Cities Index.
Agenda packet

City Council and Concurrent Authorities
June 18, 2024

Document
Agenda packet
Meeting
June 18, 2024
Body
City Council and Concurrent Authorities
Pages
119
Original file
110.8 MB
Text extracted from the city's file for reading and search. Open the original on www.stocktongov.com. That file is the official record.

EXHIBIT 3
629

EXHIBIT D

Page 40 of 58 ends

EXHIBIT 3
630

EXHIBIT D

Page 41 of 58 ends

EXHIBIT 3
631

EXHIBIT D

Page 42 of 58 ends

EXHIBIT 3
632

EXHIBIT D

Page 43 of 58 ends

EXHIBIT 3
633

EXHIBIT D

Page 44 of 58 ends

EXHIBIT 3
634

EXHIBIT D

Page 45 of 58 ends

EXHIBIT 3
635

EXHIBIT D

Page 46 of 58 ends

EXHIBIT 3
636

EXHIBIT D

Page 47 of 58 ends

EXHIBIT 3
637

EXHIBIT D

Page 48 of 58 ends

EXHIBIT 3
638

EXHIBIT D

Page 49 of 58 ends

EXHIBIT 3
639

EXHIBIT D

Page 50 of 58 ends

EXHIBIT 3
640

EXHIBIT D

Page 51 of 58 ends

EXHIBIT 3
641

EXHIBIT D

Page 52 of 58 ends

EXHIBIT 3
642

EXHIBIT D

Page 53 of 58 ends

EXHIBIT 3
643

EXHIBIT D

Page 54 of 58 ends

EXHIBIT 3
644

EXHIBIT D

Page 55 of 58 ends

EXHIBIT 3
645

EXHIBIT D

Page 56 of 58 ends

EXHIBIT 3
646

EXHIBIT D

Page 57 of 58 ends

EXHIBIT 3
647
Addendum A
Attachment A

CITY OF STOCKTON COMMUNITY WORKFORCE AND TRAINING AGREEMENT

AGREEMENT TO BE BOUND
The undersigned, as a Contractor or Subcontractor, including construction material trucking company/entity, (CONTRACTOR) on the City of Stockton Project, (hereinafter PROJECT), for and in consideration of the award to it of a contract to perform work on said PROJECT, and in further consideration of the mutual promises made in this Community Workforce and Training Agreement (hereinafter AGREEMENT), a copy of which was received and is aclmowledged, hereby:
(1) Accepts and agrees to be bound by the terms and conditions of the AGREEMENT for this Project, together with any and all amendments and supplements now existing or which are later made thereto:
(2) The CONTRACTOR agrees to be bound by the legally established local trust agreements designated in the applicable Schedule A as set forth in Article IV of this AGREEMENT.
(3) The CONTRACTOR authorizes the parties to such local trust agreements to appoint trustees and successor trustees to administer the trust funds and hereby ratifies and accepts the trustees so appointed as if made by the CONTRACTOR; ( 4) Cettifies that it has no commitments or agreements which would preclude its full and complete compliance with the terms and conditions of said AGREEMENT. (5) Agrees to secure from any CONTRACTOR(S) (as defined in said AGREEMENT) which is or becomes a subcontractor ( of any tier) to it, a duly executed Agreement to be Bound in form identical to this document.
(6) This Agreement to be Bound constitutes a subscription agreement to the extent of its terms. However, the undersigned agrees to execute a separate Subscription Agreement(s) or contributing employer agreement for Trust Funds when such Trust Fund(s) requires such document(s).

Date: ----------
Name of Contractor
(Name of Contractor Representative)
(Authorized Officer & Title)
CSLB # or Motor Carrier Permit
3238-0 l 7jj
20 EXHIBIT D

Page 58 of 58 ends

EXHIBIT 3
648

BOND FOR FAITHFUL PERFORMANCE
KNOW ALL MEN BY THESE PRESENTS:

That we, DSS COMPANY dba KNIFE RIVER CONSTRUCTION, a STATE OF CALIFORNIA CORPORATION, as Principal and
, a corporation, organized and existing under the laws
of the State of California and duly authorized to transact business under the laws of the State of California, as Surety, are held and firmly bound unto the City of Stockton, a municipal corporation, duly created and existing under and by virtue of the laws of the State of California, as obligee, in the just and full sum of FOUR MILLION FOUR HUNDRED ONE THOUSAND FORTY-FOUR AND 10/100 DOLLARS ($4,401,044.10), in lawful money of the United States of America (being 100% of the contract price) for the payment whereof well and truly to be made to the said CITY, the said Principal and Surety bind themselves, their successors and assigns, jointly and severally, firmly by these presents.

The condition of the foregoing obligation is such that the above bounded Principal has simultaneously entered into a contract with the CITY, to do and perform the following work, to wit:

STOCKTON CITY HALL PARKING LOT
PROJECT NO. E016015-A
NOW, THEREFORE, if the above bounded Principal, CONTRACTOR, Company or
Corporation or its subcontractor, shall well and truly perform the work contracted to be done under said contract, then this obligation to be null and void; otherwise to remain in full force and effect.

No prepayment or delay in payment and no change, extension, addition or alteration of any provision of said contract, or in said plans or specifications agreed to between the said CONTRACTOR and the said CITY, and no forbearance on the part of the said CITY shall operate to relieve any Surety or Sureties from liability on this bond, and consent by said Surety is hereby given, and the said Surety hereby waives the 1 EXHIBIT 3
649
provisions of Sections 2819 and 2845 of the Civil Code of the State of California.

SIGNED AND SEALED on
APPROVED AS TO SURETY: By:

PRINCIPAL
SURETY
APPROVED AS TO FORM & CONTENT:

LORI M. ASUNCION

OFFICE OF THE CITY ATTORNEY
By:

ATTORNEY-IN-FACT
By:

DEPUTY CITY ATTORNEY
2 EXHIBIT 3
650
1 BOND FOR LABOR AND MATERIAL
KNOW ALL MEN BY THESE PRESENTS:

That we, DSS COMPANY dba KNIFE RIVER CONSTRUCTION, a STATE OF CALIFORNIA CORPORATION, as Principal and
, corporation, organized and existing under the laws of the State of California and duly authorized to transact business under the laws of the State of California, as Surety, are held and firmly bound unto the City of Stockton, a municipal corporation, duly created and existing under and by virtue of the laws of the State of California, and unto any and all material suppliers, persons, companies, or corporations furnishing materials, provisions, provender or other supplies used in, upon, for or about the performance of the work contemplated to be executed or performed under the contract hereinafter mentioned, and all persons, companies, or corporations renting or hiring teams, or implements of machinery, for or contributing to said work and all persons who perform work or labor upon the same, and all persons who supply both work and materials, and whose claims have not been paid by the contractor, company or corporation in the just and full sum of FOUR MILLION FOUR HUNDRED ONE THOUSAND FORTY-FOUR AND 10/100 DOLLARS ($4,401,044.10), in lawful money of the United States of America (being 100% of the contract price) for the payment whereof well and truly to be made to said CITY and to said persons jointly and severally, the said principal and Surety bind themselves, their successors and assigns, jointly and severally, firmly by these presents.

The condition of the foregoing obligations is such that the above bounden Principal has simultaneously entered into a contract of even date herewith, with the CITY, to do and perform the following work, to-wit:

STOCKTON CITY HALL PARKING LOT
PROJECT NO. E016015-A
NOW, THEREFORE, if the above bounden Principal, CONTRACTOR, Company or Corporation or its subcontractor, fail to pay for all materials, provisions, provender, or other supplies, or teams, used in, upon, for or about the performance of the work contracted to be done, or for any work or labor done thereon of any kind, the Surety on EXHIBIT 3
651
2 this bond will pay the same, in an amount not exceeding the sum specified in this bond, provided that any and all claims hereunder shall be filed and proceedings had in connection therewith as required by the provisions of Division 3, Part 4, Title 15, Chapter 5, Article 1 of the Civil Code of California, provided that in case suit is brought upon this bond, a reasonable attorney's fee shall be awarded by the Court to the prevailing party in said suit; said attorney's fee to be fixed as costs in said suit, and to be included in the judgment therein rendered.

No prepayment or delay in payment and no change, extension, addition or alteration of any provision of said contract or in said plans or specifications agreed to between the said CONTRACTOR and the said CITY and no forbearance on the part of the said CITY shall operate to relieve any surety or sureties from liability on this bond, and consent to make such alterations without further notice to or consent by any such surety is hereby given, and the said sureties hereby waive the provisions of Sections 2819 and 2845 of the Civil Code of the State of California.

SIGNED AND SEALED on .

APPROVED AS TO SURETY: By:

PRINCIPAL
SURETY
APPROVED AS TO FORM & CONTENT:

LORI M. ASUNCION

OFFICE OF THE CITY ATTORNEY
By:

ATTORNEY-IN-FACT
By:

DEPUTY CITY ATTORNEY
EXHIBIT 3
652
City of Stockton
Legislation Text
File #: 24-0647, Version: 1

APPROVE THREE RESOLUTIONS AUTHORIZING THE CITY ATTORNEY TO ENTER INTO AN AGREEMENT FOR LEGAL SERVICES WITH THE FIRMS OF REDWOOD PUBLIC LAW, LLP; TELECOM LAW FIRM, PC; AND HANSON BRIDGETT LLP

RECOMMENDATION
It is recommended that the City Council adopt three resolutions approving Agreements for Legal Services with the firms of Redwood Public Law, LLP; Telecom Law Firm, PC; and Hanson Bridgett LLP.

Summary
The City needs to hire outside counsel from time to time to handle special, complex legal matters, including litigation, personnel, water, wastewater, stormwater, solid waste, public-works, complex transactions, fee, tax and real estate issues, and maritime matters. Section 1306 of the City Charter authorizes the Office of the City Attorney to retain or employ outside counsel with the approval of the City Council.

The firms presented here are uniquely qualified to handle specialized and complex matters because of their extensive and unique skills and experience. While this action by the Council would not cause any particular matter to be assigned to the firms being considered, those firms would be available to assist with future matters as the need arises.

DISCUSSION
Background
Modern city attorneys are generalists in a field that used to be a specialty called ‘municipal law.’ In today’s world, municipal law has become an area composed of a great many subspecialities and inhouse city attorneys have become more like general practitioners.

Although it is the goal of all city attorneys to utilize outside attorneys as little as possible, the reality of practice necessitates the use of outside attorneys when there is a conflict of interest, lack of technical expertise in specialized areas of law, or lack of staffing.

There are a variety of specialized practice areas such as special, complex litigation matters, personnel issues, water, wastewater, stormwater, solid waste, public-works, complex transactions, fee, tax and real estate issues, and maritime matters, where it is appropriate and advisable to retain the services of attorneys who specialize in these areas.

Present Situation
City of Stockton Page 1 of 2 Printed on 6/13/2024
powered by Legistar™
653
File #: 24-0647, Version: 1
The City currently has a particular need for the ready availability of experienced outside counsel from time to time to handle these special and/or complex legal matters. The proposed firms are experienced, come with recommendations from other government entities, and are proficient in handling some or all these matters and their related issues. The City will benefit from having these firms available to assist with these issues on an as-needed basis. Their respective hourly rates and other fees are reasonable and extremely competitive. Section 1306 of the City Charter authorizes the Office of the City Attorney to retain or employ outside counsel with the approval of the City Council.

FINANCIAL SUMMARY
Legal services will be billed on an hourly basis pursuant to the rates set forth in the Agreements. The fees will be paid through various accounts, depending on the nature of each matter.

City of Stockton Page 2 of 2 Printed on 6/13/2024
powered by Legistar™
654
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION AUTHORIZING THE CITY ATTORNEY TO ENTER INTO AN

AGREEMENT FOR LEGAL SERVICES WITH THE FIRM OF TELECOM LAW FIRM, PC
The need for specialized expertise and/or workload demands of the City Attorney's Office periodically results in a need to hire outside counsel; and The City of Stockton currently desires to retain the law firm of Telecom Law Firm, PC, to advise the City in civil liability, litigation, and other proceedings as the need arises; and
The law firm of Telecom Law Firm, PC possesses the qualifications and personnel needed by the City in handling such proceedings; and
Section 1306 of the City Charter authorizes the City Attorney to retain or employ outside counsel with the approval of the City Council; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The City Council hereby approves the selection of Telecom Law Firm, PC to advise the City in civil liability, litigation, and other proceedings as the need arises.

2. The City Attorney is authorized to execute an agreement for legal services with the law firm of Telecom Law Firm, PC in substantially the form as attached as Exhibit “1” and incorporated by this reference.

PASSED, APPROVED, and ADOPTED June 18, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMCM CPMC
Interim City Clerk of the City of Stockton
655
EXHIBIT 1
- 1 -

AGREEMENT FOR LEGAL SERVICES
THIS AGREEMENT is made and entered into effective , 2024, by and between the CITY OF STOCKTON, a municipal corporation (“CITY”), and the law firm of TELECOM LAW FIRM, PC ("FIRM").

W I T N E S S E T H
The City Attorney of the City of Stockton provides legal counsel and representation to the CITY and the Council members, Board members, officers, and employees of the CITY; and
Pursuant to Section 1306 of the Charter of the City of Stockton, the City Attorney shall not retain or employ outside counsel without the approval of the City Council; and The CITY and FIRM have determined that FIRM is especially qualified to provide telecommunications facilities and systems and related legal advice and counsel and represent the CITY in legal matters on behalf of the CITY.

NOW, THEREFORE, in consideration of these premises and the following terms and conditions, FIRM and CITY agree as follows:

1. CONDITIONS AND BILLING ATTORNEY DESIGNATION.

This Agreement will take effect and FIRM will only be obligated to provide legal services as needed once this Agreement is fully signed and initialed by both parties.

Upon receipt of the signed Agreement, Dr. Jonathan L. Kramer and Mr. Robert C.

May III will be the shareholders primarily responsible for performing or supervising all work performed by qualified staff of FIRM under this Agreement unless otherwise authorized by CITY.

2. SCOPE OF SERVICES.

CITY hires FIRM to provide legal services as may be requested by CITY and accepted by FIRM from time to time under this retainer agreement. No representation of any officials, officers, employees, or any other persons or entities affiliated with CITY shall be provided unless such representations is expressly authorized by the City Attorney, which such written authorization shall be deemed to be a part of this Agreement. FIRM will provide those legal services reasonably required to represent CITY. FIRM will take reasonable steps to keep CITY informed of progress and to respond timely to CITY’s inquiries. If a court action is filed, FIRM will represent CITY through trial and post-trial motions.
//
//
//
656
EXHIBIT 1
- 1 -

3. CITY’S DUTIES.

CITY agrees to be truthful with FIRM, to cooperate, to keep FIRM informed of any information or developments which may come to CITY’s attention, to abide by this Agreement, to pay FIRM’s bills on time, and to keep FIRM advised of CITY’s address, telephone number, and whereabouts. CITY will assist FIRM in providing necessary information and documents and will appear when necessary at legal proceedings.

4. CONFLICTS OF INTEREST.

By accepting representation of CITY, FIRM acknowledges that it has undertaken reasonable and customary efforts to determine whether there are any potential conflicts of interest or adversity of positions between CITY and any other person or entity in accordance with the Rules of Professional Conduct adopted in California, which would bar FIRM from representing CITY in general. CITY’s execution of this Agreement represents an express agreement to the applicability of the Rules of Professional Conduct adopted in California as to any and all issues of representation arising under this Agreement.

5. INDEPENDENT CONTRACTOR/CONFLICTS OF INTEREST.

FIRM shall be employed solely as an independent contractor to render a professional service to CITY, is responsible for all obligations consistent with that status, and nothing contained herein shall be interpreted so as to cause FIRM to be considered an employee of CITY. Consistent with FIRM’s independent contractor status, nothing contained herein shall be deemed to prohibit or limit FIRM from representing parties other than those expressly covered by this Agreement, provided that FIRM shall not represent CITY’s officials, officers, employees, board members and commissioners (whether individually or collectively) in disputes with CITY or in any other investigation, administrative proceeding, or litigation against CITY which would conflict with CITY’s interests or create any other conflict as prohibited by law or the canons of ethics of the State Bar of California.

6. DISCLOSURE.

By executing and returning this Agreement, FIRM discloses that it maintains professional errors and omissions insurance pursuant to the requirements of California Business & Professions Code section 6148.

7. INSURANCE REQUIREMENTS.

FIRM shall secure and maintain at its own expense during the life of this Agreement Workers’ Compensation and other insurance coverage in the forms and amounts set forth in the attached Exhibit “C,” which is incorporated herein by reference. //
657
EXHIBIT 1
- 2 -

8. LICENSES, PERMITS, AND COMPLIANCE WITH LAW.

FIRM represents and warrants that prior to commencing any work under this Agreement, it shall obtain and maintain at its own expense during the life of this Agreement any other licenses, permits, qualifications, and approval required to practice its profession and perform the contract services and shall comply with any and all applicable local, State, and federal laws in performing the contract services.

9. NOTICES.

Any written notice to be given to the parties in connection with this Agreement may be affected by personal delivery or by mail and shall be considered effectively tendered upon actual receipt. Mailed notices shall be addressed as set forth below:

To CITY: Lori M. Asuncion
City Attorney
425 North El Dorado Street, Second Floor
Stockton, CA 95202
To FIRM: TELECOM LAW FIRM, PC
Attention: CLIENT NOTICES
3570 Camino del Rio N., Suite 102
San Diego, CA 92108

10. LEGAL FEES AND BILLING PRACTICES.

CITY agrees to pay by the hour at FIRM’s prevailing rates for all time spent on CITY’s matter(s) by FIRM’s legal personnel. FIRM’s current hourly rates for work on CITY’s matters are set forth in Exhibit “A” to this Agreement.

Any change in FIRM’s rates as set forth in Exhibit “A” to this Agreement must be sent to CITY in writing 30 days prior to implementation so that CITY may accept or reject the changes as to matters being handled by FIRM at that time.

The legal personnel assigned to CITY’s matter may confer among themselves about the matter, as is reasonably required and appropriate. When they do confer, each person will charge for the time expended, as long as the work done is reasonably necessary and not duplicative. Likewise, if more than one of the legal personnel attends a meeting, court hearing or other proceeding, each will charge for the time spent. CITY reserves the right to disapprove the second charge.

11. COSTS AND OTHER CHARGES.
(a) CITY agrees to pay for FIRM’s costs, disbursements, and expenses in addition to its hourly fees for the performance of legal services under this Agreement.

These costs and expenses commonly include service of process charges, filing fees, 658
EXHIBIT 1
- 3 -
court and deposition reporters' fees, jury fees, notary fees, deposition costs, messenger and other delivery fees, travel costs including parking, meals and hotel costs, investigation expenses, consultants' fees, expert witness, professional, mediator, arbitrator and/or special master fees.
(b) Out of town travel. CITY agrees to pay transportation, meals, lodging, and all other costs of any necessary out-of-town travel by FIRM’s personnel, only if preapproved by CITY. CITY will be charged the sixty percent (60%) hourly rate portal to portal for time spent on such pre-approved travel.
(c) Experts, Consultants, and Investigators. To aid in the preparation or presentation of CITY’s case, it may become necessary to hire expert witnesses, consultants, investigators, and outsourced support services. CITY agrees to pay such fees and charges. FIRM will select any expert witnesses, consultants, investigators, or support services to be hired, and CITY will be informed of persons chosen and their charges.

Additionally, CITY understands that if the matter proceeds to court action or arbitration, CITY may be required to pay fees and/or costs to other parties in the action.

Any such payment will be entirely the responsibility of CITY.

12. BILLING STATEMENTS.

FIRM shall submit to CITY, through the City Attorney’s Office, a monthly statement. Each statement shall set forth a description of the legal services rendered for the preceding month in sufficient detail to allow CITY to evaluate whether the fees and costs billed are reasonable in light of the services rendered. In addition, the monthly statements shall include the date of the service, the identity, the duration of the service in tenths of an hour increments and the hourly rate, of the attorney or other staff members performing the service, any reimbursable costs with receipts attached, the itemized and total billing for the statement period. There shall be no bundling of charges. Each activity for which reimbursement is being sought shall be listed separately and shall be followed by the duration and cost for the particular activity. Each monthly statement shall also include a separate cover sheet which lists the total charges due and payable in a format as illustrated in the attached Exhibit “B,” which is incorporated herein by this reference.

13. DISCHARGE AND WITHDRAWAL.

CITY may discharge FIRM at any time. FIRM may withdraw with CITY’s consent, or for good cause, or upon sixty (60) days written notice. Good cause includes CITY’s breach of this Agreement, refusal to cooperate or to follow FIRM’s advice on a material matter or any fact or circumstance that would render FIRM’s continuing representation unlawful or unethical. When FIRM’s services conclude, all unpaid charges will immediately become due and payable. After services conclude, FIRM will deliver CITY’s file and property in FIRM’s possession whether or not CITY has paid for all services.
659
EXHIBIT 1
- 4 -

14. DOCUMENT RETENTION POLICY.

CITY is entitled to any files in FIRM’s possession relating to the legal services performed by FIRM for CITY, excluding FIRM’s internal accounting records and other documents not reasonably necessary to CITY’s representation. Once a matter is concluded, FIRM will close the file, and CITY will receive notice and a copy thereof.

All CITY-supplied materials and all attorney end product (referred to generally as "CITY material") are the property of CITY. Attorney end product includes, for example, finalized contracts, pleadings, and trust documents. Attorney work product is the property of FIRM. Attorney work product includes, for example, drafts, notes, internal memoranda and electronic files, and attorney representation and administration materials, including attorney-CITY correspondence and conflicts materials.

15. DISCLAIMER OF GUARANTEE AND ESTIMATES.

Nothing in this Agreement or in FIRM’s preliminary statements to CITY will be construed as a promise or guarantee about the outcome of the matter. FIRM’s comments about the outcome of the matter will be taken as expressions of opinion only.

Any estimate of fees given by FIRM shall not be a guarantee. Only the detailed invoices to be provided to CITY shall constitute the amount owed for legal services performed on CITY’s behalf.

16. MEDIATION/ARBITRATION; WAIVER OF JURY TRIAL.

If a dispute arises out of or relating to any aspect of this Agreement between CITY and FIRM, or the breach thereof, and if the dispute cannot be settled through negotiation, FIRM and CITY agree to discuss in good faith the use of mediation before resorting to arbitration, litigation, or any other dispute resolution procedure. Nothing herein shall limit or otherwise affect CITY’s right under sections 6200-6206 of the California Business and Professions Code to request arbitration of any fee dispute by an independent, impartial arbitrator or panel of arbitrators through a bar association program created solely to resolve fee disputes between lawyers and CITYs. However, should discussions, mediation or non-binding arbitration provided through a local bar association program not resolve the dispute, each party is entitled to pursue all other available legal remedies. The claims or controversies subject to this provision shall include, without limitation, any claim of professional negligence or malpractice.

17. ATTORNEYS’ FEES CLAUSE.

The prevailing party in any action or proceeding arising out of or to enforce any provision of this Agreement, with the exception of a fee arbitration or mediation under Business and Professions Code sections 6200-6206, will be awarded reasonable attorneys’ fees and costs incurred in that action or proceeding, or in the enforcement of any judgment or award rendered.
//
660
EXHIBIT 1
- 5 -

18. ENTIRE AGREEMENT.

This Agreement contains the entire agreement of the parties. No other agreement, statement, or promise made on or before the effective date of this Agreement will be binding on the parties.

19. SEVERABILITY IN EVENT OF PARTIAL INVALIDITY.

If any provision of this Agreement is held in whole or in part to be unenforceable for any reason, the remainder of that provision and of the entire Agreement will be severable and remain in effect.

20. MODIFICATION BY SUBSEQUENT AGREEMENT.

This Agreement may be modified by subsequent agreement of the parties only by an instrument in writing signed by both of them.

21. EFFECTIVE DATE.

This Agreement will govern all legal services performed by FIRM on behalf of CITY commencing with the date FIRM first performs services. The date at the beginning of this Agreement is for reference only.

22. AUTHORITY TO CONTRACT.

The undersigned hereby represent and warrant that they are authorized by the parties to execute this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written.

LORI M. ASUNCION TELECOM LAW FIRM, PC

CITY ATTORNEY
By: By:

CITY ATTORNEY DR. JONATHAN L. KRAMER
“‘CITY” “FIRM”
661
EXHIBIT 1
- 6 -
EXHIBIT “A”

1. FIRM shall be compensated for work under this Agreement at the standard hourly rates of FIRM's attorneys and paralegals in effect at the time services are rendered. The current standard hourly rates are as follows:

Partners $340.00
Of Counsel $300.00
Senior Associates $300.00
Associates $285.00
Paraprofessionals $190.00
The hourly rates shown above are at the inception of this Agreement and shall automatically increase by three percent (3%) upon each anniversary of this Agreement.

2. FIRM shall also charge, at its cost and without markup, for expenses such as photocopying, telecopying, postage, express delivery, long distance telephone, travel costs, filing and publication fees, as applicable, and other out-of-pocket expenses related to this engagement.

3. FIRM shall bill for services hereunder not more frequently than monthly unless prior authorized in writing by CITY, and each such invoice shall be payable upon receipt.
662
EXHIBIT 1
- 7 -
EXHIBIT “B”

YOUR LETTERHEAD
City of Stockton Date: _________________
Attn: Lori M. Asuncion Acting City Attorney Invoice No. _________________ City Hall, 2nd Floor Our File No. _________________
425 North El Dorado Street
Stockton California 95202-1997

SUBJECT MATTER/CASE NAME & NUMBER
For Legal Services rendered through as fully described on the attached detailed billing.

TOTAL FEES $_______________
TOTAL EXPENSES $ ______________
**TOTAL CHARGES FOR THIS BILL** $_______________
663
EXHIBIT 1
- 8 -
EXHIBIT "C"

INSURANCE REQUIREMENTS
FIRM shall procure and maintain for the duration of the agreement insurance against all claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by FIRM its agents, representatives, or employees.

Minimum Limits of Insurance
FIRM, shall maintain insurance limits not less than:

1. General liability: $1,000,000 per occurrence for bodily injury, personal injury, and property damage.

If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

3. Workers' Compensation: $1,000,000 per accident for bodily injury or disease.

4. Professional/Malpractice Liability: $1,000,000 per occurrence.

Deductibles and Self-Insured Retention
Any deductibles or self-insured retention must be declared to and approved by CITY.

Other Insurance Provisions
The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:

1. CITY, its officers, officials, employees, and volunteers are to be covered as additional insured on general liability and automobile liability policies as respects: liability out of activities performed by or on behalf of FIRM; premises owned, occupied, or used by FIRM; and automobiles owned, leased, hired, or borrowed by FIRM. The coverage shall contain no special limitations on the scope of protection afforded to CITY, its officers, officials, employees, or volunteers.

2. For any claims related to the project, FIRM's insurance coverage shall be primary insurance as respects CITY, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by CITY, its officers, officials, employees, or volunteers shall be excess of FIRM's insurance and shall not contribute with it.
664
EXHIBIT 1
- 9 -

3. Any failure to comply with the reporting or other provisions of the policies shall not affect coverage provided to CITY, its officers, officials, employees, or volunteers.

4. FIRM's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5. Each insurance policy required by this Agreement shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days’ prior written notice by certified mail, return receipt requested, has been given to CITY.

Subcontractors
Before permitting any subcontractors to perform work under this Agreement, FIRM shall require subcontractors to furnish satisfactory proof that insurance has been issued and is maintained similar to that provided by FIRM as may be applied to each subcontractor’s work.

Acceptability of Insurers
Insurance is to be placed with insurers that are admitted insurance carriers in the State of California or must otherwise be approved by CITY.

Verification of Coverage
FIRM shall furnish CITY with original endorsements of effective coverage for policies on which CITY is included as an additional insured as required by this Exhibit and shall furnish original certificates of insurance for all other required policies. The endorsements are to be signed by the person authorized by the insurer to bind coverage on its behalf. All endorsements and certificates are to be received and approved by CITY before work commences.

Upon request, FIRM shall furnish CITY a certified copy of any or all policies of insurance covering the work required under this Agreement.
665
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION AUTHORIZING THE CITY ATTORNEY TO ENTER INTO AN

AGREEMENT FOR LEGAL SERVICES WITH THE FIRM OF REDWOOD PUBLIC

LAW, LLP
The need for specialized expertise and/or workload demands of the City Attorney's Office periodically results in a need to hire outside counsel; and The City of Stockton currently desires to retain the law firm of Redwood Public Law, LLP, to advise the City in civil liability, litigation, and other proceedings as the need arises; and
The law firm of Redwood Public Law, LLP possesses the qualifications and personnel needed by the City in handling such proceedings; and Section 1306 of the City Charter authorizes the City Attorney to retain or employ outside counsel with the approval of the City Council; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The City Council hereby approves the selection of Redwood Public Law, LLP to advise the City in civil liability, litigation, and other proceedings as the need arises.

2. The City Attorney is authorized to execute an agreement for legal services with the law firm of Redwood Public Law, LLP in substantially the form as attached as Exhibit “1” and incorporated by this reference.

PASSED, APPROVED, and ADOPTED June 18, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMCM CPMC
Interim City Clerk of the City of Stockton
666
EXHIBIT 1
- 1 -

AGREEMENT FOR LEGAL SERVICES
THIS AGREEMENT is made and entered into effective , 2024, by and between the CITY OF STOCKTON, a municipal corporation (“CITY”), and the law firm of REDWOOD PUBLIC LAW, LLP ("FIRM").

W I T N E S S E T H
The City Attorney of the City of Stockton provides legal counsel and representation to the CITY and the Council members, Board members, officers, and employees of the CITY; and
Pursuant to Section 1306 of the Charter of the City of Stockton, the City Attorney shall not retain or employ outside counsel without the approval of the City Council; and The CITY and FIRM have determined that FIRM is especially qualified to provide code enforcement litigation and receivership advice and counsel and represent the CITY in legal matters on behalf of the CITY.

NOW, THEREFORE, in consideration of these premises and the following terms and conditions, FIRM and CITY agree as follows:

1. CONDITIONS AND BILLING ATTORNEY DESIGNATION.

This Agreement will take effect and FIRM will only be obligated to provide legal services as needed once this Agreement is fully signed and initialed by both parties.

Upon receipt of the signed Agreement, Jose M. Sanchez will be the shareholder primarily responsible for all work performed under this Agreement unless otherwise authorized by CITY.

2. SCOPE OF SERVICES.

CITY hires FIRM to provide legal services as may be requested by CITY from time to time under this retainer agreement. No representation of any officials, officers, employees, or any other persons or entities affiliated with CITY shall be provided unless such representations is expressly authorized by the City Attorney, which such written authorization shall be deemed to be a part of this Agreement. FIRM will provide those legal services reasonably required to represent CITY. FIRM will take reasonable steps to keep CITY informed of progress and to respond timely to CITY’s inquiries. If a court action is filed, FIRM will represent CITY through trial and post-trial motions.

3. CITY’S DUTIES.

CITY agrees to be truthful with FIRM, to cooperate, to keep FIRM informed of any information or developments which may come to CITY’s attention, to abide by this Agreement, to pay FIRM’s bills on time, and to keep FIRM advised of CITY’s address, 667
EXHIBIT 1
- 2 -
telephone number, and whereabouts. CITY will assist FIRM in providing necessary information and documents and will appear when necessary at legal proceedings.

4. CONFLICTS OF INTEREST.

By accepting representation of CITY, FIRM acknowledges that it has undertaken reasonable and customary efforts to determine whether there are any potential conflicts of interest or adversity of positions between CITY and any other person or entity in accordance with the Rules of Professional Conduct adopted in California, which would bar FIRM from representing CITY in general. CITY’s execution of this Agreement represents an express agreement to the applicability of the Rules of Professional Conduct adopted in California as to any and all issues of representation arising under this Agreement. FIRM currently provides legal services to the Port of Stockton. The FIRM and CITY are not aware of any matter in direct conflict between CITY and the Port of Stockton at this time. If a conflict between the parties arises, the FIRM will comply with all California Rules of Professional Conduct.

5. INDEPENDENT CONTRACTOR/CONFLICTS OF INTEREST.

FIRM shall be employed solely as an independent contractor to render a professional service, is responsible for all obligations consistent with that status, and nothing contained herein shall be interpreted so as to cause FIRM to be considered an employee of CITY. Consistent with FIRM’s independent contractor status, nothing contained herein shall be deemed to prohibit or limit FIRM from representing parties other than those expressly covered by this Agreement, provided that FIRM shall not represent CITY’s officials, officers, employees, board members and commissioners (whether individually or collectively) in disputes with CITY or in any other investigation, administrative proceeding, or litigation against CITY which would conflict with CITY’s interests or create any other conflict as prohibited by law or the canons of ethics of the State Bar of California.

6. DISCLOSURE.

By executing and returning this Agreement, FIRM discloses that it maintains professional errors and omissions insurance pursuant to the requirements of California Business & Professions Code section 6148.

7. INDEMNIFICATION.

To the fullest extent permitted by law, FIRM shall hold harmless, defend and indemnify City of Stockton and its officers, officials, employees, and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature caused by the negligence or willful misconduct of FIRM in its performance of work hereunder or its failure to comply with any of its obligations contained in the agreement, except such loss or damage which was caused by the negligence or willful misconduct of the City of Stockton. This obligation is independent of, and shall not in any way be limited by, the minimum 668
EXHIBIT 1
- 3 -
Insurance obligations contained in this agreement. These obligations shall survive the completion or termination of this agreement.

8. INSURANCE REQUIREMENTS.

FIRM shall secure and maintain at its own expense during the life of this Agreement Workers’ Compensation and other insurance coverage in the forms and amounts set forth in the attached Exhibit “C,” which is incorporated herein by reference.

9. LICENSES, PERMITS, AND COMPLIANCE WITH LAW.

FIRM represents and warrants that prior to commencing any work under this Agreement, it shall obtain and maintain at its own expense during the life of this Agreement any other licenses, permits, qualifications, and approval required to practice its profession and perform the contract services and shall comply with any and all applicable local, State, and federal laws in performing the contract services.

10. NOTICES.

Any written notice to be given to the parties in connection with this Agreement may be affected by personal delivery or by mail and shall be considered effectively tendered upon actual receipt. Mailed notices shall be addressed as set forth below:

To CITY: Lori M. Asuncion
City Attorney
425 North El Dorado Street, Second Floor
Stockton, CA 95202
To FIRM: Jose M. Sanchez
Redwood Public Law, LLP
409 13th Street, Suite 600
Oakland, CA 94612

11. LEGAL FEES AND BILLING PRACTICES.

CITY agrees to pay by the hour at FIRM’s prevailing rates for all time spent on CITY’s matter(s) by FIRM’s legal personnel. FIRM’s current hourly rates for work on CITY’s matters are set forth in Exhibit “A” to this Agreement.

Any change in FIRM’s rates as set forth in Exhibit “A” to this Agreement must be sent to CITY in writing 30 days prior to implementation so that CITY may accept or reject the changes as to matters being handled by FIRM at that time.

The legal personnel assigned to CITY’s matter may confer among themselves about the matter, as is reasonably required and appropriate. When they do confer, each person will charge for the time expended, as long as the work done is reasonably necessary and not duplicative. Likewise, if more than one of the legal personnel 669
EXHIBIT 1
- 4 -
attends a meeting, court hearing or other proceeding, each will charge for the time spent. CITY reserves the right to disapprove the second charge.

12. COSTS AND OTHER CHARGES.
(a) CITY agrees to pay for FIRM’s costs, disbursements, and expenses in addition to its hourly fees for the performance of legal services under this Agreement.

These costs and expenses commonly include service of process charges, filing fees, court and deposition reporters' fees, jury fees, notary fees, deposition costs, messenger and other delivery fees, travel costs including parking, meals and hotel costs, investigation expenses, consultants' fees, expert witness, professional, mediator, arbitrator and/or special master fees.
(b) Out of town travel. CITY agrees to pay transportation, meals, lodging, and all other costs of any necessary out-of-town travel by FIRM’s personnel, only if preapproved by CITY. CITY will be charged the hourly rates for time spent on such preapproved travel. (c) Experts, Consultants, and Investigators. To aid in the preparation or presentation of CITY’s case, it may become necessary to hire expert witnesses, consultants, investigators, and outsourced support services. CITY agrees to pay such fees and charges. FIRM will select any expert witnesses, consultants, investigators, or support services to be hired, and CITY will be informed of persons chosen and their charges.

Additionally, CITY understands that if the matter proceeds to court action or arbitration, CITY may be required to pay fees and/or costs to other parties in the action.

Any such payment will be entirely the responsibility of CITY.

13. BILLING STATEMENTS.

FIRM shall submit to CITY, through the City Attorney’s Office, a monthly statement. Each statement shall set forth a description of the legal services rendered for the preceding month in sufficient detail to allow CITY to evaluate whether the fees and costs billed are reasonable in light of the services rendered. In addition, the monthly statements shall include the date of the service, the identity, the duration of the service in tenths of an hour increments and the hourly rate, of the attorney or other staff members performing the service, any reimbursable costs with receipts attached, the itemized and total billing for the statement period. There shall be no bundling of charges. Each activity for which reimbursement is being sought shall be listed separately and shall be followed by the duration and cost for the particular activity. Each monthly statement shall also include a separate cover sheet which lists the total charges due and payable in a format as illustrated in the attached Exhibit “B,” which is incorporated herein by this reference.
//
//
//
670
EXHIBIT 1
- 5 -

14. DISCHARGE AND WITHDRAWAL.

CITY may discharge FIRM at any time. FIRM may withdraw with CITY’s consent or for good cause. Good cause includes CITY’s breach of this Agreement, refusal to cooperate or to follow FIRM’s advice on a material matter or any fact or circumstance that would render FIRM’s continuing representation unlawful or unethical. When FIRM’s services conclude, all unpaid charges will immediately become due and payable. After services conclude, FIRM will deliver CITY’s file and property in FIRM’s possession whether or not CITY has paid for all services.

15. DOCUMENT RETENTION POLICY.

CITY is entitled to any files in FIRM’s possession relating to the legal services performed by FIRM for CITY, excluding FIRM’s internal accounting records and other documents not reasonably necessary to CITY’s representation. Once a matter is concluded, FIRM will close the file, and CITY will receive notice and a copy thereof.

All CITY-supplied materials and all attorney end product (referred to generally as "CITY material") are the property of CITY. Attorney end product includes, for example, finalized contracts, pleadings, and trust documents. Attorney work product is the property of FIRM. Attorney work product includes, for example, drafts, notes, internal memoranda and electronic files, and attorney representation and administration materials, including attorney-CITY correspondence and conflicts materials.

16. DISCLAIMER OF GUARANTEE AND ESTIMATES.

Nothing in this Agreement or in FIRM’s preliminary statements to CITY will be construed as a promise or guarantee about the outcome of the matter. FIRM’s comments about the outcome of the matter will be taken as expressions of opinion only.

Any estimate of fees given by FIRM shall not be a guarantee. Only the detailed invoices to be provided to CITY shall constitute the amount owed for legal services performed on CITY’s behalf.

17. MEDIATION/ARBITRATION; WAIVER OF JURY TRIAL.

If a dispute arises out of or relating to any aspect of this Agreement between CITY and FIRM, or the breach thereof, and if the dispute cannot be settled through negotiation, FIRM and CITY agree to discuss in good faith the use of mediation before resorting to arbitration, litigation, or any other dispute resolution procedure. Nothing herein shall limit or otherwise affect CITY’s right under sections 6200-6206 of the California Business and Professions Code to request arbitration of any fee dispute by an independent, impartial arbitrator or panel of arbitrators through a bar association program created solely to resolve fee disputes between lawyers and CITYs. However, should discussions, mediation or non-binding arbitration provided through a local bar association program not resolve the dispute, each party is entitled to pursue all other available legal remedies. The claims or controversies subject to this provision shall include, without limitation, any claim of professional negligence or malpractice. 671
EXHIBIT 1
- 6 -

18. ATTORNEYS’ FEES CLAUSE.

The prevailing party in any action or proceeding arising out of or to enforce any provision of this Agreement, with the exception of a fee arbitration or mediation under Business and Professions Code sections 6200-6206, will be awarded reasonable attorneys’ fees and costs incurred in that action or proceeding, or in the enforcement of any judgment or award rendered.

19. ENTIRE AGREEMENT.

This Agreement contains the entire agreement of the parties. No other agreement, statement, or promise made on or before the effective date of this Agreement will be binding on the parties.

20. SEVERABILITY IN EVENT OF PARTIAL INVALIDITY.

If any provision of this Agreement is held in whole or in part to be unenforceable for any reason, the remainder of that provision and of the entire Agreement will be severable and remain in effect.

21. MODIFICATION BY SUBSEQUENT AGREEMENT.

This Agreement may be modified by subsequent agreement of the parties only by an instrument in writing signed by both of them.

22. EFFECTIVE DATE.

This Agreement will govern all legal services performed by FIRM on behalf of CITY commencing with the date FIRM first performs services. The date at the beginning of this Agreement is for reference only.

23. AUTHORITY TO CONTRACT.

The undersigned hereby represent and warrant that they are authorized by the parties to execute this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written.

LORI M. ASUNCION REDWOOD PUBLIC LAW, LLP

CITY ATTORNEY
By: By:

CITY ATTORNEY JOSE M. SANCHEZ
“‘CITY” “FIRM”
672
EXHIBIT 1
- 7 -
EXHIBIT “A”

1. FIRM shall be compensated for work under this Agreement at the standard hourly rates of FIRM's attorneys and paralegals in effect at the time services are rendered. The current standard hourly rates are as follows:

Partners $440 - $495
Of Counsels $395 - $440
Associates $325 - $375
Paralegals $215
The particular rates charged within the above ranges will depend on the experience of the attorney and the subject matter.

2. FIRM shall also charge for expenses such as photocopying, telecopying, postage, express delivery, long distance telephone, travel costs, filing and publication fees, as applicable, and other out-of-pocket expenses related to this engagement.

3. FIRM shall bill for services hereunder not more frequently than monthly, and such invoice shall be payable upon receipt.
673
EXHIBIT 1
- 8 -
EXHIBIT “B”

YOUR LETTERHEAD
City of Stockton Date: _________________
Attn: Lori M. Asuncion City Attorney Invoice No. _________________ City Hall, 2nd Floor Our File No. _________________
425 North El Dorado Street
Stockton California 95202-1997

SUBJECT MATTER/CASE NAME & NUMBER
For Legal Services rendered through as fully described on the attached detailed billing.

TOTAL FEES $_______________
TOTAL EXPENSES $ ______________
**TOTAL CHARGES FOR THIS BILL** $_______________
674
EXHIBIT 1
- 9 -
EXHIBIT “C”
Insurance Requirements for Professional Services
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (nonowned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
(Not required if consultant provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $1,000,000 aggregate.

If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City of Stockton requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Stockton.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
//
675
EXHIBIT 1
- 10 -
Additional Insured Status
The City of Stockton, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used). Additional insured Name of Organization shall read “City of Stockton, its officers, officials, employees, and volunteers.” Policy shall cover City of Stockton, its officers, officials, employees, and volunteers for all locations work is done under this contract.

Primary Coverage
For any claims related to this contract, the Contractor’s insurance coverage shall be primary and non-contributory and at least as broad as ISO CG 20 01 04 13 as respects the City of Stockton, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City of Stockton, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it. This requirement shall also apply to any Excess or Umbrella liability policies. The City of Stockton does not accept endorsements limiting the Contractor’s insurance coverage to the sole negligence of the Named Insured.

Umbrella or Excess Policy
The Contractor may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Contractor’s primary and excess liability policies are exhausted.

Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City of Stockton.

Waiver of Subrogation
Contractor hereby grants to City of Stockton a waiver of any right to subrogation which any insurer of said Contractor may acquire against the City of Stockton by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Stockton has received a waiver of subrogation endorsement from the insurer.
676
EXHIBIT 1
- 11 -
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City of Stockton. The City of Stockton may require the Contractor to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City of Stockton. The CGL and any policies, including Excess liability policies, may not be subject to a self-insured retention (SIR) or deductible that exceeds $25,000 unless approved in writing by City of Stockton. Any and all deductibles and SIRs shall be the sole responsibility of Contractor or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties. City of Stockton may deduct from any amounts otherwise due Contractor to fund the SIR/deductible. Policies shall NOT contain any self-insured retention (SIR) provision that limits the satisfaction of the SIR to the Named. The policy must also provide that Defense costs, including the Allocated Loss Adjustment Expenses, will satisfy the SIR or deductible. City of Stockton reserves the right to obtain a copy of any policies and endorsements for verification.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City of Stockton.

Claims Made Policies
If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a Retroactive Date prior to the contract effective date, the Contractor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

Verification of Coverage
Contractor shall furnish the City of Stockton with original certificates and amendatory endorsements, or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements and copies of the Declarations & Endorsements pages are to be received and approved by the City of Stockton before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the 677
EXHIBIT 1
- 12 -
Contractor’s obligation to provide them. The City of Stockton reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City of Stockton is an additional insured on insurance required from subcontractors.

Duration of Coverage
CGL & Excess liability policies for any construction related work, including, but not limited to, maintenance, service, or repair work, shall continue coverage for a minimum of 5 years for Completed Operations liability coverage. Such Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

Special Risks or Circumstances
City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Certificate Holder Address
The address for mailing certificates, endorsements and notices shall be:

City of Stockton
Its Officers, Officials, Employees, and Volunteers
400 E Main Street, 3rd Floor – HR
Stockton, CA 95202
REV 2022-05-17
678
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION AUTHORIZING THE CITY ATTORNEY TO ENTER INTO AN

AGREEMENT FOR LEGAL SERVICES WITH THE FIRM OF TELECOM LAW FIRM, PC
The need for specialized expertise and/or workload demands of the City Attorney's Office periodically results in a need to hire outside counsel; and The City of Stockton currently desires to retain the law firm of Hanson Bridgett LLP, to advise the City in civil liability, litigation, and other proceedings as the need arises; and The law firm of Hanson Bridgett LLP possesses the qualifications and personnel needed by the City in handling such proceedings; and
Section 1306 of the City Charter authorizes the City Attorney to retain or employ outside counsel with the approval of the City Council; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The City Council hereby approves the selection of Hanson Bridgett LLP to advise the City in civil liability, litigation, and other proceedings as the need arises.

2. The City Attorney is authorized to execute an agreement for legal services with the law firm of Hanson Bridgett LLP in substantially the form as attached as Exhibit “1” and incorporated by this reference.

PASSED, APPROVED, and ADOPTED June 18, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMCM CPMC
Interim City Clerk of the City of Stockton
679
EXHIBIT 1
- 1 -

AGREEMENT FOR LEGAL SERVICES
THIS AGREEMENT is made and entered into effective , 2024, by and between the CITY OF STOCKTON, a municipal corporation (“CITY”), and the law firm of HANSON BRIDGETT LLP ("FIRM").

W I T N E S S E T H
The City Attorney of the City of Stockton provides legal counsel and representation to the CITY and the Council members, Board members, officers, and employees of the CITY; and
Pursuant to Section 1306 of the Charter of the City of Stockton, the City Attorney shall not retain or employ outside counsel without the approval of the City Council; and The CITY and FIRM have determined that FIRM is especially qualified to provide code enforcement litigation and receivership advice and counsel and represent the CITY in legal matters on behalf of the CITY.

NOW, THEREFORE, in consideration of these premises and the following terms and conditions, FIRM and CITY agree as follows:

1. CONDITIONS AND BILLING ATTORNEY DESIGNATION.

This Agreement will take effect and FIRM will only be obligated to provide legal services as needed once this Agreement is fully signed and initialed by both parties.

Upon receipt of the signed Agreement, Steven D. Miller will be the shareholder primarily responsible for all work performed under this Agreement unless otherwise authorized by CITY.

2. SCOPE OF SERVICES.

CITY hires FIRM to provide legal services as may be requested by CITY from time to time under this retainer agreement. No representation of any officials, officers, employees, or any other persons or entities affiliated with CITY shall be provided unless such representations is expressly authorized by the City Attorney, which such written authorization shall be deemed to be a part of this Agreement. FIRM will provide those legal services reasonably required to represent CITY. FIRM will take reasonable steps to keep CITY informed of progress and to respond timely to CITY’s inquiries. If a court action is filed, FIRM will represent CITY through trial and post-trial motions.

3. CITY’S DUTIES.

CITY agrees to be truthful with FIRM, to cooperate, to keep FIRM informed of any information or developments which may come to CITY’s attention, to abide by this Agreement, to pay FIRM’s bills on time, and to keep FIRM advised of CITY’s address, 680
EXHIBIT 1
- 2 -
telephone number, and whereabouts. CITY will assist FIRM in providing necessary information and documents and will appear when necessary at legal proceedings.

4. CONFLICTS OF INTEREST.

By accepting representation of CITY, FIRM acknowledges that it has undertaken reasonable and customary efforts to determine whether there are any potential conflicts of interest or adversity of positions between CITY and any other person or entity in accordance with the Rules of Professional Conduct adopted in California, which would bar FIRM from representing CITY in general. CITY’s execution of this Agreement represents an express agreement to the applicability of the Rules of Professional Conduct adopted in California as to any and all issues of representation arising under this Agreement.

5. INDEPENDENT CONTRACTOR/CONFLICTS OF INTEREST.

FIRM shall be employed solely as an independent contractor to render a professional service, is responsible for all obligations consistent with that status, and nothing contained herein shall be interpreted so as to cause FIRM to be considered an employee of CITY. Consistent with FIRM’s independent contractor status, nothing contained herein shall be deemed to prohibit or limit FIRM from representing parties other than those expressly covered by this Agreement, provided that FIRM shall not represent CITY’s officials, officers, employees, board members and commissioners (whether individually or collectively) in disputes with CITY or in any other investigation, administrative proceeding, or litigation against CITY which would conflict with CITY’s interests or create any other conflict as prohibited by law or the canons of ethics of the State Bar of California.

6. DISCLOSURE.

By executing and returning this Agreement, FIRM discloses that it maintains professional errors and omissions insurance pursuant to the requirements of California Business & Professions Code section 6148.

7. INSURANCE REQUIREMENTS.

FIRM shall secure and maintain at its own expense during the life of this Agreement Workers’ Compensation and other insurance coverage in the forms and amounts set forth in the attached Exhibit “C,” which is incorporated herein by reference.

8. LICENSES, PERMITS, AND COMPLIANCE WITH LAW.

FIRM represents and warrants that prior to commencing any work under this Agreement, it shall obtain and maintain at its own expense during the life of this Agreement any other licenses, permits, qualifications, and approval required to practice its profession and perform the contract services and shall comply with any and all applicable local, State, and federal laws in performing the contract services. 681
EXHIBIT 1
- 3 -

9. NOTICES.

Any written notice to be given to the parties in connection with this Agreement may be affected by personal delivery or by mail and shall be considered effectively tendered upon actual receipt. Mailed notices shall be addressed as set forth below:

To CITY: Lori M. Asuncion
City Attorney
425 North El Dorado Street, Second Floor
Stockton, CA 95202
To FIRM: Steven D. Miller

HANSON BRIDGETT LLP
425 Market Street, 26th Floor
San Francisco, CA 94105

10. LEGAL FEES AND BILLING PRACTICES.

CITY agrees to pay by the hour at FIRM’s prevailing rates for all time spent on CITY’s matter(s) by FIRM’s legal personnel. FIRM’s current hourly rates for work on CITY’s matters are set forth in Exhibit “A” to this Agreement.

Any change in FIRM’s rates as set forth in Exhibit “A” to this Agreement must be sent to CITY in writing 30 days prior to implementation so that CITY may accept or reject the changes as to matters being handled by FIRM at that time.

The legal personnel assigned to CITY’s matter may confer among themselves about the matter, as is reasonably required and appropriate. When they do confer, each person will charge for the time expended, as long as the work done is reasonably necessary and not duplicative. Likewise, if more than one of the legal personnel attends a meeting, court hearing or other proceeding, each will charge for the time spent. CITY reserves the right to disapprove the second charge.

11. COSTS AND OTHER CHARGES.
(a) CITY agrees to pay for FIRM’s costs, disbursements, and expenses in addition to its hourly fees for the performance of legal services under this Agreement.

These costs and expenses commonly include service of process charges, filing fees, court and deposition reporters' fees, jury fees, notary fees, deposition costs, messenger and other delivery fees, travel costs including parking, meals and hotel costs, investigation expenses, consultants' fees, expert witness, professional, mediator, arbitrator and/or special master fees.
(b) Out of town travel. CITY agrees to pay transportation, meals, lodging, and all other costs of any necessary out-of-town travel by FIRM’s personnel, only if preapproved by CITY. CITY will be charged the hourly rate for time spent on such preapproved travel. 682
EXHIBIT 1
- 4 -
(c) Experts, Consultants, and Investigators. To aid in the preparation or presentation of CITY’s case, it may become necessary to hire expert witnesses, consultants, investigators, and outsourced support services. CITY agrees to pay such fees and charges. FIRM will select any expert witnesses, consultants, investigators, or support services to be hired, and CITY will be informed of persons chosen and their charges.

Additionally, CITY understands that if the matter proceeds to court action or arbitration, CITY may be required to pay fees and/or costs to other parties in the action.

Any such payment will be entirely the responsibility of CITY.

12. BILLING STATEMENTS.

FIRM shall submit to CITY, through the City Attorney’s Office, a monthly statement. Each statement shall set forth a description of the legal services rendered for the preceding month in sufficient detail to allow CITY to evaluate whether the fees and costs billed are reasonable in light of the services rendered. In addition, the monthly statements shall include the date of the service, the identity, the duration of the service in tenths of an hour increments and the hourly rate, of the attorney or other staff members performing the service, any reimbursable costs with receipts attached, the itemized and total billing for the statement period. There shall be no bundling of charges. Each activity for which reimbursement is being sought shall be listed separately and shall be followed by the duration and cost for the particular activity. Each monthly statement shall also include a separate cover sheet which lists the total charges due and payable in a format as illustrated in the attached Exhibit “B,” which is incorporated herein by this reference.

13. DISCHARGE AND WITHDRAWAL.

CITY may discharge FIRM at any time. FIRM may withdraw with CITY’s consent or for good cause. Good cause includes CITY’s breach of this Agreement, refusal to cooperate or to follow FIRM’s advice on a material matter or any fact or circumstance that would render FIRM’s continuing representation unlawful or unethical. When FIRM’s services conclude, all unpaid charges will immediately become due and payable. After services conclude, FIRM will deliver CITY’s file and property in FIRM’s possession whether or not CITY has paid for all services.

14. DOCUMENT RETENTION POLICY.

CITY is entitled to any files in FIRM’s possession relating to the legal services performed by FIRM for CITY, excluding FIRM’s internal accounting records and other documents not reasonably necessary to CITY’s representation. Once a matter is concluded, FIRM will close the file, and CITY will receive notice and a copy thereof.

All CITY-supplied materials and all attorney end product (referred to generally as "CITY material") are the property of CITY. Attorney end product includes, for example, finalized contracts, pleadings, and trust documents. Attorney work product is the property of FIRM. Attorney work product includes, for example, drafts, notes, internal 683
EXHIBIT 1
- 5 -
memoranda and electronic files, and attorney representation and administration materials, including attorney-CITY correspondence and conflicts materials.

15. DISCLAIMER OF GUARANTEE AND ESTIMATES.

Nothing in this Agreement or in FIRM’s preliminary statements to CITY will be construed as a promise or guarantee about the outcome of the matter. FIRM’s comments about the outcome of the matter will be taken as expressions of opinion only.

Any estimate of fees given by FIRM shall not be a guarantee. Only the detailed invoices to be provided to CITY shall constitute the amount owed for legal services performed on CITY’s behalf.

16. MEDIATION/ARBITRATION; WAIVER OF JURY TRIAL.

If a dispute arises out of or relating to any aspect of this Agreement between CITY and FIRM, or the breach thereof, and if the dispute cannot be settled through negotiation, FIRM and CITY agree to discuss in good faith the use of mediation before resorting to arbitration, litigation, or any other dispute resolution procedure. Nothing herein shall limit or otherwise affect CITY’s right under sections 6200-6206 of the California Business and Professions Code to request arbitration of any fee dispute by an independent, impartial arbitrator or panel of arbitrators through a bar association program created solely to resolve fee disputes between lawyers and CITYs. However, should discussions, mediation or non-binding arbitration provided through a local bar association program not resolve the dispute, each party is entitled to pursue all other available legal remedies. The claims or controversies subject to this provision shall include, without limitation, any claim of professional negligence or malpractice.

17. ATTORNEYS’ FEES CLAUSE.

The prevailing party in any action or proceeding arising out of or to enforce any provision of this Agreement, with the exception of a fee arbitration or mediation under Business and Professions Code sections 6200-6206, will be awarded reasonable attorneys’ fees and costs incurred in that action or proceeding, or in the enforcement of any judgment or award rendered.

18. ENTIRE AGREEMENT.

This Agreement contains the entire agreement of the parties. No other agreement, statement, or promise made on or before the effective date of this Agreement will be binding on the parties.

19. SEVERABILITY IN EVENT OF PARTIAL INVALIDITY.

If any provision of this Agreement is held in whole or in part to be unenforceable for any reason, the remainder of that provision and of the entire Agreement will be severable and remain in effect.
684
EXHIBIT 1
- 6 -

20. MODIFICATION BY SUBSEQUENT AGREEMENT.

This Agreement may be modified by subsequent agreement of the parties only by an instrument in writing signed by both of them.

21. EFFECTIVE DATE.

This Agreement will govern all legal services performed by FIRM on behalf of CITY commencing with the date FIRM first performs services. The date at the beginning of this Agreement is for reference only.

22. AUTHORITY TO CONTRACT.

The undersigned hereby represent and warrant that they are authorized by the parties to execute this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written.

LORI M. ASUNCION HANSON BRIDGETT LLP

CITY ATTORNEY
By: By:

CITY ATTORNEY STEVEN D. MILLER
“‘CITY” “FIRM”
685
EXHIBIT 1
- 7 -
EXHIBIT “A”

1. FIRM shall be compensated for work under this Agreement at the standard hourly rates of FIRM's attorneys and paralegals in effect at the time services are rendered. The current standard hourly rates are as follows:

Partners $485
Of Counsel $410
Associates $390
Paraprofessionals $265

2. FIRM shall also charge for expenses such as photocopying, telecopying, postage, express delivery, long distance telephone, travel costs, filing and publication fees, as applicable, and other out-of-pocket expenses related to this engagement.

3. FIRM shall bill for services hereunder not more frequently than monthly, and such invoice shall be payable upon receipt.
686
EXHIBIT 1
- 8 -
EXHIBIT “B”

YOUR LETTERHEAD
City of Stockton Date: _________________
Attn: Lori M. Asuncion Acting City Attorney Invoice No. _________________ City Hall, 2nd Floor Our File No. _________________
425 North El Dorado Street
Stockton California 95202-1997

SUBJECT MATTER/CASE NAME & NUMBER
For Legal Services rendered through as fully described on the attached detailed billing.

TOTAL FEES $_______________
TOTAL EXPENSES $ ______________
**TOTAL CHARGES FOR THIS BILL** $_______________
687
EXHIBIT 1
- 9 -
EXHIBIT "C"

INSURANCE REQUIREMENTS
FIRM shall procure and maintain for the duration of the agreement insurance against all claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by FIRM its agents, representatives, or employees.

Minimum Limits of Insurance
FIRM, shall maintain insurance limits not less than:

1. General liability: $1,000,000 per occurrence for bodily injury, personal injury, and property damage.

If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

3. Workers' Compensation: $1,000,000 per accident for bodily injury or disease.

4. Professional/Malpractice Liability: $1,000,000 per occurrence.

Deductibles and Self-Insured Retention
Any deductibles or self-insured retention must be declared to and approved by CITY.

Other Insurance Provisions
The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:

1. CITY, its officers, officials, employees, and volunteers are to be covered as additional insured on general liability and automobile liability policies as respects: liability out of activities performed by or on behalf of FIRM; premises owned, occupied, or used by FIRM; and automobiles owned, leased, hired, or borrowed by FIRM. The coverage shall contain no special limitations on the scope of protection afforded to CITY, its officers, officials, employees, or volunteers.

2. For any claims related to the project, FIRM's insurance coverage shall be primary insurance as respects CITY, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by CITY, its officers, officials, employees, or volunteers shall be excess of FIRM's insurance and shall not contribute with it.
688
EXHIBIT 1
- 10 -

3. Any failure to comply with the reporting or other provisions of the policies shall not affect coverage provided to CITY, its officers, officials, employees, or volunteers.

4. FIRM's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5. Each insurance policy required by this Agreement shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days’ prior written notice by certified mail, return receipt requested, has been given to CITY.

Subcontractors
Before permitting any subcontractors to perform work under this Agreement, FIRM shall require subcontractors to furnish satisfactory proof that insurance has been issued and is maintained similar to that provided by FIRM as may be applied to each subcontractor’s work.

Acceptability of Insurers
Insurance is to be placed with insurers that are admitted insurance carriers in the State of California or must otherwise be approved by CITY.

Verification of Coverage
FIRM shall furnish CITY with original endorsements of effective coverage for policies on which CITY is included as an additional insured as required by this Exhibit and shall furnish original certificates of insurance for all other required policies. The endorsements are to be signed by the person authorized by the insurer to bind coverage on its behalf. All endorsements and certificates are to be received and approved by CITY before work commences.

Upon request, FIRM shall furnish CITY a certified copy of any or all policies of insurance covering the work required under this Agreement.
689
City of Stockton
Legislation Text
File #: 24-0433, Version: 1
REQUEST FOR ZONING MAP AMENDMENT (REZONING) OF APPROXIMATELY 0.80-ACRES AT 709 NORTH CENTER STREET (APN 137-180-30) (P23-0251)

RECOMMENDATION
It is recommended that City Council adopt an Ordinance approving a Zoning Map Amendment for rezoning approximately 0.80-acres (APN 137-180-30) from Commercial, Neighborhood (CN) to Residential, High Density (RH); based on the findings and subject to the conditions in the proposed resolution.

Summary
The applicant, Dillon & Murphy Engineering, on behalf of the property owner (Delta Community Developers Corp. (HACSJ)), is requesting a Zoning Map Amendment for the rezone of a parcel to eliminate the creation of a split zoned parcel through a pending lot merger as required by the Park Center Apartments project approval (P21-1284).

The proposed project consists of rezoning the subject parcel (APN 137-180-30) from Commercial, Neighborhood (CN) to Residential, High Density (RH). The proposed RH zoning is compatible with the existing General Plan land use designation of Commercial. Per Stockton Municipal Code (SMC) Section 16.116.020, this request requires a Zoning Map Amendment to be approved by the City Council based on a recommendation from the Planning Commission.

On April 11, 2024, the Planning Commission held a public hearing to consider the request and there were no public comments received. The Commission unanimously recommended City Council approval of the proposed Zoning Map Amendment.

Staff recommends approval of the proposed Zoning Map Amendment based on the required findings provided herein.

DISCUSSION
Background
The Project site, consisting of three parcels (APN 137-180-30, -31 and -32) as shown in Attachment A - Vicinity Map, is developed with a vacant building, known as Park Center office building, and parking on the north and west sides of the building. The project site is located at the northwest corner of North Center and West Park Streets and is surrounded by:
· Commercial uses to the East - Zoned CN
· Commercial uses to the South - Zoned Commercial, Downtown (CD) · Residential uses to the North and West - Zoned RH
City of Stockton Page 1 of 3 Printed on 6/13/2024
powered by Legistar™
690
File #: 24-0433, Version: 1
The 2040 General Plan Land Use Map (Attachment B) designates the project site as Commercial; this designation allows for residential uses. As shown in Attachment C - Zoning Map, one of the project parcels is zoned CN, and two parcels are zoned RH.

Present Situation
On January 11, 2022, the Community Development Director approved a 51-unit affordable housing project (known as Park Center Apartments) consisting of the adaptive reuse of an existing office building, known as Park Center, into 24 dwelling units and construction of a new three-story 27 dwelling unit apartment building with associated site improvements (Attachment D - Approved Plans (P21-1284)). The project site consists of three separate parcels including the subject parcel (APN 137-180-30) as well as two (2) adjacent parcels located at 21 and 39 West Park Street (APNs: 137- 180-31 and -32). The proposed new building construction and relocation of vehicle access along the Park Street frontage would result in developing over property lines, which is discouraged by the development and building codes. Therefore, the project approval included a requirement to merge all three parcels into one parcel.

The requirement to merge the parcels would result in a split zoned parcel which is prohibited per SMC Section 16.16.030(F)(3). Split zoning occurs when one single parcel has two different zoning designations over portions of the parcel. The proposed Zoning Map Amendment would eliminate the creation of a split zoned parcel by rezoning the subject parcel to Residential, High Density, consistent with the two other project parcels.

The Planning Commission heard the proposed Zoning Map Amendment on April 11, 2024, and via Resolution, unanimously recommended the City Council adopt an Ordinance approving the Rezoning, see Attachment E.

STAFF ANALYSIS
Zoning Map Amendment (Rezoning)
The project proposes rezoning a 0.80-acre parcel from Commercial Neighborhood (CN) to Residential, High Density (RH), coinciding with the two adjacent parcels that are part of the affordable housing project (P21-1284) lot merger. As reflected in the attached Proposed Ordinance, all necessary findings can be made to support the proposed Zoning Map Amendment action.

The proposed Project was reviewed in accordance with the City’s General Plan and the development standards of Title 16 (Development Code) of the Stockton Municipal Code.

The 2040 General Plan Land Use Map designates the project site as Commercial. The Commercial designation allows RH zoning per Title 16, Table 2-1 (General Plan Relationship to Development Code); therefore, no amendment to the General Plan is required. The surrounding General Plan designation for the adjacent RH zoned parcels is High Density Residential. As the proposed rezoning is consistent with the General Plan and surrounding zoning, the proposed rezoning will not result in any inconsistencies, endanger the public health and safety, or result in an unforeseen environmental impact beyond what was previous envisioned for the area.

Rezoning to RH does not create inconsistencies with the Development standards in Title 16 of the City of Stockton Page 2 of 3 Printed on 6/13/2024
powered by Legistar™
691
File #: 24-0433, Version: 1
Rezoning to RH does not create inconsistencies with the Development standards in Title 16 of the Stockton Municipal Code. The RH and CN zoning districts share the same density requirements as described in Table 2-3.B (Zoning District Density and Floor Area Ratio) in SMC Section 16.24.200.

The rezoning will prevent the creation of a split-zoned parcel as a result of the required parcel merger of the Park Center Apartments project approval (P21-1284).

Environmental Clearance
The proposed Zoning Map Amendment (Rezone) is a discretionary “project” under the California Environmental Quality Act (CEQA) and therefore requires analysis. CEQA Guidelines Section 15183, provides that projects which are consistent with the development density established by a Community Plan, General Plan, or Zoning for which an environmental impact report (EIR) has been certified require no further analysis. An EIR was prepared and certified by the City Council as part of the Stockton 2040 General Plan (SCH# 2017052062).

Public Comments
Planning Commission
On April 11, 2024, the Stockton Planning Commission held a public hearing to consider the Project and make a recommendation to Council for a Zoning Map Amendment. The Project applicant spoke on the project and no other public comments were made or received by staff.

The Planning Commission voted 6-0 adopting a resolution recommending that the City Council adopt an Ordinance amending the City of Stockton Zoning Map to Rezone 0.80-acres from Commercial, Neighborhood (CN) to Residential, High Density (RH) (See Attachment E - Planning Commission Resolution).

Legal Notice
A mailed notice of this item was sent to all property owners within 300-feet of the subject site, as well as published in The Record on May 24, 2024. At the time of writing this report, staff has not received any comment from the public on this project.

FINANCIAL SUMMARY
All application fees were paid to cover staff time for processing the requested actions. The proposed Rezone will support the redevelopment of an underutilized site which will also generate revenue through property taxes.

Attachment A - Vicinity Map
Attachment B - General Plan Land Use Map
Attachment C - Zoning Map
Attachment D - Approved Plans (P21-01284)
Attachment E - Planning Commission Resolution
City of Stockton Page 3 of 3 Printed on 6/13/2024
powered by Legistar™
692
City of Stockton, CA December 11, 2023
Park Center Rezone - 709 N Center St
Property Information
Property ID 13718030-60634
Location 709 N CENTER ST 1D
Owner DELTA COMMUNITY DEVELOPERS CORP

MAP FOR REFERENCE ONLY

NOT A LEGAL DOCUMENT
City of Stockton, CA makes no claims and no warranties, expressed or implied, concerning the validity or accuracy of the GIS data presented on this map.

Geometry updated 05/03/2023
Data updated 05/01/2023
Print map scale is approximate.

Critical layout or measurement
activities should not be done using
this resource.
1" = 100 ft
ATTACHMENT A 693
City of Stockton, CA January 4, 2024
General Plan Land Use Designation Map
Property Information
Property ID 13718030-61543
Location 709 N CENTER ST I-D
Owner DELTA COMMUNITY DEVELOPERS CORP
�

MAP FOR REFERENCE ONLY

NOT A LEGAL DOCUMENT
City ol Stockton, CA makes no claims and no warranties, expressed or implied, concerning the validity or accuracy of the G IS data presented on this map.

Geometry updated 05/03/2023
Data updated 05/01/2023
Print map scale is approximate.

Critical layout or measurement
activities should not be done using
this resource.

ATTACHMENT B 694
City of Stockton, CA December 11, 2023
Park Center Rezone - 709 N Center St
Property Information
Property ID 13718030-60634
Location 709 N CENTER ST 1D
Owner DELTA COMMUNITY DEVELOPERS CORP

MAP FOR REFERENCE ONLY

NOT A LEGAL DOCUMENT
City of Stockton, CA makes no claims and no warranties, expressed or implied, concerning the validity or accuracy of the GIS data presented on this map.

Geometry updated 05/03/2023
Data updated 05/01/2023
Print map scale is approximate.

Critical layout or measurement
activities should not be done using
this resource.
1" = 100 ft
ATTACHMENT C 695
L1
Landscaping
sheet
sheet titlemark revision date
project no:
date
2021 December 27
© 2022 Artifex West Inc.

All rights reserved.

Park Center
Appartments
709 N. Center Street
Stockton, CA
21088
ArtifexWest Studio ©
www.artifexwest.com
Fredrik Gullberg
t: 760.470.5295
[email protected]
t: 858.405.7800
Principal
Charles Linch
Principal
[email protected]
©

NOT FOR CONSTRUCTION

1. Chinese Evergreen Elm

2. Western Redbud

3. Coast Redwood

4. Chinese Pistache
curb

6. Red Leaf Barberry7. Dark Star Ceanothus8. Bearberry Cotoneaster9. Purple Hopseed Bush

10. Lantana11. Compact Oregon Grape12. Deer Grass13. New Zea Shrubs Groundcovers & Accents
Lawn
1 1
1 5
5 5
5 5
5 5
6 6
6 6
6 6
6 6
6 6
3 4
4 1
1 (E) Treeto remain

ATTACHMENT D
696

PARK CENTER
Artifex West Studio

PROPOSED ELEVATIONS
SONORA

PARK ST SITE

PARKING
(E) bldg
beyond.

EL. D

NORTH ELEVATION
SOUTH ELEVATION Proposed building
Proposed building
Proposed building
Existing building
Existing building
Existing building

WEST ELEVATION EAST ELEVATION
(E) window system
to be replaced w/ new
bronze alum. typ.
(E) window system
to be replaced w/ new
bronze alum. typ.

Woodtone
Summer wheat
Woodtone
Summer wheat
Swiss coffee Stucco
Lunar surface N460-3
Stucco
Lunar surface N460-3
(N) Stucco
Lunar surface N460-3
(N) Stucco
Lunar surface N460-3
(N) Stucco
Sweet as honey P290-2
(E) Natural Stone to be re-finished
Site entry
Site entry
Center St
Center St
Stucco, White
(E) Painted CMU
block, (N) Paint
to match existing
(E) Painted CMU
block, (N) Paint
to match existing
(E) Painted CMU
block, (N) Paint
to match existing
(N) Bronze Alum.

Windows frames
(N) Stucco
Sweet as honey P290-2
(N) Stucco
Sweet as honey P290-2
Sweet as honey P290-2
ATTACHMENT D697
ResolutionNo.2O24-O4-11-O5O1

STOCKTON PLANNING COMMISSION

RESOLUTION RECOMMENDING THE CITY COUNCIL AMEND THE ZONING MAP TO REZONE ASSESSOR'S PARCEL NUMBER 137-180-30 BY ASSIGNING

RESIDENTIAL, HIGH DENSITY ZONING DESIGNATION IN PLACE OF THE CURRENT COMMERCIAL, NEIGHBORHOOD ZONING DESIGNATION (P23-0251) The applicant Joe Murphy of Dillon & Murphy Engineering, on behalf of the property owner (Delta Community Developers Corp, submitted an application to amend the Zoning Map for 709 North Center Street (APN 137-180-30) by replacing the current zoning designation of Commercial, Neighborhood (CN) with Residential, High Density (RH), and hereafter referred to as the "Project"; and
On April 1, 2024, a public hearing notice for the subject application was published in a local newspaper in accordance with Stockton Municipal Code (SMC) section

16.88.030; and
On April 11, 2024, the Planning Commission conducted a duly noticed public hearing, pursuant to SMC section 16.116.040(0), to consider the requested actions, at which time all interested parties had the opportunity to be heard; now, therefore,

BE IT RESOLVED BY THE PLANNING COMMISSION OF THE CITY OF STOCKTON, AS FOLLOWS:

A. The foregoing recitals are true and correct and incorporated herein by reference.

B. Based on the staff report, staff presentation, comments received and the public hearing, the Planning Commission makes the following findings to the City Council based on substantial evidence in the record:

1. Pursuant to SMC section 16.116.050(8)(1) and (3) "Findings of Fact," an amendment to the Stockton Zoning Map may be approved only if all of the findings of fact listed below, can be made.
a. Finding #1: The proposed amendment ensures and maintains internal consistency with general land uses, objectives, policies, programs, and actions of all elements of the General Plan on balance and would not create any inconsistencies with this Development Code.

Evidence: The proposed Rezone is consistent with the General Plan land use designation of Commercial as the RH zoning district is allowed within the Commercial Designation. The proposed rezone will not result in any inconsistencies, endanger the public health and safety, or result ATTACHMENT E 698
in an unforeseen environmental impact beyond what was previously envisioned for the area.

The Project further supports General Plan Policies and Goals that promote the creation of more housing in the City including but not limited to:
- GP Policy LU.2-2: Facilitate the development of at least 4,400 new housing units in the Greater Downtown by 2040.
b. Finding #2: The proposed amendment will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety, or general welfare of persons residing or working in the City.

Evidence: The proposed Rezone will bring the zoning designation of the proposed project parcel into compliance with the existing surrounding parcels. This amendment will not result in a physical change to the site and any development would have to comply with all applicable RH zoning standards as well as all building and fire regulations for health and safety. Therefore, the proposed rezone will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety or general welfare of persons residing or working in the City.
c. Finding #3: The proposed amendment complies with CEQA and the City's CEQA Guidelines.

Evidence: The proposed rezone is a discretionary "project" under CEQA, and therefore requires analysis. CEQA Guidelines section 15183, provides that projects which are consistent with the development density established by a Community Plan, General Plan, or Zoning for which an EIR has been certified require no further analysis. An EIR was prepared and certified by the City Council as part of the Stockton 2040 General Plan (SCH# 2017052062).

The project site is on a city block primarily zoned RH. Commercially zoned parcels are located across the street on Park Street and Center Street. Thus, the proposed rezone from CN to RH would not create any inconsistencies with the existing zoning of the surrounding vicinity. d. Finding #4: The site would be physically suitable (including access, provision of utilities, compatibility with adjoining land uses, and absence of physical constraints) for the requested zoning designation(s) and anticipated land use development(s).

Evidence: Based on the information provided by the applicant and each departments analysis, the subject site is physically suitable (including access, provision of utilities, compatibility with adjoining land uses, and ATTACHMENT E 699
absence of physical constraints) for the requested zoning designation and anticipated land use development.

SECTION II. ZONING MAP AMENDMENT

1. The Planning Commission hereby recommends the City Council adopt the proposed Ordinance for a Zoning Map Amendment, attached hereto as Exhibit 1 and Exhibit 1 A, to replace the present CN zoning designation for 709 N Center Street (APN 137-180-30) with RH zoning designation.

PASSED,APPROVED,and ADOPTED
ATTEST:
;t..EL MCDOWELL, SE
City of Stockton Planning Commission
April 11, 2024
� viJV_ \_
TERmULL, CHAIR
City of Stockton Planning Commission
ATTACHMENT E 700
EXHIBIT 1
ORDINANCE NO.

AN ORDINANCE AMENDING THE STOCKTON ZONING MAP TO REZONE ASSESSOR'S PARCEL NUMBER 137-180-30 BY ASSIGNING RESIDENTIAL, HIGH

DENSITY (RH) ZONING DESIGNATION IN PLACE OF THE CURRENT COMMERCIAL, NEIGHBORHOOD (CN) ZONING DESIGNATION (P23-0251)

BE IT ORDAINED BY THE COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

SECTION 1. FINDINGS AND INTENT
The City Council of the City of Stockton finds, pursuant to SMC section 16.116.050(8)(1) and (3), that:
a. Finding #1: The proposed amendment ensures and maintains internal consistency with general land uses, objectives, policies, programs, and actions of all elements of the General Plan on balance and would not create any inconsistencies with this Development Code.

The proposed Rezone is consistent with the General Plan land use designation of Commercial as the RH zoning district is allowed within the Commercial Designation. The proposed rezone will not result in any inconsistencies, endanger the public health and safety, or result in an unforeseen environmental impact beyond what was previously envisioned for the area.

The project further supports General Plan Policies and Goals that promote the creation of more housing in the City including but not limited to:
- GP Policy LU.2-2: Facilitate the development of at least 4,400 new housing units in the Greater Downtown by 2040.
b. Finding #2: The proposed amendment will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety, or general welfare of persons residing or working in the City.

The proposed Rezone will bring the zoning designation of the proposed project parcel into compliance with the existing surrounding parcels. This amendment will not result in a physical change to the site and any development would have to comply with all applicable RH zoning standards as well as all building and fire regulations for health and safety. Therefore, the proposed rezone will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety or general welfare of persons residing or working in the City.
c. Finding #3: The proposed amendment complies with the California Environmental Quality Act (CEQA) and the City's CEQA Guidelines.

ATTACHMENT E 701
EXHIBIT 1
Evidence: The proposed rezone is a discretionary "project" under CEQA, and therefore requires analysis. CEQA Guidelines section 15183, provides that projects which are consistent with the development density established by a Community Plan, General Plan, or Zoning for which an EIR has been certified require no further analysis. An EIR was prepared and certified by the City Council as part of the Stockton 2040 General Plan (SCH# 2017052062).

The project site is on a city block primarily zoned RH. Commercially zoned parcels are located across the street on Park Street and Center Street. Thus, the proposed rezone from CN to RH would not create any inconsistencies with the existing zoning of the surrounding vicinity.
d. Finding #4: The site would be physically suitable (including access, provision of utilities, compatibility with adjoining land uses, and absence of physical constraints) for the requested zoning designation(s) and anticipated land use development( s ).

Evidence: Based on the information provided by the applicant and each departments analysis, the subject site is physically suitable (including access, provision of utilities, compatibility with adjoining land uses, and absence of physical constraints) for the requested zoning designation and anticipated land use development.

SECTION II. REZONE CLASSIFICATION
Based on its review of the entire record herein, including the accompanying staff report, all supporting, referenced, and incorporated documents, and all comments received, the City Council hereby approves an Amendment for the boundary modification to the Zoning Map for APN 137-180-30, changing the existing designation of Commercial, Neighborhood (CN) zoning to Residential, High Density (RH) zoning as shown in Exhibit 1 a, attached and incorporated by this reference.

SECTION Ill. SEVERABILITY
If any part of this Ordinance is held invalid for any reason, such decision shall not affect the validity of the remaining portion of this Ordinance, and the City Council hereby declares that it would have passed the remainder of this Ordinance, if such invalid portion thereof had been deleted.

II
II
II
II
II
II
ATTACHMENT E 702
EXHIBIT 1
SECTION IV. EFFECTIVE DATE
This Ordinance shall take effect and be in full force thirty (30) days after its passage.

ADOPTED: --------
EFFECTIVE: ______ _
KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton
ATTACHMENT E 703
EXHIBIT 1A
ii 3l � 1 ® n '
- - - - ' 1,lg.66' - - - - -- -
�' ,· .•, .·. , ,
ii 3l !=>
• I
, .
- -51.00� . .' . �· / ·' .• ... - -
�
--· - --
I
Ul
):,. cl� N��
a � :z: - 0:, -(.,; :z:'-J �I
::0 OJ
::r:0
I
(.,;
r-..i
I �
-
. \ 50.55'
):,.

N .. - �
a i... :z:- � -(.,; :z: '-J
-� �I
::oa:i ::r:O
I
�
®
,· J ®

76.00' --
-
PARK STREET ' =E
LEGEND

APN ASSESSORS PARCEL NUMBER

CN COMMERCIAL, NEIGHBORHOOD

RH RESIDENTIAL, HIGH DENSITY

R/W RIGHT OF WAY
□ AREA OF REZONE FROM CN TO RH
SCALE: 1"=60'

REZONE PLAT
I
�
�
a,
0 I
-
.'
-
DRAWN BY: JS
DESIGNED BY:
709 N CENTER STREET
P21-0251
CHECKED BY:
.' . , .
1�
�-®
.f.AB.ba. l
·0.'81 .'ACRES •
APN:. b7,�ia6�Jo
-� �
�
N
II I �
(/)
ffi
� u
I
80' R/W
ii@ t� -
I ..
101.08' --
- -
I
I
DATE: 12118/23
JOB NO.: 21154
SHEET NO.: 1 of 1 DILLON & MURPHY ENGINEERING REVISION·, S:\2021 \21154\CA0 FILES\PloLRezone.dwg 0ec 18, 2023
ATTACHMENT E 704
ORDINANCE NO.

AN ORDINANCE AMENDING THE STOCKTON ZONING MAP FOR REZONING 0.80- ACRES (ASSESSOR’S PARCEL NUMBER 137-180-30) BY ASSIGNING

RESIDENTIAL, HIGH DENSITY (RH) ZONING DESIGNATION IN PLACE OF THE CURRENT COMMERCIAL, NEIGHBORHOOD (CN) ZONING DESIGNATION (P23- 0251)

BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

SECTION 1. FINDINGS AND INTENT
The City Council of the City of Stockton finds, pursuant to SMC Section 16.116.050(B)(1) and (3), that:
a. Finding #1: The proposed amendment ensures and maintains internal consistency with general land uses, objectives, policies, programs, and actions of all elements of the General Plan on balance and would not create any inconsistencies with this Development Code.

The proposed Rezone is consistent with the General Plan land use designation of Commercial as the RH zoning district is allowed within the Commercial Designation. The proposed rezone will not result in any inconsistencies, endanger the public health and safety, or result in an unforeseen environmental impact beyond what was previously envisioned for the area.

The project further supports General Plan Policies and Goals that promote the creation of more housing in the City including but not limited to:
- GP Policy LU.2-2: Facilitate the development of at least 4,400 new housing units in the Greater Downtown by 2040.
b. Finding #2: The proposed amendment will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety, or general welfare of persons residing or working in the City.

The proposed Rezone will bring the zoning designation of the proposed project parcel into compliance with the existing surrounding parcels. This amendment will not result in a physical change to the site and any development would have to comply with all applicable RH zoning standards as well as all building and fire regulations for health and safety. Therefore, the proposed rezone will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety or general welfare of persons residing or working in the City.
705
c. Finding #3: The proposed amendment complies with the California Environmental Quality Act (CEQA) and the City’s CEQA Guidelines.

Evidence: The proposed rezoning is a discretionary “project” under CEQA, and therefore requires analysis. CEQA Guidelines Section 15183, provides that projects which are consistent with the development density established by a Community Plan, General Plan, or Zoning for which an EIR has been certified require no further analysis. An EIR was prepared and certified by the City Council as part of the Stockton 2040 General Plan (SCH# 2017052062).

The project site is on a city block primarily zoned RH. Commercially zoned parcels are located across the street on Park Street and Center Street. Thus, the proposed rezone from CN to RH would not create any inconsistencies with the existing zoning of the surrounding vicinity.
d. Finding #4: The site would be physically suitable (including access, provision of utilities, compatibility with adjoining land uses, and absence of physical constraints) for the requested zoning designation(s) and anticipated land use development(s).

Evidence: Based on the information provided by the applicant and each Department’s analysis, the subject site is physically suitable (including access, provision of utilities, compatibility with adjoining land uses, and absence of physical constraints) for the requested zoning designation and anticipated land use development.

SECTION II. REZONE CLASSIFICATION
Based on its review of the entire record herein, including the accompanying staff report, all supporting, referenced, and incorporated documents, and all comments received, the City Council hereby approves an Amendment for the boundary modification to the Zoning Map for APN 137-180-30, changing the existing designation of Commercial, Neighborhood (CN) zoning to Residential, High Density (RH) zoning as shown in Exhibit 1, attached and incorporated by this reference.

SECTION III. SEVERABILITY
If any part of this Ordinance is held invalid for any reason, such decision shall not affect the validity of the remaining portion of this Ordinance, and the City Council hereby declares that it would have passed the remainder of this Ordinance if such invalid portion thereof had been deleted.
//
//
//
706
SECTION IV. EFFECTIVE DATE
This Ordinance shall take effect and be in full force thirty (30) days after its passage.

ADOPTED:

EFFECTIVE:

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC
Interim City Clerk of the City of Stockton
707
i
- - -
�
LEGEND
APN
CN
RH
R/W
SCALE: 1"=60'
DRAWN BY: JS
DESIGNED BY:

CHECKED BY:
� � 1 ® n
176.66'
-
✓ /i/ ·'' ,, //' //_<,/ ///'///
;-·
,.:////,// //<

50.55'
i�
):,.

N:2; ):,. 0 l)- :z:-
N:2; � -t_,,
0 (JI :z: '-J 01 :z:- O> -t.,, :z: '-J
. ::0 Co
01 :r:a
-
::0 Co l,J
:r:O
I
l,J
t\.)
� ® ®
,. / / I

76.00'

PARK STREET

ASSESSORS PARCEL NUMBER

COMMERCIAL, NEIGHBORHOOD

RESIDENTIAL, HIGH DENSITY

RIGHT OF WAY

AREA OF REZONE FROM CN TO RH

REZONE PLAT
-
�
en
0 /
�t'
/
,,
/
/
' , ,'_/ / ; /y� I
/
. ' ,. ,. ..t'' fARCEL l
• 6:a11,ACRES APN( 137�180-:-JO / / .,,,,/ ·' '
/ i(Ql i�
/ ,. / , ,
101.08'
I
N
II I �
(/)
N ffi -
� CJ?.
u
,
80' R/W
DATE: 12/18/23
JOB NO.: 21154
SHEET NO.: 1 of 1
709 N CENTER STREET
P21-0251 DILLON & MURPHY ENGINEERING REVISION·.

S:\2021 \21154\CAD FILES\Plat_Rezane.dwg Dec 18, 2023
EXHIBIT 1 708
Rezone 0.81-acres
Commercial, Neighborhood (CN) To
Residential, High Density (RH), Located At
709 North Center Street (P23-0251)
Park Center Apartments
Agenda Item 16.1
City Council Meeting
June 18, 2024
709
Location
Subject
Site
709 N Center Street (APN 137-180-30) Acreage: 0.81
710
General Plan / Zoning
High Density
Residential
Commercial
Admin. Professional
Project
Site
CD
CN
PF
RH
CO
Subject
parcel
RH
CN
CN
CN
CD
CO
Additional Zoning Districts: CD (Commercial, Downtown), CO (Commercial, Office), RH (Residential, High Density), PF (Public Facilities).

GP Land Use designation: Commercial Zoning District: CN (Commercial, Neighborhood) 711
Background
• Applicant: Housing Authority of San Joaquin County
• Currently a vacant office building with on-site parking • On January 11, 2022, the Park Center Apartments, an
affordable multifamily housing project (P21-1284) was
approved
• Project includes the conversion of the existing office building and construction of one new building and associated site improvements • Project is on three (3) lots
• Approval included a requirement to merge the lots
• In order to develop the site, a Rezone is necessary
712
Project Rendering
Park Street View
713
Approved Site Plan
For reference only. P21-1284 Approved Site Plan
714
Site Diagram
See Rezone Exhibit (Attachment E)
Parcel (0.81-ac)
to be rezoned
to RH
Parcels
zoned RH

PARK STREET
715
Zoning Map Amendment (Rezone):

Required Findings
The Project meets all required findings:
• Consistency with applicable General Plan objectives and policies, and SMC Development Code;
• Not endanger or jeopardize the public health, safety, peace, or general welfare of the public;
• Physical suitability of the site for the proposed use; • Consistency with the California Environmental Quality Act (CEQA)
Findings
SMC §16.116.040(B)(1) and (3)
716
Recommendation
It is recommended that City Council:

Adopt an Ordinance approving a Zoning Map
Amendment for rezoning approximately 0.80-
acres (APN 137-180-30) from Commercial,
Neighborhood (CN) to Residential, High Density
(RH)
717
City of Stockton
Legislation Text
File #: 24-0513, Version: 2
TEFRA PUBLIC HEARING FOR THE GRAND VIEW VILLAGE APARTMENTS LOCATED AT 240 E MINER AVE AND 240 N HUNTER STREET

RECOMMENDATION
It is recommended that the City Council adopt a resolution to:

1. Renew the approval for the issuance of multifamily housing revenue bonds by the California Municipal Finance Authority for the benefit of VCOR Limited Partnership (Visionary Home Builders), a California limited partnership, to provide for the refinancing of the Grand View Village Apartments project in an amount not to exceed $23,000,000, for the acquisition, construction, improvement and equipping of 75-unit rental housing facility for low-income households, located in Stockton at 240 E Miner Avenue and 240 North Hunter Street.

Note: The bonds will not be a debt of the City, nor will they obligate the City in any way.

2. Authorize the City Manager, or designee, to take actions that are necessary and appropriate to carry out the purpose and intent of the resolution.

Summary
The purpose of this hearing is to satisfy the public approval requirement of the Tax and Equity Fiscal Responsibility Act (TEFRA), Section 147(f) of the Internal Revenue Code of 1986 (Tax Code). The City Council is being asked to adopt a resolution that would renew the previous approval of the issuance of multifamily housing revenue bonds by California Municipal Finance Authority (CMFA) in an aggregate principal amount not to exceed $23,000,000 of Bond funds, along with four percent low-income housing tax credits, which was used by VCOR to finance the acquisition, construction, improvement and equipping of 75-unit rental housing development for low -income households, located in Stockton at 240 E Miner Avenue and 240 N Hunter Street (the "Project"). The complex provides housing affordable to households with incomes at or below 80 percent of the Area Median Income (AMI).

The City Council originally granted TEFRA approval for the bond financing of the Project on January 12, 2021. Under the Tax Code, that approval expired on January 11, 2024. A renewal of that approval is required to complete the construction close-out.

The bonds are not a debt of the City, nor will they obligate the City in any way. The role of the City Council is limited to conducting the public hearing to certify the public benefit of this project for the purpose of facilitating refinancing of the project by CMFA.

City of Stockton Page 1 of 3 Printed on 6/13/2024
powered by Legistar™
718
File #: 24-0513, Version: 2

DISCUSSION
Background
The Grand View Village Apartments project is a fully leased 75-unit new construction rental housing development for low-moderate income households; the project site is located at 240 E Miner Avenue and 240 N Hunter Street and serves as a catalyst for the continued revitalization efforts planned for the downtown area. Bond funds were used to finance the construction and improvements. The development targets households with incomes at or below 80 percent of the AMI. The project includes various-sized units to accommodate individuals as well as larger families. The unit mix consists of 12 one-bedroom units, 39 two-bedroom units, and 24 three-bedroom units. The complex includes a community center and Head Start Preschool facility on the first floor, playground, on-site manager, computer room, business center for the community to utilize, and 10,100 sq. ft. of groundfloor, market-rate retail space. Rents range from $333 to $1,300 per month.

To assist with the acquisition and development of Grand View Village, the City has approved and allocated a total of $2.4 million in project funding from Redevelopment, and Housing Revenue Bond proceeds from the former Redevelopment Agency to the Successor Agency and Community Development Block Grant (CDBG/CHDO) funds. VCOR (Visionary) leveraged City financing to secure additional bond funds through the State Treasurer’s California Debt Limit Allocation Committee (CDLAC), and proceeds from four percent tax credits, as well as funds from the Affordable Housing and Sustainable Communities Program (AHSC).

The City Council previously granted TEFRA approval for this Project on January 12, 2021. Under the Tax Code, the 2020 TEFRA approval expired on January 11, 2024 (three years after the initial bond issuance). A renewal of that approval is required to complete the construction close-out.

Present Situation
The TEFRA Act, Section 147 (f) of the Tax Code, requires that before bonds can be reissued, the local jurisdiction in which a project is to be financed with bonds must: 1) conduct a public hearing and 2) approve the reissuance of the bonds. The City Council is being asked to hold such a public hearing and adopt a resolution that would authorize the reissuance of the bonds by CFMA in an amount not to exceed the aggregate principal amount of $23,000,000.

A TEFRA hearing is mandated by the IRS to provide a reasonable opportunity for interested individuals to express their views on the reissuance of bonds and the nature of the improvements and projects for which the bond funds will be allocated. This hearing is simply an opportunity for all interested persons to speak to or submit written comments on the proposal to reissue the debt and the public benefit of the project, but the City Council has no obligation to respond to any specific comments made or submitted during the hearing.

The CMFA assists local governments, non-profit organizations, and businesses with the reissuance of taxable and tax-exempt bonds aimed at improving the standard of living in California. The CMFA was created in 2004 pursuant to a joint exercise of powers agreement to promote economic, cultural, and community development through the financing of economic development and charitable activities throughout California.

City of Stockton Page 2 of 3 Printed on 6/13/2024
powered by Legistar™
719
File #: 24-0513, Version: 2
Outside of holding the TEFRA hearing and adopting the required resolution, no other participation or activity of the City or the City Council concerning the reissuance or repayment of the Bonds will be required. The Bonds are not a debt of the city, nor will they obligate the City in any way. The role of the City Council is limited to conducting the public hearing to certify the public benefit of this project for the purpose of facilitating refinancing for the project by CMFA.

Public Notice
Legal notice for the TEFRA public hearing is required to be published at least 7 days in advance.

The notice for this hearing was published in The Record on June 7, 2024.

FINANCIAL SUMMARY
The City will incur no financial liability as a result of approving the reissuance of the bonds. This action only serves as a public acknowledgment by the local jurisdiction of the project financing.

Attachment A - Vicinity Map
City of Stockton Page 3 of 3 Printed on 6/13/2024
powered by Legistar™
720
City of Stockton, CA June 3, 2024
240 N Hunter APN 139-13 0-28 - Vicini ty Map
Property Information
Property ID 13913028-61882
Location 240 N HUNTER ST
Owner VCOR LTD PTP

MAP FOR REFERENCE ONLY

NOT A LEGAL DOCUMENT
City of Stockton, CA makes no claims and no warranties, expressed or implied, concerning the validity or accuracy of the GIS data presented on this map.

Geometry updated 05/03/2023
Data updated 05/01/2023
Print map scale is approximate.

Critical layout or measurement
activities should not be done using
this resource.
1" = 63.262453388886875 ft

ATTACHMENT A
721
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STOCKTON APPROVING

THE REISSUANCE OF MULTIFAMILY HOUSING REVENUE BONDS OR NOTES BY

THE CALIFORNIA MUNICIPAL FINANCE AUTHORITY FOR THE GRAND VIEW

VILLAGE APARTMENTS
Visionary Home Builders of California, Incorporated, a California nonprofit corporation (the “Sponsor”), on behalf of VCOR Limited Partnership, a California limited partnership, or another entity to be created by the Sponsor or an affiliate of the Sponsor (such limited partnership or other entity to be referred to herein as the “Borrower”), has requested that the California Municipal Finance Authority (the “Authority”) reissue one or more series of revenue bonds in an aggregate principal amount not to exceed $23,000,000, including but not limited to revenue bonds reissued as part of a plan to refinance the facilities described herein (the “Bonds”), for the acquisition, development, construction and equipping of a 75-unit affordable rental housing facility for low-income households (the “Project”) to be located in the City of Stockton, California (the “City”) at 240 E. Miner Avenue and 240 N. Hunter Street, to be owned and operated by the Borrower; and
Pursuant to section 147(f) of the Internal Revenue Code of 1986 (the “Code”), the reissuance of the Bonds by the Authority must be approved by an applicable elected representative of the City because the Project is to be located in an area over which the City has jurisdiction; and
The City Council of the City (the “Council”) is the elected legislative body of the City and is one of the “applicable elected representatives” required to approve the reissuance of the Bonds under section 147(f) of the Code; and The Authority has requested that the Council approve the reissuance of the Bonds by the Authority in order to satisfy the public approval requirement of section 147(f) of the Code and the requirements of section 4 of the Joint Exercise of Powers Agreement Relating to the California Municipal Finance Authority, dated as of January 1, 2004 (the “Agreement”), among certain local agencies, including the City; and Pursuant to section 147(f) of the Code, the Council has, following notice duly given, held a public hearing regarding the reissuance of the Bonds, and now desires to approve the reissuance of the Bonds by the Authority for purposes of said section 147(f) and said section 4; now, therefore,
//
//
722

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON AS FOLLOW:

1. The foregoing recitals are true and correct.

2. The Council hereby approves the reissuance of the Bonds by the Authority, including but not limited to Bonds reissued as part of a plan to refinance the facilities described herein. It is the purpose and intent of the Council that this resolution constitutes approval of the reissuance of the Bonds by the Authority, for the purposes of (a) section 147(f) of the Code by the applicable elected representative of the governmental unit having jurisdiction over the area in which the Project is to be located, in accordance with said section 147(f) and (b) section 4 of the Agreement.

3. The officers of the City are hereby authorized and directed, jointly and severally, to do any and all things and to execute and deliver any and all documents which they deem necessary or advisable in order to carry out, give effect to and comply with the terms and intent of this resolution and the refinancing transaction approved hereby.

4. The City Clerk shall forward a certified copy of this Resolution to the Authority in care of its counsel:

Ronald E. Lee, Esq.

Jones Hall, APLC
475 Sansome Street, Suite 1700
San Francisco, CA 94111

5. This resolution shall take effect immediately upon its adoption.

6. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED AND ADOPTED June 18, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC, CPMC
Interim City Clerk of the City of Stockton
723
Stockton City Council
Agenda Item 16.2
June 18, 2024

TEFRA PUBLIC HEARING

FOR THE GRAND VIEW

APARTMENTS LOCATED
AT 240 EAST MINER AVE
& 240 NORTH HUNTER ST
724
Visionary Home Builders
of California
725
Bonds were used to finance the acquisition, construction, improvement, and equipping of the 75-unit rental housing facility for low-income households, located at 240 E. Miner Ave. Stockton CA 95202
726
TEFRA Hearing
• City Council approval is required by Tax and Equity Fiscal Responsibility Act (TEFRA), Section 147(f) of the Internal Revenue Code • Role of Council is to certify public benefit of project for the purpose of facilitating financing
• The City will incur no debt or liability with the approval of the issuance of the Revenue Bonds
• The required public notice was published in The Record on Friday June 7, 2024.
• The City Council originally granted TEFRA approval for the bond financing of the Project on January 12, 2021. Under the Tax Code, that approval expired on January 11, 2024. A renewal of that approval is required to complete the construction close-out.
727
The project was completed February 01, 2024, and the building was 100% leased by February 21, 2024.
728
729
730

1. Renew the approval for the reissuance of bonds by CMFA in the amount not to exceed $23 million on behalf of the
Visionary Home Builders of California, Incorporated, a
California nonprofit corporation. This renewal is our final request in order to complete the transition of construction close-out ; and

2. Authorize the City Manager to take appropriate actions necessary to carry out the purpose and intent of the resolution. 731
City of Stockton
Legislation Text
File #: 24-0633, Version: 1
PUBLIC HEARING TO ADOPT THE FISCAL YEAR 2024-25 ANNUAL BUDGET; APPROVE THE 2024-2029 CAPITAL IMPROVEMENT PLAN; APPROVE THE FY 2024-25 FEE SCHEDULE; APPROVE THE FY 2024-25 CALIFORNIA CONSTITUTIONAL APPROPRIATIONS LIMIT; ADOPT THE FY 2024-25 ANNUAL BUDGET FOR THE PARKING AUTHORITY OF THE CITY OF STOCKTON; ADOPT THE FY 2024-25 ANNUAL BUDGET FOR THE SUCCESSOR AGENCY TO

THE FORMER STOCKTON REDEVELOPMENT AGENCY

RECOMMENDATION
It is recommended that the City Council approve a resolution to:

1. Adopt the Fiscal Year (FY) 2024-25 Annual Budget, the 2024-2029 Capital Improvement Plan, and the FY 2024-25 Fee Schedule,

2. Adopt the FY 2024-25 California Constitutional (Gann) Appropriations Limit,

3. Approve other administrative and financial actions.

And it is recommended that the Parking Authority of the City of Stockton (Parking Authority) approve a resolution to:

1. Adopt the FY 2024-25 Annual Budget for the Parking Authority (Exhibit 1 to the Parking Authority resolution).

And it is recommended that the Successor Agency to the former Stockton Redevelopment Agency (Successor Agency) approve a resolution to:

1. Adopt the FY 2024-25 Annual Budget for the Successor Agency to the former Stockton Redevelopment Agency (Exhibit 1 to the Successor Agency resolution).

It is further recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of the resolutions.

Summary
The City Manager submitted the Proposed Annual Budget, Capital Improvement Plan, and Fee Schedule to the City Council on May 15, 2024. These documents, available on the City’s website, include a detailed annual financial plan for all City funds, the key elements of which are summarized below. The City Council held a meeting on June 5, 2024, to review the budget in detail and receive public comment for consideration.

City of Stockton Page 1 of 9 Printed on 6/13/2024
powered by Legistar™
732
File #: 24-0633, Version: 1
The FY 2024-25 annual budgets for the City of Stockton Parking Authority and the Successor Agency to the former Stockton Redevelopment Agency are also provided for approval and adoption.

The proposed financial plans are balanced in both the short and long term, address Council priorities, and maintain the Council’s commitment to fiscal sustainability. Expenditures in the Proposed Budget total $955.7 million for the operations, capital, debt, and transfers for all funds and programs of the City. This amount represents an increase of $43.5 million or 4.8% from the FY 2023-24 Annual Budget. The increase in the city budget is attributable to several factors including the cost of salaries and benefits. Salaries, health, retirement, and general liability costs are up across all funds with a larger impact on the Police and Fire Department budgets. In addition to the COLAs, there were several reclassifications and market adjustments to help recruit and retain qualified employees.

There also continues to be increased costs associated with maintenance and supplies from ongoing inflation.

Citywide estimated revenues are $873.5 million in the FY 2024-25 Proposed Budget for all City programs excluding transfers between City funds, which is a decrease of $2.2 million compared to the FY 2023-24 Annual Budget. The FY 2024-25 Annual Budget supports 1,773 full-time positions as detailed in the Personnel Listing found in the budget document appendix.

Staff recommends that Council conduct a public hearing to receive input regarding the proposed budgets and after the hearing, approve resolutions to enact the FY 2024-25 budgets for the City, the Parking Authority, and the Successor Agency to the former Stockton Redevelopment Agency.

DISCUSSION
Background
In February 2024, the City Council conducted a priority goal setting session to establish updated priorities for the upcoming year. The Council’s planning workshop culminated in reaffirming and refining the core strategic targets and priority goals for the upcoming year. Further updates to the City’s Long-Range Financial Plan defining available resources and long-term financial constraints combined with Council goals to set the stage for FY 2024-25 budget development. The City Manager released the FY 2024-25 Proposed Annual Budget, along with the 2024-2029 Proposed Capital Improvement Plan and the FY 2024-25 Proposed Fee Schedule to Council on May 15, 2024. The City held one public study session on June 5, 2024, to review the budget in detail and to receive public comment. The citizen advisory committees had the opportunity to examine the proposed budget as it relates to the City’s three transaction tax measures (Measures A, W, and M) at their meetings in June.

Present Situation
The City Manager’s proposed budget is balanced and remains consistent with the Council’s commitment to long-term solvency. The revenue estimates and expenditure appropriations in the budget are for all City funds. They include operations, capital, debt, and internal transfers for all programs and support functions of the City. Fund summaries and financial schedules showing the prior year’s actual results, FY 2023-24 projections, and the FY 2024-25 budget are presented for City of Stockton Page 2 of 9 Printed on 6/13/2024
powered by Legistar™
733
File #: 24-0633, Version: 1
each City budgetary unit in the budget document.

In addition to the proposed budget, related items are presented for Council approval.

FY 2024-25 Annual Budget
Citywide Budget
Citywide estimated FY 2024-25 revenues are $873.5 million for all City programs, which is a decrease of $2.2 million compared to the prior year (page B-16). Total sources of $912.2 million including revenues from external sources of $681.9 million, transfers of $38.7 million, and benefit and equipment internal service fund charges of $191.6 million, support the total expenditures of $955.7 million for all funds, departments, and programs, resulting in a balanced budget. While overall sources are less than total expenditures, some funds will draw down available fund balances for special one-time projects or capital improvements.

The table below summarizes the proposed FY 2024-25 revenue budgets by department:

The proposed expenditure budget totals $955.7 million for all programs, funds, and departments of the City (page B-14), which is an increase of $43.5 million or 4.8% from the FY 2023-24 adopted budget. The increase in the city budget is attributable to several factors including the cost of salaries and benefits. Salaries, health, retirement, and general liability costs are up across all funds with a larger impact on the Police and Fire Department budgets. The cost of retirement benefits for safety employees increased to $0.84 for every $1 of employee salary. In addition to the COLAs, there were several reclassifications and market adjustments to help recruit and retain qualified employees.

There also continues to be increased costs associated with maintenance and supplies from ongoing inflation
The table below summarizes the proposed FY 2024-25 Annual Budget by department:

City of Stockton Page 3 of 9 Printed on 6/13/2024
powered by Legistar™
734
File #: 24-0633, Version: 1
The proposed FY 2024-25 Annual Budget funds 1,773 full-time positions. New positions include:
· 5 Fire Department positions to staff the reopening of Fire Station No. 7 · 1 Public Works position to support the Capital Improvement Program tracking and delivery · 1 Community Development position focused on review and issuing of permits · 8 Municipal Utilities positions supporting water systems and plant maintenance · 5 Police Department positions working in dispatch, animal services and an American Sign Language translator
· 1 Office of Violence Prevention position for service navigation, efficient onboarding, and leveraging resources
· 4 Administrative Services positions to support budget, procurement and administration · 3 Community Services positions focused on improving recreation and library services · 3 Information Technology positions focused on cybersecurity and systems support Approved mid-year positions are twelve new positions; including seven firefighters and four grantfunded positions in the Sustainability Office and one position in the Office of Performance and Data Analytics, along with the reprogramming of sixty Police Department positions.

General Fund Operating Budget
The total General Fund expenditure budget for FY 2024-25 is $328.3 million, an increase of $38.6 million from the FY 2023-24 Adopted Budget. Approximately $13.2 million in newly approved expenditures are included in the General Fund budget; some are highlighted starting on page A-5.

The proposed revenues of $320.5 million are $15.1 million more than budgeted FY 2023-24 revenues.

The table below summarizes the proposed FY 2024-25 Annual Budget:

City of Stockton Page 4 of 9 Printed on 6/13/2024
powered by Legistar™
735
File #: 24-0633, Version: 1
Proposed FY 2024-25 General Fund expenditures are $328.3 million. Operating expenses across the General Fund increased due to employee payroll growth in approved labor contracts, retirement rates, health insurance, general liability charges, utility rates, and maintenance costs. Salary expenses in total are 9.6% greater than the prior year with a 4% cost of living adjustment for the safety units included in the budget and 3% cost-of-living adjustment for all other employees along with various market adjustments. Employee benefits are up primarily because of general liability, health, and safety retirement rate increases. The assumption for employee vacancies was 6.3% for Police and 4.3% for all other departments, reducing the General Fund employee services budget by $11.2 million. The Debt Service category is $174,000 less than FY 2023-24 with increases to the City’s contingent payment based on revenues.

The General Fund is projected to end FY 2023-24 with an available fund balance of $73.6 million, of which $54.7 million is required by City Council Reserve policy to be put toward the working capital reserve as a proportion of the FY 2024-25 expenditures. Labor agreements for the safety units expire on June 30, 2025, and negotiations for successor contracts will start in December 2024.

General Fund Reserves
Per the General Fund - Reserve and Fund Balance Policy, updates to the General Fund reserve targets are proposed as follows:

City of Stockton Page 5 of 9 Printed on 6/13/2024
powered by Legistar™
736
File #: 24-0633, Version: 1
With the increase in budgeted expenditures compared to the prior year, the Working Capital Reserve target will increase from $48.3 million to $54.7 million. The Working Capital reserve is equivalent to two months of annual operating expenses. The Known Contingency reserve target increased from the prior fiscal year ($74.0 million to $93.3 million) based on identifed needs. The target for the Priority II Risk-Based Reserve in the Fiscal Sustainability Fund increased from $80.8 million in the prior year to $89.0 million in the current year based on updates to infrastructure, liability, and revenues amounts.

At the end of FY 2023-24, the General Fund projected available balance will be sufficient and would first be assigned to the Working Capital reserve consistent with the reserve policy. Known Contingency reserves fund future pension costs, public safety facility needs, retention and recruitment efforts, and replacement of major City’s operating systems. The General Fund balance is projected to be sufficient at the end of FY 2023-24 to fund the Working Capital and the Known Contingency reserves. Under the Council reserve policy, any balance above these amounts would be split between Council Priority projects and the Risk-Based Reserves.

Citizens’ Advisory Committees
The FY 2024-25 Proposed Annual Budget is also reviewed by three citizen advisory committees.

The Measure W Oversight Committee reviewed the plan for the use of Measure W proceeds by the Police and Fire Departments at its meeting on May 30, 2024. The Measure A Citizens’ Advisory Committee reviewed the FY 2024-25 Proposed Budget as it relates to Measure A revenues at their meeting on June 6, 2024.

The Strong Communities Advisory Committee reviewed the use of Measure M proceeds by the Community Services Department on June 13, 2024.
2024-2029 Capital Improvement Plan (CIP)
The CIP is a five-year plan that lists the City’s facility and infrastructure needs. On April 25, 2024, the Planning Commission determined that the proposed 2024-2029 CIP conforms to the City of Stockton 2040 General Plan as required by Government Code Section 65401. The first year of the CIP is incorporated in the FY 2024-25 Annual Budget for appropriation of $58.1 million. Below is an updated breakdown of the FY 2024-25 capital projects by funding source.

City of Stockton Page 6 of 9 Printed on 6/13/2024
powered by Legistar™
737
File #: 24-0633, Version: 1
The proposed five-year Capital Improvement Plan covers fiscal years 2024-25 through 2028-29 and totals $1.4 billion. Over half of the CIP is related to Transportation projects ($779.1), Municipal Utility projects ($281.4 million) or 19%, with other Citywide projects ($398.7) comprising the remainder.

City of Stockton Page 7 of 9 Printed on 6/13/2024
powered by Legistar™
738
File #: 24-0633, Version: 1
The first year of the CIP is financially constrained and reflects only projects for which funding has been identified. The second year through the fifth year of the CIP reflects the City’s unfunded facility and transportation needs in addition to projects with identified or anticipated funding.

FY 2024-25 Fee Schedule
The FY 2024-25 Fee Schedule reflects new and proposed changes to existing fees in several City departments, including a 3.4% inflationary adjustment to all fees that is intended to address the increasing cost of providing services. Section 1 of the Proposed FY 2024-25 Fee Schedule lists the proposed new and changed fees, along with reasons for each change. Proposed new fees are presented for Economic Development, Municipal Utilities, Parking, Police, and Recreation & Leisure.

Proposed fee changes include Administrative Services, Economic Development, Information Technology, Municipal Utilities, and Police. Water utility rates are set to increase 3.5% based on the rate study completed in FY 2020-21. Fire, Library, Police, and Recreation & Leisure are proposing to inactivate five existing fees. Fee changes are summarized in the Proposed Fee Schedule, pages I-3 to I-13.

Parking Authority of the City of Stockton
The Parking Authority of the City of Stockton is a public body established by the City Council in Resolution 2013-12-17-1209, pursuant to the Streets and Highways Code, to oversee the parking garages, lots, on-street spaces, and enforcement activities within the boundaries of the City of Stockton CFD 2001-1 Downtown Parking District.

Revenues derived from fees paid for parking within the district and proceeds from enforcement of parking violations are pledged to first pay the 2020 Parking Bond debt service, then operations, maintenance, and any other obligations of the Authority. Taxes assessed on property owners and businesses in the downtown parking district are recorded in this fund and used for parking management and operations of parking facilities and programs within the district. In February 2020, the Parking Authority refinanced existing parking bonds to save money and to procure $3 million for capital needs. The bonds are funding much needed elevator upgrades and the replacement of the revenue control system, including ingress and egress equipment at parking garages and lots. These capital upgrades will add safety, reliability and efficiency to the facilities and allow staff to provide better services to parking customers.

Parking operations are emerging from the impacts of the COVID-19 pandemic with overall revenues expected to surpass pre COVID levels in FY 2022-23. Despite the overall improved performance, Enforcement revenues continue to be the slowest in recovery, as citations have not resumed previous payment rates. The Parking Fund received $770,000 from ARPA Funds to offset some of the losses from previous years. FY 2024-25 revenues are forecasted to continue to recover over expected year-ending proceeds. Operations and monthly proceeds will be monitored closely as parking revenues continue to stabilize and expenses are managed with rising labor and service/maintenance costs.

Successor Agency to the former Stockton Redevelopment Agency The Successor Agency depends on the receipt of property tax increment revenues to pay obligations of the former Stockton Redevelopment Agency. To receive the tax increment, the Successor Agency City of Stockton Page 8 of 9 Printed on 6/13/2024
powered by Legistar™
739
File #: 24-0633, Version: 1
submits a Recognized Obligation Payment Schedule annually to an Oversight Board and the State Department of Finance. After approval by the Oversight Board, tax increment funds are distributed to the Successor Agency by the San Joaquin County Auditor Controller’s Office. The use of tax increment is restricted, and the Successor Agency does not receive excess tax increment. Excess tax increment after payment of debt and administrative costs are distributed to other taxing entities such as the City, San Joaquin County, the State of California (for schools), and special districts.

Successor Agency revenue of $7.5 million is expected to be just short of funding debt and enforceable obligations in FY 2024-25, with a net activity of ($28,126) coming from fund balance.

The total FY 2024-25 Successor Agency budget, including transfers and loan repayments, is $7.5 million. The available balance is sufficient to fund administration and the repayment of City loans approved by the State Department of Finance. The Ending Available Balance in the Successor Agency will be retained by the San Joaquin County Auditor-Controller for distribution to other taxing entities, including the City of Stockton.

Other Budget Actions
FY 2024-25 Gann Appropriation Limit
The California Constitution limits growth in local government spending and establishes a maximum limit for expenditures from general taxes. The law, commonly known as the Gann Limit, requires that the limit is recalculated and approved annually by the City Council at the beginning of each fiscal year. The Gann Limit is indexed to specified growth factors approved by the Legislature and applied to revenue appropriations. The City’s FY 2024-25 Gann Limit, as calculated is $485,043,602, and exceeds the proposed appropriations subject to the limit of $271,226,807. The City’s appropriations remain well within the Constitutional appropriations limit.

FINANCIAL SUMMARY
The proposed FY 2024-25 Annual Budget appropriates expenditures of $955,676,204 for all City funds, $7,969,422 for the Parking Authority, and $7,528,506 for the Successor Agency.

The complete documents of the City’s Proposed FY 2024-25 Annual Budget, the Proposed 2024- 2029 Capital Improvement Plan, and the Proposed FY 2024-25 Fee Schedule are available for review on the City’s website
<https://www.stocktonca.gov/government/budget___financial_reports/index.php> or in the City Clerk’s Office.

City of Stockton Page 9 of 9 Printed on 6/13/2024
powered by Legistar™
740
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION OF THE CITY OF STOCKTON APPROVING THE FISCAL YEAR 2024-25 ANNUAL BUDGET; APPROVING THE 2024-2029 CAPITAL IMPROVEMENT PLAN; APPROVING THE FISCAL YEAR 2024-25 FEE SCHEDULE; ADOPT THE FISCAL YEAR 2024-25 CALIFORNIA CONSTITUTIONAL APPROPRIATIONS LIMIT,

AND ADMINISTRATIVE ACTIONS
On May 15, 2024, in accordance with City Charter, Article XIX, Section 1905, the City Manager provided City Council the Proposed Fiscal Year (FY) 2024-25 Annual Budget, Proposed 2024-2029 Capital Improvement Plan, and Proposed FY 2024-25 Fee Schedule; and
On April 25, 2024, the Planning Commission determined that the 2024-2029 Capital Improvement Plan conforms to the 2040 General Plan; and The City Council scheduled and conducted one budget study session on June 5, 2024, to review projections, allow for public discussion, and provide direction in the preparation of the annual budget. This study session included the proposed documents: FY 2024-25 Annual Budget, 2024-2029 Capital Improvement Plan, and FY 2024-25 Fee Schedule; and
On June 18, 2024, the City Council conducted a duly noticed public hearing on the Proposed FY 2024-25 Annual Budget, the Proposed 2024-2029 Capital Improvement Plan, and the Proposed FY 2024-25 Fee Schedule as modified in a Budget Addendum; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The FY 2024-25 Annual Budget with expenditure appropriations of $955,676,204, as submitted by the City Manager is adopted.

2. The number of full-time positions authorized under the FY 2024-25 Annual Budget is 1,773.

3. The 2024-2029 Capital Improvement Plan with a five-year CIP project total of $1.4 billion and $58.1 million in appropriations for FY 2024-25 capital projects is adopted.

4. The 2024-29 Capital Improvement Plan conforms to the City of Stockton 2040 General Plan.
741

5. The FY 2024-25 Fee Schedule is adopted effective July 1, 2024. Any fee changes that are not effective July 1, 2024, are noted in the document.

6. The fees on development projects will take effect 60 days following the final action on the increases in the FY 2024-25 Fee Schedule, where Government Code section 66017(a) applies.

7. The City Manager or designee is authorized to refund the over collection of Daily and Annual Transportation fees paid on or after August 21, 2022, in amounts over $50 Payees, subject to standard refund processing fees.

8. An appropriation limit is established in the amount of $485,043,602 for FY 2024-25 pursuant to the requirements of the California Government Code. The City of Stockton selected the “change in California per capita personal income” for the “change in cost of living” component and the change in annual population for the County of San Joaquin as of January 1, 2024, component in the calculation of the appropriation limit.

9. The City Manager, or designee, is authorized to approve loans made through the City’s Single-Family Housing Repair Loan Program, which meet all the requirements of the adopted program guidelines, within existing budget appropriations.

10. The City Attorney is authorized to enter into settlement agreements and contracts for services and supplies where the total cost is: below the expenditure limit established in section 3.68.040 of the Stockton Municipal Code, within existing budget appropriation, and consistent with established administrative processes.

11. Fire Department Deputy Fire Chief I or II classifications shall be eligible to receive compensation at their hourly rate for any time worked beyond their normal 40-hour workweek while deployed as a State of California Office of Emergency Services (OES) resource, subject to City Manager approval.

OES will fully reimburse the City of Stockton through our existing contract to cover this labor cost.

12. The City Manager, or designee, is authorized to adjust appropriations from the General Fund Contingency account to General Fund Departments, subsidized programs and Internal Service Funds as needed for unexpected expenditures or emergencies that are unanticipated at the time of the budget adoption. The City Manager or designee will report Contingency uses with each quarterly budget status report.

13. The remaining balances on all capital projects and grant funds are authorized to continue beyond the fiscal year in which they are originally 742
appropriated until project cancellation or completion, grant expiration, or funds are fully expended.

14. Upon completion of a capital project, the City Manager, or designee, is authorized to distribute any remaining unencumbered unrestricted appropriation balances up to $100,000 to incomplete projects previously authorized in a five-year Capital Improvement Plan as allowed by funding source.

15. Budget adjustments and transfer activity between funds and subfunds that do not increase total appropriation or expenditures and are necessary to implement chart of account changes in the new financial system are authorized.

16. The City Manager, or designee, is authorized to amend the appropriation for the HOME Investment Partnership Program, Community Development Block Grant, and Emergency Solution Grant to match the finalized Annual Action Plan submitted to the Department of Housing and Urban Development in carrying out of the intent of the approved Council Resolution #2024-04-16-1602.

17. The City Manager, or designee, is authorized to close out inactive Area of Benefit project accounts and transfer all residual or surplus account balances based on a reconciliation of developer deposits to city accounts in FY 2024-25 in accordance with section 16.72.050 of the Stockton Municipal Code.

18. Upon completion or cancellation of a proportional share traffic impact project, the City Manager, or designee, is authorized to distribute any remaining unencumbered unrestricted appropriation balance, up to $100,000, to a traffic and transportation fund or project with appropriate support and justification.

19. City of Stockton Fire Department, as former member of the San Joaquin County Regional Fire Dispatch Authority (SJCRFDA), shall receive reimbursement of its pro rata share of surplus funds after termination of the SJCRFDA Joint Exercise of Powers Agreement (JPA) on June 30, 2021.

Reimbursed funds from the SJCRFDA JPA and any other funds from Emergency Communications (ECD) operations in excess of its annual ECD operating costs are authorized to be used for early full repayment of the seven-year interfund loan approved under Item No. 9 of Council Resolution No. 2020-06-23-1503 and convert the payment terms to a three-year loan.

20. The FY 2023-24 Information Technology Capital Plan, including the Enterprise Resource Planning project, totaling $11,353,860 is adopted and 743
remaining appropriations in the technology projects are authorized to continue to future fiscal years until the project is fully expended, completed, or cancelled.

21. The following administrative actions required to implement the FY 2024-25 Annual Budget are authorized:
a) Level of Budgetary Control – Budgetary control is established at the following levels: a) General Fund - Department Level; b) Other Funds - Fund level; and c) Capital Fund - Project level. The City Manager, or designee, may authorize line-item budget transfers within a General Fund department, or within a fund other than the General Fund.
b) The City Manager may authorize line-item budget transfers between departments and funds to implement Councilmember direction regarding the use of Council Discretionary funds. Transfer of cash between funds from the Council Discretionary budget line is further authorized as appropriate and necessary.
c) The City Manager may revise the schedule of any appropriation made in this resolution where the revision is of a technical nature and is consistent with the intent of Council. Notice of any revisions shall be included in subsequent budget updates to Council. The City Manager, or designee, is authorized to make administrative corrections to the FY 2024-25 Annual Budget with a subsequent report to Council on any corrections greater than $100,000. d) The City Manager, or designee, is authorized to establish and amend revenue estimates and expenditure appropriations corresponding to receipt or award of grant funding, donations, and reimbursements where these special monies and any matching City funds are under the expenditure limit of $100,000 as established by Ordinance 2021- 11-01-1501, which amended Section 3.68.040 of the Stockton Municipal Code.
e) The City Manager, or designee, is authorized to establish revenue estimates and corresponding budget appropriations in General Fund Fire Department accounts as needed during FY 2024-25 to recognize the costs, and the associated reimbursement revenue for providing wild-land firefighting and other disaster response services requested by state or federal governments.
f) The City Manager, or designee, is authorized to abolish positions and/or reduce and reorganize personnel, programs, services, 744
departments, offices, or agencies and take such other action as is necessary to maintain a balanced budget.
g) The City Manager is authorized to adjust classifications, including salary and benefit adjustments, to ensure comparability with similar classifications to maintain equity in the City's salary schedules as recommended by the Human Resources Department classification studies and reviews, and to incorporate changes into the Salary Schedule, as appropriate.
h) The City Manager, or designee, is authorized to hire fire academy recruits in an amount above the total City Council authorized full-time positions to accommodate attrition.
i) The City Manager, or designee, is authorized to fill additional Special Revenue Fund positions, such as grant funded, Measure W, and contract reimbursement positions, if additional funding becomes available.
j) The indirect cost rate, as detailed in the City of Stockton Full Cost Allocation Plan and Cost Recovery Allocation Plan, shall be charged to departments and capital projects as project funding and regulations permit. The City Manager, or designee, is authorized to modify appropriations for changes that result from an independently prepared indirect cost allocation plan.
k) The City Manager, or designee, is authorized to prepay the City’s annual CalPERS payments in a lump sum consistent with the FY 2024-25 budget.
l) The City Manager, or designee, is authorized to approve temporary interfund borrowing within the fiscal year, and at the June 30 fiscal year end, to finance the collection period for tax, grant, and other accounts receivable. Any new interfund loans extending beyond these terms must be approved by the City Council. The City Manager is authorized to repay interfund loans when funding becomes available.
m) The City Council delegates investment authority to the Chief Financial Officer, acting in capacity of Treasurer, for the period of July 1, 2024, through June 30, 2025, pursuant to section 53607 of the California Government Code.
n) The City Manager, or designee, is authorized to execute health benefit policies and plans consistent with the annual Health Benefits 745
Report approved by City Council on March 21, 2023, to address the health care needs of the City’s employees.
o) The City Manager, or designee, is authorized to move appropriations and transfer between funds within a single budget unit, such as the water utility, Federal grant funds, and other funds where multiple funds have been established in the general ledger for purposes other than legal restrictions and the fund relationship has been identified in the FY 2024-25 Annual Budget or established by subsequent City Council action.
p) The City Manager, or designee, is authorized to make the Contingent General Fund Payment to Assured Guaranty per the terms of the Reimbursement Agreement. Should the amount exceed the FY 2024-25 budget estimate, the City Manager or designee is authorized to increase the budget appropriation and transfer from the General Fund.
q) The City Manager, or designee, is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this resolution including, but not limited to, adjusting appropriations from the General Fund Non-Departmental accounts to General Fund Departments, subsidized programs and Internal Service Funds as needed to implement budget revisions authorized by Council.

PASSED, APPROVED, and ADOPTED June 18, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:
______

KATHERINE ROLAND, CMC, CPMC
Interim City Clerk of the City of Stockton
746
Resolution No.

PARKING AUTHORITY OF THE CITY OF STOCKTON
RESOLUTION APPROVING BUDGET FOR THE 2024-25 FISCAL YEAR In December 2013, the City Council by Resolution 2013-12-17-1209 established the Parking Authority, as a separate entity, to protect the general fund and improve the quality and efficiency of parking operations, consistent with terms negotiated with NPFG in the bankruptcy process; and
The Parking Authority is comprised of the garages, other downtown parking structures and lots, and downtown parking meter and parking enforcement revenues; and These revenues are pledged to the modified schedule of payments on the Parking Structure Lease Back (Parking Bonds debt service), and the City’s General Fund will have no liability for the modified payment schedule; and
The budget for parking operation revenues and expenses is budgeted in the Parking Authority fund 630; and now, therefore,

BE IT RESOLVED BY THE BOARD OF THE PARKING AUTHORITY OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The Board hereby approves the Fiscal Year 2024-25 Annual Budget for the Parking Authority fund 630, which is attached hereto as Exhibit 1.

2. The Executive Director is hereby authorized to take any and all actions deemed necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED, and ADOPTED June 18, 2024 .

ATTEST:

KEVIN J. LINCOLN II, Chairperson
of the Parking Authority Board
KATHERINE ROLAND, Secretary
of the Parking Authority Board
747
FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25
Actual Actual Projected Budget
Beginning Available Balance $ 5,567,438 $ 4,944,780 $ 4,943,431 $ 4,922,751 Revenues
Assessments 1,383,392 1,449,627 1,260,215 1,300,000
Operating Revenue/Fees 3,820,826 4,009,974 4,530,000 5,089,000 Parking Citations/Fines 440,266 601,701 660,000 670,000 Bond Proceeds - - 1,210,696 -
Other Revenues 244,520 249,583 227,000 208,000
Investment Proceeds (110,815) 153,023 - -
5,778,189 6,463,908 7,887,911 7,267,000
Expenditures
Administration 534,727 570,338 636,094 667,964
Other Services 15,991 55,962 153,000 105,754
Parking Operations 2,383,160 2,641,995 3,176,500 3,926,400 Parking Enforcement 516,746 680,962 627,617 783,935
Debt Service 2,745,285 1,345,315 2,487,663 2,485,369
Parking Improvements 204,938 1,170,685 1,597,717 -
6,400,847 6,465,257 8,678,591 7,969,422
Transfers
Transfer In - Other - - 770,000 -
Transfer Out - - - -
- - 770,000 -
Net Annual Activity (622,658) (1,349) (20,680) (702,422) Ending Available Balance $ 4,944,780 $ 4,943,431 $ 4,922,751 $ 4,220,329 Available Balance Calculation
Current Assets $ 5,068,850
Current Liabilities (3,893,550)
Capital Appropriations 3,768,131
Ending Available Balance $ 4,943,431
Economic Development Department
Parking Authority - 630
FY 2024-25 Annual Budget
EXHIBIT 1
748
Resolution No. SRD

SUCCESSOR AGENCYTOTHEFORMER REDEVELOPMENT AGENCY

OF THE CITY OF STOCKTON
RESOLUTION ADOPTING AN ANNUAL BUDGET FOR THE 2024-25 FISCAL YEAR

AND APPROVING CERTAIN RELATED ACTIONS
The Redevelopment Agency (“Redevelopment Agency”) of the City of Stockton (“City”) was duly created pursuant to the California Community Redevelopment Law (Part 1 [commencing with § 33000] of Division 24 of the California Health and Safety Code) (“Redevelopment Law”); and
Assembly Bills x1 26 (“AB x1 26”) and 1484 (“AB 1484”) were signed by the Governor of California on June 28, 2011, and on June 27, 2012, dissolving all California redevelopment agencies; and
On February 1, 2012, all California redevelopment agencies were replaced by successor agencies to the former redevelopment agencies pursuant to Health and Safety Code section 34173(a); and
The City Council adopted Resolution No. 11-0251, electing for the City to serve as the Successor Agency to the Stockton Redevelopment Agency upon the dissolution of the Redevelopment Agency; and
The Successor Agency is tasked with paying, enforcing the obligations, and winding down the affairs of the former Redevelopment Agency; and The Successor Agency must prepare and submit an administrative budget to the Oversight Board for approval; and
Commencing July 1, 2016, the administrative cost allowance shall be up to three percent (3%) of the actual property tax distributed to the Successor Agency in the preceding fiscal year for payment of approved enforceable obligations, reduced by the administrative cost allowance and loan repayments made to the City during the preceding fiscal year; the amount shall not be less than $250,000 for any fiscal year; and The Successor Agency’s annual budget for Fiscal Year 2024-25 is attached hereto as Exhibit 1; and
This Resolution has been reviewed with respect to applicability of the California Environmental Quality Act (“CEQA”), the State CEQA Guidelines (California Code of Regulations, Title 14, section 15000 et seq., hereafter the “Guidelines”), and the City’s environmental guidelines; and
This Resolution is not a “project” for purposes of CEQA, as that term is defined by Guidelines section 15378, because this Resolution is an organizational or administrative activity that will not result in a direct or indirect physical change in the environment, per section 15378(b)(5) of the Guidelines; and
749
All of the prerequisites with respect to the approval of this Resolution have been met; now, therefore,

BE IT RESOLVED BY THE SUCCESSOR AGENCY TO THE FORMER
REDEVELOPMENT AGENCY OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The foregoing is true and correct and is a substantive part of this Resolution and all prerequisites to its adoption have occurred.

2. The adoption of this Resolution is not intended to and shall not constitute a waiver by the Successor Agency of any rights the Successor Agency may have to challenge the effectiveness and/or legality of all or any portion of AB x1 26 or AB 1484 through administrative or judicial proceedings.

3. The Successor Agency hereby adopts the annual budget, attached hereto as Exhibit 1 and incorporated herein by this reference.

4. The Successor Agency determines that this Resolution is not a “project” for purposes of CEQA, as that term is defined by Guidelines section 15378, because this Resolution is an organizational or administrative activity that will not result in a direct or indirect physical change in the environment, per section 15378(b)(5) of the Guidelines.

5. The Executive Director, or designee, is hereby authorized to amend the budget as necessary to conform to the actual amount of tax increment received from the County Auditor-Controller for the previous fiscal year and Fiscal Year 2024-25.

6. The Executive Director, or designee, is hereby authorized to consolidate the Successor Agency funds in the previous fiscal and Fiscal Year 2024-25.

7. The Executive Director, or designee, is hereby authorized to take such actions as are necessary and appropriate to comply with Health and Safety Code section 34177, and to carry out the purposes and intent of this Resolution.

PASSED, APPROVED, and ADOPTED June 18, 2024 .

KEVIN J. LINCOLN II, Chairperson
of the Successor Agency to the
Stockton Redevelopment Agency
ATTEST:

KATHERINE ROLAND, Secretary
of the Successor Agency to the
Stockton Redevelopment Agency
750
EXHIBIT 1
Successor Debt
Agency Service Total
Beginning Available Balance 3,647,106 4,042,911 7,690,017 Revenue
Tax Increment 7,493,300 - 7,493,300
Investment Income - - -
Refunds, reimbursements and others 7,080 - 7,080
7,500,380 - 7,500,380
Expenditures
County Admin Fee and tax entity payments
Administration & Overhead 89,210 8,000 97,210
Property Maintenance - - -
Legal - - -
Property Taxes 790 - 790
City Indirect Costs - - -
Capital projects - - -
Debt Service - 7,430,506 7,430,506
90,000 7,438,506 7,528,506
Transfers
Transfer - Admin - - -
Transfer - Low/Mod (SERAF payment) - - -
Transfer - 231 Debt Service (7,438,506) 7,438,506 -
Transfer - General Fund - - -
Transfer - CIP - -
Transfer - CDBG - - -
Transfer - Parking Authority - - -
(7,438,506) 7,438,506 -
Net Annual Activity (28,126) - (28,126)
Ending Available Balance 3,618,980 * 4,042,911 * 7,661,891

CITY OF STOCKTON

SUCCESSOR AGENCY TO THE FORMER REDEVELOPMENT AGENCY OF THE CITY OF STOCKTON FY 2024-25 PROPOSED BUDGET
*Excess funds will be retained by the SJ County Auditor-Controller and distributed to taxing entities (ie. County, City, schools, and special districts).
751
FY 2024-25
Annual Budget Public
Hearing
June 18, 2024
Item 16.3
752
Budget Overview
753
Budget Process Key Dates
• Council Strategic Priority Feb 21
& Goal Setting Session
• Proposed Budget Released May 15
• Budget Study Session June 5
• Public Hearing June 18
754
Budget Development
• Council goal setting – February
2024
• Long-Range Financial Plan
Updates
• Long-term solvency
• Department Funding Requests
• Prioritizing position and service
demands within available
resources
755
Issues and Influences
• Uncertainty in the economy
• General Fund Revenues / Recession Cycles
• Inflation & increases in the cost of providing the same level of service
• Retention and Recruitment
• Competitive labor market
• Labor Negotiations
• Funding needs exceed funding capacity
• Plan for future CalPERS cost increases
756
Citywide Expenditures
Total = $956 million [Page B-14]
Utilities
20%
Police
19%
Insurance and Benefits
- Internal Service Funds
19%
Fire
9%
Public Works
8%
Administration
6%
Community Services
4%
Economic
Development
4%
Community
Development
2%
Capital Projects Funds
3%
Non-Departmental
4%
Debt Service Funds
2%
757
Citywide Expenditures
[Page B-8]
FY 2023-24 FY 2024-25
Department Budget Budget Change
Utilities $ 204,765,409 $ 194,163,014 $ (10,602,395)
Police 168,002,953 186,308,925 18,305,972
Insurance and Benefits 158,404,763 183,403,854 24,999,091 Public Works 67,954,465 76,893,790 8,939,325
Fire 76,083,743 86,144,140 10,060,397
Administration 43,604,770 52,919,382 9,314,612
Capital Projects Funds 54,518,890 25,482,395 (29,036,495) Community Services 43,762,383 36,713,090 (7,049,293)
Economic Development 33,482,968 38,694,208 5,211,240
Non-Departmental 30,313,141 34,521,621 4,208,480
Debt Service Funds 18,566,331 19,787,511 1,221,180
Community Development 12,705,158 20,644,274 7,939,116
$ 912,164,974 $ 955,676,204 $ 43,511,230
758
Citywide Revenues
Total = $873 million [Page B-16]
Utilities
20%
Insurance and
Benefits - Internal
Service Fund
21%
Public Works
Community 6%
Services
3%
Fire
3%
Administration
2%
Community
Development
2%
Economic
Development
2%
Police
2%
Non-Department
35%
Capital Projects Funds
1%
Debt Service Funds
1%
759
Budget Highlights
• Expanded Services
• Other new adds on page A-5
• New Positions
760
Citywide Positions Summary
[Page B-5]
• 12 positions added and 60 police positions reprogrammed towards recruitment and retention during FY 2023-24
• 31 new proposed positions
1 OVP Admin Aide I 3 Fire Captains
2 ASD Procurement Specialist 2 Fire Fighter Engineers
1 ASD Senior Budget Analyst 1 PW Program Manager III
1 ASD Admin Analyst I 1 CSD Recreation Assistant – Aquatics 1 IT SR GIS Analyst 2 CSD Circulation Assistant II
1 IT Systems Analyst I 1 CDD Engineering Technician I
1 IT Technology Support Specialist II 2 MUD Senior Electrical Technicians 1 Police Mail Courier 2 MUD Plant Maintenance Workers
2 Police Animal Services Officer 1 MUD Public Works Inspector 1 Police Telecommunicator 1 MUD Water Systems Operator
1 Police Admin Aide II 1 MUD Water Systems Supervisor
1 MUD Junior Engineer
761
Authorized Full-time Positions
762
Five-Year Capital Plan by Category - $1.4 Billion

GENERAL

GOVERNMENT
$398.7
27%

TRANSPORTATION
$779.1
54%

UTILITIES
$281.4
19%
Five-year 2024-29 CIP Projects by category
Totaling $1.4 billion
(dollars in millions)

GENERAL GOVERNMENT TRANSPORTATION UTILITIES
763
General Fund
764
General Fund Expenditures
Total = $ 328.3 Million[Page C-1]
Police
54%
Fire
20%
Administration
8%
Public Works
7%
Community
Services
2%
Economic
Development
3%
Capital
Improvements
2% Debt Service
3%
Other Programs
1%
765
General Fund Revenues
Total = $ 320.5 Million [Page C-2]
Sales Tax
39%
Property Taxes
24%
Utility Users Tax
14%
Program
Revenues
6%
Franchise Tax
6%
Business License
Tax
6%
Interfund
Reimbursements
3%
Other Taxes
1%
Investment
Proceeds
1%
766
General Fund Balance
[Page C-3]
FY 2023-24 FY 2024-25 %
Projected Proposed Variance Variance
Beginning Available Balance $61,447,389 $73,666,688
Projected Total Revenues 320,261,614 320,483,471 221,857 0.1% Projected Expenditures
Employee Services 183,867,624 217,308,936 33,441,312 18.2% Other Services 52,739,978 68,110,418 15,370,440 29.1%
Materials & Supplies 6,586,645 8,037,185 1,450,540 22.0% Other Expenses 2,933,777 5,203,097 2,269,320 77.4%
Capital Outlay 399,049 1,606,600 1,207,551 302.6%
Loan Repayments 9,061,425 8,887,050 (174,375) -1.9%
255,588,498 309,153,286 53,564,788 21.0%
Transfer Out (18,169,666) (19,126,535) (956,869) 5.3%
Fund Balance Restrictions (34,284,152) - Net Annual Activity 12,219,299 (7,796,349) Estimated Ending Balance $73,666,688 $65,870,339
767
General Fund Reserves
Dollars in Thousands
Reserve Targets
Proposed
Target at
6/30/23
Proposed
Target at
6/30/24 Change
Priority I
Working Capital $ 48,300 $ 54,720 $ 6,420
(16.67% of Adopted Expenses)
Known Contingencies 74,000 93,280 19,280
Priority II - Risk-Based Reserves 80,800 89,000 8,200
203,100 237,000 33,900
FY 2022-23 FY 2023-24
Projected Reserve Funding Year End Projected
Working Capital $ 48,300 $ 54,720
Known Contingencies 68,000 93,280
Risk-Based Reserves 10,800 10,800
Total Balance for Reserves at June 30 $ 127,100 $ 158,800 768
Long-Range Financial Plan with FY 2024-25 Proposed Budget [Page C-10]
769
Recommended Actions
• City Council Budget Resolution:
• Adopt FY 2024-25 Annual Budget
• Approve 2024-2029 Capital Improvement Plan
• Approve FY 2024-25 Fee Schedule
• Other administrative actions
• Adopt FY 2024-25 Successor Agency
Budget - $7.5 million
• Adopt FY 2024-25 Parking Authority
Budget - $7.9 million
770
QUESTIONS?
771

← All documents from this meeting