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B. PLANNING AREA 11 (PUBLIC RECREATION)
Planning Area 11 consists of 24.1 acres and shall be developed for public recreation. Public recreation facilities are more fully described in Section 3.6 Parks and Recreation and in Chapter 5, Design Guidelines. General design considerations for PA-11 are as follows:
1. A primary paseo shall be provided along Mission Lakes Boulevard.
2. A secondary paseo shall be provided around PA-11 connecting to adjacent neighborhoods.
3. Formal landscaping shall be provided along that portion of Mission Lakes Boulevard bordering PA-11 that is consistent with the landscape plant palette established for Mission Lakes Boulevard. Windrows shall be provided along Street “D”.
4. Open fence shall be provided around PA-11.
5. Public park design shall be determined by site specific design executed by a landscape architect and shall meet the approval of the Planning Director.
3.5 CIRCULATION
A roadway concept has been developed for Mission Lakes as illustrated on Figure 3-2, Circulation Plan. Primary access to the project site is via Seventh Standard Road on the southern boundary of the site. The circulation system has been designed to accommodate the build-out of the Specific Plan by providing direct and convenient access throughout the community in a safe and efficient manner and has been coordinated with circulation plans for the City of Bakersfield. Additional internal streets will be built within the planning areas connecting to the circulation system shown.
A description of the concept follows. Typical Street Cross Sections are illustrated in Figure 3-3.
Detailed design of streets shall be included with tract map submittals. • Zerker Road: serves as one of two primary entrances to the Mission Lakes community from Seventh Standard Road and will be the major entrance to the regional shopping of PA-16, bisecting the planning area. Zerker Road is a continuing road from Bakersfield and will extend through Mission Lakes to the north connecting to the circulation plan of the City of Shafter. It is designated as a four-lane, divided (raised median) arterial. • Mission Lakes Boulevard: s designated as a four-lane, divided (raised median) arterial that intersects with Zerker Road at a “T” intersection in the northwest part of the community and loops around the core of the community and exists to the west in the southwest corner, providing internal access to all of the major amenities of the Mission Lakes including the major commercial areas of PA-16.
• Street “A”: is designated as a two-lane minor collector and bisects the center of the community connecting to Mission Lakes Boulevard at the northern loop and the southern loop. Street “A” will provide the primary access the elementary school of PA-4.
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• Street “B”: serves as the second primary entrance to the community and the major entrance for the residential areas. It is designated as a four-lane, divided (raised median) arterial that intersects with Mission Lakes Boulevard at PA-10 to provide a dramatic view of the most significant feature of the community, the lake.
• Street “C”: is a designated as a two-lane minor collector connecting the lake to Mission Lakes Boulevard and bisecting PA-5 and PA-6.
• Street “D”: is designated as a four-lane, divided (raised median) arterial connecting Mission Lakes Boulevard to the adjacent Coberly West Specific Plan area. • Street “E”: provides access to the north eastern portion of the Mission Lakes community as a two-lane, minor collector, connecting to Street “D”
Legend
Arterial Street (4 lane, raised median)
Minor Collector (2 lane)
Bicycle Lane
Circulation Plan Figure 3-2
not to scale
Arterial Street Cross Section (4 lane, divided)
Minor Collector Cross Section (2 lane, undivided)
* Landscape easement varies according to Paseo and Landscaping Plans.
Typical Street Cross Sections Figure 3-3
not to scale
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3.6 PARKS AND RECREATION
An important element of the Mission Lakes community is the Parks and Recreation Plan, Figure 3-4.
The parks and recreation plan provides for a variety of active and passive recreational opportunities available for the enjoyment of project residents, including public and private recreation facilities, neighborhood pocket parks and a paseo system.
3.6.1 PRIVATE RECREATION FACILITIES
The private recreation area in PA-10 will serve as the primary recreational facility for the community and is envisioned to have numerous amenities including a lake. Centrally located in the community at the intersection of a major community entry and the loop road, this area will be a focal point of the community and shall be completed prior to issuance of the certificates of occupancy for 1500 dwelling units within the Specific Plan area. Grading for the lake will begin with the initial phase on construction. Facilities to be provided within the private recreational areas shall include, but are not limited to, a community center for hosting special events, a pool and spa, restroom facilities, basketball and tennis court, tot lots, open space turf area for various activities, and barbeque facilities. A community-wide home-owners association (HOA) shall be established to provide funding for maintenance of the lake and recreation facilities. Existing local water wells will be used to supply water for the initial filling of the lake. These recreational facilities may also be annexed into the North Bakersfield Recreation and Parks District for maintenance in the future.
Smaller neighborhood pocket parks shall be incorporated into residential planning areas as depicted conceptually in Figure 3-4 to provide opportunities for passive recreation such as picnicking and neighborhood gathering. These parks shall include special landscaping such as focal elements with specimen trees, flowering shrubbery, and turf. Additional elements such as tot lots, picnic tables, benches, low fences and gates, or archways should be provided to further tie these spaces into the neighborhood character. These parks shall be a minimum of 1.0 acre in size and designed to be consistent with the design theme of the neighborhood. The home-owners association established for the community will also provide funding for maintenance of these pocket parks. Neighborhood parks shall be completed prior to issuance of 60% of the certificates of occupancy for dwelling units in the respective planning area where they are located.
3.6.2 PUBLIC PARK FACILITIES
A public park consisting of 24.1 acres is planned for PA-11 and will be constructed to City standards, with construction beginning after the issuance of the certificates of occupancy for 2,500 dwelling units within the Specific Plan area and completed before 3,000 certificates of occupancy for dwelling units have been issued. Facilities to be provided within this public park shall include, but are not limited to a tot lot and children’s play area with adjacent seating and paths, multipurpose turf, ball fields, multi-use courts that may include tennis, basketball, volleyball or will be
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handball, bike racks, restroom facilities, trash receptacles and parking. This public park shall be annexed into the North Bakersfield Parks and Recreation District for maintenance.
3.6.3 TRAILS AND PASEOS
The Parks and Recreation Plan includes a network of trails and paseos that provide an alternative mode of transportation throughout the community. Design guidelines for these trails and paseos can be found in Chapter 5. These trails and paseos provide a comprehensive system of linkages to recreation facilities, open space, schools and the commercial uses of PA-3.
North of the River Recreation Park District Page 165 of 541 Parks and Recreation Plan Figure 3-4
Legend
Public Park
Private Recreation
Primary Paseo
Secondary Paseo
Natural Trail
Lake/Open Space
not to scale
HOA
HOA
HOA
HOA
HOA HOA
HOA
HOA
HOA
HOA
P
HOA
Public
R
R
R
R
R
R
R
R
R
R
R
R
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3.7 LANDSCAPE PLAN
The landscape plan for Mission Lakes is shown in Figure 3-5 and includes locations for primary and secondary entry monuments. The character of the Mission Lakes community will be in part formed by the landscape plan. Strong landscape features along with streetscape features help integrate the diverse elements of the built environment by unifying the street scene, orienting travelers and creating a memorable image. The purpose of the plan is to establish a unified landscape framework that provides continuity throughout the Specific Plan. Four distinctive landscape themes or elements are used within the Specific Plan as follows:
• Formal Landscaping: shall be used to distinguish the major entrances to the community and the arterial streets that form the primary circulation system. Formal landscaping is characterized as a linear or patterned arrangement of trees and plants at a regular spacing interval. The pattern and plant palette for formal landscaping should be consistent throughout and recognizable to orient travelers and the community to the major land use elements of the Specific Plan.
• Groves: are situated along the eastern and western boundary of the major commercial area and along the residential portion of Seventh Standard Road. They are intended to provide a buffer between the residential areas and high intensity traffic areas. The groves shall be planted uniformly with productive or non-productive species such as olive or citrus, reflective of the traditional agricultural practices of the area. • Windrows: provide a strong visual linkage between neighborhoods and are most typically associated with the secondary paseo system linking the recreational amenities and activity centers throughout the Specific Plan. Windrows shall be informal groupings of trees and plant materials, both deciduous and evergreen, in an irregular arrangement with the purpose of providing a buffer from adjacent development and protection from wind. Tall growing trees will characterize the windrows so that they can be seen from a distance to provide orientation in the community.
• Entry Monuments: shall be placed at the major and secondary entrances where indicated on Figure 3-5 to provide a visual gateway to the Mission Lakes community. Conceptual illustrations of entry monuments can be found in Section 5.3, Landscape Design Guidelines.
3.8 WALL AND FENCE PLAN
A simple wall and fence plan for the Mission Lakes community is shown in Figure 3-6. Walls and fences are primarily placed along arterials and recreation facilities canals for safety and sound reduction. The plan identifies three distinct types of walls or fences that should be used: 1) sound wall; 2) corridor wall; and 3) open fence. In order to provide a feeling of community openness, individual developments should limit the use of solid perimeter walls and gated entrances. Details for walls and fences can be found in Section 5.3 Landscape Design Guidelines.
Lake/Open Space
Landscape Plan Figure 3-5
Legend
Windrows
Tree Groves
Primary Entry Monument
Secondary Entry Monument not to scale
Wall and Fence Plan Figure 3-6
Legend
Solid Wall
Corridor Wall
Open Fence not to scale
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3.9 GRADING CONCEPT
Grading for Mission Lakes is tailored to the existing topography of the project site. The project site is part of a flat to gently sloping alluvial plain. Soils and geologic conditions present no significant constraints to grading. The primary objectives of the grading concept are to: a) establish road grades that are consistent with those of the existing City streets around the site; b) provide stable development pads for residential and commercial structures and recreation amenities; and c) balance the cut and fill grading quantities on-site.
Grading is expected to balance on-site and will not require import or export of materials.
Approximately 1.5 million cubic yards of material will be moved overall; the entire site will balance and there will be no import or export of material. This quantity may vary as final grading plans are developed. The grading plans shall be designed to accommodate drainage and a street system that meets City of Shafter standards.
3.10 PUBLIC FACILITIES
3.10.1 WATER
The Oildale Mutual Water District (OMWD) will provide potable water service to the area. OMDW operates facilities that serve residents to a point north of Seventh Standard Road and west of State Route 99. Potable water will service the residential and commercial areas of Mission Lakes. The OMDW existing water supply is a combination of groundwater and treated surface water. It currently has excess groundwater and has expressed a willingness to consider expanding its service into the Mission Lakes area, thereby more fully utilizing its existing groundwater resources.
Mission Lakes falls within the North Kern Water Storage District, where landowners have a right to reasonable and beneficial use of the underlying groundwater. Currently farming is supported by five water wells, nine electric powered water transfer pumps, eight diesel powered water transfer units, three concrete lined ditches, and an unlined ditch that feeds from the adjacent Calloway Canal. Existing or new wells will provide secondary water for irrigation of lawns, parks and landscaped areas.
The water company’s infrastructure consists of groundwater wells, above-ground water storage tanks with booster stations, groundwater and treated surface water, and water distribution lines.
The primary connection points available for the Mission Lakes area will be from the Coberly West Specific Plan area through Street “D” and additionally along Seventh Standard Road to the east to form a looped system.
Gossamer
Grove
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The proposed water system, as shown in Figure 3-7, Master Water Plan, will include a 12-inch minimum main line in Seventh Standard Road, Zerker Road, the northern and eastern loop of Mission Lakes Boulevard, Street “B” and Street “D” connecting to the adjacent Coberly West property. Within the internal roadways, 8-inch minimum lines will serve to provide domestic service to each proposed residence and commercial tenant as well as supplying sufficient fire flows to fire hydrants placed in accordance with the Kern County Fire Department standards. The parallel system for irrigation will be developed in the same utility easement as the potable drinking water system and connecting to on-site wells located throughout the property.
3.10.2 SEWER
The City of Shafter is responsible for the collection of wastewater within its corporate limits. The City has a Joint Powers Agreement with Kern County and the North of the River Sanitary District (NORSD) for the operation of a Regional Wastewater Treatment Plant.
A proposed sewer plan consists of an extension of the already existing facilities west of the project, as shown in Figure 3-8, Master Sewer Plan. A proposed 12–inch minimum main sewer line is to be constructed in Seventh Standard Road, Zerker Road, and around the lake on Zerker Road connecting to “B” Road. Within the Specific Plan internal streets, 6” and 8” sewer mains will be utilized. The system will flow through a composition of gravity sewer lines to the Shafter-North of the River Regional Wastewater Treatment Facility, located on 160 acres along Seventh Standard Road in the southwest portion of the Planning Area of the City of Shafter General Plan. The facility provides secondary wastewater treatment.
Sewage disposal facilities shall be installed in accordance with the requirements and specifications of the City of Shafter.
3.10.3 STORM WATER
The Mission Lakes site is situated on the eastern flank, near the south end of the Great Valley Geomorphic Province. This province is a large northwesterly trending geosyncline or structural trough between the Coast Ranges and the Sierra Nevada Mountains. Erosion from both of these mountain systems has resulted in the deposition of immense thickness of sediments in the Valley floor. Heavily-laden streams from the Sierra Nevada have built very prominent alluvial fans along the margins of the San Joaquin Valley. This has resulted in a rather flat topography in the vicinity of the project site.
The southwesterly flowing Kern River is approximately 6 miles south of the site. Existing topographic relief consists of relatively flat contours, with the existing site drainage generally sheet flowing in a westerly-southwesterly direction. The site is not located within the 500-year Kern River floodplain zone. The drainage plan for Mission Lakes will be consistent with common practice in the area and City of Shafter standards.
Master Water Plan Figure 3-7
Water Main - 12” min.
Oildale Mutual
Water Company
connection
Oildale Mutual
Water Company
connection
not to scale
Master Sewer Plan Figure 3-8
North of River Sewer Main - 12” min.
Sanitation District
not to scale
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All drainage created within the Specific Plan area will be detained on-site within the specific plan and percolate into the ground. All surface runoff will be detained in on-site detention basins located within the individual tract maps submitted for approval within the planning areas. The drainage waters will be collected and then transported via underground piping systems to the detention basins.
Drainage basins shall be constructed with 1 major basin for each 160 gross acres of land, and they will be designed to allow for multiple homebuilders or areas to share the major basins. Detention basins will be designed, tested and sized at such time as the individual tentative tract maps are designed. Where possible, detention basins should be integrated into open space areas, park-like features, lineal open space swales and play fields.
Prior to final map approval, detailed drainage/hydrological studies shall be required to address onsite drainage conditions and increased runoff flows associated with proposed land uses on a subdivision-level basis. Drainage facilities within public road right-of-ways and drainage easements are proposed to be maintained by the City of Shafter.
3.11 PUBLIC SERVICES
The following information is a brief summary of services to be provided to Mission Lakes. A more detailed discussion of facilities and service availability is presented in the Environmental Impact Report (EIR) for the General Plan update.
A. POLICE AND FIRE PROTECTION
Acreage for police and/or fire facilities shall be provided within the Specific Plan area as required by the City of Shafter/Kern County and shall be a permitted use in all areas.
B. PUBLIC SCHOOLS
Mission Lakes is divided between the Richland and Norris Elementary School Districts. A location for an elementary school will be provided within the Specific Plan in PA-4 and additional facilities are currently planned just north of Mission Lakes within the Richland Elementary School District on the Bidart property. This school will also serve the Mission Lakes community. Older students from Mission Lakes will attend a planned Middle School to be located within the PA-1. The North High School District will serve high school students.
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C. UTILITIES
Mission Lakes will be served with telephone, cable internet (data), electric, natural gas, and solid waste collection service from private companies serving the area as detailed below:
UTILITY PROVIDER
Electricity PG&E
Gas Southern California Gas Co.
Water Oildale Mutual Water District
Sewer City of Shafter
Solid Waste City of Shafter
Telephone SBC
Cable BrightHouse
AT&T
Spectrum
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4.0 DEVELOPMENT STANDARDS AND REGULATIONS
4.1 GENERAL PROVISIONS
The following Development Standards and Regulations implement the planning and design concepts of this Specific Plan. These standards and regulations address site development issues and provide the basic criteria that govern all development within the boundaries of Mission Lakes.
Development within the Specific Plan shall be subject to the review processes discussed in Chapter 6 of this Specific Plan. Any standard or regulation contained herein that differs from the City of Shafter Municipal Code shall take precedence over, and supersede, the City of Shafter Municipal Code, unless otherwise prohibited. Any standard or regulation of the City of Shafter Municipal not covered by this Specific Plan in the areas of site development, administration, review procedures, environmental review, and parking regulations shall apply to this Specific Plan. Where a discrepancy occurs that unreasonably restricts the implementation of this Specific Plan, a Specific Plan Amendment shall be required.
4.1.1 DEFINITION OF TERMS
All terms used in this document shall have the same definitions as provided in the City of Shafter Municipal Code, Zoning Ordinance, Section 1.190, except where altered in the definitions provided below:
• Abutting, Adjoining, Adjacent. Having district boundaries or lot lines in common, however, where properties would have had lot lines in common except for the existence of an alley, the lot lines of those properties are considered to be abutting, adjoining, or adjacent. • Accessory Structure. Any subordinate structure or portions of the main structure, the use of which is incidental to that of the main structure on the same lot or premises, and which is used exclusively by the occupants of the main structure. An accessory structure may be erected only after the principal structure is established. • Acreage, Gross. The total fee ownership of a parcel or land area including any easements. • Acreage, Net. The land area which remains after dedication of ultimate rights-of-ways for 1) exterior boundary streets, 2) flood control rights-of-way, and 3) easements. • Active Recreational Uses. Facilities occurring in a planned development or Specific Plan which are designed to provide individual or group activities of an active nature including, but not limited to, sports fields, court games, swimming pools, children’s play areas, picnic areas, golf courses, and recreational community gardening. Active recreational uses do not
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include natural open space, nature study areas, open space for buffer areas, riding and hiking trails, water courses or drainage areas.
• Alley. A secondary means of access to property, generally located at the rear or side of the property. An alley is not intended for general circulation traffic. • Architectural Features. Any portion of the outer surface of a structure, including, but not limited to, the kind, color and texture of the building material, the type and style of windows, doors, lights, signs, walls, fences, awnings, canopies, screens, sculptures, decoration, roof shape and materials, and other fixtures appurtenant to a structure. • Architectural Projections. A marquee, fireplace, chimney, porch, canopy, or similar projection of a building.
• Building Height. The vertical distance from the grade to the highest point of the coping of a flat roof or to the deck line of a mansard roof or to the highest point of the highest gable of a pitch or hip roof, but exclusive of vents, air conditioners, chimneys, or other such incidental appurtenances.
• Coverage, Lot or Site. “Lot or Site Coverage” shall mean the ratio between the ground floor area of the building or buildings and the lot area.
• Density. The number of permanent dwelling units per unit of land. • Dwelling, Multi-Family. A building containing two or more dwelling units; or two more dwelling units, either attached or detached, on one lot. • Dwelling, Single-Family. A building containing one dwelling unit on one lot. • Easement. The right to use property owned by another for specific purposes or to gain access to another property. For example, utility companies may have easements on private properties to be able to install and maintain utility facilities. • Floor Area, Gross. The total enclosed area of all floors of a building measured to the inside face of the exterior walls including halls, stairways, elevator shafts at each floor level, service and mechanical equipment rooms, and basement or attic areas having a height of more than 7 feet, but excluding area used exclusively for vehicle parking or loading. • Floor Area, Net. The total building floor area excluding garages, hallways, lobbies, elevators, and other common spaces.
• Frontage, Building. The side or face of the building which is parallel to or is at an angle of 45 degrees or less to a public street or a public parking area.
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• Frontage, Road. A minor street which is parallel to, and adjacent to an arterial street or freeway, and which provides access to abutting properties and protection from through and fast traffic.
• Frontage, Street or Highway. That portion of a lot or parcel of land which borders and has access to a public street, highway, or parkway. The frontage shall be measured along the common lot line separating the lot or parcel of land from the public street, highway, or parkway.
• Garage. A permanently roofed structure with 3 enclosed sides and a garage door which is used for automobile shelter and storage.
• Lot. A site or parcel of land under one ownership having frontage upon a street, other than an alley, or a private easement determined by the Public Works Manager to be adequate for purposed of access.
• Lot Area. The horizontal area within the property lines excluding area to be included in future street right-of-way as established by dedication. • Lot, Corner. A site bounded by 2 or more adjacent street lines that have an angle of intersection of not more than 135 degrees.
• Lot Depth. The average horizontal distance between the front and rear lot lines measured in the mean direction of the side lot lines.
• Lot, Double Frontage. An interior lot having frontage on more than one street. • Lot, Flag or Corridor. A lot with access provided to the bulk of the lot by means of a narrow corridor.
• Lot, Interior. A lot other than a corner lot.
• Lot, Reversed Corner. A corner lot the side line of which is substantially a continuation of the front property line of the first lot to its rear.
• Lot Line. A line of record that divides one lot from another lot or from a public or private street or any other public space.
• Lot Width. The average horizontal distance between the side lot lines, measured at right angles to the lot depth as a point midway between the front and rear lot lines. • Open Space, Common. An open space within a residential development reserved for the exclusive use of residents of the development and their guests. • Open Space, Private. A usable open space adjoining and directly accessible to a dwelling unit, reserved for the exclusive use of residents of the dwelling unit and their guests.
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• Open Space, Usable. Outdoor space which serves a recreational function or provides visual relief from the building mass, the minimum dimension of which shall be 6 feet excluding required front yards.
• Project. Any proposal for new or changed use, or for new construction, alteration or enlargement of any structure, that is subject to the provisions of this Specific Plan. • Property Line, Front. The shortest boundary line of a lot which is coterminous with a street line. Boundary lines of a double frontage lot which are coterminous with street lines shall be front lines and shall both meet minimum front yard set back requirements. When the boundary lines of a corner lot, which are coterminous with street lines, are of equal or substantially equal lengths, the front line shall be determined by the Planning Director. In determining the front line, the Planning Director shall take into consideration the character of the improvements in the neighborhood of the lot, the relative impact to abutting property owners from the establishment of either of such boundaries as a front line, the character of the building proposed to be constructed and the distance that the buildings are set back from the lines of the two streets on which the lot in question abuts. • Property Line, Interior. A lot line not abutting a street. • Property Line, Rear. A lot line that is parallel or approximately parallel to the front lot line.
Where no lot line is within 45 degrees of being parallel to the front lot line, a line 10 feet in length within the lot, parallel to and at the maximum possible distance from the front lot line, shall be deemed the rear lot line for the purpose of measuring rear yard depth. • Property Line, Side. Any lot line that is not a front lot line or a rear lot line. • Property Line, Streetside. A side lot line abutting a street. • Site. A lot or group of contiguous lots not divided by an alley, street, other right-of-way or city limit that is proposed for development in accord with the provisions of this Specific Plan and/or the Shafter Zoning Ordinance, Title 17, and is in a single ownership or has multiple owners, all of whom join in an application for development. • Specific Plan. A plan as defined in California Government Code 65450. • Structure. Anything constructed or erected that requires a location on the ground, including a building, but not including a fence or a wall used as a fence if the height does not exceed 6 feet, or access drives, or walks, or swimming pools.
• Yard or Court. An open space on the same site as a structure, unoccupied, and unobstructed by structures from the ground upward or from the floor level of the structure requiring the yard or court upward except as otherwise provided in this title, including a front yard, side yard, rear yard, or court between structures.
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• Yard, Front. A yard extending the full width of a site, the depth of which is the minimum horizontal distance between the front property line and a line parallel thereto on the site.
The front yard of a corner lot is the yard adjacent t the shortest street frontage. • Yard, Rear. A yard extending across the full width of a site, the depth of which is the minimum horizontal distance between the rear property line and a line parallel thereto on the site, except that on a corner lot the rear yard shall extend only to the side yard abutting a street.
• Yard, Side. A yard extending from the rear line of the required front yard, or the front property line of the site where no front yard is required, to the front of the line of the required rear yard, or the rear property line if the site where no rear yard is required, the width of which is the horizontal distance between the side property line and line parallel thereto on the site, except that the side yard on the street side of a corner lot shall extend to the rear lot line.
4.1.2 GENERAL NOTES
1. The maximum number of residential dwelling units permitted by the Mission Lakes Specific Plan shall be 5,334. The approximate number of dwelling units within each residential planning area is established on the Mission Lakes Land Use Plan, Figure 3-1.
Each planning area contains a target gross density and an approximate number of dwelling units. During the site plan and tentative map stage of design, the actual number of dwelling units allocated to a particular planning area may slightly differ from the number shown on Figure 3-1. Up to 15% of The detached units in Planning Areas 1-9 may be transferred among these planning areas, provided the maximum unit count forthe Specific Plan as a whole does not exceed 4,089 units. With prior written approval of the Planning Director up to 10% of the medium density (MDR) and medium high density (MHDR) units in planning areas 12-15 may be transferred among these planning areas, provided the maximum unit count for those planning areas, as a whole, does not exceed 1,245 dwelling units.
2. Minor boundary, density, and acreage variations (up to 10%) in the planning areas shall be permitted, subject to approval of the Planning Director, without an amendment to the Specific Plan document.
3. General development standards contained in Chapters 10 through 14 of the Municipal Code, Title 17 of the City of Shafter, shall be applicable to performance standards, parking, signage, swimming pools and other specific uses, accessory structures and other general development in the Specific Plan area.
4. Special use regulations; additional development standards for condos, townhouses, and apartment developments; and specific development standards contained in Title 17, Chapter 4 of the Municipal Code shall be applicable to the Specific Plan area. Specific
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development standards include parking requirements, landscaping, open space, private open space, pedestrian circulation, security fencing, laundry facilities, lighting, trash collection areas, security devices, and maximum number and dimension of connecting units. Where a discrepancy occurs, the standards and regulations contained in this section of the Specific Plan document shall supersede Title 17, Chapter 4 of the Municipal Code.
5. All private streets within the Specific Plan shall be permanently reserved and maintained for their intended purpose by a means acceptable to and enforceable by the City of Shafter.
Access for emergency vehicles shall be maintained at all times.
6. Staggered building placement required for variation in streetscape shall not encroach into the minimum required setback area for any given lot (variations in building footprints shall be set back from the minimum front yard setback required).
7. Additional wells may be required throughout the Specific Plan for irrigation water and development and operation of these wells shall be allowed uses anywhere within the Specific Plan and shall meet approval conditions established by the Public Works manager.
4.2 DEVELOPMENT STANDARDS AND REGULATIONS
The following Section sets forth development standards for all land uses within the Mission Lakes community. All setbacks established by this Chapter, unless otherwise noted below, shall be measured from the property line. A variety of residential lot sizes may be developed within each planning area provided that the maximum number of units designated for each planning area as stated in Table 3-1 is not exceeded. The planning area where the specific lot sizes described below shall be used is indicated in parenthesis behind the lot size. There is no maximum lot coverage established for any residential zone or lot size. Additional wells for irrigation water may be required throughout the Specific Plan
4.2.1 LOW DENSITY RESIDENTIAL (LDR)
The following lot sizes shall be allowed in the Low Density Residential (LDR) zone: 7,200 square feet, 6,000 square feet, 5,000 square feet and 4,000 square feet. The LDR zone consists of Planning Areas 1-9. Permitted and conditionally permitted uses in the LDR zone shall be those allowed under the R-1 (Low Density) Residential District (zone) of the Municipal Code of the City of Shafter with the exception of private neighborhood pocket parks and educational facilities which shall be a permitted use in any planning area.
A. MINIMUM 7,200 S.F. LOT (PLANNING AREAS 1-9)
The following standards are applicable where ever minimum 7,200 square foot lots are planned in the LDR zone in the Mission Lakes Specific Plan. These standards are summarized in Table 4-1 and shown in Figure 4-1. The standards presented here shall apply to any lot size of 7,200 square feet up to but not including 10,000 square feet.
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(1) Minimum Lot Size
The minimum residential lot size shall be a minimum 7,200 square feet. (2) Minimum Lot Width
Minimum lot width shall be (a) 60 feet for interior lots; (b) 60 feet for corner lots; (c) 30 feet for cul-de-sac lots along the arc of the front property line; and (d) 30 feet for knuckle and flag lots along the arc of the front property line.
(3) Minimum Lot Depth
Lot depth shall be a minimum of 90 feet, 75 feet for cul-de-sac lots, flag lots or lots fronting on a knuckle. For purposes of this requirement, each side of the lot may be averaged if one side is longer than the other to determine the lot depth. (4) Front Yard Setback
Minimum front yard setback from the front property line to the habitable portion of the structure shall be (a) 20 feet for lots adjacent to a straight street and flag lots; and (b) 20 feet for cul-de-sac or knuckle lots and (c) 15 feet to open porch. (5) Front Yard Setback – Garage
Side-entry garages shall maintain a minimum front yard setback of (a) 20 feet from the garage to the front property line; and (b) 20 feet from the garage door to the front property line for front entry garages. Side-entry garages shall also maintain a minimum lot width of 60 feet for adequate entry/exit.
(6) Rear Yard Setback
Required rear yard shall be (a) 15 feet for a lot with no alley; and (b) 5 feet for a lot with an alley and (c) 10 feet to open patio cover.
(7) Side Yard Setback – Interior Lot
Minimum side yard setback for interior lots shall be (a) 5 feet for one-story homes; cul-desac lots and knuckle lots; (b) 5 feet for any portion of a structure exceeding one story. (8) Side Yard Setback – Corner Lot/Reverse Corner Lot
Minimum side yard setback shall be (a) 10 feet for corner lots; and (b) 15 feet for reverse corner lots. Garage loading on street side yards shall require a 20-foot setback from property line to garage.
10 45 50
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(9) Minimum Building Separation – Interior Side Yard
The minimum side yard separation between primary structures on adjacent lots shall be 10 feet for adjacent two-story homes. Side yard separation standards do not apply to accessory structures.
(10) Maximum Building Height
No building shall exceed a height of 38 feet. An architectural projection, such as a chimney or tower, may exceed the maximum building height but shall not exceed a height of 40 feet.
(11) Minimum Dwelling Unit size
Minimum dwelling unit size shall be 1,400 square feet.
(12) Architectural Projections
No portion of any building may protrude into the front setback unless the following conditions are met:
• Architectural projections, such as porch roofs, awnings, canopies, and roof overhangs, may project over the required front yard setback, but not more than 10 percent thereof.
• Uncovered porches, platforms, or landing places that do not extend above the level of the first floor of the building may extend into any front yard not more than 6 feet, an openwork railing not more than 30 inches in height may be installed or constructed on any such porch, platform, or landing place.
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TABLE 4-1
DEVELOPMENT STANDARDS SUMMARY:
7,200 SQUARE FOOT LOTS
PLANNING AREAS PA-1 TO PA-9
DEVELOPMENT STANDARDS
Minimum Lot Area 7,200 s.f.
Minimum Lot Width:
(a) Interior
(b) Corner lots
(c) Cul-de-sac lots
(d) Knuckle lots and flag along the arc of the front property line (e) Lots with side-entry garages
60 ft.
60 ft.
30 ft.
30 ft.
60 ft.
Minimum Lot Depth:
(a) Front loaded lot. 90 ft.
Minimum Front Yard Setback:
(a) Front property line to habitable portion of the structure: straight street and flag lots (b) Front property line to habitable portion of the structure: cul-de-sac (c) Front property line to habitable portion of the structure: knuckle lot (d) To open porch
20 ft.
20 ft.
20 ft.
15 ft.
Minimum Front Yard Setback: Garage
(a) side entry
(b) front entry
20 ft.
20 ft.
Minimum Rear Yard Setback to habitable structure:
(a) No alley
(b) With alley
(c) For open patio cover (one- or two-story)
15 ft.
5 ft.
10 ft.
Minimum Side Yard Setback
(a) Side yard setback – interior lot
(b) Corner lot
(c) Reverse corner lot
(d) Garage loaded side yard on corner or reverse corner lots 5 ft.
10 ft.
15 ft.
20 ft.
Minimum Building Separation – interior side yard:
(a) Between adjacent two-story structures
(b) Between one-story and any adjacent structure
10 ft.
10 ft.
Maximum Building Height
(a) with architectural projections
38 ft.
40 ft.
10 ft.
45 ft.
50 ft.
Note: If an interior lot's width is 45-feet to less than 60-feet on a proposed 7,200 square foot lot, then the Development Standards for a 4,000 square foot lot (Table 4-4) shall apply.The Development Standards for a Reversed Corner Lot Minimum Side Yard Setback shall be 10-feet for corner lots and reversed corner lots.
Development Standards - 7,200 S.F. Lots Figure 4-1
not to scale NOTE: This prototype site plan is conceptual in nature and is only one of many design solutions that are permitted in this land use designation.
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B. MINIMUM 6,000 S.F. LOT (PLANNING AREAS 1-9)
The following standards are applicable where ever minimum 6,000 square foot lots are planned in the LDR zone in the Mission Lakes Specific Plan. These standards are summarized in Table 4-2 and shown in Figure 4-2. The standards presented here shall apply to any lot size of 6,000 square feet up to but not including 7,200 square feet.
(1) Minimum Lot Size
The minimum residential lot size shall be a minimum 6,000 square feet. (2) Minimum Lot Width
Minimum lot width shall be (a) 55 feet for interior lots; (b) 60 feet for corner lots; (c) 30 feet for cul-de-sac lots along the arc of the front property line; and (d) 30 feet for knuckle and flag lots along the arc of the front property line.
(3) Minimum Lot Depth
Lot depth shall be a minimum of 75 feet, 70 feet for cul-de-sac lots, flag lots or lots fronting on a knuckle. For purposes of this requirement, each side of the lot may be averaged if one side is longer than the other to determine the lot depth. (4) Front Yard Setback
Minimum front yard setback from the front property line to the habitable portion of the structure shall be (a) 18 feet for lots adjacent to a straight street and flag lots; and (b) 20 feet for cul-de-sac or knuckle lots and (d) 10 feet to open porch. (5) Front Yard Setback – Garage
Side-entry garages shall maintain a minimum front yard setback of (a) 15 feet from the garage to the front property line; and (b) 20 feet from the garage door to the front property line for front entry garages. Side-entry garages shall also maintain a minimum lot width of 55 feet for adequate entry/exit.
(6) Rear Yard Setback
Required rear yard shall be (a) 15 feet for a lot with no alley; and (b) 5 feet for a lot with an alley and (c) 10 feet to open patio cover.
(7) Side Yard Setback – Interior Lot
Minimum side yard setback for interior lots, cul-de-sac lots, and knuckle lots shall be (a) 5 feet for one- and two-story homes.
45 50
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(8) Side Yard Setback – Corner Lot/Reverse Corner Lot
Minimum side yard setback for shall be (a) 10 feet for corner lots; and (b) 15 feet for reverse corner lots. Garage loading on street side yards shall require a 20-foot setback from property line to garage.
(9) Minimum Building Separation – Interior Side Yard
The minimum side yard separation between primary structures on adjacent lots shall be 10 feet for adjacent two-story homes. Side yard separation standards do not apply to accessory structures.
(10) Maximum Building Height
No building shall exceed a height of 38 feet. An architectural projection, such as a chimney or tower, may exceed the maximum building height but shall not exceed a height of 40 feet.
(11) Minimum Dwelling Unit Size
Minimum dwelling unit size shall be 1,100 square feet. No more than 25% of dwelling units shall be at the minimum size of 1,100 square feet in any planning area. (12) Architectural Projections
No portion of any building may protrude into the front setback unless the following conditions are met:
• Architectural projections, such as porch roofs, awnings, canopies, and roof overhangs, may project over the required front yard setback, but not more than 10 percent thereof.
• Uncovered porches, platforms, or landing places that do not extend above the level of the first floor of the building may extend into any front yard not more than 6 feet, an openwork railing not more than 30 inches in height may be installed or constructed on any such porch, platform, or landing place. 10
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TABLE 4-2
DEVELOPMENT STANDARDS SUMMARY:
6,000 SQUARE FOOT LOTS
PLANNING AREA (S) PA-1 TO PA-9
DEVELOPMENT STANDARD
Minimum Lot Area 6,000 s.f.
Minimum Lot Width:
(a) Interior
(b) Corner lots
(c) Cul-de-sac lots
(d) Knuckle lots and flag along the arc of the front property line (e) With side-entry garages
55 ft.
60 ft.
30 ft.
30 ft.
55 ft.
Minimum Lot Depth:
(a) Front loaded lot
(b) Cul-de-sac
75 ft.
70 ft.
Minimum Front Yard Setback:
(a) Front property line to habitable portion of the structure: straight street and flag lots (b) Front property line to habitable portion of the structure: cul-de-sac (c) Front property line to habitable portion of the structure: knuckle lot (d) To open porch
18 ft.
20 ft.
20 ft.
10 ft.
Minimum Front Yard Setback: Garage
(a) side entry
(b) front entry
15 ft.
20 ft.
Minimum Rear Yard Setback to habitable structure:
(a) No alley
(b) With alley
(c) For open patio cover (one or two-story)
15 ft.
5 ft.
10 ft.
Minimum Side Yard Setback
(a) Side yard setback – interior lot
(b) Corner lot
(c) Reverse corner lot
(d) Garage loaded side yard on corner or reverse lot
5 ft.
10 ft.
15 ft.
20 ft.
Minimum Building Separation – interior side yard:
(a) Between adjacent two-story structures
(b) Between one-story and any adjacent structure
10 ft.
10 ft.
Maximum Building Height
(a) with architectural projections
38 ft.
40 ft.
Note: If an interior lot's width is 45-feet to less than 60-feet on a proposed 6,000 square foot lot, then the Development Standards for a 4,000 square foot lot (Table 4-4) shall apply.The Development Standards for a Reversed Corner Lot Minimum Side Yard Setback shall be 10-feet for corner lots and reversed corner lots.
45 ft.
50ft.
10 ft.
Development Standards - 6,000 S.F. Lots Figure 4-2
not to scale NOTE: This prototype site plan is conceptual in nature and is only one of many design solutions that are permitted in this land use designation.
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C. MINIMUM 5,000 S.F. LOT (PLANNING AREAS 1-9)
The following standards are applicable where ever minimum 5,000 square foot lots are planned in the LDR zone in the Mission Lakes Specific Plan. These standards are summarized in Table 4-3 and are shown in Figure 4-3. The standards presented here shall apply to any lot size of 5,000 square feet up to but not including 6,000 square feet.
(1) Minimum Lot Size
The minimum residential lot size shall be 5,000 square feet, including easements. (2) Minimum Lot Width
Minimum lot width shall be (a) 50 feet for interior lots and flag lots; (b) 55 feet for corner lots; (c) 35 feet for cul-de-sac lots along the arc of the front property line; and (d) 35 feet for knuckle lots along the arc of the front property line.
(3) Minimum Lot Depth
Lot depth shall be a minimum of 75 feet, 70 feet for cul-de-sac lots, flag lots or lots fronting on a knuckle. For purposes of this requirement, each side of the lot may be averaged if one side is longer than the other to determine the lot depth. (4) Front Yard Setback
Minimum front yard setback from the front property line to the habitable portion of the structure shall be (a) 16 feet for lots adjacent to a straight street and flag lots; and (b) 20 feet for cul-de-sac or knuckle lots and (d) 10 feet to open porch. (5) Front Yard Setback – Garage
Side-entry garages shall maintain a minimum front yard setback of (a) 15 feet from the garage to the front property line; and (b) 20 feet from the garage door to the front property line for front entry garages. Side-entry garages shall also maintain a minimum lot width of 55 feet for adequate entry/exit.
(6) Rear Yard Setback
Required rear yard setback shall be (a) 10 feet for a lot with no alley; and (b) 5 feet for a lot with an alley and (c) 10 feet to open patio cover.
(7) Side Yard Setback – Interior Lot
Minimum side yard setback for interior lots, cul-de-sac or knuckle lots shall be (a) 5 feet for one- or two-story homes; and (b) 5 feet for any portion of a structure exceeding one story.
10 45 50
30
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(8) Side Yard Setback – Corner Lot/Reversed Corner Lot
Minimum side yard setback for shall be (a) 10 feet for corner lots; and (b) 15 feet for reverse corner lots.
(9) Minimum Building Separation – Interior Side Yard
The minimum side yard separation between primary structures on adjacent lots shall be 10 feet for adjacent two-story homes. Side yard separation standards do not apply to accessory structures.
(10) Maximum Building Height
No building shall exceed a height of 38 feet. An architectural projection such as a chimney or tower may exceed the maximum building height, but shall not exceed a height of 40 feet.
(11) Minimum Dwelling Unit Size
Minimum dwelling unit size shall be 1,000 square feet. No more than 35% of dwelling units shall be at the minimum of 1,000 square feet in any planning area. (12) Architectural Projections
No portion of any building may protrude into the front setback unless the following conditions are met:
• Architectural projections, such as porch roofs, awnings, canopies, and roof overhangs, may project over the required front yard setback, but not more than 10 percent thereof.
• Uncovered porches, platforms, or landing places that do not extend above the level of the first floor of the building, may extend into any front yard not more than 6-feet, an openwork railing not more than 30 inches in height may be installed or constructed on any such porch, platform, or landing place. 10
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TABLE 4-3
DEVELOPMENT STANDARDS SUMMARY:
5,000 SQUARE FOOT LOTS
PLANNING AREA (S) PA-1 TO PA-9
DEVELOPMENT STANDARD
Minimum Lot Area 5,000 s.f.
Minimum Lot Width::
(a) Interior
(b) Corner lots
(c) Cul-de-sac lots
(d) Knuckle lots and flag along the arc of the front property line (e) With side-entry garages
50 ft.
60 ft.
30 ft.
30 ft.
55 ft.
Minimum Lot Depth:
(a) Front loaded lot
(b) Cul-de-sac lot
75 ft.
70 ft.
Minimum Front Yard Setback:
(a) Front property line to habitable portion of the structure: straight street and flag lots (b) Front property line to habitable portion of the structure: cul-de-sac (c) Front property line to habitable portion of the structure: knuckle lot (d) To open porch
16 ft.
20 ft.
20 ft.
10 ft.
Minimum Front Yard Setback: Garage
(a) side entry
(b) front entry
15 ft.
20 ft.
Minimum Rear Yard Setback to habitable structure:
(a) No alley
(b) With alley
(c) For open patio cover (one- or two-story)
10 ft.
5 ft.
10 ft.
Minimum Side Yard Setback
(a) Side yard setback – interior lot
(b) Corner lot
(c) Reverse corner lot
(d) Garage loaded side yard on corner or reverse lot
5 ft.
10 ft.
15 ft.
20 ft.
Minimum Building Separation – interior side yard:
(a) Between adjacent two-story structures
(b) Between one-story and any adjacent structure
10 ft.
10 ft.
Maximum Building Height
(a) with architectural projections
38 ft.
40 ft.
Note: If an interior lot's width is 45-feet to less than 60-feet on a proposed 5,000 square foot lot, then the Development Standards for a 4,000 square foot lot (Table 4-4) shall apply.The Development Standards for a Reversed Corner Lot Minimum Side Yard Setback shall be 10-feet for corner lots and reversed corner lots.
45 ft.
50 ft.
10 ft.
Development Standards - 5,000 S.F. Lots Figure 4-3
not to scale NOTE: This prototype site plan is conceptual in nature and is only one of many design solutions that are permitted in this land use designation.
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D. MINIMUM 4,000 S.F. LOT (PLANNING AREA 1-9)
The following standards are applicable where ever minimum 4,000 square foot lots are planned in the LDR zone in the Mission Lakes Specific Plan. These standards are summarized in Table 4-4 and are shown in Figure 4-4. The standards presented here shall apply to any lot size of 4,000 square feet up to 5,000 square feet.
(1) Minimum Lot Size
The minimum residential lot size shall be a minimum 4,000 square feet. (2) Minimum Lot Width
Minimum lot width shall be (a) 50 feet for interior lots and flag lots; (b) 55 feet for corner lots; (c) 35 feet for cul-de-sac lots along the arc of the front property line; and (d) 35 feet for knuckle lots along the arc of the front property line.
(3) Minimum Lot Depth
Lot depth shall be a minimum of 75 feet, 70 feet for cul-de-sac lots, flag lots or lots fronting on a knuckle. For purposes of this requirement, each side of the lot may be averaged if one side is longer than the other to determine the lot depth. (4) Front Yard Setback
Minimum front yard setback from the front property line to the habitable portion of the structure shall be (a) 15 feet for lots adjacent to a straight street and flag lots; and (b) 18 feet for cul-de-sac or knuckle lots and (c) 10 feet for alley loaded. Minimum front yard setback from property line to open porch shall be 8 feet.
(5) Front Yard Setback – Garage
Side-entry garages shall maintain a minimum front yard setback of (a) 10 feet from the garage to the front property line; and (b) 20 feet from the garage door to the front property line for front entry garages. Side-entry garages shall also maintain a minimum lot width of 55 feet for adequate entry/exit.
(6) Rear Yard Setback
Required rear yard shall be (a) 5 feet for a lot with no alley; and (b) 0 feet for a lot with an alley.
(7) Side Yard Setback – Interior Lot
Minimum side yard setback for interior lots shall be (a) 5 feet for one-story homes; and (b) 5 feet for any portion of a structure exceeding one story. 45 50
30
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(8) Side Yard Setback – Corner Lot/Reverse Corner Lot
Minimum side yard setback for shall be (a) 10 feet for corner lots; and (b) 10 feet for reverse corner lots.
(9) Minimum Building Separation – Interior Side Yard
The minimum side yard separation between primary structures on adjacent lots shall be 10-feet for adjacent two-story homes. Side yard separation standards do not apply to accessory structures.
(10) Maximum Building Height
No building shall exceed a height of 38 feet. An architectural projection, such as a chimney or tower, may exceed the maximum building height but shall not exceed a height of 40 feet.
(11) Minimum Dwelling Unit Size
Minimum dwelling unit size shall be 1,000 square feet.
(12) Architectural Projections
No portion of any building may protrude into the front setback unless the following conditions are met:
• Architectural projections, such as porch roofs, awnings, canopies, and roof overhangs, may project over the required front yard setback, but not more than 10 percent thereof.
• Uncovered porches, platforms, or landing places that do not extend above the level of the first floor of the building may extend into any front yard not more than 6 feet, an openwork railing not more than 30 inches in height may be installed or constructed on any such porch, platform, or landing place.
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TABLE 4-4
DEVELOPMENT STANDARDS SUMMARY:
4,000 SQUARE FOOT LOTS
PLANNING AREA (S) PA-1 TO PA-9
DEVELOPMENT STANDARD
Minimum Lot Area 4,000 s.f.
Minimum Lot Width::
(a) Interior
(b) Corner lots
(c) Cul-de-sac lots.
(d) Knuckle lots and flag along the arc of the front property line. (e) With side-entry garages
50 ft.
55 ft.
35 ft.
35 ft.
55 ft.
Minimum Lot Depth:
(a) Front loaded lot.
(b) Cul-de-sac lot
75 ft.
70 ft.
Minimum Front Yard Setback:
(a) Front property line to habitable portion of the structure: straight street and flag lots (b) Front property line to habitable portion of the structure: cul-de-sac (c) Front property line to habitable portion of the structure: knuckle lot (d) Alley loaded
(e) To open porch
15 ft.
18 ft.
18 ft.
10 ft.
8 ft.
Minimum Front Yard Setback: Garage
(a) side entry
(b) front entry
10 ft.
20 ft.
Minimum Rear Yard Setback to habitable structure:
(a) No alley
(b) With alley.
(c) To open patio cover (two-story)
(d) To open patio cover (one-story)
0 ft.
5ft.
5 ft.
3 ft.
Minimum Side Yard Setback
(a) Side yard setback – interior lot
(b) Corner lot
(c) Reverse corner lot
(d) Garage loaded side yard on corner or reverse lot
5 ft.
10 ft.
10 ft.
20 ft.
Minimum Building Separation – interior side yard:
(a) Between adjacent two-story structures.
(b) Between one-story and any adjacent structure.
10 ft.
10 ft.
Maximum Building Height
(a) with architectural projections
38 ft.
40 ft.
45 ft.
50 ft.
30 ft.
Development Standards - 4,000 S.F. Lots Figure 4-4
not to scale NOTE: This prototype site plan is conceptual in nature and is only one of many design solutions that are permitted in this land use designation.
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4.2.2 MEDIUM DENSITY RESIDENTIAL (MDR)
The following development standards shall be allowed in Medium Density Residential (MDR) zone: Garden Court and Townhouse. The MDR zone consists of Planning Areas 12 and 13.
Permitted and conditionally permitted uses in MDR shall be those allowed under in the R-2 (Medium Density) Residential District of the Municipal Zoning Code of the City of Shafter.
A. GARDEN COURT (PA 12 AND PA-13)
The following standards are applicable wherever Garden Court development is planned within PA-12 and PA 13 in the Mission Lakes Specific Plan. These standards are summarized in Table 4-5 and shown in Figure 4-5.
(1) Minimum Lot Size
Minimum lot size shall be 2,800 square feet, including easements. (2) Minimum Lot Width
Minimum lot width shall be 35 feet.
(3) Minimum Lot Depth
Minimum lot depth shall be 70 feet.
(4) Front Yard Setback
Minimum front yard setback from the front property line to the habitable portion of the structure shall be 10 feet. Porches located within the front yard shall have a minimum setback of 8 feet. The minimum distance house to house in the front shall be 40 feet. (5) Rear Yard Setback
Alley entry garages shall maintain a minimum rear yard setback of 5 feet measured from the garage to the property line. Rear yard setback to residential living area shall be 10 feet.
Rear yard setback for an open patio cover (one- or two-story) shall be 5 feet. (6) Side Yard Setback
Minimum side yard setback shall be 5 feet. Minimum distance between structures shall be 10 feet, excluding projections described in number (10).
Side yard width on a corner lot shall not be less than 8 feet and shall extend the full length of the lot, excluding the corner lot cutout.
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(7) Minimum Building Separation
The minimum building separation between adjacent two-story structures shall be 10 feet.
The minimum building separation between one-story and any adjacent primary structures shall be 10 feet.
(8) Minimum Dwelling Unit Size
Minimum dwelling unit size shall be 850 square feet.
(9) Maximum Building Height
No building shall exceed a height of 38 feet. An architectural projection, such as a chimney or tower, may exceed the maximum building height but shall not exceed a height of 40 feet.
(10) Architectural Projections
No portion of any building may protrude into the front setback unless the following conditions are met:
• Architectural projections, such as porch roofs, awnings, canopies, and roof overhangs, may project over the required front yard setback, but not more than 10 percent thereof.
• Uncovered porches, platforms, or landing places that do not extend above the level of the first floor of the building may extend into any front yard not more than 6 feet, an openwork railing not more than 30 inches in height may be installed or constructed on any such porch, platform, or landing place. (11) Guest Parking
Guest parking shall be provided at a ratio of one-half (0.50) space per unit in offstreet/non-alley parking areas.
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TABLE 4-5
DEVELOPMENT STANDARDS SUMMARY:
GARDEN COURT
PLANNING AREA (S) PA-12, PA-13
DEVELOPMENT STANDARD
Minimum Lot Area 2,800 s.f.
Minimum Lot Width: 35 ft.
Minimum Lot Depth: 70 ft.
Minimum Front Yard Setback:
(a) Front property line to habitable portion of the structure (b) Front property line to porch
10 ft.
8 ft.
Minimum Distance Between Habitable Structures – Front Yard 40 ft.
Minimum Rear Yard Setback:
(a) To habitable structure
(b) To open patio cover (one-story)
(c) To open patio cover (two-story)
(d) Alley entry garage
10 ft.
5 ft.
10 ft.
5 ft.
Minimum Side Yard Setback:
(a) Side yard setback – interior lot.
(b) Corner lot.
5 ft.
8 ft.
Minimum Building Separation – interior side yard:
(a) Between adjacent one-story
(b) Between one story and any adjacent primary structure. 10 ft.
10 ft.
Maximum Building Height
(a) with architectural projections
38 ft.
40 ft.
Development Standards - Garden Court Figure 4-5
not to scale NOTE: This prototype site plan is conceptual in nature and is only one of many design solutions that are permitted in this land use designation.
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B. TOWNHOUSE (PA-12 AND PA-13)
The following townhouse standards are applicable to Planning Areas 12 and 13 within the Mission Lakes Specific Plan.
(1) Minimum Project Size
Minimum lot size for townhouse projects shall not be less than 0.5 acres. (2) Front Yard Setback
Front yard setback to the residential living space (habitable portion) of the structure shall be not less than 10 feet from the front property line.
Front yard setbacks from property line to porch or patio shall be a minimum of 10 feet. (3) Front Yard Setback – Garage
Direct-entry garages shall maintain a minimum front yard setback of 20 feet measured from the garage door to the front property line.
(4) Rear Yard Setback
Required rear yards shall be a minimum of 10 feet as measured from the rear property line to the habitable portion of the structure.
Rear yard setback for a one- or two-story house open patio cover shall be a minimum of 10 feet.
(5) Side Yard Setback – Interior Lot
Side yard width shall not be less than 10 feet. Minimum distance between structures including porches, patios, or balconies shall be 20 feet, excluding allowed projections as described below.
(6) Side Yard Setback – Adjacent to Street
On any side that is adjacent to a street, the side yard shall be a minimum of 10 feet and such side yard shall extend the full length of the lot, excluding the corner lot cutout. (7) Minimum Building Separation – Front to Front
The minimum separation between primary structures front to front shall not be less than 50 feet.
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(8) Minimum Building Separation – Between Garages
The minimum separation between the garages of primary structures shall not be less than 30 feet.
(9) Maximum Building Height
No building shall exceed a height of 38 feet. An architectural projection such as a chimney or tower may exceed the maximum building height, but shall not exceed a height of 40 feet.
(10) Minimum Dwelling Unit Size
Minimum dwelling unit size shall be 850 square feet.
(11) Projections into Yards
No portion of any building may protrude into the front setback unless the following conditions are met:
• Architectural projections, such as porch roofs, awnings, canopies, and roof overhangs, may project over the required front yard setback, but not more than 10 percent thereof.
• Uncovered porches, platforms, or landing places that do not extend above the level of the first floor of the building may extend into any front yard not more than 6 feet, an openwork railing not more than 30 inches in height may be installed or constructed on any such porch, platform, or landing place. (12) Guest Parking
Guest parking shall be provided at a ratio of one-half (0.50) space per unit in offstreet/alley parking areas.
Property Line
Single Family Attached Townhomes
20’ min. interior side yard
10’ min. to porch
10’ min. side yard adjacent to street
NOTE: These prototype site plans are conceptual in nature and are only two of many design solutions that are permitted in this land use designation. 30’ between garages
60’ between front of buildings
Development Standards - Townhouse Figure 4-6
not to scale
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4.2.3 MEDIUM HIGH DENSITY RESIDENTIAL (MHDR)
The following development standards shall be allowed in Medium High Density Residential (MHDR) zone: multi-family attached. The MHDR zone consists of Planning Areas 14 and 15.
Permitted uses in Planning Areas 14 and 15 shall be all those allowed under the R-3 (Medium High Residential) zone of the Municipal Zoning code of the City of Shafter. Public and private common recreation areas are specifically permitted as an accessory use. Permitted uses in PA 14 and15 shall include (a) private parks and playgrounds; (b) accessory structures; (c) private swimming pool; (d) private tennis court; (e) construction trailers; and (f) sales office (temporary).
A. MULTI-FAMILY ATTACHED (PA-14 AND PA-15)
The following standards are applicable wherever Multi-family attached development is planned within PA-14 and PA-15 in the Mission Lakes Specific Plan. (1) Maximum Density
The maximum density shall be 24.0 dwelling units per acre. (2) Minimum Lot Size
The minimum residential lot size shall be 0.5 acre, including easements. (3) Minimum Lot Width
Lot width shall not be less than 60 feet.
(4) Minimum Lot Depth
Lot depth shall be a minimum of 100 feet.
(5) Minimum Front Yard Setback
A minimum front yard setback of 20 feet shall be provided on any street, cul-de-sac, or knuckle lot.
(6) Side Yard Setback
The width of a street side yard on a corner lot shall not be less than 10 feet. (7) Rear Yard Setback
A minimum rear yard setback for lots adjacent to an alley is 5 feet; for lots not adjacent to an alley is 15 feet.
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(8) Minimum Building Separation
The minimum building separation between primary structures shall be as follows:
BUILDING
ORIENTATION 1 TO 1 STORY 1 TO 2 STORY 2 TO 2 STORY 2 TO 3 STORY 3 TO 3 STORY Front to Front 25 feet 25 feet 30 feet 30 feet 35 feet
Rear to Rear 15 feet 15 feet 25 feet 25 feet 25 feet
Front to Rear 25 feet 25 feet 30 feet 30 feet 35 feet
Side to Side 10 feet 10 feet 15 feet 15 feet 15 feet
Sidewalls Parallel w/ Front
or Rear Walls 20 feet 20 feet 30 feet 30 feet 30 feet
Obliquely Aligned Distances specified above may be decreased by five feet at one building corner provided there is an equal or greater distance increase at the other end.
(9) Maximum Building Height
No building shall exceed a height of 45 feet.
An architectural projection such as a chimney or tower may exceed the maximum building height, but shall not exceed a height of 50 feet.
(10) Minimum Floor Area
Each dwelling unit shall have a minimum living floor area as listed below, which includes walls and excludes garage and accessory uses such as patios and balconies:
NUMBER OF BEDROOMS MINIMUM FLOOR AREA
1 Bedroom 800 square feet
2 Bedroom 900 square feet
3 Bedroom 1,100 square feet
(11) Minimum Open Space
Private Open Space. A minimum of 100 square feet of private open space shall be provided per each dwelling unit located on the first floor and 75 square feet for each dwelling unit located on the second and third floors. Private open space may include ground floor patios or courtyards, second or third floor balconies or decks, and roof-top decks. Private open space may be covered, but must be open on at least one side.
Common Open Space: A minimum of 25% of the developed area shall be dedicated to common open space.
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(12) Off-Street Parking
Resident parking shall be provided as detailed below:
NUMBER OF BEDROOMS REQUIRED SPACES
1 Bedroom 1.5
2 Bedroom 2.0
3 Bedroom 2.5
Resident parking shall include a minimum of 1 space within an enclosed garage per each 1 bedroom unit. Where two or more spaces are required, 1 space shall be provided within an enclosed garage and remaining spaces shall be covered. Tandem parking shall be counted toward satisfying parking requirements.
Guest or visitor parking shall include a minimum of 1 space for every 3 dwelling units and shall include street parking, parking lots, and carports. (13) Storage Facilities
A separate area having a minimum of 300 cubic feet of private and secure storage space shall be provided for each dwelling unit and can be located within the garage, provided it does not interfere with garage use for automobile parking. Normal closet and cupboard space within the dwelling unit shall not count toward meeting this requirement. Enclosed garages are required to provide 300 cubic feet of storage cabinet space, or 300 cubic feet of storage space may be provided elsewhere on the site.
4.2.4 MAJOR COMMERCIAL – PLANNING AREA 16
All development standards and guidelines contained within Title 17, Chapter 5, Commercial Districts, of the City of Shafter Municipal Code shall be applicable to Planning Area 16. Permitted and conditionally permitted uses in Planning Area 16 shall be all those allowed under the General Commercial (CG) Zone of the Shafter Development Code.
4.2.5 PARKS – ALL PLANNING AREAS
The park system for Mission Lakes will provide for a range of public and private park spaces to serve the community. Figure 3-4, Parks and Recreation Plan, identifies the suggested location for each of the public and private park sites based on the expected number of dwelling units within the various areas of the Specific Plan. The actual location and design of the private neighborhood pocket parks will be determined upon approval of final tract or parcel maps. Design of the public park for PA-11 shall meet the approval of the Planning Director.
The City’s local parks ordinance, Title 17, Section 10.200, Park and Recreation Facilities, calls for the payment of fees by the developer of a residential development for the fair share cost of developing
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park sites to serve the residents of the area being developed. The actual construction costs of the public park shall become a credit to the owner or his assigns against payment of park fees, if constructed by owner. Thus, parkland within Mission Lakes will be dedicated and developed in a timely manner to meet open space and recreational needs of future residents.
In addition to outdoor recreation facilities, improvements may also include a private community center or other community facility in PA-10. Development of other community recreation facilities either within park sites or as stand alone projects may occur through a number of financing mechanisms.
4.2.6 SCHOOLS – PLANNING AREA 1 AND PLANNING AREA 4
Development standards for the elementary school in PA-4 and the middle school in PA-1 are subject to approval by the California State Architect and must meet the siting requirements of California Department of Education and Title 5 of the California Code of Regulations. Public schools shall be permitted uses in PA-1 and PA-4.
4.2.7 DRILLING ISLAND – ALL PLANNING AREAS
Drilling Island (DI) Districts maybe established in all planning areas as necessary. The development standards, guidelines and permitted uses contained in Chapter 3, Section 3.40 of the City of Shafter Municipal Code, shall be applicable to all Planning Areas whenever or where ever oil and gas production are proposed within the Mission Lakes Specific Plan.
4.2.8 DETENTION BASINS
Detention basins shall be designed in accordance with City of Shafter development standards and the following conditions:
• One (1) major detention basin for each 160 gross acres of land. • Detention basins should be designed to allow for shared use by multiple homebuilders or planning areas.
• Detention basins shall be designed, tested and sized as part of the individual tentative tract map submittal.
• Where possible detention basins should be integrated into a parks and recreation plan as landscaped open space areas for passive recreation and/or playfields. • A maintenance district and/or Homeowners Association (HOA) shall be established to maintain detention facilities.
The City of Shafter shall maintain all storm basins.
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4.2.9 RIGHT TO FARM PROVISIONS – ALL PLANNING AREAS
Since the Mission Lakes Specific Plan is located within an agriculturally oriented area, the City’s Right to Farm Provisions (Title 17, Section 10.270) shall be taken into consideration during the development of a phasing plan for the project.
4.2.10 EXISTING AND ABANDONED OIL WELLS – ALL PLANNING AREAS All existing and abandoned oil wells shall be identified on tract maps or development plans and evidence shall be provided that existing wells have been properly abandoned per the requirements of the California Division of Oil, Gas and Geothermal Resources (CDOGGR) and that siting of structures near abandoned wells shall meet the set back requirements of CDOGGR.
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5.0 DESIGN GUIDELINES
5.1 PURPOSE AND INTENT
The Mission Lakes Design Guidelines provide general criteria for architecture, landscaping, entry monumentation, and lighting design in order to ensure a high-quality development and strong community character. The overall goal of the Mission Lakes Design Guidelines is to create a unique master planned community within the City of Shafter. This Specific Plan document recognizes that the development of Mission Lakes will play a vital role in the growth of the Shafter area.
These guidelines are intended to provide criteria for design, while allowing flexibility for architects, landscape architects, developers, builders, and others involved in the design of community elements. Variation and customization within the context of the guidelines by a builder is encouraged in order to achieve individually distinctive neighborhoods complemented by recreational amenities and a neighborhood commercial component in the same community.
Through collaboration and cooperation between the master developer, the builder(s), and the City of Shafter, the Mission Lakes master planned community is destined to be a successful and desirable addition to the Shafter area.
The specific objectives of the design guidelines are to:
• Provide guidance to builders, engineers, architects, landscape architects, and other professionals in order to obtain high quality design.
• Provide a framework for the formation of Covenants, Conditions, and Restrictions (CC&Rs) for the use of land in the Specific Plan area.
• Provide the City of Shafter with the necessary assurances that the community of Mission Lakes will be developed in accordance with a certain quality and character as set forth in this document.
The Design Guidelines are intended to be flexible and work in concert with the Development Standards contained in Section 4.0 of this document. These guidelines establish standards that will ensure the quality of development, the community landscape, and its character. These guidelines and the standards they contain shall be followed in the design and build-out of the community; they should not be viewed as voluntary. Through review of the plans by the Master Developer and official design review by the City of Shafter, these guidelines shall be enforced and implemented.
Projects where nearly identical buildings line streets without variation in placement and form will not be allowed.
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5.2 ARCHITECTURAL DESIGN GUIDELINES
5.2.1 GENERAL ARCHITECTURAL GUIDELINES (APPLIES PLANNING AREAS 1-9, PA-12, PA-13)
The goal of the architectural design guidelines is to allow for a diversification of architecture styles while ensuring visual compatibility. These guidelines do not promote rigid adherence to style descriptions but assist in achieving a particular design direction and high quality construction.
A. STYLE
Achieving variety and diversity in neighborhood architecture is a key community objective. For inspiration, Mission Lakes is encouraging compatible architectural styles that have historical precedence in Southern California and are capable of contemporary interpretation and variation.
Modern interpretations of historical architectural styles shall address today’s market conditions, economics, and building industry standards. Appropriate architectural styles include the following:
• Colonial
• Spanish Colonial
• Cottage
• Monterey
• Craftsman
• Italianate
It should also be noted that additional architectural styles not listed above may be incorporated into the Mission Lakes project.
B. COLORS AND MATERIAL
The colors and building materials used at Mission Lakes shall be complementary, and when considered together, shall reflect a distinct community character. The use of elements such as terracotta color roof tile, white washed plaster, painted siding, and wrought iron will provide variety and contrast. New interpretations of these classic combinations of materials and inherent colors are encouraged as they relate to a general feeling of neighborhood unity.
Color palettes that reflect traditional architectural themes are the basis for successful modern interpretations as proposed for Mission Lakes. A variety of natural materials and earth tone based colors will provide the diversity required for visual interest while unifying the buildings with their
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settings and creating a timeless appeal. The primary purpose of the architectural style palette selection is to avoid monotony, provide a variety of color schemes, and promote visual diversity.
C. ARCHITECTURE ORIENTED TO THE STREET
Architecture shall be oriented to the street so that interactive elements create a human scale and are inviting to the street scene. Interactive elements include; porches, verandas, porte-cocheres, balconies, decks, porticos, trellises, arbors, and courtyards.
The quality design and orientation of interactive elements provide “eyes on the street” and contribute to pedestrian safety, a sense of place, activity, and neighborhood socialization.
D. ARCHITECTURAL DIVERSITY – DETACHED SINGLE-FAMILY
Detached residential planning areas within Mission Lakes shall utilize a minimum of three to six different architectural styles similar to those suggested below:
Spanish Colonial Colonial Cottage
Italianate Monterey Craftsman
The intent is to provide variety and to avoid monotony in the streetscape. A maximum of 40% and a minimum of 20% of any one style shall be used within each Planning Area of Mission Lakes.
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E. BUILDING MATERIALS & COLORS
To further the goal of diversity, the following criteria shall be met:
1. Each elevation shall have a minimum of three colors. For example: one body, one trim, and one accent color.
2. Front elevation design and materials are to wrap around the side elevation to an appropriate transition point.
3. Each product line shall have a minimum of three different roofing colors.
4. Individual color schemes must be appropriate to the architectural styles selected with a harmonious selection of accent materials and roof profile and colors.
5. No two adjacent homes using the same floor plan shall have the same exterior color scheme.
A scheme of color values on exterior elements shall be distinct on adjacent homes, with deeper tones encouraged to promote variation.
6. If balconies are provided, materials shall match or complement those used on the main portion of the building.
7. At least two out of every three homes shall upgrade the hardscape used within the concrete walkways leading to the main structure to complement the home’s exterior architectural elements. (Example: use of decorative troweled bands; decorative patterned scoring; exposed aggregate finishes; stamped concrete, etc.).
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F. BUILDING MASS, FORM, AND SCALE
Creating a street scene that functions well and has visual variety is a key community objective. The following massing and scale criteria are intended to develop variation in appearance and a sense of individuality for each home. Projects where nearly identical buildings are placed on streets without variation in placement and form are not permitted. Listed below are massing and plotting techniques and standards which will create a quality environment.
1. Single-story components such as porches,
reduced heights of living spaces, and/or
garage areas shall be used to create a sense
of variety within the street scene and to
break up building massing.
2. Twenty percent (20%) of all plans and
elevations plotted shall have a significant
single-story component, which can include
garages and covered porches.
3. To reduce building massing at project
entries, single-story homes or significant single-story components are required on corner lots located adjacent to gated entries.
4. Homes shall be designed with entries, windows, front porches, and living areas placed directly adjacent to the street on most plan variations, while recessing the garages, are encouraged.
5. The proportion of windows and doors to the wall massing shall vary according to the architectural style chosen. Windows and doors shall enhance, rather than dominate, the overall architectural character of the home. The selected style of window shall be appropriate to the architectural style of the house.
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6. Garage doors shall be fully integrated into the design of the architecture and shall complement the building elevation. Accent colors shall be considered to complement the architecture and to provide visual variety along streetscapes. Windows in garage doors are required for all homes. Staggered setbacks, recessed garages, and side-entry garages shall be considered to further vary the streetscape.
G. REAR BUILDING ELEVATIONS
The dominant impact from the street is the shape of the building and roofline of two-story plans.
Therefore, these second story rear building elevations shall adhere to the following guidelines.
1. Long stretches of unbroken exterior walls are not allowed in favor of articulated elevations with projections, recesses, windows, doors, and specialized architectural detailing, which are required.
2. The second story portion of the rear elevation of all structures which face arterial roads shall incorporate varied wall planes, roof forms and orientation, or window treatments.
3. Articulate the rear elevation and roof plane to minimize the visual impact of repetitious flat plans, similar building silhouettes, and similar ridge heights on homes viewed from arterial roads.
4. For each floor plan submitted to the Building Department for review, three elevations are required per floor plan. At least two out of every three elevations per floor plan shall provide general architectural relief at the rear elevation of each home in order to avoid one continuous wall or flat surface on the rear of the home. Fireplaces, rear yard trellises, and media niches are allowed.
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H. PLOTTING CONCEPTS
The following criteria shall be considered when placing a structure on a single-family lot:
1. Reduce the scale and size of each neighborhood by creating “sub-neighborhoods” or “villages” through the use of short or curved street segments, and short cul-de-sac streets.
2. Plot alternative floor plan types and/or elevation styles on contiguous lots. A floor plan shall not be used consecutively more than three times in a row, whether reversed or not.
3. Any one floor plan shall comprise no more than 65% of the number of lots on any cul-de-sac or along any street between intersecting streets.
4. Adjacent homes shall have varying front
yard setbacks. This requirement does
not apply to lots located on a curvilinear
street, cul-de-sac, or knuckle, which
already provide a varied street scene.
When one and two-story homes are
adjacent, the two-story home shall have
the larger front yard setback.
5. Driveways on corner lots shall be
located to the rear of the lot to allow
expanded opportunities for landscaping
at street intersections.
6. All utility boxes shall be underground or camouflaged.
7. Each lot shall be provided with four (4) phone lines to the house.
8. Shadow conduit shall be provided to each home.
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I. ROOFS
Roofs serve as major structural and architectural design elements. A variety of roof types are permitted and encouraged within the project. Roofs shall be consistent with the neighborhood or product-type architectural concept and the style, materials, and scale of the building.
1. As it relates to styles, a variety of roofs shall be permitted, including hip, gable, and shed roofs. Roof heights, pitch and planes shall vary to create interplay between the roof and the walls of the structure. Varying roof pitches on the same building shall be avoided unless they are integral to the architectural style or extending over porches and balconies.
2. Roofs shall be constructed of non-combustible materials. Acceptable materials include clay and concrete tile. Unacceptable materials include pressed wood, corrugated fiberglass, asphalt roll roofing, and corrugated metal.
3. Roofing trim materials shall be of similar materials and complementary colors. Roof vents and appurtenances shall be painted to match the roof color.
4. Roof overhangs are permitted and shall be designed as an integral part of the roof form.
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J. GARAGES
1. The home and front yard rather than the garage is the primary emphasis of the front elevation. In order to de-emphasize the role of the garage in front elevations, setbacks, sideentries, detached garages, and other “neo-traditional” treatments are permitted.
2. Garages shall be constructed of materials compatible with the architectural style of the primary structure.
3. No two adjacent homes having the same floor plan and elevation shall use the same garage door pattern. In no case shall more than two (2) adjacent homes of any floor plan or elevation have the same garage door pattern.
4. A variety of designs shall be used on garage doors. Minimize the visual impact of garages facing the street by varying garage door patterns, varying colors, varying setbacks, splitting doors into two or more single doors, incorporating windows into garage doors, and using alternative garage configurations.
5. Swing-in (side loaded) garages are prohibited on lots less than 55 feet wide at the front setback line.
6. Side elevations of garages facing the street shall have architectural detailing.
7. All garage doors shall be sectional and roll-up with windows.
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8. The three-car garage configuration requires careful consideration to de-emphasize its impact on the street. The use of tandem garage design is permitted so that three garage spaces appear as two from the street.
9. The following design techniques shall be incorporated in homes with three car garages:
• Where allowed, the standard front facing three-car configuration can be used in a maximum of 65% of plan configurations.
• When the standard front facing three-car configuration is used, it must be combined with one of the following measures:
1. Provide a minimum 75 square feet of porch area (horizontal or vertical).
2. Extend a portion of the home a minimum of 5 feet in front of the garage.
3. Offset the dual car garage door 2 feet from the single-car garage door.
4. Provide three separate garage doors to break up the building mass.
10. In the case of the recessed two-car garage configuration, a 12-foot-wide driveway shall be allowed that tapers to 16 feet to de-emphasize its impact on front elevations.
K. PORCHES AND ENTRYWAYS
Entrances to homes shall be clear and easily
recognizable. Covered entrances, porches,
and arcades are desirable, because they
serve to identify entrances and provide
front-yard and side-yard elevational
differences. All front doors shall reflect the
architectural style that may include a
window or other decorative treatment.
Porches and entryways shall be used to
visually break up large, monolithic
buildings into smaller units, more in
keeping with the desired human scale.
Where present, porches shall be used on buildings of two or more stories as a transition from nearby single-story structures or other taller structures. Porches shall be constructed of wood, stucco, stone, brick and other similar materials. Wrought iron railings are permitted and acceptable.
L. DOORS AND WINDOWS
By varying the spacing, sizes, shapes, and locations of door and window openings in building facades, structures shall be made more visually interesting and attractive. It is especially important to vary the placement of doors and windows on buildings located in close proximity to each other in the same neighborhood. In addition, windows and doors shall be recessed into or projected out
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of structures to emphasize important areas of the building. Windows, frames, mullions, and door frames shall utilize complementary colors with the rest of the building. Doors shall include inset panels, carvings, and/or window panes.
M. BALCONIES AND OVERHANGS
Balconies and overhangs are desirable elements of a building because they provide architectural interest even when not serving a practical purpose. Balconies and overhangs add visually to a structure by breaking-up wall masses, offsetting floors, and creating a sense of human scale.
Balcony railings shall reflect the architectural style. Balcony railings can be solid, if desired. Accent tile is permitted in moderate amounts. In all cases, balconies and overhangs shall be designed such that detailing, form, color, and materials are similar and/or compatible to the main structure.
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5.2.2 ARCHITECTURAL DESIGN STANDARDS AND REQUIREMENTS – MEDIUM HIGH DENSITY RESIDENTIAL (APPLIES TO PLANNING AREAS 14 AND15)
A. ARCHITECTURAL DIVERSITY
Medium-high density residential neighborhoods within
Mission Lakes shall consist of attached multi-family
product types, townhomes, and condominiums. The
increase in density and slight shift in character, compared with the community’s traditional single-family detached neighborhoods, will distinguish Mission Lakes as a place that offers a complementary mix of housing types and
styles. One of the major goals of the architectural design guidelines for Planning Areas 14 and 15 is to create the impression of small “villages” and discourage a mass
produced feel. This goal shall be achieved through a
diversity of style, smooth transitions between structures, and enhanced neighborhood hardscape and landscape
features. Upon completion, the attached residential
planning areas shall encourage neighborhood and
pedestrian interaction, and integration within the overall community of Mission Lakes.
One or more specific architecture styles shall be selected for each of the two medium-high density residential
planning areas. Mixing of styles within a planning area may occur with approval of the Planning Department.
Styles can include, but are not limited to: Colonial,
Spanish Colonial, Cottage, Monterey, Craftsman, and
Italianate. The main components of these styles shall be applied, and shall be tailored to multi-family residential building types by the designing architect. Each attached structure shall be designed for internal compatibility, using a balanced palette of colors and materials to
achieve a restful uniformity within each planning area.
Landscaping in multi-family Planning Areas shall be
designed to the satisfaction of the Planning Department.
B. BUILDING ORIENTATION
1. Attached structures shall be rotated, angled (right angles allowed), or otherwise offset to afford a sense of individuality, as well as to provide privacy at entries, patios, and balconies.
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2. Buildings shall relate appropriately to surrounding development and streets and create a cohesive visual identity for the neighborhood and street scene.
3. Buildings are permitted to be designed with both a “front” and “back” door, so that the buildings may face a street but access could be provided via a parking lot or alleyway via a back door.
4. Public spaces shall be clearly defined from private spaces through the use of building materials, grade separations, and physical separations such as fences, walls, or building enclosures.
C. BUILDING MASSING, DETAILS, AND MATERIALS
Building massing, details, and
materials shall be carefully
considered in developing an
appropriate architectural character for Planning Areas 14 and 15.
1. Buildings shall not
exceed 45 feet in height.
2. Long, unbroken facades and
box-like forms shall be
avoided. Building facades
shall be broken up to give the
appearance of a collection of
smaller structures.
3. To the extent possible, each of
the units shall be individually
recognizable. This can be
accomplished with the use of
balconies, porches, setbacks,
and projections that help
articulate individual dwelling
units or collections of units,
and by the pattern and
rhythm of windows and
doors.
4. Elevations visible from Seventh Standard Road and all other adjacent arterial roads shall be carefully articulated and large unbroken surfaces shall be prohibited.
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5. Varied roof forms shall be encouraged and utilized for the creation of a varied yet cohesive residential design.
6. Building projections and recesses shall be provided on the front facade of each structure.
The front wall mass of each building should be broken-up into a minimum of two planes (horizontal or vertical) with a break depth of at least 2 feet. No break in plane shall be less than 25 percent of the length or width of the front facade.
7. Emphasis shall be placed on horizontal architectural lines including trim and fascia lines.
8. Buildings shall be designed to define outdoor spaces, with floor plans that have a logical and functional relationship between indoor spaces and outdoor areas.
9. Provide front porches where style appropriate and possible to accomplish stepped massing and transition to public spaces.
D. ROOFS AND CHIMNEYS
1. A variety of roofs styles shall be permitted, including hip, gable, and shed roofs. The roof design shall follow the wall planes and roof pitch shall be consistent with the architectural style.
2. Roofs shall be constructed of non-combustible materials. Acceptable materials include clay and concrete tile. Unacceptable materials include pressed wood, corrugated fiberglass, asphalt roll roofing, and corrugated metal.
3. Roofing trim materials shall be of similar materials and complementary colors. Roof vents and appurtenances shall be painted to match the roof color.
4. Roof overhangs are permitted and shall be designed as an integral part of the roof form.
5. Chimneys and spark arrestors shall act as thematic forms and vertical elements in the architecture. Caps on chimneys shall have low profiles and shall not be visually distractive.
Acceptable building materials include stone veneer, brick (including used brick), and stucco. Architectural treatment shall be provided on each chimneystack.
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E. ENTRIES AND WINDOWS
1. Deep set openings are encouraged to convey
the impression of wall thickness and create
strong shadows. Front door surround
treatment, including a cover for weather
protection, shall use decorative trim
appropriate to the style, a recess, or sidelights.
2. Window pediments, small roof elements,
overhangs, and projections over windows,
doors, and garage doors shall be incorporated
into the architectural detailing.
3. A variety of window and door treatments shall occur. French doors, dormer windows, or decorative shutters shall be incorporated into the building design.
F. BALCONIES AND PORCHES
1. Balconies and porches shall be used to articulate and reduce mass, as well as to provide shadow relief. Where architectural style and density are appropriate, stoops may be used instead of porches.
2. Porches, balconies, and trellis structures shall be compatible with the overall architectural theme, style, and design of the structure.
3. Materials used to construct balconies and
porches shall be appropriate to the designated
architectural style.
G. DETAILS
1. Potshelves, pilasters, and brick and tile accents
are encouraged around doors, windows, and
entries, particularly near front and side entries
that are easily visible from the street.
2. Low and high walls shall be used to define
courtyards, patios, and entries.
3. Mechanical equipment such as gas meters and
air conditioning and heating units shall be
screened from public view, either by
landscaping, fences, and walls, or combination
thereof.
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4. Rain gutters, flashing, and other architectural elements and trim constructed of sheet metal shall be painted with colors similar to the fascia.
H. GARAGES AND DRIVEWAYS
1. Banks of garage doors with more than eight (8) single or six (6) double garages shall not be permitted without separation of at least 20 feet between banks of garage doors.
2. Tandem garages are permitted (and count towards parking requirements) to reduce the visual impact of garage doors.
3. Garage doors shall be of complementary colors, textures, and materials used on the front building elevation.
4. Use of carports instead of garages is not encouraged but allowed for guest parking. Should carports be constructed, they shall include substantial design elements (i.e. columns, beams, roof design) to convey a permanent concept. Prefabricated metal carports are prohibited.
5. Private drives that serve as alleys are permitted. To maximize open space, garages should face onto the alley and be located no further from the alley than is required for adequate vehicle access.
6. Guest parking facilities shall be located directly off or near a main driveway.
7. Areas shall be provided adjacent to garage entries located in alleys for landscape elements that will soften the built environment.
5.2.3 ARCHITECTURAL DESIGN STANDARDS AND REQUIREMENTS – MAJOR COMMERCIAL (APPLIES TO PLANNING AREA 16)
The architectural design standards and
requirements of Planning Area 16 shall be
consistent with the applicable sections of the
City of Shafter Zoning and Development Code
at the time of development.
A. BUILDING SITING
1. The placement and design of structures
should facilitate and encourage pedestrian activity and convey a physical and visual link to the adjacent residential
developments, streets, and sidewalks.
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2. Whenever possible, new structures should be clustered to create plazas and pedestrian malls. When clustering is impractical, a visual link between separate structures should be established through the use of an arcade, trellis, or other open structure.
3. Plazas and courtyards shall be incorporated into commercial development design.
4. Buildings should be divided in distinct
massing elements. Building facades
should be articulated with architectural
elements and details. Vertical and
horizontal offsets should be provided to
minimize bulk.
5. Decorative paving should be incorporated into parking lot design, driveway entries, pedestrian walkways,
and crosswalks.
5.3 LANDSCAPE DESIGN GUIDELINES
The Mission Lakes Landscape Design Guidelines establish a landscape theme for the project and set forth general criteria for landscaping of the residential community, neighborhood commercial center, and recreational amenities. These guidelines, consisting of written summary and graphic exhibits, establish landscape criteria for entries, streetscapes, recreational amenities, pocket parks, plant palette, lighting, and walls to create a unifying fabric for the community.
The Mission Lakes Landscape and Entry Monument Plan,
Figure 3-5, is driven by the desire to integrate the proposed master planned community into the Shafter area and to create an identifiable sense of place. Landscape and streetscape elements will be used to create visual continuity throughout Mission Lakes. Community elements such as entries,
streetscapes, and walls will establish the design theme for the community by reinforcing the design hierarchy and by
providing a reassurance of the community areas and
boundaries. These features are created through a thematic blend of hardscape and planting elements.
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The landscape plan of Mission Lakes calls for a compatible plant palette of trees, shrubs, and ground covers. Once a particular plant or plant combination is used for a particular application, it shall be repeated in similar areas of the community to reinforce a sense of neighborhood cohesion.
Landscape design shall not, however, result in monotony or lack of variety or biological diversity. The following is a description of landscape elements for the Specific Plan.
These elements shall be detailed at the site development plan or other discretionary permit for each planning area. The landscape design is based on the vision and goals of the Mission Lakes Specific Plan.
5.3.1 STREETS: STREETSCAPES
Landscaping of perimeter and internal streets will provide continuity throughout the community and create an
appropriate link with adjacent areas. Street trees within the Mission Lakes Specific Plan area will reflect the community’s design theme and be selected from the project’s plant palette.
Street tree placement and design may include a single street tree used along all the streets in a neighborhood, or may include a dominant street tree along with accent street trees used at strategic points along the street, such as clustered at intersections or at curves to break up long uninterrupted lines. Landscaping of streets shown on Figure 3-5 will
establish the main planting theme for the community. There are a limited number of different streetscapes for the Mission Lakes Specific Plan as described below.
A. MISSION LAKES BOULEVARD
The Landscape Plan indicates that formal planting shall be placed along this four-lane, divided arterial every where within the Specific Plan. Formal planting was discussed Section 3-7. A primary paseo shall be located on one or both sides of Mission Lakes Boulevard. A secondary paseo shall be located on the western portion Mission Lakes Boulevard near the commercial development. The formal landscaping/ primary paseo pattern of Mission Lakes Boulevard is a
pattern that is repeated on Street “D” and Street “B”, which are all arterial streets. This streetscape is shown in Figure 5-1a. Additional landscape easement will be necessary to accommodate the primary paseo.
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B. STREET “C”
The Landscape Plan for Street ”C”, shown in Figure 5-1b is representative of the streetscape for the minor collectors in the Mission Lakes Community where a secondary paseo is located along with windrows. Additional easement will be required to accommodate the secondary paseo and windrows. Windrows shall require a minimum planting space of 7 feet.
C. ZERKER ROAD THROUGH PLANNING AREA 16 (COMMERCIAL)
The Landscape Plan for Zerker Road through the commercial area is similar to Mission Lakes Boulevard with formal landscaping except that there will be no corridor walls and the paseo and landscape easements may be a combination of hardscape and street trees in grates as illustrated in Figure 5-1c.
Mission Lakes Blvd Streetscape Figure 5-1A
not to scale
Street “C” Streetscape Figure 5-1B
not to scale
Sidewalks/walkways to
meander where feasible.
Walkways to avoid being
placed adjacent to a wall
where feasible.Page 230 of 541
Zerker Road Streetscape Figure 5-1C
not to scale
Sidewalks/Walkways
to meander where
feasible. Page 231 of 541
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5.3.2 ENTRY MONUMENTATION
Entry monuments serve several important purposes; therefore careful consideration has been given to the design of community, major, and neighborhood entries. The intent of project monumentation design is to create visual gateways into Mission Lakes and to provide aesthetically pleasing entry statements that highlight the distinctiveness of the community. The Landscape Plan, Figure 3-5, depicts conceptual locations of entries for the Mission Lakes community and for individual planning areas.
As the primary entry to the community, major entry monumentation will be established at Seventh Standard Road and Zerker Lane and at Seventh Standard and Street “B”as illustrated conceptually in Figure 5-2, Entry Monuments, and in plan view in Figure 5-3. Secondary monuments will be established on Mission Lakes Boulevard at the western entry, on Zerker Road at the northern boundary of the plan area and at the eastern entrance to the plan area on Street ”D”. Entry monuments are described below. The design and architectural elements of entries shall be compatible and consistent with the Specific Plan theme elements of the Mission Lakes community.
Each entry statement shall consist of a combination of signage, lighting, and landscaping.
Additional information on signage and lighting standards is located in Section 5.3.7 and Section
5.3.8 of this Chapter.
A. PRIMARY ENTRY MONUMENTS
The primary entry monumentation establishes the character for all project monumentation treatments, emulates the unique landscape theme for Mission Lakes, and provides a strong landmark that reinforces the distinctiveness of the community. Primary entry monumentation will occur at the intersection of Zerker Road and Seventh Standard Road, and Street “B” east of Zerker Road. The entry monumentation is intended to utilize plant palettes and hardscape materials that contribute to the consistent implementation of the Mission Lakes landscape design theme.
B. SECONDARY ENTRY MONUMENTS
An enhanced secondary entry treatment will be located at three locations: at the intersection of Zerker Road and the Mission Lakes development boundary to the north, at the western edge of the plan area on Mission Lakes Boulevard and on the eastern boundary of the plan area on Street “D.
These entries will provide a dramatic visual gateway into Mission Lakes and its amenities. The secondary entry monumentation will utilize a variety of landscape and hardscape elements but will be smaller in scale than primary entry monumentation.
Entry Monument - Elevation Figure 5-2
Entry Monument - Plan Figure 5-3
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5.3.3 PRIVATE RECREATION & NEIGHBORHOOD PARKS
One private recreation area, one public recreation area, and several public neighborhood parks are planned for residents of the Mission Lakes community. The private recreation area is intended to serve as a visual amenity and provides both active and passive recreational uses including, but not limited to, a pool and spa, restroom facilities, basketball court, tot lots, open space turf areas for various activities, and barbeque facilities. A conceptual representation of the private recreation area is provided in Figure 5-4. Open turf areas in the private recreation area may be vegetated with hydroseed. The exact placement, size, and design of the private recreation areas will be determined at the design review stage of project implementation.
The public recreation area and neighborhood pocket park areas (Figures 5-5 and 5-6) are also intended to serve as visual amenities and provide both active and passive recreation for residents within the community. The neighborhood pocket parks will be landscaped with a small grove of trees, shrubs, and
other plant material as described in the
project’s plant palette which will be
determined by the master developer.
The public and neighborhood pocket
parks will have unique identities and
shall contain any combination of
passive sitting areas, open space turf
areas for various activities, tot lots,
walkways, and decorative lighting,
subject to approval of the Planning
Director. Large formal ball fields shall
be restricted to the public park area of PA-11. Open turf areas in these parks may also be vegetated with hydroseed. The exact placement, size, and design of the neighborhood pocket parks will be determined at the design review stage of project implementation.
5.3.4 PASEOS AND TRAILS
An extensive network of paseos and trails are located throughout the community, providing nonvehicular connectivity to the various internal components of the area. Landscaping of these areas will be designed to accentuate the community’s charm. Throughout the Mission Lake Specific Plan, public right-of-ways will be landscaped to provide a feeling of openness. The intent is to establish a “sense of place” where residents can arrive home and feel the embrace of community pride.
Public
Public recreation areas
NOTE: This prototype site plan is conceptual in nature and subject to modification.
Private Recreation (HOA) Figure 5-4
not to scale
PUBLIC
NOTE: This prototype site plan is conceptual in nature and subject to modification.
Public Recreation Figure 5-5
not to scale
NOTE: These prototype site plans are conceptual in nature and subject to modification.
Play lot
Shrubs placed around
perimeter
Group shelter or
gazebo
Deciduous trees
Bench
Picnic area
Berm used to create
separation from
adjacent street
Turf play area
Stepping stones
Bench
Evergreen trees
Seating provided
near play lot
Walking path
Conceptual Neighborhood Parks Figure 5-6
not to scale
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The paseo and trails system is essential to promoting a “walkable” community by providing an alternative mode of transportation throughout the community. The parcel developer shall be responsible for constructing any portion of the paseo system as shown in Figure 3-4 that lies adjacent to their parcel. Construction of paseos and trails shall coincide with construction of the adjacent development and be completed before the completion of the phase the project is in. A landscape maintenance district shall be established and be responsible for the maintenance of trails and paseos. A plant palette for the natural trail system and paseos shall be established by the master developer to ensure harmony and consistency throughout the Specific Plan. Sidewalks and trails are located within the paseo and trail systems along significant transportation corridors within Mission Lakes as shown in the Parks and Recreation Plan, Figure 3-4. The sidewalks along the paseo system link together the several neighborhood parks, along with the Lake and recreation facilities of PA-10. A multi-use trail is to be located along Seventh Standard Road. The trail will provide recreational opportunities and vehicular access for use by maintenance vehicles. The 10-foot-wide trail shall be maintained by a homeowners association or a landscape maintenance district to be established by the developer. Cross sections of the paseos and trails are shown in Figure 5-7. The design of paths will be reviewed and approved by the City of Shafter Planning Department
A. NATURAL TRAIL
The natural trial shall be 30 feet wide with a 10-foot-wide meandering sidewalk. The natural trail along the along Seventh Standard shall be planted with groves of trees as described in Section 3.7 Landscape Plan and shall have a sound wall constructed at the edge to protect against noise.
Elsewhere the natural trail shall be planted with windrows also described in Section 3.7.
B. PASEOS
Primary and secondary paseos shall be established along the streets where indicated in the Parks and Recreation Plan. Typically a paseo is located on one side of the street only. Section 5.3.1 Streetscape describes and illustrates the relationship of the paseos to the street right-of-way. A typical primary and secondary paseo are shown in Figure 5-7. Additional landscape easement may be required to implement the paseo system on certain streets. Landscaping of the paseos shall be coordinated with the Landscape Plan. The primary paseo shall be 30 feet wide and the secondary paseo shall be 15 feet wide, each with an 8-foot-wide walk.
Community
Facilities
District
Community
Facilities
District as
required by
the City. Page 239 of 541
Paseo and Trail Cross Sections Figure 5-7
Secondary Paseo
Primary Paseo
Natural Trail at 7th Standard ROW
Note: Areas in excess of Street Cross Sections will require a landscape easement. not to scale Varies (min. 3') Page 240 of 541
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5.3.5 GENERAL LANDSCAPE STANDARDS
All areas required to be landscaped will be planted with turf, groundcover, shrubs, or trees selected from the plant palette contained in these guidelines. The private recreational facilities and neighborhood parks, neighborhood commercial center, and common landscaped areas are permitted to be planted with a hydroseed mix. Sod shall be used for required front yard landscaping. A combination of hydroseed mix and flatted groundcovers shall be used to cover areas between shrubs and trees to prevent erosion. Colorful perennials also will be a part of these plantings. Plants with similar watering requirements shall be planted together in order to simplify the irrigation systems and increase water use efficiency. Priority use of water shall be considered, meaning that visually sensitive areas are entitled to use more water than low visual impact areas.
Visually sensitive areas include entries and highly traveled street frontages.
A. DROUGHT TOLERANCE
The landscape palette for the Mission Lakes Specific Plan shall promote selective drought tolerance through the use of native and naturalizing species. All common landscape areas shall be equipped with automatic irrigation systems. Drip or bubbler irrigation shall be provided where feasible.
Automatic controllers shall be equipped with automatic rain-shut-off devices and provide for various type of water management options.
B. MAINTENANCE
All landscape maintenance shall conform to project Covenants, Conditions, and Restrictions (CC&Rs). In general, the overall appearance of landscape shall be neat, healthy, and free of weeds and debris. All new construction shall be landscaped in accordance with a City approved Landscape Plan, and subject to City inspection of adequate maintenance levels. The homeowner’s association within Mission Lakes shall be responsible for the maintenance of all private common landscape areas within each planning area, except within individual private lots. Individual homeowners will be responsible for the maintenance of landscaped areas on individual lots.
CC&Rs will set forth requirements for front yard landscaping and maintenance but in no case will landscaping be less restrictive than requirements found in Chapter 2, Section 2.80 of the Shafter Zoning Ordinance. A landscape maintenance district or HOA shall be established to maintain public trails, paseos, common landscaped areas and detention basins.
C. PLANT MATERIAL GUIDELINES
Conceptual planting guidelines have been established through this Specific Plan. More detailed plant material guidelines and plant palette shall be established by the master developer that will be no less restrictive than requirements found in Chapter 2, Section 2.80 and will provide flexibility and diversity in plant material selection, while maintaining a limited palette in order to give greater unity and thematic identity to the community. The plant material lists will be selected for their appropriateness to the project theme, climatic conditions, soil conditions, and concern for maintenance and shall be made available of the City of Shafter Planning department. Wherever A Community Facilities District Page 241 of 541
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possible, overall plant material groupings shall have compatible drought resistant characteristics.
Irrigation programming can then be designed to minimize water application for the entire landscape setting. Consideration must be given when locating trees to avoid potential long-term problems with tree roots, but the City will have final approval for clearances when public facilities may be affected.
5.3.6 WALLS AND FENCES
All walls and fences within Mission Lakes shall be designed as integral elements of building architecture or complementary to the architecture and landscape character. Walls and fences will be used throughout the community to establish community identity, provide protection from roadways, recreation areas, and other noise, and allow privacy and security in residential and commercial areas. Construction of walls and fences shall coincide with construction of the adjacent development and be completed before the completion of the phase the project is in. Three types of walls and fences, excluding walls associated with entry monumentation, will occur within the Mission Lakes Specific Plan: perimeter sound walls, corridor walls, and open fence, which are located where indicated on Figure 3-6. A forth type of wall, neighborhood wall, may be developed to distinguish individual developments within the Specific Plan, however solid walls separating individual neighborhoods are discouraged. Neighborhood walls may also be used where corridor walls are indicated. The developer shall be responsible for installing the appropriate fencing along the Calloway Canal per the specification of the canal company.
A. PERIMETER SOUND WALL
Perimeter sound walls provide for protection against noise and establish the overall community identity or theme and shall be located where indicated in Figure 3-6. The perimeter sound walls shall be constructed by the master developer prior to
development of any phases. Details are shown in Figure
5-8.
B. CORRIDOR WALL
Corridor walls shall be 6-foot split face block walls or precision block walls as shown on Figure 5-8 and are
located along major arterials. Regular breaks should
occur along these walls where cul-de-sacs intersect to
avoid monotony and provide pedestrian access. Where
such walls tie into entry monumentation, the transition shall be made from the entry wall to the corridor wall
with a pilaster. Pilasters shall be provided at an average of every 100 feet, which may vary, depending on the
location of the wall or property lines but shall include changes in elevation or direction.
Perimeter Sound Wall Detail
Corridor or Neighborhood Wall
Wall and Fence - Detail A Figure 5-8
not to scale
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C. OPEN FENCE WALL
Open fence walls shall be located along the Friant-Kern Canal as part of the natural trail. An open fence wall is described as wrought iron on a split face block wall and is illustrated in Figure 5-9.
Chain link fencing shall be required along the Calloway Canal.
D. NEIGHBORHOOD WALLS
Neighborhood walls shall be designed as an integral component and extension of the building design and surrounding landscape (similar to those illustrated in Figure 5-8). Periphery walls can be integrated into the adjacent structure and extended into the landscape to help integrate the building into its environment and shall have a maximum height of 6 feet. Walls shall be constructed of materials, colors, and textures that are similar and harmonious with the architecture.
Particular importance shall be given to railing and cap details. Walls may be offset occasionally to avoid visual monotony. Walls shall be used to define the limits of property ownership, as well as for the creation of exterior privacy.
E. WALL AND FENCE GUIDELINES
The following guidelines shall be used for all walls and fences:
1. Appropriate materials include stone, stone veneer, split face/precision block, tubular steel, concrete, stucco pilasters and cap, and wrought iron.
2. Solid walls which are visible from public roadways shall incorporate design elements to reduce monotony. These elements shall include pilasters placed at average intervals of 100 feet.
3. The placement of a wall shall minimize the visual impact of the wall and maximizes its effectiveness as mitigation for noise and privacy.
4. Wall materials and patterns shall be compatible with adjacent building materials.
5. Walls shall be treated as extensions of the residential and commercial structures and use materials and colors complimentary of the overall architectural design.
6. The use of full dimension caps, pilasters, and changes in wall surfaces (staggering) is required where walls are visible from public rights-of-way.
Wrought Iron on Split Face Block Wall Detail (Open Fence Wall) Wall and Fence - Detail B Figure 5-9
not to scale
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5.3.7 SIGNS
Appropriate signage is important in maintaining the community design theme, as well as providing a system for identifying community and commercial development and giving directional information to residents, shoppers, and visitors. Unless noted within this Specific Plan, all signs shall comply with the requirements of the City of Shafter Sign Ordinance (Division 4 of the Shafter Municipal Code). Individual sign programs will be submitted at the time of site development permit review for each planning area.
The following basic principles shall be considered in the provision of signs within this Specific Plan:
1. The design and architectural elements of the
proposed signs shall be compatible and
consistent with theme elements of the
Coberly West Specific Plan.
2. Signs shall relate to human scale, especially
along pedestrian corridors.
3. The design of signs shall be compatible with
and complement the architecture of the
adjacent buildings.
4. Signs shall be designed to create a unifying
theme within the community. Signs utilized
in the Coberly West Specific Plan include both temporary and permanent types:
A. PERMANENT SIGNS
• Street Signs
• Project Identification
• Fire Lane Signs
• Community/Gated Entry Signs
• Community and Neighborhood Monumentation
• Commercial-Retail Tenant Signs
B. TEMPORARY SIGNS (PRESENT UNTIL THE COMPLETION OF PROJECT CONSTRUCTION) • Marketing and subdivision sale signs
• Future facility signs
Gossamer Grove
Gossamer Grove
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• Directional signs
• Banners and flags
5.3.8 LIGHTING
The design issue of “lighting” includes street lighting, as well as building and landscape accent lighting, and sign illumination. Unless noted within this Specific Plan, all lighting shall comply with the requirements of the City of Shafter Sign Ordinance (Division 4 of the Shafter Municipal Code). The following basic principles shall be considered in the provision of lighting:
1. Street lights shall provide a safe and desirable level of illumination for both motorists and pedestrians without intruding into residential areas.
2. Lighting fixtures shall relate to the human scale, especially in pedestrian areas.
3. Lighting and lighting fixtures shall complement the design and character of each planning area in which they are placed.
4. All lighting shall be pedestrian oriented and friendly but shall not be obtrusive or offensive.
5. All street lighting shall be decorative and conform to City standards or an approved theme lighting program, and shall be approved by the City Engineer.
6. Illuminated entries shall consider direct lighting low to the ground and be limited to only the immediate vicinity of the entry.
7. Lighting of entries shall not be distracting, create visual hot spots, or glare.
8. Lighting of the private recreation areas, neighborhood parks, and commercial areas shall be designed to minimize light spillage onto adjacent and nearby properties.
9. Light fixtures shall be decorative and located throughout the project.
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6.0 SPECIFIC PLAN ADMINISTRATION
6.1 ADMINISTRATION
6.1.1 OVERVIEW
The Mission Lakes Specific Plan (MLSP) provides for a unique mix of residential and commercial uses in the City of Shafter. This Specific Plan represents a framework of development for the Mission Lakes community. Implementation of the project requires the approval of numerous additional discretionary entitlements over the life of project build-out.
The methods and procedures for implementation and administration of this Specific Plan document are contained in this Chapter. This section sets forth the procedures needed to implement the approved Specific Plan and the procedures required for amendment of the Specific Plan, if necessary. Customized regulations are specified in this document, derived partially from the Specific Plan provisions in the City of Shafter Development Code.
The intent of this Administration section is to consolidate all requirements into a single review process as much as possible. The other regulatory processes required include compliance with subdivision/parcel map laws where land or air rights parcels are being created, or a Conditional Use Permit (CUP) where called for in the Specific Plan to establish a new use.
The site is expected to contain a variety of uses for which impacts and implications will be an integral part of the site planning and review process. Consequently, separate procedures related to the Specific Plan and Variance process are generally not required. For example, the variance procedure will generally not be applicable because modifications to site development standards (beyond interpretive limits available to the Planning Director) would constitute an amendment to the Specific Plan. The provisions of this Plan offer a degree of interpretive flexibility thorough the Development Review process that should accommodate most adjustments that are likely to be sought.
6.1.2 ENVIRONMENTAL REVIEW AND IMPLEMENTATION
Section 21159.21 of the California Government Code provides that once an EIR has been certified and a specific plan adopted, any residential development project, including any subdivision or zone change that is undertaken to implement and is consistent with the specific plan is exempt from additional CEQA review. This exemption does not apply if, after the adoption of the specific plan, any of the events which would trigger preparation of a subsequent or supplemental EIR occur,
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including substantial changes in the project or circumstances under which the project is being undertaken requiring major revisions in the project, or new information becomes available which was not known at the time the EIR was certified. However, if a supplemental EIR is prepared covering the changes, new circumstances, or new information and is certified, the exemption will apply to the projects that then follow the specific plan.
6.1.3 APPROVAL AUTHORITY
The Planning Director’s responsibilities shall include administering, interpreting, and enforcing all requirements and standards of the Mission Lakes Specific Plan, including the acceptance and processing of all land use permit applications. The Planning Director or designated representative may approve development permits that meet the requirements of this Specific Plan and may approve, conditionally approve, or deny minor requests for waiver of Specific Plan standards. The Planning Director and Building Official, or their designees, hold final approval authority for, and enforcement of: building permits, certificates of occupancy, home occupation permits, minor variance modifications, minor precise plans of development, sign permits, similar use determinations, and temporary use permits. The Planning Director may impose conditions of approval or make interpretations of the Specific Plan (City of Shafter Development Code, Section
1.70, Clarification of Ambiguities), which may be appealed to the Planning Commission. The Planning Director may also make a Determination of Similar Use in accordance with Section 1.90 of the Development Code, for any proposed use of a property is not expressly authorized as a permitted or conditional use by the Specific Plan. The Planning Director may refer matters involving development issues to the Project Assistance Committee, or the Planning Commission, and may consult with the City Attorney on questions of interpretation.
The following policies guide the administration of this plan:
1. The title of this plan shall be Mission Lakes Specific Plan (MLSP) and shall be designated on the City’s Zoning Map for this property as SP-2.
2. The Mission Lakes Specific Plan shall be adopted in accordance with Title 17, Chapter 15 of the City of Shafter Development Code.
3. Permitted, conditionally permitted, and prohibited land uses shall be as indicated in this Plan. The site development and design regulations, as specified in Sections 4 and5 of this plan are adopted by ordinance as zoning regulations for the property located within the Specific Plan boundaries.
4. Administrative procedures are provided in this Chapter. The Shafter Development Code shall be referred to for any topics that are not presented here, especially the Development Agreement (Section 17.2.70), Non-Conforming (Section 17.2.120), and Specific Plan (Chapter 15) sections of the City of Shafter Development Code.
5. Content of the Development Review application or CUP shall include content according to the following checklist:
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a. A site plan, at a scale no smaller than 1’ = 50 ‘, that delineates the location, amount and relationship of proposed uses and supporting improvements, including a statistical summary that identifies acreage by use, dwelling unit counts and nonresidential square footage as appropriate to the proposed uses. The plan shall show:
i. The location and size of proposed planning areas;
ii. The location and size of proposed buildings and structures; iii. The location, size and improvements of all driveways, parking areas, walkways, bus turnouts, drainage ways and means of ingress and egress, including the number parking spaces to be provided;
iv. The location and size of proposed public and private open space, including recreation facilities and spaces;
v. General landscaping and lighting concept;
vi. Location and type of project identification signs; and vii. Project conceptual elevations.
b. Either concurrent or subsequent to the development plan submittal, depending on proposed phasing, additional detail on the above components shall be provided, consisting of:
i. Dimensions of buildings and structures, including walls and fences; ii. Dimensions of drives, access ways and parking spaces; iii. Dimensions of proposed public and private spaces, including improvements;
iv. Improvement plans for infrastructure and utilities; v. A landscaping plan, including plant palette and sizes; and vi. Illustrative elevations of structures and improvements. c. A phasing plan showing how the remainder of the property (for which immediate approval is not being sought) will be developed and how necessary improvements will be made in conjunction with future phases.
d. Provisions for business owner, property owner, or homeowner association(s) where that method of management responsibility is proposed.
6. Documentation and justification of the method for providing for the following unifying features of the Specific Plan:
• Access; • Architectural Theme;
• Entry Points; • Signs; and
• Internal Circulation; • Infrastructure.
• Landscaping;
Documentation shall be in the form of a conformance document that has been reviewed by the master developer.
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7. Any new Conditional Use Permit (CUP) is subject to the provisions of the MLSP in addition to the findings and potential conditions identified in Section 2.50, Conditional Use Permits, of the City of Shafter Development Code.
8. Administrative interpretation of proposed plans may be made for the following:
a. Adequacy of application submissions and documentation; b. Residential unit counts and mix within the designated density ranges; c. Commercial square footage;
d. Compliance with design requirements;
e. Variations in landscape concept for location of landscape features, but not the total amount of landscaping;
f. Variations in setback that do not exceed 10% of the prescribed dimension; g. Land use designation boundary modifications not to exceed a 10% change in area.
9. The Planning Director has the authority to make interpretations and approve modifications to this Plan, including the determination that a proposed project exceeds the flexibility rules and intent of the Plan. In the latter case, an amendment to the Specific Plan would be necessary. The Director’s determination shall be rendered within 15 working days of a request for interpretation. This determination may be appealed to the Planning Commission and, subsequently, the City Council. However, under no circumstance shall a modification under this provision be allowed that cannot substantiate the required Specific Plan findings.
6.2 REQUIRED FINDINGS
Findings shall be made in accordance with this section of the Specific Plan:
An application for a Development Plan Review (for a permitted use) or Conditional Use Permit (for a conditionally permitted use) may be approved or conditionally approved if, on the basis of application, plans, materials, and/or testimony submitted that the following findings can be made:
1. The Project is consistent with the Shafter General Plan and the Mission Lakes Specific Plan;
2. The project’s uses and design are compatible with projects adjacent to the Specific Plan;
3. The project contributes to the design qualities expected of this Specific Plan area;
4. The project can provide the appropriate infrastructure and resources for water, sewer and electrical service; and
5. The project has demonstrated compliance with the Mitigation Measures identified within the General Plan Update Environmental Impact Report.
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Failure to make all the required findings shall require denial of the application.
6.3 IMPLEMENTATION
The Mission Lakes Specific Plan will be implemented through the processing of tract maps, parcel maps, and site plans. The implementation process, as described below, provides the mechanism for reviewing precise development plans and ensuring development consistency with the Specific Plan objectives. An implementation process for the amendment of this Specific Plan and for findings of Substantial Conformance to this Specific Plan is also provided below. All development within the Mission Lakes community is subject to the implementation procedures described herein.
6.3.1 DEVELOPMENT PLAN REVIEW
A. PURPOSE
The purpose of this section is to provide a process for the implementation and review of all site plans that will be required to implement the development and construction of this Specific Plan.
An application for design review is required prior to the issuance of any residential or commercial building permit within the Specific Plan area.
B. TIME LIMITATIONS
Each design approval granted through the Development Plan Review process shall become null and void two years after the date of approval, unless:
1. Building permits have been obtained and successful completion of the first building and safety division inspection has commenced within this period.
2. Any valid design review in effect at the date of adoption or amendment of this Specific Plan shall remain valid for a period of two years from the date of that design review approval or design review amendment. No further extension of time shall be granted for such design review upon expiration of that two-year period.
C. PRE-APPLICATION CONFERENCE
Prior to the filing of an application for Development Plan Review, the applicant or the applicant’s representative may hold a pre-application conference with the Planning Director and other designated staff from other departments and divisions to review the procedures and criteria for the design review process.
D. APPLICATION
An application for Development Plan Review shall be filed with the Planning Department in compliance with Chapter 2 of the Development Code. Submittals will include, but are not limited to, site plans and elevations. Further, any improvements that are depicted on any colored
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rendering, elevation, or drawing which is presented to the Planning Commission in conjunction with a development application, shall be installed pursuant to their appearance in that colored rendering, elevation, or drawing.
E. NOTICE
Notice of hearings for design review shall be as set forth in the City of Shafter Development Code.
6.3.2 DESIGN REVIEW
No building permit for residential or commercial development shall be issued until the proposed development has received, as part of the building permit review process, design review approval pursuant to the provisions of Section 2.80 of the City of Shafter Development Code.
6.3.3 SPECIFIC PLAN AMENDMENTS
Approval of this Specific Plan indicates acceptance by the City Council of a general framework for community development. Part of that framework establishes specific development standards that constitute the zoning regulations for the Mission Lakes Specific Plan. It is anticipated that certain modifications to the Specific Plan text, exhibits, and/or project may be necessary during the development of the project. Any modifications to the Specific Plan shall occur in accordance with the amendment process described in this section. These amendments, should they occur, are divided into two categories.
The first category, “Substantial Conformance,” as defined below, allows for minor changes to the Specific Plan without a public hearing and may be approved by the Planning Director. All other proposed changes are considered Formal Amendments and are required to be reviewed for approval by the Planning Commission and the City Council. In all cases amendments must be found to be in substantial conformance with the goals and standards of the Mission Lakes Specific Plan.
Amendments may be requested at any time pursuant to Section 65453(a) of the Government Code.
If the Amendment is deemed major by the Planning Director, it will be processed in the same manner as the original Specific Plan. Proposed amendments deemed to be minor modifications by the Planning Director, as defined herein, will be processed administratively by the Administrative Review process.
Depending upon the nature of the proposed Specific Plan Amendment, a supplemental environmental analysis may be required, pursuant to the California Environmental Quality Act (CEQA) Guidelines, Section 15162.
MARCH 2005 6.0 SPECIFIC PLAN ADMINISTRATION
6-7
6.3.4 IMPLEMENTATION ACTIONS
Implementation of the Mission Lakes Specific Plan will require property assembly and complete redevelopment of existing land uses. Because of the complexity of the land use mix, it is likely that development will occur in phases. To accommodate these factors, the following actions must be taken to facilitate implementation.
1. Annex the subject property into the City of Shafter City limits. The Specific Plan area is included as a part of a much larger area currently being annexed by the City.
2. Amend the Shafter General Plan to reference the Specific Plan Area as a Specific Plan Land Use Designation. This is a technical change and should be included with the General Plan update. It should be noted that any reclassification of the General Plan Land Use designation is a separate General Plan action and would be part of a separate planning process.
3. Amend the City of Shafter Development Code to include the Mission Lakes Specific Plan as a Zone District. Any Zoning District classifications for this site would no longer be needed and would be superseded by this Specific Plan.
4. Adopt this Specific Plan in its entirety by Ordinance and incorporate the Specific Plan in the appropriate sections of the City of Shafter Development Code.
5. Encourage and collaborate with private property interests to assemble the existing land parcels so that the concepts in the Plan can be implemented.
6. Condition projects within the Mission Lakes Specific Plan to comply with the mitigation measures specified in the General Plan Update Environmental Impact Report.
6.4 PHASING PLAN
Construction of the Mission Lakes Specific Plan will be phased in a logical sequence, in response to market demands. Ultimate phasing by recordation of phased final tract maps will be finalized at time of sale to merchant builders based on market demands. Adjustments to the phasing sequence are permitted provided that utilities and public facilities are available to service the phase in question.
6.4.1 AMENITIES TIMING
Although the project will be phased over a period of time, certain amenities, such as local parks, must be constructed prior to the issuance of a percentage building permits for a proposed project.
Completion of these amenities on a parallel track with proposed residential development helps to ensure that the quality of life of the residents is in place on a timely schedule. As such neighborhood pocket parks must be completed before the issuance of 60% of the certificates of
MARCH 2005 6.0 SPECIFIC PLAN ADMINISTRATION
6-8
occupancy in the planning area in which they are located. Construction of the public park in PA-11 shall begin before the issuance of certificates of occupancy for 2,500 dwelling units and be completed before 3,000 certificates of occupancy have been issued. The private recreation facilities of PA-10 must be completed prior to issuance of the certificates of occupancy for 1,500 dwelling units.
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 4, 2024
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Gabriel Gonzalez, City Manager
SUBJECT: PRESENTATION OF DRAFT SHAFTER RAIL USE MARKET
RESEARCH STUDY AND ALTERNATIVE USE INQUIRIES
RECOMMENDATION
This is an information report
BACKGROUND
The City of Shafter is the owner a container yard and short-rail and recently commissioned a Market Research Study (Study). R.L. Banks and Associates, LLC, was the consulting firm retained to conduct the Study. The Firm will present the draft findings fo the report at the at June 4, 2024 council meeting.
ANALYSIS
None.
FISCAL IMPACT
None
CEQA ANALYSIS
None. The Market Research Study does not constitute a project.
APPROVED BY THE CITY ATTORNEY
ALTERNATIVES
None.
NEXT STEPS
ATTACHMENTS
1. DRAFT Shafter Rail Use Market Research Study
Shafter Rail Use
Market Research Study and
Alternative Use Inquiries
PREPARED FOR
Shafter, California City Council
PREAPRED BY
R.L. Banks & Associates, Inc.
June 4, 2024
Summary
Report Overview • RLBA performed a Market Research
Study to dimension demand for a
new Transload Facility in the Shafter
area, utilizing the City’s existing
tracks.
• In addition, RLBA made initial
inquiries into 3 alternative use cases
of the Shafter Rail Facility: • Use by BNSF as a storage yard and/or siding;
• Use by an existing Transload
Operator in the
Shafter/Bakersfield Area or
• Use as a car storage and/or
cleaning facility.
2
Market Research Study Results
• RLBA worked with the Kern County Economic Development Corporation (KEDC) to develop a list of companies in the County that might be interested in a new transload facility to utilize in their logistics processes. • The final list included 140 potential rail users, all of which which were called and asked a series of questions about their current shipping processes and their potential interest in utilizing a new transload facility should Shafter develop one. The results of those interviews are summarized in the table below. 3
Alternative Use Case # 1
BNSF Railway Use
• Because Shafter’s facility connects and runs adjacent to the BNSF Mainline, it could serve as an active siding and/or railcar/train storage for BNSF. • RLBA contacted BNSF local management to gauge interest in the carrier’s use of Shafter’s tracks and received a positive response. • Both the local Superintendent (based in Bakersfield) and the General Manager (based in the LA area) were interested in using the facility. A contact at BNSF HQ was provided but RLBA was not able to connect with that person prior to this presentation.
• RLBA thinks it’s likely that if negotiations commenced with BNSF, it would want to purchase the facility rather than lease or operate it. 4
Alternative Use Case # 2
Use by an Existing Transload Operator
• There are currently two, existing transload operators in the greater Shafter/Bakersfield area, Asbury Transportation and Bakersfield QDC. • RLBA contacted both Operators to gauge interest in utilizing Shafter’s facility as an additional transload site to supplement their existing businesses or as an expansion facility.
• Asbury Transportation was not interested but Bakersfield QDC expressed interest. It was unable or unwilling to estimate the volumes or overall demand it would handle through the Shafter Facility but did say it was in a growth mode and Shafter’s facility could help them toward that goal. 5
Alternative Use Case # 3
Railcar Storage and/or Cleaning Facility
• Shortline railroads often make a healthy portion of their revenue from railcar storage. RLBA thought storage might be a good use case for Shafter’s facility and reached out to a railcar storage broker that we’ve worked with in the past to confirm and understand the market in the State of California. • The broker stated that there is currently a lack of both railcar storage and cleaning in the State. The broker was confident that it would be able to attract railcar storage business to Shafter’s facility with no issues. • However, the broker also mentioned that it is likely a rail operator would need to be on-site to receive shipments from BNSF and prepare shipments prior to BNSF picking up. That service is not typically handled by the railcar storage broker.
6
Next Steps
• Scenario 1 – draft Request for Proposal (RFP) of a new transload operator that would utilize Shafter’s Rail Facility to compete with existing transload operators in the Greater Shafter area.
• Scenario 2 – draft an RFP requesting bids from one of the alternative use cases:
• Rail Siding/Passing track
• Railcar storage and/or cleaning
• Satellite facility of an existing Transload Operator
• Scenario 3 – draft a broad RFP that would allow responses from likely bidders that would want to respond to both Scenario 1 and 2.
• Scenario 4 – perform a two step process by first, issuing a Request for Information or Request for Qualifications (RFI and RFQ respectively). • This would allow Shafter to gauge the responses received and tailor an RFP that more accurately reflects the market participants.
• Utilize the information received in the RFI/RFQ to draft an RFP 7
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 4, 2024
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Rachel Zermeno, Community Engagement Manager SUBJECT: REPORT OF PUBLIC BENEFIT TO THE COMMUNITY AT LARGE
FOR RECOMMENDED EXPENDITURES
RECOMMENDATION
Council find action is not defined as a "project" per Section 15378(b)(5) of the CEQA Guidelines; therefore, not subject to CEQA; and approve that the community at large will receive a public benefit from the expenditure of funds to purchase raffle prizes when hosting raffles at upcoming community events; and authorize the purchase of raffle prizes not to exceed $500 per event. Due to the increased cost of bikes and inflation, we were limited in what to purchase with the $200 trial. Staff would like to recommend that the Council authorize the purchase of raffle prize(s) not to exceed $500 per event.
BACKGROUND
The City of Shafter plans to attend several community events to introduce to residents new city portals, programs, and notification systems that benefit the community. The Community Engagement Department would like to be able to raffle off prizes at each event and not to exceed $200 per event and paid from the Shafter City Council Community Promotion account. This strategy is effective and will benefit the City and help boost sign-ups. For example, the City has implemented two programs: CodeRed, which will be used as an emergency notification system and for notifications such as emergencies, legal notices, agendas, job opportunities, etc. The second program is InvoiceCloud, a user-friendly program that allows customers to receive text communication to process online utility payments.
The Benefits of Hosting the Raffles will provide:
• Increased sign-ups for the City and promotion of our services • Increase engagement with the Community
• Provide an incentive by raffles
As the City continues to grow and we continue to implement software that benefits both the City and its residents, it's important for us to be able to highlight these benefits at community events, show the community support, and receive buy-in from the community on all programs that benefit residents of Shafter. By addressing and demonstrating these benefits to the public and hosting raffles to promote community
REPORT OF PUBLIC BENEFIT TO THE COMMUNITY AT LARGE FOR RECOMMENDED
EXPENDITURES
- 2 -
engagement and sign-ups, we can build on the city serving the community's best interests.
ANALYSIS
At the April 16th City Council meeting, the following items were presented to the Council for approval and authorization that the community at large would receive a benefit from the expenditure of funds to purchase raffle prizes not to exceed an amount of $200 per event to increase our sign-ups for new City Programs like CodeRED and Invoice Cloud. In addition, a few questions and concerns were raised in the discussion of this item. One question was, do other cities do this? Staff contacted our government's social media community to see what other cities were doing.
1. The City of Wentzville, MO, has incentivized the public with City Swag at some of its events and has given prizes using a spinning wheel option.
2. The City of Arlington, TX, has recently incentivized using household and cleaning supplies to get the public to participate in a program they were boosting. The city did a big shop at a local dollar store for these items. The city also shared that they allot annual for outreach materials and incentives for promotion.
3. The City of Whittier, CA, recently encouraged citizens to register their bikes with the city for an Earth Day event. Every citizen who registered a bike received a ULock for their bike. The partial cost of the U-lock came from a grant and the other from their budget.
The concept of authorizing an amount was not approved, and instead, the Council suggested a pilot program be conducted at the Dia del Nino and Cinco de Mayo events.
Staff decided to conduct the raffle at the Dia del Nino, and no-raffle at the Cinco de Mayo event. Staff purchased two bikes (one girl and one boy bike) for $190.
1. At Dia del Nino, five staff members attended to promote both CodeRED and Invoice Cloud. The event started early, and Staff was there for 3 hours. During the entire event, Staff was busy talking and educating the public on both programs, and the event line was busy the entire time, with folks waiting to sign up to receive a raffle ticket for an opportunity to win a bike. We had a total of 48 sign-ups between both programs.
2. At Cinco de Mayo, three staff members attended to promote both CodeRED and Invoice Cloud. Sign-ups were slow, and not much traffic came through our booth.
Due to the turnout one staff member was released to leave early. CodeRed had a total of one sign-up, and Invoice Cloud had four partial sign-ups for text statement options.
Staff has evaluated and determined the use of public funds is not a gift of public funds, because 1) the events will be open to the public; 2) it will positively promote the city; and 3) there is a public benefit for residents to sign up for a city-wide notification system and online billing.
REPORT OF PUBLIC BENEFIT TO THE COMMUNITY AT LARGE FOR RECOMMENDED
EXPENDITURES
- 3 -
FISCAL IMPACT
No budget action is required at this time. The current operating budget can cover the requested amounts.
CEQA ANALYSIS
The action is not defined as a "project" per Section 15378(b)(5) of the CEQA Guidelines because the action is approval of the finding of public benefit to the community for the recommended expenditures and therefore, it is organizational and administrative activity that will not result in direct or indirect physical changes to the environment and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
ALTERNATIVES
1. Approve Recommendation; or
2. Provide alternative direction to Staff; or
3. Take no action.
NEXT STEPS
Upon Council approval, staff will attend local community events to promote new programs available to Shafter residents. To encourage Shafter residents to sign up for new programs, staff will purchase raffle prizes at each event.
ATTACHMENTS
None
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 4, 2024
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Randy Milligan, Acting Chief of Police
SUBJECT: APPROVAL OF AGREEMENT WITH COUNTY OF KERN
SECURING FUNDING FROM THE STATE OF CALIFORNIA
UNDER ASSEMBLY BILL 33 OF 2023 - FENTANYL MISUSE AND
OVERDOSE PREVENTION TASK FORCE INTRODUCED BY
ASSEMBLY MEMBER BAINS IN THE AMOUNT OF $700,000
RECOMMENDATION
Council find the action is not defined as a "project" per Section 15378(b )(5) of the CEQA Guidelines and not subject to CEQA; and approve the agreement with the County of Kern to secure funding in the amount of $700,000 from the State of California under Assembly Bill Number 33 of 2023 – Fentanyl Misuse and Overdose Prevention Task Force introduced by Assembly Member Jasmeet Bains.
BACKGROUND
The County of Kern is the recipient of an allocation from the State of California under Assembly Bill Number 33 of 2023 – Fentanyl Misuse and Overdose Prevention Task Force, introduced by Assembly Member Jasmeet Bains for awarded agencies to provide various duties relating to fentanyl misuse.
These duties consist of collecting and organizing data on the nature and extent of Fentanyl misuse in California, identification and assessment of sources and drivers of legal and illicit Fentanyl and xylazine activity in California, and evaluating approaches to increase public awareness of Fentanyl misuse, develop methods to strengthen stats and local efforts to prevent Fentanyl misuse.
ANALYSIS
The project proposal (attached) prepared by the Police Department meets the requirements and objectives of Assembly Bill 33 that has been submitted to Assembly Member Bains, and approved by Assembly Member Bains.
The County will make an allocation in the maximum amount of seven hundred thousand dollars ($700,000) to the Police Department. The Police Department will utilize the funds for the purposes of preventing, enforcing, and treating Fentanyl misuse. The Police Department is required to utilize the funds during a period from the date of the
APPROVAL OF AGREEMENT WITH COUNTY OF KERN SECURING FUNDING FROM THE STATE OF CALIFORNIA UNDER ASSEMBLY BILL 33 OF 2023 - FENTANYL MISUSE AND OVERDOSE
PREVENTION TASK FORCE INTRODUCED BY ASSEMBLY MEMBER BAINS IN THE AMOUNT OF $700,000
- 2 -
Agreement through January 1, 2026. Included with this agenda item is the proposed scope of work and agreement.
FISCAL IMPACT
Personnel and purchases from the awarded funds will be paid by the State of California under Assembly Bill Number 33 of 2023 – Fentanyl Misuse and Overdose Prevention Task Force.
CEQA ANALYSIS
The action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines because the action is to approve a funding grant agreement and therefore, it is the creation of a governmental funding mechanism that does not result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
Council can choose to not approve the agreement with the County of Kern.
Not Recommended.
NEXT STEPS
If the agreement is approved, it will be signed by Council and returned to the County of Kern for approval by the Board of Supervisors.
ATTACHMENTS
1. AB 33 Shafter PD
2. BUDFIS AGT Shafter PD Fentanyl Task Force AGREEMENT final
Kern County Fentanyl Misuse and Overdose Prevention Task Force Fund Allocation Disbursement Agreement
County of Kern – Shafter City Police Department
This Allocation Disbursement Agreement is made and entered into on _____________________by and between the County of Kern, a political subdivision of the State of California (hereinafter “County”) and Shafter City Police Department (hereinafter “Agency”).
County and Agency are referred to individually as “Party” and collectively as “Parties.” WITNESSETH:
WHEREAS:
a) The County of Kern is the recipient of an allocation from the State of California under Assembly Bill Number 33 of 2023 – Fentanyl Misuse and Overdose Prevention Task Force (“Assembly Bill”), introduced by Assembly Member Bains, for Agency to provide various duties relating to fentanyl misuse, including, among others, collecting and organizing data on the nature and extent of fentanyl misuse in California, identification and assessment of sources and drivers of legal and illicit fentanyl and xylazine activity in California, and evaluating approaches to increase public awareness of fentanyl misuse, develop methods to strengthen state and local efforts to prevent fentanyl misuse, review and recommend model treatment protocols for medication-assisted treatment (MAT) of fentanyl misuse; b) County desired to engage Agency in accordance with the proposal(s) submitted to Assembly Member Bains, attached within Exhibit A of this agreement, and approved by Assembly Member Bains.
c) Agency is a local law enforcement agency within the county and desires to utilize allocation dollars for the purposes of participating in the Fentanyl Misuse and Overdose Prevention Task Force (“Task Force”) activities and associated responsibilities including, but not limited to, regular meetings and reporting as determined by the Task Force; and d) Agency has submitted a project proposal to be considered for an allocation of this funding which has been reviewed and approved by Assemblymember Bains for the purposes of preventing, enforcing, and education related to fentanyl and xylazine misuse.
NOW, THEREFORE, in consideration of the mutual promises hereinafter set forth, County and Agency agree as follows:
1. County’s Obligation. County will make an allocation in the maximum amount of seven hundred thousand dollars ($700,000) to the Agency subject to the terms and conditions set forth herein.
2. Purpose. Agency will utilize the funds for the purposes of preventing, enforcing, and treating fentanyl misuse as described within “Exhibit A” of this agreement.
3. Deposit of Funds. Agency shall deposit allocation dollars in a special account designated Fentanyl Misuse and Overdose Prevention Task Force Fund, separate and apart from all other accounts, which shall reflect all receipts and expenditures of funds allocated by County only.
4. Term. Agency shall utilize such funding during a period from the date of this Agreement through January 1, 2026.
5. Disbursement of Allocation dollars. Funds will be disbursed entirely at the beginning of the term. Agency shall provide accurate records of all its costs, disbursements and receipts for the funds used under this Agreement.
6. Non-appropriation. County reserves the right to terminate this Agreement in the event insufficient funds are appropriated or budgeted for this Agreement in any fiscal year. Upon such termination, County will be released from any further financial obligation to Agency, except for services performed prior to the date of termination. Recipient will be given thirty (30) days written notice in the event that such action is required by County.
7. Assignment. Agency shall not assign, transfer, or encumber this Agreement, or any part, and Agency shall not assign any monies due or which become due to Agency under this Agreement, without the prior written consent of the County.
8. Audit, Inspection and Retention of Records. Agency shall maintain and make available to County accurate books and records relative to the Services under this Agreement.
Agency shall permit County to audit, examine, and make excerpts and transcripts from its records and to conduct audits of all invoices, materials, records of personnel, or other data related to the Services under this Agreement. Agency shall maintain its data and records in an accessible location and condition for a period of not less than three years from the date of final payment under this Agreement, or until after the conclusion of any audit, whichever occurs last. The State of California and/or any federal agency having an interest in the subject of this Agreement shall have the same rights as County.
9. Authority to Bind County. It is understood that Agency, in Agency’s performance of any and all duties under this Agreement, except as otherwise provided in this Agreement, has no authority to bind County to any agreements or undertakings.
10. Captions and Interpretation. Paragraph headings in this Agreement are used solely for convenience and shall be wholly disregarded in the construction of this Agreement. No provision of this Agreement shall be interpreted for or against a Party because that Party or its legal representative drafted such provision. This Agreement is the product of negotiation and both Parties are equally responsible for its authorship. Section 1654 of the California Civil Code shall not apply to the interpretation of this Agreement.
11. Choice of Law/Venue. The Parties hereto agree that the provisions of this Agreement will be construed pursuant to the laws of the State of California. This Agreement has been entered into and is to be performed in the County of Kern. Accordingly, the Parties agree that the venue of any action relating to this Agreement shall be in the County of Kern.
12. Compliance with Law. Agency shall observe and comply with all applicable county, state and federal laws, ordinances, rules and regulations now in effect or hereafter enacted, each of which are hereby made a part hereof and incorporated herein by reference.
13. Compliance with Applicable Law. Agency shall observe and comply with all applicable local, state, and federal laws, ordinances, rules, and regulations now in effect or later enacted (“Applicable Law”), each of which is made a part of this Agreement
14. Confidentiality. Agency shall not, without the prior written consent of the County, communicate confidential information, designated in writing or identified in this Agreement as confidential, to any third party and shall protect confidential information from inadvertent disclosure to any third party in the same manner that it protects its own confidential information, unless disclosure is required in response to a validly issued subpoena or other process of law. Upon completion of this Agreement, the provisions of this Section shall continue to survive.
15. Conflict of Interest.
a. Financial Conflicts of Interest. Agency has read and is aware of the provisions of Government Code Section 1090 et seq. and Section 87100 et seq. relating to conflict of interest of public officers and employees. Agency acknowledges that it is unaware of any financial or economic interest of any public officer or employee of County relating to this Agreement. If is further understood and agreed that if a financial interest does exist at the inception of this Agreement, County may immediately terminate this Agreement by giving written notice. Agency shall comply with the requirements of Government Code Section 1090 et seq. and 87100 et seq. during the Term.
b. Organizational Conflicts of Interest. Agency represents, to the best of its knowledge, that neither Agency nor any Agency Representative presently has any consulting or contractual arrangement with any firm or organization that would give rise to an organizational conflict of interest with respect to the Services. Neither Agency nor any Agency Representative shall enter into any contractual arrangement that would give rise to any potential organizational conflict of interest, without first obtaining County’s prior written approval before entering the into the contractual arrangement. If any organizational conflict of interest is discovered by Agency relating to this Agreement, Agency shall immediately notify County, and attempt to present a suitable mitigation plan. County may, at its sole discretion, terminate this Agreement in the event that Agency has any actual or potential organizational conflict of interest. As used in this Section 14.b, “organizational conflict of interest” means any relationship whereby Agency has present or planned interests related to the Services which (i) may diminish its capacity to give impartial, technically sound, objective assistance and advice or may otherwise result in a biased work product, or (ii) may result in Agency or any Agency Representative being given an unfair advantage.
16. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same document.
17. Enforcement of Remedies. No right or remedy conferred on or reserved to a Party is exclusive of any other right or remedy under law, equity or statute, but each shall be cumulative of every other right or remedy now or in the future existing under law, equity or statute, and may be enforced concurrently or from time to time.
18. Indemnification.
a. General.
County is the recipient of funds from the State of California, under Number 33 of 2023 – Fentanyl Misuse and Overdose Prevention Task Force, introduced by Assembly Member Bains, in the amount of $700,000 to the County of Kern for Agency to provide various duties relating to fentanyl misuse, including, among others, collecting and organizing data on the nature and extent of fentanyl misuse in California, identification and assessment of sources and drivers of legal and illicit fentanyl and xylazine activity in California, and evaluating approaches to increase public awareness of fentanyl misuse, develop methods to strengthen state and local efforts to prevent fentanyl misuse, review and recommend model treatment protocols for medication-assisted treatment (MAT) of fentanyl misuse.
Agency shall defend, indemnify, and hold harmless County and County’s board members, elected and appointed officials, officers, employees, agents, volunteers
and authorized representatives (“County Indemnified Parties”) from any losses, liabilities, charges, damages, claims, liens, causes of action, awards, judgments and costs, including attorneys’ fees of County Counsel and outside counsel retained by County, expert fees, costs of staff time, and investigation costs (“Claims”) which arise out of or relate to any act or omission of Agency or Agency’s officers, employees, agents and subcontractors of any tier hired by Agency to perform the Services (“Agency Representatives”). This indemnification obligation shall include bodily and personal injury or death to any person; damage to any property, regardless of where located, including the property of County; and any workers’ compensation Claim arising from or relating to the Services. Agency shall defend any Claim with counsel of Agency’s choice, subject to County’s written approval, and at Agency’s sole cost.
b. Immigration Reform and Control Act. Agency acknowledges that Agency and Agency Representatives are aware of and understand the Immigration Reform and Control Act (“IRCA”). Agency is and shall remain in compliance with the IRCA and shall ensure that any Agency Representatives are and shall remain in compliance with the IRCA. In addition, Agency shall defend, indemnify and hold harmless County and County Indemnified Parties from any Claims which arise out of or relate to any allegations that Agency or Agency Representatives are not authorized to work in the United States and/or any other allegations based upon alleged IRCA violations committed by Agency or Agency Representatives. Agency shall defend any Claim with counsel of Agency’s choice, subject to County’s written approval, and a Agency’s sole cost.
c. Infringement Claim. If any Claim is asserted or action or proceeding brought against County or County Indemnified Parties which alleges that all or any part of the Services in the form supplied by Agency or County’s use, infringes or misappropriates any United States or foreign patent or copyright, or any trade secret or other proprietary right, County shall give Agency prompt written notice.
Agency shall defend and indemnify County and County Indemnified Parties from any Claims, including costs incurred by County in order to avoid entry of any default judgment or other waiver of County’s rights. Agency shall defend any claim with counsel of Agency’s choice, subject to County’s written approval, and at Agency’s sole cost. County shall cooperate fully with and may monitor Agency in the defense of any Claim and shall make employees available as Agency may reasonably request with regard to the defense, subject to reimbursement by Agency of all costs incurred by County’s cooperation in the defense.
d. Remedy of Infringement Claim. If the Services are, in Agency’s opinion, likely to become or do become the subject of a claim of infringement or misappropriation of a United States or foreign patent, copyright, trade secret or other proprietary right, or if a temporary restraining order or other injunctive relief is entered against the use of part or all of the Services, Agency shall within 90 days:
i. Replace. Promptly replace the Services with compatible, functionally equivalent, and non-infringing services;
ii. Modify. Promptly modify the Services to make them non-infringing without materially impairing County’s ability to use the Services as intended; iii. Procure Rights. Promptly procure the right of County to continue using the Services; or
iv. Refund. As a last resort, if none of these alternatives is reasonably available to Agency, and County is enjoined or otherwise precluded legally
from using the Services, Agency shall, within 120 days of the judgment or other court action, promptly refund to County all fees and costs paid for the Services, and this Agreement shall terminate. All licensed products shall be disposed of as ordered by the governing court at the sole cost of Agency or as determined by County if the court does not so direct. e. Modification of Services. This indemnification does not extend to modifications or additions to the Services made by County or any third party without the prior written consent of Agency, or to any unauthorized use of the Services by County. f. Survival of Indemnification Obligations. Upon completion of this Agreement, the provisions of this Section 17 shall survive.
19. Insurance. Agency, in order to protect County and County Indemnified Parties against Claims as a result of the performance of Agency’s obligations, as required in this Agreement, shall secure and maintain the following insurance. Agency shall not perform any Services until Agency has obtained all insurance required under this Section 9 and the required certificates of insurance and all required endorsements have been filed with County’s authorized insurance representative (“Authorized Insurance Representative”).
Receipt of evidence of insurance that does not comply with all applicable insurance requirements shall not constitute a waiver of these insurance requirements. The required documents must be signed by the authorized representative of the insurance company shown on the certificate. Upon request, Agency shall supply proof that the designated person is an authorized representative, and is authorized to bind the named underwriter(s) and their company to the stated coverage, limits and termination provisions. Agency shall promptly deliver to Authorized Insurance Representative a certificate of insurance, and all required endorsements, with respect to each renewal policy, as necessary to demonstrate the maintenance of the required insurance coverage for the Term. The certificates and endorsements shall be delivered to Authorized Insurance Representative prior to the expiration date of any policy and bear a notation evidencing payment of the premium if so requested. Agency shall immediately pay any deductibles and self-insured retentions under all required insurance policies upon the submission of any Claim by Agency or County as an additional insured.
a. Workers’ Compensation and Employer’s Liability Insurance Requirement. If Agency has employees who may perform any Services under this Agreement, Agency shall submit written proof that Agency is insured against liability for workers’ compensation in accordance with the provisions of California Labor Code Section 3700. Agency shall require any Agency Representatives to provide workers’ compensation for any of the Agency Representative’s employees, unless the employees are covered by the insurance carried by Agency. If any class of employees engaged in Services is not covered by California Labor Code Section 3700, Agency shall provide and/or require each Agency Representative to provide adequate insurance for the coverage of employees not otherwise covered. Agency shall also maintain employer’s liability insurance with limits of $1,000,000 for bodily injury or disease.
b. Liability Insurance Requirements.
i. Types of Liability Insurance. Agency shall maintain in full force and effect, during the Term, the following types of liability insurance:
1. Commercial General Liability Insurance, including Contractual Liability Insurance (specifically covering the indemnification provisions of this Agreement), Products-Completed Operations
Hazard, Personal Injury (including bodily injury and death), and Property Damage for liability arising out of Agency’s performance of the Services. The Commercial General Liability insurance shall contain no exclusions or limitations for Agency Representatives working on the behalf of the named insured. Agency shall maintain the Products-Completed Operations Hazard coverage for the longest period allowed by Applicable Law following termination of this Agreement. The amount of the insurance coverage required by this Agreement shall be the policy limits, which shall be no less than one million dollars ($1,000,000) each occurrence and two million dollars ($2,000,000) aggregate.
2. Automobile Liability Insurance, against claims of Personal Injury (including bodily injury and death) and Property Damage covering any owned, leased, hired and non-owned vehicles used in the performance of the Services with insurance coverage equal to the policy limits, which shall be no less than one million dollars ($1,000,000) each occurrence.
3. Professional Liability (Errors and Omissions) Insurance, for liability arising out of or related to the performance of the Services, with insurance coverage equal to the policy limits, which shall be no less than one million dollars ($1,000,000) each occurrence and two million dollars ($2,000,000) aggregate.
ii. Endorsements. The Commercial General Liability and Automobile Liability Insurance required in this Section 9 shall include an endorsement naming County and County Indemnified Parties as additional insureds for liability arising out of this Agreement and any related operations. The endorsement shall be provided using one of the following three options: (i) on ISO form CG 20 10 11 85; or (ii) on ISO form CG 20 37 10 01 plus either ISO form CG 20 10 10 01 or CG 20 33 10 01; or (iii) on other forms which provide coverage at least equal to or better than form CG 20 10 11 85. iii. Claims-Made Insurance. If any of the insurance coverages required under this Agreement is written on a claims-made basis, Agency, at Agency’s option, shall either (i) maintain the coverage for at least three years following the termination of this Agreement with coverage extending back to the Effective Date; (ii) purchase an extended reporting period of not less than three years following the termination of this Agreement; or (iii) acquire a full prior acts provision on any renewal or replacement policy. c. Insurance Companies. All insurance shall be issued by a company or companies admitted to do business in California and listed in the current “Best’s Key Rating Guide” publication with a minimum rating of A-; VII. Any exception to these requirements must be approved in writing by the County Risk Manager. d. Self-Insurance. If Agency is, or becomes during the Term, self-insured or a member of a self-insurance pool, Agency shall provide coverage equivalent to the required insurance coverages and endorsements. County will not accept the coverages unless the County Risk Manager determines, in its sole discretion and by written acceptance, that the coverages proposed to be provided by Agency are equivalent to the required coverages. Any self-insured retentions in excess of $100,000 must be declared on the Certificate of Insurance or other documentation provided to County and must be approved in writing by the County Risk Manager.
e. Primary Insurance; Waiver of Subrogation. All insurance carried by Agency shall be primary to and not contributing to any insurance or self-insurance maintained by County. An endorsement shall be provided on all policies, except professional liability/errors and omissions, which shall waive any right of recovery (waiver of subrogation) against County.
f. Insurance Does Not Replace Indemnification. Maintenance of the insurance coverages in the minimum specified amounts shall not be construed to relieve Agency for any liability, whether within, outside, or in excess of the coverage, and regardless of solvency or insolvency of the insurer that issues the coverage; nor shall it preclude County from taking other actions as are available to it under this Agreement or under Applicable Law.
g. Failure to Maintain Insurance. Failure by Agency to maintain all insurance in effect at all times required by this Agreement shall be a material breach of this Agreement by Agency. County, at its sole option, may terminate this Agreement and obtain damages from Agency resulting from the breach. Alternatively, County may purchase the required insurance coverage, and without further notice to Agency, County shall deduct from sums due to Agency any premiums and associated costs advanced or paid by County for the insurance. If the balance of monies owed to Agency under this Agreement is insufficient to reimburse County for the premiums and any associated costs, Agency shall reimburse County for the premiums and pay for all costs associated with the purchase of the insurance. Any failure by County to take this alternative action shall not relieve Agency of its obligation to obtain and maintain the insurance coverages required by this Agreement.
h. Cancellation of Insurance. The insurance coverages required to be maintained by Agency shall be maintained until the completion of all of the Services except as otherwise stated in this Agreement. Each insurance policy supplied by Agency shall not be terminated, suspended, voided, canceled, non-renewed or reduced in coverage or in limits except after 10 days prior written notice to Agency in the case of non-payment of premiums, or 30 days prior written notice in all other cases. This notice requirement does not waive these insurance requirements. Agency shall immediately obtain replacement coverage for any insurance policy that is terminated, suspended, voided, canceled, reduced in coverage, or whose policy limits have been exhausted or upon insolvency of the insurer that issued the policy.
20. Modifications of Agreement. This Agreement may be modified in writing only, signed by the Parties in interest at the time of the modification.
21. Negation of Partnership. In the performance of all services under this Agreement, Agency shall be, and acknowledges that Agency is, in fact and law, the recipient of a allocation and not an agent or employee of County. Agency has and retains the right to exercise full supervision and control of the manner and methods of providing services to County under this Agreement. Agency retains full supervision and control over the employment, direction, compensation and discharge of all persons assisting Agency in the provision of services under this Agreement. With respect to Agency’s employees, if any, Agency shall be solely responsible for payment of wages, benefits and other compensation, compliance with all occupational safety, welfare and civil rights laws, tax withholding and payment of employee taxes, whether federal, state or local, and compliance with any and all other laws regulating employment.
22. Non-Collusion Covenant. Agency represents and agrees that (i) it has in no way entered into any contingent fee arrangement with any firm or person concerning the obtaining of
this Agreement with County and (ii) it has received from County no incentive or special payments and no considerations not related to the provision of the Services.
23. Nondiscrimination. Neither Agency, nor any Agency Representative, shall discriminate in the treatment or employment of any individual or groups of individuals on the grounds of race, color, religion, national origin, age, sex, or any other classification protected by Applicable Law, either directly, indirectly or through contractual or other arrangements.
24. Non-waiver. No term, covenant or condition of this Agreement can be waived except by the prior written consent of County. Forbearance or indulgence by County shall not constitute a waiver of the covenant or condition to be performed by Agency. County shall be entitled to invoke any remedy available to County under this Agreement or by Applicable Law despite the forbearance or indulgence.
25. Notices. All notices under this Agreement shall be provided to Kern County at the address indicated in the opening section of this Agreement and to the Agency and Responsible County Department at the addresses shown below. Delivery shall be by personal delivery or deposit in the U.S. Mail, postage prepaid, registered or certified mail, addressed as specified above. Notices delivered personally shall be deemed received upon receipt; mailed or expressed notices shall be deemed received five days after deposit. A Party may change the address to which notice is to be given by giving notice as provided above.
Nothing in this Agreement shall be construed to prevent or render ineffective delivery of notices under this Agreement by leaving the notice with the receptionist or other person of like capacity employed in Agency’s office, or the receptionist for the Kern County General Services Department.
Responsible County Department
Fentanyl Prevention, Education, and Treatment Fund
County Administrative Office
Kern County Administrative Center
1115 Truxtun Avenue, Fifth Floor
Bakersfield, CA 93301
Shafter City Police Department
201 Central Valley Highway
Shafter, CA 93263
26. Ownership of Documents. All reports, documents, and other items generated or gathered in the course of providing the Services are and shall remain the property of County, and shall be returned to County upon full completion of the Services or termination of this Agreement, whichever first occurs.
27. Representations. Agency makes the following representations, which the Parties agree are material to and form a part of the inducement for this Agreement:
a. Expertise and Staff. Agency has the expertise, support staff, and facilities necessary to provide the Services; and
b. No Adverse Interests. Agency does not have any actual or potential interests adverse to County, nor does Agency represent a person or firm with an interest adverse to County relating to the subject of this Agreement; and c. Timeliness. Agency shall diligently provide the Services in a timely and professional manner in accordance with the terms and conditions in this Agreement.
28. Severability. If any term, covenant or condition in, or provision of, this Agreement is determined by a court to be in conflict with any Applicable Law, or otherwise be unenforceable or ineffectual, the validity of the remaining terms or provisions shall be deemed severable and shall not be affected, provided that the remaining terms or provisions can be construed in substance to constitute the agreement which the Parties intended to enter into on the Effective Date.
29. Signature Authority. Each Party has full power and authority to enter into and perform this Agreement, and the person signing this Agreement on behalf of each Party has been properly authorized and empowered to enter into this Agreement.
30. Sole Agreement. This Agreement, including Exhibits, contains the entire agreement of the Parties relating to the Services, rights, and obligations and terms, covenants and conditions contained in this Agreement and assumed by the Parties. No inducements, representations or promises have been made, other than those stated in this Agreement.
No oral promise, modification, change, or inducement shall be effective or given any force or effect.
31. Termination. The County may at its election, without cause, terminate this Agreement by written notice (“Notice of Termination”). The Notice of Termination shall be deemed effective 15 days after personal delivery, or 20 days after mailing by U.S. Mail, postage prepaid, registered or certified mail, addressed as provided in Section 23. In addition, either Party may immediately terminate this Agreement if the other Party fails to substantially perform in accordance with the terms and conditions of this Agreement through no fault of the Party initiating the termination. In the event this Agreement is terminated by either Agency or the County, Agency shall submit to the Responsible County Department all files, memoranda, documents, correspondence and other items generated in the course of performing the Services, within 15 days after the effective date of the Notice of Termination. If either Party terminates this Agreement as provided in this Section 13, County shall pay Agency for all satisfactory Services rendered by Agency prior to the effective date of Notice of Termination in an amount not to exceed the maximum dollar amount shown in Section 1.
32. Time of Essence. Time is expressly declared to be of the essence of this Agreement and of each provision, and each provision is declared to be a material, necessary and essential part of this Agreement.
33. Waiver of Claims. Agency waives all claims and recourse against County, including the right to retribution for any loss or damage arising from, growing out of, or in any way connected with or incident to this Agreement.
34. No Third Party Beneficiaries. The Parties understand and agree that the enforcement of the terms, covenants and conditions and all rights of action relating to enforcement, shall be strictly reserved to County and Agency. Nothing contained in this Agreement shall give or allow any claim or right of action by any other third person. It is the express intention of County and Agency that any person or entity, other than County or Agency, receiving services or benefits under this Agreement shall be deemed an incidental beneficiary only.
35. Gender/Plural. References to feminine, masculine or neutral include the other, and references to the singular or plural include the other.
36. Recitals. Each of the recitals is incorporated in this Agreement, is deemed to be the agreement and a reflection of the intent of the Parties, and is relied upon by the Parties in agreeing to the provisions of this Agreement and in interpreting its provisions.
37. Political/Religious Activity. No person performing any service or providing any goods designated under this Contract shall participate in any political or religious activity on County time or in any manner involving the use of county property or expenditure of public funds nor conveying the implication of County endorsement or support for a candidate for local, state, or federal office. Notwithstanding the foregoing, nothing in this Contract shall be construed to unlawfully limit an individual’s Constitutional rights. Accordingly, the limitations contained in this section are for the sole purpose of preventing proselytizing and politicking while engaged in the performance of services under this contract. [SIGNATURES FOLLOW ON NEXT PAGE]
IN WITNESS TO THE FOREGOING, the parties have executed this Agreement as of the day and year first written above.
County of Kern: Agency:
_____________________________ ____________________________ Chairman, Board of Supervisors City Manager, City of Shafter “County” “City”
_____________________________
Shafter City Police Department
“Agency”
Approved as to Form: Approved as to Form:
______________________________ _____________________________ County Counsel City Attorney
Approved as to Content: Countersigned:
______________________________ _____________________________ County Administrative Officer Finance Director
Exhibit A
County of Kern - Shafter City Police Department
Project Title: Fentanyl Misuse and Overdose Prevention Task Force Fund Funding: $700,000
Project Objective:
The objective of this project is to concentrate efforts on drug suppression in partnership with local, state, and federal law enforcement agencies, specifically directing its focus toward investigations related to fentanyl, alongside the establishment of community education and outreach programs coupled with proactive law enforcement for drug suppression and interdiction. The funding will be utilized to establish and sustain a dedicated Fentanyl investigation and education team within the Shafter City Police Department, herein referred to as the SAFEE Team (Strategic Alliance for Fentanyl Enforcement and Education).
Scope of Services:
The Agency will have discretion over the categorical allocation and expenditure of one-time funds provided under this agreement, within the scope of services defined herein and detailed below:
1. Personnel
Estimated Allocation: $350,000
Purpose: Salary for specialized narcotic detectives, crime analyst, school/community resource officers with expertise in drug suppression and fentanyl investigations.
2. Training and equipment
Estimated Allocation: $175,000
Purpose: Specialized training programs and equipment for narcotics detectives and school/community resource officers, as well as the acquisition of state-of-the-art equipment, vehicles, and technology for effective drug detections and investigations.
3. Education and outreach programs
Estimated Allocation: $70,000
Purpose: Development and implementation of educational programs to raise awareness about the dangers of drug abuse, particularly fentanyl. Outreach campaigns to engage with schools, community centers, and local organizations.
4. Operational expenses
Estimated Allocation: $105,000
Purpose: Administrative costs essential for the support and operation of the Strategic Alliance for Fentanyl Enforcement and Education (SAFEE) plan.
Deliverables:
1. Recruitment and hiring of one narcotics detective, one crime analyst, and one school/community resource officer specializing in fentanyl detection, investigation, and interdiction.
2. Collaboration with the Task Force, law enforcement agencies, public health officials, and community organizations in the formulation of a comprehensive strategy designed to tackle the multifaceted dimensions inherent in the fentanyl crisis.
3. Collection and analysis of data concerning fentanyl distribution, patterns of use, and correlated criminal activities.
4. Planning, coordination, and implementation of community education and outreach events in collaboration with the Task Force. Facilitation of educational initiatives within elementary and high schools in and around the City of Shafter.
Performance Measurement:
Seizures: Number and quantity of fentanyl and xylazine seizures made by the Agency.
Interdiction: Number of fentanyl and xylazine shipments intercepted or prevented from entering the community.
Targeted disruption or elimination: Number of investigations resulting in disruption or dismantlement of targeted organizations.
Arrests: Number of arrests made related to the trafficking and possession of fentanyl and xylazine made by the Agency.
Community Engagement and Education: Number of community members and students engaged through education initiatives and outreach events.
Project Duration:
The project is scheduled to commence upon approval of funding and is expected to achieve significant milestones within the first 12 months of implementation.
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 4, 2024
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Marcos Torres, Deputy Public Works Director SUBJECT: AWARD WATER METER INSTALLATION PROJECT - PHASE II TO REMEDIAL TRANSPORTATION SERVICES (RTS), INC. IN
THE AMOUNT OF $1,310,596
RECOMMENDATION
Council find the action is not defined as a “project” per Section 15378(b)(4) of the California Environmental Quality Act Guidelines; approve the reallocation of American Rescue Plan Act funding of $250,000 from Capital Improvement Program Project No.
WA00015 to Project No. WA00017; accept bids received for the Water Meter Installation Project - Phase II; approve one bid submitted by Remedial Transportation Services (RTS), Inc. valued at $1,310,596.00 for said project; and, authorize the Public Works Director to award a construction contract to RTS for completing said project with budget authority up to $1,500,000.
BACKGROUND
California Assembly Bill 2572 mandates that all domestic water services be metered for billing statewide by January 1, 2025. To date, the City has completed approximately 80% of the meter installations required. At its April 2, 2024 meeting, the Council authorized formal bidding of the Water Meter Installation Project - Phase II Project, which covers the installation of 945 meters previously purchased by the City. On May 3, 2024, bids for this project were publicly opened. The bid summary is detailed below:
Bid No. Bidder Total Bid
1 Remedial Transportation
Services (RTS) Inc.
$1,310,596.00
2 Lyles Utility Construction, LLC $1,832,867.00
The pre-bid estimate for the installation work ranged from $800,000 to $1,000,000.
ANALYSIS
The confirmed lowest responsive bid received was submitted by Remedial Transportation Services Inc. This contractor would be responsible for saw-cutting, asphalt removal, excavation, line locating, backfilling, and patching, constituting
AWARD WATER METER INSTALLATION PROJECT - PHASE II TO REMEDIAL TRANSPORTATION SERVICES (RTS), INC. IN THE AMOUNT OF $1,310,596 - 2 -
approximately 75% of the project. Co-Opp Plumbing, listed as a subcontractor, will be responsible for the plumbing-related work and has a proven track record, mostly for private developments.
A suggested project budget to cover the lowest responsive bid plus contingencies is $1,500,000.
FISCAL IMPACT
The Fiscal Year 2023-2024 Capital Improvement Program budget was adopted with $1,250,000 in funding allocated to new meter installations with Project No. WA00017. The source of the funding is water service rates. Reallocating federal American Rescue Plan Act (ARPA) funds currently programmed for developing a new groundwater well known as Well 21 (Project No. WA00015) is an appropriate strategy for closing the funding gap of $250,000 for the meter installations. Water development impact fee proceeds can replace whatever ARPA funds are reallocated. This transfer of funds must be included among the recommended actions.
CEQA ANALYSIS
The action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines because the action is awarding of a construction contract for water meter installation in compliance with State law and therefore, it is the creation of a governmental funding mechanism or other fiscal activity that does not involve any commitment to a specific project that can result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
Given the looming deadline to become a fully metered water system, alternative action is not recommended. While the bids exceed the original estimate, seeking additional bids will likely not result in lower costs. With the recommended budget action, the City can and should proceed with this project to meet the meter installation deadline.
NEXT STEPS
Upon Council approval, Public Works will issue a contract Notice of Award to Remedial Transportation Services. The project should commence this summer. Water customers impacted by the project will be notified in advance of any work on their water service.
ATTACHMENTS
1. Water Meter Installation Project (Phase II)-BID RESULTS
ITEM DESCRIPTION QTY UNITS UNIT COST TOTAL COST UNIT COST TOTAL COST 1 MOBILIZATION, DEMOBILIZATION, CLEAN-UP 1 LS
$ 20,325.00 20,325.00 $ 20,000.00 $ 20,000.00 $
2 1" NEW WATER SERVICE COMPLETE WITH INSTALLATION OF METER, METER BOX, LID, BACKFILL & PATCH 873 EA $ 1,047,600.00 1,200.00 $ 1,646.00 $ 1,436,958.00 $ 3 2" NEW WATER SERVICE COMPLETE WITH INSTALLATION OF METER, METER BOX, LID, BACKFILL & PATCH 2 EA $ 2,900.00 1,450.00 $ 3,340.00 $ 6,680.00 $ 4 MULTIPLE METER MANIFOLD - VARIES FROM TWO-SIX (2-6) WATER METERS/BOX PER MANIFOLD 25 EA $ 113,750.00 4,550.00 $ 4,050.00 $ 101,250.00 $ 5 CHRISTY B16 BOX WITH N16RP COMPOSITE LID MARKED "WATER" 945 EA $ 119,070.00 126.00 $ 267.00 $ 252,315.00 $
6 CHRISTY B30 BOX WITH N36RP COMPOSITE LID MARKED "WATER" 2 EA $ 316.00 158.00 $ 332.00 $ 664.00 $
7 TRAFFIC CONTROL 1 LS
$ 6,635.00 6,635.00 $ 15,000.00 $ 15,000.00 $
$ 1,832,867.00 1,310,596.00 $
CO-OPP PLUMBING Plumbing Services (25%) NONE
CITY OF SHAFTER
WATER METER INSTALLATION PROJECT (PHASE II) *UNDER REVIEW*
SUBTOTAL BASE BID
BASE BID
SUBCONTRACTORS
REMEDIAL TRANSPORTATION SERVICES (RTS)
INC. LYLES UTILITY CONSTRUCTION, LLC
BID RESULTS
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 4, 2024
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Alex Gonzalez, Deputy Public Works Director SUBJECT: DISCUSSION ON SHAFTER AQUATIC CENTER BUILDING
ELEVATION PROFILES
RECOMMENDATION
Discuss building exterior and architectural features presented by Ordiz-Melby Architects and provide design feedback to staff.
BACKGROUND
At its special meeting on May 22, 2024, the Council received an update from Public Works covering a conceptual layout planned for the interior of the new main building at the Shafter Aquatics Center. Following the update, the Council requested an opportunity to review and discuss options for architectural features with the building exterior at a future meeting. Since then, staff has coordinated a presentation of these options with the City's contracted design architect, Ordiz-Melby Architects.
ANALYSIS
A presentation by Ordiz-Melby Architects will provide three-dimensional building renderings for enhanced visualization of the design options. Preferences provided by the Council can be factored into the final design before bidding and construction commence.
FISCAL IMPACT
No budget action is required. The item is presented for discussion purposes only.
CEQA ANALYSIS
This item does not require discretionary action as it is for informational purposes only.
Therefore, it does not trigger CEQA review.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
There are no alternatives to the recommended action. The item is presented for discussion purposes only.
DISCUSSION ON SHAFTER AQUATIC CENTER BUILDING ELEVATION PROFILES - 2 -
NEXT STEPS
Following tonight's meeting, the Council's feedback will be used to update the design and develop biddable construction plans. Authorization to bid will be brought before the Council for approval at a future meeting.
ATTACHMENTS
1. Aquatics Center Conceptual Plans
PATH/NAME: K:\Jobs 2351-2400\20242361 Shafter Aquatics\Drawings\03 SD\COS Aquatic Center-Modular SD27.pln PLOT DATE: 5/28/2024PLOT TIME: 8:35 AM
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SCHEMATIC SITE PLAN
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PROPOSED MODULAR BUILDING Page 291 of 541
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EAST ELEVATION 3 SCALE: 3/16" = 1'-0"WEST ELEVATION
EXTERIOR ELEVATIONS
3/16" = 1'-0"
PATH/NAME: K:\Jobs 2351-2400\20242361 Shafter Aquatics\Drawings\03 SD\COS Aquatic Center-Modular SD27.pln PLOT DATE: 5/28/2024PLOT TIME: 8:21 AM
EXTERIOR ELEVATION
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 4, 2024
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Rogelio Sanchez, Finance Director
SUBJECT: PRESENTATION OF PROPOSED OPERATING BUDGET FOR
FISCAL YEAR 2024/2025
RECOMMENDATION
Council determine the action is exempt from the California Environmental Quality Act (CEQA) because it is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines; and receive the staff report related to the proposed 2024/2025 budget and provide direction to the management team if any.
BACKGROUND
The proposed operating budget is subject to council review and feedback. The staff is pleased to present to council a balanced Operating Budget FY 2024-2025. To date, we have conducted three (3) budget workshops commencing March 2024.
The following topics have previously been discussed during budget workshops.
Workshop # Date Workshop Overview
1 March 19, 2024 FY 2024-2025 Operating Revenues
Projections, Proposed Expenses, and CIP
2 April 16, 2024
Department Presentations -
Accomplishments, Goals, and Additional
Requests
3 May 15, 2024 Additional Requests Approvals
4 June 4, 2024 FY 2024-2025 Draft Book
5 June 18, 2024 Adopted Budget
The budget maintains the conservative fiscal policies of the City Council, while continuing to take significant steps to implement the City's Strategic Goals and the recommendations of the Community Vision project. The strategic planning process continues to be the cornerstone of the Council's ongoing Strategic Goals, which gives employees confidence that the decisions they make and the work they do is consistent with Council and community direction. This year, several
PRESENTATION OF PROPOSED OPERATING BUDGET FOR FISCAL YEAR 2024/2025 - 2 -
strategic capital projects are included in the Capital Improvement Plan and will be constructed over the next five years.
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
ANALYSIS
The proposed Annual Operating Budget FY 2024-2025 is a balanced budget, and the CIP includes several quality-of-life projects to enhance the City’s recreational amenities. Moreover, it maintains the high levels of service our residents expect.
The budget maintains the conservative fiscal policies of the City Council, while continuing to take significant steps to implement the City's Strategic Goals and the recommendations of the Community Vision project. The strategic planning process continues to be the cornerstone of the Council's ongoing Strategic Goals, which gives employees confidence that the decisions they make and the work they do is consistent with Council and community direction. This year, several strategic capital projects are included in the Capital Improvement Plan and will be constructed over the next five years.
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
The management team is committed to promoting and supporting strategic priorities including economic development, public safety, community services, and housing and infrastructure. The strategic priorities are focused on maintaining an engaged community where a culture of safety, growth, learning, and wholesome family values may be fostered and where business leaders feel welcomed and supported through win-win partnerships.
PRESENTATION OF PROPOSED OPERATING BUDGET FOR FISCAL YEAR 2024/2025 - 3 -
The previous table provides an overview of the commitment to ongoing operating costs.
The following table provides additional details regarding the department requests for the upcoming FY 24/25.
PRESENTATION OF PROPOSED OPERATING BUDGET FOR FISCAL YEAR 2024/2025 - 4 -
The five-year Capital Improvement Plan (CIP) for 2024-2029 is in alignment with current strategic priorities. The five-year plan estimates $125.89 million with the largest project coming from a $50 million wastewater treatment plant expansion. Most of the projects outside of water and wastewater are funded by special capital grants and operating grants such as gas tax, Transportation Development Act (TDA), SB1 Roads & Maintenance, and American Rescue Plan Act (ARPA).
PRESENTATION OF PROPOSED OPERATING BUDGET FOR FISCAL YEAR 2024/2025 - 5 -
The City expects to maintain healthy reserves in the General Fund despite an increase in operating costs because of inflation. This budget continues to fund essential services for residents, while also allowing small increases to continue the efforts to enhance those services while being careful not to expand faster than the rate of economic growth.
FISCAL IMPACT
The proposed budget is a balanced budget. Similar to prior years, we estimate that the general fund will have a surplus for fiscal year 2024/2025 which will contribute to continued growth on the fund balance.
CEQA ANALYSIS
The action is exempt from the California Environmental Quality Act (CEQA) because it is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines. The action is a government fiscal activity that does not involve any commitment to any specific project that may result in a potentially significant impact on the environment.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
Council members may provide specific direction if there is a desire to cut costs or to increase spending.
NEXT STEPS
PRESENTATION OF PROPOSED OPERATING BUDGET FOR FISCAL YEAR 2024/2025 - 6 -
The fiscal year 2024/2025 proposed budget and related resolutions is expected to be approved by the City Council on June 18th 2024 regular meeting.
ATTACHMENTS
1. 24-25 Shafter Budget DRAFT2
2424
2525
ANNUAL OPERATING ANNUAL OPERATING
BUDGET & CAPITAL BUDGET & CAPITAL
IMPROVEMENT PLAN IMPROVEMENT PLAN
DRAFT 5-29-24
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2024/25 SHAFTER OPERATING BUDGET 3
MMaayyoorr && CCoouunncciill
Chad Givens, Mayor
Cathy Prout, Mayor Pro Tem
Gilbert T. Alvarado, Councilmember
Pete Espinoza, Councilmember
Gustavo Olvera, Jr., Councilmember
First Elected December 2016
Term Expires December 2024
Re-Elected December 2020
Appointed Mayor December 2022 (2-year term)
First Elected December 1982
Re-Elected December 1986, 1990, 1994, 1998, 2002, 2006, 2010, 2014, 2018, 2022
Term Expires December 2026
Appointed Mayor Pro Tem December 2022 (2-year term)
First Elected December 2008
Re-Elected December 2012, 2016, 2020
Term Expires December 2024
First Elected December 2020
Term Expires December 2024
First Elected December 2022
Term Expires December 2026
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6 SHAFTER OPERATING BUDGET 2024/25
Citystaff
Dennis Fidler
Building Official
Gabriel A. Gonzalez
City Manager
Carol Chavolla
Human Resources Manager
Steve Esselman
Planning Director
David Franz
Community Services Director
Ferdinando Guerra
Economic Development
Director
Michael James
Public Works Director
Randy Milligan
Acting Chief of Police
Yazmina Pallares
City Clerk
Johnny Rubio
Information Technology Manager
Roger Sanchez
Finance Director
Rachel Zermeno
Community Engagement
Manager
2024/25 SHAFTER OPERATING BUDGET 7
TABLE OF CONTENTS
LETTER FROM THE CITY MANAGER 10
ABOUT SHAFTER 13
community profile 15
BUDGET OVERVIEW 19
executive summary 21
principal employers 29
FY 2024-2027 Strategic plan 31
How to read the budget 43
CITYWIDE SUMMARIES 47
CITYWIDE EMPLOYEE COUNT 49
CITYWIDE REVENUES BUDGET CHANGES SUMMARY 50
citywide revenues budget changes by fund 51
CITYWIDE EXPENSES BUDGET CHANGES SUMMARY 52
citywide expenses budget changes by fund 53
CITYWIDE FUND SUMMARY 54
CITYWIDE PROJECTED REVENUES 55
CITYWIDE PROJECTED REVENUES CHART 56
CITYWIDE PROPOSED EXPENSES 57
CITYWIDE PROPOSED EXPENSES CHART 58
GENERAL FUND SUMMARIES 59
GENERAL FUND REVENUES VS EXPENDITURES 60
GENERAL FUND REVENUES 61
GENERAL FUND EXPENDITURES CHART 62
GENERAL FUND BY ACCOUNT CATEGORY SUMMARY 63
GENERAL FUND EXPENDITURES BUDGET CHANGES 64
GENERAL FUND FIVE-YEAR PROJECTION 69
GENERAL FUND ACCOUNT DETAILS 70
GENERAL FUND DEPARTMENTS 75
CITY COUNCIL 77
CITY MANAGER 79
CITY ATTORNEY 80
COMMUNITY ENGAGEMENT 80
COMMUNITY SERVICES 83
8 SHAFTER OPERATING BUDGET 2024/25
CITY CLERK 87
ECONOMIC DEVELOPMENT 89
HUMAN RESOURCES 93
FINANCE 95
PLANNING 99
POLICE 103
ANIMAL CONTROL 107
ENGINEERING 111
STREETS 115
PUBLIC FACILITIES 119
BUILDING 123
CODE COMPLIANCE 127
GENERAL FUND REVENUE DETAILS 129
ENTERPRISE FUNDS 131
ENTERPRISE FUNDS EXPENSE BUDGET CHANGES SUMMARY 132
ENTERPRISE FUNDS SUMMARY CHART 134
WATER SUMMARY 135
WASTEWATER SUMMARY 136
REFUSE SUMMARY 137
RAIL SUMMARY 138
DIAL-A-RIDE SUMMARY 139
FIBER SUMMARY 140
WATER FIVE-YEAR PROJECTION 141
WASTEWATER FIVE-YEAR PROJECTION 142
REFUSE FIVE-YEAR PROJECTION 143
WATER 144
WASTEWATER 146
REFUSE 148
RAIL OPERATIONS 150
DIAL-A-RIDE 151
FIBER 153
SPECIAL REVENUE FUNDS 155
SPECIAL REVENUE FUNDS EXPENSE BUDGET CHANGES 156
FEDERAL GRANTS 158
TRANSPORTATION 159
GAS TAX 160
TRAFFIC SAFETY 161
SUPPLEMENTAL LAW ENFORECMENT SERVICES 162
SPECIAL PD SERVICES 163
2024/25 SHAFTER OPERATING BUDGET 9
ASSET FORFEITURE 164
LIGHTING, LANDSCAPE AND MAINTENANCE DISTRICT 165
LOW-MOD INCOME HOUSING 166
CDBG 167
ROAD MAINTENANCE & REHAB 168
INTERNAL SERVICE FUNDS 169
INTERNAL SERVICE FUNDS EXPENSE BUDGET CHANGE 170
INTERNAL SERVICE FUNDS SUMMARY 171
FACILITIES MAINTENANCE SUMMARY 172
SHOP SUMMARY 173
RISK MANAGEMENT SUMMARY 174
INFORMATION TECHNOLOGY SUMMARY 175
FACILITIES MAINTENANCE 176
SHOP 177
RISK MANAGEMENT 178
INFORMATION TECHONOLOGY 179
CAPITAL FUNDS & IMPACT FEES 181
CAPITAL & IMPACT FEES FUNDS BUDGET CHANGE 182
STATE GRANTS 183
WATER CONNECTION FEES 184
WASTEWATER CONNECTION FEES 185
PUBLIC SAFETY IMPACT FEES 186
REFUSE CONNECTION FEES 187
PARKS CONNECTION FEES 188
ASSET REPLACEMENTS 189
TRAFFIC MITIGATION 190
CAPITAL IMPROVEMENT PROGRAM (CIP) 193
CIP 194
APPENDIX 209
BUDGET & FISCAL POLICIES 210
COMPENSATION PHILOSOPHY 216
BUDGET ADOPTION RESOLUTION 219
APPROPRIATIONS LIMITS RESOLUTION 220
FULL-TIME POSITIONS 222
PART-TIME HOURS 226
10 SHAFTER OPERATING BUDGET 2024/25
Honorable Members of the Shafter City Council
I am pleased to present to you the proposed Annual Operating Budget and Capital Improvement Plan (CIP) for the Fiscal Year 2024-2025. The proposed Annual Operating Budget is a balanced budget, and the CIP includes several quality-of-life projects to enhance the City’s recreational amenities. Moreover, it maintains the high levels of service our residents expect.
The budget maintains the conservative fiscal policies of the City Council, while continuing to take significant steps to implement the City's Strategic Goals and the recommendations of the Community Vision project. The strategic planning process continues to be the cornerstone of the Council's ongoing Strategic Goals, which gives employees confidence that the decisions they make and the work they do is consistent with Council and community direction. This year, several strategic capital projects are included in the Capital Improvement Plan and will be constructed over the next five years.
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
The management team is committed to promoting and supporting strategic priorities including economic development, public safety, community services, and housing and infrastructure. The strategic priorities are focused on maintaining an engaged community where a culture of safety, growth, learning, and wholesome family values may be fostered and where business leaders feel welcomed and supported through win-win partnerships.
The previous table provides an overview commitment of ongoing operating costs. The following table provides additional details regarding the department requests for the upcoming FY 24/25.
One-Time
Ongoing
Costs Total
GF Police 509,000 755,121 246,121
GF Streets & Facilities 420,000 420,000 -
Sub-Total General Fund $929,000 $246,121 $1,175,121
Safety Impact Fees 492,000 492,000
Streets Special Revenues 50,000 50,000
Water/Wastewater 140,000 140,000
Sub-Total Other Funds $682,000 $682,000
Total Requests $1,611,000 $246,121 $1,857,121
LETTER FROM THE CITY MANAGER
2024/25 SHAFTER OPERATING BUDGET 11
The five-year Capital Improvement Plan (CIP) for 2024-2029 is in alignment with current strategic priorities. The five-year plan estimates a $125.89 million with the largest project coming from a $50 million wastewater treatment plant expansion. Most of the projects outside of water and wastewater are funded by special capital grants and operating grants such as gas tax, Transportation Development Act (TDA), SB1 Roads & Maintenance, and American Rescue Plan Act (ARPA).
Approved
Replace 10 police radios 46,000
Replace 10 Mobile Computers for patrol vehicles 50,000
Replace 2 patrol vehicles 164,000
Replace the center radio console 135,000
Replace and upgrade of current duty weapon 39,000
Replace Datacenter Network Switch 75,000
Sub-Total One-Time Requests (Police) $509,000
Cadet Program 0
Personnel Request 2 officers, 1 sergeant (Half-year) 246,121 Sun-Total Ongoing Costs (Police) $246,121
Replace Bucket Truck ($200k estimate) 150,000
Replace Utility Truck 70,000
Fiber ring redirect (between Corp Yard/MCCF sites) 0
Five-Year Strategic Plan (IT) 0
Replace server (IT) 200,000
Sub-Total Replacements $420,000
Total General Fund $1,175,121
Approved
DIF – Six New Patrol Vehicles (PD Substation) 492,000
Replace Utility Trucks (Water/Wastewater) 140,000
Replace Bucket Truck [$200k estimate] (Traffic Impact) 50,000 Total Special Revenue & Utility Funds $682,000
12 SHAFTER OPERATING BUDGET 2024/25
21/22 Actual 22/23 Actual 23/24 Budget
23/24
Projected
24/25
Proposed
Revenues $ 35,028,348 $ 40,488,385 $ 40,221,196 $ 42,264,617 $ 42,012,990 Expenses:
82-Wages & Benefits 12,026,556 12,706,620 15,923,258 15,853,076 17,000,086 83-Planned Operations 3,182,093 4,402,297 4,999,783 4,807,513 5,172,522 85-Required Operations 495,105 454,065 600,844 575,000 639,624 88-Operations -Internal 1,559,736 1,693,075 2,947,916 2,891,180 2,824,764 90-Debt Service - 151,833 - - -
Operating Expenses $17,263,490 $19,407,890 $24,471,801 $24,126,769 $25,636,996 Operating Income (Loss) $17,764,858 $21,080,495 $15,749,395 $18,137,848 $16,375,994 91-Other Non-Operationa 13,028,615 11,886,578 12,150,000 11,011,000 11,000,000 92-Capital Outlay 80,678 788,301 319,195 542,450 729,000 93-Capital Projects 2,563,171 541,046 1,085,142 1,812,810 1,715,000 79-Transfers-In 3,677,637 516,564 - - 15,000
94-Transfers-Out - - - - 1,616,600
Non-Operating Expenses $13,611,427 12,699,361 $13,539,337 $13,366,260 $13,444,000 Net Income/(Loss) $ 4,153,431 $ 8,381,134 $ 2,210,058 $ 4,771,588 $ 2,931,994 The City expects to maintain healthy reserves in the General Fund despite an increase in operating costs because of inflation. This budget continues to fund essential services for residents, while also allowing small increases to continue the efforts to enhance those services while being careful not to expand faster than the rate of economic growth.
I want to thank the members of the Shafter City Council, the Shafter community, and city staff for working together to develop a fiscally responsible budget that meets our growing community’s needs.
Respectfully submitted,
Gabriel A. Gonzalez
City Manager
ABOUT SHAFTER
At a Glance
Community Profile
City History
Shafter Today
ARCO AM/PM Mini Marts
Baker Hughes
Bakersfield Pipe & Supply
CEMEX
Chevron Service Stations
Code Precast
Farm Pump & Irrigation Co.
Fastrip Service Stations
Grimmway Enterprises
Helena Industries Co.
Honeywell Intelligrated
JD Rush Company
Jeffries Brothers
McDonald’s
MRC Global
PFG Distribution
Pro-Build
Richland Chevrolet
Shell Service Stations
SteelFab
Sunbelt Rentals
Target Distribution
The Hillman Group
Wilbur-Ellis Company
Williams Sonoma
EDUCATION
11.3% of the Population have a
Bachelor's Degree or Higher
EMPLOYMENT
Jobs 14,300
Unemployment Rate of 11.1%
Employment Rate Increase by 1.2%
Average Household Income $80,600
Households 6,000
Home Ownership 63.6%
HOUSING
8.4% without Health Care Coverage
HEALTHCARE
RACEÐNICITY
Hispanic or Latino 82.3%
White 50.1%
Other 46.5%
A
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TOTAL POPULATION 23,000
We are Shafter, the Epicenter of California, the 5th fastest-growing city in California and the fastest in Kern County. We are culturally endowed with arts, music, memories, Home of the Generals, and a community like no other.
Incorporated
January 20, 1938
Source: 2023 Census Estimates; Avenu Insights and Department of Finance 2023; Placer AI and Best Places 2023
TOP SALES TAX
PRODUCERS
MEDIANAGE 29
GROWTH
PROSPECTS
Ag & Ag Tech
Logistics & Logistics Tech
Green Economy
Advanced Manufacturing
COMMUNITY PROFILE
Population: 21,318
Area: 38.81 square miles
Location: 12 miles northwest of Bakersfield
125 miles north of Los Angeles
265 miles south of Sacramento
Lerdo Highway is a major west/east corridor
in Shafter and connects to Interstate 5 and
Hwy 99 freeways. Railways BNSF and Union
Pacific also run north/south through Shafter.
communityprofile
CITY HISTORY
Two men, William Hagen and Lloyd Tevis looked across a vast land in the Southern San Joaquin Valley and saw the potential for the future and invested their fortune by purchasing railroad grant land from the South Pacific Railroad. They were also able to secure additional government land 1874 through the Desert Land Act.
1890
1898
1912
1913
In 1898, the San Francisco and San Joaquin Valley Railroad was completed through the area, and Henry Jastro, manager of the Kern County Land Co. (KCL) built cattle loading pens and a dock on the railroad for the Jackson ranch. The new location on the railroad was called "Shafter", in honor of General William R. Shafter, the commander of the victorious American army in Cuba during the Spanish-American War of 1898. During this time KCL changed the name of the Jackson Ranch to the Shafter Ranch. General Shafter retired to Kern County.
By 1890, William Hagen and Lloyd Tevis had acquired over 300,000 acres in Kern County and consolidated their holdings into the Kern County Land Company (KCL). Ranches were established near present-day Shafter, including the Jackson Ranch, a cattle and alfalfa operation.
In 1912, Henry Jastro decided to develop the Shafter Ranch into the town site and divided the land into 20-acre parcels for sale to farmers who wanted to settle the area for fruit growing.
In 1913, KCL built a hotel for prospective housing buyers and served as a meeting point for new settlers. The Shafter Hotel originally faced Central Avenue. In 1938, the building was turned ninety-degrees to face James Street to allow construction of a service station on the corner. The Hotel, now called the Green Hotel, due to its color, is still standing and was completely restored by the Green Hotel Restoration Committee. It was the opening of the Hotel and the official beginning of lot sales in 1913 that mark the beginning of the Shafter Community.
1930 By the 1930s, packinghouses replaced field packing, as the potatoes could be washed, sized, and graded for the market. In 1936, with a nationwide potato shortage, the price for Shafter potatoes increased to a very profitable level. Debts were paid off and an impetus laid for an expanding potato industry. Soon there were over twenty packing sheds in Shafter, shipping out as many as three hundred rail cars per day. Shafter was one of the largest shipping points on the Santa Fe Railway. As cotton and potato profitability declined beginning in the 1980’s, permanent crops took their place, and today about twothirds of Shafter’s acreage is planted to Almonds, Pistachios, Cherries, or Grapes.
By 1917, the construction of a two-story combination depot had begun. This building serves as the Shafter Museum today. As farmers settled in the surrounding areas, merchants followed, and the business district soon developed along Central Ave. Some of the first were King Lumber Co. (1914), Grant’s Garage (1917), Hitchcock’s Shafter Warehouse (1917), Doolittle’s Blacksmith (1917), George Straub’s Grocery, E.B. Stringham’s Shafter Drug (1919), and Curt Gaede’s Barber Shop (1920). T.V. Little arrived in 1914 and was the roving “fix-it man”. The first doctor, Dr. Kay, set up practice up in 1920. The First National Bank of Shafter was opened in 1921.
1917
Central Avenue from Central Valley Hwy in mid-1930's
1914 By the fall of 1914, a small building was moved to Shafter to serve as a schoolhouse. This one-room school had 15 students. The Trustees named the new school district “Richland” to identify why Shafter was drawing settlers. By the fall of 1916, a new two-room schoolhouse with an auditorium was built where the City Police Station stands today.
First School House Richland School 1935 Richland Today
1938 In 1938, the City of Shafter was incorporated. Phil Ohanneson was the first mayor. The Utility District was formally merged with the City of Shafter in 1968. A volunteer fire department was formed in 1923. The city built a fire station in 1940. The volunteers continued to man fires along with city staff until Kern County took over fire service in 1983. The City provided police service continues to this day. Eventually, the Shafter Business Men’s Association became the Shafter Chamber of Commerce and Agriculture which was incorporated in 1947.
CITY HISTORY
Since its beginnings in 1913, Shafter has had a rich history of hard work, innovation, pride, and commitment to being an extraordinary place. Shafter started as a farming community, and today, it has evolved into a diverse economic engine with local, regional, national, and international companies calling Shafter home. While agriculture continues to be an essential part of Shafter life, oil, manufacturing, fiber optics, and logistics are all growing. Shafter is the smart choice of many, leading the Central Valley in offering competitive locations for companies and families to locate and grow.
Shafter is a city with big dreams, a global outlook, and a strong sense of independence. It spans over 38.81 square miles and has a population of 21,318. Shafter’s southern boundary stretches to the centerline of Seventh Standard Road, marking the northern boundary of the City of Bakersfield. The city’s commitment to safety, quality housing, and excellent schools has attracted national builders like Lennar Homes, a testament to its potential for growth and development.
Shafter continues to invest in Education, Economic Development, Infrastructure, and Public Safety. Today, the Shafter Education Partnership Department has grown and expanded as part of our partner GAF Roofing initiative. In addition, the Shafter Library was formally reopened in 2022 with the help of our key partner, Bakersfield College, and the community, with a name change to the Shafter Library and Learning Center.
The Shafter Police Department is truly an all-around law enforcement service organization.
With the Police Department, Shafter is ranked as one of the safest cities in California and well respected in the community. We continue to explore additional ways to leverage technology to keep Shafter safe.
Shafter is not only involved in global trade. We are increasingly a hub in global trade, serving 11 western states. It is approximately a two-hour drive to the Ports of Long Beach and Los Angeles and four hours to the Ports of San Francisco and Oakland. The Wonderful Industrial Park (WIP) is a major rail-served park near Seventh Standard Road and Santa Fe Way. This location is home to Amazon, American Tire Distributors, Baker Hughes, DMSI, Essendant, FedEx, Formica, GAF, MRC Global, Ross Dress for Less, Smucker’s, Target, The Hillman Group, and Walmart.
The Shafter Airport Industrial Center is located at Highway 99 and Lerdo Highway. This Industrial Center is home to a wide variety of diverse companies. GAF Corporation, one of the nation’s largest building materials manufacturers, has two extensive facilities. Other companies calling this part of Shafter home include Grapery, Inc., Premier Packing, Performance Food Group, Williams Sonoma, JD Rush, Builders FirstSource, Weststar, and Core & Main.
The core city industrial area has numerous companies, including Insect Lore, the top provider of butterfly kits, insect habitats, and toys for kids, and Code Precast, which provides 25 years of expertise in developing various precast concrete structures throughout the Western United States.
Shafter touches lives throughout the world in many ways. We continue to expand our dreams and realize the possibilities. Whether you are dining out, shopping on the internet or at Target or Walmart, pumping gas in your car, replacing your tires, or eating carrots or grapes, the chances are Shafter had something to do with it.
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BUDGET OVERVIEW
Citywide Organization Chart
Key Budget Assumptions & Changes
How To Read the Budget
20 SHAFTER OPERATING BUDGET 2024/25
2024/25 SHAFTER OPERATING BUDGET 21
EXECUTIVE SUMMARY
Citywide Overview
The City of Shafter Fiscal Year 2024/2025 Proposed Budget is $86.12 million and is comprised of five operating fund types and the Capital Improvements Program (CIP):
General Fund (administration, planning, building, public safety, etc.) Enterprise Funds (sewer, water, drainage, public transit, rail, etc.) Special Revenue Funds (grants, gas tax, traffic, transportation, LLMD, etc.) Internal Service Funds (risk management, shop, facilities maintenance, and information technology)
Capital Projects Funds (connection fees and impact fees) o Capital Improvement Plan (CIP)
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
The City has diverse operations with multiple funds, and it is necessary to analyze them separately, so that effective decisions can be made about each of them. The major sources of revenue for daily operations are in the General Fund and Enterprise Funds.
Enterprise Funds operate on user fees revenue with the intent to charge users only the cost to provide the service. This “reasonably borne cost recovery” method maintains modest reserves, making it challenging to finance large capital projects. The outlook for each fund group is vastly different and unique financial solutions will be needed for the Enterprise Funds in the next five years.
The City’s financial outlook is subject to the broader economic climate, including issues such as inflation, recession, supply chain disruptions, and increases in unemployment.
We expect higher labor and operating costs compared to previous years, due to inflation and energy costs. Despite these challenging economic factors statewide, local revenues have a more optimistic outlook as the City of Shafter is one of the fastest growing cities in California.
Projected Citywide operating revenues (excluding grants and internal transfers) are $56.81 million with a 6.41% five-year Compound Annual Growth Rate (CAGR). Taxes are the largest component of operating revenues, representing $38.92 million or 68.5% of the total Citywide operating revenues. Taxes increased 4.9% year-over-year and increased by 7.46% CAGR over five years, which has exceeded historical inflation rates.
Citywide, proposed operating expenses (excluding capital expenditures and CIP) account for $52.25 million with a 7.67% five-year CAGR and a 0.40% increase compared to the previous year’s budget. Citywide labor costs account for $20.72 million, which represents
39.66% of the total operating expenses. Labor costs are 5.36% higher compared to the previous year’s budget with a 5.34% five-year CAGR. The following tables on operating revenues and expenses provide a summary of the proposed budget with related changes.
22 SHAFTER OPERATING BUDGET 2024/25
GENERAL FUND OVERVIEW
The General Fund accounts for about 70.8% of Citywide revenues. The Enterprise Funds account for about 18.0%. The remainder relates to Impact Fees, Gas Tax, Transportation Development Act (TDA), and other grants. A five-year CAGR for Citywide revenues is
6.41%, which has exceeded historical inflation. The five-year period is from FY 18/19 until 22/23. The General Fund is the largest component of the City budget and its main revenue sources come from Taxes, Licenses/Permits, Fees for Services, Interest Income, and others. Taxes represent about 91.9% of the General Fund operating revenues. Sales Taxes are the largest revenue type which represents about 75.3% of taxes or 69.2% of total General Fund revenues.
The CAGR between FY 18/19 until FY 22/23 was 6.57% during the mentioned five-year period for General Fund Revenues. The Sales Taxes CAGR was 6.11% during the same period. The following is a breakdown for General Fund Revenue budget change and fiveyear growth. 23/24
Budget
24/25
Proposed
FY 24 vs 25
Change
Change
Pct
5-Year
CAGR
Taxes 37,098,350 38,917,706 1,819,356 4.90% 7.46%
Fees For Services 11,032,817 10,253,510 -7.06% 6.25% (779,307) Connection & Impact Fees 4,062,329 4,499,329 10.76% 8.36% 437,000 License & Permits 1,299,486 (319,936) 979,550 -24.62% 6.08% Fines 57,930 (6,810) 51,120 -11.76% 17.61%
Rents 405,460 194,570 600,030 47.99% 4.59%
Investment Earning 1,227,579 1,513,537 23.29% -6.26% 285,958 Citywide Operating Revenues 55,183,951 56,814,782 1,630,831 2.96% 6.41% 23/24
Budget
24/25
Proposed
FY 24 vs 25
Change
Change
Pct
5-Year
CAGR
Labor 19,666,643 20,721,152 1,054,509 5.36% 5.34%
Operations 10,106,783 10,907,725 7.92% 14.21% 800,942
Utilities 4,042,694 4,296,214 6.27% 16.02% 253,520
Internal Charges 5,460,982 5,328,281 (132,701) -2.43% 3.50% Debt 618,365 (618,365) - -100.00% 40.91%
Other Agreements 12,150,000 11,000,000 (1,150,000) -9.47% 5.96% Citywide Operating Expenses 52,045,467 52,253,372 0.40% 7.67% 207,905
2024/25 SHAFTER OPERATING BUDGET 23
The Following is a breakdown for General Fund Expenses budget change and five-year growth.
The General Fund cash reserves remain fiscally sound with a total Fund balance of $64.42 million at the end of FY 22/23. The unassigned portion of the total General Fund for the same year was $25.54 million or 39.64% of the total. The reserves form a strong foundation for future projects and provide flexibility to withstand economic downturns.
Current operating revenues are expected to be adequate to cover operating expenditures, resulting in an estimated surplus of $4.77 million for FY 23/24 and $2.93 million for FY 24/25. The surplus will likely be needed for $3.0 million related to the new Police Substation and $2.5 million for the pool project. The surplus can be used for capital expenses at the council’s direction or continue to increase reserves. While the current state of the economy and inflation pose risks to the city, the bigger challenge is the longterm growth in demand for services.
The projected growth of Shafter’s population has not slowed down and, in fact, Shafter continues to be one of the State’s fastest growing cities. Staff expect Shafter to increase its housing inventory by approximately 10,000 units within the next 10 years. There is a long-term need for additional police officers and increased wastewater and water capacity. Shafter added 3,158 additional residents from 2011 to 2020 which represents an 18% increase. Kern County had an 8% population change during the same period.
Shafter’s 10-year CAGR has been 1.69% compared to 0.80% at the County level. 23/24
Budget
24/25
Proposed
FY 24 vs 25
Change
Change
Pct
5-Year
CAGR
Sales Taxes 25,408,500 27,825,500 2,417,000 9.51% 6.11% Property Taxes 3,839,125 3,530,500 (308,625) -8.04% 10.01% Property Taxes - VLF 4,248,484 4,015,000 (233,484) -5.50% 12.10% Franchise Tax 1,943,932 1,589,500 -18.23% 16.90% (354,432) Fees for Charges 1,168,837 (642,307) 526,530 -54.95% 14.14% License & Permits 1,299,486 (319,936) 979,550 -24.62% 6.08% Fines 31,410 (6,810) 24,600 -21.68% 93.43%
Rents & Concessions 345,460 194,570 540,030 56.32% 9.78% Investment Earning 1,181,100 892,220 32.38% -10.54% 288,880 General Fund Operating Revenues 39,177,454 40,212,310 1,034,856 2.64% 6.57% 23/24
Budget
24/25
Proposed
FY 24 vs 25
Change
Change
Pct
5-Year
CAGR
Labor 15,923,258 17,000,086 1,076,828 6.76% 5.78%
Operations 4,999,783 5,172,522 3.45% 10.04% 172,739
Utilities 600,844 639,624 6.45% 24.35% 38,780
Internal Charges 2,947,916 2,824,764 -4.18% 2.29% (123,152) Debt - - 0.00% 0.00% -
Other Agreements 12,150,000 11,000,000 (1,150,000) -9.47% 5.96% Citywide Operating Expenses 36,621,801 36,636,996 0.04% 6.77% 15,195
24 SHAFTER OPERATING BUDGET 2024/25
The City has several agreements with large retailers to share up to 80% of their sales revenues. While sales tax revenues are the “metric” for determining the amount to be shared, the agreements call for the General Fund to be the source of the pass-throughs.
For this reason, the pass-throughs are accounted for as expenditures rather than as reductions in sales tax revenues. These pass-throughs have historically accounted for about 48% of sales tax revenues. The estimated commitment is about $11.0 million for FY 24/25.
The following table shows General Fund revenues vs expenditures and an estimated $2.93 million surplus in FY 24/25.
The growth of the city has compelled the City Council to increase capacity in the form of new positions. The proposed budget reflects the strategic priorities including 9 additional full-time positions within the Police Department when we compare the proposed FY 24/25 to the previous year. The proposed full-time positions are for FY 24/25. Public works fulltime positions are 37 for upcoming FY 24/25 compared to 34 in the previous year.
Economic development has 3 full-time positions for FY 24/25 compared to 2 in the previous year.
Increases to the Police Department include six new officers, one sergeant, one assistant chief, and one dispatcher. Public works increase relate to one utility operator and two service crew members.
20/21 Actual 21/22 Actual 22/23 Actual 23/24 Budget
23/24
Projected
24/25
Proposed
Revenues $ 36,014,261 $ 35,028,348 $ 40,488,385 $ 40,221,196 $ 42,264,617 $ 42,012,990 Expenses:
82-Wages & Benefits 11,480,275 12,026,556 12,706,620 15,923,258 15,853,076 17,000,086 83-Planned Operations 2,867,441 3,182,093 4,402,297 4,999,783 4,807,513 5,172,522 85-Required Operations 416,534 495,105 454,065 600,844 575,000 639,624 88-Operations -Internal 1,902,117 1,559,736 1,693,075 2,947,916 2,891,180 2,824,764 90-Debt Service - 151,833 - - - -
Operating Expenses 16,666,367 $17,263,490 $19,407,890 $24,471,801 $24,126,769 $25,636,996 Operating Income (Loss) $19,347,894 $17,764,858 $21,080,495 $15,749,395 $18,137,848 $16,375,994 91-Other Non-Operationa 12,845,088 13,028,615 11,886,578 12,150,000 11,011,000 11,000,000 92-Capital Outlay 330,569 80,678 788,301 319,195 542,450 729,000 93-Capital Projects 1,095,012 2,563,171 541,046 1,085,142 1,812,810 1,715,000 79-Transfers-In 156,727 3,677,637 516,564 15,000 - -
94-Transfers-Out 1,616,600 - - - - -
Non-Operating Expenses $14,113,942 13,611,427 12,699,361 $13,539,337 $13,366,260 $13,444,000 Net Income/(Loss) $ 5,233,952 $ 4,153,431 $ 8,381,134 $ 2,210,058 $ 4,771,588 $ 2,931,994
2024/25 SHAFTER OPERATING BUDGET 25
The previous table provides an overview commitment of ongoing operating costs. The following table provides additional details regarding the department requests for the upcoming FY 24/25.
One-Time
Ongoing
Costs Total
GF Police 509,000 755,121 246,121
GF Streets & Facilities 420,000 420,000 -
Sub-Total General Fund $929,000 $246,121 $1,175,121
Safety Impact Fees 492,000 492,000
Streets Special Revenues 50,000 50,000
Water/Wastewater 140,000 140,000
Sub-Total Other Funds $682,000 $682,000
Total Requests $1,611,000 $246,121 $1,857,121
Approved
Replace 10 police radios 46,000
Replace 10 Mobile Computers for patrol vehicles 50,000
Replace 2 patrol vehicles 164,000
Replace the center radio console 135,000
Replace and upgrade of current duty weapon 39,000
Replace Datacenter Network Switch 75,000
Sub-Total One-Time Requests (Police) $509,000
Cadet Program 0
Personnel Request 2 officers, 1 sergeant (Half-year) 246,121 Sun-Total Ongoing Costs (Police) $246,121
Replace Bucket Truck ($200k estimate) 150,000
Replace Utility Truck 70,000
Fiber ring redirect (between Corp Yard/MCCF sites) 0
Five-Year Strategic Plan (IT) 0
Replace server (IT) 200,000
Sub-Total Replacements $420,000
Total General Fund $1,175,121
Approved
DIF – Six New Patrol Vehicles (PD Substation) 492,000
Replace Utility Trucks (Water/Wastewater) 140,000
Replace Bucket Truck [$200k estimate] (Traffic Impact) 50,000 Total Special Revenue & Utility Funds $682,000
26 SHAFTER OPERATING BUDGET 2024/25
ENTERPRISE FUNDS OVERVIEW
The nature of Utility Funds is to recover costs, but the reality is that the demands of capital projects and the pace of inflation show a clear path for depleting the current working capital unless the utility rates are updated within a year. Not only does Shafter face continued population growth, but also increased level of mandates and compliance which puts burdens on existing ratepayers. It is anticipated the city will adopt development impact fees to mitigate the impacts of its residential, commercial, and industrial development.
The Wastewater Fund in conjunction with the City has a 33% ownership of the North of The River Sanitary District (NORSD). The NORSD has plans to expand the wastewater treatment plant which requires commitments from impact fees and rate increases during the upcoming rete study.
The water department has various CIP projects which will be funded by impact fees, grants, and rate increases. Well #21 development is to support the wonderful industrial park. An estimated $1.00 million will come from ARPA, and $1.31 million will come from connection impact fees. Well #22 relates to north Shafter which is expected to be funded by grants and connection impact fees. Also, the city is faced with the mandate to upgrade its water meters by 2025. The ARPA will provide some relief, but rates will need to be adjusted to make up for the remainder.
Multiple mandates on SB1383 propelled the city to outsource the refuse operations. The increases in operating costs will continue to be monitored to determine if rate increases are necessary.
Rail operations have the largest accumulated negative net position, which comes from annual deficits. The City Manager is working with the City Council on some potential business opportunities, but the budget does not reflect significant changes until agreements come to fruition.
The Telecommunication Funds remain in deficit, but the senior management team is optimistic about new industrial park tenants generating additional revenues. Furthermore, we expect additional grants to make new fast speed fiber connections to potential residential accounts.
SPECIAL REVENUE FUNDS OVERVIEW
Various special revenue funds have negative fund balances, but that is because various capital projects take multiple years which will allow various grant funding sources to recover the project costs. The special revenue funds are a mechanism to transfer cash to projects over multiple years. The General Fund is not affected unless the City Council approves any local match program related to federal and state grants. The main projects are funded by SB1, gas tax, and TDA are for local transportation, streets, and road maintenance.
2024/25 SHAFTER OPERATING BUDGET 27
The Clean California Grant awarded $4.65 million which consists of the rehabilitation and enhancement of existing recreational public spaces within the historic core of Shafter.
Specifically, the Project will rehabilitate and enhance the following five public spaces: (1) Shafter Aquatic Center, (2) Shafter Skate Park, (3) Mannel Park, (4) Veterans Park, and (5) James Street Corridor between Lerdo Highway and Shafter Avenue (including Stringham Park).
A Prop 68 grant will fund the new Shafter Community Park in North Shafter. The new park will have recreational amenities for all age groups, for example: four baseball fields with lighting, two softball fields with lighting, three soccer fields with lighting, two handball courts with lighting, three basketball courts with lighting, three universal indoor soccer/basketball courts with lighting, a playground with lighting, two picnic areas, five shade structures, restroom building, restroom/concessions building, park storage building, park office, three parking lots, with lighting and landscaping throughout the park.
Capital Improvement Program (CIP)
The total five-year CIP is estimated at $125.89 million, which includes $14.41 million for FY 23/24 and $44.16 million for Fiscal Year 24/25. The direct impact to the General Fund is $0.85 million for Fiscal Year 23/24 and $6.92 million estimated for Fiscal Year 24/25.
The largest project coming from a $50 million wastewater treatment plant expansion. The following is a list of CIP projects by funding source (25-26 in Million USD). Further details are available in the CIP report which was approved on March 19. 2024. A summary section is also available at the end of the budget book. $8.34
$15.23
$2.93
$5.61
$2.50
$31.86
$0.25
$1.58
$20.26
$21.43
$15.55
$0.35
$- $5.00 $10.00 $15.00 $20.00 $25.00 $30.00 $35.00
0100-General Fund/ 6.6%
0200-Federal Grant/ 12.1%
0203-Gas Tax/ 2.3%
0204-TDA/ 4.5%
0207-SB1 Roads & Maint/ 2.0%
0301-Wastewater Connection Fees/ 25.3%
0303-Water Connection Fees/ .2%
0305-Traffic Mithigation/ 1.3%
0308-State Grants/ 16.1%
5000-Wastewater Fund/ 17.0%
5002-Water Fund/ 12.4%
5004-Telecommunications/ .3%
28 SHAFTER OPERATING BUDGET 2024/25
SUMMARY
The City of Shafter will continue to prosper for the next decade. There is a direct correlation between this growth and the need to build operational capacity to meet the service demand and delivery of City services. The proposed FY 2024/2025 Operating Budget includes policy and operational initiatives consistent with our Strategic Goals.
The City expects to maintain healthy reserves within the General Fund despite an increase in operating costs because of inflation and increased capacity. We will need to monitor economic conditions as they could have a negative long-term impact sales tax, utility billing, and property taxes.
The management team is committed to promoting and supporting the strategic priorities including: economic development, public safety, community services, and housing and infrastructure. The strategic priorities are focused on maintaining an engaged community where a culture of safety, growth, learning, and wholesome family values may be fostered and where business leaders feel welcomed and supported through win-win partnerships.
CITY OF SHAFTER
PRINCIPAL EMPLOYERS
CURRENT YEAR AND NINE YEARS AGO
Employer
Number of
Employees
Percent of Total
Employment
Number of
Employees
Amazon Fulfillment Center 2,087 24.85%
Ross Distribution Center* 1,581 18.82%
Target Distribution 1,516 18.05% 600
Grimmway Enterprises 660 7.86% 450
Richland School District 464 5.52% 497
Walmart Distribution Center 315 3.75%
GAF Materials Corp 237 2.82%
Wonderful Orchards 224 2.67%
Shafter High School (Kern HS District) 161 1.92% 142
Hillman Group Distribution Center 133 1.58%
Shafter Nursing Care 132 1.57%
Baker Hughes 450
JD Rush (Also Tryad Serv. Corp.) 250
City of Shafter 188
MI Swaco 145
Williams-Sonoma 115
Global Fabricators 109
7,510 89.40% 2,947
Total Labor Force (3) 8,400
city’s local businesses.
*No response from business, previous year's count applied.
MuniServices an Avenu Insights and Analytics Company
Source: 2014, City of Shafter Comprehensive Annual Financial Report For the Year Ended June 30th, 2014;
(1) State of California Employment Development Department; 2023 2014
PRINCIPAL EMPLOYERS
2024/25 SHAFTER OPERATING BUDGET 29
30 SHAFTER OPERATING BUDGET 2024/25
2024/25 SHAFTER OPERATING BUDGET 31
Introduction Letter
Welcome to the strategic plan for the City of Shafter for the .scal period 2024-2027. This comprehensive document describes our mission, vision, and strategic direction for the upcoming years, providing a clear roadmap to guide us toward the achievement of long-term goals and positioning our city for greater success.
Within this strategic plan, we conducted a thorough examination of our current state, identi.ed areas requiring improvement, and established speci.c objectives and goals that will serve as the foundation for our decision-making and resource allocation. Employing a collaborative and forward-thinking approach, our intention is to leverage our strengths, address weaknesses, and seize opportunities in order to adapt to the dynamic and evolving environment around us.
Our commitment to excellence, innovation, and the communities we serve is encapsulated in this strategic plan. Through collective efforts, an openness to change, and remaining faithful to our mission and vision, we are con.dent in our ability to realize our objectives and leave a lasting positive impact on Shafter.
As we embark on this transformative journey, we express our vast appreciation to all our stakeholders. Your support and dedication are vital for our success. Together, we will navigate the path ahead, emerging as a stronger, more resilient organization.
This strategic plan marks Shafter's 1st formalized strategic plan process ending with public distribution. We welcome any and all suggestions on how we can improve our transparency with our communities and our efforts to make Shafter better. The plan is dynamic and will be continuously reviewed and updated to remain relevant and responsive to change.
Shafter City Council 2023/2024
City Council 2023/2024
Shafter Council (Left-Right): Mayor Pro Tem Cathy Prout, Gustavo Olvera Jr., Mayor Chad Givens, Pete Espinoza, Gilbert Alvarado Cathy L. Prout
Appointed Mayor Pro Tem December
2022
Term Expires December 2024
Gustavo Olvera Jr.
Term Expires December 2026
Chad Givens
Appointed Mayor December 2022
Term Expires December 2024
Pete Espinoza
Term Expires December 2024
Gilbert T. Alvarado
Term Expires December 2024
City of Shafter Strategic Plan FY2024-2027 Page 3
FY 2024-2027 STRATEGIC PLAN
32 SHAFTER OPERATING BUDGET 2024/25
Executive Leadership Team 2023/2024
Stafng by Department 2023/2024
Gabriel A. Gonzalez
City Manager
Rachel Zermeno
Community
Engagement
Manager
Carol Chavolla
Human Resources &
Risk Manager
Dennis Fidler
Building Ofcial
Johnny Rubio
Information
Technology
Manager
Randy Milligan
Interim Chief of
Police
Steve Esselman
Planning Director
Yazmina Pallares
City Clerk
David Franz
Education
Partnership Director
Ferdinando Guerra
Economic Development
Director
Michael James
Public Works
Director
Roger Sanchez
Finance Director
Values
FTE's by Department
88..55
44..00
22..00
99..55
1100..55
33..00
66..00
22..00
4411..55
3333..00
Building
City Manager
Economic Development
Education Partnership
Finance
Human Resources
Information Technology
Planning
Police
Public Works
City of Shafter Strategic Plan FY2024-2027 Page 4
2024/25 SHAFTER OPERATING BUDGET 33
SWOT Analysis
Strengths
Strong community and active civic
engagement
Robust agricultural and industrial sector
Safe environment with low crime rates
Quality educational initiatives
New Developments, like Housing
Proactive and approachable community and
city government
Business-friendly and affordability
Proximity to Bakers.eld
Weaknesses
Perceived isolation
Limited retail diversity
Limited dining options
Limited nighttime activities
Walkability/biking
No hotels or visitor centers
Limited sources of sales tax
Disconnect of core city and new development
areas on 7th Std Rd
Opportunities
Embrace new technology, possibilities, and
globalization
Downtown Revitalization
New amenities and facilities
Lerdo Hwy Development
Build and leverage partnerships
Affordable, Mix-Income, Multi-family Housing
Growth in Tourism through events and
programs
Better Connection between all areas around
Shafter
Improvements in school performance
Threats
Proximity to Bakers.eld
Potential competition with neighboring cities
for resources, investments, and business
prospects
Growth outpacing city government's ability to
serve
Time and resource availability to best
strategize and use all grant funds
Potential Loss of Momentum in City being
proactive with meeting future demand
City of Shafter Strategic Plan FY2024-2027 Page 5
34 SHAFTER OPERATING BUDGET 2024/25
Plan Status and Progress
Strategic Initiatives Progress Over Time
Overall Plan Status
● Complete 5 Action Items (4%)
● On Track 27 Action Items (23%)
● Minor Disruption 1 Action Items (1%)
● Major Disruption 0 Action Items (0%)
● Not Started 69 Action Items (59%)
● Future 15 Action Items (13%)
12%
Complete
Progress Percentage
Economic Development Public Safety Community Services Housing and Infrastructure Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
0%
25%
50%
75%
100%
City of Shafter Strategic Plan FY2024-2027 Page 6
2024/25 SHAFTER OPERATING BUDGET 35
Strategic Initiatives
Economic
Development
Overall Progress
5%
Objectives
11 Public Safety Overall Progress
12%
Objectives
7 Community Services Overall Progress
16%
Objectives
8 Housing and
Infrastructure
Overall Progress
14%
Objectives
4 City of Shafter Strategic Plan FY2024-2027 Page 7
36 SHAFTER OPERATING BUDGET 2024/25
Strategic Initiatives
Economic Development
Cultivate the expansion of local businesses by building stronger relationships, fostering a business-friendly environment, boosting the local economy, and attracting nationally recognized businesses.
Objectives
● Complete ● On Track ● Minor Disruption ● Major Disruption ● Not Started ● Future Approve a General Plan
Update, Development
Regulations Update, and
Programmatic
Environmental Impact
Report
Action Items 11 Progress
0%
Status
Workforce Development Action Items 3 Progress
0%
Status
Sales Tax Dashboard Action Items 3 Progress
2%
Status
Revitalization of the City
Core
Action Items 4 Progress
3%
Status
Overall Progress
● Complete 2 Action Items (4%)
● On Track 10 Action Items (18%)
● Minor Disruption 0 Action Items (0%)
● Major Disruption 0 Action Items (0%)
● Not Started 33 Action Items (58%)
● Future 12 Action Items (21%)
5%
Complete
City of Shafter Strategic Plan FY2024-2027 Page 8
2024/25 SHAFTER OPERATING BUDGET 37
Master Plan Lerdo Hwy
Corridor
Action Items 4 Progress
0%
Status
Identify Growth Industries
to Target
Action Items 5 Progress
0%
Status
Create shovel ready city
owned properties
Action Items 5 Progress
1%
Status
Create Retail Strategy Action Items 3 Progress
3%
Status
Attract at least .ve
national, or well-known,
businesses.
Action Items 10 Progress
17%
Status
Branding the City Action Items 5 Progress
33%
Status
Create an Economic
Development Speci.c
Website
Action Items 4 Progress
1%
Status
City of Shafter Strategic Plan FY2024-2027 Page 9
38 SHAFTER OPERATING BUDGET 2024/25
Strategic Initiatives
Public Safety
Safeguard the city's security by upholding a vigilant and forward-thinking law enforcement agency, surpassing industry benchmarks in the recruitment and retention of police of.cers, fostering community trust through exceptional customer service and robust communication, and ensuring that the built environment enhances the safety of residents.
Objectives
● Complete ● On Track ● Minor Disruption ● Major Disruption ● Not Started ● Future Enhance Community Trust
and Interaction through
Social Media
Action Items 6 Progress
0%
Status
Public Safety Security
Cameras
Action Items 3 Progress
83%
Status
Crime Data Analyst Action Items 2 Progress
0%
Status
Establish College Cadet
Program
Action Items 2 Progress
0%
Status
Overall Progress
● Complete 2 Action Items (11%)
● On Track 1 Action Items (5%)
● Minor Disruption 0 Action Items (0%)
● Major Disruption 0 Action Items (0%)
● Not Started 14 Action Items (74%)
● Future 2 Action Items (11%)
12%
Complete
City of Shafter Strategic Plan FY2024-2027 Page 10
2024/25 SHAFTER OPERATING BUDGET 39
Flock (LPR) Action Items 2 Progress
0%
Status
UAS - Drone Action Items 3 Progress
0%
Status
Gossamer Grove
Substation
Action Items 1 Progress
0%
Status
City of Shafter Strategic Plan FY2024-2027 Page 11
40 SHAFTER OPERATING BUDGET 2024/25
Strategic Initiatives
Community Services
Provide exceptional community services to residents by offering upgraded facilities and services, leveraging partnerships with both public and private entities. Additionally, work towards creating and maintaining city parks and facilities that attract both residents and organizations.
Objectives
● Complete ● On Track ● Minor Disruption ● Major Disruption ● Not Started ● Future Laser.che Document
Management Services -
expansion of digital
services
Action Items 3 Progress
0%
Status
Modernize the permitting
system to accept online
payments and permitting
process
Action Items 5 Progress
24%
Status
Increase Library Use Action Items 2 Progress
0%
Status
Increase SLLC
Participation of Local
Schools
Action Items 4 Progress
29%
Status
Overall Progress
● Complete 1 Action Items (3%)
● On Track 15 Action Items (47%)
● Minor Disruption 1 Action Items (3%)
● Major Disruption 0 Action Items (0%)
● Not Started 14 Action Items (44%)
● Future 1 Action Items (3%)
16%
Complete
City of Shafter Strategic Plan FY2024-2027 Page 12
2024/25 SHAFTER OPERATING BUDGET 41
Improve customer service
experience for utility billing
online payments.
Action Items 1 Progress
40%
Status
Citywide Compensation
Study
Action Items 1 Progress
5%
Status
Recruitment and Training Action Items 14 Progress
6%
Status
Increase the availability of
park/pool permits for all
users
Action Items 2 Progress
25%
Status
City of Shafter Strategic Plan FY2024-2027 Page 13
42 SHAFTER OPERATING BUDGET 2024/25
Strategic Initiatives
Housing and Infrastructure
Promote the smart growth of Shafter through the implementation of a comprehensive community plan. This plan will encompass diverse housing options for all families and generations, encourage healthy lifestyles, and expand infrastructure to effectively accommodate future growth.
Objectives
● Complete ● On Track ● Minor Disruption ● Major Disruption ● Not Started ● Future Expand City's .ber optic
broadband capabilities by
completing Master Plan
and attracting a PublicPrivate Partnership with
an internet service
provider (ISP)
Action Items 4 Progress
25%
Status
Goals and Policies of the
Housing Element
Action Items 1 Progress
0%
Status
CIP Dashboard Action Items 1 Progress
30%
Status
Ensure proper funding for
utility/infrastructure needs
Action Items 3 Progress
0%
Status
Overall Progress
● Complete 1 Action Items (11%)
● On Track 1 Action Items (11%)
● Minor Disruption 0 Action Items (0%)
● Major Disruption 0 Action Items (0%)
● Not Started 7 Action Items (78%)
● Future 0 Action Items (0%)
14%
Complete
City of Shafter Strategic Plan FY2024-2027 Page 14
2024/25 SHAFTER OPERATING BUDGET 43
BUDGET PURPOSE
What is an annual budget?
The City of Shafter's annual budget is essentially a guidebook for achieving the goals for the year set by your elected Council during an annual strategic planning process. Its primary purpose is to link goals with the resources needed to achieve them. The Council's goals for the fiscal year can be found in the letter to the Council (the “Budget Message”) at the beginning of this document. The budget is based on a fiscal year that runs from July 1 of one year to June 30 of the following year.
Shafter's budget is not just a compilation of expenses and income for the year as many budgets are but goes well beyond that to paint a comprehensive picture of the direction the City is taking as an organization. Overall revenue and expense figures are detailed in the budget, but the document gets much more specific. Finances are broken down into subdivisions of each City department with detail provided for each activity proposed during the fiscal year.
BUDGET ORGANIZATION
How is the budget laid out?
Shafter's budget is designed to provide complicated financial information about the City in an easy-to-read format. Our hope is that increased citizen understanding of how local government operates will lead to greater participation by citizens in the governmental process. That is one of the Council’s top goals.
The budget begins with an Introduction section – which includes the Budget Message from the City Manager – followed by ten sections providing financial information about the City: City-wide summary; General Fund operating budget by department/division; enterprise funds; community correctional facility funds; special revenue funds; capital project funds; internal service funds; five-year capital improvement plan; summary of authorized staffing; and long term debt schedule. The following is a description of each section and how to understand the information presented.
Introduction
The Introduction section begins with the Budget Message. This is a letter from the City Manager to the Council that sets forth the key fiscal issues facing the City and how the Budget responds to them. It also outlines top Council goals for the year and provides a general overview of the Budget. The Budget Message is followed by a summary of significant operating program changes; budget and fiscal policies; this guide to reading and understanding the budget; a listing of key City staff and officials; organization chart; and resolutions approving the budget as well as the appropriations limit for the year.
Financial Schedules
City-Wide Summary
This section provides a financial overview of the entire Budget by providing a summary of all funds within the City listed by fund type. This schedule includes each fund’s projected fund balance at the beginning of the year; all budgeted revenues, expenditures and financing sources (uses) for that fund; and projected ending fund balance. It also includes a graphical overview of Citywide expenditure for the year by funding source.
HOW TO READ THE BUDGET
44 SHAFTER OPERATING BUDGET 2024/25
General Fund Operating Budget
The General Fund is the largest fund within the City’s budget and consists of eighteen different operating departments or divisions providing a broad range services from the police department to streets and roads maintenance. Unlike all other funds in the City’s Budget, General Fund resources are unrestricted in their use, and with the exception of user charges, can be allocated by the Council for any governmental purpose.
This section begins with a one-page summary of all the activity within the fund along with beginning and ending projected fund balances. This summary is followed by a recurring revenue and expenditure analysis, which is a unique component to the City’s Budget. This analysis takes the Budget year revenue projections and approved appropriations, and adjusts for non-recurring revenues and expenditures, showing a recurring surplus or gap. This is the primary tool used by the Council and management to quantify expenditure commitments and ensure on going fiscal sustainability.
Following this analysis are summary and detailed schedules for revenues and expenditures, followed by individual budgets for each operating department or division within the General Fund. Each operating department/division budget includes a description of its functions along with goals and additional information relevant to the current budget year. The next two pages after the description and summary are individual operational budgets with two years of actual results; current year budget and year-end projections, and adopted budget for the coming fiscal year; and summary of authorized staffing levels included within that budget.
Enterprise Fund Budgets
Many functions performed by the City are treated as separate operations to ensure fiscal independence and legal compliance, even though several independent funds may be managed by a single department. For example, water, sewer and refuse (garbage pick-up) services all are managed by the Public Works Department, but details for each activity are provided in separate operating budgets. Each activity contains a description of the functions and goals for that activity, followed by a breakdown of all expenses estimated for that activity in the current budget year. Previous years also are shown for comparison.
The operations included as enterprise funds are uniquely different than other fund types in that they are intended to be funded solely through user rates or fees for services (or external revenues dedicated to that purpose, such as grant revenues for transit operations). In that regard, these operations most closely resemble private sector enterprises.
Special Revenue Funds
Special revenue funds are specific funding sources that must be accounted for and used for a specific purpose. The revenues included in these funds are typically grants or taxes that are contractually or legally restricted in their use. For example, gas taxes received by the City must be used for the construction or maintenance of streets and roads, and are required by the State to be accounted for in a separate fund. Each special revenue fund is formatted in a similar fashion with a one-page summary including a description and additional information, and second page including the detailed beginning fund balance, revenues and expenditures detail, and ending fund balance. As with the other budgets, historical information is provided for reference purposes.
Capital Project Funds
Capital project funds account for the collection and expenditure of fees levied specifically for capital expansion and capital projects. For example, an impact fee is charged to new wastewater customers based on the treatment plant capacity the new user is consuming. This fee is used to pay for future expansions of the treatment plant. Similar fees may be charged for parks, traffic, water utilities and other types of future capital expansion but they are always
2024/25 SHAFTER OPERATING BUDGET 45
proportional to the impact of the new development on that particular asset. The layout of the budgets within this section is the same as described within the Special Revenue Funds section above.
Internal Service Funds
Internal Service Funds are funds such as Building Maintenance and Shop Maintenance that provide services to other departments within the City and not outside customers. The revenue to the internal services funds is based on an allocation of costs to the departments they provide services to. Internal service funds are essentially run on a cost recovery basis and should not generate a surplus or deficit. The layout of the budgets within this section is the same as described within the Special Revenue Funds section above.
Capital Improvement Plan
The Capital Improvement Plan (CIP) sets forth capital improvement projects for the past two years, current fiscal year and the next five years. These schedules are grouped by type of projects and then by funding source. Unlike operational budgets, appropriations for CIP projects do not lapse at year end, unless the project is completed. Unspent appropriations continue to be authorized for expenditure in the next fiscal year unless specifically reduced through action of the Council.
Authorized Staffing
The Authorized Staffing section lists all authorized regular full-time employees. In governmental budgeting it is common to allocate one position to several funds or departments based on their work responsibilities. This schedule shows the allocation of all positions between their various funds and departments for the last two years, current fiscal year and Budget year.
Long Term Debt Schedule
This section contains a listing of all City long-term debt, including the fund responsible for the debt, a brief description of the debt and its associated terms, and a current balance and payment due on that debt.
46 SHAFTER OPERATING BUDGET 2024/25
PRESENTED TO
Shafter, CA
California
For the Fiscal Year Beginning
July 01, 2023
Executive Director
GOVERNMENT FINANCE OFFICERS ASSOCIATION
Distinguished
Budget Presentation
Award
CITYWIDE SUMMARIES
Citywide Budget Changes in Revenues
Citywide Budget Changes in Expenses
Fund Summary & Fund Balances
Revenue Projections
Revenue Chart
Proposed Expenses
Expense Chart
48 SHAFTER OPERATING BUDGET 2024/25
2024/25 SHAFTER OPERATING BUDGET 49
Citywide Authorized FT Positions
Position FY 21/22 FY 22/23 FY 23/24 FY 24/25
YoY
Change
City Manager 5.00 4.00 5.00 5.00 -
Building 9.00 9.00 8.00 8.00 -
Police 42.00 43.00 46.00 55.00 9.00
Animal Control 4.00 4.00 4.00 4.00 -
Economic Development 1.00 1.00 2.00 3.00 1.00
Planning 2.00 2.00 3.00 3.00 -
Education Partnership 2.00 2.00 2.00 2.00 -
Public Works 32.00 34.00 34.00 37.00 3.00
Finance 7.00 7.00 7.00 7.00 -
Public Transit 1.00 1.00 2.00 2.00 -
Information Technology 3.00 3.00 6.00 6.00 -
Human Resources 3.00 3.00 3.00 3.00 -
Citywide Full-Time 111.00 113.00 122.00 135.00 22.00
Citywide Authorized PT Positions
Position FY 21/22 FY 22/23 FY 23/24 FY 24/25
YoY
Change
City Manager - - - - -
Building - - 1.00 1.00 -
Police - - - - -
Animal Control - - - - -
Economic Development - - - - -
Planning - - - - -
Education Partnership 17.00 17.00 17.00 17.00 -
Public Works 1.00 1.00 1.00 1.00 -
Finance 1.00 - 1.00 1.00 -
Public Transit 3.00 3.00 2.00 2.00 -
Information Technology 1.00 1.00 1.00 1.00 -
Human Resources - - - - -
Citywide Part-Time 23.00 22.00 23.00 23.00 1.00
CITYWIDE EMPLOYEE COUNT
50 SHAFTER OPERATING BUDGET 2024/25
FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Category 2021/22 2022/23 2023/24 2024/25 Change Chg Total 70-Taxes 32,096,307 35,287,009 37,098,350 38,917,706 1,819,356 4.9% 52% 71-Fees for Service 10,358,074 11,743,623 11,032,817 10,253,510 (779,307) -7.1% 14% 72-Connection/Impact Fe 3,804,152 5,338,297 4,062,329 4,499,329 437,000 10.8% 6% 73-License & Permits 1,374,581 1,686,351 1,299,486 979,550 (319,936) -24.6% 1% 74-Fines, Forfeitures, 117,314 67,448 57,930 51,120 (6,810) -11.8% 0% 75-Rents & Concessions 346,831 574,928 405,460 600,030 194,570 48.0% 1% 76-Investment Earnings 1,426,635 2,260,954 1,227,579 1,513,537 285,958 23.3% 2% 77-Grants & Donations 3,737,665 10,824,582 3,304,992 12,354,250 9,049,258 273.8% 16% 78-Other Revenue 414,452 372,274 325,500 24,680 (300,820) -92.4% 0% 79-Transfers-In 5,429,438 981,470 3,115,000 - (3,115,000) -100.0% 0% 80-Operations -Internal 2,989,164 3,888,014 4,347,698 6,238,109 1,890,411 43.5% 8% Total $62,094,613 $73,024,950 $66,277,141 $75,431,821 $9,154,680 13.8% 100% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total General 38,705,985 41,004,949 40,236,196 42,012,990 1,776,794 4.4% 56% Total General Funds 38,705,985 41,004,949 40,236,196 42,012,990 1,776,794 4.4% 56% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total Water Operations 6,999,027 5,753,545 8,857,500 5,407,500 (3,450,000) -39.0% 7% Wastewater Operations 2,586,888 2,543,269 2,835,000 2,635,000 (200,000) -7.1% 3% Refuse 1,446,618 1,751,106 1,545,530 1,508,530 (37,000) -2.4% 2% Rail Operations 2,372 - 75,000 75,000 .0% 0%
Public Transit 272,617 363,358 858,960 458,960 (400,000) -46.6% 1% Telecommunications 311,918 411,234 704,100 155,100 (549,000) -78.0% 0% Total ENT Funds 11,619,440 10,822,512 14,876,090 10,240,090 (4,636,000) -31.2% 14% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Division 2021/22 2022/23 2023/24 2024/25 Change Chg Total None 31,782,375 35,602,949 36,844,081 39,119,100 2,275,019 6.2% 52% City Manager 13 320 20 20 .0% 0%
Education Partnership 44,018 70,809 79,562 - (79,562) -100.0% 0% Business Development - 4,400 - - #.0% 0%
Human Resources 850 820 850 - (850) -100.0% 0%
Finance 1,747,150 1,935,409 1,177,250 1,538,520 361,270 30.7% 2% Risk Management 1,092,759 969,093 1,121,100 1,314,580 193,480 17.3% 2% Public Transit 272,617 363,358 858,960 458,960 (400,000) -46.6% 1% Planning 379,125 571,190 586,773 373,600 (213,173) -36.3% 0% Police 491,633 1,183,335 471,764 572,400 100,636 21.3% 1% Animal Control 56,151 92,432 20,716 37,520 16,804 81.1% 0% Fire - 237,260 - 160,000 160,000 #.0% 0%
Engineering 196,994 631,316 196,020 62,280 (133,740) -68.2% 0% Streets 9,362,515 9,054,407 4,778,191 10,162,706 5,384,515 112.7% 13% Water 7,125,448 6,094,225 9,117,904 5,667,904 (3,450,000) -37.8% 8% Wastewater 4,659,854 4,387,790 4,595,000 4,395,000 (200,000) -4.4% 6% Refuse 1,451,687 1,757,358 1,551,238 1,514,238 (37,000) -2.4% 2% Rail 2,372 - 75,000 75,000 .0% 0%
Vehicle Maintenance 276,670 138,941 257,848 243,605 (14,243) -5.5% 0% Public Facilities 95,714 6,532,493 570,464 6,029,444 5,458,980 956.9% 8% Building Inspection 1,255,521 1,595,310 1,156,540 882,500 (274,040) -23.7% 1% Code Compliance 2,450 27,041 2,440 - (2,440) -100.0% 0% Facility Maintenance 427,390 370,440 474,050 850,316 376,266 79.4% 1% Information Technology 1,059,389 990,520 1,637,270 1,819,028 181,758 11.1% 2% Telecommunications 311,918 411,234 704,100 155,100 (549,000) -78.0% 0% GIS Maps - 2,500 - - #.0% 0%
Total $62,094,613 $73,024,950 $66,277,141 $75,431,821 $9,154,680 13.8% 100%
CITYWIDE REVENUES BUDGET CHANGES SUMMARY
Citywide budget narrative:
Citywide revenues and expenses are meant to provide a general overview. Each fund has its own independent set of accounts which would indicate whether a surplus or deficit is estimated for the upcoming year. Each fund is analyzed independent of each other. Current year Citywide estimates include prior year approved carryovers related to multi-year capital projects which may have future grant revenue.
2024/25 SHAFTER OPERATING BUDGET 51
FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total Federal Grants 2,497,487 3,145,206 - 5,088,650 5,088,650 #.0% 7% Transportation 342,351 768,318 850,000 850,000 .0% 1%
State Gas 492,957 547,188 542,912 519,100 (23,812) -4.4% 1% Traffic Safety 74,092 49,892 29,520 29,520 .0% 0%
SLESF 165,053 172,958 - - #.0% 0%
Special PD Services 40 68 - - #.0% 0%
Asset Forfeitures 2,991 3,859 3,000 3,000 .0% 0%
LLMD 756,074 971,727 697,790 981,106 283,316 40.6% 1%
Low-Mod Income Housing 26,571 34,276 25,000 25,000 .0% 0% CDBG 5,064 - - - #.0% 0%
Road Maint & Rehab 411,728 876,872 423,529 460,000 36,471 8.6% 1% Total Revenues Funds 4,774,408 6,570,364 2,571,751 7,956,376 5,384,625 209.4% 11% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total Facility Maintenance 427,390 370,440 474,050 850,316 376,266 79.4% 1% Vehicle Maintenance 276,670 138,941 257,848 243,605 (14,243) -5.5% 0% Risk Management 1,092,759 969,093 1,121,100 1,314,580 193,480 17.3% 2% Information Technology 989,803 903,254 1,536,270 1,718,028 181,758 11.8% 2% Total ISF Funds 2,786,622 2,381,728 3,389,268 4,126,529 737,261 21.8% 5% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total State Grants - 6,394,250 545,000 6,000,000 5,455,000 1000.9% 8% Water CIP 126,421 340,680 260,404 260,404 .0% 0%
Wastewater CIP 2,072,966 1,844,521 1,760,000 1,760,000 .0% 2% Public Safety Impact - 846,743 - 437,000 437,000 #.0% 1% Resufe CIP 5,069 6,252 5,708 5,708 .0% 0%
Park CIP 14,743 125,689 15,544 15,544 .0% 0%
Asset Replacement 69,586 89,766 385,580 385,580 .0% 1%
Traffic Mitigation 1,917,767 2,595,425 2,230,000 2,230,000 .0% 3% Median Mitigation 1,606 2,071 1,600 1,600 .0% 0%
Total CAP Funds 4,208,158 12,245,397 5,203,836 11,095,836 5,892,000 113.2% 15% Total $62,094,613 $73,024,950 $66,277,141 $75,431,821 $9,154,680 13.8% 100%
CITYWIDE REVENUES BUDGET CHANGES BY FUND
FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Category 2021/22 2022/23 2023/24 2024/25 Change Chg Total 82-Wages & Benefits 14,581,997 15,316,651 19,666,643 20,721,152 1,054,509 5.4% 24% 83-Planned Operations 6,559,696 9,549,069 10,106,783 10,907,725 800,942 7.9% 13% 85-Required Operations 3,415,730 3,350,826 4,042,694 4,296,214 253,520 6.3% 5% 88-Operations -Internal 2,999,239 3,890,880 5,460,982 5,328,281 (132,701) -2.4% 6% 90-Debt Service 4,227 158,640 618,365 - (618,365) -100.0% 0% 91-Other Non-Operationa 13,028,615 11,886,578 12,150,000 11,000,000 (1,150,000) -9.5% 13% 92-Capital Outlay 80,678 786,301 719,195 1,786,000 1,066,805 148.3% 2% 93-Capital Projects 3,058,685 3,088,128 12,731,090 32,082,739 19,351,649 152.0% 37% 94-Transfers-Out 5,438,121 981,470 3,115,000 - (3,115,000) -100.0% 0% Total $49,166,988 $49,008,543 $68,610,752 $86,122,111 $17,511,359 25.5% 100% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Division 2021/22 2022/23 2023/24 2024/25 Change Chg Total None 80,826 7,485 50,000 - (50,000) -100.0% 0%
City Council 118,045 120,101 156,692 131,547 (25,145) -16.0% 0% Planning Commission 2,659 2,912 3,332 3,295 (37) -1.1% 0% City Manager 646,134 594,155 686,078 673,136 (12,942) -1.9% 1% Education Partnership 1,113,336 1,304,222 1,380,420 1,512,088 131,668 9.5% 2% City Clerk 228,740 316,971 324,537 337,936 13,399 4.1% 0% Business Development 389,091 435,971 841,697 714,820 (126,877) -15.1% 1% Business Incentives 13,017,400 11,886,578 12,600,000 11,000,000 (1,600,000) -12.7% 13% City Attorney 379,654 431,688 350,000 350,000 .0% 0%
Human Resources 433,926 432,710 528,395 571,527 43,132 8.2% 1% Finance 1,234,655 1,164,093 1,040,758 1,069,824 29,066 2.8% 1% Risk Management 1,095,429 973,651 1,140,539 1,314,580 174,041 15.3% 2% Public Transit 312,335 393,021 935,905 533,753 (402,152) -43.0% 1% Planning 525,109 934,158 955,650 1,352,035 396,385 41.5% 2% Police 7,353,552 8,220,842 10,668,076 17,469,280 6,801,204 63.8% 20% Animal Control 560,890 581,521 611,090 670,019 58,929 9.6% 1% Engineering 1,042,573 1,217,790 1,053,190 953,700 (99,490) -9.4% 1% Streets 8,361,568 5,856,593 11,236,818 12,079,787 842,969 7.5% 14% Water 5,414,558 4,966,140 8,943,597 14,005,270 5,061,673 56.6% 16% Wastewater 1,510,411 1,896,471 3,702,074 5,692,811 1,990,737 53.8% 7% Refuse 1,120,244 1,902,234 1,847,635 2,047,592 199,957 10.8% 2% Rail 129,120 42,458 63,955 68,526 4,571 7.1% 0%
Vehicle Maintenance 272,751 217,839 258,780 243,605 (15,175) -5.9% 0% Public Facilities 1,097,727 1,906,019 4,475,937 8,176,689 3,700,752 82.7% 9% Building Inspection 1,040,378 1,239,576 1,484,100 1,474,910 (9,190) -.6% 2% Code Compliance 144,624 147,962 156,138 167,396 11,258 7.2% 0% Facility Maintenance 433,252 404,902 1,002,591 1,050,316 47,725 4.8% 1% Information Technology 909,956 1,182,448 1,379,717 1,518,730 139,013 10.1% 2% Telecommunications 198,045 179,649 413,467 544,344 130,877 31.7% 1% GIS Maps - 48,383 188,850 199,298 10,448 5.5% 0%
Veterinary Care - - 124,541 127,250 2,709 2.2% 0%
Community Engagement - - - 43,275 43,275 #.0% 0%
Community Events - - 6,193 24,772 18,579 300.0% 0%
Total $49,166,988 $49,008,543 $68,610,752 $86,122,111 $17,511,359 25.5% 100% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total General 34,552,554 32,623,815 38,026,138 39,080,996 1,054,858 2.8% 45% Total General Funds 34,552,554 32,623,815 38,026,138 39,080,996 1,054,858 2.8% 45% FY24 vs FY25 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2021/22 2022/23 2023/24 2024/25 Change Chg Total Water Operations 3,797,958 4,966,140 8,693,597 11,505,270 2,811,673 32.3% 13% Wastewater Operations 1,400,954 1,877,353 3,502,074 4,830,311 1,328,237 37.9% 6% Refuse 1,120,244 1,902,234 1,847,635 2,047,592 199,957 10.8% 2% Rail Operations 129,120 42,458 63,955 68,526 4,571 7.1% 0% Public Transit 312,335 393,021 935,905 533,753 (402,152) -43.0% 1% Telecommunications 198,045 179,649 413,467 544,344 130,877 31.7% 1% Total ENT Funds 6,958,656 9,360,855 15,456,633 19,529,796 4,073,163 26.4% 23%
CITYWIDE EXPENSES BUDGET CHANGES SUMMARY
52 SHAFTER OPERATING BUDGET 2024/25