.091-2022) $ 439,359,400 Inflation Index Options:

California per capita personal income (CCPI) change 4.44 % Change in assessed valuation due to non-residential
new construction 2.06 %
Inflation Factor to Use 1.0444
Population Index Options:

City Population Growth 0.88 %
County Population Growth (0.13) %
Population Factor to Use 1.0088
Cumulative Factor (Inflation Factor x Population Factor) 1.053591 FY 2023-24 Limit $ 462,904,987

RESOLUTION NO.
1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE,

CALIFORNIA, AUTHORIZING THE AWARD OF A CONTRACT FOR IRRIGATION

MATERIALS AND LANDSCAPE SUPPLIES TO SITEONE LANDSCAPE SUPPLY, LLC PER COUNTY OF ORANGE CONTRACT MA-060-23010231
WHEREAS, the City is in need of a contract for procuring irrigation materials and landscape supplies. Santee Municipal Code Section 3.24.130 authorizes the City to buy directly from a vendor price established by a competitive or competitively negotiated bid by another public agency as long as that bid substantially complied with the formal bidding procedures in the Santee Municipal Code Sections 3.24.100 even if the City had not joined with that public agency in a cooperative purchase; and WHEREAS, in August 2022, the County of Orange conducted a formal competitive request for bid (RFB) process, substantially complying with Santee’s Municipal Code, for provision of irrigation materials and landscape supplies. Based on the requirements for the lowest responsive responsible bidder, SiteOne Landscape Supply, LLC was awarded the contract for MA-060-23010231 for an initial three-year term plus two additional oneyear options; and WHEREAS, staff recommends authorizing the City Manager to execute an agreement with SiteOne Landscape Supply, LLC for purchase of irrigation materials and landscape supplies, utilizing the County of Orange contract for MA-060-23010231, and subsequent renewal, for an amount of $60,000 for Fiscal Year 2023-24. The term of the agreement will be July 1, 2023 through June 30, 2024 plus three (3) subsequent 12-month options to renew; and
WHEREAS, staff recommends authorizing the City Manager to approve future purchase orders per subsequent contract renewals and annual change orders up to ten percent (10%) of the then-current contract amount.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Santee, California, that the City Council hereby:

Section 1. Authorizes the City Manager to execute an Agreement with SiteOne Landscape Supply, LLC for purchase of irrigation materials and landscape supplies, utilizing the County of Orange contract for MA-060-23010231, for an amount of $60,000 for Fiscal Year 2023-24; and
Section 2. Authorizes the City Manager to approve up to three (3) additional 12- month options to renew along with the corresponding purchase orders; and Section 3. Authorizes the City Manger to approve annual change orders up to ten percent (10%) of the then-current contract amounts.

RESOLUTION NO.
2 ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 28 day of June, 2023, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

ANNETTE ORTIZ, CMC, CITY CLERK

RESOLUTION NO. _______
1 Attachment 1

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA

APPROVING THE CAPITAL IMPROVEMENT PROGRAM
FOR FISCAL YEARS 2024-2028 AND

ADOPTING THE CAPITAL IMPROVEMENT PROGRAM BUDGET
FOR FISCAL YEARS 2023-24 AND 2024-25
WHEREAS, the City of Santee, California requires public infrastructure improvements in areas such as circulation, drainage, parks and public facilities; and WHEREAS, the prioritization and scheduling of these improvements is necessary to best serve the public’s health, safety and welfare; and WHEREAS, in order to prioritize these public infrastructure improvements, a Capital Improvement Program is necessary; and
WHEREAS, on May 24, 2023, June 14, 2023 and June 28, 2023 public meetings were held by the City Council to discuss the Proposed Capital Improvement Program for Fiscal Years 2024-2028; and
WHEREAS, in order to show the City’s commitment in assisting with the funding of State Route 52 Improvements Between SR-125 and I-15 and provide a source of matching funds for potential grants, $200,000 will be reallocated from the General Fund, Community Choice Aggregation (CCA) startup up costs, and transferred to the Capital Improvement Program; and
WHEREAS, the City Council considered all recommendations by staff and public testimony.

NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Santee, California as follows:

SECTION 1.

The Capital Improvement Program for Fiscal Years 2024-2028 as submitted by the City Manager, including all changes directed by the City Council, is hereby approved.

SECTION 2.

The Capital Improvement Program Budget for Fiscal Years 2023-24 and 2024-25 is hereby adopted and appropriated pursuant to Section 1.

SECTION 3.

The City Manager may authorize transfers of up to $25,000 between approved Capital Improvement Program projects.

SECTION 4.

RESOLUTION NO. _______
2 Attachment 1
Unencumbered balances remaining at June 30, 2024 and June 30, 2025 for Capital Improvement Program projects may be carried forward to the succeeding fiscal year without further City Council action.

SECTION 5.

In order to show the City’s commitment in assisting with the funding of State Route 52 Improvements Between SR-125 and I-15 and provide a source of matching funds for potential grants, $200,000 currently reserved in the General Fund for Community Choice Aggregation (CCA) startup costs is hereby reallocated to the SR 52 Improvements Between SR-125 and I-15 project.

ADOPTED by the City Council of the City of Santee, California, at a regular meeting thereof held this 28th day of June 2023 by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:
________________________________
JOHN W. MINTO, MAYOR
ATTEST:
____________________________________

ANNETTE ORTIZ, CMC, CITY CLERK
Big Rock Park Restroom / Site Improvements
Park Project
Description:

Justification:

Operating Impact:

Construct new restroom/maintenance building including gender neutral and accessible facilities to improve safety and convenience. Paint existing light poles, bollards, bike rack, shade/trellis structures. Repair damaged and lifted concrete in walkway and seating areas. Upgrade existing drinking fountains with bottle fillers.

The current restrooms at Big Rock Park are in need of replacement and detract from the experience of Big Rock Park. Additional site maintenance is needed to revitalize and repair existing site amenities.

The painting, concrete repairs and drinking fountain upgrades in the amount of $50,000 will be funded by the Recreation Revolving Fund in FY 2023-24.

Project Location: Big Rock Park
Prior Year
Expenditures FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Total Expenditures:

Planning/Design $ - $ - $ - $ - $ - $ 111,000 $ 111,000 Construction - - - - - 666,000 666,000
Total $ - $ - $ - $ - $ - $ 777,000 $ 777,000
Source of Funds:

Public Facilities Fees $ - $ - $ - $ - $ - $ 388,500 $ 388,500 Park-in-Lieu Fees - - - - - 388,500 388,500
Total $ - $ - $ - $ - $ - $ 777,000 $ 777,000
Attachment 2
Capital Improvement Program - Summary of Projects by Project Type Fiscal Years 2024 - 2028
Pg. Lead Prior Proposed Proposed Projected Projected Projected Total No. Dept Project Expenditures FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Project Cost

CIRCULATION PROJECTS
1 ENG ADA Pedestrian Ramp Improvements(2) $ - $ 1,080,000 $ 1,080,000 $ 1,080,000 $ 1,080,000 $ 1,080,000 $ 5,400,000 2 ENG Bridge Restorations Citywide(2) - 1,070,000 1,070,000 1,070,000 1,070,000 1,070,000 5,350,000 3 ENG Concrete Repair/Replacement Program(2) - 220,000 220,000 220,000 220,000 220,000 1,100,000 4 ENG Cottonwood Ave River Crossing(2) - - - - - 20,786,000 20,786,000 5 ENG Cottonwood Ave Widening & Sidewalks(2) - - - 300,000 7,225,000 4,605,000 12,130,000 6 ENG Cuyamaca Right Turn Lanes at Mission Gorge 546,500 1,210,000 - - - - 1,756,500 8 ENG Graves Avenue Street Improvements - - 300,000 1,695,000 3,180,000 2,369,000 7,544,000 9 ENG Magnolia Avenue Widening(2) - - - - - 4,786,000 4,786,000 10 ENG Mast Blvd and West Hills Pkwy Intersection 225,000 1,500,000 - - - - 1,725,000 11 ENG Median Modification - Mission Gorge at Market Place - 90,000 470,000 - - - 560,000 12 CSD Median/Streetscape Improvements Citywide(1) - - - 100,000 1,000,000 - 1,100,000 13 CSD Median Upgrade - Mission Gorge at Town Center(1) - - - - - 1,392,000 1,392,000 14 ENG Olive Lane Improvements(1) - - - - 623,000 2,227,000 2,850,000 15 ENG Pavement Condition Report - - - 85,000 - - 85,000 16 ENG Pavement Repair and Rehabilitation Citywide(2) 40,000 1,696,000 2,392,000 2,464,000 2,538,000 2,614,000 11,744,000 17 ENG Pavement Roadway Maintenance Citywide(2) 45,000 5,176,940 2,370,000 2,442,000 2,516,000 2,592,000 15,141,940 18 ENG Prospect Avenue and Mesa Road Improvements 281,000 811,200 - - - - 1,092,200 19 ENG Prospect Avenue Improvements - West(2) - - - 400,000 11,797,000 9,070,000 21,267,000 20 ENG Regional Arterial Management System - 7,400 7,400 7,400 7,400 7,400 37,000 21 ENG Safe Routes to School Improvements(1) - - - 180,000 240,000 - 420,000 22 ENG Sidewalk Program Citywide(1) - - - - - 26,333,100 26,333,100 23 ENG Smart Traffic Signals - 1,164,000 - - - 950,000 2,114,000 24 ENG State Route 52 Improvements(2) 720,000 1,000,000 20,280,000 31,500,000 - - 53,500,000 26 ENG Street Light Installation(1) - - - 500,000 - - 500,000 27 ENG Street Light LED Upgrades 38,000 1,136,000 - - - - 1,174,000 28 ENG Traffic Calming Manual(1) - - - 100,000 - - 100,000 29 ENG Traffic Signal & Communications Upgrades 1,054,800 1,879,000 550,000 600,000 - - 4,083,800 30 ENG Traffic Signal LED Replacement - 196,700 - - - - 196,700 31 ENG Traffic Signal Modification-Carlton Oaks/Weathersfield - - - - - 489,000 489,000 32 ENG Traffic Signal Modification - Mast/Carlton Hills - - - - 219,500 - 219,500 33 ENG Utility Undergrounding-Mission Gorge & Carlton Hills - 40,000 288,100 - - - 328,100 Subtotal Circulation Projects $ 2,950,300 $ 18,277,240 $ 29,027,500 $ 42,743,400 $ 31,715,900 $ 80,590,500 $ 205,304,840 (1) This project is unfunded at this time. See specific project page for more detail. (2) This project is partially unfunded at this time. See specific project page for more detail.

Attachment 3
Capital Improvement Program - Summary of Projects by Project Type Fiscal Years 2024 - 2028
Pg. Lead Prior Proposed Proposed Projected Projected Projected Total No. Dept Project Expenditures FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Project Cost

DRAINAGE PROJECTS
37 ENG CMP Storm Drain Replacement Program(2) $ - $ 2,195,000 $ 2,366,000 $ 2,437,000 $ 2,510,000 $ 2,330,000 $ 11,838,000 38 ENG Mission Gorge Rd Drainage Improvements East(1) - - - 781,000 3,000,000 3,767,000 7,548,000 39 ENG Mission Gorge Rd Drainage Improvements West(1) - - - 433,000 2,000,000 1,890,000 4,323,000 40 ENG SD River Bacteria Reduction - Investigative Order - 37,500 37,500 37,500 37,500 37,500 187,500 41 ENG SD River Bacteria Reduction - TMDL - 87,000 87,000 121,000 121,000 121,000 537,000 42 ENG Shadow Hill/Woodside Drainage Improvements(1) - - - - 1,322,000 1,783,000 3,105,000 43 ENG Storm Drain Trash Diversion 357,737 332,000 170,000 170,000 170,000 - 1,199,737 Subtotal Drainage Projects $ 357,737 $ 2,651,500 $ 2,660,500 $ 3,979,500 $ 9,160,500 $ 9,928,500 $ 28,738,237

FACILITY PROJECTS
47 ENG City Hall Improvements $ - $ 565,000 $ 104,000 $ - $ - $ - $ 669,000 48 IT City Hall Network Wiring Upgrade - 90,000 - - - - 90,000 49 ENG Community Center 1,140,000 290,000 100,000 19,470,000 - - 21,000,000 50 ENG Electric Vehicle Charging Stations(2) - 50,000 144,000 225,000 452,000 73,000 944,000 51 FIRE Fire Phase 1A - New Fire Station Operations Center(2) - 700,000 - 14,700,000 - - 15,400,000 52 FIRE Fire Phase 1B - Fleet Maintenance Facility(2) 400,000 - 5,200,000 - - 5,600,000 53 FIRE Fire Phase 2A - Fire Station 4 Replacement(1) - - 1,200,000 17,050,000 - 18,250,000 54 FIRE Fire Phase 2B - Emergency Operations Center(1) - - - 500,000 3,000,000 - 3,500,000 55 FIRE Fire Phase 3 - New Fire Station Northern Santee(1) - - - - 1,000,000 13,000,000 14,000,000 56 CSD Lighting Upgrades Citywide(1) - - - 600,000 - - 600,000 57 ENG Operations Center Upgrades 15,000 870,000 - - - - 885,000 58 ENG Parking Lot Resurfacing - - - 225,000 100,000 100,000 425,000 59 ENG Santee Library(1) - - - - - 20,250,000 20,250,000 Subtotal Facility Projects $ 1,155,000 $ 2,965,000 $ 348,000 $ 42,120,000 $ 21,602,000 $ 33,423,000 $ 101,613,000 (1) This project is unfunded at this time. See specific project page for more detail. (2) This project is partially unfunded at this time. See specific project page for more detail.

PARK PROJECTS
63 CSD Big Rock Park Restroom Improvements $ - $ - $ - $ - $ - $ 777,000 $ 777,000 64 CSD Big Rock Park Trail Head Enhancements(1) - - - 1,713,400 - - 1,713,400 65 CSD General Park Improvements - 35,000 35,000 35,000 35,000 35,000 175,000 66 CSD Skate Park at Town Center Community Park(1) - - - 1,000,000 - - 1,000,000 67 CSD Sports Field & Court Improvements - 85,000 20,000 20,000 20,000 20,000 165,000 68 CSD TCCP Artificial Turf Replacement(1) - - - 1,100,000 - - 1,100,000 69 CSD Trails - Mast Blvd to Walker Preserve - - - - 2,500,000 - 2,500,000 70 ENG Trails - SD River at Carlton Oaks(1) - - - 2,500,000 8,000,000 - 10,500,000 71 ENG Trails - SD River North Side Cuyamaca to Cottonwood(2) - - - 1,127,000 6,000,000 4,418,000 11,545,000 72 CSD Trails - SD River South Side Cuyamaca to Magnolia - - - - 412,000 3,563,000 3,975,000 Subtotal Park Projects $ - $ 120,000 $ 55,000 $ 7,495,400 $ 16,967,000 $ 8,813,000 $ 33,450,400

OTHER PROJECTS
75 ENG Broadband Infrastructure Improvements $ 30,000 $ 1,202,000 $ - $ - $ - $ - $ 1,232,000 76 ENG Clock Tower Video Display Upgrade 8,000 152,000 - - - - 160,000 77 IT Council Chamber Audio/Visual Replacement Program - - - 90,000 90,000 90,000 270,000 78 FIN Financial Management System Upgrade - - 100,000 900,000 - - 1,000,000 79 ENG Permitting and Land Management System 554,070 165,600 - - - - 719,670 80 FIRE San Diego River Fire Hazard Mitigation Plan (2) - 530,430 3,546,570 3,546,570 - - 7,623,570 81 CM Website Update - 100,000 - - - - 100,000
Subtotal Other Projects $ 592,070 $ 2,150,030 $ 3,646,570 $ 4,536,570 $ 90,000 $ 90,000 $ 11,105,240 Total Capital Improvement Program Fiscal Years 2024-2028 $ 26,163,770 $ 35,737,570 $ 100,874,870 $ 79,535,400 $ 132,845,000 $ 375,156,610 (1) This project is unfunded at this time. See specific project page for more detail. (2) This project is partially unfunded at this time. See specific project page for more detail.

Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

AMERICAN RESCUE PLAN ACT
Prior Year Balance 4,180,595 4,180,595 894,198 450,878 7,558 7,558 Revenues - - 4,180,595
ENG Broadband Infrastructure Improvements 30,000 1,039,000 - - - - 1,039,000 ENG CMP Storm Drain Replacement Program(2) 917,304 - - - - 917,304 ENG Community Center 156,595 -
ENG Pavement Roadway Maintenance Citywide 1,000,000 - - - - 1,000,000 ENG Permitting and Land Management System 100,000 - -
FIRE San Diego River Hazard Mitigation 66,300 443,320 443,320 - - 952,940 ENG Storm Drain Trash Diversion 357,737 263,793 - - - - 263,793 Total Expenditures 3,286,397 443,320 443,320 - - 4,173,037 Balance 894,198 450,878 7,558 7,558 7,558 7,558
CalRecycle Grant
Prior Year Balance - - - - - -
Revenues 15,000 15,000 15,000 15,000 15,000 75,000
CSD General Park Improvements 15,000 15,000 15,000 15,000 15,000 75,000 - -
Total Expenditures 15,000 15,000 15,000 15,000 15,000 75,000 Balance - - - - - -
CDBG
Prior Year Balance - - - - - -
Revenues 208,310 182,000 182,000 182,000 182,000 936,310 ENG ADA Pedestrian Ramp Improvements 208,310 182,000 182,000 182,000 182,000 936,310 - -
Total Expenditures 208,310 182,000 182,000 182,000 182,000 936,310 Balance - - - - - -
Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

COMMUNITY FUNDING GRANT
Prior Year Balance - - - - - -
Revenues - 2,500,000 - - - 2,500,000
ENG State Route 52 Improvements - 2,500,000 - - - 2,500,000 Total Expenditures - 2,500,000 - - - 2,500,000
Balance - - - - - -

DEVELOPER CONTRIBUTIONS
Prior Year Balance 1,170,582 1,170,582 - - - -
Revenues 1,485,822 4,280,000 576,000 9,286,000 19,468,000 36,266,404 ENG Cottonwood Avenue River Crossing - - - - 8,786,000 8,786,000 ENG Cottonwood Ave Widening & Sidewalks - - - 1,000,000 2,020,000 3,020,000 ENG Cuyamaca Right Turn Lanes at Mission Gorge 137,421 90,220 - - - - 90,220 ENG Graves Avenue Street Improvements - - - 1,000,000 601,000 1,601,000 ENG Magnolia Ave Widening - - - - 4,498,000 4,498,000
ENG Mast Blvd and West Hills Pkwy Intersection 225,000 1,500,000 - - - - 1,500,000 ENG Prospect Ave Improvements - West - - 16,000 - - 16,000 ENG Smart Traffic Signals 66,184 - - - - 66,184
ENG State Route 52 Improvements 720,000 1,000,000 4,280,000 - - - 5,280,000 CSD Trails--Mast Blvd to Walker Preserve - - - 2,500,000 - 2,500,000 ENG Trails-SD River North Side Cuyamaca to Cottonwood - - 560,000 4,374,000 - 4,934,000 CSD Trails-SD River South Side Cuyamaca to Magnolia - - - 412,000 3,563,000 3,975,000 Total Expenditures 2,656,404 4,280,000 576,000 9,286,000 19,468,000 36,266,404 Balance - - - - - -

DRAINAGE FEES
Prior Year Balance 993,736 993,736 148,980 100,994 100,994 100,994 Revenues 432,940 690,300 1,736,350 1,388,080 2,160,130 7,401,536 ENG CMP Storm Drain Replacement Program - 1,277,696 738,286 1,736,350 1,388,080 2,160,130 7,300,542 Total Expenditures 1,277,696 738,286 1,736,350 1,388,080 2,160,130 7,300,542 Balance 148,980 100,994 100,994 100,994 100,994 100,994 Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

GAS TAX
Prior Year Balance - - - - - -
Revenues 196,700 196,700
ENG Traffic Signal LED Replacement - 196,700 196,700
Total Expenditures 196,700 - - - - 196,700
Balance - - - - - -

GAS TAX-RMRA
Prior Year Balance 453,300 453,300 542,350 303,570 593,290 912,010 Revenues 1,395,050 1,423,000 1,451,500 1,480,500 1,510,100 7,713,450 ENG Bridge Restorations Citywide - 50,000 50,000 50,000 50,000 50,000 250,000 ENG Concrete Repair/Replacement Program - 70,000 70,000 70,000 70,000 70,000 350,000 ENG Pavement Repair and Rehabilitation Citywide - - 521,000 521,000 521,000 521,000 2,084,000 ENG Pavement Roadway Maintenance Citywide - 1,186,000 1,020,780 520,780 520,780 520,780 3,769,120 Total Expenditures 1,306,000 1,661,780 1,161,780 1,161,780 1,161,780 6,453,120 Balance 542,350 303,570 593,290 912,010 1,260,330 1,260,330 Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

GENERAL FUND - - -
Prior Year Balance 5,530,000 5,530,000 698,503 3 (1,453,497) (1,881,997) Revenues 517,750 - 6,047,750
ENG City Hall Improvements - 565,000 104,000 - - - 669,000 IT City Hall Network Wiring Upgrade - 90,000 - - - - 90,000 ENG Electric Vehicle Charging Stations - 50,000 - - - - 50,000 FIN Financial Management System Upgrade - 100,000 900,000 - - 1,000,000 FIRE Fire Phase 1A - New Fire Station Ops Center 700,000 - - - - 700,000 FIRE Fire Phase 1B - Fleet Maintenance Facility - 400,000 - - - - 400,000 ENG State Route 52 Improvements - 200,000 - - - 200,000 ENG Operations Center Upgrades 15,000 870,000 - - - - 870,000 ENG Parking Lot Resurfacing - - - 225,000 100,000 100,000 425,000 ENG Pavement Repair and Rehabilitation Citywide - 450,000 - - - - 450,000 ENG Pavement Roadway Maintenance Citywide 1,765,940 - - - - 1,765,940 ENG Permitting and Land Management System 294,070 165,600 - - - - 165,600 ENG SD River Bacteria Reduction - Investigative Order - 37,500 37,500 37,500 37,500 37,500 187,500 ENG SD River Bacteria Reduction - TMDL - 87,000 87,000 121,000 121,000 121,000 537,000 ENG Storm Drain Trash Diversion - 68,207 170,000 170,000 170,000 - 578,207 CSD Website Update - 100,000 - - - - 100,000
Total Expenditures 5,349,247 698,500 1,453,500 428,500 258,500 8,188,247 Balance 698,503 3 (1,453,497) (1,881,997) (2,140,497) (2,140,497)

PARK-IN-LIEU FEES
Prior Year Balance 2,766,940 2,766,940 3,215,130 4,081,320 1,636,400 5,486,850 Revenues 553,190 906,190 2,665,080 3,890,450 4,235,290 15,017,140 CSD Big Rock Park Restroom Improvements - - - - - 388,500 388,500 CSD Community Center 778,000 - - 5,070,000 - - 5,070,000 CSD General Park Improvements - 20,000 20,000 20,000 20,000 20,000 100,000 CSD Sports Field & Court Improvements - 85,000 20,000 20,000 20,000 20,000 165,000 Total Expenditures 105,000 40,000 5,110,000 40,000 428,500 5,723,500 Balance 3,215,130 4,081,320 1,636,400 5,486,850 9,293,640 9,293,640 Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

PEG FEES
Prior Year Balance (200,800) (200,800) (208,800) (65,800) (14,300) 36,200 Revenues 144,000 143,000 141,500 140,500 140,000 508,200 ENG Clock Tower Video Display Upgrade 8,000 152,000 152,000 IT Council Chamber A/V Replacement Program - 90,000 90,000 90,000 270,000 Total Expenditures 152,000 - 90,000 90,000 90,000 422,000 Balance (208,800) (65,800) (14,300) 36,200 86,200 86,200

PUBLIC FACILITIES FEES
Prior Year Balance 6,944,470 6,944,470 7,141,810 7,791,120 90,000 3,295,420 Revenues 487,340 749,310 2,198,880 3,205,420 4,023,020 17,608,440 CSD Big Rock Park Restroom Improvements - - - - - 388,500 388,500 CSD Community Center 205,405 290,000 100,000 9,900,000 - - 10,290,000 Total Expenditures 290,000 100,000 9,900,000 - 388,500 10,678,500 Balance 7,141,810 7,791,120 90,000 3,295,420 6,929,940 6,929,940

ROADWAY LIGHTING DISTRICT
Prior Year Balance - - - - - -
Revenues 1,136,000 - - - - 1,136,000
ENG Street Light LED Upgrade 38,000 1,136,000 - - - - 1,136,000 Total Expenditures 1,136,000 - - - - 1,136,000
Balance - - - - - -

RTCIP FEE
(Regional Transportation Congestion Improvement Program) Prior Year Balance 2,468,160 2,468,160 394,624 113,984 341,284 1,563,404 Revenues 355,060 269,360 827,300 1,222,120 1,650,210 6,792,210 ENG Broadband Infrastructure Improvements 163,000 - - - - 163,000 ENG Cuyamaca Right Turn Lanes at Mission Gorge 1,119,780 - - - - 1,119,780 ENG Smart Traffic Signals - 1,097,816 - - - - 1,097,816 ENG Traffic Signal and Communication Upgrades 215,400 48,000 550,000 600,000 - - 1,198,000 Total Expenditures 2,428,596 550,000 600,000 - - 3,578,596 Balance 394,624 113,984 341,284 1,563,404 3,213,614 3,213,614 Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures SANDAG
Prior Year Balance - - - - - -
Revenues - 6,000,000 - 6,000,000
ENG State Route 52 Improvements - - 6,000,000 - - - 6,000,000 Total Expenditures - 6,000,000 - - - 6,000,000
Balance - - - - - - -
SANDAG Active Transportation Grant
Prior Year Balance 142,024 142,024 - - - - 142,024
Revenues - - - - -
ENG Prospect Ave/Mesa Road Improvements 164,975 142,024 - - - - 142,024 Total Expenditures 142,024 - - - - 142,024
Balance - - - - - -
State of California Appropriation
Prior Year Balance - 4,500,000 4,500,000 - -
Revenues 4,500,000 - - - - 4,500,000
ENG Community Center - 4,500,000 - - 4,500,000
Total Expenditures - - 4,500,000 - - 4,500,000
Balance 4,500,000 4,500,000 - - - -
SB2 Recording Fee - Affordable Housing and Jobs Act
Prior Year Balance - - - - - -
Revenues - - - - -
ENG Permitting and Land Management System 160,000 - - - - - - Total Expenditures - - - - - -
Balance - - - - - -
SDG&E Rule 20A -
Prior Year Balance - - - - - -
Revenues 288,100 - - - 288,100
ENG Utility Undergrounding at MG and Carlton Hills - - 288,100 - - - 288,100 Total Expenditures - 288,100 - - - 288,100
Balance - - - - - -
Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

TRAFFIC MITIGATION FEES
Prior Year Balance 3,153,260 3,153,260 1,647,124 2,916,204 2,702,914 3,325,994 Revenues 888,040 2,039,080 1,481,710 2,803,080 5,465,820 15,830,990 ENG Cuyamaca Right Turn Lanes at Mission Gorge 409,079 - - - - - - ENG Graves Avenue Street Improvements - - 300,000 1,695,000 2,180,000 1,768,000 5,943,000 ENG Median Mod - Mission Gorge at Market Place 90,000 470,000 - - - 560,000 ENG Prospect Ave/Mesa Road Improvements 116,025 669,176 - - - - 669,176 ENG Traffic Signal and Communications Upgrades 1,635,000 - 1,635,000 Total Expenditures 2,394,176 770,000 1,695,000 2,180,000 1,768,000 8,807,176 Balance 1,647,124 2,916,204 2,702,914 3,325,994 7,023,814 7,023,814

TRAFFIC SIGNAL FEES
Prior Year Balance 151,800 151,800 77,090 385,190 566,570 718,700 Revenues 121,290 308,100 181,380 371,630 783,960 1,918,160 ENG Traffic Signal and Communication Upgrades 816,300 196,000 - - - - 196,000 ENG Traffic Signal Mod - Carlton Oaks at Wethersfield - - - - 489,000 489,000 ENG Traffic Signal Mod - Mast Blvd at Carlton Hills - - - 219,500 - 219,500 ENG Smart Traffic Signals - - - - 950,000 950,000
Total Expenditures 196,000 - - 219,500 1,439,000 1,854,500 Balance 77,090 385,190 566,570 718,700 63,660 63,660

TRANSNET / PROP A
Prior Year Balance 1,570,804 1,570,804 252,404 480,004 628,604 861,204 Revenues 1,962,227 2,024,933 2,087,143 2,146,015 2,201,768 11,992,890 Debt Service (802,227) (803,933) (809,143) (818,015) (828,768) (4,062,086) ENG Pavement Condition Report - - - 85,000 - - 85,000
ENG Pavement Repair and Rehabilitation Citywide 40,000 1,246,000 640,000 673,000 707,000 740,000 4,006,000 ENG Pavement Roadway Maintenance Citywide 45,000 1,225,000 346,000 364,000 381,000 396,000 2,712,000 ENG Regional Arterial Management System 7,400 7,400 7,400 7,400 7,400 37,000 Total Expenditures 2,478,400 993,400 1,129,400 1,095,400 1,143,400 6,840,000 Balance 252,404 480,004 628,604 861,204 1,090,804 1,090,804

TRANSPORTATION INFRASTRUCTURE
pre-IMPACT FEES (from County)
Prior Year Balance 15,080 15,080 15,080 15,080 15,080 15,080 Revenues - - - - - 15,080
ENG Traffic Signal and Communications Upgrades 23,100 - - - - - - Total Expenditures - - - - - -
Balance 15,080 15,080 15,080 15,080 15,080 15,080
Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

UTILITY UNDERGROUNDING
Prior Year Balance 214,210 214,210 174,210 174,210 174,210 174,210 Revenues - - - - - 214,210
ENG Utility Undergrounding at MG and Carlton Hills - 40,000 - - - - 40,000 Total Expenditures 40,000 - - - - 40,000
Balance 174,210 174,210 174,210 174,210 174,210 174,210

UNFUNDED

UNFUNDED - HIGH PRIORITY
ENG ADA Pedestrian Ramp Improvements 871,690 898,000 898,000 898,000 898,000 4,463,690 ENG Bridge Restorations Citywide 1,020,000 1,020,000 1,020,000 1,020,000 1,020,000 5,100,000 ENG CMP Storm Drain Replacement Program - - 1,627,714 700,650 1,121,920 169,870 3,620,154 ENG Concrete Repair/Replacement Program, - 150,000 150,000 150,000 150,000 150,000 750,000 FIRE Fire Phase 1A - New Fire Station Ops Center - - 14,700,000 - - 14,700,000 FIRE Fire Phase 1B - Fleet Maintenance Facility - - - 5,200,000 - - 5,200,000 FIRE Fire Phase 2A - Fire Station 4 Replacement - - 1,200,000 17,050,000 - 18,250,000 ENG Pavement Repair and Rehab-Citywide - - 1,231,000 1,270,000 1,310,000 1,353,000 5,164,000 ENG Pavement Roadway Maintenance Citywide - - 1,003,220 1,557,220 1,614,220 1,675,220 5,849,880 Sub-Total Unfunded High-Priority 2,041,690 5,929,934 26,695,870 23,164,140 5,266,090 63,097,724

UNFUNDED - INTERMEDIATE PRIORITY
ENG Cottonwood Ave Widening & Sidewalks - - - 300,000 6,225,000 2,585,000 9,110,000 FIRE Fire Phase 2B - Emergency Operations Center - - - 500,000 3,000,000 - 3,500,000 FIRE Fire Phase 3 - New Fire Station Northern Santee - - - - 1,000,000 13,000,000 14,000,000 ENG Lighting Upgrades Citywide - - - 600,000 - - 600,000 ENG Mission Gorge Rd Drainage Improve East - - - 781,000 3,000,000 3,767,000 7,548,000 ENG Mission Gorge Rd Drainage Improve West - - - 433,000 2,000,000 1,890,000 4,323,000 ENG Prospect Avenue Improvements - West - - - 384,000 11,797,000 9,070,000 21,251,000 Sub-Total Unfunded Intermediate -Priority - - 2,998,000 27,022,000 30,312,000 60,332,000 Attachment 3
Capital Improvement Program - Summary of Projects by Revenue Source Fiscal Years 2024-28
Total 5-Year
REVENUE SOURCE Prior Available Proposed Proposed Projected Projected Projected Revenue & & Project Expenditures Expenditures Balance FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 Expenditures

UNFUNDED - LONGER-TERM PRIORITY
ENG Cottonwood Avenue River Crossing - - - - 12,000,000 12,000,000 ENG Magnolia Ave Widening - - - - - 288,000 288,000
CSD Median Upgrade - MG at Town Center - - - - - 1,392,000 1,392,000 ENG Median/Streetscape Improvements Citywide - - - 100,000 1,000,000 - 1,100,000 ENG Olive Lane Improvements - - - - 623,000 2,227,000 2,850,000 ENG Santee Library - - - - 20,250,000 20,250,000
ENG Shadow Hill/Woodside Drainage Improvement - - - - 1,322,000 1,783,000 3,105,000 Sub-Total Unfunded Longer-Term Priority - - 100,000 2,945,000 37,940,000 40,985,000

UNFUNDED - SEEKING GRANT FUNDS
CSD Big Rock Park Trailhead Enhancements - - 1,713,400 - - 1,713,400 ENG Electric Vehicle Charging Stations - - 144,000 225,000 452,000 73,000 894,000 ENG Safe Routes to School Improvements - - - 180,000 240,000 - 420,000 CSD San Diego River Fire Hazard Mitigation Plan - 464,130 3,103,250 3,103,250 - - 6,670,630 ENG Sidewalk Program Citywide - - - - - 26,333,100 26,333,100 CSD Skate Park at Town Center Community Park - - - 1,000,000 - - 1,000,000 ENG State Route 52 Improvements - - 7,300,000 31,500,000 - - 38,800,000 ENG Street Light Installation - - - 500,000 - - 500,000 CSD TCCP-Artificial Turf Replacement - - 1,100,000 - - 1,100,000 ENG Traffic Calming Manual - - 100,000 - - 100,000
ENG Trails-SD River at Carlton Oaks - - 2,500,000 8,000,000 - 10,500,000 ENG Trails - SD River North Side Cuyamaca to Cottonwood - - 567,000 1,626,000 4,418,000 6,611,000 Sub-Total Unfunded-Seeking Grant Funds 464,130 10,547,250 42,488,650 10,318,000 30,824,100 94,642,130 Total Unfunded Projects 2,505,820 16,477,184 72,282,520 63,449,140 104,342,190 259,056,854 TOTAL 5-YEAR
CAPITAL IMPROVEMENT PROGRAM $ 26,163,770 $ 35,737,570 $ 100,874,870 $ 79,535,400 $ 132,845,000 $ 375,156,610 TOTAL FUNDED PROGECTS $ 23,657,950 $ 19,260,386 $ 28,592,350 $ 16,086,260 $ 28,502,810 $ 116,099,756 (excludes unfunded projects)
Attachment 3

STAFF REPORT

CAPITAL IMPROVEMENT PROGRAM OVERVIEW
FOR FISCAL YEARS 2024-28

CITY COUNCIL MEETING
MAY 24, 2023
The Capital Improvement Program (CIP) for Fiscal Years 2024-2028 is a five-year planning tool that assists the City Council with setting priorities, identifies unfunded needs, helps staff in managing workloads, project schedules and budgets, and establishes the appropriated CIP budget for the first two fiscal years. Funding is allocated to projects based on existing available funds and projected revenues. Staff has identified 70 projects totaling $368.3 million over the next five years for infrastructure and other capital needs of the community and the City. Of the $368.3 million, $119.3 million is funded and $249.0 million is unfunded. The CIP reflects five project categories: Circulation, Drainage, Facilities, Parks, and Other projects.

Circulation Projects
Circulation projects comprise the largest portion of the CIP, totaling $209.9 million or 56% of the total project costs. Highlights in this category include:
 Pavement Repair and Rehabilitation / Pavement Roadway Maintenance: These projects have a combined total identified cost of $26.9 million over the next five years.

Allocated funding for both projects totals $6.9 million in FY 2023-24 and $2.5 million in FY 2024-25.
 Prospect Avenue and Mesa Road Improvements: This project is fully funded in FY 2023-24 at a total project cost of $1.1 million.

Attachment 4

STAFF REPORT

CAPITAL IMPROVEMENT PROGRAM OVERVIEW
FOR FISCAL YEARS 2024-28

CITY COUNCIL MEETING
MAY 24, 2023
 Cuyamaca Right Turn Lanes at Mission Gorge: This project is fully funded in FY 2023- 24 at a total project cost of $1.8 million.
 Highway 52 Improvements: This project is reflected at a total cost of $53.5 million, as the City continues to actively pursue all federal, state and regional funding opportunities.

Drainage Projects
Drainage projects total $28.7 million. Highlights in this category include:
 CMP Storm Drain Replacement Program: This is an annually appropriated program with a five-year identified cost of $11.8 million, $2.9 million of which is funded in the first two years.
 Storm Drain Trash Diversion: The total project cost over the next five years is $1.2 million. The project is fully funded and has a budget in year one and two of $502,000.

Facility Projects
Facility projects comprise the second largest portion of the CIP, totaling $91.1 million or 24% of the total project costs. Highlights in this category include:
 Community Center: The Community Center is projected to cost $20.0 million and is fully funded. $390,000 is budgeted in the first two fiscal years to complete design, with construction expected to begin in FY 2025-26. Various City Hall Improvements including wood repairs, repainting of City Hall buildings and parking lot light poles, replacement of the roof at Building 6, and modification of the public counter in Building 4 are included in years one and two. In addition, network wiring will be updated at City Hall.  Operations Center Upgrades: The upgrades proposed for the Operations Center include the addition of a vactor truck dumping and de-watering station. This upgrade is needed to ensure that cleaning water and removed waters from the storm water system during cleaning does not contaminate the stormwater collection system. This project is expected to cost $885,000 and is fully funded in FY 2023-24.  Fire Station Projects: The total estimated cost for the construction and rebuilding of three new fire stations, an Emergency Operations Center, and a Fleet Maintenance Facility is included in this Capital Improvement Program Budget. The estimated cost of all facilities is $46.3 million. The majority of the projects are currently unfunded with the intent to develop a funding strategy for the facilities. There is $1.1 million funded in FY 2023-24 for design of one of the fire stations and the fleet shop.

Park Projects
Park projects total $33.3 million. There are several projects planned for future years once funding is identified. Current highlights in this category include:

Attachment 4

STAFF REPORT

CAPITAL IMPROVEMENT PROGRAM OVERVIEW
FOR FISCAL YEARS 2024-28

CITY COUNCIL MEETING
MAY 24, 2023
 General Park Improvements: This project is an annual allocation used for improvement and systematic replacement of existing park facilities and amenities. The total identified cost included in the CIP is $100,000.
 Sports Field and Court Improvements: This project is an annual allocation used to improve City sports fields and courts. The total identified cost included in the CIP is $100,000.

Other Projects
Other projects total $11.1 million and include information technology and various other projects such as the following:
 Broadband Infrastructure Improvements: This project will provide a secure, wired, fiber optic connection from City Hall to the City’s Operations Center and is fully funded in FY 2023-24 with an estimated cost of $1.2 million.
 San Diego River Fire Hazard Mitigation Plan: This project will significantly reduce the threat of property loss and casualties in fire-prone areas of the City. The City is currently seeking grant funding from FEMA’s Hazard Mitigation Program and the San Diego River Conservancy. The project is partially funded with $952,940 in America Rescue Plan Act (ARPA) funding. Total cost for this project is $7.6 million.  Website Update: This project is fully funded in FY 2023-24 at $100,000 and will update the City’s website to enhance design features and functionality.

Revenue Sources
As previously mentioned, of the $368.3 million identified in the Capital Improvement Program, $119.0 million in funding has been identified with existing available funds and projected revenues over the next five fiscal years. Programed revenues come from a variety of sources.

Attachment 4

STAFF REPORT

CAPITAL IMPROVEMENT PROGRAM OVERVIEW
FOR FISCAL YEARS 2024-28

CITY COUNCIL MEETING
MAY 24, 2023
Attachment 4

STAFF REPORT

CAPITAL IMPROVEMENT PROGRAM OVERVIEW
FOR FISCAL YEARS 2024-28

CITY COUNCIL MEETING
MAY 24, 2023
The primary revenue sources for the CIP are as follows.  Development Impact Fees received from new development, which include Drainage, Park-in-Lieu, Public Facilities, Regional Transportation Congestion Improvement Program (RTCIP), Traffic Mitigation, and Traffic Signal fees. These fees together are the largest CIP revenue source.
 Developer contributions
 Federal and State grants
 General Fund
 Gas Tax and SB1 Road Maintenance and Rehabilitation Program funds  TransNet
 Various other funding sources
The 2024-2028 CIP continues to utilize ARPA funding. The City first appropriated ARPA funds in the 2021-22 CIP. While a good portion of the funding has been spent, the City continues to fund certain projects with ARPA. These projects include:
 Broadband Infrastructure Improvements $1,039,000
 CMP Storm Drain Replacement Program $917,304
 Pavement Roadway Maintenance Citywide $1,000,000
 San Diego River Hazard Mitigation $952,940
 Storm Drain Trash Diversion $263,793
Under the direction of the City Manager, the Finance Department prepares the City’s Capital Improvement Program budget document. Additional information regarding the City’s CIP budget may be obtained by contacting the City of Santee Finance Department or through the City’s web site at www.cityofsanteeca.gov.

Attachment 4

Attachment 1
RESOLUTION NO. _____
1 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA, ADOPTING THE OPERATING BUDGET FOR FISCAL YEAR 2023-24 AND TAKING

RELATED ACTIONS
WHEREAS, on June 14, 2023, and June 28, 2023, public meetings were held by the City Council to review the Proposed Operating Budget for Fiscal Year 2023-24; and WHEREAS, the City Council considered all recommendations by staff and public testimony; and
WHEREAS, the City Council desires to adopt the Operating Budget for Fiscal Year 2023-24 incorporating any and all changes directed by the City Council during the public meeting held on June 28, 2023.

NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Santee, California does hereby find, determine and declare as follows:

Section 1
The Operating Budget for Fiscal Year 2023-24, including all changes directed by the City Council, is hereby adopted.

Section 2
The monies necessary to offset the expenditures in the Operating Budget for Fiscal Year 2023-24 as adopted by the City Council pursuant to Section 1 hereof are authorized by this section to be appropriated out of the funds available to the City during said fiscal year.

Section 3
A. The Salary Schedules effective July 6, 2023 as presented as Exhibit “A” are approved and adopted.

B. The following personnel changes are hereby approved:
1) Add one Irrigation Technician position with an annual salary band of $56,746.77 to $68,976.26
2) Add one Administrative Battalion Chief with an annual salary band of $117,590.66 to $159,411.02
3) Eliminate one part-time/benefited Building Technician with an annual salary range of $22,720.50 to $27,621.00
4) Reclassify one Senior Management Analyst position with an annual salary range of $85,826.99 to $115,867.17 to a Senior Management Analyst/Grant Coordinator with an annual salary range of $90,118.34 to $121,660.53
5) Add one Marketing Specialist II with a salary range of $55,362.65 to $67,296.46
Attachment 1
RESOLUTION NO. _____
2 6) Eliminate one Marketing Coordinator with a salary band of $68,223.18 to $97,461.70
7) Add a salary adjustment to the Assistant to the City Manager salary band of 5% to $130,574.02 to $185,088.87
C. The City Manager is authorized to execute agreements between the City of Santee and appropriate insurance companies for the purpose of providing health, life, long-term disability insurance and dental coverage for the eligible officers, active, retired and terminated employees of the City of Santee and their eligible dependents.

Section 4
A. The City Manager is authorized to adjust operating budget line items during fiscal year 2023-24 as may from time to time be deemed desirable, not to exceed the authorized departmental totals.

B. Unencumbered balances remaining at June 30, 2023 for operating accounts, excluding salaries and benefits, may be carried forward at the discretion of the City Manager or designee to the subsequent fiscal year.

C. For contract building inspection services which are funded by permit fees collected, the City Manager is hereby authorized to increase the expenditure appropriation proportionately as increased revenues are received.

D. For Recreation Revolving Fund program expenditures that are funded from program revenues, the City Manager is hereby authorized to increase the expenditure appropriation as additional revenues are realized or if funds are available in the unappropriated balance of the Recreation Revolving Fund.

E. In accordance with the terms of the Agreement for City Attorney Legal Services with Best Best & Krieger, the consumer price index adjusted rates effective July 1, 2023 will be as follows:
1) Monthly Retainer $17,026
2) Special Services
i. Attorney $275 per hour
ii. Non-Attorney $215 per hour
3) Third Party Reimbursable Services
i. Partner/Of Counsel $408 per hour
ii. Associate $338 per hour
iii. Non-Attorney $215 per hour

F. The City Manager is authorized to execute the following professional service contract renewals provided for in the Operating Budget for Fiscal Year 2023- 24 without further Council action:
1) David Turch and Associates (legislative advocacy-federal) $60,000 Attachment 1
RESOLUTION NO. _____
3 G. The City Manager is authorized to execute an amendment to the Agreement Between the City of Santee and Grossmont Union High School District for School Resource Officer Cost Sharing at Santana and West Hills High Schools in an amount for FY 2023-24 consistent with the City Council adopted budget.

H. Grant funds awarded to the City of Santee, based on an application of these funds approved or accepted by the City Council, shall be appropriated as required.

I. All fire benefit fee receipts shall be used exclusively to provide fire suppression services, with any funding shortfall made up from other General Fund sources.

Section 5
The General Fund Reserve Policy is hereby continued by this resolution that a minimum reserve of 20% of annual General Fund operating expenditures be maintained.

Section 6
The Balanced General Fund Budget Policy is hereby continued by this resolution that, generally, ongoing revenues shall cover ongoing operating expenditures, allowing for use of General Fund reserves if the General Fund Reserve Policy is met.

ADOPTED by the City Council of the City of Santee, California, at a Regular Meeting thereof held this 28th day of June 2023, by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

ANNETTE ORTIZ, CMC, CITY CLERK
EXHIBIT A: Salary Schedules Effective July 6, 2023
Exhibit A
Classification A B C D E
Fire Captain / PM Hourly 34.35 36.07 37.87 39.76 41.75
Base salary Annual 100,027.62 105,030.12 110,281.30 115,794.56 121,584.96 Educational Incentive
Fire Captain / PM Hourly 34.87 36.61 38.44 40.36 42.38
31-45 units = 1.5% over base Annual 101,527.82 106,605.59 111,935.62 117,531.64 123,408.77 Fire Captain / PM Hourly 35.38 37.15 39.01 40.96 43.01
46 units and over = 3.0% over base Annual 103,028.24 108,181.03 113,589.93 119,268.09 125,232.24 Fire Captain / PM Hourly 35.90 37.69 39.58 41.55 43.63
A.A. Degree = 4.5% over base Annual 104,528.86 109,756.17 115,243.89 121,005.17 127,056.01 Fire Captain / PM Hourly 36.41 38.23 40.14 42.15 44.26
Bachelor Degree = 6% over base Annual 106,029.05 111,331.61 116,898.21 122,742.28 128,880.16

CITY OF SANTEE

SANTEE FIREFIGHTERS' ASSOCIATION SALARY SCHEDULE
EFFECTIVE JULY 6, 2023

Page 1 of 14 ends

Exhibit A

CITY OF SANTEE

SANTEE FIREFIGHTERS' ASSOCIATION SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Classification A B C D E
Fire Captain Hourly 32.87 34.51 36.24 38.05 39.95
Base salary Annual 95,720.07 100,506.97 105,532.05 110,808.09 116,348.51 Educational Incentive
Fire Captain Hourly 33.36 35.03 36.78 38.62 40.55
31-45 units = 1.5% over base Annual 97,155.82 102,014.36 107,115.36 112,470.25 118,093.78 Fire Captain Hourly 33.86 35.55 37.33 39.19 41.15
46 units and over = 3.0% over base Annual 98,591.89 103,522.07 108,698.01 114,132.09 119,839.05 Fire Captain Hourly 34.35 36.07 37.87 39.76 41.75
A.A. Degree = 4.5% over base Annual 100,027.62 105,029.80 110,280.99 115,794.56 121,584.32 Fire Captain Hourly 34.84 36.59 38.41 40.34 42.35
Bachelor Degree = 6% over base Annual 101,463.37 106,537.21 111,864.28 117,456.42 123,329.57

Page 2 of 14 ends

Exhibit A

CITY OF SANTEE

SANTEE FIREFIGHTERS' ASSOCIATION SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Classification A B C D E
Fire Engineer/PM Hourly 29.47 30.91 32.43 34.09 35.70
Base salary Annual 85,809.85 90,021.24 94,442.37 99,260.43 103,961.77 Educational Incentive
Fire Engineer / PM Hourly 29.91 31.38 32.92 34.60 36.24 31-45 units = 1.5% over base Annual 87,097.23 91,371.40 95,858.68 100,749.41 105,521.06 Fire Engineer / PM Hourly 30.35 31.84 33.41 35.11 36.77 46 units and over = 3.0% over base Annual 88,384.30 92,721.93 97,275.61 102,238.00 107,080.42 Fire Engineer / PM Hourly 30.79 32.30 33.89 35.62 37.31 A.A. Degree = 4.5% over base Annual 89,671.34 94,072.11 98,692.21 103,726.96 108,640.06 Fire Engineer / PM Hourly 31.24 32.77 34.38 36.13 37.84 Bachelor Degree = 6% over base Annual 90,958.75 95,422.63 100,108.81 105,215.93 110,199.40

Page 3 of 14 ends

Exhibit A

CITY OF SANTEE

SANTEE FIREFIGHTERS' ASSOCIATION SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Classification A B C D E
Fire Engineer Hourly 28.06 29.44 30.88 32.46 33.99
Base salary Annual 81,706.23 85,715.38 89,925.73 94,513.40 98,990.40 Educational Incentive
Fire Engineer Hourly 28.48 29.88 31.34 32.94 34.50
31-45 units = 1.5% over base Annual 82,931.93 87,001.25 91,274.77 95,931.12 100,475.20 Fire Engineer Hourly 28.90 30.32 31.81 33.43 35.01
46 units and over = 3.0% over base Annual 84,157.60 88,286.83 92,623.49 97,348.86 101,960.38 Fire Engineer Hourly 29.32 30.76 32.27 33.92 35.52
A.A. Degree = 4.5% over base Annual 85,382.96 89,572.70 93,972.50 98,766.60 103,445.19 Fire Engineer Hourly 29.74 31.20 32.73 34.40 36.03
Bachelor Degree = 6% over base Annual 86,608.95 90,858.25 95,321.21 100,184.35 104,930.00

Page 4 of 14 ends

Exhibit A

CITY OF SANTEE

SANTEE FIREFIGHTERS' ASSOCIATION SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Classification A B C D E F G H
Firefighter Paramedic Hourly 25.25 26.29 27.37 28.50 30.18 31.40 32.67 33.99 Base salary Annual 73,538.44 76,559.44 79,706.09 82,981.65 87,892.90 91,443.60 95,138.00 98,990.40 Educational Incentive (after completing 3 1/2 years of employment) G H Firefighter Paramedic 33.16 34.50
31-45 units = 1.5% over base 96,564.89 100,475.20
Firefighter Paramedic 33.65 35.01
46 units and over = 3.0% over base 97,991.81 101,960.38 Firefighter Paramedic 34.14 35.52
A.A. Degree = 4.5% over base 99,419.37 103,445.19
Firefighter Paramedic 34.63 36.03
Bachelor Degree = 6% over base 100,846.27 104,930.00

Page 5 of 14 ends

Exhibit A

CITY OF SANTEE

SANTEE FIREFIGHTERS' ASSOCIATION SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Classification A B C D E F G H
Firefighter Hourly 21.43 22.50 23.52 24.81 26.05 27.35 28.72 30.15 Base salary Annual 62,398.04 65,516.54 68,501.89 72,232.91 75,844.83 79,637.40 83,618.38 87,800.28 Educational Incentive (after completing 3 1/2 years of employment) G H Firefighter 29.15 30.60
31-45 units = 1.5% over base 84,872.84 89,117.25
Firefighter 29.58 31.06
46 units and over = 3.0% over base 86,127.01 90,434.21
Firefighter 30.01 31.51
A.A. Degree = 4.5% over base 87,381.45 91,751.51
Firefighter 30.44 31.96
Bachelor Degree = 6% over base 88,635.60 93,068.14

Page 6 of 14 ends

Exhibit A
Range Classification A B C D E
29 Account Clerk Hourly 23.53 24.70 25.94 27.23 28.60
Annual 48,932.36 51,379.05 53,948.06 56,645.69 59,477.76 35 Administrative Secretary Hourly 27.28 28.65 30.08 31.58 33.16 Annual 56,746.77 59,584.06 62,563.32 65,691.78 68,976.26 Assistant City Clerk Hourly 32.80 to 46.86
Annual 68,223.18 to 97,461.70
Assistant to the City Manager Hourly 62.78 to 88.99
Annual 130,574.02 to 185,088.87
50 Assistant Engineer Hourly 39.51 41.49 43.56 45.74 48.03 Annual 82,186.17 86,295.73 90,610.73 95,140.97 99,898.24 58 Associate Civil Engineer / Hourly 48.14 50.55 53.08 55.73 58.52 Associate Traffic Engineer Annual 100,135.74 105,142.97 110,400.42 115,920.27 121,716.54 49 Associate Planner Hourly 38.55 40.48 42.50 44.63 46.86 Annual 80,181.79 84,190.92 88,400.54 92,820.87 97,461.70 28 Building Development Technician I Hourly 22.95 24.10 25.30 26.57 27.90 Annual 47,738.95 50,126.10 52,632.33 55,263.86 58,027.20 32 Building Development Technician II Hourly 25.33 26.60 27.93 29.33 30.79 Annual 52,694.82 55,329.28 58,095.90 61,000.57 64,050.84 Building Official Hourly 57.67 to 75.25
Annual 119,959.00 to 156,519.00
City Clerk Hourly 48.03 to 67.26
Annual 99,907.68 to 139,895.38
City Engineer Hourly 64.14 to 86.87
Annual 133,406.84 to 180,690.27
City Manager Hourly 116.63 to 116.63
(Single Rate) Annual 242,562.81 to 242,562.81

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023

Page 7 of 14 ends

Exhibit A
Range Classification A B C D E

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
26 Code Compliance Assistant Hourly 21.85 22.94 24.08 25.29 26.55 Annual 45,438.51 47,710.51 50,096.01 52,600.93 55,230.80 44 Code Compliance Officer Hourly 34.07 35.78 37.56 39.44 41.41 Annual 70,869.10 74,412.35 78,133.26 82,039.64 86,141.63 46 Confidential Accountant Hourly 35.80 37.59 39.47 41.44 43.51 Annual 74,456.86 78,179.70 82,088.71 86,193.00 90,502.77 46 Confidential Payroll Specialist Hourly 35.80 37.59 39.47 41.44 43.51 Annual 74,456.86 78,179.70 82,088.71 86,193.00 90,502.77 46 Confidential Secretary Hourly 35.80 37.59 39.47 41.44 43.51 to City Manager/Council Annual 74,456.86 78,179.70 82,088.71 86,193.00 90,502.77 Crossing Guards ^ Hourly 15.53
(Single Rate)
Deputy Fire Chief Hourly 63.19 to 86.47
Annual 131,445.32 to 179,849.01
35 Development Services Technician Hourly 27.28 28.65 30.08 31.58 33.16 Annual 56,746.77 59,584.06 62,563.32 65,691.78 68,976.26 Director of Hourly 68.79 to 91.72
Community Services Annual 143,085.00 to 190,787.63
Director of Hourly 68.07 to 91.76
Development Services Annual 141,578.79 to 190,867.16
Director of Hourly 68.07 to 91.76
Engineering/City Engineer Annual 141,578.79 to 190,867.16 Director of Finance / Hourly 71.92 to 96.76
City Treasurer Annual 149,585.02 to 201,268.81
Director of Fire & Life Safety Hourly 81.67 to 106.61
(Fire Chief) Annual 169,882.83 to 221,746.68

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Exhibit A
Range Classification A B C D E

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Director of Human Resources Hourly 67.16 to 90.67
Annual 139,699.80 to 188,594.96
Director of Hourly 68.07 to 91.76
Planning & Building/City Planner Annual 141,578.79 to 190,867.16 Economic Development Manager Hourly 42.29 to 57.10
Annual 87,972.65 to 118,763.86
48 Engineering Inspector Hourly 37.61 39.49 41.46 43.54 45.71 Annual 78,226.16 82,137.46 86,244.06 90,556.41 95,084.36 39 Equipment Mechanic Hourly 30.11 31.62 33.20 34.86 36.60 Annual 62,637.92 65,769.94 69,058.38 72,511.36 76,136.71 17 Emergency Medical Technician Hourly 17.49 18.37 19.29 20.25 21.26 Annual 36,383.91 38,202.81 40,113.31 42,119.03 44,224.82 Emergency Medical Technician ^ Hourly 17.49 to 21.26
35 Equipment Operator Hourly 27.28 28.65 30.08 31.58 33.16 Annual 56,746.77 59,584.06 62,563.32 65,691.78 68,976.26 38 Facilities Maintenance Supervisor Hourly 29.38 30.85 32.39 34.01 35.71 Annual 61,110.18 64,165.66 67,373.91 70,742.83 74,279.87 25 Facilities Maintenance Technician Hourly 21.31 22.38 23.50 24.67 25.91 Annual 44,330.15 46,546.53 48,874.13 51,317.56 53,883.31 35 Field Inspector Hourly 27.28 28.65 30.08 31.58 33.16 Annual 56,746.77 59,584.06 62,563.32 65,691.78 68,976.26 Finance Manager Hourly 53.10 to 71.69
Annual 110,449.87 to 149,107.40
Fire Battalion Chief Hourly 40.27 to 54.59
(2920 hours) Annual 117,590.66 to 159,411.02
Fire Battalion Chief - Administration Hourly 56.53 to 76.64 (2080 hours) Annual 117,590.66 to 159,411.02

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Exhibit A
Range Classification A B C D E

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
44 Fire Inspector Hourly 34.07 35.78 37.56 39.44 41.41
Annual 70,869.10 74,412.35 78,133.26 82,039.64 86,141.65 Fire Marshal Hourly 53.10 to 71.69
Annual 110,449.87 to 149,107.40
Graduate Intern ^ Hourly 15.53 to 21.32
38 Human Resources Technician Hourly 29.38 30.85 32.39 34.01 35.71 Annual 61,110.18 64,165.66 67,373.91 70,742.83 74,279.87 53 Information Technology Analyst Hourly 42.55 44.68 46.91 49.26 51.72 Annual 88,505.56 92,930.80 97,577.82 102,456.47 107,579.48 Information Technology Manager Hourly 48.27 to 65.17
Annual 100,408.97 to 135,552.25
35 Irrigation Specialist Hourly 27.28 28.65 30.08 31.58 33.16 Annual 56,746.77 59,584.06 62,563.32 65,691.78 68,976.26 29 Landscape and Hourly 23.53 24.70 25.94 27.23 28.60
Irrigation Maintenance Worker Annual 48,932.36 51,379.05 53,948.06 56,645.69 59,477.76 48 Lead Equipment Mechanic Hourly 37.61 39.49 41.46 43.54 45.71 Annual 78,226.16 82,137.46 86,244.06 90,556.41 95,084.36 29 Maintenance Worker Hourly 23.53 24.70 25.94 27.23 28.60 Annual 48,932.36 51,379.05 53,948.06 56,645.69 59,477.76 46 Management Analyst Hourly 35.80 37.59 39.47 41.44 43.51 Annual 74,456.86 78,179.70 82,088.71 86,193.00 90,502.77

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Exhibit A
Range Classification A B C D E

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Marketing Aide^ Hourly 15.53 to 21.32
Marketing Coordinator Hourly 32.80 to 46.86
Annual 68,223.18 to 97,461.70
Marketing Manager Hourly 45.91 to 62.00
Annual 95,497.09 to 128,951.27
28 Marketing Specialist Hourly 22.95 24.10 25.30 26.57 27.90 Annual 47,738.95 50,126.10 52,632.33 55,263.86 58,027.20 34 Marketing Specialist II Hourly 26.62 27.95 29.34 30.81 32.35 Annual 55,362.65 58,130.91 61,037.22 64,089.13 67,293.46 Office Assistant ^ Hourly 15.53 to 21.32
48 Parks & Landscape Supervisor Hourly 37.61 39.49 41.46 43.54 45.71 Annual 78,226.16 82,137.46 86,244.06 90,556.41 95,084.36 Principal Civil Engineer Hourly 59.66 to 80.81
Annual 124,099.39 to 168,083.97
Principal Planner Hourly 47.28 to 63.83
Annual 98,345.52 to 132,768.55
Principal Traffic Engineer Hourly 59.66 to 80.81
Annual 124,099.39 to 168,083.97
38 Procurement Specialist Hourly 29.38 30.85 32.39 34.01 35.71 Annual 61,110.18 64,165.66 67,373.91 70,742.83 74,279.87 Public Services Manager Hourly 45.91 to 62.00
Annual 95,497.09 to 128,951.27
43 Public Works Supervisor Hourly 33.24 34.90 36.65 38.48 40.40 Annual 69,140.49 72,597.39 76,227.35 80,038.85 84,040.43 Recreation Aide ^ Hourly 15.53 to 18.21

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Exhibit A
Range Classification A B C D E

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
28 Recreation Coordinator Hourly 22.95 24.10 25.30 26.57 27.90 Annual 47,738.95 50,126.10 52,632.33 55,263.86 58,027.20 Recreation Leader ^ Hourly 16.56 to 19.67
Recreation Services Manager Hourly 45.91 to 62.00
Annual 95,497.09 to 128,951.27
Recreation Supervisor Hourly 32.80 to 46.86
Annual 68,223.18 to 97,461.70
36 Senior Account Clerk Hourly 27.96 29.36 30.83 32.37 33.99 Annual 58,165.56 61,073.86 64,127.71 67,334.03 70,700.96 53 Senior Accountant Hourly 42.55 44.68 46.91 49.26 51.72 Annual 88,505.56 92,930.80 97,577.82 102,456.47 107,579.48 50 Senior Building Inspector Hourly 39.51 41.49 43.56 45.74 48.03 Annual 82,186.17 86,295.73 90,610.73 95,140.97 99,898.24 Senior Civil Engineer / Hourly 52.30 to 71.12
Senior Traffic Engineer Annual 108,783.30 to 147,924.36 Senior Human Resources Analyst Hourly 43.33 to 58.49
Annual 90,118.33 to 121,660.54
Senior Management Analyst Hourly 41.26 to 55.71
Annual 85,826.99 to 115,867.17
Senior Management Analyst/ Hourly 43.33 to 58.49
Grant Coordinator Annual 90,118.34 to 121,660.53
Senior Planner Hourly 41.11 to 55.51
Annual 85,517.21 to 115,451.06
Special Events Supervisor Hourly 32.80 to 46.86
Annual 68,223.18 to 97,461.70

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Exhibit A
Range Classification A B C D E

CITY OF SANTEE

HOURLY, GENERAL AND MANAGEMENT SALARY SCHEDULE
EFFECTIVE JULY 6, 2023
Storm Water Program Assistant^ Hourly 28.73 to 34.92
50 Storm Water Program Coordinator Hourly 39.51 41.49 43.56 45.74 48.03 Annual 82,186.17 86,295.73 90,610.73 95,140.97 99,898.24 Student Intern ^ Hourly 15.53 to 19.67
Technical Professional Expert ^ Hourly 50.00 to 160.00
^Part-time, temporary status

Page 13 of 14 ends

Exhibit A
Range Classification
City Council Member Monthly 1,780.64
Annual 21,367.68
Mayor Monthly 3,000.93
Annual 36,011.16

CITY OF SANTEE

MAYOR AND CITY COUNCIL MEMBERS SALARY SCHEDULE
EFFECTIVE JULY 6, 2023

Page 14 of 14 ends

FY 2022-23 FY 2023-24 INCREASE

AMENDED PROPOSED (DECREASE)

BUDGET BUDGET
Revenues $ 54,786,710 $ 56,478,040 $ 1,691,330
Expenditures by Dept:

City Council 500,920 506,870 5,950
City Attorney 823,360 813,300 (10,060)
City Manager (total): 1,500,190 1,457,350 (42,840)
City Manager 783,070 810,290 27,220
Economic Development 717,120 647,060 (70,060)
Information Technology 703,990 908,410 204,420
Animal Control 441,530 441,530 -
City Clerk 539,010 515,100 (23,910)
Human Resources & Risk Mgmt (total): 1,426,860 1,647,660 220,800 Human Resources 670,260 787,520 117,260
Risk Management 756,600 860,140 103,540
Finance 1,595,160 1,556,230 (38,930)
Planning & Building (total): 2,679,775 2,587,290 (92,485) Planning 1,359,435 1,551,880 192,445
Building 1,152,370 860,620 (291,750)
Code Compliance 167,970 174,790 6,820
Engineering (total): 2,984,860 2,899,440 (85,420)
Engineering 2,844,490 2,765,030 (79,460)
Stormwater 140,370 134,410 (5,960)
Community Services (total): 6,118,663 6,274,380 155,717 Administration 433,040 434,930 1,890
Public Svcs - Maintenance 4,350,088 4,486,520 136,432
Stormwater 148,501 166,690 18,189
Solid Waste 33,194 30,120 (3,074)
Facility Operations 137,110 143,680 6,570
Recreation 695,650 660,400 (35,250)
Special Events 321,080 352,040 30,960
Law Enforcement 16,983,950 17,232,810 248,860
Fire and Life Safety (total): 17,343,870 18,014,690 670,820 Administration 1,245,663 1,153,890 (91,773)
Emergency Operations 11,332,237 11,449,690 117,453
Emergency Medical 4,198,320 4,860,420 662,100
Emergency Preparedness 31,260 34,380 3,120
Fleet Operations and Maintenance 536,390 516,310 (20,080) Total Operating Expenditures Proposed 53,642,138 54,855,060 1,212,922 Revenues Over (Under) Expenditures 1,144,570 1,622,980 478,410 Other Financing Sources 454,957 200,000 (254,957)
Other Financing Uses:

Transfers to Other Funds (845,257) (557,320) 287,937
Transfers to CIP (1,019,670) (517,750) 501,920
Unfunded Liabilities (CalPERS) (600,000) (600,000) -
Change in Available Fund Balance $ (865,400) $ 147,910 $ 1,013,310 Available Fund Balance, Beg. of Year 13,885,494 13,020,094 (865,400) Available Fund Balance, End of Year $ 13,020,094 $ 13,168,004 $ 147,910 Attachment 2
Attachment 3

STAFF REPORT

PROPOSED OPERATING BUDGET
FOR FISCAL YEAR 2023-24

CITY COUNCIL MEETING
JUNE 14, 2023
Overview
The Proposed Operating Budget for Fiscal Year 2023-24 has been developed after a considerable review process. Departmental budget submittals were prepared and reviewed in detail by line item and evaluated in conjunction with historical expenditures, projected revenues and consistency with City Council’s stated priorities for fiscal years 2023-24 and 2024-25.

The City has successfully navigated the challenges of the past few years and the local economy remains strong but the current high inflationary environment creates the need for attention and responsible management of the City’s budget. The General Fund reserve balance at the end of the current fiscal year will provide an opportunity to continue to make supplemental payments to reduce CalPERS unfunded pension liabilities ($600,000) and to provide additional cushion against future economic uncertainties. The Proposed Operating Budget for Fiscal Year 2023-24 is a balanced budget that maintains and enhances service levels and addresses the priorities established by the City Council.

General Fund Revenues
General Fund revenues for FY 2023-24 are projected to total $56.5 million, a $1.7 million increase from the current fiscal year estimate. Following is a discussion of key revenues.

General Fund
Proposed Budget Summary
FY 2023-24
Revenues $ 56,478,040
Expenditures (54,855,060)
Revenues Over (Under) Expenditures 1,622,980
Other Financing Sources 200,000
Transfers to Other Funds (557,320)
Transfer to Capital Improvement Program (567,750)
Unfunded Liabilities (CalPERS) (600,000)
Use of Supplemental Reserves 97,910
Available Fund Balance, 7/1/23 13,020,094
Available Fund Balance, 6/30/24 $ 13,118,004
Property Taxes: Property Taxes represent 44% of General Fund revenues and are received based on property assessed valuation. Citywide assessed valuation is projected to increase by 5.5% in FY 2023-24. This is less than in the prior year due to an increase in mortgage rates and a slow-down in the housing market. Property tax revenues (including real property transfer taxes) are projected to total $24.6 million in FY 2023-24, an increase of $1.1 million from the current fiscal year.

Sales Tax: Sales Tax represents 32.4% of General Fund revenues and is projected to total $18.3 million in FY 2023-24, an increase of $170,840 or 1.0% from the current fiscal year estimate. Modest growth is expected to continue in the City’s key Building & Construction category. Other categories are expected to flatten or have very small increases in the upcoming quarters as economic uncertainty and low consumer confidence continues to be prevalent.

Franchise Fees: Franchise Fees represent the third largest discretionary source of revenue, and are received from Waste Management, San Diego Gas & Electric (SDG&E), Cox Communications and AT&T. Franchise Fees are projected to total $3.75 million in FY 2023- 24, an increase of $48,700 or 1.3% from the current fiscal year. Increases in revenues from SDG&E and Waste Management continue to be offset by reductions in revenues from Cox Communications and AT&T.

Paramedic Program: Paramedic Program revenue reimburses the general fund from the Emergency Medical Services (EMS) Fund for all expenses associated with the EMS division.

The expected reimbursement for the proposed year is $4.8.

Building Fees: The FY 2023-24 proposed budget reflects a new building fee revenue account to reflect the division’s structural change. Building revenue is split between plan checks that will fall under the current subject to split procedure, and all other building fee revenue that falls outside the subject to split parameters. Overall, with both revenue accounts combined, there is a decrease in building permit and plan check revenue which is estimated to total $900,000, a $122,800 decrease from the current fiscal year.

Fire Reimbursements: As a result of the wildfire season in FY 2022-23, Fire reimbursement revenue remained low. As a result, the proposed budget is in line with the current year collected revenue.

Charges to Other Funds: Charges to Other Funds revenue represents reimbursements to the General Fund for costs incurred in support of certain activities that are funded outside of the General Fund. The funds providing these resources back to the General Fund include the Gas Tax Fund, Zone 2 Flood Control District Fund (storm water activities), landscape maintenance districts and the Capital Improvement Program among others. Charges to Other Funds revenue is estimated to total $1.1 million in FY 2022-23, an increase of $136,500 from the current fiscal year. This increase is the result of expected increases in Gas Tax and Zone 2 Flood Control funding. The increase in revenue to these funds allows more reimbursement to be available to the General Fund.

Attachment 3
General Fund Expenditures
The proposed budget reflects General Fund operating expenditures totaling $54.9 million in FY 2023-24, a $1.2 million or 2.3% increase from the current fiscal year budget.

Public safety continues to represent the largest portion of the General Fund operating budget.

The Fire and Life Safety budget totals $18.0 million representing 32.8% of the total General Fund expenditures and the Law Enforcement budget totals $17.2 million representing 31.4% of the total General Fund expenditures. The Community Services Department expenditures total $6.3 million representing 11.4% of the total General Fund expenditures. In fiscal year 2022-23 the Development Services Department was restructured into two new departments, Engineering and Planning & Building. These two departments each have budgets of $2.9 million and $2.6 million, respectfully.

Following is a discussion of some of the key impacts on the proposed budget.

Personnel Costs: The proposed budget includes a net increase of one and a half (1 ½) fulltime positions and other personnel-related adjustments as follows. • The addition of one Irrigation Technician in the Community Services Department (Public Services Division) to manage all aspects of irrigation management and repairs throughout City parks, right of ways, landscape maintenance districts, and facilities.
• The addition of one Administrative Battalion Chief in the Fire Department. This position would be funded 75% SLEMSA and 25% General Fund. The primary duties of this position would be to manage the EMT program and coordinate and manage Fire Department training.
• The reduction of one part-time/benefited Building Technician I in the Building Department. This position was replaced with a non-benefitted position. • The creation of a Senior Management Analyst/Grant Writer. This is not an additional position but a 5% increase to a current Senior Management Analyst in order to provide compensation for the additional duties.
• The reclassification of the Marketing Specialist I, in the City Manager’s Office (Economic Development) to a Marketing Specialist II. This position is offset by the elimination of the Marketing Coordinator and this position will also create salary savings due to the difference in salary of the two positions. • A salary adjustment to the Assistant to the City Manager position, increasing the top of the salary band by 5%.

The proposed budget does include merit increases for eligible employees but negotiated salary increases are not included at this time. The City is currently engaged in labor negotiations and will bring back any negotiated salary adjustments at a later date.

CalPERS Retirement Costs: CalPERS retirement costs continue to impact the City’s budget. and are expected to total in excess of $6.1 million in FY 2023-24, a $73,310 increase from the current fiscal year. Approximately $3.8 million of the total amount represents required payments against the City’s unfunded pension liability. This is $150,000 less than in the prior year. This decrease can be attributed to higher than expected returns on investments at June 30, 2021 and $62,890 in reduced costs due to the FY 2022-23 Additional Discretionary Attachment 3
Payment (ADP) of $600,000. The FY 2023-24 Proposed Budget includes an ADP of $600,000 to be made towards the City’s unfunded liability. These supplemental payments if continued will eliminate the City’s current unfunded liability approximately five years sooner than would otherwise be the case. This year’s supplemental payment will be the third consecutive payment.

Other Expenditures: Other expenditures of note affecting the proposed budget are as follows.

City Council: Includes $7,130 for support of the Hometown Heroes banner program and $25,000 for support for adopted military units and other military and veteran activities.

City Attorney: Includes amounts to support a variety of special projects and potential litigation matters, including the City’s efforts to develop a hotel at Trolley Square, continuing to develop a comprehensive strategy to address issues associated with homelessness, assisting the City’s efforts in adopting application procedures for the cannabis regulatory ordinance and in processing applications for cannabis business permits, and providing staff with tailored training on governance, transparency and ethical roles and responsibility.

City Manager: Includes a decrease of $50,000 for website design being moved to the Capital Improvement Program Budget and a decrease of $15,800 for the previously budgeted and completed cannabis study.

Information Technology: Includes a $204,420 increase in software maintenance and licensing costs, primarily a result for the Tyler Enterprise Permitting and Licensing system ($162,600).

Animal Control: The Proposed Operating Budget includes a new three-year agreement with the San Diego Humane Society to provide animal control services to the City, which it has provided under contract since July 2018. The current agreement expires June 2023. The agreement includes two one-year options to extend and can be terminated at any time with one-year advance written notice. The cost remains the same for Fiscal Year 2023-24, as it has the prior two years, at $441,530.

City Clerk: Includes an increase to election expense from $16,000 to $20,000. These funds are budgeted each year with amounts carrying over from non-election years to election years.

Human Resources & Risk Management: Reflects anticipated increases in property and general liability insurance premiums of approximately 15% ($92,290 increase).

Finance: Includes amounts for a User Fee/Cost Allocation Study.

Engineering: This department has no significant changes.

Planning and Building: This department has an increase of $250,000 related to the Subarea Plan. Building costs are lower this year due to an expected decline in building permits. The department is now fully staffed and as a result, the use of the third-party consultant has decreased as well.

Attachment 3
Community Services: The Public Services Division budget includes additional funding for additional and ongoing maintenance of fire breaks/defensible space clearing ($124,250), Town Center Community Park East Security System ($20,500), and Goal and Net Replacement ($6,000). Additional budgetary impacts result from consumer price index-based adjustments to various maintenance contract renewals. The Public Services Division-Storm Water budget includes additional funding in the amount of $24,000 for the cleaning and maintenance of storm drain inlet trash capture devices.

Law Enforcement: In accordance with the terms of the current five-year law enforcement services agreement with the County of San Diego, a 1.0% or $168,880 increase is reflected for contract law enforcement services for FY 2023-24, bringing the total contract amount to $17.1 million, $161,300 of which is paid from State COPS funding in the Supplemental Law Enforcement Fund. Future contract cost increases will be 3.5% each year beginning in FY 2024-25 and through FY 2026-27. Also included in the Law Enforcement budget is the continued support of funding for the Grossmont Union High School District in the amount of $201,510 to fund approximately one-half of the cost of a School Resource Officer.

Fire: Includes costs to fund an Administrative Battalion Chief, as mentioned earlier. Also included is the new Emergency Medical Technician (EMT) program ($340,000), residing in the Emergency Medical Services Division. Other increases are due to increases in medical supplies, agency contributions, and wearing apparel for new employees.

Transfers and Other Uses: The proposed budget reflects the following transfers and other uses.
• Transfers to Other Funds: Proposed transfers to other funds include $323,570 to the Vehicle Replacement Fund, $45,250 to the Highway 52 Coalition Fund, and $188,500 to the new Technology Replacement Fund.
• Transfers to Capital Improvement Program: A transfer to the Capital Projects Fund is proposed in the amount of $567,750.
• $600,000 is included for supplemental payments to reduce the City’s unfunded CalPERS pension liability as previously discussed.

Reserve Policy
City Council Resolution No. 087-2022 affirmed the City Council General Fund Reserve Policy that a minimum reserve of 20% of annual General Fund operating expenditures be maintained.

The reserve policy contributes to the fiscal security of the City by providing resources that could be used to mitigate future risks such as revenue shortfalls, economic downturns, natural disasters and other catastrophic events, as well as providing a source of revenue from investment earnings. The reserve policy increases the credit worthiness of the City to credit rating agencies, resulting in cost savings when the City issues debt. The reserve policy also provides a benchmark to assist in short-term and long-term financial planning. The proposed budget conforms to the reserve policy and reflects an available reserve balance of over $13.1 million at June 30, 2024, which represents 23.9% of annual operating expenditures and includes a supplemental reserve balance of $2.1 million beyond the 20% minimum policy level.

Attachment 3

OTHER FUNDS
The Other Funds are used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes or have been designated for a specified purpose. Following is an overview of the proposed operating budgets for the Other Funds.

Risk Management and Workers’ Compensation Reserve Funds The Risk Management and Workers’ Compensation Reserve Funds are used to account for funds held in reserve for general liability and workers’ compensation claims for which the City is self-insured up to the applicable self-insured retention amounts ($150,000 and $350,000 per claim respectively). The reserve fund balances are targeted to meet the “expected” funding level based on an actuarial analysis of the estimated outstanding liability. An actuarial analysis of the City’s liability and workers’ compensation claims experience is performed every two years.

Vehicle Acquisition & Replacement Fund
The Vehicle Acquisition & Replacement Fund is used to account for funds that are accumulated for the replacement of City vehicles. While Fire apparatus, paramedic ambulances and other heavy-duty equipment will continue to be purchased, on May 12, 2021, the City Council authorized the City’s participation in the Enterprise Fleet Management vehicle leasing program for the City’s light duty fleet. Following are the new vehicles proposed for purchase or lease in FY 2023-24.
• The purchase of a Ford E-450 ambulance to be used with the new EMT program. The purchase price is $339,240 and funded from the EMS Fund. • The purchase of a Ford F-350 Crew Cab, $101,110. This requested vehicle will be used to tow the Polaris Ranger to open space rescues and will also serve as a utility vehicle.

Funding for this vehicle includes revenues from the EMS Fund, sale proceeds, and a potential grant award.
• The purchase of a Carson Trailer, $19,020. This trailer will be used for the Polaris Ranger.
• The lease of a Chevy Tahoe for the Deputy Fire Chief. A larger vehicle is needed during incident command operations. This vehicle is an addition to the existing fleet. The current Deputy Fire Chief vehicle will be transferred to the proposed Administrative Battalion Chief.
• The lease of one Ford Transit Van for public education and other City events. • The lease of one Ford F-150 for the Engineering Department to replace an existing truck.
• The lease of one Ford F-150 for the Community Services Department to replace an existing truck.

Attachment 3
Recreation Revolving Fund
The Recreation Revolving Fund is used to account for revenues received from recreation program/class participants and the direct costs of these programs. Included are instructional classes for all ages, sports leagues, youth camps, senior trips, teen activities and the Santee Twilight Brews and Bites Festival special fund-raising event. Revenues are estimated to total $286,500 in FY 2023-24 with proposed expenditures of $313,400.

Technology Revolving Fund
This new program sets aside funds each year to ensure maintenance of the City’s Information Technology infrastructure with a planned replacement schedule every five to seven years; or as needed depending on the equipment. The replacement, upgrade and/or modernization of equipment is essential to keep up to date with technological changes and advances, ensure proper support of the infrastructure, ensure continuity of the City’s day-to-day business activities, and ensure the highest security of the City’s network. I.T. infrastructure under this program includes: network servers, storage area network (SAN) units, firewalls, network switches, computer workstations, laptops, monitors, printers, software, and other peripheral devices. The City’s initial contribution to the fund is $188,500.

Supplemental Law Enforcement Fund
The Supplemental Law Enforcement Fund is used to account for revenues received annually under the State’s Citizens’ Option for Public Safety program. These revenues are used to partially offset the cost of one Special Purpose Officer in the Community Oriented Policing Unit.

The proposed FY 2023-24 budget is $161,300.

Highway 52 Coalition Fund
The Highway 52 Coalition Fund is used to account for funds budgeted in support of the Coalition’s efforts to secure funding to improve Highway 52 which are used primarily for the cost of a lobbyist assisting in efforts to obtain federal funding, for support costs incurred by the City Attorney’s Office and for meetings and outreach efforts with regional, state and federal representatives. The proposed FY 2023-24 budget totals $63,250.

PEG Fees Fund
The PEG Fees Fund is used to account for Public, Educational and Government (“PEG”) fees received from cable television providers in an amount equal to 1% of their gross revenues, that may only be used by the City for capital costs related to public, educational and governmental access facilities consistent with federal and state law. PEG fees have been used for the City Council Chamber Upgrade Project, thereby providing the equipment necessary to livestream and broadcast City Council meetings and other content of interest on SanteeTV. In FY 2023- 24 PEG fees collected will be used to reimburse for eligible costs incurred in the City Council Chamber Upgrade Project, as well as to fund two other PEG fee eligible capital improvement projects. The estimated PEG fee revenue for FY 2023-24 is $145,000.

CASp Certification and Training Fund
The CASp Certification and Training Fund is used to account for a State mandated surcharge collected on every business license issued or renewed. This revenue must be used for certified Attachment 3
disabled access specialist training and certification and to facilitate compliance with construction-related accessibility requirements.

Gas Tax Fund
The Gas Tax Fund is used to account for revenues received from the State of California through the Highway Users Tax Account (HUTA) that are restricted for street and road purposes (including the public right-of-way). Gas Tax Fund revenues are projected to total $1,622,200 in FY 2023-24, exclusive of the Gas Tax revenues received in accordance with State Senate Bill 1 (SB 1) which are separately budgeted and discussed below. Gas Tax HUTA revenues are projected to increase by 6% in FY 2023-24 from the current fiscal year.

Gas Tax HUTA revenues are primarily utilized for the following purposes: traffic signal maintenance, street sweeping, street striping, minor street repairs, right-of-way and median landscape maintenance and curb/gutter/sidewalk maintenance. The proposed budget reflects the full expenditure of all Gas Tax HUTA revenues to be received in FY 2023-24 and includes the following.
• A transfer to the Capital Improvement Program in the amount of $196,700 for the Traffic Signal LED Replacement project.
• The purchase of traffic calming devices such as speed feedback signs and sign enhancing flashers at a total cost of $20,000.

SAFE Program Fund
The SAFE (Service Authority for Freeway Emergencies) Program Fund provides for the expenditure of Santee’s share of excess program reserve funds that were distributed to all cities and the County in accordance with Assembly Bill 1572. This funding is used to offset the cost of traffic management and traffic operations center activities.

Gas Tax-RMRA (SB 1) Fund
The Gas Tax-RMRA (SB 1) Fund is used to account for revenues received from the State of California as a result of the Road Repair and Accountability Act of 2017. The allowable use of Gas Tax-RMRA funds is similar, but not identical to, that of existing Gas Tax funds. Gas TaxRMRA Fund revenues are projected to total $1,395,050 in FY 2023-24. Gas Tax-RMRA revenues are projected to increase by 10.5% from the current fiscal year amount. Gas TaxRMRA funds will be used exclusively for certain street and road, concrete repair and bridge restoration projects as identified in the proposed Capital Improvement Program for FY 2024- 2028.

Zone 2 Flood Control District Fund
The Zone 2 Flood Control District Fund is used to account for property tax allocations used primarily for activities required by the Municipal Storm Water Permit issued by the San Diego Regional Water Quality Control Board. Revenues are projected to total $482,910 in FY 2023- 24, covering a portion but not all of the storm water permit and storm drain/channel maintenance activities, the balance of which is paid from the General Fund.

Attachment 3
Community Development Block Grant (“CDBG”) Fund
The CDBG Fund is used to account for federal CDBG revenues received annually for public service, public facility and program administrative activities that benefit low and moderate income families, aid in the prevention or elimination of blight or address an urgent community need. CDBG revenues are expected to total $321,990 in FY 2023-24 which will be expended on Program Year 2023 activities in accordance with prior City Council action.

Emergency Medical Services Fund
The Santee-Lakeside Emergency Medical Services Authority (SLEMSA) was initiated this year to provide the mechanism for funding, managing and administratively coordinating the emergency ambulance services and transportation provided by the City of Santee and Lakeside Fire Protection District for Santee, Lakeside, and the unincorporated area of El Cajon referred to as Bostonia. This fund represents the City of Santee’s share of the revenue generated by ambulance billing, property tax, the ambulance benefit fee, and grant revenue.

Funds from this account are used to reimburse the general fund for all expenses associated with the EMS Program.

Community Facilities Districts (“CFDs”) Funds:

Community Facilities Districts Funds are used to account for the proceeds of property owner special tax assessments received to pay for the cost of municipal services in the following CFDs:
• CFD No. 2015-1 (Municipal Maintenance Services) – provides for storm water facility maintenance for the 10-residential unit El Nopal Estates II subdivision. • CFD No. 2017-2 (Weston Municipal Services) – provides a funding mechanism to offset the cost impact of providing various public services as a result of the 415-residential unit Weston development.

Town Center Landscape Maintenance District (“TCLMD”) Funds The TCLMD Funds are used to account for property owner assessments received to pay for landscape maintenance and related costs within the following four zones: Town Center, The Lakes, San Remo and Mission Creek. Assessment revenues have reached the maximum allowed in each of the four zones. Staff continues to evaluate alternatives for converting landscape materials to more drought-tolerant/low water use materials where feasible.

Revenues and operating transfers in from the Gas Tax Fund are estimated to total $350,260 in FY 2023-24 with proposed expenditures of $377,770.

Santee Landscape Maintenance District (“SLMD”) Funds
The SLMD Funds are used to account for property owner assessments received to pay for landscape maintenance and related costs within the following ten zones: El Nopal, Country Scenes, Camelot Heights, Silver Country Estates, Mattazaro/Timberlane, The Heights, Prospect Hills, Mitchell Ranch, Dakota Ranch and Allos. Assessment revenues have reached the maximum allowed in seven of the ten zones, and one assessment increase reflecting a CPI adjustment is proposed in FY 2023-24. Staff continues to evaluate alternatives for converting landscape materials to more drought-tolerant/low water use materials where Attachment 3
feasible. Revenues are estimated to total $116,720 in FY 2023-24 with proposed expenditures of $130,430.

Special Street Light Tax (Zone A) Fund
The Special Street Light Tax Fund is used to account for property tax allocations required to be utilized to operate, maintain and replace street lights of general benefit located throughout the City, primarily arterial streets (also referred to as “Zone A” of the Santee Roadway Lighting District). Revenues are estimated to be $392,850 in FY 2023-24 with proposed operating expenditures of $250,000. Reserves that have been accumulated for the replacement and upgrade of street lights to LED in the amount of $1,326,000 are budgeted this year.

Roadway Lighting District (Zone B) Fund
The Roadway Lighting District Fund is used to account for assessments received from benefiting property owners in order to operate, maintain and replace street lights of special benefit throughout the City (also referred to as “Zone B” of the Santee Roadway Lighting District). Revenues are estimated to be $415,960 in FY 2023-24 with proposed expenditures of $482,760.

Mobile Home Park Ordinance Administration Fund
The Mobile Home Park Ordinance Administration Fund is used to account for assessment revenues collected from mobile home park owners to help defray the reasonable and necessary costs incurred in the administration of the City’s mobile home rent control ordinance. Park owners are assessed $3 per month for each space subject to the City’s rent control ordinance. Revenues are estimated to total $41,100 in FY 2023-24 with proposed expenditures of $52,470.

Next Steps
The Proposed Operating Budget for Fiscal Year 2023-24 will be brought back to the City Council on June 28, 2023 for additional discussion, public comment and adoption.

Attachment 3

STAFF REPORT

RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A

PROFESSIONAL SERVICE AGREEMENT WITH INTERWEST CONSULTING GROUP INC. (A SAFEBUILT COMPANY) FOR SPECIALIZED PROFESSIONAL

BUILDING SERVICES

CITY COUNCIL MEETING
June 28, 2023
A. INTRODUCTION:

On March 2021, the City Council (“Council”) established a goal to review the current Building Division’s services and to consider alternative options. On September 8, 2021, the Council directed staff to improve customer service within the Building Division. The Council’s goals were to improve customer service, provide consistency in inspections, create accountability during plan check, and provide supervision of the division’s staff and contractors. Several discussions occurred between the Council and Staff regarding options on implementing change within the Building Division. The purpose of this report is to provide a status of the Building Division and request this Resolution be approved to complete the formation of a ‘hybrid division’ as discussed at November 9, 2022 Council meeting. Following direction from Council, the Building Official initiated recruitments of a full time Senior Inspector / Plan Checker, Permit Technician II and a part time Permit Technician I. Building Division staffing was completed on May 25th. The recommendation in this report is to approve the Resolution for a new Professional Service Agreement with Interwest Consulting Group Inc. (“Interwest”) that is designed to be an as-needed services agreement. The current agreement expires on June 30, 2023. This is the last element for this transition to a ‘hybrid division.’
B. BACKGROUND:

Since 1981, the City of Santee (“City”) has operated under a Professional Services Agreement (“PSA”) for building services, first with ESGIL Corporation, and later its successor, Interwest. This Agreement and subsequent amendments provided the City with needed building services. On May 26, 2021 and September 2021, the Council considered reports for staffing a building division by the Department of Development Services Director and third-party consultant. The Council considered the following options:
• A Building Division staffed fully with seven City employees, comprised of a Building Official, two permit technicians, two inspectors and two certified plan checkers; or 2 • Continue to have a Building Division staffed with only contracted staff, as has been done since 1981; or
• Develop a Building Division that would use contracted staff as-needed to support City Building Division staff. (the hybrid model)
When the Building Official came on board last October the Interwest staff on site included two permit technicians, two building inspectors and two building supervisors. The Agreement over the years had not changed from its original payment schedule. The Agreement authorized seventy-five (75%) percent of all building permit revenues to be paid to Interwest as compensation for services. The proposed Professional Services Agreement changes the compensation structure to an as-needed hourly services structure except for building plan reviews performed by Interwest, which will be compensated by sixty-seven (67%) percent of the plan review fees collect at submittal.

C. DISCUSSION:

The changes in the Building Division over the next six months will provide data on customer service and costs for as-needed services. The use of contract services and City staff has already improved accountability for plan checking and inspection staff. Most rechecks are completed in house. All photovoltaic systems are plan checked in house.

Decisions regarding code interpretations are made by City staff who prioritize for City interest. The newly-hired City staff members are very experienced and progressive. Staff has recently shifted to electronic plan review using Blue Beam, and most documents are being submitted electronically. The staff is prepared for the new land management permitting system. The current staff is capable and can run the division without contracted staff during slower periods of construction activity.

The proposed revenues budgeted FY 2023/24 reflect a slowing trend in construction permit activity from the previous years. This decrease in revenues will be balanced by a decrease in contracted services. The services under the proposed Agreement will be used only as needed. The Building Division staff will prioritize customer service and is willing and able to assist citizens that are not able to hire architects and other professionals to design and build their projects. Staff flexibility to expand or reduce service require periodic assessments and milestones. The phases below layout the goals for the Building Division for future assessments and considerations moving forward. 3 Phase Cost City Positions Created Time Line to
complete task
Phase
I
Negotiate a decrease in the
percentage in the PSA with
Interwest to reflect
City Costs (Staff)
Building Official Late 2022
(December 17, 2022)
Phase
II
Negotiate PSA to an hourly
basis for inspection services
and percentage plan review
(1) Senior Inspector
/ Plans Examiner
(1) Permit Technician II
(1) Permit Technician I
Part time
June 2023
(FY 23/24 Budget)
Phase
III
Evaluation of Staff Levels
and performance.

Request Council’s approval
to receive RFQ proposals
from other building service
providers.

Consider:

Full Time position for
Permit Technician I
Late 2023
(By December 31,
2023)
Phase
IV
Evaluate RFQs proposals
Staff changes based on
service goals
Consider:

Building Inspector, I
June 2024
(FY 24/25)
Interwest Contract Services
The City’s Purchasing Ordinance requires that specialized professional services are engaged on the basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required and at fair and reasonable prices to the City. (SMC § 3.24.160.) The attached on-call services proposal from Interwest provides the current qualifications of available staff, and City staff believes that Interwest has the professional qualifications necessary for the satisfactory performance of the as-needed services. Staff has contacted several other providers in the region to access current costs and have found the fees in Interwest’s proposal are consistent with those providers that service cities in San Diego County. Staff is requesting Council approve the Resolution authorizing the City Manager to execute the proposed Agreement with Interwest.

The Agreement includes a not-to-exceed amount of $350,000 for the initial one (1) year term, and the option to extend the Agreement for two (2) additional one-year terms, subject to a Consumer Price Index adjustment of up to 5%.

Under the City’s previous agreement with Interwest, Interwest has received up-front payment for Building Division Services related to certain projects that are not yet 4 completed. The proposed Agreement provides that Interwest’s obligations with regard to those projects remain ongoing, and Interwest will not receive additional hourly payment under the new Agreement for services contemplated under the previous agreement and for which Interwest has already received up-front compensation.

D. CEQA ANALYSIS
The proposed action is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Section 15060(c)(3) because the activity is not a project as defined in Section 15378 of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, as it has no potential for resulting in a physical change to the environment, directly or indirectly.

E. STAFF RECOMMENDATION:

Adopt the attached Resolution Authorizing the City Manager to Execute a Professional Service Agreement with Interwest Consulting Group Inc. (a SAFEbuilt company) for Specialized Professional Building Services.

RESOLUTION NO.

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTEE, CALIFORNIA,

AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT (PSA) WITH INTERWEST CONSULTING GROUP INC. (A SAFEBUILT

COMPANY), FOR SPECIALIZED PROFESSIONAL BUILDING SERVICES WHEREAS, one of the City of Santee’s strategic goals is to continue providing high quality municipal services; and
WHEREAS, the City has a need for specialized professional building services in keeping with this goal; and
WHEREAS, Interwest Consulting Group Inc. (a SAFEbuilt company) provides highly qualified and credentialed professionals with many years of experience in providing building division services; and
WHEREAS, Interwest Consulting Group Inc. and its predecessor ESGIL Corporation have provided the City with technical and professional services in the area of building inspection and plan review since 1981; and
WHEREAS, the City desires to execute a Professional Services Agreement with Interwest Consulting Group Inc. for specialized professional building services for an amount not to exceed $350,000 for an initial one (1) year term (ending June 30, 2024), with the option to extend for two (2) subsequent one (1) year terms (“Agreement”); and WHEREAS, for each optional extension period described above, the not-to-exceed amount would be subject to an annual increase based upon the annual increase in the Consumer Price Index as specified in the Agreement, but not to exceed a 5% increase.

NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Santee, California that the City Manager is authorized to execute a Professional Services Agreement with Interwest Consulting Group Inc. for specialized professional building services in an amount not to exceed $350,000 for an initial one (1) year term (ending June 30, 2024), with the option to extend for two (2) subsequent one (1) year terms subject to the annual Consumer Price Index increase of up to 5%, as specified therein.

ADOPTED by the City Council of the City of Santee, California, at a Regular meeting thereof held this 28th day of June 2023 by the following roll call vote to wit:

AYES:

NOES:

ABSENT:

APPROVED:

JOHN W. MINTO, MAYOR
ATTEST:

ANNETTE ORTIZ, CMC, CITY CLERK
On-Call Contract Services - Proposal
Interwest Consulting Group
2 Section 1: F irm Overview
Firm Information
The seamless integration of municipal service professionals in support of public agencies has been our purpose since Interwest Consulting Group formed in 2002.

Interwest was founded by individuals with a passion for serving municipalities. We currently employ nearly 500 employees spanning a multitude of disciplines within municipal public works and building and safety departments. We currently serve more than 300 cities, counties, and state agencies across California.

Our staff has held senior and executive management positions within numerous California cities and public agencies. This depth of experience brings an elevated level of expertise and sensitivity towards community and special interest group issues. We value the importance of a focus that represents the interests of our public agency clients and reflects positively on the citizens they serve.

We provide the following services to our valued clients:
+ Building Department Services
+ Municipal Engineering
+ Traffic Engineering
+ Construction Management & Inspection
+ Grant Writing & Administration
+ Real Estate & Right of Way
+ Planning & Urban Design
Corporate Entity
Colorado Corporation, legally certified to
conduct business in the State of California
Ownership
Interwest Consulting Group is a wholly
owned subsidiary of SAFEbuilt, LLC.

Signing Authority
Paul Meschino
President
Primary Project Contact
Shelby Sieracki
626.224.2055
[email protected]
Project Office
9320 Chesapeake Drive, Suite 208
San Diego, CA 92123
On-Call Contract Services - Proposal
Interwest Consulting Group
3 Section 2: A vailable S ervices
Building Department Services
BUILDING OFFICIAL SERVICES | BUILDING DEPARTMENT ADMINISTRATION Our certified Building Officials are intimately familiar with the procedures and processes that need to be maintained to ensure a building department runs smoothly. They effectively work with all staff and departments. At the City’s request, Interwest can provide Building Official Services on a part-time or full-time basis. Building Official areas of responsibility may include:
+ Building Department Administration
+ Quality control review of plan checks and inspections + Building Code updates for Municipal Code adoption
+ Resident inquiries and complaints
+ Configuration, implementation, and on-going support of an automated permitting system + Review discretionary applications for preliminary compliance with construction codes + Coordination of a proactive abatement program
+ Building & Safety Procedures Manual
+ Monthly/Annual Reporting of Building Safety Activities + Attend Commission and City Council meetings (as needed)

BUILDING PLAN REVIEW SERVICES
All plans examination services will be performed by a licensed Civil or Structural Engineer, and/or an ICC Certified or otherwise qualified Plans Examiner. For more complex projects and when needed to meet peak workload demands, additional support will be provided from our other regional offices. Our plans examiners understand and are intimately familiar with applicable building codes and plan review procedures and policies and will readily assist with solutions to complicated plan review issues.

Our staff will work with project applicants in a collaborative and professional manner to quickly identify and resolve violations of codes, standards or local ordinances. They will provide thorough plan reviews in an effort to ensure complete and accurate construction documents to minimize questions and problems during the construction phase of projects.

On-Call Contract Services - Proposal
Interwest Consulting Group
4 Technical Capabilities in Plan Check
Areas
Interwest staff possesses significant
technical capabilities in all areas of plans
examination competence. Plans
examiners are licensed engineers and/or
ICC Certified or otherwise qualified Plans
Examiners with extensive experience
providing plan review services. Plans
examination activities will be performed under the direction of a California licensed professional engineer and/or licensed architect. Our staff will conduct accelerated plan review on as as-needed basis as requested by the Building Official.

Non-Structural Life Safety
Interwest’s non-structural plans examiners furnish plan review services for a vast array of projects including large residential, commercial, institutional, industrial, retail, and OSHPD 3 medical office buildings. Many of our plans examiners are CASp certified. Completed plan review projects range from single-story residential projects to complex high rise buildings and numerous building additions and remodels. We are experienced and familiar wit h the use and application of the most current editions of the following codes:
+ California Building Standards Code
+ Americans with Disabilities Act Standards for Accessible Design + ANSI Standards
+ NFPA Codes & Standards
+ CA Code of Regulations (CCR) Titles 19 and 25
+ Jurisdiction-adopted amendments or ordinances
Structural
Our California-licensed Structural Engineers have experience designing and reviewing projects utilizing virtually all building materials:
+ Wood
+ Masonry
+ Heavy Timber / Timber Frame
+ Concrete
+ Structural Steel
+ Cold-Formed Steel Framing
+ Straw Bale
+ Rammed Earth
+ Aluminum
Our engineers have designed or reviewed a wide array of lateral force resisting systems including:
+ Steel Moment Frames
+ Buckling Restrained Braced Frames
+ Eccentric Braced Frames
+ Concentric Braced Frames
+ Concrete Moment Frames
+ Wood Shearwall Systems
+ Masonry Shearwall Systems
+ Concrete Shearwall Systems
+ Cantilevered Column Systems
+ Various Proprietary Lateral Force Resisting
Systems
Our structural engineers are experienced with the provisions of most model codes including, but not limited to, current versions of:
+ CCR Title 24, Part 2, Volume 2
+ AISC 341, 358 and 360
+ ASCE 7
+ ASCE 41
+ AISI Standards for Cold Formed Steel
+ ANSI / AF&PA NDS for wood framing
On-Call Contract Services - Proposal
Interwest Consulting Group
5 + ACI 318
+ ACI 530 / TMS 402/602
+ CA Historic Building Codes
+ CA Existing Building Codes
+ NEHRP Requirements for Existing Building
Mechanical, Plumbing & Electrical
Interwest’s California-licensed Mechanical and Electrical Engineers are well-versed in the application California Mechanical, Plumbing, Electrical, Energy and Green Building Standards Codes:
+ California Building Code
+ California Residential Code
+ California Plumbing Code
+ California Mechanical Code
+ California Electrical Code
+ Jurisdiction-adopted amendments or
ordinance
Energy Compliance
Our engineers and plan reviewers are up-to-date on all California Energy requirements as they relate to both new and remodel construction on large residential and commercial projects. The Energy Efficiency Standards for Residential and Nonresidential Buildings were established in 1978 in response to a legislative mandate to reduce California's energy consumption. These standards are updated periodically to allow consideration and possible incorporation of new energy efficiency technologies and methods.

Green Building Standards
Our staff is familiar with the incorporation of CALGreen building criteria into project desi gns and the resulting potential impact as related to the building codes. In addition, staff members have participated in the development of various “green” standards for super adobe, rammed earth, and straw bale construction, to name a few.

Access Compliance – CASp Review
All of Interwest’s CASp-Certified professionals are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for persons with disabilities. Our goal is to provide experts in the industry who can perform services for building departments by customizing our services to correspond with our client’s expectations and needs. We work collaboratively with our clients to resolve plan review and inspection related issues as efficiently as possible, ultimately resulting in an expedited process and successful project.

Our architects and plans examiners are fully trained and familiar with CA Building Code Accessibility requirements and ADA compliance regulations and are available for plan review and/or evaluations and consultation. We offer support to municipalities for compliance enforcement and/or developing a transition plan towards compliance, and successfully partner with the disabled community to address the needs and requirements for both entities. We can assist our clients in interpreting various issues relating to access compliance, such as access compliance obligations, transition planning, construction costs, construction phasing, code ‘interpretation,’ hardship and code changes.

Flood Zones
Interwest’s staff of engineers and plans examiners have experience in providing plan reviews for projects located in flood zones, as several of our clients have developments that occur in areas prone to flooding. Interwest’s st aff has provided numerous plan reviews for projects located in flood zones using FEMA’s Technical Bulletins as well as the local jurisdiction’s ordinances. In addition, members of Interwest’s staff have participated in state -sponsored committees to establish guideline and regulations for construction in areas designated as flood zones.

On-Call Contract Services - Proposal
Interwest Consulting Group
6 OSHPD 3
Our staff of plans examiners has extensive experience in providing plan reviews for OSHPD 3 projects. Our staff is well versed with the OSHPD 3 requirements contained in the California Building Code. We also have OSHPD certified inspectors available on an as-needed basis.

Code Interpretations
Code interpretations are subject to final review and approval by the Chief Building Official, or City designated staff.

Interwest’s engineers and plans examiners will provide unbiased recommendations and background information to help the Building Official or Fire Marshal make an informed decision. All plan review comments are subject to review and approval by the City Building Department.

Transporting Plans
Although most of our clients have transitioned to electronic plan review, if the City allows/receives paper submittals, Interwest will arrange for all pick-up and delivery of plan review documents from the City at no cost. Interwest uses varied methods of pick-up and delivery with the goal of providing same-day service.

Special Projects
Interwest is able to accommodate special project plan review needs such as fast-track, multi-phased, or accelerated plan reviews. We establish project specific turn-around goals and procedures with jurisdiction staff for these types of projects based on the complexity of the projects as well as the construction schedule.

Our staff of engineers and plans examiners will work with the City as well as with applicants and designers to resolve all plan review issues. Our staff will deal directly with applicants and their designers during the plan review process to resolve all issues. Interwest will furnish assigned personnel with all materials, resources and training necessary to conduct plan reviews, including a current copy of the applicable City amendments, policies, procedures and forms.

Communicating Plan Review Results
Plan reviews, when not immediately approved, will result in lists of comments referring to specific details and drawings, and referencing applicable code sections. Interwest will provide the City a clear, concise and thorough document from which clients, designers, contractors and owners can work. At the completion of each plan review cycle, Interwest will return an electronic and hard copy of the plan review comment list to the designated applicant and City representative. Upon completion of the plan review, after all plan review issues have been resolved, Interwest will provide two complete sets of all final documents annotated as “reviewed” to the City for final approval.

On-Call Contract Services - Proposal
Interwest Consulting Group
7 Maximum Turnaround Times
We consistently complete 99% of our customers’ plan review times on schedule Statewide for both commercial and residential projects as our standard business practice. We work hard to accommodate any turnaround schedule desired by the City. Multi-disciplinary reviews are typically performed in our offices, but we are available for onsite work when required, upon the City’s request.

Type of Job
Maximum Turn Around Time
First Check Re-Check
Residential
New Construction 10 Business Days 5 Business Days
Addition 10 Business Days 5 Business Days
Remodel 10 Business Days 5 Business Days
Solar/PV 3-5 Business Days 3-5 Business Days
Non-Residential
New Construction 10 Business Days 5 Business Days
Addition 10 Business Days 5 Business Days
Remodel / Tenant Improvement 10 Business Days 5 Business Days Large Complex Commercial Projects Turnaround Time Negotiated on a Project-byProject Basis Interwest is also able to accommodate special project plan review needs, such as, fast-track or expedited reviews.

We establish specific turnaround goals and procedures with jurisdiction staff for these types of projects.

Electronic Plan Check Services
Interwest currently provides electronic plan review
services for multiple jurisdictions throughout
California, and we are prepared to provide
electronic plan check to your department. We are
familiar with many electronic plan review platforms.

More and more jurisdictions are seeing the benefits
of electronic permit and plan check, especially for
large, complex projects. Electronic plan check
services deliver many benefits to municipalities,
including substantially improved turnaround times;
instantaneous comments to the developer,
applicant or architect; secured accessibility to
documents; and reduced paper storage. Our staff is experienced providing electronic plan review and can work closely with the City on any electronic plan check software program that is utilized. Our goal is always to collaborate with and support the building department by providing thorough, accurate and timely plan reviews.

On-Site Consultant Services & Meeting Attendance
Our staff is available for pre-construction or pre-design meetings, field visits, contacts with the design team, and support for field inspection personnel as needed. With some reasonable limitations, pre-construction and predesign meetings associated with projects that we plan review are considered part of the plan review service.

On-Call Contract Services - Proposal
Interwest Consulting Group
8 Interwest’s engineers and plans examiners will be available to meet with City staff, the design team, applicants, and/or contractors, at the City’s request, to discuss and resolve plan review and code related issues. We will be available within one (1) business day to respond to questions from the City that may be generated during field inspections for each authorized plan check that is subsequently issued a permit for construction. Voice mails, emails and faxes will be responded to as quickly as possible, always within 24 hours.

Plan Review Tracking Methods & Billing Process
Our staff has experience working with most project tracking databases utilized by building departments. Our staff will update electronic records and make project related database entries as directed by the City.

We will create and maintain a Jurisdiction File containing our research on any unique amendments or specifications required by your jurisdiction, billing arrangements, contact information and any special requests you would like us to keep in mind.

Interwest uses a custom-designed database to maintain and track all plans throughout the review process from the moment you request a pick-up and/or shipment to delivery of the final, approved documents. Information such as project name, City’s project number, assigned plan reviewer(s), date documents were received, plan review cycle and completion date for current review can be provided. In addition to standard phone communication, custom reports can be emailed.

In addition, we can provide online tracking for the City with a custom-designed web template geared to provide any reporting and information needs required.

Our staff is available during normal business hours to answer questions via phone or email regarding the actual plan review in progress. We maintain active email accounts and our staff will be responsive to any City or applicant needs. If we cannot speak directly to a caller, we will return calls no later than 24 hours.

On-Call Contract Services - Proposal
Interwest Consulting Group
9 BUILDING INSPECTION SERVICES
Interwest’s assigned building inspection staff will perform inspection services, as needed, to verify that the work of construction is in conformance with the approved project plans as well as identifying issues of non-compliance with applicable building and fire codes. Our field inspection services will include site inspections and writing legible and understandable correction and violation notices and field reports. In addition, we will be available to answer inperson or telephone inquiries.

We understand that municipal codes may be frequently updated, so we will ensure that the projects we are inspecting are compliant with current code requirements. More specifically, we will ensure compliance with Title 24 California Building Codes, parts 1, 2, 2.5, 3, 4, 5, 6, 8, 9, 10, 11 and 12, covering structural, fire prevention, life safety, disabled access, energy conservation, green building, plumbing, mechanical and electrical installations in residential, commercial, industrial, existing and historical buildings.

Interwest’s ICC / CASp certified inspectors have performed both building and fire inspection services on a wide variety of construction projects including new residential developments, large custom homes, and commercial, institutional, assembly, essential service buildings and industrial projects. When necessary for large or fast-track projects, multiple inspectors are available.

Interwest’s inspectors will provide field inspections including site inspections of projects to verify conformance with approved drawings and specifications which will include review of the permit documents to verify that onsite conditions are consistent with the approved documents for square footage, setbacks, heights and any other applicable conditions. At the completion of inspections, Interwest’s inspectors will complete all necessary City forms and documents as required to provide seamless service.

We understand that personality and customer service is crucial to on-the-job success, therefore, we have selected inspectors who are well versed in customer service and skilled in dealing with people both at the public counter and in the field. All inspection personnel assigned will be ICC and / or CASp certified as required.

Inspector Qualifications & Certifications
Interwest retains inspectors who are motivated to achieve the highest level of experience and certification. We work hard to match your jurisdiction’s level of safety and code compliance. All Interwest inspectors are ICCcertified.

Inspection personnel assigned will be able to read, understand and interpret construction plans, truss drawings and calculations, prepare and maintain accurate records and reports, communicate effectively orally and in writing and to work effectively with contractors, the public and general staff. Inspectors will possess knowledge of approved and modern methods, materials, tools and safety used in building inspection and the most current building standards.

Inspection Schedule
Interwest will work with your organization to provide inspection staff in a timely manner. Our inspectors are familiar with a multitude of jurisdictional scheduling and tracking systems and can quickly adapt to jurisdiction requirements. Emergency inspections (usually requests that pertain to a serious or urgent life/safety issue) can be provided as they are needed; nights, weekends and holidays. Many of our inspectors are also available to serve at the public counter when needed.

On-Call Contract Services - Proposal
Interwest Consulting Group
10 PERMIT TECHNICIAN SERVICES
All Permit technician services are crucial to the success of the entire building safety process as they are the first impression the public gets of your building department. Contact with the public at this initial point sets the tone for any additional interaction through the life of a project whether engaging the homeowner, architect, developer or contractor or other community member. Delivery of excellent customer service, maintaining a smooth flow of documents and plans throughout departments, and tracking and reporting, are all key elements to furnishing first-rate, efficient and a memorable experience to your clients.

At the request of the City, we will provide one or more Building Permit Technicians to the City. Our Building Permit Technicians will welcome and work closely with customers at the public counter answering all questions. They will provide information about permit applications, plan review and inspection requirements, will be excellent at organizing and maintaining the filing systems necessary for tracking in-progress applications, permits issued, plan check in progress, approved plans and any other information required by the City. Resumes for proposed Building Permit Technicians will be presented to the Chief Building Official for approval and acceptance prior to providing services.

Services provided by the Building Permit Technician may include:
+ Provide customer support and assistance at the permit center counter and over the phone. + Assist the public in completing permit applications and other necessary forms. + Determine permit, plan and process requirements for permit applicants and notifying the applicant when construction documents or permits are ready for pick up or issuance. + Answer questions quickly and correctly directly from the public, from phone calls and emails. + Receive, process and issue building permits and coordinate the plan review and inspection process, including tracking, routing and storage of plans.
+ Review permits application and other pertinent information to verify accuracy and completeness of information.
+ Maintain a variety of public records and filing systems necessary for tracking in-progress applications, permits issued, plan checks in progress, approved plans and other counter related items. + Verify projects have obtained all necessary approvals before issuing permits and that the following have been filed with the City: valid contractor’s license, works’ compensation and valid business license information.
+ Review and approve less complicated non-structural plan checks over the counter. + Create public informational documents, handouts explaining technical issues or requirements for permit issuance, if needed.
+ Welcome and receive customers at the public services counter in a professional and courteous manner.

On-Call Contract Services - Proposal
Interwest Consulting Group
11 Municipal Engineering Services
Project Management
Interwest has extensive experience and success in developing and implementing municipal public works projects, including those with State and/or Federal funding requiring compliance with Departments of Transportation’s Local Assistance Procedures Manual. We create and apply management systems that work and carefully monitor program effectiveness by closely tracking work quality, quantity, and cost. Our approach begins with the identification of specific project priorities and their scheduled completions.

Delivering Capital Projects under aggressive schedules involves management, administration, and oversight of project development teams from inception to completion. Project management to Interwest means complete ownership of all aspects including project delivery, funding, project development, and programming. We measure our success in meeting deadlines, project budgets and most importantly, our client’s expectations. Areas of focus include:
+ Monitoring program effectiveness
+ Agency coordination on joint projects
+ Following Local Assistance Procedures Manual
and Guidelines
+ Stakeholder & community outreach
+ Ensuring environmental regulation
compliances
+ Advanced project planning
+ Working with utility agencies on relocations
+ Bid & award contracts
+ Outside agency encroachment permits
+ Managing federally funded projects
Development Plan Review
Interwest has the collective, diverse team of people and experience to perform a full range of Engineering Plan Check. More importantly, we possess the knowledge and skills necessary to effectively integrate the necessary engineering services with the client’s staff to create a design plan check process that is coordinated, consistent, and predictable.

We view our role and mission as facilitating the efficient delivery of high-quality design plan check projects by:

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Interwest Consulting Group
12 + Taking a partnering versus regulatory approach
+ Balancing the need to ensure conformance to standards and regulations with the need for predictability, uniformity, and efficiency
+ Having a goal of “no surprises” for the applicant and the client + Creating an internal team which provides a seamless design plan review process to prevent unintentional “games of gotcha” for project applicants.

All plan reviews will be evaluated by the project manager for quality control of the plan review, the level and quality of comments from the review, consistency with similar reviews, the avoidance of late hits or “gotcha” comments, the evaluation of the design professional’s submittal and whether they are addressing prior comments or have justifiable reasoning in their designs that may allow leniency from standards. The project manager will meet with the design professional and their client if prior comments are not being addressed. We have found this will get the process back on track or provide the project owner/client with a more realistic schedule based on their design professionals’ actions.

The discussion above describes Interwest Consulting Group’s philosophy and approach of “how” we do our work.

A typical scenario for “what” we do related to the review and processing of final maps, landscape plans, improvement plans, hydrology and hydraulics calculations and plans, and traffic engineering and operations plans and reports, follows:
+ Provide plan reviews for final maps, improvement and landscape plans. Review includes evaluation of required reports, studies, grading and improvement plans, and design professional’s recommendations. Each plan review is assigned to a design plan reviewer with oversight of the project manager. The assigned design plan reviewer will be committed to the project and will furnish all subsequent submittal reviews for the project. This maintains a consistent review and avoids “late hit” comments. + Each plan review will be accompanied with a letter summarizing the red-line comments. This letter will be addressed directly to the applicant’s engineer or landscape architect, with a copy to client staff and the applicant. A complete, red-lined set of drawings and any reports will be returned to the design professional for use in their corrections.
+ The Project Manager will meet with the Design Professional and client staff to review comments or to delineate the standards which are not being met to assist in the timely completion of the review and meeting the maximum goal of two plan reviews. If necessary, the third review will confirm that all previous comments have been addressed. This meeting can take place in the Design Engineer’s office, if desired so that minor comments/discrepancies can be immediately addressed, and the improvement plans and reports can be deemed technically correct and submitted for signature approvals. + We will meet with other client staff and outside agencies, as needed, to review their progress and/or their comments.
+ Interwest can provide structural engineers to assist in any structural reviews, for any of the assigned projects.

We can provide these reviews concurrently with the improvement plan reviews and within the stated timeframes.
+ Map checking will be overseen by professional engineer’s licensed to practice land surveying or by licensed Land Surveyors.
+ Engineering review of grading permit/applications is highly dependent upon the complexity and location of the proposed grading. A single lot entitled commercial grading permit application will be reviewed differently from a hillside lot or subdivision, or a project adjacent to a drainage corridor.

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Interwest Consulting Group
13 + Soils reports will be evaluated, and confirmation of recommendations will be included on the plans.

Boundary conditions will be evaluated to maintain continuity with surrounding properties and maintain existing drainage patterns.
+ Construction erosion control and post construction water quality control will be reviewed for compliance with the storm water quality management permit in effect.

Stormwater
Interwest cooperates with local agency partners to create and implement storm water quality compliance guidelines as mandated by the Regional Water Quality Control Board National Pollution Discharge Elimination System (NPDES) permit requirements – specifically, the Regional Boards’ latest MS4 permit for the client.

Our staff provides technical guidance to the Plan Check and entitlement groups and development community by providing interpretation of Regional Water Quality Control Board permit requirements and associated water quality compliance guidelines. We will also conduct public outreach campaigns as required by NPDES permit to make public aware of critical water quality issues. Interwest will assist in providing technical and material support to upper management and in-house staff regarding complex hydraulic and hydrological related issues. We will also review development plans to ensure that plans submitted by private developers are in compliance with drainage and floodplain management policies by conforming to local agency standards, drainage ordinances, and floodplain development policies.

The Interwest Drainage Team will also support the client in implementing the requirements of the client’s MS4 Permit. This includes:
+ Performing field inspections to ensure compliance with the MS4 permit + Permitting Best Management Practice (BMP) compliance for private storm water quality filtration devices + Compiling and filing all relevant documentation related to all permits, including required annual reports to the State Development of Storm Water Quality Implementation Plan On-Call Contract Services - Proposal
Interwest Consulting Group
14 Traffic Engineering
Below is a listing of Traffic Engineering services that Interwest provides our municipal clients.

Public involvement and community outreach for traffic and transportation projects that impact the public. Civic engagement is a key component to planning and implementing traffic solutions.

Tasks may include public meetings, workshops and one-on-meetings with residents. Other tasks may include attendance and participation in public meetings, creation of various education and outreach materials such as flyers, PowerPoint presentations, etc.

Preparation of engineering studies in response to citizen requests for traffic control device installations and modifications, such as stop signs, traffic signals, crosswalks, traffic channelization and speed zones. These studies will typically include the review of traffic collision, traffic count and/or speed survey data, field review of existing traffic control devices and motorist/pedestrian/bicyclist behavior, corner sight distance analysis, minimum stopping sight distance analysis, warrant studies based on the California Manual on Uniform Traffic Control Devices (CA MUTCD) and City standards/guidelines, discussions with City staff regarding the findings and recommendations, preparation of concept/final plans, as needed, and a report summarizing the findings and recommendations. If requested, the study will also be presented at community meetings or City Council meetings.

Address school-related traffic concerns, including meeting with school staff, parents and residents, field observation of behavior, data collection as-needed, analysis of the need for speed feedback signs, crossing guards, crosswalks, stop signs, flashing beacons, etc., recommendations and a summary of findings and recommendations.

Preparation of traffic impact analysis reports, including discussions with City staff regarding study intersections, project opening year, approved projects and any project concerns, a review of the site plan regarding internal circulation and external access, a field review of existing intersection geometrics and any unusual conditions, traffic count data collection, project trip generation and assignment, level of service analysis based on City guidelines/standards, identification of significant project impacts, proposed mitigation measures, and a report summarizing the analysis, findings and recommendations.

Review of traffic impact studies prepared by others for private development, including the review of on-site circulation and project access, study intersections, project trip generation and assignment, level of service On-Call Contract Services - Proposal
Interwest Consulting Group
15 methodology and assumptions, accuracy of analysis and conclusions, appropriateness and feasibility of proposed mitigation measures, assist City staff prepare the conditions of approval, and preparation of comment memo. If requested, Interwest staff will attend Planning Commission and City Council meetings to make presentations and answer questions.

Preparation of signing and striping plans, traffic signal plans, traffic control plans and traffic calming plans. These tasks will generally include the collection of existing plans for the street segment or intersection, field review to compare the plans to existing conditions, traffic data collection, as-needed meetings with City staff to ensure complete understanding of the desired design and to discuss/clarify any options, timely revisions in response to plan review comments, and signed and stamped final plans, specifications and cost estimate. The plans and specifications will be prepared in accordance with City standards, the CA MUTCD and other applicable standards.

Private and public development plan review for traffic-related plans, ensuring that the plans are in compliance with City and other applicable standards. The reviews will include recommendations for approval (conditions of approval).

Review of traffic signal timing plans and collision data for intersections, with recommended adjustments. We will provide technical advice to City’s staff in connection with the maintenance and the operation of the City’s traffic signal facilities.

Assistance in the development of relevant policies. Many changes are taking place in transportation engineering that cities need to be prepared for. They include SB 743 regarding changes to how traffic studies are prepared for CEQA, including the use of vehicle mile traveled (VMT) instead of intersection or street segment level of service (LOS) to determine a proposed project’s significant impact. The state is currently finalizing the regulations. Cities need to develop their own policies and fee programs in response to these new regulations to protect their interests. Autonomous (self-driving) cars are already being tested. Their potential impacts are unknown. They could increase the number of trips but reduce the needed parking. The transportation engineering profession, as well as our own traffic engineers, is tracking their development.

Preparation of grant applications for funding from Federal, State, and regional agencies for traffic safety studies and improvements.

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Interwest Consulting Group
16 Construction Management and Inspection Services
During construction of municipal capital improvement projects, Interwest can provide construction management administration, field inspections and close-out services from Notice to Proceed to Notice of Completion. We will ensure all work conforms to the project construction documents and meets all requirements for local and Federal funding, City codes and ordinances including APWA “Greenbook” Standard Plans and Specifications for Public Works Construction, Caltrans Standards and Specifications, ADA standards, and specific City standards and specifications.

Interwest will act as the City’s representative and shall be accountable and responsible for the successful completion of the project. Our staff is experienced and highly skilled at providing construction management and inspection services in the three main phases of projects:

Successful integration of the construction managers/construction inspectors is critical to the success of any project.

As such, we have provided an integrated scope of work below detailing the key areas of responsibility for representative projects. Our goal is to complete the projects on time, within budget, and in accordance with the approved plans and specifications as well as all applicable federal, state, and local laws and ordinances.

Construction Management

PRE-CONSTRUCTION AND CONSTRUCTION PHASES
 Constructability Review: The designated Construction Manager (CM) will function as a member of the project team and perform constructability reviews of plans, specifications, and contract documents during the final design preparation to verify bid item quantity takeoff amounts, ensure bid schedules and pay applications fully account for all items to be constructed or provided by the contractor, and ensure engineering design standards provided by the City’s engineering design consultant meet current construction standards and methods.

Pre-Construction Construction Post-Construction
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Interwest Consulting Group
17  Pre-Construction Conference: The CM will coordinate and conduct the pre-construction conference assisting in creating the agenda, reviewing, and commenting on the contractors’ schedule and provide and distribute meeting minutes. Coordination and notification of all parties required to attend the pre-construction meeting.  Secure Bids: The CM will assist the City in securing bids, preparing necessary addenda, answering bidders’ questions, providing analysis of bid results, and furnishing a recommendation on the award of construction contract.
 Contractor Coordination: The CM will provide the necessary consulting services required to coordinate the efforts between the City and Contractor.
 Site Visits: The CM will conduct site visits, observations and supervise general inspections of construction activity to maintain continuity for control on overall progress of the work. The CM will have a complete set of Plans, Specifications, Greenbook, and APWA Standards on hand at all times.  Progress Payments: The CM will Review Quantity Calculation Sheets for each Contract Bid Item prior to submittal to the City’s Project Manager.
 Coordination with Other Agencies: The CM will provide necessary coordination with other agencies, including submitting permit applications and other potential grant application documents and documentation in accordance with the Caltrans Local Assistance Procedures Manual (LAPM). Some of the projects may have to be managed and administered in compliance with the Caltrans LAPM.  Stop Notices: The CM will consult with the City regarding disposition of both Preliminary and Stop Notices. This will include complete follow through until resolution between the Contractor and suppliers and/or subcontractors.
 Review of Contractor’s Schedule: The CM will review the Contractor’s construction schedule on a weekly basis or more as needed with respect to the progress and any potential delays. The CM will prepare Weekly Statement of Working / Calendar Days (WSWD) per Caltrans format and will be submitted on a weekly basis to the General Contractor (GC) and copy to the City’s Project Manager.  Business and Resident Concerns: The CM will assist in working with adjacent residents’ and businesses to resolve their concerns.
 Coordination of Information: The CM will be responsible for the coordination and flow of information between all parties including other City consultants or contractors to ensure the project proceeds on schedule.  Public Communication and Outreach: After the GC’s schedule of work is approved, communication to notify the City, emergency services, utilities, the business community, and the residents will be completed by the CM and Inspector. Project contact information will be provided to the entities listed above to ensure that issues may be addressed and resolved quickly throughout the duration of the contract. The CM and Inspector will ensure the GC provides advanced notice to residences and businesses prior to closing any lanes and completing work. The CM and Inspector will also ensure access will be provided to residents and the business community at all times.
 Post or Distribute Public Notices: The CM and Inspector will enforce the provisions of the specifications that require the Contractor to post or distribute public notices. Enforce the requirement for re-noticing when construction schedules change. Our team will provide written and verbal communications.  Utility Coordination: The CM will ensure and oversee the utility coordination throughout the construction phase of the project is performed by the City staff.
 Regulatory Measures and Requirements: The CM will coordinate with the Contractor to ensure that Storm Water Pollution Prevention Plans, water quality control measures, noise/dust and air pollution requirements are effectively met and consistently implemented.

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Interwest Consulting Group
18  Submittals: The CM will review all material submittals for acceptance. If necessary, the CM will also facilitate the distribution of the submittals to the designer for review, acceptance or approval. Submittals will be tracked and targeted response times and or dates will be monitored.  Pre-Job Walk: The CM and Inspector will coordinate and conduct a pre-job walk and assist in preparing a prejob walk agenda and providing and distributing meeting notes and minutes.  Progress Meetings: The CM shall conduct weekly progress meetings with City staff, Sub-Contractors, Utilities, City Representatives to resolve any job site difficulties in the City’s best interest. Will prepare and distribute meeting minutes the following business day.
 RFIs: The CM shall be responsible for processing and tracking Request for Information (RFIs) and maintain a log of all questions and responses.
 Contract Change Orders: The CM will administer and negotiate changes to the work, including preparing Quantity Calculation Sheet and/or documentation verifying change order legitimacy.  Quantity and Payment: The CM and Inspector will review and verify the GC’s quantity and payment request prior to submittal to the City’s Project Manager.
 Weekly Status Reports: The CM will provide weekly status reports and submit Daily Construction Reports (DCRs) and construction photos prepared by the Inspector at the end of each week to the City’s Project Manager.  Filing System: The CM will manage and maintain filing system based on the City’s required Project Record Filing System or Caltrans LAPM, Chapter 16.

POST CONSTRUCTION PHASE
 Final Inspections: The Inspector will administer final inspections and prepare preliminary punch lists. The CM will review substantial completion request and assist in preparation of completion notice.  Punch list And Final Walk: The CM and Inspector will coordinate final walk-through inspection, prepare final punch list items, issue corrections and deficiencies notices if needed and ensure all corrections items are completed by final close-out letter.
 As-Built Drawings: The CM will review and make recommendations as to the adequacy of as-built plans and as compared to the GC’s as-built plans.
 File Organization: The CM will submit all project files organized per filing system Caltrans LAPM, Chapter 16.

Construction Inspection

INSPECTION AND QUALITY CONTROL
 Daily Inspections: The Construction Inspector (CI) will perform daily construction inspections and coordinate geotechnical/materials testing during construction to ensure compliance with plans, specifications, and applicable standards. They will have a complete set of construction plans, specifications, Greenbook, and APWA Standard Plans at all times.
 Inspections: The CI will inspection the location, line, grade of the facilities that are constructed.  Special Inspections: Interwest will provide inspectors qualified to oversee special inspections such as masonry, structural steel, welding/reinforced concrete, and technical inspections such as electrical, mechanical, landscaping, welding, and reinforcing steel, if required.

On-Call Contract Services - Proposal
Interwest Consulting Group
19  Daily Construction Reports (DCR): The CI will prepare DCRs on City’s format or format approved by the City’s Project Manager only. These DCRs are expected to include a detailed description of the day-to-day operations, including, but not limited to:
+ quantities of materials that are constructed
+ project schedule, days worked by Contractor, and working days lost to weather or similar delays + equipment on the job; and the idle or working time of the equipment + accidents or claims that are related to the construction  Communication Requests: The CI will coordinate and communicate the progress of the work with the CM, GC, City staff, residents, property owners, and business owners. The CI will also assist the GC with notifications to residents and business owners regarding easement access.  Coordinate Contractor Requests: The CI will coordinate Contractor requests for interpretation of the plans and / or specifications in a manner that will document the resolution of questions and keep the project on schedule.  Labor Compliance Interviews: The CI will conduct labor compliance interviews as required by the project specifications or funding.
 Traffic Control: The CI will review traffic control equipment and personnel to ensure that the Contractor maintains traffic control and pedestrian access, so the project is safely constructed and that the public is not unreasonably delayed. Our team will also ensure installation of traffic control devices complies with the latest California Manual for Uniform Traffic Control Devices ("CA MUTCD") manual or traffic control plan.  Pedestrian and Accessible Facilities: The CI will provide coordination necessary to assure that ADA requirements are satisfied during construction progress and upon completion and will be responsible for reviewing potential accessibility issues, per approved Traffic Control Plans and as directed by City Officials.

Worksite Protection: On a daily basis and throughout the day, the CI will inspect the pedestrian, travelling public and Contractor’s safety requirements and make immediate notifications of any and all safety issues and concerns to the GC and all interested parties as needed. The CI will ensure that the Contractor protects its worksite from pedestrians and motorists at all times and nighttime traffic controls are secured at the end of each workday. Whenever trench plates are used on the roadway, the Inspector shall ensure that the trench plates are properly ramped and secured to the pavement at the end of each workday.  Water Quality: The CI will enforce water quality best management practices, storm water pollution prevention plans, and water quality management plans at all times. We will also ensure the Project Contractor maintains the job site in a safe and clean manner and acts in accordance with Best Management Practice provisions to comply with the National Pollution Discharge Elimination System ("NPDES") and the Storm Water Pollution Prevention Plan ("SWPPP").
 Daily Contractor Meetings: The CI will meet with Contractor at the beginning of each workday and review proposed work plans, including specific details that may affect progress.  Contractor Performance: The CI will review actual Contractor performance throughout working days and discuss discrepancies with the Contractor as they occur.  Permit Records: The CI will maintain copies of all permits needed to construct the project and enforce all unique requirements of each permit.
 Residential and Business Coordination: The CI will assist City in maintaining good relations with residents and businesses in the surrounding neighborhood. The CI will also respond to citizen complaints and inquiries regarding the project and ensure residents impacted by construction are informed of the project’s progress and potential impacts.

On-Call Contract Services - Proposal
Interwest Consulting Group
20  Construction Schedules and Requirement: The CM and CI will review construction schedules and enforce requirements for updating schedules and maintaining appropriate progress of the work.  Work Status Report: The CI will evaluate work in progress and give a weekly status report to the CM and City for the City’s use in determining any effect of scheduling delays and any needed enforcement or corrective action.
 Field File Workbooks: The CI will maintain field file bound workbooks during construction, including quantities constructed, daily and weekly reports, working-day reports, change order documentation, and other documentation and photographs.
 Changes of Work: The CI will review, evaluate, and discuss with the CM and City all requests for changes of work, including costs involved, and prepare change orders. We will also notify the Project Contractor of any construction violation and request immediate corrective actions be implemented; notify the City's designated Project Manager of the situation immediately.
 Records: The CI will maintain detailed records of workers and hours, and equipment and materials utilized under force account change orders.
 Progress Payments: The CI will review and recommend approval of progress payments.  Final Inspections: The CI will recommend and schedule, with the City and applicable agencies, the final inspection. Prepare, distribute, and inspect corrections of the final punch list for completion and acceptance.

The CI will also inspect material deliveries to ensure compliance with plans and specifications.  Final Inspection Report: The CI will provide a report to City following final inspection stating that the installation of improvements was completed in accordance with the plans and specifications and provide necessary data for City acceptance of the project.
 Photo Documentation: The CI will document work progress on a regular basis by means of digital photographs properly labeled and dated. Digital photographs will be submitted to the City’s Project Manager by end of each work week via electronic delivery.

On-Call Contract Services - Proposal
Interwest Consulting Group
21 City Planning Services
Interwest planners have substantial experience at all levels—assistant, associate, senior, principal, and director—providing review and analysis services for developments of all types, from simple use permits to complex and controversial development proposals. Our staff is familiar with the entire process, from project intake and project review to California Environmental Quality Act (CEQA) analysis and the preparation of effective and informative staff reports and presentations.

Our staff has extensive experience in processing current planning projects with very short timeframe. One of these projects is for the development of Costco for the City of Eastvale, which Costco informed the City of Eastvale that the review process was the fastest ever for a Costco store, exceeding their expectations.

Our staff also has extensive experience in the field of advanced planning, having prepared General Plans, Specific Plans, Zoning Codes, and other documents for cities and counties throughout California and the Western US. We have the ability to manage multiple projects and competing priorities while maintaining quality, meeting schedules and staying within budget. We believe our commitment to public agencies and our extensive experience make us uniquely qualified.

Detailed Planning Services to our public agency clients typically include analyzing projects for compliance with the jurisdiction’s General Plan, Zoning Ordinance, Subdivision Map Act, Design Review criteria, and other applicable plans and policies. Working closely with agency staff, we will review all projects within any applicable processing deadlines (such as the Permit Streamlining Act).

Our work on projects will include:
+ Visiting project sites to familiarize ourselves with the site and vicinity. We will take photographs, video (and, if desired, aerial photos and videos) for use in staff reports and presentations. + Meeting with developers/applicants, engineers, property owners, contractors and other individuals to discuss, advise, explain procedures and suggest improvements regarding projects, pre-applications, development applications, feasibility analyses, conceptual development plans and code interpretations. + Coordinating with City staff in Planning and other departments to collect information and comments and to discuss project issues.

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Interwest Consulting Group
22 + Compiling and analyzing data on economic, social, environmental, and physical factors affecting land use, and consider whether long-range planning initiatives underway may impact development applications. + Writing staff reports to the Planning Commission and City Council, including all accompanying resolutions, ordinances, and conditions of approval,
+ Preparing PowerPoint presentations and giving oral presentations to the Planning Commission and City Council.
+ Attending public hearings and community meetings as necessary. + Coordinating with on-call consultants for CEQA compliance. + Coordinating implementation of development applications during the construction phase to ensure compliance with approval conditions and mitigation measures. + Following project approval, performing field checks of projects during construction (to verify compliance with mitigation measures, project plans, and conditions of approval), reporting the results of this work in written and oral forms.
+ Answering by telephone or email inquiries regarding development applications. We strive to respond to all emails and phone calls the same business day and maintain constant availability via cell phone and mobile devices.
+ Facilitate special projects or assist staff with long-range planning initiatives.

As we do in all of our assignments, we will develop and maintain good working relationships with Planning Department staff, other City departments and divisions, other jurisdictions, and the public. When required, we will be present at City Hall to meet with staff, applicants, etc. regarding project status and updates.

PLANNING SERVICES APPROACH
Interwest emphasizes superior customer service to all of our employees and our staff members bring a can-do attitude to their work. There are certain principles and practices that Interwest follows on all planning projects and assignments. At the foundation of our services is a commitment to the success of our clients. Our goal is to assist the City of Santee by meeting your unique objectives.

THE INTERWEST ADVANTAGE
Client Service: One of the keys to municipal success is providing your customers with excellent service. We are committed to providing you and your constituents a level of service that will meet or exceed your expectations.

Budget-Conscious Approach & Implementation: Our services are provided in a cost- effective manner and will be adjusted to remain within City budget constraints.

Tailored, City-Specific Services: We are responsive to the dynamics of changing programs and policies and will deliver skilled and thorough review to comply with all Federal, State,City, and City adopted codes and ordinances.

Timely Turnaround Service: We work with you to develop an effective and responsive schedule tomeetthe time constraints of project delivery.

Effective Coordination with other City Departments: Our staff are an extension of many City Departments and promote collaboration and cooperation with other departments and agencies. We will establish multiple communication solutions available which will be flexibleto the unique needs of the City.

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Interwest Consulting Group
23 Ability to Adjust Service Levels to Meet Your Needs: Our staff are an extension of many City Departments and promote collaboration and cooperation with other departments and agencies. We will establish multiple communication solutions available which will be flexibleto the unique needs of the City. We can quickly fine-tune staff or staffing levels to match changes in activity to ensure a high level of client service is maintained.

ADDITIONAL PLANNING SERVICES

PROJECT MANAGEMENT / ENTITLEMENT PROCESSING
Interwest’s planners have worked in municipalities throughout California and are highly aware of the similarities and the differences of each client agency.We understand the pressuresthat applicantsand project reviews can place upon agency staff, and we tailor our approach to the values and priorities of each of our clients.

For most of our client agencies, there is general support for new development aslong assuch development protects and enhancesthe character of the community. The goals and expectations of each agency vary, and we adjust our practices to meet both the explicit standards adopted by the cities you serve as well as the expectations established by the decision makers and the practicesregularly employed by staff. Our intent is to match the approach and level of review typically applied by your staff.

Interwest staff, acting as an extension of City staff, can review, process and prepare staffreportsfor consideration by the appropriateapproval body. As such, they know that coordination among departments is critical to successful project reviews. Our planners understand that land-use regulations, transportation planning, adequate infrastructure, appropriate financing mechanisms, and other technical aspects of development all contribute to successfulprojects.

DESIGN REVIEW
Interwest’s staff has extensive experience reviewing project architecture and site plans to ensure thatthey are complementary and achieve municipal design goals. The built environment is one of the primary ways that a community is viewed by its inhabitants and people passing through the community. We understand the importance this can be for compliance with adopted design guidelines, but should also go beyond the articulation, modulation, and fenestration of an individual building but should ideally take into account the urban fabric of the entire community.

Our staff has both the design experience, technical knowledge and the practical experience of operating in the real world to achieve the project and city’s design goals. Interwest’s team has extensive experience providing project design feedback to similar communities such as the City of Santee. Our architectural design reviewers bring a flexible and creative approach to our public agency clients that has been developed over years assisting similar communities. Our teamisready and able to assistthe Citywiththe architecturalreviewfornewbuildings,modificationstoexistingbuildings, or historic buildings.

MINOR APPLICATIONS
Use permits, temporary use permits, sign permits, building permit plan checks and many other minorapprovals require the attention of Planning staff. Our team is ready and able to meet the needs of the City. As with public assistance, much of this work can be completed remotely. For both public assistance and minor application reviews, some regular on-site presence is appropriate and beneficial. Interwestproposes that up to two days per week on-site service be provided by an assistant planner level staffmember.

SPECIAL STUDIES
Members of the Interwest planning team have participated in special planning studies covering a widerange of areas.

We are well versed in research methods and working with regional planning agenciesto collect the information needed for data driven solutions. We also have experience designing and executing community outreach programs to ensure On-Call Contract Services - Proposal
Interwest Consulting Group
24 the interests of community members are understood. Often our agencies require a sound basis for updating development standards and regulations that nolonger serve the community’s interests. This could include addressing new issues (ride share businesses,Airbnb, commercial cannabis, etc.), changing state regulations (housing, small scale and 5G cellular systems, water conservation, climate change, etc.) or other evolving conditions. In such cases, our staff will research the topic area, identify the range of potential solutions and prepare summaries of optionsfor the City of Santee to consider.

CITY-INITIATED RESEARCH AND ZONING INTIATIVES
These services typically center around advance planning which involves the preparation of policy documents and development standards that will guide future planning development. This is an area where the Interwest Planning Team excels. Our senior staff have the dual experience of writing many policy documents, including general plans, zoning codes, design guidelines and development standards as well as implementing such documents through the project review process. Meeting the needs of our agency clients is a basic function of any Community Development Department. Our staff have all come up through the ranks of public agencies and have served this significant role. Our team is prepared to complete planning-related and zoning-related research in conjunction with new legislation, implementation of new regulations, and similar projects.

SPECIAL STUDIES
Members of the Interwest planning team have participated in special planning studies covering a wide range of topic areas. We are well versed in research methods and working with regional planning agencies to collect the information needed for data driven solutions. We also have experience designing and executing community outreach programs to ensure the interests of community members are understood. Often our agencies require a sound basis for updating development standards and regulations that no longer serve the community’s interests. This could include addressing new issues (ride share businesses, Airbnb, commercial cannabis, etc.), changing state regulations (housing, small scale and 5G cellular systems, water conservation, climate change, etc.) or other evolving conditions. In such cases, our staff will research the topic area, identify the range of potential solutions and prepare summaries of options for the City to consider. If requested, our staff will present options to decision makers, consolidate input from public input and prepare draft regulations for consideration by the City.

URBAN DESIGN AND PLACEMAKING
Our team brings many years of professional experience in urban design and placemaking to our clients that distinguishes Interwest from many other firms that offer on-call planning services. Our staff experience in mixeduse community design, transit-oriented development, and placemaking can be a valuable asset to the City of Santee.

On-Call Contract Services - Proposal
Interwest Consulting Group
25 Grant Planning and Administration
Interwest’s grant writing team has secured millions of dollars from state and federal programs including Safe Routes to School Program, Congestion Mitigation and Air Quality Program, Transportation Enhancement Activities, Highway Safety Improvement Program, and Community Development Block Grants. Interwest can gauge and identify the essential elements within a grant and work with the local agency to craft, customize, and ultimately to compete with great success.

Our team is experienced with advocacy of projects to regional, state, federal/congressional representatives.

GRANT MANAGEMENT: The Interwest team has a proven track record of getting grants. Our Transportation Programming and Grant Writing team has experience working directly with staff from Federal Highway Administration, Federal Transit Administration, California Department of Transportation, California Transportation Commission, Councils of Governments, and state and congressional representatives.

GRANT RESEARCH AND WRITING: Our team is committed to exploring available grant opportunities and will continue to develop competitive applications to secure critical financial support for the client’s projects. Grant writing will be part of a strategy to implement client priorities as identified in the client’s Progr am. Our success is due to our team’s expertise in preparing concise, yet comprehensive grants that strategically link strong project descriptions and project merits to the key elements of the grant.

GRANT COMPLIANCE AND REPORTING: Our staff will take responsibility for oversight of the project throughout its duration. We will adhere to grant agreements and reporting requirements. In this way, we ensure the client meets the grant program performance measures, so no funding reimbursements are in jeopardy. Interwest will see that objectives are met within the specified time, the costs incurred are within budget, and all activities are reimbursable costs.

GRANT REIMBURSEMENT AND CLOSE-OUT: Interwest’s approach is particularly exhaustive because our grant management administration does not stop at notice of award. We do not view the job as complete until the project is delivered, and reimbursement is received. We monitor compliance throughout the project life, including appropriate invoicing and regular checking on grant procedural requirements so as not to jeopardize eligibility. The complex network of federal rules and regulations requires nothing short of diligent and exhaustive follow up. We will take a proactive approach to ensure the appropriate steps are taken before problems arise.

We will take the lead or assist in federal submittals to Caltrans Local Assistance or process paperwork to secure “allocation votes” from the California Transportation Commission. We have direct experience in participation of random federal audits on federally funded projects and have received positive audit reviews.

On-Call Contract Services - Proposal
Interwest Consulting Group
26 Real Estate Services
Our Real Estate team provides full service municipal real estate consultation and turn-key right-ofway services inclusive of project management, acquisition, appraisal, appraisal review, relocation assistance, property management, escrow and title coordination, and condemnation support. We serve our clients from early project planning to full possession of properties for project construction. Our real estate team skillfully performs all right-of-way functions, and they are experts at navigating through the legal and regulatory requirements necessary to acquire land and right-of way for public projects for city, county and state agencies.

REAL ESTATE PROJECT MANAGEMENT: Real Estate Project Management is essential to ensure that right of way activities are being conducted on schedule and within budget. We take a very hands-on approach paying close attention to any potential issues that could cause a delay or affect the budget. That means we pay attention to the details early on to ensure we are always in front of the issues. The Project Manager maintains excellent communication and works closely with our client and the project team throughout the life of the project. They ensure that the schedule is maintained, makes certain that right-of-way activities comply with applicable state and/or federal laws and regulations, ensures that any revisions to the right-of-way or schedule are promptly communicated to the team and appropriately implemented, and assists in resolving potential issues that may arise during the right of way process.

PROJECT INITIATION, PLANNING & COORDINATION: Every project is unique with its own set of challenges.

Interwest understands this and will design a plan to achieve successful right of way delivery. Drawing on our knowledge gained from a diverse range of project experience, we will perform comprehensive pre-planning, review of project plans and design and select the best subconsultants to match project needs. We can prepare right-ofway estimates that conform to the requirements described in the Caltrans Manual Chapter 4. This is the opportunity to develop acquisition documents in conjunction with the agency and analyze each title report to anticipate any complexities in order to address and resolve them early. We look for ways to streamline the right of way process to ensure we meet tight project schedules and budgets.

APPRAISAL MANAGEMENT: Integrity is essential in promoting public perception and confidence in the project. By contracting with sub-consultants to provide appraisal services, there is a separation between the appraisal and acquisition functions. This helps to eliminate any perceived conflicts of interest. This also allows Interwest to choose the most capable appraisers based on the specific dynamics of each project. Instead of stretching to complete an appraisal without adequate experience, the best team is fielded for every project. Interwest has an extensive list of appraisers it has teamed up with on prior projects to be able to accomplish this, whether the acquisition is a On-Call Contract Services - Proposal
Interwest Consulting Group
27 temporary right to enter a property or a complex commercial valuation involving severance damages and goodwill.

Interwest will take the lead in developing an appropriate scope of work for the appraisal assignment, manage subconsultant contracts and provide oversight to ensure schedules are maintained and the project scope is accurately evaluated in the appraisal.

ACQUISITION | NEGOTIATION: How a team deals with the property owner is critical to the success and outcome of any project. Our approach is to establish a rapport early in the process with open and effective communication, thus building trust with the property owner. We develop this relationship through early in-person meetings with the property owner to discuss all activities that will occur. We also carefully review the appraisal, offer documents, note any concerns or questions from the property owner and seek to resolve any issues between the agency and the owner. Our goal is to educate and assist the owner, so they not only understand the process, but also have confidence in us and the agency we represent.

Every effort will be made to timely reach a negotiated settlement by contract and facilitate the execution of the documents and coordinate escrow activities. In the event an agreement regarding just compensation cannot be reached in a timely manner, we often are successful in obtaining Possession and Use Agreements, which will allow the Project to proceed on schedule and provide additional time for the parties to negotiate. While condemnation cannot always be completely avoided, our acquisition agents will take an active role in conducting themselves in the most ethical and competent manner in our "good faith" negotiations with each and every property owner.

PROJECT CERTIFICATION: Our staff has extensive knowledge of the project certification process. We have developed successful relationships with Caltrans Local Assistance agents on the district level to deliver right of way and obtain the appropriate level of Certification, when needed. Two of our team members were previously employed by Caltrans and thus have an excellent knowledge of Caltrans guidelines and thus the ability to ensure that projects meet Caltrans requirements. Our team involves Caltrans early on in the project and keeps them informed each step of the way, thereby allowing construction contract to be advertised, bid and awarded in a timely manner.

TITLE AND ESCROW SERVICES: The title and escrow process has become more complex in recent years due to the higher level of scrutiny by lenders. Our staff is intimately familiar and able to navigate through the extra steps needed to negotiate with lenders under these circumstances. Our agents will work with the property owners and the title company throughout the entire closing process to prepare escrow instructions, obtain notary verifications, obtain subordination agreements, obtain reconveyances and help facilitate a prompt closing of escrow.

CONDEMNATION SERVICES: Our staff has first-hand knowledge of the condemnation process. Working with property owners toward a successful negotiation involves maintaining open and honest communications. When the property owner is treated fairly and honestly throughout the entire land acquisition process, negotiated settlements can usually be obtained without the need to resort to condemnation. However, using the condemnation process is sometimes necessary for the benefit of the project—ensuring project delivery schedule and/or funding are not compromised. When needed, our agents will coordinate with legal counsel as necessary to document negotiations with the property owner and to provide any additional information required.

We handle everything from hardware installations and strategic plans to large software applications. We have experience in IT project planning and enjoy working with customers to analyze their IT needs and create solutions that are a good fit for their organization. We believe that IT should work with you and that each organization has its own unique needs and challenges. We are creative thinkers who partner with your staff to create a long-term relationship on which you can rely.

Interweststaff will provide fire inspectorsto verify compliance with Building and Fire Codes and Municipal Codes. Assigned staff will perform inspection services, as needed, to verify that the work of construction is in conformance with the approved project plans, as well as identifying issues of non-compliance with applicable building and fire codes. Our field inspection services will include site inspections and writing legible and understandable correction and violation notices and field reports. In addition, our inspectors will be available to answer in-person or telephone inquiries.

We understand that municipal codes may be frequently updated, so we will ensure that the projects we are inspecting are compliant with current code requirements. More specifically, we will ensure compliance with Title 24 California Building Codes, parts 2, 2.5, and 9 - covering fire prevention, life safety, mechanical and electrical installations (as related to fire and life safety) in residential, commercial, industrial, existing and historical buildings.

As the Fire Authority may already know, Interwest’s staff of ICC Certified Inspectors and Fire Protection Engineers have performed both building and fire inspection services on a wide variety of construction projects including industrial, commercial, institutional, assembly, essential service buildings and new residential developments and large custom homes.

Interwest’sfire inspectors will provide field/site inspections of projectsto verify conformance with approved drawings and specifications, which will include review of the permit documents to verify that onsite conditions are consistent with the approved documents for applicable conditions.

We understand that personality and customer service are crucial. Therefore, we have selected staff who are well-versed in customerservice and skilled at dealing with people both at the public counter and in the field. Ourinspectors are able to read, understand and interpret construction documents,truss drawings,fire sprinkler plans, prepare and maintain accurate records and reports, hold office hours, communicate effectively orally andinwriting andwork effectivelywith contractors, the public and Fire Authority staff. Our inspectors possess knowledge of approved and modern methods, materials and tools used for fire inspections, and the most current building and fire standards.

Interwestretainsstaff who aremotivated to achieve the highestlevel of experience and certification. We work hard to match the Fire Authority’s level of safety and code compliance and understand that personality and customer service is crucial to on-the-job success. We have proposed inspectors who are well versed in customer service and skilled in dealing with people both at the public counter and in the field. All Interwest Consulting Group inspectors are ICC certified, licensed fire protection engineers or equally qualified.

Interwest will provide our inspectors with all required materials, hand tools and training necessary to carry out their inspection duties.

Interwest will work directly with the Fire Authority to provide inspection staff in a timely manner. Our inspectors are familiar with a multitude of scheduling and tracking systems and can quickly adapt to the Fire Authority’s requirements. Emergency inspections (usually requests that pertain to a serious or urgent life /safety issue) can be provided asthey are needed; nights, weekends and holidays.

All plans examination services will be performed under the direction of a licensed Fire Protection Engineer and an ICC certified Plans Examiner. For more complex projects and when needed to meet peak workload demands, additional support will be provided from our regional offices for, on-site or off-site, plan review services. Our plans examiners understand and are intimately familiar with applicable building and fire codes and plan review procedures and policies and will readily assist with solutions to complicated plan review issues.

Interwest currently provides electronic plan review servicestomultiple jurisdictionsthroughout California.

Our fire plan review staff is well-versed and experienced in the use of Bluebeam Revu for electronic plan review markup.

Our staff works with project applicants in a collaborative and professional manner to quickly identify and resolve any violations of codes, standards or local ordinances. Providing thorough plan reviews result in complete and accurate construction documents minimizing questions, inspection issues, and potential problems during the construction phase of projects.

We will review submitted residential and commercial design documents to ensure compliance to the current edition of the following codes, standards and regulations:
• California Fire Code (CFC)
• California Building Code (CBC)
• Local amendments and policies related to the CFC and CBC • Adopted National Fire Protection Association (NFPA) Standards • California Health and Safety Code
• Appropriate listings (CSFM, U.L., etc.) as directed
• Fire Authority Standards
• Municipal, State or Federal regulations
We anticipate that review of a variety of plan types including but not limited to:
• Civil engineering plansfor fire protection watersupply and emergency vehicle access • Underground Fire Systems
• Fire Alarm Systems
• Fire Sprinkler Systems
• Other Fire Suppression Systems,such as Clean Agent Systems or Hood and Duct Extinguishing Systems
• New Building Plans
• Tenant Improvements
Interwest Consulting Group’s staff of Fire Plans Examiners and Fire Protection Engineers will:
• Perform plan reviews at Interwest offices unless directed otherwise by the Fire Authority • Complete all plan review assignments within the designated timelines • Be available and work collaboratively with applicants and designersto resolve all fire plan review issues
• Arrange pickup and delivery of all plansto be reviewed from the Fire Authority’s Office • Conduct and coordinate all communications with the Fire Authority’s representatives and be available to meet with Fire Authority personnel to discuss review and project comments • Possess all necessary and current licenses and certificationsto include, but not limited to, ICC or CSFM certification as fire plans examiners and/or Fire Protection Engineer • Have detailed knowledge of the latest applicable Local, State and Federal regulations • Provide a written comment letter that indicates the necessary corrections noted during the plan review
Plan reviews, when not immediately approved, will result in lists of comments in the format required by the Fire Authority referring to specific details and drawings, and referencing applicable code sections.

Interwest will provide a clear, concise, and thorough document (i.e., comment list) from which clients, designers and owners can work. This approval letter will specify the following information:
• Project Address and Location
• Plan Status
• The Fire Authority or Jurisdiction’s Permit Number
• Interwest Consulting Group’s Project Number
• A List of All Documents Returned to the Fire Authority Interwest’s plans examiners and staff will conduct and coordinate all communications with the Fire Authority’s Division Chief/ Fire Marshal or representatives. Upon completion of each plan review iteration, Interwest will provide an electronic and/ or hard copy of the plan review comments to the Fire Authority and to the applicant, designers or contractor as instructed. After all plan review issues have been resolved, we will deliver approved documentsto the Fire Authority that bearInterwest Consulting Group’s approval stamps for their use and distribution, along with a final approval letter recommending the project for approval. Interwest will not contact the applicant when plans are approved, unless directed otherwise. We understand that the Fire Authority will notify the applicant when the permit is ready to be issued.

If it becomes apparent that a plan review will not be approved after the second review cycle, Interwest will immediately contact the Fire Authority to determine the next course of action. Plan approval shall not be recommended for approval to the Fire Authority until all code compliance issues are resolved and all permit issuance requirements of the Fire Authority are satisfied.

Interwest’s engineers and plans examiners will be available to meet with Fire Authority staff, the design team, applicants, and/or contractors, at the Fire Authority’s request, to discuss and resolve plan review and code related issues. We will be available within one (1) business day to respond to questionsfrom the Fire Authority that may be generated during field inspections for each authorized plan check that is subsequently issued a permit for construction. Voice mails, e-mails and faxes will be responded to as quickly as possible, always within 24 hours.

Allstaff proposed forservice shall possess all necessary and current licenses and certificationsto include, but not limited to International Code Council Fire Plans Examiner Certification, California State Fire Marshal, Fire Plans Examiner Certification and/or Licensed Fire Protection Engineer.

Code interpretations are subject to final review and approval by the Fire Chief. Interwest’s engineers, plans examiners, and inspectors will provide unbiased recommendations and background information to help the Fire Chief make an informed decision. All plan review comments are subject to review and approval by the Fire Authority.

At the completion of our plan review process, final construction documents, including drawings, calculations, specifications, special inspections forms, manufacturer’s product data sheets, etc. will be annotated as approved and returned to the Fire Authority for their approval and distribution. The final approved documents will be delivered by Interwest to the Fire Authority. If requested, a final invoice for services will be included with all approved plansreturned to the Fire Authority.

Interwest’s staff of engineers, plans examiners and inspectors will be available for technical support on an as-needed basis. This will include but will not be limited to pre-design, post plan review, pre-construction or site meetings with Fire Authority staff and/or permit holders, business owners, designers or other interested parties.

Our plans examiners and inspectors are available for pre-construction or pre-design meetings, field visits, contacts with the design team and project owners as needed. With some reasonable limitations, preconstruction and pre-design meetings associated with projects that we will plan review are considered as part of our plan review services. Our team of plans examiners and inspectors are always willing tomeet with applicants, designers, contractors and fire division staff as required to resolve plan review or constructionrelated issues.

Interwest is able to accommodate special project plan review needs such as fast-track, multi-phased, or accelerated plan reviews.We establish projectspecific turn-around goals and procedureswith FireAuthority staff for these types of projects based on the complexity of the projects as well as the construction schedule. Interwest’s staff of engineers and plans examiners will work with the Fire Authority, as well as with applicants and designersto resolve all plan review issues.Ourstaff will deal directly with applicants and their designers during the plan review process to resolve all issues.

Interwest currently provides electronic plan review servicestomultiple jurisdictionsthroughout California.

Our fire plan review staff regularly uses Bluebeam Revu for electronic plan review markup, as well as other electronic platforms used by our clients. Many jurisdictions are seeing the benefits of electronic plan review, especially for large, complex projects. Electronic plan review services deliver many benefits, including substantially improved turnaround times; secured accessibility to documents; and reduced paperstorage.

Our staff is experienced providing electronic plan review and can work closely with the Fire Authority on any electronic plan check method that is utilized. Our goal is always to provide thorough, accurate and timely plan reviews.

Interwest’s priority is providing outstanding customer service to our clients and their applicants. We take an out-of-the-box approach to performing our duties, always willing to meet with clients for pre-design meetings, pre-submittal meetings or as needed to resolve complex code related plan review or inspection issues in the most efficient manner possible. Our staff of engineers and plans examiners are available by phone or e-mail to answer questions pertaining to our plan reviews. We are also available to meet with applicants and designers on a face-to-face basis to resolve plan review issues. We can work directly with applicants or by the Fire Authority’s preferred method of contact during the plan review process to resolve all code-related issues and to provide complete and coordinated documents upon completion of the plan review process.

Interwest’s plans examiners and fire inspectors understand the importance of providing superior customer service to Fire Authority staff, the community, applicants, contractors and designers. Our philosophy is to provide our services in a professional, courteous and collaborative manner. We encourage our staff to have a “can do” attitude and to work as part of the project team to ensure successful project outcomes.

We consistently complete plan reviews within required timeframes as our standard business practice. We work hard to accommodate any turnaround schedule desired by our clients. The turnaround time for plan reviews will begin the day we pick up or arrange transportation to receive the plans in our office. We commit to meeting or exceeding the turnaround times shown below:

MAXIMUM TURNAROUND TIMES
First Submittal 10 Business Days
Second Submittal 5 Business Days
Third & Subsequent Submittals 5 Business Days
Plan review cycle times for very large and/or complex projects be negotiated on an individual project basis. Our engineers and plans examiners will work with the Fire Authority on these types of projects to determine a cycle time that meets the needs of the applicant and the Fire Authority.

AGREEMENT FOR PROFESSIONAL SERVICES

BETWEEN THE CITY OF SANTEE
AND
INTERWEST CONSULTING GROUP, INC.

This Agreement for Professional Services (“Agreement”) is made and entered into this 1st day of July, 2023, by and between the City of Santee, a California charter city (“City”) and Interwest Consulting Group Inc., a Colorado corporation and SAFEbuilt company (“Consultant”). City and Consultant are sometimes referred to in this Agreement individually as a “Party” and collectively as the “Parties.”

RECITALS
A. City is in need of on-call professional services for the following project:
specialized professional building services (“the Project”).

B. The City has contracted with the Consultant (and its predecessor EsGil Corporation) since 1981 and wishes to continue services under this new Agreement.

C. The current Professional Service Agreement expires on June 30, 2023.

D. The City and Consultant now desire enter into a new Professional Service Agreement.

E. Consultant has the necessary qualifications to provide such services for the Project.

F. The Parties desire to establish the terms for the City to retain the Consultant in order to provide the services described herein.

NOW, THEREFORE, IT IS AGREED AS FOLLOWS:

1. Services
Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit ‘A’ and hereby made a part of this Agreement; provided, however, that the contents of this Agreement shall supersede any provision in Exhibit ‘A’ that is inconsistent herewith.

2. Compensation
a. Subject to paragraphs 2(b) - (c) below, City shall pay for the services provided by Consultant in accordance with the Schedule of Charges set forth in Exhibit ‘B’ attached hereto and hereby made a part of this Agreement; provided, however that the contents of this Agreement shall supersede any provision in Exhibit ‘B’ that is inconsistent herewith.

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2 b. In no event shall the total amount paid for services rendered by Consultant pursuant to this Agreement exceed the sum of $350,000. This Agreement is subject to and contingent on budgetary appropriations being approved by the City Council for each fiscal year during the term of this Agreement. If such appropriations are not approved, the Agreement will be immediately terminated without penalty to the City.
c. Each month Consultant shall furnish City with an invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by categories, including labor, travel, materials, equipment, supplies, sub-consultant charges and miscellaneous expenses.

City shall independently review each invoice submitted to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in paragraph 2(d). In the event any charges or expenses are disputed, the invoice shall be returned to the Consultant for correction and resubmission.
d. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, City will use its best efforts to cause Consultant to be paid within thirty (30) days of receipt of Consultant’s invoice; provided however, that untimely invoices may be subject to nonpayment if funding has not been appropriated or budgeted for payment of the invoice due to Consultant’s untimely submission. Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in the work performed by Consultant.

3. Term of Agreement and Time of Performance
Consultant shall perform its services hereunder in a prompt and timely manner, and in accordance with the Activity Schedule shown in Exhibit ‘C’ attached hereto and made a part hereof; provided, however, that the contents of this Agreement shall supersede any provisions in Exhibit ‘C’ that is inconsistent herewith. Work shall commence upon receipt of a written Notice to Proceed from the City. The Notice to Proceed shall set forth the date of commencement of the work. The initial term of this Agreement shall be through June 30, 2024. This Agreement may be extended by mutual written consent of the Parties for two (2) additional one (1) year periods unless terminated sooner pursuant to the provision of this Agreement or the Work is complete.

4. Additional Work
Consultant shall not be compensated for any service outside of the Scope of Services, except as provide in this paragraph. If changes in the work seem merited by the Consultant or the City, a change in the scope of the work shall be processed

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3 by the City in the following manner: (1) a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule, (2) an amendment of this Agreement shall be prepared by the City and executed by both parties before performance of such service or the City will not be required to pay to for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portion of the Agreement.

5. Maintenance of Records
Books, documents, papers, accounting records, and other evidence pertaining to work done and costs incurred pursuant to this Agreement shall be maintained by Consultant and made available for inspection, audit and copying by the City at all reasonable times during the term of this Agreement and for four (4) years from the date of final payment under the Agreement.

6. Ownership and Use of Work
All documents and materials prepared pursuant to this Agreement shall be considered the property of City, and will be turned over to City upon demand, but in any event upon completion of the work. City reserves the right to publish, disclose, distribute and otherwise use, in whole or in part, any reports, data or other documents and materials prepared under this Agreement without the permission of Consultant. All documents and materials shall be delivered in a reproducible form. As used herein, “documents and materials” include, but are not limited to, any original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, and computer files prepared or developed pursuant to this Agreement. For the avoidance of doubt, nothing in this Agreement shall be understood to grant City rights to pre-existing intellectual property of Consultant, including Consultant software and licensed software, or to any improvements thereto. Consultant shall have no liability arising from the use of any documents and materials for any purpose or on any project other than that for which it was produced.

7. Findings Confidential
Any reports, information, data or materials given to or prepared or assembled by Consultant under this Agreement are confidential and shall not be made available to any individual or organization by Consultant without prior written approval of City.

8. Conflict of Interest
Consultant hereby expressly covenants that no interest presently exists, nor shall any interest, direct or indirect, be acquired during the term of this Agreement that would conflict in any manner with the performance of services pursuant to this Agreement.

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4 9. Delays in Performance
Neither the City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; pandemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint.

Should such circumstances occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement.

10. Compliance with Law
a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government. If Consultant’s failure to comply with applicable laws, ordinances, codes and regulations results in a claim for damage or liability to City, Consultant shall be responsible for indemnifying and holding the City harmless as provided in this Agreement. b. Consultant shall assist the City, as requested, in obtaining and maintaining all permits, if any, required of Consultant by federal, state and local regulatory agencies.

11. Standard of Care
Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions.

12. Assignment and Subconsultants
Consultant shall not assign, delegate, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, , which shall not be unreasonably delayed or withheld.. A consent to one assignment shall not be deemed to be consent to any subsequent assignment.

Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.

13. Independent Consultant

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5 Consultant is retained as an independent Consultant and is not an agent or employee of the City. No employee or agent of Consultant shall by this Agreement become an agent or employee of the City. The work to be performed shall be in accordance with the work described in Exhibit ‘A’, subject to such directions and amendments from the City as herein provided. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

Consultant enters into this Agreement as, and shall continue to be, an independent consultant. All services shall be performed only by Consultant and Consultant’s employees, if applicable. Under no circumstances shall Consultant, or any of Consultant’s employees, look to the City as his or her employer, or as a partner, agent or principal. Neither Consultant, nor any of Consultant’s employees, shall be entitled to any benefits accorded to City employees, including without limitation worker's compensation, disability insurance, vacation or sick pay. Consultant shall be responsible for providing, at Consultant’s expense, and in Consultant’s name, unemployment, disability, worker's compensation and other insurance, as well as licenses and permits usual or necessary for conducting the services.

14. Integration
This Agreement represents the entire understanding of the City and Consultant as to those matters contained herein, and supersedes and cancels any prior oral or written understanding, promises or representations with respect to those matters covered hereunder. To the extent that any provision or clause contained in an attachment to this Agreement conflicts with a provision or clause in the Agreement, the provision or clause in this Agreement shall control. This Agreement may not be modified or altered except in writing signed by both parties hereto. This is an integrated Agreement.

15. Insurance
a. Commercial General Liability
(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City.
(ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:
(1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 0001)
(iii) Commercial General Liability Insurance must include coverage for the following:

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6 (1) Bodily Injury (including death) and Property Damage (2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX) exclusion deleted
(7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage
(9) Independent Consultants Coverage
(10) Sexual Misconduct Coverage, with no applicable sublimit (iv) All such policies shall name the City of Santee, its City Council and each member thereof, its officers, employees, and agents as Additional Insureds under the policy.
(v) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City. All deductibles and self-insured retentions must be declared to the City prior to commencing work under this Agreement.
b. Automobile Liability
(i) At all times during the performance of the work under this Agreement the Consultant shall maintain Automobile Liability Insurance for bodily injury (including death) and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City.
(ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 0001 (ed. 6/92) covering automobile liability, Code 1 (any auto).
(iii) The automobile liability program may utilize deductibles, but not a self-insured retention, subject to written approval by the City. c. Workers' Compensation/Employer's Liability

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7 (i) At all times during the performance of the work under this Agreement the Consultant shall maintain Workers' Compensation in compliance with applicable statutory requirements and Employer's Liability Coverage in amounts indicated herein.
(ii) Such insurance shall include an insurer's Waiver of Subrogation in favor of the City and will be in a form and with insurance companies acceptable to the City.
(iii) If insurance is maintained, the workers' compensation and employer's liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City.
(iv) Before beginning work, the Consultant shall furnish to the City satisfactory proof that he/she has taken out for the period covered by the work under this Agreement, full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers' Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof.

Consultant shall require all subconsultants to obtain and maintain, for the period covered by the work under this Agreement, worker’s compensation of the same type and limits as specified in this Section. d. Professional Liability (Errors and Omissions)
(i) At all times during the performance of the work under this Agreement and for 60 months following the date of Project completion and acceptance by the City, the Consultant shall maintain Professional Liability insurance, in a form and with insurance companies acceptance to the City and in an amount indicated herein; provided, however, that if the work under this Agreement involves teaching, coaching, or childcare, Consultant shall provide Educators Legal Liability (“ELL”) insurance in lieu of Professional Liability insurance. (ii) Such insurance shall include an insurer's Waiver of Subrogation in favor of the City and will be in a form and with insurance companies acceptable to the City.
e. Pollution/Asbestos Legal Liability
(i) At all times during the performance of the work under this Agreement and for sixty (60) months following the date of Project completion, the Consultant shall maintain Pollution Legal Liability insurance and/or Asbestos Legal Liability insurance and/or Errors and

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8 Omissions (if the Project involves environmental hazards) in an amount indicated herein.
(ii) The Consultant, along with all employees, agents and subconsultants who have a reasonable probability of coming into contact with hazardous materials, shall be adequately trained to comply with and shall comply with all laws and regulations relating to the care and protection of the environment in the performance of the work performed by the Consultant or any portion thereof. f. Cyber Liability
(i) At all times during the performance of the work under this Agreement and for sixty (60) months following the date of Project completion, the Consultant shall carry and maintain, at its own expense, including any City-approved deductibles or retentions, Cyber Liability insurance in an amount stated herein. The Cyber Liability policy must include security and privacy liability, media liability, business interruption and extra expense, and cyber extortion liability, as specified by the City. Such coverage is required if Consultant provides products and/or services related to information technology and electronic data processing (including hardware and software) to the City or as otherwise required by the City.
g. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:

Combined Single Limit
Commercial General Liability $2,000,000 per occurrence/$4,000,000 aggregate for bodily injury (including death),
personal injury and property damage
Automobile Liability $1,000,000 per occurrence for bodily injury (including death) and property damage
Employer's Liability $1,000,000 per accident for bodily injury or disease
Professional Liability / ELL $2,000,000 per claim and aggregate (errors and omissions)

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9 Pollution/Asbestos Liability $1,000,000 per occurrence or claim/$2,000,000 aggregate (if Project
involves environmental hazards)
Cyber Liability Insurance $1,000,000 per occurrence/$2,000,000 aggregate (if Project involves electronic data
processing or development of hardware or
software)
h. Evidence of Insurance Required
(i) Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 2010 (or insurer's equivalent) signed by the insurer's representative, Certificate of Insurance (most recent version of Acord 25 Form or equivalent), and Additional Insured Endorsement verifying compliance with the requirements.

All evidence of insurance shall be signed by a properly authorized officer, agent or qualified representative of the insurer and shall certify the names of the insured, any additional primary insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.
i. Policy Provisions Required
(i) The City of Santee, its City Council and each member thereof, its officers, employees, and agents shall be named as an additional insured on the Commercial General Liability policy, and, if the Project involves environmental hazards, on the Pollution/Asbestos Liability policy using form 2010 1185 or equivalent. Any subconsultant, subcontractor or similar entity performing work on the Project must add the City as an additional insured using CG form 20 38, or broader coverage. Blanket endorsements may be accepted at City’s discretion. All policies shall contain or shall be endorsed to contain a provision that advanced written notice of any cancellation, including cancellation for non-payment of premium, shall be provided to the City. Statements that the carrier “will endeavor” and “that failure to mail such notice shall impose no obligation and liability upon the company, its agents or representatives,” will not be acceptable on endorsements. At the City's sole discretion, the requirement to endorse policies to provide advanced written notice of cancellation to the City may be waived upon the Consultant’s agreement that it shall provide the City with copies of any notices of cancellation immediately upon receipt.

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10 (ii) General Liability, Automobile Liability, and if required, Pollution Liability insurance policies shall contain a provision stating that the Consultant's policies are primary insurance and that the insurance of the City or any named additional insureds shall not be called upon to contribute to any loss.
j. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:

Insurance carriers shall be qualified to do business in California and maintain an agent for process within the State. Such insurance carrier shall have not less than an ‘A’ policyholder's rating and a financial rating of not less than “Class VII” according to the latest Best Key Rating Guide. Due to market fluctuations in the Workers Compensation sector, the City reserves the right and at its sole discretion to review and accept the Consultant’s proposed Workers compensation insurance.
k. Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification.
(ii) If at any time during the life of the Agreement, the Consultant fails to maintain in full force any insurance required by the Agreement documents the City may terminate the Agreement or may elect to withhold compensation in an amount sufficient to purchase insurance to replace any expired or insufficient coverage. (iii) The Consultant shall include all subconsultants as insureds under its policies or shall furnish separate certificates and endorsements for each subconsultant. All coverage for subconsultants shall be subject to all of the requirements stated herein.
(iv) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (v) Neither the City, nor its City Council, nor any member of thereof, nor any of the directors, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of the Contract.

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11 16. Indemnification
To the fullest extent permitted by law, and except as otherwise provided in this Section, Consultant agrees to indemnify, defend (with independent counsel approved by the City and selected from Consultant's insurance carrier's panel counsel) and hold harmless the City and its officers, employees and elected and appointed officials, and volunteers (each, an "Indemnified Party") from and against any and all third party liabilities (including without limitation all claims, losses, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs and costs of alternative dispute resolution) regardless of nature or type, expressly including but not limited to those arising from bodily injury (including death) or property damage, arising out of or resulting from any act or omission to act of the Consultant, Consultant's agents, officers, employees, subconsultants, or independent consultants hired by Consultant under this Agreement. The Consultant's obligations apply regardless of whether or not a liability is caused or contributed to by the negligence (including passive negligence) or other act or omission of an Indemnified Party. The acceptance or approval of the Consultant's work by an Indemnified Party shall not relieve or reduce the Consultant's indemnification obligation. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against the City, its officials, officers, agents, employees or representatives. The provisions of this Section shall survive completion of the work under this Agreement or the termination of this Agreement and are not limited by the provisions relating to insurance.

Notwithstanding the above, Consultant’s duty to indemnify City applies to the extent that the liability arises out of or results from the negligence, recklessness, or willful misconduct of the Consultant, Consultant's agents, officers, employees, subconsultants, or independent consultants hired by Consultant under this Agreement.

If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims to the extent that they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon agreement of parties or Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

Notwithstanding any provision of law to the contrary, Consultant shall have the right to defend and settle any action for which indemnification is sought, provided that it shall not enter into any settlement that requires an admission of wrongdoing, any payment of damages, penalties, fines, and judgments, or other sum of money, or other action, by any Indemnified Party without that Indemnified Party’s approval.

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12 Consultant’s obligations under this Agreement are contingent upon timely receipt of notice of the claim for which indemnification is sought, such that defense of the claim is not prejudiced, and the reasonable assistance of the Indemnified Party in connection with the defense of the claim.

17. Confidentiality
Consultant shall keep confidential all information, in whatever form, produced, prepared, observed or received by Consultant to the extent that such information is confidential by law or otherwise required by this Agreement.

18. Laws, Venue, and Attorneys’ Fees
This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Diego, State of California. In the event of any such litigation between the parties, the prevailing party shall be entitled to recover all reasonable costs incurred, including reasonable attorney's fees, as determined by the court.

19. Termination or Abandonment
a. City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Consultant. In the event such notice is given, Consultant shall cease immediately all work in progress.
b. Consultant may terminate this Agreement at any time upon thirty (30) days written notice of termination to City.
c. If either Consultant or City fails to perform any material obligation under this Agreement, then, in addition to any other remedies, City or Consultant may terminate this Agreement immediately upon written notice. d. Upon termination of this Agreement, all property belonging to City which is in Consultant’s possession shall be returned to City. Consultant shall furnish City with a final invoice for work performed by Consultant. City shall have no obligation to pay Consultant for work performed after termination of this Agreement.

20. Organization
Consultant shall assign David Kniff as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff assigned to perform the services required under this Agreement.

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13 21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed as shown below and shall be effective upon receipt thereof.

CITY:

Marlene Best
City Manger
City of Santee
10601 Magnolia Avenue
Santee, CA 92071
CONSULTANT:

Paul Meschino
President
Interwest Consulting Group, Inc.
9320 Chesapeake Drive Suite 208
San Diego, CA 92123

22. Third Party Rights
Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.

23. Severability and Waiver
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the other provisions unenforceable, invalid or illegal. Waiver by any party of any portion of this Agreement shall not constitute a waiver of any other portion thereof.

24. Non-discrimination
Consultant will comply with all applicable federal, state and local laws, ordinances, and regulations, including the Americans with Disabilities Act (ADA), California Fair Employment and Housing Act (FEHA) and Title VII of the Civil Rights Act of 1964.

Consultant will not discriminate in any way, against any person, on the ground of race, color, national origin, religion, religious creed, age (over 40), sex and gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, gender identity, gender expression, disability (mental and physical), medical condition, genetic information, marital status, or military and veteran status, in connection with services under this Agreement.

25. On-going Projects Covered Under Previous Agreement
Consultant and City acknowledge that under the previous Professional Services Agreement between the Parties, dated December 11, 2017, and thereafter amended (“2017 Agreement”), Consultant has received up-front payment for Building Division Services as described in Exhibit A of the 2017 Agreement related to certain projects that are not yet completed. Consultant acknowledges that Consultant’s obligations with regard to those projects, identified in Exhibit D,

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14 attached hereto and incorporated herein, remain ongoing, and Consultant will not receive additional payment under this Agreement for services contemplated under the 2017 agreement and for which Consultant has already received compensation.

Any extra services beyond percentage-of-fee standard services provided for such an application, including after hour inspections, excess re-inspections or other services specified in the Schedule of Charges attached to this Agreement as Exhibit B, will be billed at the hourly rates specified therein.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.

CITY OF SANTEE:

By: ____________________________
Marlene D. Best
City Manager
CONSULTANT:

By: ____________________________
Paul Meschino
President,
Interwest Consulting Group Inc.

APPROVED AS TO FORM:

BEST BEST & KRIEGER LLP
By: ____________________________
Shawn Hagerty
City Attorney

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15 EXHIBIT ‘A’

SCOPE OF SERVICES

1. LIST OF ON-CALL SERVICES
Services to be provided on an on-call, as-needed basis pursuant to direction from the City. The City makes no representation as to the amount or type of services, if any, that Consultant will be asked to perform during the term(s) of this Agreement.

Building Official Services:
• Manage and help administer the Building Division and report to the City's designated Official.
• Be a resource for Consultant team members, City staff, and applicants. • Help guide citizens through the complexities of the codes in order to obtain compliance.
• Monitor changes to the codes including state and local requirements and determine how they may impact projects in the area and make recommendations regarding local amendments.
• Oversee the Consultant’s quality assurance program and make sure that Consultant is meeting the agreed upon performance measurements and City expectations.
• Provide training for Consultant’s inspectors on City-adopted codes and local amendments as needed
• Act as the main point of contact from Consultant for the City and coordinate with other departments.
• Oversee certificate of occupancy issuance to prevent issuance without compliance.
• Attend staff and City Council meetings as mutually agreed upon. • Be responsible for local, state and federal reporting for the City - frequency and content to be mutually agreed upon, and as mandated by state and federal laws.
• Responsible for City, and citizen satisfaction.
• Work with City staff to establish and/or refine Building Division processes • Provide Building Code interpretations for final approval. · • Issue stop-work notices for non-conforming activities as needed. • Prepare periodic state-mandated updates to the California Building Standards Code, including, but not limited to the California Administrative Code, Energy Code, Mechanical Code, Green Building Standards and Fire Code.
• Provide 4 hours of over the counter (OTC) plan review one day per week to serve citizens.
• Support the City Storm Water Staff during inspections and or plan reviews as requested.

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16 • Participate in the weekly Planning, Engineering, and Building meeting as mutually agreed
• Maintain all Building Division forms and make available to the public. • Represent the City and attend meetings to exercise the vote and interests of the City on proposed changes to the model codes.

Building Inspection Services:
• Enforce California Building Standard Codes Title 24 parts 1-12, California Health and Safety Codes where applicable to building codes references and Santee Municipal Code.
• Utilize an educational, informative approach to improve the customer's experience.
• Perform consistent code compliance inspections to determine that construction complies with approved plans and/or applicable codes and ordinances.
• Maintain daily inspections records in the field and within the City’s permit records.
• Meet or exceed agreed upon performance metrics regarding inspections. • Provide onsite inspection consultations to citizens and contractors while performing inspections.
• Return calls and emails from permit holders in reference to code and inspection concerns identify and document any areas of non-compliance. • Leave a copy of the inspection ticket and discuss inspection results with site personnel.

Plan Review Services: *
*See Fee schedule. This is not an hourly service unless request is outside of standard practice. • Provide plan review services electronically or in the traditional paper format. • Review plans to ensure they meet adopted codes and local amendments and/or ordinances.
• Determine type of construction, use and occupancy classification using certified plans examiner.
• Be a resource to applicants on submittal requirements and be available throughout the process.
• Work with other departments on the concurrent review process. • Be available for pre-submittal meetings as warranted. • Be a resource for team members and provide support to field inspectors as questions arise in the field
• Coordinate plan review tracking, reporting, and interaction with applicable departments.
• Provide feedback to keep plan review process on schedule. • Interpret legal requirements and recommend compliance procedures, to

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17 include accessible compliance measures and hardship waivers. • Address any issues by documented comment and correction notices/lists to the applicant.
• Return a set of finalized plans and all supporting documentation. • Provide review of plan revisions and remain available to applicant after the review is complete.
• Provide LEED plan review per Building Code and City requirements. • Review/comply with the Santee Sustainability Plan form requirements per City Ordinance.

Permit Technician/ Administrative Services:
• Provide qualified individuals to perform the functions of this position to minimize applicant waiting times to obtain a building permit. • Facilitate the permitting process from initial permit intake to final issuance of permit.
• Review submittal documents and request missing information to ensure packets are complete.
• Provide front counter customer service, as necessary. • Mail applicants permits and permit related documents at Consultant's expense.
• Answer questions concerning the building process and requirements at counter or over the phone.
• Form and maintain positive relationships with City staff and maintain a professional image.
• Determine permit fees based on City fee schedule as established by Resolution and Ordinance.
• Ensure that submittal documents are complete.
• Work with the City Clerk to respond to Public Records Act ("PRA") requests within five (5) working days and maintain a log of PRAs. • Provide inspection scheduling and tracking to ensure code compliance; act as an office resource to inspectors in the field.
• Process application for the Board of Zoning Appeals, Planning Commission, and Architectural Board of Review - if needed
• Provide input, tracking and reporting.
• Intake and processing of asbestos abatement forms, to include forwarding to the appropriate agencies/Departments for approval.
• Manage the construction and demolition process, to include intake forms at permit application.
• Maintain 'issued permits, permit files and plans and associated documents in an orderly storage system.
• Provide permit issuance annual reports to internal and outside agencies, as required.

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18 Permitting Software:
• Provide and maintain the permitting system (Community Core) for the duration of the Agreement.
• Facilitate the transition from current software to a new automated land management and permitting software, with active participation in the City’s needs assessment and implementation.
• Community Core allows for electronic workflow tracking and monitoring with separate signoff capability that can be accessed and updated by multiple departments simultaneously external and internal.
• Provide training to City Staff, as necessary.
• All data is the property of the City.
• Transfer data will be provided to the City free of charge within thirty to ninety (30-90) days of request.
• Mapping of data is not included.
• Most data will be provided in a .csv (coma separated values) format. • The City is limited to three requests for data transfer without charge.

Reporting Services:
• Develop a reporting schedule and format that meets the City’s needs. • Provide monthly, quarterly, and annual reports summarizing activity levels; adherence to Consultant’s performance metrics; and other items that are of special interest to the City.

Emergency Response Services:
• In cases of natural disaster, Consultant will provide emergency disaster response including: Rapid assessment of the structural integrity of damaged buildings using appropriate forms.
• Determine whether structures are safe for use or if entry should be restricted or prohibited.
• Post the structure with the appropriate placard.
• Coordinate disaster/emergency response with the appropriate local, state or federal agency.
• Track all hours and expenses for reimbursement from federal agencies when appropriate.
• Survey construction sites for control of debris hazards. • Coordinate emergency permitting procedures.

2. Staffing Resources:
• Consultant will maintain the resources to provide additional staffing due to increases in activity levels.

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19 • Consultant will provide a core team of professionals to maintain a high level of service.
• Consultant will manage the daily operations of the Building Division and handle significant workload activity challenges with maximum benefit to the City.
• In addition to Consultant’s core team, Consultant shall maintain additional resources readily available within the area.
• Consultant shall have at least one (1) Certified Access Specialist (CASp) on staff who will implement public education and outreach workshops on federal Americans with Disabilities Act standards and California law at least twice a year.
• As needed, Consultant’s existing staff of building officials, plans examiners, inspectors, and permit technicians will "float" from other offices in order to provide additional support and backup services.
• As needed, Consultant’s existing staff of Planning Professionals will provide additional support and backup services for the Planning Division. • As needed, Consultant’s existing staff of Fire Professionals will provide additional support and backup for the Fire Department.

General Staff Qualifications:
• Maintain and have access to an extensive pool of registered, experienced, and customer-focused plans examiners.
• Maintain a team of 75 available for the City's projects. • Provide flexibility when managing workloads.
• All plan review engineers and building inspectors must be International Code Council (ICC) certified, have years of experience in the inspection industry, and be required to have previous experience working in government building departments
• Maintain a unique staffing model, and be able to ramp up the number of inspectors serving the City to complete all inspection/ staffing needs during the busy seasons as well as downsize staff at the City when construction slows down.
• Structural reviews must always be performed by, or under the supervision of, one of Consultant’s licensed structural engineers or senior inspectors. • In addition to ICC Certification, all of Consultant’s plan review and field staff shall attend various training courses presented by organizations such as ICC and California Building Officials (CALBO).
• Consultant shall maintain involvement and support for local building organizations. City understands that Consultant’s personnel are active members of the following organizations:
 International Code Council (ICC) California
 California Building Officials (CALBO)

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20  International Association of Plumbing and Mechanical Officials (IAPMO)
 International Association Electrical Inspectors (IAEI)  Structural Engineers Association (SEAOSD)
 National Fire Sprinkler Association (NFSA)
 County Building Officials (CBOAC) American
 Concrete Institute (ACI)
• City understands that along with serving on numerous code committees for these organizations, Consultant’s staff is also involved with the Seismic Safety Commission, Strong Motion Instrumentation Advisory Committee and the Leadership in Energy and Environmental Design (LEED) Green Building Council.
• Consultant’s highly credentialed full-time staff of plan review engineers, supervisors, and managers shall work in the Consultant’s San Diego office.
• Consultant’s managers shall be always available for designer questions and concerns, policy decisions, problem resolution, applicant appeals, quality control, and supervision.

3. Dispute Resolution & Alternative Solutions:
• Consultant shall use a common sense approach to code interpretation, interact with citizens on a level that prevents a dispute from occurring and respond to the citizen on their terms.
• Follow up directly with individuals to make sure they know they have been heard and work with all parties to find a mutually agreed upon solution. • Employ team members and train them to deliver customer service and deescalate conflict. • In the event of a conflict, Consultant will notify the appropriate City staff immediately and make arrangements with all parties to resolve the issue.

4. Additional Consultant Obligations:
• Facilitate the permitting process from initial permit intake to final issuance of permit, to include fire plan check services as necessary. • Assist in ancillary regulations established by the State to be enforced at the permit issuance.
• Review submittal documents, request missing information and issued related permits.
• Collect appropriate fees and submit to the City.
• Maintain appropriate building permit records.
• Provide inspection scheduling and tracking to ensure code compliance.

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21 • Maintain liaison on behalf of the City with regulatory organizations. • Recommend filing legal actions against code violators and prepare complaints and data.
• Provide vehicles, vehicle maintenance and insurance for Consultant team members.
• Retain records as required by law and the City's record retention policy. • Serve as Secretary to Board of Appeals and perform the duties of that position.
• Maintain memberships and active involvement to organizations performing code regulatory work.
• Facilitate the permitting process from initial permit intake to final issuance of permit, to include fire plan check services as necessary. • Assist in ancillary regulations established by the State to be enforced at permit issuance.
• Review submittal documents, request missing information and issue.

5. City Obligations:
• All fees will be collected by the City.
• City will provide codes books for front counter use (Consultant will provide code books for Consultant team members).
• Provide office space, desk, desk chairs, file cabinets, local phone service, internet, use of copier and fax.

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22 EXHIBIT ‘B’

SCHEDULE OF CHARGES
The hourly rates herein are effective from July 1 2023 through June 30, 2024.

Hourly Billing Rates
Effective July 1, 2023
Beginning on the 1st anniversary of the Effective Date of the Agreement and annually thereafter, the hourly rates listed below shall be automatically increased based upon the annual increase in the Department of Labor, Bureau of Labor Statistics or successor thereof, Consumer Price Index (United States City Average, All Items (CPI-U), Not Seasonally adjusted, All Urban Consumers, referred to herein as the “CPI”). Such increase shall not exceed 5% per annum. The increase will become effective upon publication of the applicable CPI data. If the index decreases, the rates listed shall remain unchanged. The not-to-exceed amount listed in Section 2 of this Agreement shall be subject to the same CPI adjustment.

Schedule of Charges
Plan Review Percentage of Fee:

Complete Building Plan Review 67%
(Residential and Non-Residential)
Expedited Plan Reviews 140%
Fire, Civil, Grading, and Stormwater Plan Review
Hourly Per Schedule of Hourly Billing Rates
Specialize services beyond Building Permit Plan Review
Hourly Per Schedule of Hourly Billing Rates
Schedule of Hourly Fees:

Building Plan Check and Inspections
Position Hourly Billing Rate
Certified Building Official $150
Building Inspector III $120
• 10 or more years’ experience ICC Certified as a Commercial Combination Building Inspector and Plan Checker
Building Inspector II $110
• 5 years’ experience and ICC Certified as a Combination Building Inspector or equivalent

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23 Building Inspector I $90
• Over 1 year of experience and ICC Certified as a Building Inspector or equivalent Permit Technician $75
License Plan Review Engineer
(structural, civil, electrical, mechanical, plumbing) $145 Supervising Structural Engineer licensed SE $180
Senior Structural Engineer licensed PE $170
Senor Plans Examiner $130
ICC Plans Examiner $110
CASp Inspector Plan Review $120
Fire Protection Plan Check and Inspection:

Fire Protection Engineer $145
Senior Fire Plans Examiner $125
Fire Plan Review $110
Fire Inspector $110
Planning Services
Position On-Site Remote
Planning Manager $171 $167
Principal Planner $157 $153
Senior Planner $143 $140
Associate Planner $119 $116
Assistant Planner $86 $84
Planning Technician $71 $70

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24 EXHIBIT ‘C’

ACTIVITY SCHEDULE

TIME OF PERFORMANCE
Services will be performed during City's normal business hours excluding City holidays.

MAXIMUM TURN AROUND TIME FRAMES
INSPECTION SERVICES Perform by next business day all inspections logged by the close of business the previous business day.

INVESTIGATE CONSTRUCTION

STARTED WITHOUT A PERMIT
Perform investigation with seventy-two (72) hours
of receipt of complaint
PRE-SUBMITTAL MEETINGS Provide pre-submittal meeting to applicants

Provide comments with the following timeframes:

Day 1 = first full business day after receipt of plans and all supporting documents

PLAN REVIEW

TURNAROUND TIMES
Project Type First Plan Review Re-submittal(s)
Residential
New Construction 10 business days 5 business days
Addition 10 business days 5 business days
Remodel 10 business days 5 business days
Solar/PV 3-5 business days 3-5 business days
Non-Residential
New Construction 10 business days 5 business days
Addition 10 business days 5 business days
Remodel / Tenant
Improvement 10 business days 5 business days
Large complex commercial
projects
Turnaround Time Negotiated on a
Project-by-Project Basis
APPLICANT SATISFACTION Put a survey in place that allows applicants to provide feedback on their experience throughout the process

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25 EXHIBIT ‘D’

SUMMATION OF PROJECTS TO BE COMPLETED BY
INTERWEST CONSULTING GROUP INC.

Interwest will be continue to services per section 25 of this agreement for projects identified in this exhibit.
***A summary of Exhibit ‘D’ is separately attached. The remainder of Exhibit D is excluded from these agenda materials due to its length, but is on file with the City and will be included in the final Agreement.*** Year Plan Review Inspections Total Total Permits
2018 3 2 5 736
2019 3 21 24 2739
2020 3 12 15 1748
2021 4 58 62 2341
2022 63 503 566 2038
22-Jun 2023 209 485 694 1115
Totals 6 285 1081 1366 10717
Santee: Summation of Outstanding Plan Reviews and Inspections InterWest

Santee City CouncilJune 28, 2023

Santee City Council
June 28, 2023