Agenda packet — City Council and Concurrent Authorities, March 18, 2025 (part 2 of 5)

EXHIBIT D

SPECIAL FUNDING TERMS AND CONDITIONS
Not applicable
Attachment A
324
City of Stockton
Legislation Text
File #: 25-0214, Version: 1

APPROVE A MOTION TO ENTER INTO COOPERATIVE PURCHASING AGREEMENTS

THROUGH E&I TO OBTAIN ELECTRIC PARTS AND SUPPLIES

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

1. Approve findings in support of an exception to the competitive bid process, pursuant to Stockton Municipal Code Section 3.68.070(B);

2. Approve the use of the cooperative purchase agreement through E&I Cooperative Services for the purchase of electrical parts and supplies with Vantage Electrical Group d.b.a. Vantage Group Contract No. No. EI00209-2023 RFP, for a term through August 31, 2028, and in a total not to exceed amount of $236,000.

3. Authorize the City Manager to take necessary and appropriate actions to carry out the purpose and intent of this motion.

Summary
The City of Stockton has a need for a contract for electrical parts and supplies for the Public Works, and Municipal Utility Departments and MUD Stores to support City operations.

It is recommended that City Council approve a motion authorizing the City Manager to execute a cooperative agreement as specified above.

DISCUSSION
Background
For many years the city has been using Platt Electrical for electrical parts & accessories via purchase orders and p-card transactions. The estimated annual cumulative spend exceeds the City’s formal procurement threshold; therefore, the City needs to have a formal contract agreement in place.

The City of Stockton has a need to acquire these goods and services to meet the City’s needs and provide services to our community. Specifically, these contracts will be used by MUD Stores, Public Works and Municipal Utilities Department.

Cooperative purchasing agreements leverage collective buying power of the cooperative partners to negotiate lower prices. The strength in the numbers of cooperative partners enables members to access a contractual solution that could not be achieved on their own.

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File #: 25-0214, Version: 1
This agreement was solicitated and awarded by E&I Cooperative Services, which is a memberowned, non-profit sourcing cooperative exclusively focused on awarding cooperative contracts that benefit public sector agencies.

This solicitation and contract document has been reviewed and has been determined to meet the City Procurement requirements and the needs of the City.

Present Situation
At present there is no contract for these services and the annual expenditure requires council approval. To better align with the City’s Procurement requirements, it is recommended that the City enter into a formal agreement for the purchase of these parts and supplies. Utilizing the E & I cooperative agreement allows the City an opportunity to leverage negotiated pricing and meet the operational needs.

Staff recommends entering into the cooperative agreement (Attachment A) to utilize E&I contract with Vantage Electrical Group d.b.a. Vantage Group Contract No. No. EI00209-2023 RFP.

Findings
Stockton Municipal Code Section 3.68.070(A)(5) provides an exception to the competitive bidding process where the City accesses the terms of a competitively bid and negotiated cooperative purchasing agreement and where the City Council has approved findings that support and justify the exception.

The findings are as follows:

1. City’s Procurement Office recommends the use of this participating agreement and the City’s cooperative purchase agreement, as it meets the criteria as an exception to the competitive bidding process.

2. Procurement confirmed that the E&I Cooperative contract was solicited and awarded through an open and competitive process and meets the City of Stockton’s procurement regulations.

3. Participation in the E&I Cooperative contract will provide the City with alignment with standard procurement practices.

4. Utilizing the E&I Cooperative contract will allow the City to benefit from the aggregating volume, securing better pricing than we can achieve on our own and reduce the administrative overhead by not going through our own solicitation, evaluation and award process.

5. Utilizing the E&I Cooperative contract supports the City’s objective of using local suppliers because Platt Electrical is the local electrical parts supplier with Vantage Electrical Group, dba Vantage Group.

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File #: 25-0214, Version: 1

FINANCIAL SUMMARY
Funding for electric parts and supplies is already included within individual departmental operational budgets as part of the City’s annual budget process. No additional funding is required to enter into the cooperative purchasing agreement with Vantage Electrical Group, Inc. dba Vantage Group and Platt Electrical (local distributor).

Attachment A - E&I Cooperative Piggyback Purchase Agreement with Vantage Electrical Group d.b.a.

Vantage Group Contract No. EI00209-2023 RFP
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ATTACHMENT A
328

ATTACHMENT A
329
GOODS AND SERVICES GIVING RISE TO THE CLAIM. NEITHER PARTY SHALL BE

LIABLE FOR ANY LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF CONTRACTS,

LOSS OF USE, OR FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES.

7. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue for all claims in the Superior Court of the County of San Joaquin, Stockton Branch or, where applicable, in the Federal District Court of California, Eastern District, Sacramento Division.

8. Applicable Law. Deliverables must conform with all applicable federal, state, and local laws. Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned persons or entities.

This Agreement may be amended only by a written amendment, consistent with the COOP, signed by Contractor and City.

CITY OF STOCKTON
Steve Colangelo, Interim City Manager
Date: --------
ATTEST:

Katherine Roland CMC, CPMC, City Clerk
APPROVED AS TO FORM:

Lori Asuncion, City Attorney
Print name
REXEL us��p
.

LATT ELECTRIC SUPPLY
By: ��/lA�
• Signature
David Slifrnan
Print name
Title: Business Controls & Compliance Director
[If Contractor is a corporation, signatures must
comply with Corporations Code §313]
By: -----------
Signature
Title:

Including Rexel USA, Inc. DBA Platt Elecfric Supply Addendum Dated 01/15/25 pages 4-6 of 114 (Rev. 9.30.22)

Page 3 of 114 ends

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City of Stockton
Legislation Text
File #: 25-0255, Version: 1

ADOPT A RESOLUTION APPOINTING A MEMBER TO THE MEASURE W OVERSIGHT

COMMITTEE

RECOMMENDATION
It is recommended that the City Council adopt a resolution ratifying the appointment to the Measure W Committee of Rena Rodgers for a term commencing immediately and ending on January 31, 2029

DISCUSSION
Background
The Measure W Oversight Committee was established April 26, 2005, by City Council Resolution 05- 0171 pursuant to the Stockton Safe Neighborhood Gang and Drug Prevention Police/Fire Response Measure Program Guidelines. The Committee is tasked with insuring that monies received from the sales and use tax enacted based on Measure W are being spent in accordance with the requirements outlined in the Measure. The Committee considers oral reports by City staff and other involved persons concerning the use of Measure W monies, reviews the annual audit and adopts an annual report which is presented to the City Council.

Eligibility Requirements
Members who desire to serve on this committee must reside within the City’s geographic boundary and not be an employee, vendor, contractor, or consultant actively conducting business with the City.

After appointment to the committee, members must complete a Statement of Economic Interest form 700 within 30 days of appointment.

Present Situation
Vice Mayor Lee has reviewed applications and made the following nomination for appointment:

Vice Mayor Lee, District 6 - Rena Rodgers
Upon Council adoption their term will be effective immediately and will complete what will be considered a partial term on January 31, 2029.

FINANCIAL SUMMARY
There is no direct fiscal impact with this appointment as the members of this committee receive no remuneration.

Attachment A - Redacted Application
City of Stockton Page 1 of 1 Printed on 3/11/2025
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Submit Date: Feb 27, 2025
Email Address
First Name Middle
Initial
Last Name
Street Address
City State Postal Code
Primary Phone Alternate Phone
Employer
Application for appointment and background information for City of Stockton Boards, Commissions, and Committees
Profile
Ethnicity
Gender
What district do you live in? *
District 6
The City of Stockton uses email as the preferred method of communication regarding your application. Is this acceptable to you?
Yes No
Are you currently serving on a City of Stockton Board, Commission, or Committee?
Yes No
Which Boards would you like to apply for?
Measure W Oversight Committee: Submitted
Rena M Rodgers
Stockton CA
Rena M Rodgers
Attachment A
443
Question applies to multiple boards
NOTE: This Board requires membership with one of the following groups. If none, please remove board from your application. Are you knowledgeable, have experience in, or extensive background in any of the following areas? Select all that apply. *
Active in community activities significant enough to confirm knowledge of issues and individuals within the community
Possess decision-making abilities
Understanding of Ethnic/Gender Diversity
Willingness to tolerate/promote change
I have been a resident of Stockton for at least 3 years.

Yes No
Question applies to Strong Communities Advisory Committee,Measure W Oversight Committee Do you reside within Stockton’s geographic boundary?
Yes No
Question applies to Strong Communities Advisory Committee,Measure W Oversight Committee Are you an employee of any vendor, contractor or consultant doing business with the City of Stockton?
Yes No
Interests & Experiences
Please tell us about yourself and why you want to serve.

I've been a resident of Stockton for 26 years and I absolutely love my home and this city. I simply want to help make changes and better our city all around.

Please state the reason you would like to be a member of this board/commission.

I would love to be a member of this board/commission because I'm big on transparency and keeping things in order.

Have you served on an advisory group before?
Yes No
Rena M Rodgers
Attachment A
444
How did you hear about the position?
I was informed of the position by Vice Mayor Lee.

City Council Policy 100-2 states that Commissioners are required to attend meetings on a regular basis. If appointed, will you be able to attend meetings regularly and devote the time necessary to fulfill your duties as a member?
Yes No
Do you or immediate family members have any relationship (professional, financial, other) that may present a potential conflict of interest for this advisory group?
Yes No
Background Information
Based on your best judgment, does this Commission make decisions that may affect any sources of income, interests in real property, or investments of you or your spouse?
Yes No
Voter Registration (Questions appear if required)
Submit Application
Enter Your Initials:

RMR
Date Signed
2/27/25
Rena M Rodgers
Attachment A
445
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION APPOINTING A MEMBER TO THE MEASURE W OVERSIGHT

COMMITTEE
Positions on the Measure W Oversight Committee are directly appointed by City Councilmembers with terms that coincide with the appointing Councilmember; and Vice Mayor Lee has reviewed applications and will appoint Rena Rodgers to the Measure W Oversight Committee to a term commencing immediately; now, therefore,

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

1. Rena Rodgers is found to meet the criteria for appointment and is authorized to serve as a member on the Measure W Oversight Committee with an appointment to commence immediately and end January 31, 2029.

PASSED, APPROVED and ADOPTED March 18, 2025 .

CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC, CPMC
City Clerk, City of Stockton
446
City of Stockton
Legislation Text
File #: 25-0267, Version: 1

APPROVAL OF CITY COUNCIL MINUTES

RECOMMENDATION
Approve the minutes from the City Council meeting of February 18, 2025 Attachment A - 2025-02-18
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City of Stockton
Legislation Text
File #: 25-0134, Version: 1
APPROVE A MOTION AND RATIFY THE EMERGENCY PURCHASE OF 17 SOLAR LIGHTS FOR

THE MARCH LANE UNDERPASS

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

1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.

2. Approve findings and ratify the City Manager’s approval to execute an Emergency Purchase Order to Fonroche Lighting America of Forest Hill, TX, in the amount of $117,550, for the purchase of 17 solar lights to be installed along the March Lane Underpass between Bianchi Road and Fred Russo Drive.

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

Summary
On April 30, 2024, the City Manager approved an Emergency Purchase Order (PO) to Fonroche Lighting America of Forest Hill, TX, in the amount of $117,550, for the purchase of 17 solar lights to be installed along the March Lane Underpass between Bianchi Road and Fred Russo Drive (Attachment A).

It is recommended that Council approve a motion ratifying the City Manager’s approval to execute an Emergency PO with Fonroche Lighting America of Forest Hill, TX, in the amount of $117,550, for the purchase of 17 solar lights to be installed along the March Lane Underpass between Bianchi Road and Fred Russo Drive.

DISCUSSION
Background
The City is responsible for the operation and maintenance of approximately 19,800 streetlights. The copper wires that conduct electricity to the lights are accessed by pull boxes located on the sidewalk or the landscaped area next to the light. Wire thieves break into the pull boxes to steal wire and sell it to recyclers as scrap metal. Streetlight wire theft has increased dramatically in the last decade, coinciding with the increase in copper value. This phenomenon is not unique to Stockton; it is an issue that other agencies and industries contend with nationwide.

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File #: 25-0134, Version: 1
In 2015, Public Works Operations and Maintenance staff began experimenting with a proprietary pull box lid made of steel with a unique locking mechanism. The locking pull box lids were used successfully for approximately one year until thieves found ways to break into these locking street lids.

In 2017, staff experimented with backfilling pull boxes with low-density concrete caps, but thieves have managed to break through these caps as well.

On April 30, 2024, the City Manager approved an Emergency PO to Fonroche Lighting America of Forest Hill, TX, in the amount of $117,550, for the purchase of 17 solar lights to be installed along the March Lane Underpass between Bianchi Road and Fred Russo Drive (Attachment A).

Present Situation
In August 2024, staff installed 17 solar lights along the March Lane Underpass median between Bianchi Road and Fred Russo Drive as a test pilot. The project is roughly six months underway and appears to look promising in terms of providing ample light during inclement weather and proving less attractive to theft and vandalism.

The Emergency PO was processed in accordance with Stockton Municipal Code (SMC) section

3.68.070, which provides an exception to the competitive bidding process under certain circumstances, including cases of emergencies. It is the goal of the department to bring emergency procurements to Council by the next scheduled Council meeting following the City Manager’s execution. However, workload, assigned priorities, and staffing shortages have caused delays in the timeline.

The total cost of the 17 solar lights from Fonroche Lighting America of Forest Hill, TX, is $117,550. It is recommended that Council approve a motion ratifying the City Manager’s approval for the total expenditure of $117,550 for the emergency solar light purchases from Fonroche Lighting America of Forest Hill, CA, and the appropriate findings which support an exception to the competitive bidding process.

Findings
Pursuant to SMC section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. These findings include:

1. Emergency replacement and installation along this heavily-used arterial roadway was necessary to protect public health and safety.

2. Failure to undertake an emergency procurement to repair the streetlights may contribute to impending vehicle and/or pedestrian accidents along this corridor.

3. The use of the Emergency PO procurement is appropriate for this purchase because it allows the City to immediately secure the purchase and delivery of these lights.

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File #: 25-0134, Version: 1

FINANCIAL SUMMARY
There are sufficient funds in the Electrical and Traffic Signals - Measure K fund for the emergency purchase of 17 solar lights.

There is no impact to the City’s General Fund or any other unrestricted fund as a result of taking the recommended actions.

Attachment A - Emergency PO to Fonroche Lighting America City of Stockton Page 3 of 3 Printed on 3/11/2025
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Vendor
Bill To
Fiscal Year
Department
Purchase Order Date
Purchase Order Number
Ship To

VENDOR PHONE NUMBER VENDOR EMAIL VENDOR NUMBER REQUISITION NUMBER DELIVERY REFERENCE NOTES
ITEM # DESCRIPTION QUANTITY UOM UNIT PRICE EXTENDED PRICE 4160

FONROCHE LIGHTING AMERICA
4900 DAVID STRICKLAND ROAD
FORT WORTH, TX 76119

CITY OF STOCKTON
425 N. EL DORADO STREET
STOCKTON, CA 95202-1997
22406876

PUBLIC WORKS
06/20/2024

THIS NUMBER MUST APPEAR ON ALL INVOICES,
PACKAGES, AND SHIPPING PAPERS.
2024 Page 1 of 1

PW O&M TRANSPORTATION
1465 S LINCOLN ST

PUBLIC WORKS
STOCKTON, CA 95206
425 N. EL DORADO STREET
STOCKTON, CA 95202-1997
(209) 937-8321
208-484-8993 [email protected] 4160 12410745
Fonroche Lighting America - $117,550.00
The Above Purchase Order Number Must Appear On All Correspondence - Packing Sheets And Bills Of Lading Rosa Alvarez
[email protected]
(209) 937-8134
Smartlight Assembly - 2[T54-CK16B-4K-T3, 2[P310F-4P] HW-MC; Black; 25 Feet round 1.0000 EACH $139,519.0000 $139,519.00 tapered pole-anchor
1 Chief Financial Officer
Total Ext. Price
Total Sales Tax
Total Freight
Purchase Order Total
Total Credit
$139,519.00
$9,165.00
$6,555.00
$37,689.00
$117,550.00
This instrument has been audited in the manner required by local government regulations and laws. Your jurisdiction’s specific legal text may be placed in this area.

Purchasing Copy

ATTACHMENT A
459

FONROCHE
AMERICA Fonroche Lighting America
4900 David Strickland Rd.

Forest Hill, TX76119
(817) 516�2056
Opportunity Owner Jacob Fo.x Quote Number 00083016
payrnellt Terms !;>0% deposit, 50¾ Net 30 from $hip
Date'.'qontingent;on crec:IJt approval
Qµote N�me <37619-S
.
tocktonCA-MarchLane-RevB
Shipping Terms
Notes to the
·customer
Prices are FOB Origin
Quote Date 4/17/2024
Quote Expiration 7/17/2024
Date
Est, Lead Time
Panels require clear, unshaded solaraccess to the South. $hip To Name City of Stockton, CA
81pware of Fraud,; Any advanc;f3 payment request will only be m1;tde on the basis of;;rproforma invoice sent by Fonroche Lighting America.

Shipping .estimated; final cost deterrnined on day of shipping and added to invoice. 2[T54�CK1.6.B-4K�T3]
2[P31 OF4P]HW.MC
Fixtur� Color: BK
POLE;: ·25Ft.Round
TaperedPole.;Anchor
Base�CBP�2--6FT Arm
-PoJe,Color: BK
2[T$4.iCK16B'-4K-T3/T4
.. oual]
2[P3JOP"'4P]HVV--MC
Fixture, Coior: Bk
POLE: 25.Ft. Round
Tapered; Pole4\nch,or
Base:-C$P;;2-6FTArm
.;..;pole Color: Bk
Product Discount
$martLightA$semblywith2496\JVl1�24VNiMH Battery 1.special extreme temperature (from 4Q. °F to+158 aF), �h atoWsolar module with top of Pole assembly and Intelligent management/control system.Provisioned for TWIN· Fixture configuration.

Twin Essential (Formerl.yCK16S) FixtureAK dolor Ternp; .. type 3 Flxture Color: BK "" .

Power Assembly color is black. Mount: Highwirtd and enhanced marine coating. 25Ft. Round Tapered Pole:;;Anchor Base-CBP-2-6FT Arm -Pole Color is BK Assumes No Shading I Assumes little or no snow
1 ci Degrees Tilt
100% =27 Watts worstcase conditions.T;.PM: 5 hrs. @100% I r�N (Balance of night) @80% I T"-AM: 1 hrs. @100%
SmartLightAssembltwith 249�Wh�2�V NiMH Battery. , .. special extrerne. temperature (from-40 °Fto+158 �F); 2x.310Wsolar·modulewith.lop·ofPoie assembly and Intelligent management/control system. Provisioned forTWIN Fixture configuration.

Twin Essential• (F.ormerly CK16B) Fixture 4K Color iemp .. ,;Qne T3 & On�t4 Fixture Golo'r: 8K- . Power Assembly color is black. Mount: High wind and enhanced marine coating.
25Ft. Round Tapered Pole�Anchor Base�BP-2-6FT Arm -Pole Color is BK Assumes No Shading I Assumes little or no snow
to Degre.es·rilt
100% =27 WattsworstcasecondltionsS--PM: 5hrs.@100% I TN(Balance of night} @80% I T-.AM: 1 hrs.@100%
Product Discount
Tota1.·une,·1tems
$hipping and
Handling
Tax
OiintP.Tot;AI
USO
8,207
USD
8,207
USD
-2,217
USD 14•00 114;898

17.00 -37,689
USO
USO 101,830
USD 6,555
USO 91 165
llRO 117.fifiO

ATTACHMENT A
460
AMERICA Fonroche Lighting America
4900DavidStricklahd R.d.

Forest Hill, TX 76119
(817) 516-2056
$eller's:T�rrris anq Conditlpns, of Sale, in ,effectcm th? date ofthls order �hall ;;:1pply Jo this qµote • cJlld are hereby lncorparatf:3d by reference.

Seller's Terms and Condltions of Sale may be viewed at https:l/www.fonrochssofarlighting com/about�us/terms/ Pricing is based o.n Fonroche LightihgAmeriqa'�, Standard Terms & Qonditioni, and any additional terms stipvlat13dherein. It is the Rj3pres!i)ntat
ive,'s re;sponsibi!ityto conve� these terms to the customer�.Withoutprlorwritten approval from Fonroche Lighting America's Sales Director; any deviation ,from these termsmay:constitute a change in this pricin'Q at the'time of mder. In the event that Fonroche Lighting Arnetica. is unabre recuperate difference in pricingJrom end customer, it may deduct tl'le difference fn)m repres.entative's comrnission.

ATTACHMENT A
461
City of Stockton
Legislation Text
File #: 25-0079, Version: 1

ADOPT A RESOLUTION AND RATIFY THE EMERGENCY PURCHASE OF POLICE PURSUIT

CHEVROLET SILVERADO TRUCKS WITH FUTURE CHEVROLET

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

1. Appropriate funds in the amount of $499,036.35 from the Fleet Internal Service Fund Balance to the operating Fleet Internal Service Fund, Equipment Acquisition Account.

2. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.

3. Approve findings and ratify the City Manager’s approval to execute an Emergency Purchase Order to Future Chevrolet of Sacramento, CA, in the amount of $598,843.62, for the purchase of six police pursuit Chevrolet Silverado trucks for the Police Department.

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

Summary
On May 29, 2024, the City Manager approved an Emergency Purchase Order (PO) to Future Chevrolet of Sacramento, CA, in the amount of $598,843.62, for the purchase of six police pursuit Chevrolet Silverado trucks for the Police Department.

It is recommended that Council adopt a resolution ratifying the City Manager’s approval to execute an Emergency PO with Future Chevrolet of Sacramento, CA, in the amount of $598,843.62, for the purchase of six police pursuit Chevrolet Silverado trucks.

DISCUSSION
Background
On January 25, 2022, by Resolution No. 2022-01-25-0603, Council accepted funding from the Budget Act of 2021 for law enforcement use. On November 6, 2023, the Police Department submitted a request to the City Manager for the purchase of an additional police pursuit rated truck for the Strategic Community Officer (SCO) section that would aid in the transportation of arrestee's belongings, clean-ups, and community engagement activities. Having a truck would allow Police SCOs to expand patrol efforts to various terrains and have a higher clearance level when patrolling non-paved areas.

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File #: 25-0079, Version: 1
The Police Department currently has multiple marked patrol units that require replacement. These vehicles have surpassed their stated lifecycle for performance and efficiency, which is six years and/or 100,000 miles. The Police-Fleet Committee has recommended diversifying fleet assets and requested the purchase of additional police pursuit trucks for the SCO section with the Fleet Internal Service Fund (ISF).

Future Chevrolet of Sacramento, CA, had four police pursuit Chevrolet Silverado trucks on the lot and two more in production. The available units have all up-fitting and lighting, which is equivalent to the current police patrol specification. They are ready to be put in service immediately after purchase and pre-delivery inspection.

Present Situation
On May 9, 2024, Police Department staff test drove the units at the dealership and concluded that the trucks met the requirements for patrol use and recommended moving forward with the purchase of the four available trucks, as well as two additional trucks currently in production, for the SCO section.

On June 10, 2024, an Emergency PO was issued to Future Chevrolet of Sacramento, CA, for the six police pursuit Chevrolet Silverado trucks from Future Chevrolet due to the frequent cancellations of orders, recent supply chain issues, and long lead times on up-fitting.

The Emergency PO was processed in accordance with Stockton Municipal Code (SMC) section

It is recommended that Council adopt a resolution ratifying the City Manager’s approval for the total expenditure of $598,843.62 for the emergency purchase of six police pursuit Chevrolet Silverado trucks from Future Chevrolet of Sacramento, CA, and the appropriate findings which support an exception to the competitive bidding process.

Findings
Pursuant to SMC section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. These findings include:

1. The use of an Emergency PO procurement is appropriate for these procurements due to supply chain issues in ordering and receiving vehicles.

2. Public Works sought out multiple resources for the supply of vehicles. Only one source was available and turn-key-ready.

3. Other agencies were competing to secure the same vehicles, and any delay would have resulted in the City not being able to readily secure the needed vehicles.

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4. The use of the Emergency PO procurement is appropriate for this purchase because it allows the City to be more competitive in acquiring equipment in current industry conditions as vendors struggle to honor quoted pricing through the duration of a traditional government lowbid procurement process.

FINANCIAL SUMMARY
With the appropriation of funds in the amount of $499,036.35, from the Fleet ISF Balance to the operating Fleet ISF, Equipment Acquisition Account, there will be sufficient funding for the purchase of six police pursuit Chevrolet Silverado trucks from Future Chevrolet.

There is no impact to the City’s General Fund or any other unrestricted fund as a result of taking the recommended actions.

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Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION RATIFYING AND APPROPRIATING FUNDS FOR THE EMERGENCY

PURCHASE OF POLICE PURSUIT CHEVROLET SILVERADO TRUCKS
On January 25, 2022, by Resolution No. 2022-01-25-0603, Council accepted funding from the Budget Act of 2021 for law enforcement use; and On November 6, 2023, the Police Department submitted a request to the City Manager for the purchase of an additional police pursuit rated truck for the Strategic Community Officer (SCO) section that would aid in the transportation of arrestee's belongings, clean-ups, and community engagement activities; and On May 29, 2024, the City Manager approved an Emergency Purchase Order (PO) to Future Chevrolet of Sacramento, CA, in the amount of $598,843.62, for the purchase of six police pursuit Chevrolet Silverado trucks for the Police Department; and On June 10, 2024, an Emergency PO was issued to Future Chevrolet of Sacramento, CA, for the six police pursuit Chevrolet Silverado trucks from Future Chevrolet due to the frequent cancellations of orders, recent supply chain issues, and long lead times on up-fitting; now, therefore,

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

1. The City Council authorizes the appropriation of funds in the amount of $499,036.35 from the Fleet Internal Service Fund Balance to the operating Fleet Internal Service Fund, Equipment Acquisition Account.

2. The City Council approves findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process for emergency procurement of police trucks:
a. The use of an Emergency Purchase Order procurement is appropriate for these procurements due to supply chain issues in ordering and receiving vehicles.
b. Public Works sought out multiple resources for the supply of vehicles. Only one source was available and turn-key-ready.
465
c. Other agencies were competing to secure the same vehicles, and any delay would have resulted in the City not being able to readily secure the needed vehicles.
d. The use of the Emergency Purchase Order procurement is appropriate for this purchase because it allows the City to be more competitive in acquiring equipment in current industry conditions as vendors struggle to honor quoted pricing through the duration of a traditional government low-bid procurement process.

3. The City Council approves findings and ratifies the City Manager’s approval to execute an Emergency Purchase Order to Future Chevrolet of Sacramento, CA, in the amount of $598,843.62, for the purchase of six police pursuit Chevrolet Silverado trucks for the Police Department, a copy of which is attached as Exhibit 1 and incorporated by this reference.

4. 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 March 18, 2025 .

CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
466

CHANGE ORDER
Vendor
Bill To
Fiscal Year
Department
Purchase Order Date
Purchase Order Number
Ship To

VENDOR PHONE NUMBER VENDOR EMAIL VENDOR NUMBER REQUISITION NUMBER DELIVERY REFERENCE NOTES
ITEM # DESCRIPTION QUANTITY UOM UNIT PRICE EXTENDED PRICE Purchase Order
4117

FUTURE CHEVROLET
4811 MADISON AVE
SACRAMENTO, CA 95841

CITY OF STOCKTON
425 N. EL DORADO STREET
STOCKTON, CA 95202-1997
22406663-001

PUBLIC WORKS
06/10/2024

THIS NUMBER MUST APPEAR ON ALL INVOICES,
PACKAGES, AND SHIPPING PAPERS.
2024

PW FLEET MAINTENANCE
1465 S LINCOLN ST

CITY CORPORATION YARD
STOCKTON, CA 95206
425 N. EL DORADO STREET
STOCKTON, CA 95202-1997
(209) 937-8321
9163387325 [email protected] 4117 12410838

FLEET - FUTURE CHEVROLET - EMERGENCYTRUCK PURCHAS
The Above Purchase Order Number Must Appear On All Correspondence - Packing Sheets And Bills Of Lading Alanna Bindi
City of Stockton Public Works/Fleet Unit
209 937 7416
[email protected]
***INTERNAL CHANGES: DO NOT DUPLICATE ORDER.***
1 PW - FLEET - PURCHASE POLICE PURSUIT SILVERADO TRUCKS 1.0000 EACH $549,418.5000 $549,418.50 Chief Financial Officer
Total Ext. Price
Purchase Order Total
Total Sales Tax
$549,418.50
$49,425.12
$598,843.62
This instrument has been audited in the manner required by local government regulations and laws. Your jurisdiction’s specific legal text may be placed in this area.

Purchasing Copy
EXHIBIT 1
467
FUTURE CHEVROLET 4811 MADISON AVE - SACRAMENTO CA 95841 FLEET MANAGER DIRECT: CHRIS CUEVAS 916.869.1425

FLEET TRUCK SALES QUOTE
CITY OF STOCKTON- POLICE & CITY VEHICLES 2023 SILVERADO 1500 SSV- POLICE

5.14.24 DESCRIPTION: CV00681 QTY UNIT PRICE AMOUNT
2023 CHEVROLET SILVERADO 1500 SPECIAL SERVICE 4X4 POLICE 6 89,913.00 539,478.00 FUTURE CHEVROLET POLICE CREDIT [803453 INTERNAL, SEE CHRIS] 6 (2,750.00) (16,500.00) LEVEL III+ BALLISTIC FRONT DOOR PANELS 6 4,280.00 25,680.00 DOC FEE 6 85.00 510.00
549,168.00

9.000%
SALES TAX 49,425.12

FACTORY REBATES -
DMV TRANSFER 198.00
CA TIRE FEE 52.50

DELIVERY WAIVED -
GRAND TOTAL $ 598,843.62
VIN: 3GCUDAED5PG239394
VEHICLE IS COMPLETE AND SOLD AS EQUIPPED. ADD AGENCY SPECIFIC RADIOS, LAPTOP AND GRAPHICS PACKAGE 2023 SPECIAL SERVICE CHEVROLET SILVERADO 1500 CREW CAB 4X4 SOLID BLACK WITH FULL POLICE UPFIT APPROVED: X____________________________________

WILL EQUIP ALL UNITS IDENTICAL WITH BALLISTIC FRONT DOOR PANELS QUOTE #2018
BUYER:

SUBTOTAL
TAX RATE [95202]
209.774.6179 ♦ ALANNA BINDI
EXHIBIT 1
468
City of Stockton
Legislation Text
File #: 25-0184, Version: 1

ADOPT RESOLUTION TO TRANSFER FUNDS AND APPROVE CONTRACT CHANGE ORDER NO. 2 FOR THE PIXIE WOODS TREE TRIM AND BRUSH REMOVAL PROJECT

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

1. Transfer funds in the amount of $148,518.29 from the Pixie Woods Improvement, Project No.

WP22054, to the Pixie Woods Tree Trim and Brush Removal, Project No. WD22013.

2. Approve Contract Change Order No. 2, in the amount of $183,132.61, with P31 Enterprises, Inc. of Oroville, CA, for the Citywide Tree Maintenance, Project No. WE22052.

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

Summary
Pixie Woods is located at Louis Park, west of Shimizu Drive. The lagoon at Pixie Woods is surrounded by 178 palm trees that lend themselves to the park. While visually appealing, the palm trees have not been maintained in over 70 years. Funding will allow the pruning of 58 palm trees surrounding the lagoon and the pruning of 38 palm trees and brush removal on the two islands inside the lagoon to allow the features on the island to be visible (Attachment A).

P31 Enterprises, Inc. will perform the additional work included in Contract Change Order (CCO) No. 2 in the amount of $183,132.61 which provides the additional work to trim the palm trees and remove the brush on the islands.

Staff, along with the Pixie Woods Board, agree there is an immediate benefit to the park in transferring funding from the Pixie Woods Improvement project to the Pixie Woods Tree Trim and Brush Removal project to allow pruning of the remaining overgrown palm trees and removal of overgrown brush surrounding the two islands.

It is recommended that Council adopt a resolution authorizing the transfer of funds, in the amount of $148,518.29, to the Pixie Woods Tree Trim and Brush Removal, Project No. WD22013. It is also recommended that Council approve CCO No. 2, in the amount of $183,132.61, with P31 Enterprises, Inc. of Oroville, CA, for the Citywide Tree Maintenance, Project No. WE22052.

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DISCUSSION
Background
On November 16, 2021, by Resolution No. 2021-11-16-1501, Council allocated $12.7 million for 35 Council priority projects. Of that amount, $250,000 was allocated for tree trimming and brush removal at Pixie Woods, and $80,000 was allocated to upgrade the irrigation at Pixie Woods.

On April 7, 2022, a Contract for Services was executed with West Coast Arborists, in the amount of $98,077, to prune 49 trees and remove 7 trees throughout Pixie Woods.

On May 3, 2022, by Resolution No. 2022-05-03-0903, Council allocated $10.2 million in funding for Council priority projects. Of that amount, $1.1 million was allocated for projects at Pixie Woods as part of Council priority projects. Project improvements include the carousel, train, and dredging of the lagoon.

On October 28, 2022, a Contract for Services was executed with Brightview Tree Care Services, Inc., in the amount of $80,362, to remove 46 palm trees surrounding the lagoon at Pixie Woods.

On July 7, 2023, the City executed a Construction Contract with P31 Enterprises, Inc. of Oroville, CA, as authorized by Council Resolution No. 2023-06-20-1501. The contract, in the amount of $3,791,766.09, is for Citywide tree maintenance, removal of unhealthy trees, stump grinding, and pruning of trees along City streets.

On April 4, 2024, the City Manager approved CCO No. 1, in the amount of $57,497.40, to provide additional palm tree pruning at the Pixie Woods Amusement Park.

Present Situation
Pixie Woods is located at Louis Park, west of Shimizu Drive. The lagoon at Pixie Woods is surrounded by 178 palm trees that lend themselves to the park. While visually appealing, the palm trees have not been maintained in over 70 years.

CCO No. 2 with P31 Enterprises, Inc. will allow for the pruning of 58 palm trees surrounding the lagoon and the pruning of 38 palm trees and brush removal on the two islands inside the lagoon to allow the existing figures within the island to be visible.

Currently, staff is working on assessing the full scope of repairs needed for the train, and the infrastructure needed to make the train fully functional. It is anticipated that it will take about a year to complete the assessment. Staff, along with the Pixie Woods Board, determined that pruning the palm trees is necessary to provide better operational needs for the Pixie Queen boat, one of the park's main attractions. The palm trees drop fronds into the lagoon, floating in the water, and get caught in the motor of the boat.

It is recommended that Council adopt a resolution authorizing the transfer of funds, in the total amount of $148,518.29, to the Pixie Woods Tree Trim and Brush Removal, Project No. WD22013.

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FINANCIAL SUMMARY
With the transfer of funds in the amount of $148,518.29 from the Pixie Woods Improvement, Project No. WP22054, to the Pixie Woods Tree Trim and Brush Removal, Project No. WD22013, there will be sufficient funding to complete the project.

There is no impact to the City’s General Fund or any other unrestricted fund as a result of taking the recommended actions.

Attachment A - Vicinity Map
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;' w Luce St
2i:

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
1" = 646.9013358796719 ft
Print map scale is approximate.

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

PIXIE WOODS TREE TRIM AND BRUSH REMOVAL,
PROJECT NO. WD22013

ATTACHMENT A
472
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION TO TRANSFER FUNDS AND APPROVE CONTRACT CHANGE ORDER NO. 2 FOR THE PIXIE WOODS TREE TRIM AND BRUSH REMOVAL, PROJECT NO.

WD22013
On November 16, 2021, by Resolution No. 2021-11-16-1501, Council allocated funding for Council priority projects, including $250,000.00 for the Pixie Woods Tree Trimming and Brush Removal, Project No. WD22013, and $80,000.00 for the Pixie Woods Irrigation Automation, Project No. WP22038; and
On May 3, 2022, by Resolution No. 2022-05-03-0903, Council allocated an additional $1,100,000.00 for projects at Pixie Woods as part of Council priority projects. Improvements included the carousel, train, and dredging of the lagoon; and On July 7, 2023, by Resolution No. 2023-06-20-1501, Council authorized the executation of a Construction Contract with P31 Enterprises, Inc. of Oroville, CA, for Citywide tree maintenance, removal of unhealthy trees, stump grinding, and pruning of trees along City streets; now, therefore,

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

1. The City Council authorizes the transfer of funds in the amount of $148,518.29 from the Pixie Woods Improvement, Project No. WP22054, to the Pixie Woods Tree Trim and Brush Removal, Project No. WD22013.

2. The City Council approves Contract Change Order No. 2, in the amount of $183,132.61, with P31 Enterprises, Inc. of Oroville, CA, for the Citywide Tree Maintenance, Project No. WE22052.

3. 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 March 18, 2025 .

CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
473
CITY OF STOCKTON Page 1 of 1
March 11, 2025
Fully Executed Form Routing: Original to City Clerk; Copy to Vendor Contract Change Order #: _2_
Resolution/Motion No. __2023-06-20-1501___ Contract No. ______423000716_________ (If not required enter “N/A”) Purchase Order # WE22052 – Citywide Tree Maintenance
Project Number / Project Name / Activity
Original Contract Price $3,791,766.09
Approved Change Order Total $57,497.40
This Change Order $183,132.61
Revised Contract Price $4,032,396.10
TO P31 Enterprises, Inc. (Contractor). You are hereby directed to make the herein-described changes from the plans and specifications or do the following described work not included in the plans and specifications of this contract.

Additional Work Performed for Above Referenced Project
Provide pruning of 58 palm trees located around the lagoons at Pixie Woods at a per-tree price of $958.29 for a total amount of $55,580.82. Provide pruning of 38 palm trees on the islands at Pixie Woods at a per-tree price of $1,916.58 for a total amount of $72,830.04. Provide vegetation removal services for the islands at Pixie Woods Lagoon at a lump sum price of $54,721.75. Work includes hauling and disposal of all materials.

Total amount: $183,132.61
We, the undersigned contractor, have given careful consideration to the change proposed and hereby agree, if this proposal is approved, that we will provide all equipment, furnish all materials, except as may otherwise be noted above, and perform all services necessary for the work above specified, and will accept as full payment, therefore, the prices shown above.

By reason of this proposed change, 0 days extension of time will be allowed.

Accepted Date
P31 Enterprises, Inc.

By
Title
Note: This contract change order is not effective until approved by the City Manager.

APPROVED AS TO FORM & CONTENT:

OFFICE OF THE CITY ATTORNEY
BY
Date:

ATTEST:

KATHERINE ROLAND, CMC, CPMC

CITY OF STOCKTON, CITY CLERK
Internal Approval Routing
Date:

Submitted by: Hung Ho, Project Manager
Date:

Approval by: Nguyet Pham, Department Finance Officer
Date:

Approval by: Rosa Alvarez, Deputy Director
Approval Recommended by:

Date:

Chad Reed, Director
Public Works Department
Change Order Approved By:

Date:

Steve Colangelo, Interim City Manager
EXHIBIT 1
474
City of Stockton
Legislation Text
File #: 25-0273, Version: 1

APPROVE MOTION TO AWARD A PROFESSIONAL SERVICES CONTRACT FOR THE MIRACLE

MILE PEDESTRIAN SAFETY IMPROVEMENTS AND REVITALIZATION PROJECT

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

1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.

2. Award a Professional Services Contract to Siegfried Engineering, Inc. of Stockton, CA, in the amount of $2,194,000 for design of the Miracle Mile Pedestrian Safety Improvements and Revitalization, Project No. WT24043/PLBP-5008(203).

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

Summary
The Miracle Mile is located on Pacific Avenue from Alpine Avenue to Harding Way (Attachment A). In 2022, Assembly Bill (AB) 179 granted $20,000,000 to the City for pedestrian crossing upgrades, public safety improvements, and revitalization of the Miracle Mile.

On November 19, 2024, by Motion No. 2024-11-19-1214, Council approved the Pre-Qualified Design Consulting Firms List for the Miracle Mile Pedestrian Safety Improvements and Revitalization, Project No. WT24043/PLBP-5008(203). Only consulting firms from the pre-qualified list were allowed to submit a design proposal for the project.

On November 26, 2024, the City advertised a Request for Proposals (RFP) to the pre-qualified consulting firms for design of the Miracle Mile Pedestrian Safety Improvements and Revitalization, Project No. WT24043/PLBP-5008(203). On January 21, 2025, all seven pre-qualified consulting firms submitted a proposal for this project. The Selection Committee evaluated the proposals and found Siegfried Engineering, Inc. of Stockton, CA, to be the most qualified firm to perform the scope of work for design services on this project.

It is recommended that Council approve a motion authorizing the City Manager to execute a Professional Services Contract, in the amount of $2,194,000, with Siegfried Engineering, Inc. for design services. It is anticipated that the design will be completed by fall 2026.

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DISCUSSION
Background
The Miracle Mile is located on Pacific Avenue from Alpine Avenue to Harding Way and Harding Way from El Dorado Street to Lincoln Street (Attachment A). In 2022, AB 179 granted $20,000,000 to the City for pedestrian crossing upgrades, public safety improvements, and revitalization of the Miracle Mile. The legislation called for the formation of an Ad Hoc Workgroup comprised of members of the community. This workgroup provided recommendations in a Conceptual Design Report to the City on how to best achieve these safety and revitalization goals. The Conceptual Design Report generally notes improvements relating to public safety, improved pedestrian crossings, lighting enhancements, and other revitalization improvements. The Conceptual Design Report also recommends improvements to Caldwell Park, which is at the northern end of the Miracle Mile.

Present Situation
On November 26, 2024, the City advertised an RFP to the pre-qualified consulting firms for design of the Miracle Mile Pedestrian Safety Improvements and Revitalization, Project No. WT24043/PLBP5008(203). On January 21, 2025, proposals were received from the seven pre-qualified consulting firms:

1. BKF Engineers, Inc. (Sacramento, CA)

2. Bureau Veritas North America, Inc. (Sacramento, CA)

3. RHAA Landscape Architecture & Planning (Mill Valley, CA)

4. RRM Design Group (San Leandro, CA)

5. Siegfried Engineering, Inc. (Stockton, CA)

6. Westwood Professional Services, Inc. (Modesto, CA)

7. Wood Rodgers, Inc. (Sacramento, CA)
The Selection Committee, comprised of Public Works and Economic Development staff, reviewed the proposals and conducted interviews with all seven consulting firms. The evaluation was based on the consulting firm’s understanding of work, experience with similar kinds of projects, team qualifications, project approach, interview performance, and cost. Siegfried Engineering, Inc. and their subconsultant team was ranked as the most qualified firm based on the noted criteria. Staff negotiated a fee in the amount of $2,194,000 with Siegfried Engineering, Inc. for design services.

The fee is approximately 11 percent of the project cost, which is reasonable for a project of this type and complexity.

Siegfried Engineering, Inc.’s proposal includes modeling, master planning, estimating and phasing design for the entire Miracle Mile Pedestrian Safety Improvements and Revitalization project to 30% Plans, Specifications, and Estimates (PS&E). Also, included in the proposal is full 100% design and construction administration services of the first phase of construction. The first phase of construction is defined as the entire use of the $20,000,000 less design and management costs.

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To fully deliver the concepts and desires, the Ad-Hoc Committee proposed in their report additional grant funding will be needed. Siegfried Engineering, Inc.’s service contract includes writing grants to help secure funding to keep the project moving forward. As grant funding is acquired throughout the project, Siegfried Engineering, Inc. will advance the overall project from 30% design to 100% design completion by phases utilizing awarded grant funds.

It is recommended that Council approve a motion authorizing the City Manager to execute a Professional Services Contract in the amount of $2,194,000 to Siegfried Engineering, Inc. for design services of the Miracle Mile Pedestrian Safety Improvements and Revitalization project. It is anticipated that the design will be completed by fall 2026.

Findings
Pursuant to Stockton Municipal Code (SMC) section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. These findings include:

1. The City does not have sufficient staff and expertise to design this project.

2. Use of the RFP process is appropriate for this Professional Services Contract because it relies on the evaluation of professional qualifications and performance as the basis for selection of a vendor. Use of the criteria helps ensure selection of a vendor that will provide the highest quality professional service, which is in the public interest.

3. The City negotiated a contract following solicitation of competitive proposals in accordance with SMC section 3.68.070.A.3.

FINANCIAL SUMMARY
There is sufficient funding available in the Miracle Mile Pedestrian Safety Improvements and Revitalization, Project No. WT24043/PLBP-5008(203), to award a Professional Services Contract in the amount of $2,194,000 to Siegfried Engineering, Inc. of Stockton, CA.

There is no impact to the City’s General Fund or any other unrestricted fund as a result of taking the recommended actions.

Attachment A - Vicinity Map
Attachment B - Professional Services Contract with Siegfried Engineering, Inc.

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YOSEMITE LAKE
PER
ELLIS

HUNTER ST

BIANCHI RD
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Miles

CITY OF

PROJECT

LOCATION

ATTACHMENT A

MIRACLE MILE PEDESTRIAN SAFETY

IMPROVEMENTS AND REVITALIZATION
PROJECT NO. WT24043 / PLBP-5008(203) CALDWELL PARK
478
State Professional Services Contract – SIEGFRIED ENGINEERING, INC. – PROJECT NO. WT24043 / PLBP-5008(203)
(Updated 10/18/23)

PROFESSIONAL SERVICES CONTRACT
(for State funded projects)
THIS CONTRACT is entered into this day of 2025, between the CITY OF STOCKTON, a municipal corporation (“City”), and SIEGFRIED ENGINEERING, INC. whose address is 3428 BROOKSIDE ROAD, STOCKTON, CA 95219 (“Consultant”) for the MIRACLE MILE PEDESTRIAN SAFETY IMPROVEMENTS AND REVITALIZATION (PROJECT NO. WT24043 / PLBP5008(203), hereinafter referred to as “Project”.

RECITALS
A. Consultant represents that it is licensed in the State of California and is qualified, willing and able to provide the services proposed in the SCOPE OF WORK section of this Contract.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Contract.

NOW THEREFORE, in consideration of the mutual promises, covenants and conditions in this Contract, City and Consultant agree as follows:

1. SCOPE OF SERVICES. Subject to the terms and conditions set forth in this Contract, Consultant shall undertake and complete the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A and compatible with the standards of the profession. Consultant agrees that it shall produce a fully complete project that is acceptable to the City.

2. COMPENSATION. City shall pay Consultant for services outlined in Exhibit A according to the fee not to exceed the schedule detailed in Exhibit B, which is attached to this Contract and incorporated by this reference. Consultant agrees this fee is for full remuneration for performing all services and furnishing all staffing and materials called for in the scope of services. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed $2,194,000.00 or as otherwise mutually agreed to in a Contract Amendment.

3. INSURANCE. During the term of this Contract, Consultant shall maintain in full force and effect at its own cost and expense the insurance coverage as set forth in the attached Exhibit D and shall otherwise comply with the other provisions of Exhibit D.

4. INDEMNITY AND HOLD HARMLESS. Pursuant to the full language of California Civil Code §2782, design Professional agrees to indemnify, including the cost to defend, City of Stockton and its officers, officials, employees, and volunteers from

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and against any and all claims, demands, costs, or liability that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Design Professional and its employees or agents in the performance of services under this contract, but this indemnity does not apply to liability for damages arising from the sole negligence, active negligence, or willful acts of the City of Stockton; and does not apply to any passive negligence of the City of Stockton unless caused at least in part by the Design Professional. The City of Stockton agrees that in no event shall the cost to defend charged to the Design Professional exceed that professional’s proportionate percentage of fault. This duty to indemnify shall not be waived or modified by contractual agreement or acts of the parties.

5. SCHEDULE AND TERM. Consultant shall perform the scope of work as described in Exhibit A according to the schedule detailed in Exhibit C, which is attached to this Contract and incorporated by this reference. This contract shall commence on the date written above and shall expire on March 31, 2029, unless extended by mutual agreement through the issuance of a Contract Amendment.

A. Invoices submitted by Consultant to City must contain a brief description of work performed, time used and City project number. Payment shall be made within thirty (30) days of approval of invoice by City.

B. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. City shall have no obligation or liability to pay any invoice for work performed which Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after work is accepted by City.

6. CONFORMANCE TO APPLICABLE LAWS. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Contract on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

A. TITLE VI
Title VI of the Civil Rights Act of 1964 requires that “no person in the United States shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance.” (42 USC Section 2000d).
http://www.dol.gov/oasam/regs/statutes/titlevi.htm.

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The City of Stockton requires compliance with the requirements of Title VI in all of its programs and activities regardless of funding source.

B. DISCRIMINATION AND HARASSMENT POLICY
The City of Stockton has a Discrimination and Harassment Policy (Exhibit E).

The purpose of this policy is to reaffirm the City’s commitment to demonstrating respect for all individuals by strictly prohibiting discrimination and harassment, including sexual harassment in the workplace, to define the types of behavior and conduct prohibited by this policy, and to set forth a procedure for reporting, investigating, and resolving complaints of discrimination and harassment in the workplace.

C. LABOR STANDARDS PROVISIONS/CALIFORNIA LABOR CODE
The bidder shall understand that conditions set forth in Chapter 1, Part 7, Division 2 of the California Labor Code shall be considered part of the contract agreement.
https://leginfo.legislature.ca.gov/faces/codes_displayText.xhtml?lawCode=LA B&division=2.&title=&part=7.&chapter=1.&article=2.

D. PREVAILING WAGE RATES
Consultant and any subcontractor shall pay each employee engaged in the trade or occupation not less than the prevailing hourly wage rate. In accordance with the provisions of Section 1770 of the Labor Code, the Director of Department of Industrial Relations of the State of California has determined the general prevailing rates of wages and employer payments for health and welfare, pension, vacation, travel time, and subsistence pay as provided for in Section 1773.1, apprenticeship or other training programs authorized by Section 3093 and similar purposes applicable to the work to be done. Consultant performing the work under this contract shall obtain a copy of the wage rate determination and shall distribute copies to each subcontractor. As the wage determination for each craft reflects an expiration date, it shall be the prime Consultant and each subcontractor's responsibility to ensure that the prevailing wage rates of concern is current and paid to the employee.
i. The Consultant performing the work shall be responsible for obtaining a copy of the State wage rate determination. State wage rates may be obtained at
http://www.dir.ca.gov/OPRL/pwd/Determinations/Northern/Northern.pdf.

The Consultant shall be responsible for posting said wage rates at a prominent location at the work site and shall maintain same in a good readable condition for the duration of the work.

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ii. Should the Consultant choose to work on a Saturday, Sunday or on a holiday recognized by the Labor Unions, the Consultant shall reimburse the City the actual cost of engineering, inspection, superintendence, and or other overhead expenses which are directly chargeable to the contract. Should such work be undertaken at the request of the City, reimbursement will not be required. To conform strictly with the provisions of Division 2, Part 7, Chapter 1, Article 2, of the Labor Code of the State of California. To forfeit as a penalty to City the sum of TWENTY FIVE AND NO/100 DOLLARS ($25.00) for each laborer, worker, or mechanic employed by Consultant, or by any subcontractor under Consultant, in the execution of this contract, for each calendar day during which any laborer, worker, or mechanic is required or permitted to work more than eight (8) hours and who is not paid the general prevailing rate of per diem wages for holiday and overtime work in violation of the provisions of Sections 1770 to 1781 of the Labor Code of the State of California. That all sums forfeited under the provisions of the foregoing sections shall be deducted from the payments to be made under the terms of this contract.
iii. PAYROLL RECORDS The Consultant to whom the contract is awarded shall ensure that the prime and each subcontractor will, in accordance with Section 1776 of the Labor Code, maintain certified payroll records. A copy of said records shall be provided with each invoice to the Public Works Department, Attention: Contract Compliance Officer. It shall be the Consultant’s responsibility to obtain copies of the current prevailing wage rate determination for all subcontractors. Additionally, certified payroll records must be uploaded to the DIR website as required by labor code.
iv. APPRENTICESHIP STANDARDS The Consultant shall comply with the provisions established in Section 1777.5 of the Labor Code concerning the 1) certified approval by local joint apprenticeship committees for the employment and training of apprentices, and 2) contribution of funds to administer and conduct apprenticeship programs, if applicable to the job.

E. APPENDIX E OF THE TITLE VI ASSURANCES
During the performance of this contract, the contractor, for itself, its assignees, and successors in interest agrees to comply with Appendix E of the Title VI Assurances attached as Exhibit F.

F. SANCTIONS

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Deliverables must conform with all applicable federal, state, and local laws. Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned persons or entities.

7. RIGHTS AND DUTIES OF CITY. City shall make available to Consultant all data and information in the possession of City which both parties deem necessary to complete the work, and City shall actively aid and assist Consultant in obtaining such information as may be deemed necessary from other agencies and individuals.

8. OBLIGATIONS OF CONSULTANT. Throughout the term of this Contract, Consultant represents and warrants that it has or will have at the time this Contract is executed, all licenses, permits, qualifications, insurance, and approvals of whatsoever nature which are legally required for the Consultant to practice its professions, and Consultant shall, at its own cost and expense, keep in effect during the life of this Contract all such licenses, permits, qualifications, insurance, and approvals. Consultant shall meet with the Public Works Director or other personnel of City or third parties as necessary on all matters connected with the carrying out of Consultant’s services. Such meetings shall be held at the request of either party hereto. Consultant further warrants that it will follow the best current, generally accepted and professional practices to make findings, render opinions, prepare factual presentations, and provide professional advice and recommendations regarding this project.

9. OWNERSHIP OF WORK. All reports, drawings, designs, plan review comments, work product, and all other documents completed or partially completed by Consultant in the performance of this Contract shall become and remain the property of the City. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. All materials shall be delivered to the City upon completion or termination of the work under this Contract. If any materials are lost, damaged, or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Consultant shall keep materials confidential.

Materials shall not be used for purposes other than performance of services under this Contract and shall not be disclosed to anyone not connected with these services unless the City expressly provides prior written consent.

10. CONTRACT AMENDMENTS. City reserves the right to make such alterations as may be deemed necessary or advisable and to require such extra work as may be required for the proper completion of the work contemplated by Consultant. Any such changes will be set forth in a Contract Amendment which will specify, in addition to the work done in connection with the change made, adjustment of contract time, if any, and the basis of compensation for such work. A Contract Amendment will not become effective until approved by the authorized City official.

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11. TERMINATION. The City may terminate this Contract upon thirty (30) calendar days written notice to Consultant with the reason for termination stated in the notice. The Contract shall then be deemed terminated and no further work shall be performed by Consultant. If the Contract is so terminated, the Consultant shall be paid for that percentage of work actually completed at the time the notice of termination is received.

12. CONSULTANT STATUS. In performing the obligations set forth in this Contract, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees, and are not agents of the City. Subcontractors shall not be recognized as having any direct or contractual relationship with the City. The persons engaged in the work, including employees of subcontractors and suppliers, will be considered employees of Consultant. The Consultant shall be responsible for the work of subcontractors, which shall be subject to the provisions of this Contract. The Consultant is responsible to the City for the acts and omissions of its subcontractors and persons directly or indirectly employed by them.

A. If in the performance of this Contract any third persons are employed by Consultant, such persons shall be entirely and exclusively under the direction, supervision, and control of Consultant. All terms of employment including hours, wages, working conditions, discipline, hiring, and discharging or any other term of employment or requirement of law shall be determined by Consultant.
i. It is further understood and agreed that Consultant must issue W-2 forms or other forms as required by law for income and employment tax purposes for all of Consultant’s personnel.
ii. As an independent contractor, Consultant hereby indemnifies and holds City harmless from any and all claims that may be made against the City based upon any contention by any third party that employeremployee relationship exists by reason of this Contract.

13. ASSIGNMENT. Consultant shall not assign, sublet, or transfer this Contract or any interest or obligation in the Contract without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing.

Consultant shall be solely responsible for reimbursing subcontractors.

14. HEADINGS NOT CONTROLLING. Headings used in the Contract are for reference purposes only and shall not be considered in construing this Contract.

15. NOTICES. Any and all notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

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To Consultant: Siegfried Engineering, Inc. To City: Public Works Director 3428 Brookside Road City of Stockton
Stockton, CA 95219 22 E. Weber Ave., Rm. 301
Stockton, CA 95202

16. LICENSES, CERTIFICATIONS, AND PERMITS. Prior to the City’s execution of this Contract and prior to the Consultant’s engaging in any operation or activity set forth in this Contract, Consultant shall obtain a City of Stockton business license, which must be kept in effect during the term of this Contract. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Contract.

17. RECORDS AND AUDITS. City reserves the right to periodically audit all charges made by Consultant to City for services under this Contract. Upon request, Consultant agrees to furnish City, or a designated representative, with necessary information and assistance.

Consultant agrees that City or its delegate shall have the right to review, obtain, and copy all records pertaining to performance of the Contract. Consultant agrees to provide City or its delegate with any relevant information requested, and shall permit City or its delegate access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purposes of determining compliance with this Contract.

Consultant agrees to maintain such records for a period of three years from the date that final payment is made.

18. CONFIDENTIALITY. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

19. CONFLICTS OF INTEREST. Consultant covenants that other than this Contract, Consultant has no financial interest with any official, employee, or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner or degree by the performance of Consultant’s services under this Contract. If such an interest arises, Consultant will immediately notify City.

20. WAIVER. In the event either City or Consultant at any time waive any breach of this Contract by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Contract, whether of the same or of any other covenant, condition, or obligation.

21. GOVERNING LAW. California law shall govern any legal action pursuant to this Contract with venue for all claims in the Superior Court of the County of San

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Joaquin, Stockton Branch or, where applicable, in the federal District Court of California, Eastern District, Sacramento Division.

22. NO PERSONAL LIABILITY. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by City or for any amount due Consultant.

23. INTEGRATION AND MODIFICATION. The response by Consultant to the Request for Proposals and the Request for Proposals on file with the City Clerk are hereby incorporated herein by reference to the extent that such documents do not differ from the provisions and terms of this Contract that shall supersede such response to Request for Proposals. This Contract represents the entire integrated agreement between Consultant and City, supersedes all prior negotiations, representations, or agreements, either written or oral, between the parties, and may be amended only by written instrument signed by Consultant and City. All exhibits and this contract are intended to be construed as a single document. Should any inconsistency occur between the specific terms of this Contract and the attached exhibits, the terms of this Contract will prevail.

24. STATE CONTRACT PROVISIONS. Consultant shall comply with the State Funded Consultant Contract Provisions which are attached hereto as Exhibit “G” and incorporated herein by this reference.

25. SEVERABILITY. The provisions of this Contract are severable to the extent that should any of its provisions or terms be declared void in whole or in part by operation of law or agreement of the parties, the remainder of the provisions or terms not expressly declared void shall remain enforceable and in full effect.

26. THIRD PARTY RIGHTS. Nothing in this Contract shall be construed to give any rights or benefits to anyone other than City and Consultant.

27. AUTHORITY. The undersigned hereby represent and warrant that they are authorized by the parties to execute this Contract. //
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IN WITNESS WHEREOF: the parties have executed this Contract the day and year first hereinabove written.

CITY OF STOCKTON SIEGFRIED ENGINEERING, INC.

By: By:

STEVE COLANGELO Signature

INTERIM CITY MANAGER
ATTEST:

Print Name
By: ______
KATHERINE ROLAND, CMC, CPMC Title:

CITY CLERK
APPROVED AS TO FORM:

By:

ASSISTANT CITY ATTORNEY

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DETAILED WORK PLAN | MIRACLE MILE SAFETY IMPROVEMENTS
TASK 1.1 BACKGROUND RESEARCH
Siegfried and the design team will review and be familiar with the Miracle Mile Conceptual Design Report, City of Stockton 2040 General Plan, City of Stockton Bicycle Master Plan, and other City transportation plans, programs, and projects. Siegfried will visit the project site to conduct a field reconnaissance of the project area. Siegfried will research and review documents pertinent to existing topographic mapping, photos, right of way maps, “as-built” plans, record maps, surveys, assessor maps, local street improvement plans, collision reports, sight distance, approach speed, total pedestrians and vehicle volumes, truck volumes, and other geometrical and operational characteristics for the project. Siegfried will also review and verify the location and type of existing improvements, equipment, bus zone locations, intersection geometrics, posted speed limit, and bus route movements. The City has gathered available as-built drawings, which will be utilized as a basis for the survey data collection.

The City may have missing or incomplete information, and it will be the responsibility of Siegfried to obtain any other information or data necessary to complete this task. Siegfried will also conduct field survey that includes collecting topographic information and locating and referencing any survey monumentation to be compromised by the project. Corner records will be required to address and reset all survey monumentation within the project area that may be impacted by construction activities and the plans and specifications will require the construction surveyor to create and file said monuments.

Siegfried will perform a field topographical and property survey and map the project corridor from face of building to face of building along the corridor, from approximately 200’ north of Monterey to Harding Way. Siegfried will also include mapping cross streets 150’ each side of the main corridor, with the exception of Tuxedo which will extend to Beverly Place. Final delivery will be an acad.dwg file as well as TIN & DTM Surface files. Included in the deliverables will be a .2’ color orthophoto. This image will be delivered as a .TIFF with a .TFW world file and shown in the background of the PRP.

Siegfried will utilize a subconsultant, Subdynamics, to provide ground penetrating radar or similar technique to positively identify utility locations. Up to five (5) days of locating are included. The plans will illustrate existing structures, as well as rim and invert elevations for all underground and above ground utilities that conflict with or will be directly a;ected by the project improvements. Siegfried will also review and communicate with utilities for any relocations and conflicts, see Task 1.2 for additional scope.

Siegfried will conduct detailed analysis in the following technical areas:

Transportation Analysis: Review and identify any missing transportation data to examine access management, mobility, parking, transit options, safety, multimodal connections, circulation issues of all modes, etc. Consider findings from past studies while identifying issues related to, but not confined to access management, intersection design, bicycle and pedestrian safety, and right-of-way. Perform any additional planning-level tra;ic analysis as necessary within the right-of-way.

This phase of work will specifically establish the baseline existing conditions which will be expanded upon in Task 3.1 with the Concept Design and Transportation Operational Analysis.

Data Collection
Siegfried will collect the following data for use in the analysis:
• Weekday (Thursday / Friday) and weekend (Saturday) 24-hours roadway segment vehicle classification count and speed data at the following segments:
• Pacific Avenue between W Alpine Avenue and Dorris Place (W Cleveland Street) • Pacific Avenue between Dorris Place (W Cleveland Street) and W Harding Way
• W Harding Way between N Lincoln Street and Pacific Avenue EXHIBIT A Page 10 of 72 ATTACHMENT B
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• W Harding Way between Pacific Avenue and N El Dorado Street Weekday (Thursday / Friday) and weekend (Saturday) peak hours (up to 12 hours over the selected two days) tra;ic count data, including passenger vehicle, heavy vehicle, bicycle, and pedestrian counts, at the following intersections:
• Pacific Avenue / W Alpine Avenue
• Pacific Avenue / W Monterey Avenue
• Pacific Avenue / Regent Court
• Pacific Avenue / W Castle Street
• Pacific Avenue / Tuxedo Court
• Pacific Avenue / Dorris Place (W Cleveland Street)
• Pacific Avenue / W Harding Way
• N Lincoln Street / W Harding Way
• N Commerce Street / W Harding Way
• N Center Street / W Harding Way
• N El Dorado Street / W Harding Way
The 12 hours will be determined based on the analysis of 24-hour roadway segment counts collected during weekday and weekend to identify peak travel times. The data will encompass the weekday AM, midday, and PM peak periods, as well as one weekend peak period.

Current tra;ic signal timing plans for signalized study intersections, provided by the City Planned roadway geometrics and tra;ic controls, provided by the City Collision history – most recent 5-year period using from the UC Berkeley SafeTREC Transportation Injury Mapping System (TIMS) data
Existing Conditions, LOS Analysis, and Active Transportation Facilities Analysis The team will analyze the listed study intersections under existing conditions. The team will use SimTra;ic 10 simulation software to apply methodologies documented in the Highway Capacity Manual, 7th Edition (Transportation Research Board, 2022) to analyze AM and PM peak hour intersection operations. Analysis results will include intersection level of service, control delay, travel time, and maximum queue lengths for key turn movements. The SimTra;ic simulations will be calibrated to the observed intersection volumes (i.e., percent demand served) and observed maximum queues.

The team will evaluate the existing active transportation facilities within the study area and conduct a comprehensive safety assessment. This will include documenting the current active transportation infrastructure, updating the level of tra;ic stress analysis, reviewing existing transit routes and stops serving the Miracle Mile study area, and assessing bicycle and pedestrian activity, including street crossings. As part of the safety assessment the team will review and analyze all fatal and injury collisions, as well as collisions involving bicycles and pedestrians for the last five years, within the Miracle Mile study area.

Special attention will be given to potential issues such as sight distance at certain intersections, high vehicular travel speeds, fleet mix, and other physical constraints that may impact multimodal activities.

Findings for this task will be documented in a technical memorandum, provided to City sta; for one round of review and comment. Where appropriate, the document will be graphically enhanced with high-level cross sections, sketches, and maps.

Right-of-Way/Utilities Analysis: Gather and examine data on existing right-of-way and utilities to assess capacity and deficiencies relative to the envisioned access management, intersection improvements, and bicycle/pedestrian facilities.

Identify areas that may require right-of-way acquisition and/or utility relocation.

EXHIBIT A Page 11 of 72 ATTACHMENT B
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Pavement Condition Assessment: Review and identify existing pavement sections and conditions, calculate tra;ic index, identify prioritized listing of areas of failure, and provide rehabilitation and/or resurfacing options with a cost analysis as appropriate. The scope of the assessment will be the following:

Field Exploration
We assume no encroachment permit fees will be required for this City project. However, we will provide a tra;ic control plan to the City of Stockton informing the tra;ic control devices intended for the field explorations. Prior to initiating our field explorations, we will mark the work area with white paint and contact Underground Service Alert (USA) for utility clearance. We have not included fee allowance for hiring an underground utility locator service. We will not take responsibility for damage to underground utilities that are not accurately located within our exploratory locations.

Corings
Following the utility clearance, we will advance one 6 to 8 inch deep core every 350 to 400 feet, below the existing ground surface (bgs) with additional hand auguring below the existing aggregate base layer to evaluate subgrade soils. During our exploration, a representative from this firm will oversee the testing and collect samples. A continuous log will be maintained including the materials, thickness, drilling conditions, and the identification of any soils encountered. The bulk samples collected will be sealed to prevent moisture loss and transported to the laboratory for testing and analysis. The existing asphalt concrete thickness will be determined.

We intend to locate the corings by pacing from known features which is normally of su;icient accuracy for such work. We have not included in our scope a budget for an accurate survey for the boring locations. The actual depths and number of borings may be revised in the field based on the conditions encountered in the various locations, or as requested by the City or the reviewing agency.

Locations will be presented to you prior to work being performed. Given the borings will be located with the paved roadways, we will provide tra;ic control devices per the California Manual for Uniform Tra;ic Control Devices (MUTCD).

We assume that the core locations will be backfilled in the hole and the surface topped with cold patch asphalt.

Report
The results of the field exploration, any laboratory tests, and engineering analysis will be presented in a design level report prepared in accordance with the direction of a California Registered Geotechnical Engineer that will include the following:
• Summarize results of field exploration
• Summarize results of laboratory testing
• Conclusions and comments on applicable and proposed pavement grind and HMA overlay, dig out and replace, rigid concrete, pavers, or other applicable treatment methods for each application • Graphics including a scaled site plan, coring location map, and coring logs, etc. • Appendices containing results of our field exploration and laboratory testing.

Lighting and CCTV Camera Analysis: Prepare an isolux diagram for corridor and Caldwell Park, based on existing lighting conditions. This will be done using AutoLux and will plot lighting levels to the nearest 0.1 ft-cdl. Existing light type and wattage will be provided by the City. Evaluate the viability and cost of a corridor wide security camera system and the cost. Siegfried will provide recommendations that will provide a short-term impact on areas that need increased lighting and security levels.

A lighting full concept plan will be developed in Task 3.1.

Arborist’s Report: Given the age and condition of the street trees and their importance in the character of the corridor, Siegfried will prepare an arborist’s report under the supervision of a certified arborist. The report will address tree species, size, health, and the presence of disease or infestation.

TASK 1.2 UTILITY COORDINATION
EXHIBIT A Page 12 of 72 ATTACHMENT B
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Siegfried will work with all pertinent utilities to identify utility conflicts, coordinate utility plan reviews, conduct necessary coordination meetings, and locate designed improvements as required to facilitate utility relocations. Siegfried will coordinate with all utilities in accordance with Caltrans “Manual on High and Low Risk Underground Facility within Highway Rights of Way.” The objective is to eliminate any conflicts encountered during construction, which would pose construction delays or claims.

Siegfried will be responsible for performing utility investigations and coordination with utility owners throughout the project development process. Siegfried will be present at all necessary meetings with each utility owner. Siegfried will be responsible for, but not limited to, the following:

The City has already sent Utility Letters “A” to utility owners within the project limits and have received their respective utility maps, however the City has not received a response from California Water Service. Siegfried will assist the City with obtaining utility information from them.

Prepare Utility Letter “B” during 60% design phase to the a;ected utility owners for City to review and approve prior to transmitting to utility owners. Electronic copies of the 60% plans will be provided to each utility owner as an attachment to the letter. The letter will request that utility owners verify any utility conflicts with proposed improvements and indicate whether any future utilities are proposed in the area that may require accommodation through the improved area. Information on existing utilities obtained as a result of the “B” letter will be used to determine potential utility conflicts and to resolve the conflicts identified. A copy of the utility data obtained from utility owners will be provided to the City and the originals will be filed in the project files.

Prepare Utility Letter “C” during 100% design phase to the a;ected utility owners for City to review and approve prior to transmitting to utility owners. Electronic copies of the 100% plans will be provided to each utility owner as an attachment to the letter. The letter will indicate to the utility owners whether any changes have been made to the project plans since the Utility Letter “B” and will request written confirmation of utility relocations and utility relocation schedule. A copy of the utility data obtained from utility owners will be provided to the City and the originals will be filed in the project files.

Siegfried will meet with utility companies as needed to ensure that conflicts are identified, and relocations are performed if necessary. Siegfried will research City’s sanitary sewer and storm utilities within the project limits to see if any major improvements or relocations are required prior to or as part of this project and will coordinate with City of Stockton Municipal Utilities Department.

Utility locating is included. Siegfried will prepare a plan for identifying and obtaining the horizontal and vertical location of utilities within the project limits during the design phase. Ground penetrating radar or similar technique for positively locating underground utilities is proposed.

Task 2.1 CEQA Services
The project is currently funded by Priority Legislative Budget Projects (PLBP) State funds, and the City plans to pursue other state and federal grant opportunities to fund additional construction needs. Therefore, National Environmental Policy Act (NEPA) compliance is required through Caltrans District 10 O;ice of Local Assistance. California Environmental Quality Act (CEQA) will also be required. Siegfried will prepare environmental documents including technical studies, documents, and reports as required to obtain CEQA and NEPA clearance during the preliminary engineering phase. Siegfried will also be responsible for identifying all required permits and completing all necessary paperwork to obtain them.

Project Initiation and Background Research
At project initiation, ESA will review applicable planning documents and associated program-level CEQA documents, such as the current City General Plan, the San Joaquin County Multi-Species Habitat Conservation and Open Space Plan (SJMSCP), and other planning and environmental documents pertinent to the project, with the goal of identifying potential opportunities EXHIBIT A Page 13 of 72 ATTACHMENT B
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to reference or rely upon previously completed e;orts, and to limit potential for redundancy and/or conflicts with previously approved documentation.

CEQA Documentation
ESA will prepare an IS/MND, in a format desired by the City. The IS/MND will evaluate the build alternative plus the “no build” alternative, and will include an Environmental Project Description based on information provided by the project team. An Environmental Checklist (Appendix G of the CEQA Guidelines) will be completed to assess the level of significance of potential impacts. Each topic area will present the standards of significance; describe the a;ected environment; describe data sources and technical analyses used for the CEQA analysis; discuss project-specific impacts; identify if any potentially significant impacts where previously examined in applicable program-level CEQA documents; identify applicable mitigation measures from applicable program-level CEQA documents; identify additional mitigation measures, if necessary, and identify the impact level of significance following application of mitigation measures.

The analysis completed in the IS/MND will be supported by various technical investigations and studies that will be completed to examine in detail any potential impacts and recommended avoidance, minimization, and mitigation measures. Key technical investigations will include:

Historic, Cultural and Tribal Resources
ESA will contact the Native American Heritage Commission to request information on known sacred sites in the project vicinity and draft letters for the City to send to Native American tribes who have requested consultation in compliance with Public Resources Code Section 21080.3(b). The results of any Native American consultation, which would be completed by the City, will provide the basis for the tribal cultural resources section of the CEQA document.

ESA will also complete a records search at the California Historical Resources Information System’s Central California Information Center (CCIC) to identify known locations of archaeological and historic resources. An ESA archaeologist will conduct a surface pedestrian survey of the project corridor to identify any archaeological resources, if present. ESA will then examine the potential impacts of the project on archaeological resources, and identify mitigation measures to reduce project’s impacts to below the level of significance, if needed. This scope does not include a subsurface study to test for the presence of buried archaeological resources; if deemed necessary these tasks would be scoped separately.

To address historic architectural resources, ESA will screen for historic-age buildings and structures in the project corridor and examine the conceptual project plans to identify if any historic-age buildings or structures may be impacted by the project.

ESA will evaluate the potentially impacted buildings and structures (up to five [5]) to determine if any would qualify as an “historical resource” pursuant to CEQA. ESA will then examine if the project would cause a substantial adverse change in the significance of the historical resource pursuant to CEQA, and identify avoidance or mitigation measures to reduce the project’s impacts to below the level of significance, if feasible.

Phase I Initial Site Assessment
ESA will prepare a Phase I Initial Site Assessment (Phase I ISA) in general accordance with the Caltrans SER Chapter 10 requirements and the American Society for Testing and Materials (ASTM) Standard Practice for Environmental Site Assessments: Phase I Environmental Site Assessment Process (ASTM E1527-21), and the U.S. Environmental Protection Agency (EPA) Final Rule regarding Standards and Practices for All Appropriate Inquiries (70 Federal Register [FR] 66070, July 1, 2005; 40 Code of Federal Regulations [CFR] Part 312) (AAI Rule). To support completion of the Phase I ISA, ESA will review regulatory agency and other records to help identify site conditions, conduct a physical setting review, review historic land use, conduct a site reconnaissance and vicinity survey, and conduct interviews of past and present owners or occupants of the subject property, if possible.

Following these investigations, ESA will prepare a Phase ISA Report to document the results of the investigations and recommendations. The report will include findings, opinions, conclusions, and significant data gaps, if any, that could a;ect the identification of Recognized Environmental Conditions at the subject property. If the ISA identifies any such gaps in the EXHIBIT A Page 14 of 72 ATTACHMENT B
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records, they will be disclosed and discussed, including by identifying sources consulted to address them and comment upon their significance with regard to the ability to identify conditions indicative of releases and threatened releases of hazardous substances on, at, in, or to the subject property. The Phase I ISA will include illustrations and pertinent regulatory agency documentation regarding the subject property.

Whenever appropriate, ESA will seek to complete CEQA investigations and documentation with NEPA requirements in mind, and/or in the format required by the Caltrans Standard Environmental Reference (SER), so that they may be relied upon to also support NEPA review in the most streamlined and e;icient way possible.

Other topic areas that will be examined in the CEQA document will include Aesthetics, Agriculture and Forestry Resources, Air Quality, Biological Resources, Energy, Geology and Soils, Greenhouse Gas Emissions, Hydrology and Water Quality, Land Use and Planning, Mineral Resources, Noise, Population and Housing, Public Services, Recreation, Transportation, Tribal Cultural Resources, Utilities and Service Systems, Wildfire, and Mandatory Findings of Significance.

ESA will prepare an Administrative Draft IS/MND for review by the project team and City. Following internal review of the Administrative Draft IS/MND, ESA will review the project team and City’s comments and make changes as necessary, resulting in a Public Draft IS/MND that is ready for distribution. ESA will prepare the Notice of Completion (NOC) and Notice of Intent to Adopt (NOI) for review by the City. ESA will then submit the Draft IS/MND along with the NOC and NOI to the State Clearinghouse (electronic submittal).

At the close of the anticipated 30-day public review period, ESA will prepare a Final IS/MND by preparing responses to comments, and errata outlining any recommended changes to the text of the Public Draft IS/MND, the Mitigation Monitoring or Reporting Plan (MMRP), and Notice of Determination (NOD). ESA will support City sta; with acceptance and certification of the document by City Council by assisting City sta; with presentation materials for City Council review and attending the adoption hearing. It is assumed the City will prepare the project Findings. Within five days of the adoption of the IS/MND, ESA will file the NOD with the State Clearinghouse.

TASK 2.2 – NEPA DOCUMENTATION
ESA will prepare a PES Form followed by various technical studies for use by Caltrans District 10 Division of Local Assistance in completing NEPA review and approval for the project, which is expected to be a Categorical Exclusion (CE). The analysis completed for the CE determination will be supported by the applicable technical investigations and studies prepared to support the CEQA review, as described above, plus additional plus additional studies and consultations specific to NEPA as follows:

Section 106 Compliance
In addition to the notifications and cultural resources investigations completed to support CEQA, ESA will complete investigations and documentation specific to the requirement of Section 106 of the National Historic Preservation Act (Section 106). This would include preparation of cultural resources documentation in the format required by Caltrans, which would consist of an Area of Potential E;ect (APE) map, a Historical Property Survey Report (HPSR), Archaeological Survey Report (ASR), and Historic Resources Evaluation Report (HRER).

This scope assumes a finding of No Historic Properties or No Adverse E;ect to Historic Properties. If the finding is that of Historic Properties A;ected, additional documentation including a Memorandum of Agreement and Historic Properties Treatment Plan may be required, which would be scoped under a separate agreement.

Visual Impact Assessment
To assess the potential for the project to substantially change the visual environmental of the corridor, specifically as it relates to potential that may a;ect historic resources in the project area, ESA will complete a Moderate Visual Impact Assessment Memo. The assessment will include photographs and description of the project area’s existing visual character, description of the anticipated changes to the visual environment that may occur from the project, including up to three photo-realistic visual EXHIBIT A Page 15 of 72 ATTACHMENT B
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State Professional Services Contract – SIEGFRIED ENGINEERING, INC. – PROJECT NO. WT24043 / PLBP-5008(203)
(Updated 010/18/23)

RECITALS
A. Consultant represents that it is licensed in the State of California and is qualified, willing and able to provide the services proposed in the SCOPE OF WORK section of this Contract.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Contract.

NOW THEREFORE, in consideration of the mutual promises, covenants and conditions in this Contract, City and Consultant agree as follows:

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and against any and all claims, demands, costs, or liability that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Design Professional and its employees or agents in the performance of services under this contract, but this indemnity does not apply to liability for damages arising from the sole negligence, active negligence, or willful acts of the City of Stockton; and does not apply to any passive negligence of the City of Stockton unless caused at least in part by the Design Professional. The City of Stockton agrees that in no event shall the cost to defend charged to the Design Professional exceed that professional’s proportionate percentage of fault. This duty to indemnify shall not be waived or modified by contractual agreement or acts of the parties.

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The City of Stockton requires compliance with the requirements of Title VI in all of its programs and activities regardless of funding source.

B. DISCRIMINATION AND HARASSMENT POLICY
The City of Stockton has a Discrimination and Harassment Policy (Exhibit E).

The Consultant shall be responsible for posting said wage rates at a prominent location at the work site and shall maintain same in a good readable condition for the duration of the work.

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ii. Should the Consultant choose to work on a Saturday, Sunday or on a holiday recognized by the Labor Unions, the Consultant shall reimburse the City the actual cost of engineering, inspection, superintendence, and or other overhead expenses which are directly chargeable to the contract. Should such work be undertaken at the request of the City, reimbursement will not be required. To conform strictly with the provisions of Division 2, Part 7, Chapter 1, Article 2, of the Labor Code of the State of California. To forfeit as a penalty to City the sum of TWENTY FIVE AND NO/100 DOLLARS ($25.00) for each laborer, worker, or mechanic employed by Consultant, or by any subcontractor under Consultant, in the execution of this contract, for each calendar day during which any laborer, worker, or mechanic is required or permitted to work more than eight (8) hours and who is not paid the general prevailing rate of per diem wages for holiday and overtime work in violation of the provisions of Sections 1770 to 1781 of the Labor Code of the State of California. That all sums forfeited under the provisions of the foregoing sections shall be deducted from the payments to be made under the terms of this contract.
iii. PAYROLL RECORDS The Consultant to whom the contract is awarded shall ensure that the prime and each subcontractor will, in accordance with Section 1776 of the Labor Code, maintain certified payroll records. A copy of said records shall be provided with each invoice to the Public Works Department, Attention: Contract Compliance Officer. It shall be the Consultant’s responsibility to obtain copies of the current prevailing wage rate determination for all subcontractors. Additionally, certified payroll records must be uploaded to the DIR website as required by labor code.
iv. APPRENTICESHIP STANDARDS The Consultant shall comply with the provisions established in Section 1777.5 of the Labor Code concerning the 1) certified approval by local joint apprenticeship committees for the employment and training of apprentices, and 2) contribution of funds to administer and conduct apprenticeship programs, if applicable to the job.

F. SANCTIONS

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Deliverables must conform with all applicable federal, state, and local laws. Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned persons or entities.

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Consultant shall be solely responsible for reimbursing subcontractors.

14. HEADINGS NOT CONTROLLING. Headings used in the Contract are for reference purposes only and shall not be considered in construing this Contract.

15. NOTICES. Any and all notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

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State Professional Services Contract – SIEGFRIED ENGINEERING, INC. – PROJECT NO. WT24043 / PLBP-5008(203)
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To Consultant: Siegfried Engineering, Inc. To City: Public Works Director 3428 Brookside Road City of Stockton
Stockton, CA 95219 22 E. Weber Ave., Rm. 301
Stockton, CA 95202

Consultant agrees to maintain such records for a period of three years from the date that final payment is made.

18. CONFIDENTIALITY. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

21. GOVERNING LAW. California law shall govern any legal action pursuant to this Contract with venue for all claims in the Superior Court of the County of San

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Joaquin, Stockton Branch or, where applicable, in the federal District Court of California, Eastern District, Sacramento Division.

22. NO PERSONAL LIABILITY. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by City or for any amount due Consultant.

24. STATE CONTRACT PROVISIONS. Consultant shall comply with the State Funded Consultant Contract Provisions which are attached hereto as Exhibit “G” and incorporated herein by this reference.

26. THIRD PARTY RIGHTS. Nothing in this Contract shall be construed to give any rights or benefits to anyone other than City and Consultant.

27. AUTHORITY. The undersigned hereby represent and warrant that they are authorized by the parties to execute this Contract. //
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IN WITNESS WHEREOF: the parties have executed this Contract the day and year first hereinabove written.

CITY OF STOCKTON SIEGFRIED ENGINEERING, INC.

By: By:

STEVE COLANGELO Signature

INTERIM CITY MANAGER

ATTEST:

Print Name
By: ______
KATHERINE ROLAND, CMC, CPMC Title:

CITY CLERK
APPROVED AS TO FORM:

By:

DEPUTY CITY ATTORNEY

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simulations depicting the project area after construction of the project, an analysis of the significance of the change in the visual setting, and identification of mitigation measures that would reduce potentially significant impacts.

A Moderate Visual Impact Assessment (Moderate VIA) will be prepared to document the analysis and results.

Community Impacts Assessment Memo
To address potential impact to community resources such as on-street parking and property access during project construction and operation, as well as to examine potential e;ects to low-income or minority populations, ESA will prepare a Community Impact Assessment Memo.

Section 4(f) de Minimis Documentation
ESA will evaluate the project’s “use” of Section 4(f) resources in the project area, which consist of Caldwell Park, to comply with the requirements of Section 4(f) of the Department of Transportation Act of 1966. It is assumed that improvements, lighting, safety and other amenities to be installed by the project would result in a de Minimis use of the park. ESA will notify the resources’ Owner(s) With Jurisdiction (OWJ) of the proposed use of the facility, and coordinate with the OWJ to obtain their written concurrence with the de Minimis finding. ESA will document the applicability of the de Minimis finding in a memorandum that examines all the elements required under the Caltrans NEPA Assignment Tracking Worksheet for Section 4(f) de Minimis finding, including written concurrence from the OWJ, and provide the memo to Caltrans for their use in making the Section 4(f) de Minimis finding for the project.

Following Caltrans approval of the various technical studies, ESA will prepare a Categorical Exclusion/Categorical Exemption Form (CE/CE Form) and an Environmental Commitments Record (ECR) for Caltrans’ use in approving NEPA for the project, and coordinate with Caltrans to obtain their approval of the NEPA CE determination.

Deliverables:
• PES Form and attendance at Field Review Meeting with Project Manager and Architectural Historian. • Environmental technical studies: Phase I ISA, Historic Property Survey Report/Historic Resources Evaluation Report/Archaeological Survey Report, Moderate Visual Impact Assessment, Community Impacts Assessment Memo, Section 4(f) de Minimis Memo.
• Administrative Draft IS/MND, Administrative Final IS/MND, and all associated notices for internal reviews. • Public review-ready PDF of Draft IS/MND and associated notices suitable for posting on the City’s website and at the State Clearinghouse, and for electronic transmittal to interested parties and/or a circulation list. • Up to five hard copies of Draft IS/MND for posting at physical locations desired by the City. • Final IS/MND, MMRP and associated notices.
• NEPA CE/CE Form and Environmental Commitments Record.

Assumptions:

The environmental analysis will be completed for the full build-out of project; • It is assumed that acquisition of regulatory permits will not be required due to absence of regulated resources in the project area (e.g., jurisdictional waters/wetlands, special status species, etc.). • Unless otherwise specified, each deliverable will be reviewed up to five times as follows: 1) design team/prime review; 2) City of Stockton sta9 first review; 3) Caltrans first review; 4) Caltrans final review/approval; 5) City of Stockton sta9 final review/approval. Reviews by multiple people/divisions within each agency will be consolidated into a single, compiled set of reviews for each agency before providing comments to ESA. • Accessible formatting pursuant to the Revised Section 508 standards of the federal Rehabilitation Act of 1973 will not be required.
• Environmental documents will be completed pursuant to guidance and regulations current as of the date of this proposal submittal (December 2024). If guidance or regulations change prior to final approval of documents and EXHIBIT A Page 16 of 72 ATTACHMENT B
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permits that a9ect ESA’s scope of work, ESA will notify Siegfried and the City of Stockton immediately and additional services will be provided under an amended contract.
• Copies of previously prepared environmental documentation for review would be publicly accessible and/or provided by the City and/or cooperating agencies involved in the project. • The project will be programmed into the current, conforming San Joaquin Council of Governments (SJCOG) Regional Transportation Plan & Sustainable Communities Strategy (RTP/SCS) and the SJCOG Regional Transportation Improvement Plan (RTIP) prior to initiating PES form preparation. • The City will post environmental documents and associated notices to their website for public review. • Siegfried, in cooperation with ESA, the project team, and the City, will develop a circulation list to send the NOI to and transmit the NOI; NOIs will be circulated electronically. • The City will publish the NOI in a local newspaper.
• City will send the NOI, NOC, and NOD to the County Clerk’s o9ice for posting and pay for any submittal or posting fees, such as the CDFW fee and County Clerk filing fee. • It is assumed that up to five substantive comments will be received on the Public Draft Environmental Document. • City sta9 will prepare the project findings for City Council approval, and the Final IS/MND will be approved and adopted by the City Council during one hearing.
• Completion of an SJVAPCD Air Impact Assessment (AIA) Application pursuant to Rule 9510 would be completed prior to project construction and is not included in this scope of work.

TASK 3.1 CONCEPT PLAN AND REPORT
Siegfried will prepare a Conceptual Plan and Tra;ic Operations Analysis based on the final concepts identified in the Miracle Mile Conceptual Design Report, community feedback, and City sta; input. The Concept Plan and Tra;ic operations analysis will be a planning document from which the final master design will be based upon. The Concept Plan will include a basic geometric configuration of roadway striping layouts, curb alignments at round corner improvements, and typical cross sections. Up to three (3) concepts are anticipated which will be narrowed down to the final concept through community feedback. It is the intent of this phase of work to establish the master corridor plan and overall project cost and phasing, with the initial phase aimed at utilizing the current $20m grant funding, and future phases funded by grant writing e;orts in Task 5.1.

Siegfried to consider turning motions of Stockton Unified School District, Stockton Fire Department, San Joaquin Regional Transit District, and Stockton Waste Management vehicles, as well as semitrucks with trailers when designing the project.

A significant portion of our work for this analysis will focus on creating a shared understanding of the opportunities and tradeo;s associated with active transportation facilities, lane reductions, and safety along the corridor along with their impacts on roadway level of service and speed. This analysis will be based upon the foundation of the baseline condition established in Task 1.1. This process will involve:
• Documentation of the pros, cons, and trade-o;s of each facility type, informed by Federal Highway Administration (FHWA) guides on bikeway and crossing selection, a Safe Systems approach to corridor planning. • Documentation of bike and pedestrian involved collisions along Pacific Avenue, using data from the Statewide Integrated Tra;ic Records System (SWITRS) and the UC Berkeley SafeTREC Transportation Injury Mapping System (TIMS). This will include a review of the locations of each collision along with the primary collision factors. • Analysis of the existing and proposed level of tra;ic stress (LTS) along the roadway for bike and ped facilities, taking into consideration number of lanes, design speed, and separation from the roadway. • Coordination with San Joaquin Regional Transit District (RTD) sta; to discuss existing and future potential for transit ridership along the corridor, building o; our recent work on the RTD System Redesign study. • A review of the land use and growth assumptions along the corridor in the City’s 2040 General Plan and associated travel demand model.

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• Level of service with lane reductions.

Siegfried will work in parallel with the tra;ic operations analysis to test corridor configurations that achieve the project goals.

The result will be up to two concept plans that are viable. The concept plan will take into consideration concepts from the Miracle Mile Conceptual Design Report and recommend safety improvement alternatives for all modes of travel, including but not limited to:
• Intersection redesigns or conceptual signal modifications and intersection concept recommendations. • Crossings and safety improvements including access management recommendations and cross-sections. • Complete streets and bicycle/pedestrian infrastructure connectivity such as separate bikeway bu;ers and vertical elements or side path widths, including details of bicycle and pedestrian crossings, or accommodation of bicyclists and pedestrians at intersections. Protected intersections, if Class IV facilities are selected. • Placemaking, landscaping, and streetscaping recommendations, including possible closure of Tuxedo. • Lighting concepts.
• Street parking locations and configurations along with transit routes/stops recommendations. • Future bike plan lines north to the Calaveras River bike paths.

We will provide conceptual tra;ic operations analysis based upon the transportation analysis in Task 1.1 for the corridor so that the CEQA project can be better defined in the previous task. Specifically, the analysis will involve the following:

Existing Plus Project Tra>ic Operations & Travel Demand Analysis The team will use the analysis methods outlined to analyze the intersection operations under Existing Plus Project conditions.

The team will coordinate with City sta; to review the lane configuration and tra;ic control assumptions of the SimTra;ic models. The Existing Plus Project analysis will also include a review of proposed pedestrian and bicycle facilities and will evaluate the potential for additional crosswalks, bike lanes or modified crossing treatments along the study corridor.

The recently updated 2022 Tra;ic Demand Forecast (TDF) model will be used for a basic TDF analysis. The model will help develop intersection turning movement volume forecasts for the project under the “Existing Plus Project” alternatives. The team will enhance the model by adding an appropriate level of roadway and tra;ic analysis zone details to support intersection-level analysis and project development. Since the TDF model was primarily designed for vehicular tra;ic, it lacks the capability to predict potential mode shifts resulting from active transportation improvements within the study area. A further review of the model results will be conducted to better reflect changes in intersection turning movement volumes for each alternative. The di;erence method, which adds the forecasted tra;ic changes from the model to the existing tra;ic counts, will be used to project tra;ic volumes for the Existing Plus Project alternatives.

The team will use the analysis methods outlined in Task 1.1 to analyze the intersection operations for up to two Existing Plus Project alternatives. The initial analysis results for up to three Existing Plus Project alternatives (e.g., SimTra;ic runs) will be shared with City sta; to select the preferred alternative. The initial analysis will include one selected weekday peak hour and one weekend peak hour for up to two Existing Plus Project alternatives. The team will present the findings of the Existing Plus Project alternatives to City sta; and have budgeted for up to two (2) rounds of revisions to the analysis to incorporate any refinements to the preferred concept and analysis (based upon the outcome of the tra;ic operations analysis). Once the preferred Existing Plus Project alternative is confirmed, the team will generate the final analysis results for all four time periods (weekday AM, midday, PM peak hours and a weekend peak hour), including intersection level of service, control delay, travel time, and maximum queue lengths for key turning movements for the preferred Existing Plus Project alternative. The preferred alternative analysis will also review proposed pedestrian and bicycle facilities, evaluating opportunities for additional crosswalks, bike lanes, or modified crossing treatments within the study area.

The team will qualitatively assess the project’s impact on vehicle miles traveled (VMT) in accordance with CEQA, NEPA and the City of Stockton’s Transportation Impact Analysis Guidelines. Since the project does not involve adding additional vehicular EXHIBIT A Page 18 of 72 ATTACHMENT B
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lanes and is focused on promoting active transportation modes, potentially shifting travel from vehicles to active transportation, it is not expected to result in an increase in VMT. For this reason, a VMT analysis is not included.

MMCID & Lighting and Landscape Maintenance District Analysis Based upon the formation of the MMCID to fund various maintenance and business development functions it is unclear if the current assessment structure can absorb the additional landscape and lighting annual and long term replacement costs.

There is a potential that a larger overlay District focused on specific special benefits needs to be formed. To form a special district under the California Landscape and Lighting Act of 1972 an engineers report, and a Proposition 218 vote of the District property owners will be required to attempt to pass the special district. The special benefits of the district may include some or all of the following:
• Tree clean up and maintenance
• Vegetation and trash management
• Additional lighting
• Plaza Maintenance
• Signage, Banner, and Artwork Maintenance
• Grant writing to support the above improvements within the district
• Administration of the district
Based upon the feedback provided by the City and Stakeholders under Task 6.1, Siegfried will prepare a memo with exhibits outlining the potential special benefits, their rough order of magnitude annual costs, and the potential per property assessment. The property owners the assessment is spread across may vary depending on the special benefit therefore the memo will address the potential for up to two assessment zones. The memo will also address the general benefit that is currently provided by the City.

Siegfried will review the memo with the City to determine the most likely scenario for ballot success and present the concept to the public for input and information prior to preparing the engineers report. Upon approval of the assessment approach Siegfried will create a budget for the maintenance, administration, repair and replacement, as well as other costs associated with the special assessment district. Siegfried will prepare the Engineer’s Report for the creation of a Maintenance Assessment District. The Engineer’s Report will include the following information for the new District:
• A description of the improvements and special benefits to be maintained by the new district, as well as replacement costs over the next 15 to 20 years.
• An estimate of the Tax Year’s maintenance costs for all improvements as approved by the District’s manager, • An estimate of the Tax Year’s administrative costs as approved by the District’s manager, • An estimate of the initial Tax Year’s total assessments, • An Assessment Diagram which is based upon the current county assessors’ maps and the special benefit maps created in this scope of work,
• The assessment roll by Lot Number as identified in the assessment diagram, and • The assessment spread of the proposed assessments for the initial Tax Year.

Siegfried will assist the City with the district formation notices required for the following, it is assumed that the City will draft the initial Council notices and that the legal counsel retained by Siegfried will review the notices for compliance with Prop 218 procedures and requirements:
• Preliminary Hearing Notice
• Required Voting Notices
• Ballot Distribution and Counting
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• Final Hearing Notice
• Final Council Resolution
Siegfried will employ Downey Brand as legal counsel and have allocated up to 20 hours at their billing rate of up to $500/hr.

Time in excess of the 20 hours or $10,000 will be subject to a contract amendment.

Upon review and approval of the draft concept plan and tra;ic operations analysis Siegfried will prepare a Project Study Report (PSR), or equivalent to accompany the Concept Plan. The PSR will include, but not be limited to, the following information:
• Purpose and Need of the Project
• Project Scope
• Project Budget
• Project Schedule and Phasing
• Near-Term Goals and Improvements
• Long-Term Goals and Improvements
The purpose of the Concept Plan is to establish the project scope, prioritize and identify feasibility of conceptual ideas, and to ensure the project will meet the expectations of the stakeholders. The purpose of the PSR is to create a narrative that establishes the project goals and scope and develop strategies to achieve those goals. The PSR will address project phasing and prioritization based on public feedback and the ability to pursue additional grant funding under Tasks 5.1 and 5.2. The Concept Plan and PSR will be equivalent to a 30% design, and will include elements vital to the identity of the Mile, like conceptual monuments pole banner designs. These will be used to obtain additional grant funding for construction.

Deliverables for this task will include Draft Concept Plan, Draft PSR, Final Concept Plan, and the Final PSR.

TASK 4.0 PLANS, SPECIFICATIONS, AND ESTIMATE (PS&E)
The intent of the following scope for Tasks 4.1-4.4 is to prepare improvement plans, specifications, and estimates for the initial phase of construction funded by the current $20m grant. It is unknown what the scope of the initial phase of work is since community engagement to determine the exact priorities has not commenced, therefore the design budget and scope is intended to be fluid and is tailored to the current construction allocation of the $20m budget. It is anticipated that as grant writing e;orts are successful and construction budget is added for additional phases that design, and administrative fees will be incrementally added as well as the construction document scope being refined. Siegfried will prepare and complete PS&E documents, for the first phase of the corridor and Caldwell Park, which include design improvement plans and profiles for demolition, grading, striping, electrical, drainage, paving, staging, erosion control, tra;ic control, signalization, landscape, and other civil, structural, architectural, landscape, and electrical details, including technical specifications, and engineer’s estimate. Siegfried will prepare a base map showing existing information to facilitate the design of all the necessary improvements in accordance with the City of Stockton Standard Plans and Specifications, current Caltrans Standard Specifications, and current MUTCD, as appropriate.

Prepare a base map showing existing information to facilitate the design of all the necessary improvements using the City’s latest Benchmark information. The base map limits will be su;icient to cover all necessary improvements within the project area. Siegfried will conform the design to comply with Americans with Disabilities Act (ADA). If dual accessible ramps cannot be installed for this project, Siegfried will prepare an internal memo for the project file and provide justifications.

Siegfried will provide PS&E documents to the City for review at 60%, 90%, and 100% completion stage. Siegfried will provide one set of full size, 24”x36” plans (PDF), one set of specifications (PDF and Word) and the engineer’s estimate (PDF and Excel) at each design stage. Siegfried will utilize Bluebeam software for the PDF submittals. With each stage of review, Siegfried will review and incorporate comments, create a comment matrix to track all comments, and provide a signed Quality Control Checklist. Any comments not incorporated into the submittals will be tracked and justification provided in the comment EXHIBIT A Page 20 of 72 ATTACHMENT B
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matrix. Siegfried will submit a comment response matrix from the previous submittal with the proceeding PS&E submittal at each design stage. Siegfried will provide the City electronic copies of the PS&E after the 100% comments have been incorporated as a final check prior to plotting the plans on mylars. Siegfried will provide all correspondence and work products for City files.

Task 4.1 60% PS&E
The 60% PS&E will be based on the Final Conceptual Plan (30% design equivalent) and Final PSR with more engineering detail.

At a minimum, the design will be developed to adequately identify locations of utilities, right-of-way, geometric features, landscape planting, special monument design, paving materials, and other design elements. Project estimates and specifications will be included at this stage.

Task 4.2 90% PS&E
Siegfried will make written responses to the comments on the original redline mark-ups and return to the City along with the 90% submittal. Responses should identify if Siegfried made the corrections as noted, and if not provide an explanation of how the comment was addressed. Refined project estimates and specifications will be included at this stage.

Siegfried will include a constructability review of the plans at the 90-100% stage. The goal is to refine the design, anticipate potential issues (i.e., maintaining access to businesses during construction), reduce risk before construction begins, and identify any opportunities. Siegfried will retain a third-party Construction Management firm to conduct an independent and structured review of the PS&E for errors, omissions, ambiguities, and conflicts. Prior to retaining the CM firm Siegfried will verify that the involvement does not preclude the CM firm from providing a proposal to the City to be the CM on the project. At this point in time it is Siegfried’s intent to retain Salabar CM to perform this peer review.

Task 4.3 100% and Final PS&E
Siegfried will make written responses to the comments on the original redline mark-ups and return to the City along with the 100% submittal. Final detailed project estimates and specifications will be included at this stage. Siegfried will provide the necessary final PS&E documents in a bid-ready form (Plans printed on mylar, Specifications in PDF and Word, and Estimate in PDF and Excel format). Project files and the Project Engineer/Resident Engineer file will also be submitted with the Final PS&E.

Task 4.4 Quality Control
The PS&E will be subject to quality control reviews before submittal. These reviews will assure conformance to City and Caltrans Standards, as well as minimize typographical omissions. Siegfried will provide a signed Quality Control Checklist at the time of each deliverable submittal.

Task 5.1 Grant Writing Plan and Memo
The Project is currently funded with Priority Legislative Budget Projects (PLBP) State funding. However, the City plans to pursue other state and federal grant opportunities to fund additional construction needs.

Siegfried will work with the City to identify eligible grants and will prepare and submit grant applications to acquire funding for construction of the Project. Grant applications may include but are not limited to Highway Safety Improvement Program (HSIP), Active Transportation Program (ATP), Congestion Mitigation and Air Quality (CMAQ), Parks, Lighting, Urban Greening, and Accessibility Compliance Grants, among others.

Siegfried will research and prepare a memo that identifies state and federal grants that the Project would be eligible for receiving. The memo should highlight grant requirements and types of improvements eligible for funding, analyze compatibility of the Project with each grant type, and identify funding available and due dates. The City will review the memo and meet with Siegfried to decide which grants would be the best to pursue.

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Task 5.2 Grant Writing
Siegfried will prepare and submit up to four (4) grant applications in 2025 and up to four (4) grant applications in 2026, for a total of eight (8), including preparation of grant narratives, maps, exhibits, conceptual drawings, cross-sections, cost estimates, letters of support, and other submittals to meet the requirements of each grant application. The grant applications will generally include the following and the application will typically consist of three parts.

General Project Information: This section is a PDF that is filled out with information relating to the general community, the type of project, proposed phase of the project to receive funding, delivery schedule, and project costs.

Narrative Questions: This section responds to the set questions that describes the need, location, communities served, potential for increased pedestrian and bicycle use, potential for non-motorized injuries, community involvement, consistency with regional transportation plans, project readiness, and economic vitality of the area.

Attachments: This section typically will include the following calculations, maps, exhibits, reports, etc. • Project boundary, access, and destinations map
• Census Tract/Block Group/Place Table
• Project Plans showing existing and proposed improvements, if available • Bicycle/Pedestrian collision map and collision table
• Hazards map
• CEQA/NEPA Documents
• Community activity centers map
• Transit vicinity map
• Site photos
• Project Cost Estimate
• Letters of support, if available
• Registered Engineer Stamped Documents as required by ATP guidelines TASK 6.1 PUBLIC OUTREACH
Siegfried will prepare a Public Outreach and Involvement Plan tailored specifically for the Project. Public Outreach and Involvement is a critical component of this project that will steer the development of an approved conceptual plan for Miracle Mile. The first step of the public outreach program will be to confirm the outreach objectives and parameters with the City. The outreach program will generally include: Stakeholder identification, public and individual meetings, media relations, direct mail correspondence, press releases, postcard updates to the public, online surveys, hotlines, surveys for public input, or other outreach components to meet the needs of the project.

The public outreach program will present a comprehensive plan of engaging with the public or interest groups at each stage of the design development process. It is anticipated that public information meetings will be held to present multiple concepts and design features through renderings, plans, graphics, and illustrations to stakeholders along the Miracle Mile corridor, neighboring residents, businesses, and to the general public. The meetings will be designed primarily to provide information on the project features and goals.

Siegfried will coordinate schedules for meetings and make all meeting arrangements; provide meeting notices to stakeholders, neighboring residents and businesses adjacent to corridor; prepare agendas, sign-in sheets, comment sheets, and all relevant information. The proposal should outline the purpose and benefit of any online surveys, websites, or contact hotlines if recommended.

Siegfried will also attend City Council meetings and provide information, PowerPoint presentations, and exhibits, if necessary.

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The objective of a successful public outreach is to provide as much information as possible to the public and the stakeholders in order to garner positive consensus for the proposed project. This includes developing and maintaining contents of a website providing project progress and outreach format. Prior to commencement of project, Siegfried will prepare and submit a Public Outreach and Involvement Plan. This plan will include all tasks in providing public outreach and engagements relevant to all project phases as determined necessary by the project manager.

Deliverables for this plan include but are not limited to:
• Research and develop a coded database of potentially interested parties, which will be updated throughout the project with names from the public meeting(s) sign-in; information from the project team; and from telephone, e-mail and personal contacts. The database will be coded according to interest and involvement with the project. Siegfried will develop an online survey for Pacific students and one for business and patrons in accordance with committee recommendation CE-06.
• Public Information Meetings will be held to present concepts and design features to neighboring residents and businesses, and to the general public. Siegfried will determine a location near the project site to have the meeting.

The meetings will be designed primarily to provide information on the project features, and goals. • Siegfried will plan for at least eight (8) public outreach meetings and a public hearing near the project completion phase. Siegfried will also attend planning commission meetings, public hearing meetings, and meetings with stakeholders as required for the duration of the project. As part of up to two (2) of the meetings demonstrations may be held illustrating the parking and bike configurations being discussed. • Siegfried will prepare quarterly summaries and meet with up to four (4) key stakeholder groups to provide a quarterly update. These meetings will be held throughout design and will revert to email updates quarterly when construction begins.
• Siegfried will schedule the public meetings, make arrangements for the meeting facility, handle other logistics, issue meeting notices (U.S. mail invitations, news releases, print advertisements, and flyers), and provide information for the City website. Working with the project team, Siegfried will also prepare exhibits to illustrate design concepts and project features and prepare other print materials, e.g., agendas, sign-in sheets, fact sheets, signage, that describes roundabouts. Siegfried will record public comments, including arrangements for a court reporter at the public hearing, and prepare a very detailed Summary Report of each meeting. Working with the project team, Siegfried will provide appropriate responses to all comments, and make recommendations for administrative and public review. • Siegfried will establish an email contact list and maintain a detailed contact log of every contact. Social media options to dispense information will also be available, if desired and/or acceptable to the City of Stockton. In addition, Siegfried will create and maintain a website for the project which will serve as the digital information hub for the project. Project updates and other pertinent information will be housed on the website. The website will also include a comment section, so constituents can make comments regarding the project. Detailed records of each contact will be provided to the City and Project Team Sta; at frequent intervals. Due to the length of the corridor and a potential lack of available meeting spaces, meeting locations may be held near the project site.

TASK 7.1 RIGHT-OF-WAY & SURVEY MONUMENT PRESERVATION
Siegfried will identify and confirm right-of-way boundaries within the Miracle Mile as part of the field survey. The need for rightof-way acquisition will be included as an optional task. The Siegfried will identify and list survey monuments, and show existing survey monuments on construction plans. Siegfried will include language in the PS&E package to preserve all monumentation a;ected by the work being performed in accordance with Section 8771 of the Professional Land Surveyors Act in the Business and Professionals Code of the State of California. A record of survey is not anticipated or included due to the age of the corridor and the previously mapped status of the right of way.

TASK 8.1 FAÇADE IMPROVEMENT SUPPORT
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Siegfried will provide façade design and application support for commercial properties along the Miracle Mile that qualify for the City’s Commercial Façade Improvement Forgivable Loan Program. Siegfried and SmithGroup will become familiar with the Guidelines for Commercial Loan Programs, which can be found on the City’s website. The Program is funded with Community Development Block Grant funds. Eligible improvements include exterior paint, awnings, windows, doors, lighting, siding, and other permanent fixtures that are a;ixed to the building.

Siegfried will utilize SmithGroup as the facilitator and architect who will assist commercial property owners with the following tasks:
• Complete the façade forgivable loan application through the City’s online portal. • Prepare architectural renderings/drawings and planning application for Design Review by Community Development Department.
• Obtain three competitive bids (two minimum) from licensed contractors:
o Solicitation and documentation of Disadvantaged Business Enterprise (DBE) participation is required. o Prevailing wage rates apply.

Assume façade improvement support will be needed for six (6) commercial property owners. Up to 80 hours of architectural consultation have been included.

TASK 9.1 COORDINATION AND MEETINGS
Siegfried will establish a clear and consistent communication with the City to discuss progress of design. The Siegfried will attend meetings (or conference call) with City monthly to discuss project status and progress. Siegfried will provide meeting minutes for all meetings. This does not include investigative and/or field meetings that Siegfried will need to conduct to execute the intent of the project. The Siegfried is responsible for coordinating and meeting with all utility companies, impacted agencies, and stakeholders as needed to resolve all issues.

Siegfried will provide project management services to meet the project scope, schedule and budget as set forth in the accepted proposal. It is anticipated that Siegfried will establish a clear and consistent communication framework for the duration of the project. Siegfried will attend meetings with City sta;, public, businesses, and individuals as needed. The proposed scope of work includes an e;ective project management approach that includes regular project updates and coordination between Siegfried and City sta;.

Siegfried will prepare and provide a comprehensive schedule to reflect the time frame for each task of the proposed scope of work, utilizing the latest version of Microsoft Project. The project schedule shall show the tasks, duration, task relationships, milestones, and critical path. The project schedule shall be maintained and updated monthly throughout the project.

Siegfried will attend coordination meetings with Caltrans, the County, and new development stakeholders.

TASK 10.1 DESIGN SUPPORT DURING BIDDING & CONSTRUCTION
Siegfried will include bid support services that consist of assisting the City in responding to Requests for Information (RFI) during the project advertisement phase. Siegfried will also include services for design support during construction. These services include responding to RFIs, submittal reviews and approvals, and altering project plans to address changes due to conditions discovered during construction that vary from the approved plans. Design support services will also include consultation with the construction contractor and/or the City Project Manager.

TASK 11.1 AS-BUILT DRAWINGS
The Siegfried will prepare record drawings upon project completion (based on redlines from contractor). The Siegfried will mark up the original mylar sheets with revisions made during construction. As-built record drawings will reflect all changes to all improvements constructed. Electronic files of the as-built drawings (in standard pdf format) and AutoCAD (dwg) will be provided in addition to the original as-built mylars. The scope of work does not include and as built survey.

EXHIBIT A Page 24 of 72 ATTACHMENT B
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Siegfried ESA
Mark
Thomas
Smithgrou
p
Fehr and
Peers

PROJECT
TOTAL
Task 1 Background Research, Survey,
Assessment

1.1 Background Research, Survey,
Assessments $122,000 $5,000 $24,000 $5,000 $90,000 $246,000

1.2 Utility Coordination $70,000 $70,000
Task 2 Environmental Services

2.1 CEQA $8,000 $190,000 $198,000

2.2 NEPA $3,000 $72,000 $75,000
Task 3 Concept Plan and Report

3.1 Concept Plan and Report $150,000 $68,000 $75,000 $125,000 $418,000 Task 4 Plans Specifications and Estimates

4.1 60% PS&E $207,000 $75,000 $282,000

4.2 90% PS&E $123,000 $65,000 $188,000

4.3 100% and Final PS&E $75,000 $35,000 $110,000

4.4 Quality Control $17,000 $5,000 $22,000
Task 5 Funding and Grant Writing

5.1 Grant Writing Plan and Memo $10,000 $1,000 $1,000 $12,000

5.2 Grant Writing $150,000 $150,000
Task 6 Public Outreach

6.1 Outreach Meetings and Plan $185,000 $10,000 $30,000 $2,000 $227,000 Task 7 ROW and Preserving Survey Monuments

7.1 ROW and Preserving Survey Monuments $40,000 $40,000 Task 8 Façade Improvement Support

8.1 Façade Improvement Support $10,000 $31,000 $41,000
Task 9 Coordination & Meetings

9.1 Meeetings and Management $38,000 $5,000 $43,000
Task 10 Design Support During Construction

10.1 ESDC $50,000 $15,000 $65,000
Task 11 As Built Drawings

11.1 As Built Drawings $5,000 $2,000 $7,000
Total Cost $1,263,000 $272,000 $300,000 $141,000 $218,000 $2,194,000 Paul J. Schneider, PE, QSD/QSP
President | Managing Principal
Proposed Fee for the Miracle Mile Pedestrian Safety Improvements and Revitalization Project (WT24043, PLBP-5008(203))
EXHIBIT B Page 25 of 72 ATTACHMENT B
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Proposed Fee for the Miracle Mile Pedestrian Safety Improvements and Revitalization Project (WT24043, PLBP-5008(203)) Consultant:

Siegfried
Direct Labor
Job Title Name Hours Actual Hourly Rate Total
Managing Principal Paul Schneider 600 $104.00 $62,400.00 Principal QA/QC Adam Merrill 300 $98.50 $29,550.00
Principal Survey Kevin Genasci 200 $98.50 $19,700.00
Principal Landscape Thais Del Castillo 390 $98.50 $38,415.00 Principal Geotech Brad Quon 200 $98.50 $19,700.00
Design Principal Bob Norbutas 400 $75.00 $30,000.00
Associate Nathan Berend 600 $79.33 $47,598.00
Principal Grant Writing Shawn Barba 260 $84.00 $21,840.00 Associate Public Outreach Erin Cahoon 260 $60.00 $15,600.00 Engineer II Lauren Sensibaugh 400 $45.00 $18,000.00
Surveyor II Manny Debranca 100 $38.50 $3,850.00
Enginer I Cathy Katkanova 400 $36.00 $14,400.00
Landscape Architect II Regina Paredes 300 $28.50 $8,550.00 Technician III Anthony Linnerman 240 $34.50 $8,280.00
Senior Technician Greg Samoy 600 $40.86 $24,516.00
Technician II Datlon Reed 300 $25.25 $7,575.00
Party Chief Scott Soares 240 $66.00 $15,840.00
Labor Costs
a) Direct Labor Cost $385,814.00
b) Anticipated Salary Increases $0
c) Total Direct Labor Costs [(a)+(b)] $385,814.00
Fringe Benefits
d) Fringe Benefits Rate 64.60%
e) Total Fringe Benefits [(c) x (d)] $249,235.85
Indirect Costs
f) Overhead Rate 49.38%
h) General and Administrative Rate 54.13%
g) Overhead [(c)x(f)] $190,514.96
i) Gen & Admin [(c)x(h)] $208,841.12
j) Total Indirect Costs [(e)+(g)+(i)] $648,591.92
Fee (Profit)
q) Rate 10%
k) Total Fixed Profit $103,440.59
Other Direct Costs (ODC)
Description Unit(s) Unit Cost Total
Mailers 20000.00 $1.000 $20,000.00
Mileage 219.27 $0.700 $153.49
Utility Locating 1.00 $27,000 $27,000.00
Legal 1 $10,000 $10,000.00
AV Consultant 1 $5,000 $5,000.00
Arborist 1 $4,000 $4,000.00
Driller and Lab Testing 1.00 $20,000 $20,000.00
Rental Space 8 $1,500 $12,000.00
Salabar CM Peer Review 1 $5,000 $5,000.00
Aerial Mapping 1 $25,000 $22,000.00
l) Total Other Direct Costs $125,153.49
Subconsultants
MT
ESA
F&P
Smithgroup
m) Total Subconsultants
Total Siegfried Cost $1,263,000.00
Total Project Cost $2,194,000.00
$931,000.00
$300,000.00
$272,000.00
$141,000.00
$218,000.00
EXHIBIT B Page 26 of 72 ATTACHMENT B
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Proposed Fee for the Miracle Mile Pedestrian Safety Improvements and Revitalization Project (WT24043, PLBP-5008(203)) Sub-Consultant:

ESA
Direct Labor
Job Title Name Hours Actual Hourly Rate Total
Principal Consultant 4 M. Logue 170 $85.40 $14,518.00
Environmental Planner 2 TBD 390 $30.00 $11,700.00
Environmental Planner 3 TBD 232 $40.00 $9,280.00
Principal Consultant 3 Becky Urbano 6 $40.39 $242.34
Principal Consultant 2 Heidi Koenig 6 $43.07 $258.42
Managing Consultant 2 Cathy Cleveland 58 $85.40 $4,953.20 Architectural Historian TBD 96 $30.00 $2,880.00
Archeologist TBD 68 $40.00 $2,720.00
Principal Consultant 3 Michael Burns 48 $40.39 $1,938.72 Visual Specialist 5 TBD 16 $43.07 $689.12
Visual Specialist 1 TBD 60 $85.40 $5,124.00
Landscape Architect TBD 12 $30.00 $360.00
GIS Specialist TBD 68 $40.00 $2,720.00
Editor TBD 58 $40.39 $2,342.62
Project Accountant TBD 36 $43.07 $1,550.52
$39.40 $0
Labor Costs
a) Direct Labor Cost $61,276.94
b) Anticipated Salary Increases $16,154
c) Total Direct Labor Costs [(a)+(b)] $77,430.95
Fringe Benefits
d) Fringe Benefits Rate 53.59%
e) Total Fringe Benefits [(c) x (d)] $41,495.25
Indirect Costs
f) Overhead Rate 147.60%
h) General and Administrative Rate 0.00%
g) Overhead [(c)x(f)] $114,288.08
i) Gen & Admin [(c)x(h)] $0.00
j) Total Indirect Costs [(e)+(g)+(i)] $155,783.33
Fee (Profit)
q) Rate 15%
k) Total Fixed Profit $34,982.14
Other Direct Costs (ODC)
Description Unit(s) Unit Cost Total
l) Travel/Mileage Costs 1290.83 $0.700 $903.58
m) Mailers, AV, Rental Space $1.29 $0.00
n) Printing 2900 $1.00 $2,900.00
o) Subconsultant Costs
p) Total Other Direct Costs [(l)+(m)+(n)+(o)] $3,803.58 Total Cost $272,000.00
EXHIBIT B Page 27 of 72 ATTACHMENT B
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Proposed Fee for the Miracle Mile Pedestrian Safety Improvements and Revitalization Project (WT24043, PLBP-5008(203)) Sub-Consultant:

Mark Thomas
Direct Labor
Job Title Name Hours Actual Hourly Rate Total
Principal Matt Brogan 116 $181.40 $21,042.40
Project Manager Dan Bloomquist 400 $86.00 $34,400.00
Design Engineer II TBD 482 $52.50 $25,305.00
Design Engineer I TBD 500 $41.50 $20,750.00
Funding Specialist TBD 40 $57.00 $2,280.00
Project Accountant TBD 36 $47.50 $1,710.00
Labor Costs
a) Direct Labor Cost $105,487.40
b) Anticipated Salary Increases $4,985
c) Total Direct Labor Costs [(a)+(b)] $110,472.26
Fringe Benefits
d) Fringe Benefits Rate 94.47%
e) Total Fringe Benefits [(c) x (d)] $104,363.14
Indirect Costs
f) Overhead Rate 52.11%
h) General and Administrative Rate 0.00%
g) Overhead [(c)x(f)] $57,567.09
i) Gen & Admin [(c)x(h)] $0
j) Total Indirect Costs [(e)+(g)+(i)] $161,930.24
Fee (Profit)
q) Rate 10%
k) Total Fixed Profit $27,240.25
Other Direct Costs (ODC)
Description Unit(s) Unit Cost Total
l) Travel/Mileage Costs 510.36 $0.700 $357.25
m) Copies $1.00 $0.00
n) Permit Fees (itemize), Plan sheets (ea.)
o) Subconsultant Costs
p) Total Other Direct Costs [(l)+(m)+(n)+(o)] $357.25
Total Cost $300,000.00
EXHIBIT B Page 28 of 72 ATTACHMENT B
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Proposed Fee for the Miracle Mile Pedestrian Safety Improvements and Revitalization Project (WT24043, PLBP-5008(203)) Sub-Consultant:

Smithgroup
Direct Labor
Job Title Name Hours Actual Hourly Rate Total
Principal Architect and Urban Planner Georgia Sarkin 280 $92.68 $25,950.40 Architect Elle Brauchle 112 $42.26 $4,733.12
Planner Tengteng Wang 60 $57.73 $3,463.80
Architectural Designer Andrew Thurlow 120 $59.54 $7,144.80 Labor Costs
a) Direct Labor Cost $41,292.12
b) Anticipated Salary Increases $443
c) Total Direct Labor Costs [(a)+(b)] $41,735.23
Fringe Benefits
d) Fringe Benefits Rate 16.70%
e) Total Fringe Benefits [(c) x (d)] $6,969.78
Indirect Costs
f) Overhead Rate 180.28%
h) General and Administrative Rate 9.30%
g) Overhead [(c)x(f)] $75,240.27
i) Gen & Admin [(c)x(h)] $3,881.38
j) Total Indirect Costs [(e)+(g)+(i)] $86,091.43
Fee (Profit)
q) Rate 10%
k) Total Fixed Profit $12,782.67
Other Direct Costs (ODC)
Description Unit(s) Unit Cost Total
l) Travel/Mileage Costs 558.11 $0.700 $390.68
m) Mailers, AV, Rental Space 0 $1.29 $0.00
n) Printing 0 $0.20 $0.00
o) Subconsultant Costs
p) Total Other Direct Costs [(l)+(m)+(n)+(o)] $390.68
Total Cost $141,000.00
EXHIBIT B Page 29 of 72 ATTACHMENT B
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Proposed Fee for the Miracle Mile Pedestrian Safety Improvements and Revitalization Project (WT24043, PLBP-5008(203)) Sub-Consultant:

Fehr and Peers
Direct Labor
Job Title Name Hours Actual Hourly Rate Total
Principal Adrian Engel 44 $87.98 $3,871.12
Senior Associate Kari McNickle 260 $70.67 $18,374.20
Senior Engineer Yoyo Zeng 220 $57.69 $12,691.80
Engineer Raina Joby 500 $40.87 $20,435.00
Senior Project Accountant Laura Murphy 24 $37.02 $888.48 Senior Project Coordinator Lacy Delgado 130 $38.46 $5,000 Technician Tim Wilber 120 $34.62 $4,154
Labor Costs
a) Direct Labor Cost $65,414.80
b) Anticipated Salary Increases $0
c) Total Direct Labor Costs [(a)+(b)] $65,414.80
Fringe Benefits
d) Fringe Benefits Rate 60.07%
e) Total Fringe Benefits [(c) x (d)] $39,294.67
Indirect Costs
f) Overhead Rate 121.32%
h) General and Administrative Rate 0.00%
g) Overhead [(c)x(f)] $79,361.24
i) Gen & Admin [(c)x(h)] $0
j) Total Indirect Costs [(e)+(g)+(i)] $118,655.91
Fee (Profit)
q) Rate 10%
k) Total Fixed Profit $18,407.07
Other Direct Costs (ODC)
Description Unit(s) Unit Cost Total
l) Travel/Mileage Costs 746.04 $0.700 $522.23
m) Equipment Rental and Supplies (TOTAL) $0.00
n) Permit Fees (itemize), Plan sheets (ea.)(TOTAL) $0.00 o) Subconsultant Costs (TOTAL) $15,000.00
Traffic Counts 1 $15,000.00 $15,000.00
p) Total Other Direct Costs [(l)+(m)+(n)+(o)] $15,522.23 Total Cost $218,000.00
EXHIBIT B Page 30 of 72 ATTACHMENT B
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CIVIL ■ STRUCTURAL ■ GEOTECHNICAL ■ SURVEY ■ LANDSCAPE ■ PARTNERING | 3428 Brookside Road, Stockton, CA 95219 ■ t | 209.943.2021 f | 209.942.0214 ■ siegfriedeng.com RESPONSE TO RFP | CITY OF STOCKTON MMCID Ped Safety Improvements & Revitalization Project

SCHEDULE
ID Task Name Duration Start Finish Predecessors
1 PLBP-5008(203)
Miracle Mile Safety Improvements (WT24043 & 852 days Mon 4/14/25 Tue 7/18/28 2 City Issues NTP 0 days Mon 4/14/25 Mon 4/14/25
3 Project Kickoff Meeting 2 days Mon 4/28/25 Tue 4/29/25 2FS+10 days 4 Background Research, Studies, and PSR 175 days Wed 4/30/25 Tue 12/30/25 5 Review Prior Documentation 15 days Wed 4/30/25 Tue 5/20/25 3 6 Topographic and Boundary Survey 30 days Wed 5/21/25 Tue 7/1/25 5 7 Geotechnical Investigation 30 days Wed 5/21/25 Tue 7/1/25 5 8 Lighting Investigation and Study 10 days Wed 5/21/25 Tue 6/3/25 5 9 Maintenance District Analysis 10 days Wed 5/21/25 Tue 6/3/25 5 10 Stakeholder and Agency Scoping Meetings 10 days Wed 5/21/25 Tue 6/3/25 5 11 Transportation Analysis 60 days Wed 5/21/25 Tue 8/12/25 5 12 Concept Design and Budgets 30 days Wed 8/13/25 Tue 9/23/25 11 13 Project Study Report 30 days Wed 9/24/25 Tue 11/4/25 12 14 City Review of PSR and Budgets 20 days Wed 11/5/25 Tue 12/2/25 13 15 Finalize PSR and Budgets 20 days Wed 12/3/25 Tue 12/30/25 14 16 Public Outreach 95 days Wed 6/4/25 Tue 10/14/25
17 Stakeholder List
Create Public Outreach Plan and 10 days Wed 6/4/25 Tue 6/17/25 10 18 City Review of Public Outreach Plan 5 days Wed 6/18/25 Tue 6/24/25 17 19 Send Meeting Notice #1 10 days Wed 7/16/25 Tue 7/29/25 18FS+15 days 20 Informational Meeting #1 0 days Tue 7/29/25 Tue 7/29/25 19 21 Send Meeting Notice #2 10 days Wed 10/1/25 Tue 10/14/25 20FS+45 days 22 Informational Meeting #2 0 days Tue 10/14/25 Tue 10/14/25 21 23 Traffic Study
Preliminary Environmental Study (PES) and 220 days Wed 6/4/25 Tue 4/7/26 24 Prepare the Draft PES 20 days Wed 6/4/25 Tue 7/1/25 10 25 City Review 10 days Wed 7/2/25 Tue 7/15/25 24
26 Attend Field Review 0 days Tue 7/15/25 Tue 7/15/25 25 27 Revise and Finalize PES 20 days Wed 7/30/25 Tue 8/26/25 26FS+10 days 28 Prepare Studies 79 days Wed 8/27/25 Mon 12/15/25
29 Natural Env. Study-MI 61 days Wed 8/27/25 Wed 11/19/25 37 Cultural Resource Study 76 days Wed 8/27/25 Wed 12/10/25 46 VIA Memo 76 days Wed 8/27/25 Wed 12/10/25
54 Noise Memo 79 days Wed 8/27/25 Mon 12/15/25
62 Air Quality Memo 54 days Wed 8/27/25 Mon 11/10/25
70 Initial Site Assessment 61 days Wed 8/27/25 Wed 11/19/25 78 CEQA IS/MND 160 days Wed 8/27/25 Tue 4/7/26
79 Prepare Draft IS/MND 80 days Wed 8/27/25 Tue 12/16/25 27 80 City Review 10 days Wed 12/17/25 Tue 12/30/25 79
81 Revise IS/MND 10 days Wed 12/31/25 Tue 1/13/26 80
82 Public Circulation of IS/MND 20 days Wed 1/14/26 Tue 2/10/26 81 83 Public Hearing 0 days Wed 1/28/26 Wed 1/28/26 82FS-10 days 84 Respond to Comments 15 days Wed 2/11/26 Tue 3/3/26 82 85 Prepare Final IS/MND 10 days Wed 2/11/26 Tue 2/24/26 82 86 City Review 10 days Wed 2/25/26 Tue 3/10/26 85
87 Revise and Finalize IS/MND 10 days Wed 3/11/26 Tue 3/24/26 86 88 Prepare Findings and the NOD 10 days Wed 3/25/26 Tue 4/7/26 87 89 File Findings and NOD 0 days Tue 4/7/26 Tue 4/7/26 88 90 NEPA CE 5 days Wed 3/25/26 Tue 3/31/26
91 Caltrans Prepares CE 3 days Wed 3/25/26 Fri 3/27/26 87 92 Caltrans Files CE 2 days Mon 3/30/26 Tue 3/31/26 91
93 Project Plans, Estimate and Specifications 215 days Wed 12/31/25 Tue 10/27/26 94 60% PS&Es 80 days Wed 12/31/25 Tue 4/21/26
95 Prepare for 60% PS&Es 60 days Wed 12/31/25 Tue 3/24/26 15 96 Agency Review 20 days Wed 3/25/26 Tue 4/21/26 95
97 Send Utility B Letters 0 days Tue 4/21/26 Tue 4/21/26 96 98 90% PS&Es 80 days Wed 4/8/26 Tue 7/28/26
99 Prepare for 90% PS&Es 60 days Wed 4/8/26 Tue 6/30/26 96FS-10 days 100 Agency Review 20 days Wed 7/1/26 Tue 7/28/26 99
101 100% PS&Es 40 days Wed 7/15/26 Tue 9/8/26
102 Prepare for 100% PS&Es 25 days Wed 7/15/26 Tue 8/18/26 100FS-10 days 103 Agency Review 15 days Wed 8/19/26 Tue 9/8/26 102
104 Final PS&Es 35 days Wed 9/9/26 Tue 10/27/26
105 Prepare for Final PS&Es 20 days Wed 9/9/26 Tue 10/6/26 103 106 Agency Review 15 days Wed 10/7/26 Tue 10/27/26 105
107 Bidding and Award 90 days Wed 10/28/26 Tue 3/2/27
108 Bid Package Preparation 20 days Wed 10/28/26 Tue 11/24/26 106 109 Bidding 30 days Wed 11/25/26 Tue 1/5/27 108
110 Bid Opening 0 days Tue 1/5/27 Tue 1/5/27 109
111 Contract Negotiations and Council Approval 40 days Wed 1/6/27 Tue 3/2/27 110 112 Construction NTP 0 days Tue 3/2/27 Tue 3/2/27 111
113 Construction (Phased Approach) 360 days Wed 3/3/27 Tue 7/18/28 114 Phase 1 120 days Wed 3/3/27 Tue 8/17/27 112
115 Phase 2 120 days Wed 8/18/27 Tue 2/1/28 114
116 Phase 3 120 days Wed 2/2/28 Tue 7/18/28 115
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug 2025 2026 2027 2028
Milestone
Critical Task
Task
Rolled Up Critical Task
Rolled Up Task
Summary
Split
Rolled Up Progress
Rolled Up Milestone
Group By Summary
Project Summary
External Tasks
Inactive Summary
Inactive Milestone
Inactive Task
Manual Summary Rollup
Duration-only
Manual Task
Finish-only
Start-only
Manual Summary
Manual Progress
Deadline
Progress

PROJECT SCHEDULE
Miracle Mile Safety Improvements

STOCKTON, CALIFORNIA
Mon 1/13/25 1 of 1
Date: Mon 1/13/25
Project: Miracle Mile Safety Improvem

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Insurance Requirements
(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 $2,000,000 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 (non-owned), 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 $5,000,000 per occurrence or claim, $5,000,000 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:

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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 EXHIBIT D Page 33 of 72 ATTACHMENT B
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provision applies regardless of whether or not the City of Stockton has received a waiver of subrogation endorsement from the insurer.

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 (Professional & Pollution only)
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 claims-made 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
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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 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 St, 3rd Floor – HR
Stockton, CA 95202
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Appendix E of the Title VI Assurances
(US DOT Order 1050.2A)
During the performance of this contract, the contractor, for itself, its assignees, and successors in interest (hereinafter referred to as the “contractor”) agrees to comply with the following nondiscrimination statutes and authorities; including but not limited to:

Pertinent Nondiscrimination Authorities:
• Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78 stat. 252), (prohibits discrimination on the basis of race, color, national origin); and 49 CFR Part 21.
• The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. § 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects);
• Federal-Aid Highway Act of 1973, (23 U.S.C. § 324 et seq.), (prohibits discrimination on the basis of sex);
• Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794 et seq.), as amended, (prohibits discrimination on the basis of disability); and 49 CFR Part 27;
• The Age Discrimination Act of 1975, as amended, (42 U.S.C. § 6101 et seq.), (prohibits discrimination on the basis of age);
• Airport and Airway Improvement Act of 1982, (49 U.S.C. § 4 71, Section 4 7123), as amended, (prohibits discrimination based on race, creed, color, national origin, or sex);
• The Civil Rights Restoration Act of 1987, (PL 100-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of the terms “programs or activities” to include all of the programs or activities of the Federal-aid recipients, subrecipients and contractors, whether such programs or activities are Federally funded or not);
• Titles II and III of the Americans with Disabilities Act, which prohibit discrimination on the basis of disability in the operation of public entities, public and private transportation systems, places of public accommodation, and certain testing entities (42 U.S.C. §§ 12131-12189) as implemented by Department of Transportation regulations at 49 C.F.R. parts 37 and 38;
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• The Federal Aviation Administration's Nondiscrimination statute (49 U.S.C. § 47123) (prohibits discrimination on the basis of race, color, national origin, and sex);
• Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low-Income Populations, which ensures discrimination against minority populations by discouraging programs, policies, and activities with disproportionately high and adverse human health or environmental effects on minority and low-income populations; • Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin discrimination includes discrimination because of limited English proficiency (LEP). To ensure compliance with Title VI, you must take reasonable steps to ensure that LEP persons have meaningful access to your programs (70 Fed. Reg. at 74087 to 74100);
• Title IX of the Education Amendments of 1972, as amended, which prohibits you from discriminating because of sex in education programs or activities (20 U.S.C. 1681 et seq).

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State Funded Consultant Contract Provisions

COMPLETE ITEMS IN RED

MIRACLE MILE PEDESTRIAN SAFETY IMPROVEMENTS AND REVITALIZATION Project No. WT24043 / PLBP-5008(203)

TABLE OF CONTENTS
Page
ARTICLE I INTRODUCTION .................................................................................................................... 3 ARTICLE II CONSULTANT’S REPORTS OR MEETINGS ....................................................................... 4 ARTICLE III STATEMENT OF WORK ...................................................................................................... 4 ARTICLE IV PERFORMANCE PERIOD ................................................................................................... 5 ARTICLE V ALLOWABLE COSTS AND PAYMENTS ............................................................................. 5 ARTICLE VI TERMINATION ................................................................................................................... ..6 ARTICLE VII COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS ..................................... ..7 ARTICLE VIII RETENTION OF RECORD/AUDITS ................................................................................ ..7 ARTICLE IX AUDIT REVIEW PROCEDURES ....................................................................................... ..8 ARTICLE X SUBCONTRACTING .......................................................................................................... ..9 ARTICLE XI EQUIPMENT PURCHASE AND OTHER CAPITAL EXPENDITURES .............................. 10 ARTICLE XII STATE PREVAILING WAGE RATES ............................................................................... 11 ARTICLE XIII CONFLICT OF INTEREST ............................................................................................... 14 ARTICLE XIV REBATES, KICKBACKS OR OTHER UNLAWFUL CONSIDERATION ......................... 15

ARTICLE XV PROHIBITION OF EXPENDING LOCAL AGENCY, STATE, OR FEDERAL FUNDS FOR LOBBYING ..................................................................................................................................... 15 ARTICLE XVI NON-DISCRIMINATION CLAUSE AND STATEMENT OF COMPLIANCE .................... 15 ARTICLE XVII DEBARMENT AND SUSPENSION CERTIFICATION .................................................... 17 ARTICLE XVIII NONE ............................................................................................................................ 17 ARTICLE XIX INSURANCE .................................................................................................................... 17 ARTICLE XX FUNDING REQUIREMENTS ............................................................................................ 17 ARTICLE XXI CHANGE IN TERMS ........................................................................................................ 17 EXHIBIT G Page 52 of 72 ATTACHMENT B
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ARTICLE XXII CONTINGENT FEE ......................................................................................................... 18 ARTICLE XXIII DISPUTES ..................................................................................................................... 18 ARTICLE XXIV INSPECTION OF WORK ............................................................................................... 18 ARTICLE XXV SAFETY ......................................................................................................................... 18 ARTICLE XXVI OWNERSHIP OF DATA ................................................................................................ 19 ARTICLE XXVII CLAIMS FILED BY LOCAL AGENCY’s CONSTRUCTION CONTRACTOR .............. 19 ARTICLE XXVIII CONFIDENTIALITY OF DATA .................................................................................... 20 ARTICLE XXIX NATIONAL LABOR RELATIONS BOARD CERTIFICATION....................................... 20 ARTICLE XXX EVALUATION OF CONSULTANT ................................................................................. 20 ARTICLE XXXI PROMPT PAYMENT ..................................................................................................... 20 ARTICLE XXXII TITLE VI ASSURANCES ............................................................................................. 21 ARTICLE XXXIII NOTIFICATION ........................................................................................................... 21 ARTICLE XXXIV CONTRACT ................................................................................................................ 21 ARTICLE XXXV SIGNATURES .............................................................................................................. 21 EXHIBIT G Page 53 of 72 ATTACHMENT B
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ARTICLE I INTRODUCTION
A. This AGREEMENT is between the following named, hereinafter referred to as, CONSULTANT and the following named, hereinafter referred to as, LOCAL AGENCY:

The name of the “CONSULTANT” is as follows:
(SIEGFRIED ENGINEERING) __
Incorporated in the State of (CALIFORNIA)__
The Project Manager for the “CONSULTANT” will be
(ZULEMA RODRIGUEZ)
The name of the “LOCAL AGENCY” is as follows:
(CITY OF STOCKTON)
The Contract Administrator for LOCAL AGENCY will be (ZULEMA RODRIGUEZ) B. The work to be performed under this AGREEMENT is described in Article III Statement of Work and the approved CONSULTANT’s Cost Proposal dated (January 21, 2025). The approved CONSULTANT’s Cost Proposal is attached hereto (Exhibit B) and incorporated by reference. If there is any conflict between the approved Cost Proposal and this AGREEMENT, this AGREEMENT shall take precedence.

C. CONSULTANT agrees to the fullest extent permitted by law, to indemnify, protect, defend, and hold harmless LOCAL AGENCY, its officers, officials, agents, employees and volunteers from and against any and all claims, damages, demands, liability, costs, losses and expenses, including without limitation, court costs and reasonable attorneys’ and expert witness fees, arising out of any failure to comply with applicable law, any injury to or death of any person(s), damage to property, loss of use of property, economic loss or otherwise arising out of the performance of the work described herein, to the extent caused by a negligent act or negligent failure to act, errors, omissions, recklessness or willful misconduct incident to the performance of this AGREEMENT on the part of CONSULTANT, except such loss or damage which was caused by the sole negligence, or willful misconduct of LOCAL AGENCY, as determined by a Court of competent jurisdiction. The provisions of this section shall survive termination or suspension of this AGREEMENT.

D. CONSULTANT in the performance of this AGREEMENT, shall act in an independent capacity. It is understood and agreed that CONSULTANT (including CONSULTANT's employees) is an independent contractor and that no relationship of employer-employee exists between the Parties hereto. CONSULTANT's assigned personnel shall not be entitled to any benefits payable to employees of City.

E. LOCAL AGENCY is not required to make any deductions or withholdings from the compensation payable to CONSULTANT under the provisions of the AGREEMENT, and is not required to issue W-2 Forms for income and employment tax purposes for any of CONSULTANT's assigned personnel. CONSULTANT, in the performance of its obligation hereunder, is only subject to the control or direction of the LOCAL AGENCY as to the designation of tasks to be performed and the results to be accomplished.

F. Any third party person(s) employed by CONSULTANT shall be entirely and exclusively under the direction, supervision, and control of CONSULTANT. CONSULTANT hereby indemnifies and holds LOCAL AGENCY harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this AGREEMENT.

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G. Except as expressly authorized herein, CONSULTANT's obligations under this AGREEMENT are not assignable or transferable, and CONSULTANT shall not subcontract any work, without the prior written approval of the LOCAL AGENCY. However, claims for money due or which become due to CONSULTANT from City under this AGREEMENT may be assigned to a financial institution or to a trustee in bankruptcy, without such approval. Notice of any assignment or transfer whether voluntary or involuntary shall be furnished promptly to the LOCAL AGENCY.

H. CONSULTANT shall be as fully responsible to the LOCAL AGENCY for the negligent acts and omissions of its contractors and subcontractors or subconsultants, and of persons either directly or indirectly employed by them, in the same manner as persons directly employed by CONSULTANT.

I. No alteration or variation of the terms of this AGREEMENT shall be valid, unless made in writing and signed by the parties authorized to bind the parties; and no oral understanding or agreement not incorporated herein, shall be binding on any of the parties hereto.

J. The consideration to be paid to CONSULTANT as provided herein, shall be in compensation for all of CONSULTANT’s expenses incurred in the performance hereof, including travel and per diem, unless otherwise expressly so provided.

ARTICLE II CONSULTANT’S REPORTS OR MEETINGS
A. CONSULTANT shall submit progress reports at least once a month. The report should be sufficiently detailed for the LOCAL AGENCY’s Contract Administrator to determine, if CONSULTANT is performing to expectations, or is on schedule; to provide communication of interim findings, and to sufficiently address any difficulties or special problems encountered, so remedies can be developed.

B. CONSULTANT’s Project Manager shall meet with LOCAL AGENCY’s Contract Administrator, as needed, to discuss progress on the AGREEMENT.

ARTICLE III STATEMENT OF WORK
[Insert Appropriate Statement of work including a Description of the Deliverables in the following sections. If a section does not apply to the AGREEMENT, state “Not Applicable to this AGREEMENT.”] A. CONSULTANT Services
See Exhibit “A”, Scope of Services of the Professional Services Contract.

B. Right of Way
See Exhibit “A”, Scope of Services of the Professional Services Contract.

C. Surveys
See Exhibit “A”, Scope of Services of the Professional Services Contract.

D. Subsurface Investigations
See Exhibit “A”, Scope of Services of the Professional Services Contract.

E. Local Agency Obligations
All data applicable to the project and in possession of LOCAL AGENCY, another agency, or government agency that are to be made available to CONSULTANT are referred to in the AGREEMENT. Any other assistance or services to be furnished to CONSULTANT are to be stated clearly. See “Rights and Duties of City” of the Professional Services Contract.

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F. Conferences, Site Visits, Inspection of Work
This AGREEMENT provides for conferences as needed, visits to the site, and inspection of the work by representatives of the LOCAL AGENCY, State, and/or FHWA. Costs incurred by CONSULTANT for meetings, subsequent to the initial meeting shall be included in the fee.

G. Checking Shop Drawings
[For AGREEMENTs requiring the preparation of construction drawings, make provision for checking shop drawings. Payment for checking shop drawings by CONSULTANT may be included in the AGREEMENT fee, or provision may be made for separate payment.] H. CONSULTANT Services During Construction
The extent, if any of CONSULTANT’s services during the course of construction as material testing, construction surveys. etc., are specified in the AGREEMENT together with the method of payment for such services.

I. Documentation and Schedules
AGREEMENTs where appropriate, shall provide that CONSULTANT document the results of the work to the satisfaction of LOCAL AGENCY, and if applicable, the State and FHWA. This may include preparation of progress and final reports, plans, specifications and estimates, or similar evidence of attainment of the AGREEMENT objectives.

J. Deliverables and Number of Copies
The number of copies or documents to be furnished, such as reports, brochures, sets of plans, specifications, or Right of Way parcel maps shall be specified. Provision may be made for payment for additional copies.

ARTICLE IV PERFORMANCE PERIOD
A. This AGREEMENT shall go into effect on (tentatively March 18, 2025), contingent upon approval by LOCAL AGENCY, and CONSULTANT shall commence work after notification to proceed by LOCAL AGENCY’S Contract Administrator. The AGREEMENT shall end on (March 31, 2029), unless extended by AGREEMENT amendment.

B. CONSULTANT is advised that any recommendation for AGREEMENT award is not binding on LOCAL AGENCY until the AGREEMENT is fully executed and approved by LOCAL AGENCY.

ARTICLE V ALLOWABLE COSTS AND PAYMENTS
A. The method of payment for this AGREEMENT will be based on actual cost plus a fixed fee. LOCAL AGENCY will reimburse CONSULTANT for actual costs (including labor costs, employee benefits, travel, equipment rental costs, overhead and other direct costs) incurred by CONSULTANT in performance of the work. CONSULTANT will not be reimbursed for actual costs that exceed the estimated wage rates, employee benefits, travel, equipment rental, overhead, and other estimated costs set forth in the approved CONSULTANT’S Cost Proposal, unless additional reimbursement is provided for by AGREEMENT amendment. In no event, will CONSULTANT be reimbursed for overhead costs at a rate that exceeds LOCAL AGENCY’s approved overhead rate set forth in the Cost Proposal. In the event, that LOCAL AGENCY determines that a change to the work from that specified in the Cost Proposal and AGREEMENT is required, the AGREEMENT time or actual costs reimbursable by LOCAL AGENCY shall be adjusted by AGREEMENT amendment to accommodate the changed work. The maximum total cost as specified in Paragraph “I” of this Article shall not be exceeded, unless authorized by AGREEMENT amendment.

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shall not be a condition or qualification to be considered for the work or AGREEMENT award.

C. In addition to the allowable incurred costs, LOCAL AGENCY will pay CONSULTANT a fixed fee of $2,194,000.00). The fixed fee is nonadjustable for the term of the AGREEMENT, except in the event of a significant change in the scope of work and such adjustment is made by AGREEMENT amendment.

D. Reimbursement for transportation and subsistence costs shall not exceed the rates specified in the approved Cost Proposal.

E. When milestone cost estimates are included in the approved Cost Proposal, CONSULTANT shall obtain prior written approval for a revised milestone cost estimate from the Contract Administrator before exceeding such cost estimate.

F. Progress payments will be made monthly in arrears based on services provided and allowable incurred costs. A pro rata portion of CONSULTANT’s fixed fee will be included in the monthly progress payments. If CONSULTANT fails to submit the required deliverable items according to the schedule set forth in Article III Statement of Work, LOCAL AGENCY shall have the right to delay payment or terminate this AGREEMENT.

G. No payment will be made prior to approval of any work, nor for any work performed prior to approval of this AGREEMENT.

H. CONSULTANT will be reimbursed promptly according to California Regulations upon receipt by LOCAL AGENCY’s Contract Administrator of itemized invoices in duplicate. Invoices shall be submitted no later than thirty (30) calendar days after the performance of work for which CONSULTANT is billing. Invoices shall detail the work performed on each milestone and each project as applicable. Invoices shall follow the format stipulated for the approved Cost Proposal and shall reference this AGREEMENT number and project title. Final invoice must contain the final cost and all credits due LOCAL AGENCY including any equipment purchased under the provisions of Article XI Equipment Purchase. The final invoice should be submitted within sixty (60) calendar days after completion of CONSULTANT’s work. Invoices shall be mailed to LOCAL AGENCY’s Contract Administrator at the following address:

CITY OF STOCKTON PUBLIC WORKS DEPARTMENT
22 E. WEBER AVENUE, ROOM 301
STOCKTON, CA 95202
I. The total amount payable by LOCAL AGENCY including the fixed fee shall not exceed $(2,194,000.00).

J. For personnel subject to prevailing wage rates as described in the California Labor Code, all salary increases, which are the direct result of changes in the prevailing wage rates are reimbursable.

ARTICLE VI TERMINATION
A. This AGREEMENT may be terminated by LOCAL AGENCY, (See Section 11 of the Professional Services Contract).

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B. LOCAL AGENCY may temporarily suspend this AGREEMENT, at no additional cost to LOCAL AGENCY, provided that CONSULTANT is given written notice (delivered by certified mail, return receipt requested) of temporary suspension. If LOCAL AGENCY gives such notice of temporary suspension, CONSULTANT shall immediately suspend its activities under this AGREEMENT. A temporary suspension may be issued concurrent with the notice of termination.

C. Notwithstanding any provisions of this AGREEMENT, CONSULTANT shall not be relieved of liability to LOCAL AGENCY for damages sustained by City by virtue of any breach of this AGREEMENT by CONSULTANT, and City may withhold any payments due to CONSULTANT until such time as the exact amount of damages, if any, due City from CONSULTANT is determined.

D. In the event of termination, CONSULTANT shall be compensated as provided for in this AGREEMENT. Upon termination, LOCAL AGENCY shall be entitled to all work, including but not limited to, reports, investigations, appraisals, inventories, studies, analyses, drawings and data estimates performed to that date, whether completed or not.

ARTICLE VII COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS A. The CONSULTANT agrees that 48 CFR 31, Contract Cost Principles and Procedures, shall be used to determine the allowability of individual terms of cost.

B. The CONSULTANT also agrees to comply with Federal procedures in accordance with 2 CFR 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards.

C. Any costs for which payment has been made to the CONSULTANT that are determined by subsequent audit to be unallowable under 48 CFR 31 or 2 CFR 200 are subject to repayment by the CONSULTANT to LOCAL AGENCY.

D. When a CONSULTANT or Subconsultant is a Non-Profit Organization or an Institution of Higher Education, the Cost Principles for Title 2 CFR 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards shall apply.

ARTICLE VIII RETENTION OF RECORD/AUDITS
For the purpose of determining compliance with Gov. Code § 8546.7, the CONSULTANT, Subconsultants, and LOCAL AGENCY shall maintain all books, documents, papers, accounting records, Independent CPA Audited Indirect Cost Rate workpapers, and other evidence pertaining to the performance of the AGREEMENT including, but not limited to, the costs of administering the AGREEMENT. All parties, including the CONSULTANT’s Independent CPA, shall make such workpapers and materials available at their respective offices at all reasonable times during the AGREEMENT period and for three (3) years from the date of final payment under the AGREEMENT and records for real property and equipment acquired with federal funds must be retained for three (3) years after final disposition. LOCAL AGENCY, Caltrans Auditor, FHWA, or any duly authorized representative of the Federal government having jurisdiction under Federal laws or regulations (including the basis of Federal funding in whole or in part) shall have access to any books, records, and documents of the CONSULTANT, Subconsultants, and the CONSULTANT’s Independent CPA, that are pertinent to the AGREEMENT for audits, examinations, workpaper review, excerpts, and transactions, and copies thereof shall be furnished if requested without limitation.

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ARTICLE IX AUDIT REVIEW PROCEDURES
A. Any dispute concerning a question of fact arising under an interim or post audit of this AGREEMENT that is not disposed of by AGREEMENT, shall be reviewed by LOCAL AGENCY’S Chief Financial Officer.

B. Not later than thirty (30) calendar days after issuance of the final audit report, CONSULTANT may request a review by LOCAL AGENCY’S Chief Financial Officer of unresolved audit issues. The request for review will be submitted in writing.

C. Neither the pendency of a dispute nor its consideration by LOCAL AGENCY will excuse CONSULTANT from full and timely performance, in accordance with the terms of this AGREEMENT.

D. CONSULTANT and subconsultant AGREEMENTs, including cost proposals and Indirect Cost Rates (ICR), may be subject to audits or reviews such as, but not limited to, an AGREEMENT audit, an incurred cost audit, an ICR Audit, or a CPA ICR audit work paper review. If selected for audit or review, the AGREEMENT, cost proposal and ICR and related work papers, if applicable, will be reviewed to verify compliance with 48 CFR 31 and other related laws and regulations. In the instances of a CPA ICR audit work paper review it is CONSULTANT’s responsibility to ensure federal, LOCAL AGENCY, or local government officials are allowed full access to the CPA’s work papers including making copies as necessary. The AGREEMENT, cost proposal, and ICR shall be adjusted by CONSULTANT and approved by LOCAL AGENCY Contract Administrator to conform to the audit or review recommendations. CONSULTANT agrees that individual terms of costs identified in the audit report shall be incorporated into the AGREEMENT by this reference if directed by LOCAL AGENCY at its sole discretion. Refusal by CONSULTANT to incorporate audit or review recommendations, or to ensure that the federal, LOCAL AGENCY or local governments have access to CPA work papers, will be considered a breach of AGREEMENT terms and cause for termination of the AGREEMENT and disallowance of prior reimbursed costs.

E. CONSULTANT’s Cost Proposal may be subject to a CPA ICR Audit Work Paper Review and/or audit by the Independent Office of Audits and Investigations (IOAI). IOAI, at its sole discretion, may review and/or audit and approve the CPA ICR documentation. The Cost Proposal shall be adjusted by the CONSULTANT and approved by the LOCAL AGENCY Contract Administrator to conform to the Work Paper Review recommendations included in the management letter or audit recommendations included in the audit report. Refusal by the CONSULTANT to incorporate the Work Paper Review recommendations included in the management letter or audit recommendations included in the audit report will be considered a breach of the AGREEMENT terms and cause for termination of the AGREEMENT and disallowance of prior reimbursed costs.

1. During IOAI’s review of the ICR audit work papers created by the CONSULTANT’s independent CPA, IOAI will work with the CPA and/or CONSULTANT toward a resolution of issues that arise during the review. Each party agrees to use its best efforts to resolve any audit disputes in a timely manner. If IOAI identifies significant issues during the review and is unable to issue a cognizant approval letter, LOCAL AGENCY will reimburse the CONSULTANT at an accepted ICR until a FAR (Federal Acquisition Regulation) compliant ICR (e.g. 48 CFR Part 31; GAGAS (Generally Accepted Auditing Standards); CAS (Cost Accounting Standards), if applicable; in accordance with procedures and guidelines of the American Association of State Highways and Transportation Officials (AASHTO) Audit Guide; and other applicable procedures and guidelines) is received and approved by IOAI.

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Accepted rates will be as follows:
a. If the proposed rate is less than one hundred fifty percent (150%) - the accepted rate reimbursed will be ninety percent (90%) of the proposed rate. b. If the proposed rate is between one hundred fifty percent (150%) and two hundred percent (200%) - the accepted rate will be eighty-five percent (85%) of the proposed rate.
c. If the proposed rate is greater than two hundred percent (200%) - the accepted rate will be seventy-five percent (75%) of the proposed rate.

2. If IOAI is unable to issue a cognizant letter per paragraph E.1. above, IOAI may require CONSULTANT to submit a revised independent CPA-audited ICR and audit report within three (3) months of the effective date of the management letter. IOAI will then have up to six (6) months to review the CONSULTANT’s and/or the independent CPA’s revisions.

3. If the CONSULTANT fails to comply with the provisions of this paragraph E, or if IOAI is still unable to issue a cognizant approval letter after the revised independent CPA audited ICR is submitted, overhead cost reimbursement will be limited to the accepted ICR that was established upon initial rejection of the ICR and set forth in paragraph E.1. above for all rendered services. In this event, this accepted ICR will become the actual and final ICR for reimbursement purposes under this AGREEMENT.

4. CONSULTANT may submit to LOCAL AGENCY final invoice only when all of the following items have occurred: (1) IOAI accepts or adjusts the original or revised independent CPA audited ICR; (2) all work under this AGREEMENT has been completed to the satisfaction of LOCAL AGENCY; and, (3) IOAI has issued its final ICR review letter. The CONSULTANT MUST SUBMIT ITS FINAL INVOICE TO LOCAL AGENCY no later than sixty (60) calendar days after occurrence of the last of these items. The accepted ICR will apply to this AGREEMENT and all other agreements executed between LOCAL AGENCY and the CONSULTANT, either as a prime or subconsultant, with the same fiscal period ICR.

ARTICLE X SUBCONTRACTING
A. Nothing contained in this AGREEMENT or otherwise, shall create any contractual relation between the LOCAL AGENCY and any Subconsultants, and no subagreement shall relieve the CONSULTANT of its responsibilities and obligations hereunder. The CONSULTANT agrees to be as fully responsible to the LOCAL AGENCY for the acts and omissions of its Subconsultants and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by the CONSULTANT. The CONSULTANT's obligation to pay its Subconsultants is an independent obligation from the LOCAL AGENCY's obligation to make payments to the CONSULTANT.

B. The CONSULTANT shall perform the work contemplated with resources available within its own organization and no portion of the work shall be subcontracted without written authorization by the LOCAL AGENCY Contract Administrator, except that which is expressly identified in the CONSULTANT’s approved Cost Proposal.

C. Any subagreement entered into as a result of this AGREEMENT, shall contain all the provisions stipulated in this entire AGREEMENT to be applicable to Subconsultants unless otherwise noted.

D. CONSULTANT shall pay its Subconsultants within Fifteen (15) calendar days from receipt of each payment made to the CONSULTANT by the LOCAL AGENCY.

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E. Any substitution of Subconsultants must be approved in writing by the LOCAL AGENCY Contract Administrator in advance of assigning work to a substitute Subconsultant.

F. Prompt Progress Payment
CONSULTANT or subconsultant shall pay to any subconsultant, not later than fifteen (15) days after receipt of each progress payment, unless otherwise agreed to in writing, the respective amounts allowed CONSULTANT on account of the work performed by the subconsultants, to the extent of each subconsultant’s interest therein. In the event that there is a good faith dispute over all or any portion of the amount due on a progress payment from CONSULTANT or subconsultant to a subconsultant, CONSULTANT or subconsultant may withhold no more than 150 percent of the disputed amount. Any violation of this requirement shall constitute a cause for disciplinary action and shall subject the licensee to a penalty, payable to the subconsultant, of 2 percent of the amount due per month for every month that payment is not made.

In any action for the collection of funds wrongfully withheld, the prevailing party shall be entitled to his or her attorney’s fees and costs. The sanctions authorized under this requirement shall be separate from, and in addition to, all other remedies, either civil, administrative, or criminal. This clause applies to both DBE and non-DBE subconsultants.

G. Prompt Payment of Withheld Funds to Subconsultants
The LOCAL AGENCY may hold retainage from CONSULTANT and shall make prompt and regular incremental acceptances of portions, as determined by the LOCAL AGENCY, of the contract work, and pay retainage to CONSULTANT based on these acceptances. The LOCAL AGENCY shall designate one of the methods below in the contract to ensure prompt and full payment of any retainage kept by CONSULTANT or subconsultant to a subconsultant.

The LOCAL AGENCY shall hold retainage from CONSULTANT and shall make prompt and regular incremental acceptances of portions, as determined by the LOCAL AGENCY of the contract work and pay retainage to CONSULTANT based on these acceptances. CONSULTANT or subconsultant shall return all monies withheld in retention from all subconsultants within 15 days after receiving payment for work satisfactorily completed and accepted including incremental acceptances of portions of the contract work by the LOCAL AGENCY. Any delay or postponement of payment may take place only for good cause and with the LOCAL AGENCY’s prior written approval. Any violation of these provisions shall subject the violating CONSULTANT or subconsultant to the penalties, sanctions, and other remedies specified in Section 3321 of the California Civil Code. This requirement shall not be construed to limit or impair any contractual, administrative or judicial remedies otherwise available to CONSULTANT or subconsultant in the event of a dispute involving late payment or nonpayment by CONSULTANT; deficient subconsultant performance and/or noncompliance by a subconsultant. This clause applies to both DBE and nonDBE subconsultants.

Any violation of these provisions shall subject the violating CONSULTANT or subconsultant to the penalties, sanctions and other remedies specified therein. These requirements shall not be construed to limit or impair any contractual, administrative, or judicial remedies otherwise available to CONSULTANT or subconsultant in the event of a dispute involving late payment or nonpayment by CONSULTANT, deficient subcontract performance, or noncompliance by a subconsultant.

ARTICLE XI EQUIPMENT PURCHASE AND OTHER CAPITAL EXPENDITURES A. Prior authorization in writing by LOCAL AGENCY’s Contract Administrator shall be required before CONSULTANT enters into any unbudgeted purchase order, or subcontract exceeding five thousand dollars ($5,000) for supplies, equipment, or CONSULTANT services. CONSULTANT shall provide an evaluation of the necessity or desirability of incurring such costs.

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B. For purchase of any item, service, or consulting work not covered in CONSULTANT’s approved Cost Proposal and exceeding five thousand dollars ($5,000), with prior authorization by LOCAL AGENCY’s Contract Administrator, three competitive quotations must be submitted with the request, or the absence of proposal must be adequately justified.

C. Any equipment purchased with funds provided under the terms of this AGREEMENT is subject to the following:

1. CONSULTANT shall maintain an inventory of all nonexpendable property. Nonexpendable property is defined as having a useful life of at least two years and an acquisition cost of five thousand dollars ($5,000) or more. If the purchased equipment needs replacement and is sold or traded in, LOCAL AGENCY shall receive a proper refund or credit at the conclusion of the AGREEMENT, or if the AGREEMENT is terminated, CONSULTANT may either keep the equipment and credit LOCAL AGENCY in an amount equal to its fair market value, or sell such equipment at the best price obtainable at a public or private sale, in accordance with established LOCAL AGENCY procedures; and credit LOCAL AGENCY in an amount equal to the sales price. If CONSULTANT elects to keep the equipment, fair market value shall be determined at CONSULTANT’s expense, on the basis of a competent independent appraisal of such equipment. Appraisals shall be obtained from an appraiser mutually agreeable to by LOCAL AGENCY and CONSULTANT, if it is determined to sell the equipment, the terms and conditions of such sale must be approved in advance by LOCAL AGENCY.

2. Regulation 2 CFR 200 requires a credit to Federal funds when participating equipment with a fair market value greater than five thousand dollars ($5,000) is credited to the project

ARTICLE XII STATE PREVAILING WAGE RATES
A. No CONSULTANT or Subconsultant may be awarded an AGREEMENT containing public work elements unless registered with the Department of Industrial Relations (DIR) pursuant to Labor Code §1725.5. Registration with DIR must be maintained throughout the entire term of this AGREEMENT, including any subsequent amendments.

B. The CONSULTANT shall comply with all of the applicable provisions of the California Labor Code requiring the payment of prevailing wages. The General Prevailing Wage Rate Determinations applicable to work under this AGREEMENT are available and on file with the Department of Transportation's Regional/District Labor Compliance Officer (https://dot.ca.gov/programs/construction/labor-compliance). These wage rates are made a specific part of this AGREEMENT by reference pursuant to Labor Code §1773.2 and will be applicable to work performed at a construction project site. Prevailing wages will be applicable to all inspection work performed at LOCAL AGENCY construction sites, at LOCAL AGENCY facilities and at off-site locations that are set up by the construction contractor or one of its subcontractors solely and specifically to serve LOCAL AGENCY projects. Prevailing wage requirements do not apply to inspection work performed at the facilities of vendors and commercial materials suppliers that provide goods and services to the general public.

C. General Prevailing Wage Rate Determinations applicable to this project may also be obtained from the Department of Industrial Relations website at http://www.dir.ca.gov.

D. Payroll Records

1. Each CONSULTANT and Subconsultant shall keep accurate certified payroll records and supporting documents as mandated by Labor Code §1776 and as defined in 8 CCR §16000 showing the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by the CONSULTANT or Subconsultant in connection with the public work. Each payroll record shall contain or be EXHIBIT G Page 62 of 72 ATTACHMENT B
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verified by a written declaration that it is made under penalty of perjury, stating both of the following:
a. The information contained in the payroll record is true and correct. b. The employer has complied with the requirements of Labor Code §1771, §1811, and §1815 for any work performed by his or her employees on the public works project.

2. The payroll records enumerated under paragraph (1) above shall be certified as correct by the CONSULTANT under penalty of perjury. The payroll records and all supporting documents shall be made available for inspection and copying by LOCAL AGENCY representatives at all reasonable hours at the principal office of the CONSULTANT. The CONSULTANT shall provide copies of certified payrolls or permit inspection of its records as follows:
a. A certified copy of an employee's payroll record shall be made available for inspection or furnished to the employee or the employee's authorized representative on request. b. A certified copy of all payroll records enumerated in paragraph (1) above, shall be made available for inspection or furnished upon request to a representative of LOCAL AGENCY, the Division of Labor Standards Enforcement and the Division of Apprenticeship Standards of the Department of Industrial Relations. Certified payrolls submitted to LOCAL AGENCY, the Division of Labor Standards Enforcement and the Division of Apprenticeship Standards shall not be altered or obliterated by the CONSULTANT.
c. The public shall not be given access to certified payroll records by the CONSULTANT.

The CONSULTANT is required to forward any requests for certified payrolls to the LOCAL AGENCY Contract Administrator by both email and regular mail on the business day following receipt of the request.

3. Each CONSULTANT shall submit a certified copy of the records enumerated in paragraph (1) above, to the entity that requested the records within ten (10) calendar days after receipt of a written request.

4. Any copy of records made available for inspection as copies and furnished upon request to the public or any public agency by LOCAL AGENCY shall be marked or obliterated in such a manner as to prevent disclosure of each individual's name, address, and social security number. The name and address of the CONSULTANT or Subconsultant performing the work shall not be marked or obliterated.

5. The CONSULTANT shall inform LOCAL AGENCY of the location of the records enumerated under paragraph (1) above, including the street address, city and county, and shall, within five (5) working days, provide a notice of a change of location and address.

6. The CONSULTANT or Subconsultant shall have ten (10) calendar days in which to comply subsequent to receipt of written notice requesting the records enumerated in paragraph (1) above. In the event the CONSULTANT or Subconsultant fails to comply within the ten (10) day period, he or she shall, as a penalty to LOCAL AGENCY, forfeit one hundred dollars ($100) for each calendar day, or portion thereof, for each worker, until strict compliance is effectuated.

Such penalties shall be withheld by LOCAL AGENCY from payments then due. CONSULTANT is not subject to a penalty assessment pursuant to this section due to the failure of a Subconsultant to comply with this section.

E. When prevailing wage rates apply, the CONSULTANT is responsible for verifying compliance with certified payroll requirements. Invoice payment will not be made until the invoice is approved by the LOCAL AGENCY Contract Administrator.

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F. Penalty

1. The CONSULTANT and any of its Subconsultants shall comply with Labor Code §1774 and §1775. Pursuant to Labor Code §1775, the CONSULTANT and any Subconsultant shall forfeit to the LOCAL AGENCY a penalty of not more than two hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the Director of DIR for the work or craft in which the worker is employed for any public work done under the AGREEMENT by the CONSULTANT or by its Subconsultant in violation of the requirements of the Labor Code and in particular, Labor Code §§1770 to 1780, inclusive.

2. The amount of this forfeiture shall be determined by the Labor Commissioner and shall be based on consideration of mistake, inadvertence, or neglect of the CONSULTANT or Subconsultant in failing to pay the correct rate of prevailing wages, or the previous record of the CONSULTANT or Subconsultant in meeting their respective prevailing wage obligations, or the willful failure by the CONSULTANT or Subconsultant to pay the correct rates of prevailing wages. A mistake, inadvertence, or neglect in failing to pay the correct rates of prevailing wages is not excusable if the CONSULTANT or Subconsultant had knowledge of the obligations under the Labor Code. The CONSULTANT is responsible for paying the appropriate rate, including any escalations that take place during the term of the AGREEMENT.

3. In addition to the penalty and pursuant to Labor Code §1775, the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing wage rate shall be paid to each worker by the CONSULTANT or Subconsultant.

4. If a worker employed by a Subconsultant on a public works project is not paid the general prevailing per diem wages by the Subconsultant, the CONSULTANT of the project is not liable for the penalties described above unless the CONSULTANT had knowledge of that failure of the Subconsultant to pay the specified prevailing rate of wages to those workers or unless the CONSULTANT fails to comply with all of the following requirements:
a. The AGREEMENT executed between the CONSULTANT and the Subconsultant for the performance of work on public works projects shall include a copy of the requirements in Labor Code §§ 1771, 1775, 1776, 1777.5, 1813, and 1815. b. The CONSULTANT shall monitor the payment of the specified general prevailing rate of per diem wages by the Subconsultant to the employees by periodic review of the certified payroll records of the Subconsultant.
c. Upon becoming aware of the Subconsultant’s failure to pay the specified prevailing rate of wages to the Subconsultant’s workers, the CONSULTANT shall diligently take corrective action to halt or rectify the failure, including but not limited to, retaining sufficient funds due the Subconsultant for work performed on the public works project. d. Prior to making final payment to the Subconsultant for work performed on the public works project, the CONSULTANT shall obtain an affidavit signed under penalty of perjury from the Subconsultant that the Subconsultant had paid the specified general prevailing rate of per diem wages to the Subconsultant’s employees on the public works project and any amounts due pursuant to Labor Code §1813.

5. Pursuant to Labor Code §1775, LOCAL AGENCY shall notify the CONSULTANT on a public works project within fifteen (15) calendar days of receipt of a complaint that a Subconsultant has failed to pay workers the general prevailing rate of per diem wages.

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prevailing rate of per diem wages and if LOCAL AGENCY did not retain sufficient money under the AGREEMENT to pay those employees the balance of wages owed under the general prevailing rate of per diem wages, the CONSULTANT shall withhold an amount of moneys due the Subconsultant sufficient to pay those employees the general prevailing rate of per diem wages if requested by LOCAL AGENCY.

G. Hours of Labor
Eight (8) hours labor constitutes a legal day's work. The CONSULTANT shall forfeit, as a penalty to the LOCAL AGENCY, twenty-five dollars ($25) for each worker employed in the execution of the AGREEMENT by the CONSULTANT or any of its Subconsultants for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of the Labor Code, and in particular §§1810 to 1815 thereof, inclusive, except that work performed by employees in excess of eight (8) hours per day, and forty (40) hours during any one week, shall be permitted upon compensation for all hours worked in excess of eight (8) hours per day and forty (40) hours in any week, at not less than one and one-half (1.5) times the basic rate of pay, as provided in §1815.

H. Employment of Apprentices

1. Where either the prime AGREEMENT or the subagreement exceeds thirty thousand dollars ($30,000), the CONSULTANT and any subconsultants under him or her shall comply with all applicable requirements of Labor Code §§ 1777.5, 1777.6 and 1777.7 in the employment of apprentices.

2. CONSULTANTs and subconsultants are required to comply with all Labor Code requirements regarding the employment of apprentices, including mandatory ratios of journey level to apprentice workers. Prior to commencement of work, CONSULTANT and subconsultants are advised to contact the DIR Division of Apprenticeship Standards website at https://www.dir.ca.gov/das/, for additional information regarding the employment of apprentices and for the specific journey-to- apprentice ratios for the AGREEMENT work. The CONSULTANT is responsible for all subconsultants’ compliance with these requirements.

Penalties are specified in Labor Code §1777.7.

ARTICLE XIII CONFLICT OF INTEREST
A. During the term of this AGREEMENT, the CONSULTANT shall disclose any financial, business, or other relationship with LOCAL AGENCY that may have an impact upon the outcome of this AGREEMENT or any ensuing LOCAL AGENCY construction project. The CONSULTANT shall also list current clients who may have a financial interest in the outcome of this AGREEMENT or any ensuing LOCAL AGENCY construction project which will follow.

B. CONSULTANT certifies that it has disclosed to LOCAL AGENCY any actual, apparent, or potential conflicts of interest that may exist relative to the services to be provided pursuant to this AGREEMENT. CONSULTANT agrees to advise LOCAL AGENCY of any actual, apparent or potential conflicts of interest that may develop subsequent to the date of execution of this AGREEMENT. CONSULTANT further agrees to complete any statements of economic interest if required by either LOCAL AGENCY ordinance or State law.

C. The CONSULTANT hereby certifies that it does not now have, nor shall it acquire any financial or business interest that would conflict with the performance of services under this AGREEMENT.

D. The CONSULTANT hereby certifies that the CONSULTANT or subconsultant and any firm affiliated with the CONSULTANT or subconsultant that bids on any construction contract or on any Agreement to provide construction inspection for any construction project resulting from this EXHIBIT G Page 65 of 72 ATTACHMENT B
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AGREEMENT, has established necessary controls to ensure a conflict of interest does not exist. An affiliated firm is one, which is subject to the control of the same persons, through joint ownership or otherwise.

ARTICLE XIV REBATES, KICKBACKS OR OTHER UNLAWFUL CONSIDERATION The CONSULTANT warrants that this AGREEMENT was not obtained or secured through rebates, kickbacks or other unlawful consideration either promised or paid to any LOCAL AGENCY employee.

For breach or violation of this warranty, LOCAL AGENCY shall have the right, in its discretion, to terminate this AGREEMENT without liability, to pay only for the value of the work actually performed, or to deduct from this AGREEMENT price or otherwise recover the full amount of such rebate, kickback or other unlawful consideration.

ARTICLE XV PROHIBITION OF EXPENDING LOCAL AGENCY, STATE, OR FEDERAL FUNDS

FOR LOBBYING
A. The CONSULTANT certifies, to the best of his or her knowledge and belief, that:

1. No State, Federal, or LOCAL AGENCY appropriated funds have been paid or will be paid, by or on behalf of the CONSULTANT, to any person for influencing or attempting to influence an officer or employee of any local, State, or Federal agency, a Member of the State Legislature or United States Congress, an officer or employee of the Legislature or Congress, or any employee of a Member of the Legislature or Congress in connection with the awarding or making of this AGREEMENT, or with the extension, continuation, renewal, amendment, or modification of this AGREEMENT.

2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with this AGREEMENT, the CONSULTANT shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions.

B. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. §1352. Any person who fails to file the required certification shall be subject to a civil penalty of not less than ten thousand dollars ($10,000) and not more than one hundred thousand dollars ($100,000) for each such failure.

C. The CONSULTANT also agrees by signing this document that he or she shall require that the language of this certification be included in all lower tier subagreements, which exceed one hundred thousand dollars ($100,000), and that all such subrecipients shall certify and disclose accordingly.

ARTICLE XVI NON-DISCRIMINATION CLAUSE AND STATEMENT OF COMPLIANCE A. The CONSULTANT’s signature affixed herein and dated shall constitute a certification under penalty of perjury under the laws of the State of California that the CONSULTANT has, unless exempt, complied with the nondiscrimination program requirements of Gov. Code §12990 and 2 CCR § 8103.

B. During the performance of this AGREEMENT, CONSULTANT and its subconsultants shall not deny the AGREEMENT’s benefits to any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor shall they unlawfully discriminate, harass, or allow harassment against any EXHIBIT G Page 66 of 72 ATTACHMENT B
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employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. CONSULTANT and subconsultants shall insure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.

CONSULTANT and subconsultants shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code §12990 et seq.), the applicable regulations promulgated there under (2 CCR §11000 et seq.), the provisions of Gov. Code §§11135-11139.5, and the regulations or standards adopted by LOCAL AGENCY to implement such article. The applicable regulations of the Fair Employment and Housing Commission implementing Gov. Code §12990 (a-f), set forth 2 CCR §§8100-8504, are incorporated into this AGREEMENT by reference and made a part hereof as if set forth in full.

C. CONSULTANT shall permit access by representatives of the Department of Fair Employment and Housing and the LOCAL AGENCY upon reasonable notice at any time during the normal business hours, but in no case less than twenty-four (24) hours’ notice, to such of its books, records, accounts, and all other sources of information and its facilities as said Department or LOCAL AGENCY shall require to ascertain compliance with this clause.

D. CONSULTANT and its subconsultants shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other Agreement.

E. CONSULTANT shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under this AGREEMENT.

F. The CONSULTANT, with regard to the work performed under this AGREEMENT, shall act in accordance with Title VI of the Civil Rights Act of 1964 (42 U.S.C. §2000d et seq.). Title VI provides that the recipients of federal assistance will implement and maintain a policy of nondiscrimination in which no person in the United States shall, on the basis of race, color, national origin, religion, sex, age, disability, be excluded from participation in, denied the benefits of or subject to discrimination under any program or activity by the recipients of federal assistance or their assignees and successors in interest.

G. The CONSULTANT shall comply with regulations relative to non-discrimination in federally-assisted programs of the U.S. Department of Transportation (49 CFR 21 – Effectuation of Title VI of the Civil Rights Act of 1964). Specifically, the CONSULTANT shall not participate either directly or indirectly in the discrimination prohibited by 49 CFR §21.5, including employment practices and the selection and retention of Subconsultants.

H. CONSULTANT, subrecipient or subconsultant will never exclude any person from participation in, deny any person the benefits of, or otherwise discriminate against anyone in connection with the award and performance of any contract covered by 49 CFR 26 on the basis of race, color, sex, or national origin. In administering the LOCAL AGENCY components of the DBE Program Plan, CONSULTANT, subrecipient or subconsultant will not, directly, or through contractual or other arrangements, use criteria or methods of administration that have the effect of defeating or substantially impairing accomplishment of the objectives of the DBE Program Plan with respect to individuals of a particular race, color, sex, or national origin.

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ARTICLE XVII DEBARMENT AND SUSPENSION CERTIFICATION
A. The CONSULTANT’s signature affixed herein shall constitute a certification under penalty of perjury under the laws of the State of California, that the CONSULTANT or any person associated therewith in the capacity of owner, partner, director, officer or manager:

1. Is not currently under suspension, debarment, voluntary exclusion, or determination of ineligibility by any federal agency;

2. Has not been suspended, debarred, voluntarily excluded, or determined ineligible by any federal agency within the past three (3) years;

3. Does not have a proposed debarment pending; and

4. Has not been indicted, convicted, or had a civil judgment rendered against it by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three (3) years.

B. Any exceptions to this certification must be disclosed to LOCAL AGENCY. Exceptions will not necessarily result in denial of recommendation for award, but will be considered in determining responsibility. Disclosures must indicate the party to whom the exceptions apply, the initiating agency, and the dates of agency action.

C. Exceptions to the Federal Government excluded parties (https://sam.gov/content/home) maintained by the U.S. General Services Administration are to be determined by FHWA.

ARTICLE XIX INSURANCE
See Section 3 of the Professional Services Contract.

ARTICLE XX FUNDING REQUIREMENTS
A. It is mutually understood between the parties that this AGREEMENT may have been written before ascertaining the availability of funds or appropriation of funds, for the mutual benefit of both parties, in order to avoid program and fiscal delays that would occur if the AGREEMENT were executed after that determination was made.

B. This AGREEMENT is valid and enforceable only if sufficient funds are made available to LOCAL AGENCY for the purpose of this AGREEMENT. In addition, this AGREEMENT is subject to any additional restrictions, limitations, conditions, or any statute enacted by the Congress, State Legislature, or LOCAL AGENCY governing board that may affect the provisions, terms, or funding of this AGREEMENT in any manner.

C. It is mutually agreed that if sufficient funds are not appropriated, this AGREEMENT may be amended to reflect any reduction in funds.

D. LOCAL AGENCY has the option to terminate the AGREEMENT pursuant to Article VI Termination, or by mutual agreement to amend the AGREEMENT to reflect any reduction of funds.

ARTICLE XXI CHANGE IN TERMS
A. This AGREEMENT may be amended or modified only by mutual written agreement of the parties.

B. CONSULTANT shall only commence work covered by an amendment after the amendment is executed and notification to proceed has been provided by LOCAL AGENCY’s Contract Administrator.

C. There shall be no change in CONSULTANT’s Project Manager or members of the project team, as EXHIBIT G Page 68 of 72 ATTACHMENT B
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listed in the approved Cost Proposal, which is a part of this AGREEMENT without prior written approval by LOCAL AGENCY’s Contract Administrator.

ARTICLE XXII CONTINGENT FEE
CONSULTANT warrants, by execution of this AGREEMENT that no person or selling agency has been employed, or retained, to solicit or secure this AGREEMENT upon an agreement or understanding, for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees, or bona fide established commercial or selling agencies maintained by CONSULTANT for the purpose of securing business. For breach or violation of this warranty, LOCAL AGENCY has the right to annul this AGREEMENT without liability; pay only for the value of the work actually performed, or in its discretion to deduct from the AGREEMENT price or consideration, or otherwise recover the full amount of such commission, percentage, brokerage, or contingent fee.

ARTICLE XXIII DISPUTES
Prior to either party commencing any legal action under this AGREEMENT, the parties agree to try in good faith, to settle any dispute amicably between them. If a dispute has not been settled after forty-five (45) days of good-faith negotiations and as may be otherwise provided herein, then either party may commence legal action against the other.

A. Any dispute, other than audit, concerning a question of fact arising under this AGREEMENT that is not disposed of by agreement shall be decided by a committee consisting of LOCAL AGENCY’s Contract Administrator and Department Head or Designee, who may consider written or verbal information submitted by CONSULTANT.

B. Not later than thirty (30) calendar days after completion of all work under the AGREEMENT, CONSULTANT may request review by LOCAL AGENCY Governing Board of unresolved claims or disputes, other than audit. The request for review will be submitted in writing.

C. Neither the pendency of a dispute, nor its consideration by the committee will excuse CONSULTANT from full and timely performance in accordance with the terms of this AGREEMENT.

ARTICLE XXIV INSPECTION OF WORK
CONSULTANT and any subconsultant shall permit LOCAL AGENCY, the State, and the FHWA if federal participating funds are used in this AGREEMENT; to review and inspect the project activities and files at all reasonable times during the performance period of this AGREEMENT.

ARTICLE XXV SAFETY
A. CONSULTANT shall comply with OSHA regulations applicable to CONSULTANT regarding necessary safety equipment or procedures. CONSULTANT shall comply with safety instructions issued by LOCAL AGENCY Safety Officer and other LOCAL AGENCY representatives.

CONSULTANT personnel shall wear hard hats and safety vests at all times while working on the construction project site.

B. Pursuant to the authority contained in Vehicle Code §591, LOCAL AGENCY has determined that such areas are within the limits of the project and are open to public traffic. CONSULTANT shall comply with all of the requirements set forth in Divisions 11, 12, 13, 14, and 15 of the Vehicle Code. CONSULTANT shall take all reasonably necessary precautions for safe operation of its vehicles and the protection of the traveling public from injury and damage from such vehicles.

C. Any subcontract entered into as a result of this contract, shall contain all of the provisions of this Article.

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D. CONSULTANT must have a Division of Occupational Safety and Health (CAL-OSHA) permit(s), as outlined in Labor Code §6500 and §6705, prior to the initiation of any practices, work, method, operation, or process related to the construction or excavation of trenches which are five (5) feet or deeper.

ARTICLE XXVI OWNERSHIP OF DATA
A. It is mutually agreed that all materials prepared by CONSULTANT under this AGREEMENT shall become the property of City, and CONSULTANT shall have no property right therein whatsoever.

Immediately upon termination, City shall be entitled to, and CONSULTANT shall deliver to City, reports, investigations, appraisals, inventories, studies, analyses, drawings and data estimates performed to that date, whether completed or not, and other such materials as may have been prepared or accumulated to date by CONSULTANT in performing this AGREEMENT which is not CONSULTANT’s privileged information, as defined by law, or CONSULTANT’s personnel information, along with all other property belonging exclusively to City which is in CONSULTANT’s possession. Publication of the information derived from work performed or data obtained in connection with services rendered under this AGREEMENT must be approved in writing by City.

B. Additionally, it is agreed that the Parties intend this to be an AGREEMENT for services and each considers the products and results of the services to be rendered by CONSULTANT hereunder to be work made for hire. CONSULTANT acknowledges and agrees that the work (and all rights therein, including, without limitation, copyright) belongs to and shall be the sole and exclusive property of City without restriction or limitation upon its use or dissemination by City.

C. Nothing herein shall constitute or be construed to be any representation by CONSULTANT that the work product is suitable in any way for any other project except the one detailed in this Contract.

Any reuse by City for another project or project location shall be at City’s sole risk.

D. Applicable patent rights provisions regarding rights to inventions shall be included in the contracts as appropriate (48 CFR 27 Subpart 27.3 - Patent Rights under Government Contracts for federalaid contracts).

E. LOCAL AGENCY may permit copyrighting reports or other agreement products. If copyrights are permitted; the AGREEMENT shall provide that the FHWA shall have the royalty-free nonexclusive and irrevocable right to reproduce, publish, or otherwise use; and to authorize others to use, the work for government purposes.

ARTICLE XXVII CLAIMS FILED BY LOCAL AGENCY’s CONSTRUCTION CONTRACTOR A. If claims are filed by LOCAL AGENCY’s construction contractor relating to work performed by CONSULTANT’s personnel, and additional information or assistance from CONSULTANT’s personnel is required in order to evaluate or defend against such claims; CONSULTANT agrees to make its personnel available for consultation with LOCAL AGENCY’S construction contract administration and legal staff and for testimony, if necessary, at depositions and at trial or arbitration proceedings.

B. CONSULTANT’s personnel that LOCAL AGENCY considers essential to assist in defending against construction contractor claims will be made available on reasonable notice from LOCAL AGENCY.

Consultation or testimony will be reimbursed at the same rates, including travel costs that are being paid for CONSULTANT’s personnel services under this AGREEMENT.

C. Services of CONSULTANT’s personnel in connection with LOCAL AGENCY’s construction contractor claims will be performed pursuant to a written contract amendment, if necessary, extending the termination date of this AGREEMENT in order to resolve the construction claims.

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ARTICLE XXVIII CONFIDENTIALITY OF DATA
A. All financial, statistical, personal, technical, or other data and information relative to LOCAL AGENCY’s operations, which are designated confidential by LOCAL AGENCY and made available to CONSULTANT in order to carry out this AGREEMENT, shall be protected by CONSULTANT from unauthorized use and disclosure.

B. Permission to disclose information on one occasion, or public hearing held by LOCAL AGENCY relating to the AGREEMENT, shall not authorize CONSULTANT to further disclose such information, or disseminate the same on any other occasion.

C. CONSULTANT shall not comment publicly to the press or any other media regarding the AGREEMENT or LOCAL AGENCY’s actions on the same, except to LOCAL AGENCY’s staff, CONSULTANT’s own personnel involved in the performance of this AGREEMENT, at public hearings, or in response to questions from a Legislative committee.

D. CONSULTANT shall not issue any news release or public relations item of any nature, whatsoever, regarding work performed or to be performed under this AGREEMENT without prior review of the contents thereof by LOCAL AGENCY, and receipt of LOCAL AGENCY’S written permission.

E. Any subcontract entered into as a result of this contract shall contain all of the provisions of this Article.

F. All information related to the construction estimate is confidential, and shall not be disclosed by CONSULTANT to any entity, other than LOCAL AGENCY, Caltrans, and/or FHWA. All of the materials prepared or assembled by CONSULTANT pursuant to performance of this Contract are confidential and CONSULTANT agrees that they shall not be made available to any individual or organization without the prior written approval of City or except by court order. If CONSULTANT or any of its officers, employees, or subcontractors does voluntarily provide information in violation of this Contract, City has the right to reimbursement and indemnity from CONSULTANT for any damages caused by CONSULTANT releasing the information, including, but not limited to, City’s attorney’s fees and disbursements, including without limitation experts’ fees and disbursements.

ARTICLE XXIX NATIONAL LABOR RELATIONS BOARD CERTIFICATION In accordance with Public Contract Code §10296, CONSULTANT hereby states under penalty of perjury that no more than one final unappealable finding of contempt of court by a federal court has been issued against CONSULTANT within the immediately preceding two-year period, because of CONSULTANT’s failure to comply with an order of a federal court that orders CONSULTANT to comply with an order of the National Labor Relations Board.

ARTICLE XXX EVALUATION OF CONSULTANT
CONSULTANT’s performance will be evaluated by LOCAL AGENCY. A copy of the evaluation will be sent to CONSULTANT for comments. The evaluation together with the comments shall be retained as part of the AGREEMENT record.

ARTICLE XXXI PROMPT PAYMENT
A. PROMPT PAYMENT FROM LOCAL AGENCY TO CONSULTANT
The LOCAL AGENCY shall make all project progress payment within 30 days after receipt of an undisputed and properly submitted payment request from CONSULTANT on a professional service contract. If the LOCAL AGENCY fails to pay promptly, the LOCAL AGENCY shall pay interest to the CONSULTANT, which accrues at the rate of 10 percent per annum on the principal amount of a money judgment remaining unsatisfied and pro-rated as necessary. Upon receipt of the payment request, the LOCAL AGENCY shall act in accordance with both of the following:

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(1) The LOCAL AGENCY shall review each payment request as soon as feasible after receipt to verify it is a proper payment request.
(2) The LOCAL AGENCY must return any payment request deemed improper by the LOCAL AGENCY to the CONSULTANT as soon as feasible, but not later than seven (7) days, after receipt. A request returned pursuant to this paragraph shall include documentation setting forth in writing the reasons why it is an improper payment request.

B. PROMPT PAYMENT CERTIFICATION
For projects awarded on or after September 1, 2023: the CONSULTANT must now submit Exhibit 9-P to the LOCAL AGENCY administering the contract by the 15th of the month following the month of any payment(s). If the CONSULTANT does not make any payments to subconsultants, supplier(s), and/or manufacturers they must report “no payments were made to subs this month” and write this visibly and legibly on Exhibit 9-P.

The LOCAL AGENCY must verify all Exhibit 9-P information, monitor compliance with prompt payment requirements for DBE and non-DBE firms, and address any shortfalls to the DBE commitment and prompt payment issues until the end of the project. The LOCAL AGENCY must email a copy of Exhibit 9-P to [email protected] before the end of the month after receiving the Exhibit 9-P from the CONSULTANT.

ARTICLE XXXII TITLE VI ASSURANCES
Refer to the Professional Services Contract.

ARTICLE XXXIII NOTIFICATION
Refer to the Professional Services Contract.

ARTICLE XXXIV CONTRACT
Refer to the Professional Services Contract.

ARTICLE XXXV SIGNATURES
Refer to the Professional Services Contract.

EXHIBIT G Page 72 of 72 ATTACHMENT B
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Miracle Mile Pedestrian
Safety Improvements
and Revitalization
CITY PROJECT NO. WT24043
MARCH 18, 2025
AGENDA ITEM NO. 15.1
560
Background
 Miracle Mile
 Located on Pacific Avenue from Alpine Avenue to Harding Way and Harding Way from El Dorado Street to Lincoln Street  Includes commercial, residential, educational, and recreational land uses
 The original idea of Miracle Mile in Stockton was developed by Joe Plecarpo in the early 1920s, who modeled it after Wilshire Street in Los Angeles
 In 2022, Assembly Bill (AB) 179 granted $20 million
 To be used for pedestrian crossing upgrades, public
safety improvements, and revitalization of Miracle Mile  Ad-Hoc Workgroup
 Comprised of members of the community and Assembly
Member Carlos Villapudua’s office
 Provided recommendations to the City in a Conceptual Design Report (Report)
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Conceptual Design Report Summary
 Incorporate civil improvements for
 Traffic calming
 Street improvements
 Crosswalk, sidewalk, and
parking upgrades
 Way-finding
 Landscaping
 Install lighting throughout the district
 Monitoring security
 Promote active modes of transportation to
and from the Miracle Mile
 Create opportunities for people to gather
 Enhance the façades of businesses
 Maintain the historical style of the
Miracle Mile
Developed recommendations to:
562
Current Situation
On January 29, 2024, the City entered into a Funding Transfer Agreement with Caltrans.

Council approved the Pre-Qualified Design Consulting Firms List on November 19, 2024.

City advertised a Request for Proposals on November 26, 2024.

Only consulting firms from the pre-qualified list were
allowed to submit a design proposal
On January 21, 2025, seven firms submitted a proposal for this project.
563
Current Situation
A Selection Committee comprised of Public Works
and Economic Development staff reviewed proposals
and conducted interviews with all seven consulting firms.

Evaluation was based on the firm’s
 Understanding of work
 Experience with similar kinds of projects
 Team qualifications
 Project approach
 Interview performance
 Cost
Staff found Siegfried Engineering, Inc. to be
the most qualified firm based on the abovementioned criteria. 564
Why Siegfried?
This carefully selected team
is dedicated to realizing
the goals of safety,
accessibility, and revitalization
for the Miracle Mile
Local firm
Familiar with Stockton
565
Tentative
Timeline
• March 18, 2025 – Award Professional
Services Contract to Siegfried
Engineering, Inc. • April 15, 2025 – Execute Contract • April 16, 2025 – Staff issues Notice to Proceed
• April 2025 to Fall 2026 – Design
566
Recommendation
It is recommended that the City Council Approve a
Motion to:

1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the
competitive bidding process

2. Award a Professional Services Contract to Siegfried
Engineering, Inc. of Stockton, CA, in the amount of
$2,194,000 for the design of the Miracle Mile Pedestrian Safety Improvements and Revitalization, Project No.

WT24043/PLBP-5008(203)
It is also recommended that the City Manager be
authorized to take appropriate and necessary actions to carry out the purpose and intent if this motion.
567
Questions:
568
City of Stockton
Legislation Text
File #: 25-0318, Version: 1

STOCKTON POLICE DEPARTMENT (SPD) SUBSTATIONS UPDATE

RECOMMENDATION
Informational only; no action to be taken.

Summary
This will be an informational update presented by the Stockton Police Department on police substations.

City of Stockton Page 1 of 1 Printed on 3/13/2025
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City Council Meeting
March 18, 2025
Item 15.2
STOCKTON POLICE DEPARTMENT:

POLICE SUBSTATIONS UPDATE
570

SUBSTATIONS
Mission Statement: “To Enhance safety in South Stockton through “See Something Say Something Policing.”
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PURPOSE
Substations will enhance police visibility in South
Stockton by fostering relationships between officers,
professional staff, and volunteers to impact crime
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• Strengthen Community
Relationships
• Increase Police Presence and
Accessibility
• Weeding and Seeding
• Enhanced Patrols for
Intervention and Suppression
of Crime

GOALS & OBJECTIVES
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PHASE 1
• Weston Ranch Substation
• Launch date: July 31, 2025 (based on available location) 574
PHASE 2
• Sierra Vista Substation
• Launch date: September 30, 2025 (based on available location) 575

CONCLUSION
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NEXT STEPS
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City of Stockton
Legislation Text
File #: 24-1169, Version: 1

PUBLIC HEARING TO APPROVE AN OFFICE AND INDUSTRIAL SALES TAX INCENTIVE AGREEMENT BETWEEN THE CITY OF STOCKTON AND HOME DEPOT USA, INC., AND

AMEND THE OFFICE AND INDUSTRIAL SALES TAX INCENTIVE PROGRAM GUIDELINES

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

1. Approving the execution of an Office and Industrial Sales Tax Incentive Agreement between the City of Stockton and Home Depot USA, Inc.;

2. Amending the Office and Industrial Sales Tax Incentive program guidelines to better support the City in attracting and retaining businesses and to facilitate easier engagement with enterprises; and

3. Authorizing the City Manager to take necessary and appropriate actions to carry out the purpose and intent of the resolution.

Summary
On June 24, 2014, City Council approved the Office and Industrial Sales Tax Incentive Program (Attachment A - Resolution 2014-06-24-1505) to support the City’s business attraction/expansion efforts and generate additional revenue for the City. The program provides financial incentives to eligible businesses that are looking to locate or expand in existing or newly constructed office or industrial facilities within Stockton city limits. The Economic Development Department has been working with Ernst & Young LLP, a retail consulting firm, to attract Home Depot USA, Inc., a multinational home improvement business, to expand their e-commerce point of sale distribution center in Stockton. Home Depot USA, Inc. has agreed to establish its distribution center in Stockton for the completion and release of point-of-sales orders for flatbeds and bulk orders to local customers upon the execution of an Office and Industrial Sales Tax Incentive Agreement.

DISCUSSION
Background
Council has identified several key goals for the City, including economic development and fiscal sustainability. Adoption of the Office and Industrial Sales Tax Incentive Program supported this effort by encouraging new investment and allowing Stockton to be more competitive in the attraction of new business/expansion of existing business to generate additional tax revenues. The guidelines of the program were later revised on August 12, 2014 to disqualify businesses already located within San Joaquin County from being eligible, as the intention of the program was not to attract business away City of Stockton Page 1 of 3 Printed on 3/11/2025
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from San Joaquin County jurisdictions (Attachment B - Resolution 2014-08-12-1601).

Examples of the types of office and industrial uses that would be eligible under the program include:
e-Commerce businesses, fuel distributors, high-tech equipment manufacturers or software developers, medical device manufacturers, and business-to-business sales. In these cases, there must be a physical sales desk located at the office or industrial facility where the transaction occurs.

Under the current program guidelines, a business must meet the following criteria to be eligible:
· Generate net new annual gross taxable sales of $25 million or more, · Generate sales tax to the City of Stockton corresponding with the gross sales tax amount, · Create a minimum of ten full-time equivalent jobs,
· Make or retain a capital investment within the City of $50,000 or more (aggregate of lease or purchase of facility, tenant improvements, off-site improvements, or other similar investment), · Must have a physical presence within Stockton city limits, and · No tax-sharing agreement shall include local measure taxes.

Present Situation
As indicated in the Office and Industrial Sales Tax Incentive program guidelines, each incentive agreement requires Council approval. Further, in accordance with AB 562, effective January 1, 2014, local agencies must provide specified information to the public before approving economic development subsidies of $100,000 or more. AB 562 also requires that a public notice and hearing be held regarding the subsidy to include, among other things, the name of the company receiving the subsidy and the amount of the subsidy. To clarify, the City is not allocating existing funds in the form of a traditional subsidy, with this recommended sales tax agreement, rather the City is sharing future tax income with Home Depot. The 1% Bradley Burns portion of the overall 7.25% state sales tax is due to the local jurisdiction designated as the point of sale (Attachment C - Brief describing Sales Tax). If Stockton is designated as the point of sale, the City is due the full 1%. The Incentive program allows for the City to split the 1% into two 0.5% portions to support business recruitment.

Home Depot USA, Inc., a Delaware corporation (“Home Depot”), currently operates a distribution center in Stockton located at 2055 Industrial Dr. #2. The company has signed a lease to expand its eCommerce and point-of-sale distribution operations at a new facility between 600,000 and 700,000 square feet at 320 McCloy Ave. The project falls within the Port of Stockton’s jurisdiction, with all entitlements managed by the Port, rather than the City of Stockton. Therefore, Home Depot is proceeding with this expansion independently of City involvement. However, if Home Depot elects to designate Stockton as the point-of-sale and enter into a tax-sharing agreement, the City would directly benefit by receiving a portion of the 1% local Bradley-Burns sales tax revenue generated from sales activity at the new facility. Additionally, securing this agreement could further strengthen Stockton’s position as a hub for logistics and distribution, creating long-term economic benefits.

If no tax-sharing agreement is established and the point of sale is not designated within Stockton, the 1% sales tax revenue could default to San Joaquin County or another jurisdiction where sales are recorded, rather than contributing to Stockton’s local budget and redevelopment endeavors.

The new distribution center is projected to create approximately 80-100 permanent jobs, with additional seasonal positions anticipated. Further job growth could occur during the term of a taxsharing agreement, though the exact number remains undetermined. Establishing this partnership City of Stockton Page 2 of 3 Printed on 3/11/2025
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could not only ensure revenue capture but also encourage long-term business investment and support workforce development in the City of Stockton.

It is estimated that Home Depot will generate annual sales of approximately $50 million to $100 million, which will result in an annual sales tax specific to this agreement of $500,000 to $1,000,000 which will be split evenly (50/50) between each entity. The sales tax to be split is based on net new sales tax revenue received by the City and applies only to the one-percent Bradley-Burns tax and not the entire nine-percent tax rate. No split will be provided on tax revenues received from Measures W and A.

As outlined in the Incentive Agreement, Home Depot has agreed to a 50/50 split with the City of Stockton. The Incentive Agreement will be for a term of 15 years from the date of execution, with two, 5-year options to extend. The public will receive a direct benefit from the execution of the Incentive Agreement in that it will generate net new sales tax revenue for the City of Stockton to further economic growth and create additional job opportunities with the expansion of Home Depot operations.

The previous Tax Incentive program included a tiered tax-sharing vehicle. The proposed, updated program guidelines replace the tiered split of the 1% tax with a 50/50 split regardless of the anticipated net new sales tax amount. This change is reflected as a supporting table in Exhibit 1 to the Resolution and reflects increased revenue share for the City (Attachment D - Redlined Version of Program Guidelines).

Staff is recommending that the City Council approve the execution of an Office and Industrial Sales Tax Incentive Agreement between the City and Home Depot USA, Inc., which is attached as Exhibit 2 to the Resolution.

PUBLIC NOTICE
A notice of this public hearing was published in The Record on March 7, 2025

FINANCIAL SUMMARY
Home Depot estimates annual sales of approximately $50 million to $100 million (or $500,000 to $1.0 million, in sales tax revenue), which will result in an estimated annual return of $250,000 to $500,000 to both the City and Home Depot.

The proposed resolution would direct all proceeds from the agreement between Home Depot and the City into the General Fund. The Agreement proceeds may be used for the City’s redevelopment efforts including acquisition, blight abatement, demolition and other actions that support the City’s redevelopment. Said funds will be reviewed annually during the budget process and will require future Council approval for allocation and use.

Attachment A - Approved Resolution 2014-06-24-1505
Attachment B - Approved Resolution 2014-08-12-1601
Attachment C - Sales and Use Tax Brief
Attachment D - Redline Version of Office and Industrial Sales Tax (OIST) Incentive Program City of Stockton Page 3 of 3 Printed on 3/11/2025
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Introduction
California voters approved the first sales tax in 1933. Sales taxation, collection, and allocation have undergone several transformations along a winding journey of exemptions and evolving state and local bureaucracy. Today, the statewide sales tax rate on eligible taxable goods is 7.25%, but there is considerable variation across the state.

Sales tax is administered and distributed by the state, but the 7.25% sales tax rate is composed of both state and local levies. As the chart on the following page illustrates, sales tax revenue helps fund a broad variety of county services ranging from anti-poverty programs, behavioral health services, and communicable disease control to regional parks, veterans’ services, and weights and measures, with a litany of programs and services in the middle.

If the statewide sales tax rate is 7.25%,
why does the tax rate vary across the
state?
Under California law, cities and counties are
authorized to impose local transaction and use tax
rates, when approved by the local jurisdictions’
voters. Transaction and use taxes are “added on”
and administered in tandem with the sales and use
tax. For example, voters in Sacramento County
approved a 0.5% transaction and use tax (Measure
A, 2004), increasing the countywide tax rate to 7.75%
for taxable transactions. The state often refers to
these taxes as “district taxes.” Across California’s 58 counties, the unweighted average sales tax rate is

7.75%. When weighted for population, the average
sales tax rate across California’s 58 counties is 8.41%.

Bradley-Burns Uniform Local Sales
and Use Tax Act (“Bradley-Burns”)
The Bradley-Burns Act allows local governments to
adopt local sales and use tax rates up to 1% of
taxable sales in their jurisdictions. Today, all cities and counties in California impose a Bradley-Burns tax,
accounting for 1% of the statewide sales tax rate of

7.25%. The Bradley-Burns tax is a general tax,
meaning its uses are unrestricted and can be used
for general government purposes. Proposition 1A
(2004) prohibits the Legislature from reducing the
local sales tax rate or changing the method of
allocation of local sales tax revenues.

What is the “use” part of the sales and
use tax?
California’s use tax complements the sales tax. In
cases where the sales tax is not collected, the use
tax is imposed at the same rate as the sales tax. The
use tax is most commonly applied to goods
purchased out-of-state, long-term lease payments,
private vehicle transactions, and construction
contractors. The use tax is also applied when it is
impractical to identify the multiple jurisdictions where the seller operates.

Sales and Use Tax Exemptions
Although the overall sales tax rate (7.25%) is higher
than most states, California has one of the smallest
pools of taxable goods. Virtually all services are
exempt from the sales and use tax in California.

Services commonly taxed in other states, but not in
California, include dry cleaning, automobile or
appliance repair, extermination services, lawn care,
swimming pool cleaning, and digital downloads. The
sales tax also does not apply to the sale of real
property, such as land and buildings. The state
continues to narrow the base of goods that are
taxed with additional exemptions. For example, the
sales tax is not applied to most groceries, utilities,
museums, public art, manufactured housing, and
more.

California State Association of Counties®
Issue Brief: California Sales and Use Tax
For an electronic version of this Issue Brief, visit
https://www.counties.org/legislative-resourcelibrary or scan the following QR Code.

ATTACHMENT C
602
Statewide Sales and Use Tax Rate, Purpose, and Allocation State General Fund Revenue Rate: The
statewide general-purpose sales tax.

Local Revenue Fund (1991 Realignment): In
1991, the state realigned various health and
welfare program responsibilities to counties.

This shift included dedicating 0.5% of the
state-imposed sales and use tax rate to
counties for these programs.

Local Public Safety Fund (Proposition 172,
1993): Proposition 172 established a 0.5%
state sales tax to fund public safety
programs (e.g., sheriff, police, fire, district
attorney, etc.) to mitigate the impacts on
those programs of state shifts of property tax
revenues.

Local Revenue Fund (2011 Realignment): In
2011, the state realigned various corrections
and rehabilitation and health and welfare
program responsibilities to counties. This shift
included dedicating 1.0625% of the stateimposed sales and use tax rate to counties for these programs.

County Transportation Fund: The
Transportation Development Act (1971)
added a 0.25% rate for countywide transit
and other transportation purposes.
1% Bradley-Burns Uniform Local Sales and
Use Tax: The local 1% rate is a general tax
with unrestricted uses by local governments.

Optional Local Taxes for Local Programs:

Voter approved optional taxes may be
levied as general or special taxes.

Resources:
• “California City and County Sales and Use Tax Rates” California Department of Tax and Fee Administration: https://www.cdtfa.ca.gov/taxes-and-fees/rates.aspx • “Sales and Use Taxes: Exemptions and Exclusions” California Department of Tax and Fee Administration: https://www.cdtfa.ca.gov/formspubs/pub61.pdf • “Understanding California’s Sales Tax” Legislative Analyst’s Office, May 6, 2015:
https://lao.ca.gov/Publications/Detail/3244

3.9375%
State General
Fund
Revenue Rate

0.5%
Local Public
Safety Fund
(Proposition
172, 1993)

0.5%
Local
Revenue
Fund (1991
Realignment)

1.0625%
Local
Revenue Fund
(2011
Realignment)

0.25%
County
Transportation
Fund

1.0%
Bradley-Burns
Uniform Local
Sales and
Use Tax
0 to 3.5%
Optional local
taxes for local
programs

7.25% - 10.75%
Total State and Local
Base Sales and Use Tax
www.counties.org (916) 327-7500 @CSAC_Counties

ATTACHMENT C
603

ATTACHMENT D
City of Stockton
Office and Industrial Sales Tax Incentive Program

1. Goals and Objectives
The purpose of the Office and Industrial Sales Tax Incentive Program is to serve as an additional tool in the City's economic development efforts to generate new revenue, attract new business, and create additional jobs throughout Stockton. The program provides financial incentives to eligible businesses that are looking to locate or expand in office or industrial facilities within the Stockton city limits. Examples of the type of industries that would qualify for the incentive include: eCommerce, fuel distributors, medical device manufacturers, and business-to-business sales. Traditional retail establishments, such as brick-and-mortar storefronts, dealerships, malls and big box retailers, do not qualify for sales rebates under this program.

2. Program Guidelines
The Office and Industrial Sales Tax Incentive Program will be used to attract and retain businesses meeting the following criteria:
• Generate net new annual gross taxable sales of $25 million or more • Generate sales tax to the City of Stockton corresponding with the gross sales tax amount
• Create a minimum of 10 full-time equivalent (FTE) jobs • Make a capital investment within the City of $50,000 (based on office lease rate of $12/sf/year for 5,000 s.f. building/ lease rate of 20,000 s.f. industrial building at • $4.50/sf/year is $90,000) or more (may be an aggregate of lease or purchase of facility, tenant improvements, off-site improvements, or other similar investment)or more
• Must have a physical presence within Stockton city limits • No tax sharing agreement shall include local measure taxes Businesses currently located within the unincorporated areas of San Joaquin County, as well as local jurisdictions within San Joaquin County with the exception of the City of Stockton are not eligible for a rebate under this program. The program’s goal is to encourage new business development and investment in Stockton, rather than incentivizing businesses to relocate from other parts of San Joaquin County.

An Office and Industrial Salex Sales Tax Incentive Agreement, requiring approval by the City Council, will be executed between the City of Stockton and qualifying businessbusinesses using the following rates and terms, and include: • Term of the agreement: 10 years, with two 5-year renewal options • Tiered rebate proposal:

Net New Sales Tax
Revenue
% of Sales Tax Revenue
Rec'd by City to Business
% of Sales Tax Revenue
Rec'd retained by City
Less than
$250,000$0-
$249,999
0%0% 100%100%
$250,000 and above 50% 50%
$250,000-
$500,000$250,000
and above
50%50% 50%50%
Above $500,000 65% 35% 604

ATTACHMENT D
Examples of potential rebates:

Net New Sales Tax
Revenue
% of Sales Tax Revenue
Rec'd by City to Business
% of Sales Tax Revenue
Rec'd retained by City
$200,000 $0 (0%) $200,000 {100%)
$250,000 $125,000 {50%) $125,000 (50%)
$550,000 $357,500 {65%) $192,500 (35%)
$750,000 $487,500 {65%) $262,500 (35%)
605

ATTACHMENT D
• Rebate amount will be based on net new sales tax revenue received by the City and disbursed annually to the business.
• Sales tax rebate would be limited to the Bradley-Burns 1% tax only • Include recapture clause to protect City should BOE make a determination that all/portion of sales tax revenue received were improperly allocated. • Provision indemnifying the City against any claim of violation of Government Code Sections 53083, 53084, and 53084.5, and other such claims. • Must obtain City business license, proper permitting, and comply with all laws and regulations.

In order to be eligible for the incentive, the City must demonstrate that there is a direct benefit to the public, which may include, but is not limited to:
• Net new sales tax revenue received by the City of Stockton • Creation of jobs
• Capital investment by the business
The details of the financial incentive will be included in the Office and Industrial Sales Tax Incentive Agreement, in a form approved by the City Attorney's Office. Net new sales tax revenue received through the incentive program will be used to further the City's economic development activities. The program will be in effect for a period of 5 years from the date of approval, unless extended by the City Council.

3. City Council Review
Each Office and Industrial Sales Tax Incentive Agreement will be presented to the City Council for review and consideration, based on the findings and guidelines set forth above.

Approval of the Incentive Agreements will require a public hearing.

Adopted by the Stockton City Council
June 24, 2014 - Resolution No. _2014-06-24-1505
Amended August 12, 2014 - Resolution No. 2014-08-12-1601 Amended March 18, 2025 - Resolution No.
::OOMA\GRPWISE\COS.HRD.HRD_Llbrary:11S632.l
606
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION APPROVING AN OFFICE AND INDUSTRIAL SALES TAX

INCENTIVE AGREEMENT BETWEEN THE CITY OF STOCKTON AND HOME DEPOT U.S.A., INC., AND AMENDING THE OFFICE AND INDUSTRIAL SALES

TAX INCENTIVE PROGRAM GUIDELINES
The Stockton City Council identified economic development and fiscal sustainability as two key goals for the City; and
On June 24, 2014, the Council approved Resolution No. 2014-06-24-1505 authorizing the Office and Industrial Sales Tax Incentive Program which provides financial incentives to businesses that generate net new sales tax revenue to the City of Stockton; and
In accordance with the Office and Industrial Sales Tax Incentive Program guidelines, each incentive agreement is subject to a public hearing and must be approved by the City Council; and
City staff has been negotiating with Home Depot U.S.A., Inc., in expanding an eCommerce and point of sale distribution center to Stockton and desires to enter into a Sales Tax Incentive Agreement with Home Depot U.S.A., Inc.; and The public will receive a direct benefit from the execution of the Incentive Agreement in that it will generate net new sales tax revenue for the City of Stockton to further economic growth and retain jobs with the expansion of Home Depot U.S.A., Inc., business operations in Stockton; now, therefore,

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

1. The City Council hereby finds that the public will receive a direct benefit from the execution of the Sales Tax Incentive Agreement between the City of Stockton and Home Depot U.S.A., Inc., in that it will generate net new sales tax revenue for the City of Stockton as well as additional job opportunities.

2. The City Council hereby approves the Office and Industrial Sales Tax Incentive Agreement between the City of Stockton and Home Depot U.S.A., Inc., attached hereto as Exhibit 2 and incorporated by this reference, and authorizes the City Manager to execute the agreement on the City’s behalf to a term of 15 years from the date of execution, with two, 5-year options to extend 607

3. The City Council hereby approves the amendment to the Office and Industrial Sales Tax Incentive program guidelines attached hereto as Exhibit 1, incorporated by this reference.

4. 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 March 18, 2025 .

CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
608
City of Stockton
Office and Industrial Sales Tax Incentive Program

2. Program Guidelines
The Office and Industrial Sales Tax Incentive Program will be used to attract and retain businesses meeting the following criteria:
• Generate net new annual gross taxable sales of $25 million or more • Generate sales tax to the City of Stockton corresponding with the gross sales tax amount
• Create a minimum of 10 full-time equivalent (FTE) jobs • Make a capital investment within the City of $50,000 or more • Must have a physical presence within Stockton city limits • No tax sharing agreement shall include local measure taxes Businesses currently located within the unincorporated areas of San Joaquin County, as well as local jurisdictions within San Joaquin County with the exception of the City of Stockton are not eligible for a rebate under this program. The program’s goal is to encourage new business development and investment in Stockton, rather than incentivizing businesses to relocate from other parts of San Joaquin County.

An Office and Industrial Sales Tax Incentive Agreement, requiring approval by the City Council, will be executed between the City of Stockton and qualifying businesses using the following rates and terms:

Net New Sales Tax
Revenue
% of Sales Tax Revenue
Rec'd by City to Business
% of Sales Tax Revenue
Rec'd retained by City
$0- $249,999 0% 100%
$250,000 and above 50% 50%
EXHIBIT 1
609
• Rebate amount will be based on net new sales tax revenue received by the City and disbursed annually to the business.
• Sales tax rebate would be limited to the Bradley-Burns 1% tax only • Include recapture clause to protect City should BOE make a determination that all/portion of sales tax revenue received were improperly allocated. • Provision indemnifying the City against any claim of violation of Government Code Sections 53083, 53084, and 53084.5, and other such claims. • Must obtain City business license, proper permitting, and comply with all laws and regulations.

Approval of the Incentive Agreements will require a public hearing.

Adopted by the Stockton City Council
June 24, 2014 - Resolution No. 2014-06-24-1505
AmendedAugust 12, 2014 - Resolution No. 2014-08-12-1601 Amended March 18, 2025 - Resolution No.
::OOMA\GRPWISE\COS.HRD.HRD_Llbrary:11S632.l
EXHIBIT 1
610

OPERATING COVENANT AGREEMENT
between

THE CITY OF STOCKTON
a California municipal corporation,
and
HOME DEPOT U.S.A., INC.,
a Delaware corporation
Dated as of the 18th day of March for reference purposes only EXHIBIT 2
611
1 RECITALS
WHEREAS, Home Depot U.S.A., Inc., a Delaware corporation is considering leasing a new build-to-suit facility of between 600,000 and 700,000 square feet or locating a new point of sale in an existing facility, to be occupied as an E-Commerce Distribution Facility (as

WHEREAS
or are intended to encourage and incentivize Owner to (1) lease a new build-to-suit facility at 320 McCloy Avenue, Stockton, CA 95203. of between 600,000 and 700,000 square feet or locate a new point of sale in an existing facility, for purposes of operating an E-Commerce Distribution Facility within the City and (2) expand its operations within the City as appropriate; and WHEREAS, the City has determined that the establishment by Owner of an E-Commerce Distribution Facility that participates in the sales process within the City will generate substantial revenue for the City, create approximately 80-100 jobs, and result in community and public improvements that might not otherwise be available to the community for many years; and WHEREAS, Owner wishes to locate in the City because of the operational advantages including, but not limited to, a qualified workforce, cost advantages, access to customers, and capacity to staff jobs in said City; and
WHEREAS, the incentives herein are intended to reward and encourage the Owner for job creation within the City. The incentives are available to Owner for job creation regardless of where within the City the jobs are located (excluding jobs created at retail storefronts).

NOW, THEREFORE, in consideration of the mutual promises contained herein, and for such other good and valuable consideration, the receipt of which is hereby acknowledged, the City and Owner agree as follows:

EXHIBIT 2
612
2 (d)
ARTICLE 1. EFFECTIVE DATE; PARTIES; DEFINITIONS

1.1 Effective Date of Covenant Agreement. This Covenant Agreement is dated March 18, 2025 for reference purposes only. This Covenant Agreement will not become effective until the date (“Effective Date”) in which all of the following are true:

1.1.1 This Covenant Agreement has been approved and executed by an authorized signatory of Owner and delivered to the City;

1.1.2 Following all legally required notices and hearings, this Covenant Agreement has been approved by the City Council;

1.1.3 This Covenant Agreement has been executed by the appropriate authorities of the City and delivered to Owner; and

1.1.4 Owner has entered into an agreement to lease an E-Commerce Distribution Facility within the City.

If all of the foregoing conditions precedent have not been satisfied by March 20, 2025 then this Covenant Agreement shall not thereafter become effective and any prior signatures and approvals of the Parties will be deemed void and of no force or effect.

1.2 Parties to Covenant Agreement.

1.2.1 The City. The address of the City is 425 N. El Dorado Street, Stockton, California; Attention: Steve Colangelo, Interim City Manager and Tina McCarty, Acting Director of Economic Development, email: [email protected]. The City represents and warrants to Owner that, to the best of the City’s actual current knowledge:
(a) The City is a public body, corporate and politic, exercising governmental functions and powers and organized and existing under the laws of the State of California;
(b) The City has taken all actions required by law to approve the execution of this Covenant Agreement;
(c) The City’s entry into this Covenant Agreement and/or the performance of the City’s obligations under this Covenant Agreement does not violate any contract, agreement or other legal obligation of the City; a violation of any state or federal statute or judicial decision to which the City is subject; (e) There are no pending lawsuits or other actions or proceedings which obligations under this
Covenant Agreement; The City has the legal right, power and authority to enter into this Covenant Agreement and to consummate the transactions contemplated hereby, and the execution, delivery and performance of this Covenant Agreement has been duly authorized and no other action by the City is requisite to the valid and binding execution, delivery and EXHIBIT 2
613
3 performance of this Covenant Agreement, except as otherwise expressly set forth herein; and
(f) The individual executing this Covenant Agreement is authorized to execute this Covenant Agreement on behalf of the City.

The representations and warranties set forth above are material considerations to Owner and the City acknowledges that Owner is relying upon the representations set forth above in undertaking Owner’s obligations set forth in this Covenant Agreement. shall mean, and shall be limited to, the actual current knowledge of the City Manager as of the Effective Date, who shall have a duty to inquire as to any representation or warranty made by the City with any other employee or representative of the City who would be reasonably expected to have knowledge.

All of the terms, covenants and conditions of this Covenant Agreement shall be binding on and shall inure to the benefit of the City and its nominees, successors and assigns.

1.2.2 Owner. The address of Owner for purposes of this Covenant Agreement is 2455 Paces Ferry Road, Atlanta, Georgia, 30339; Attn: Jacob Williams, Director of Real Estate; telephone; email [email protected]; with a copy to Home Depot U.S.A., Inc., 2455 Paces Ferry Road, Atlanta, Georgia, 30339; Attn: Jessica Borgert, Esq.; telephone (678) 428- 2068; email [email protected].

Owner represents and warrants to the City that, to the best of its actual current knowledge:
(a) Owner is a duly formed Delaware corporation, qualified and in good standing to do business under the laws of the State of California; (b) The individual(s) executing this Covenant Agreement is/are authorized to execute this Covenant Agreement on behalf of Owner; (c) Owner has taken all actions required by law to approve the execution of this Covenant Agreement;
(d)
performance of its obligations under this Covenant Agreement does not violate any contract, agreement or other legal obligation of Owner; (e) Owner’s entry into this Covenant Agreement and/or the performance of its obligations under this Covenant Agreement does not constitute a violation of any state or federal statute or judicial decision to which Owner is subject; (f) There are no pending lawsuits or other actions or proceedings which would prevent or impair the timely performance of Owner’s obligations Covenant Agreement; and Owner has the legal right, power and authority to enter into this Covenant Agreement and to consummate the transactions contemplated hereby, and the EXHIBIT 2
614
4 execution, delivery and performance of this Covenant Agreement have been duly authorized and no other action by Owner is requisite to the valid and binding execution, delivery and performance of this Covenant Agreement, except as otherwise expressly set forth herein.

The representations and warranties set forth herein are material considerations to the City and Owner acknowledges that the City is relying upon the representations set forth above shall mean, and shall be limited to, the actual current knowledge of [Insert Name], as of the Effective Date, without having undertaken any independent inquiry or investigation for the purpose of making such representation or warranty.

All of the terms, covenants and conditions of this Covenant Agreement shall be binding on and shall inure to the benefit of Owner and its permitted nominees, successors and assigns. Whenever the term
nominee, assignee or successor of Owner.

The qualifications and identity of Owner are of particular concern to the City, and it is because of such qualifications and identity that the City has entered into this Covenant Agreement with Owner. No voluntary or involuntary successor-in-interest of Owner shall acquire any rights or powers under this Covenant Agreement except as expressly set forth herein.

1.2.3 The City and Owner are sometimes individually referred to as a and

1.3 Definitions.

1.3.1 CDTFA means the California Department of Tax and Fee Administration.

1.3.2 means the City of Stockton, a California municipal corporation, and any nominee, assignee of, or successor to, its rights, powers and responsibilities.

1.3.3 means each three-month period within the
Covenant Term beginning on the first day of each Fiscal Quarter, and ending on the last day of such Fiscal Quarter. The first Computation Quarter within the Eligibility Period is referred to Eligibility Period being consecutively numbered, concluding with Computation Quarter 80.

1.3.4 means those contingent payments to be made by
the City to the Owner pursuant to Section 3.2 of this Covenant Agreement in consideration of the

1.3.5 means, a period of fifteen (15) years following the Effective Date (unless terminated sooner pursuant to specific provisions of this Covenant Agreement.

EXHIBIT 2
615
5 herein.

1.3.6 means the period commencing as of the first (1st) day

1.3.7 1.3.7 those five (5) of Computation Quarter 1 and ending the last day of the final Computation Quarter contemplated by the lease of the E-Commerce Distribution Facility, but not less that Computation Quarter 80.

1.3.8 E-Commerce Distribution Facility means a 600,000 to 700,000 square foot new build-to-suit facility, or new point of sale in an existing facility, located at 320 McCloy Avenue, Stockton, CA 95203 that Owner will lease for at least 15 years with two five (5) year extensions.

1.3.9 Fiscal Quarter -week or, if applicable, 14-week
quarters in a Fiscal Year, with the first of such quarters beginning on the first day of a Fiscal Year and ending on the Sunday of the 13th (or 14th, if applicable) week in such quarter.

1.3.10 Fiscal Year means
beginning on the Monday following the Sunday nearest January 31 of each year and ending on the Sunday nearest January 31 of the following year.

1.3.11 means any and all tangible personal property offered for to -Commerce Distribution Facility which is
subject to the Sales Tax Law.

1.3.12 means and refers to Home Depot U.S.A., Inc., a Delaware corporation, and its successors and assigns, cumulatively.

1.3.13 means all sales of Material conducted
electronically on the internet to any person or entity distributed through the E-Commerce Distribution Facility. Sales also include any of the above-described activities which are conducted by a parent, subsidiary or wholly or partially owned affiliate of Owner, provided that such parent, subsidiary or affiliate did not previously conduct such activities in the City, which is subject to the Sales Tax Law and which generates Sales Tax Revenues subject to this Agreement.

1.3.14 means and refers to penalties, assessments,
collection costs and other costs, fees or charges resulting from late or underpaid payments of Sales Tax and which are levied, assessed or otherwise collected from Owner.

1.3.15 Property -
Commerce Distribution Facility is located.

1.3.16 means and refers to all sales and use taxes levied under the authority of the Sales Tax Law attributable to the E-Commerce Distribution Facility in City and overpayment of such tax.

1.3.17 means and refers to: (a) California Revenue and Taxation Code Section 6001 et seq., and any successor law thereto, including the Bradley-Burns Uniform Local Sales and Use Tax Law, codified at California Revenue and Taxation Code Division 2, Part EXHIBIT 2
616
6 1.5, and any successor law thereto; (b) any legislation allowing a public agency other than City with jurisdiction in City to levy any form of local Sales Tax on the operations of Owner; and (c) regulations of CDTFA and other binding rulings and interpretations relating to (a) and (b) of this Section 1.3.17 by relevant California State authorities.

1.3.18 means the net Sales Tax actually received by the City from the CDTFA pursuant to the application of the Sales Tax Law (as such statutes may hereafter be amended, substituted, replaced, re-numbered, moved or modified by any successor law) attributable to the E-Commerce Distribution Facility in City in a particular Computation Quarter. Sales Tax Revenues shall not include: (i) Penalty Assessments; (ii) any Sales Tax levied by, collected for or allocated to the State of California, the County of San Joaquin, or a district or any entity (including an allocation to a statewide or countywide pool); (iii) any administrative fee charged by the CDTFA; (iv) any Sales Tax subject to any sharing, rebate, offset or other charge imposed pursuant to any applicable provision of federal, state or local (except City’s law, rule or regulation; (v) any Sales Tax attributable to any transaction not consummated within the Eligibility Period; or (vi) any Sales Tax (or other funds measured by Sales Tax) required by the State of California to be paid over to another public entity (including the State) or set aside and/or pledged to a specific use other than for deposit into or payment from the City’s general fund.

ARTICLE 2. ADDITIONAL RECITALS

2.1 The previously stated Recitals are incorporated herein and made a part hereof as though fully set forth.

2.2 The City has determined that the operation of the E-Commerce Distribution Facility will result in substantial benefits to the City, and its citizens including, without limitation, the creation of significant new numbers of employment opportunities, sales tax revenues and other ancillary benefits. Accordingly, the City has also determined that its entry into this Covenant Agreement and the performance of the Covenants by Owner serve a significant public purpose, while providing only incidental benefits to a private party.

ARTICLE 3. COVENANTS RUNNING WITH THE LAND; COVENANT PAYMENTS; REMEDIES FOR BREACH.

3.1 Covenants Running with the Land.

3.1.1 Operating and Use Covenant. Owner covenants and agrees that for the Covenant Term Owner (15-year requirement) shall operate, or cause to be operated upon the Property, the E-Commerce Distribution Facility (15-year requirement, with two-optional 5-year extensions) in City, consistent with all applicable provisions of federal, state and local laws and regulations. Owner will operate its business at the E-Commerce Distribution Facility in a commercially reasonable manner. For the term of this Operating Covenant, the Owner may use the Property for the purposes of the operation of the E-Commerce Distribution Facility or comparable function, with the intent, but subject to Owner’s exercise of its business judgement to modify operations from time to time and otherwise conducting Owner’s Sales Activities in accordance with this Covenant Agreement.

3.1.2 Covenant to Designate City as Point of Sale. Owner covenants and agrees that, for the term of the Operating and Use Covenant as described in Section 3.1.1, Owner shall maintain such licenses and permits as may be required by any governmental agency to conduct EXHIBIT 2
617
7 -Commerce Distribution Facility and shall consummate
at the EActivities and identify the City as such in all reports to the CDTFA in accordance with the BradleyBurns Uniform Local Sales and Use Tax Law (Revenue and Taxation Code 7200, et seq.), as it may including but limited to, through an internet website or phone sales which are designated within California at the E-Commerce Distribution Facility in the City. Owner shall maintain the appropriate master sales permits applicable to and required for the operation of the E-Commerce Distribution Facility. The Owner shall consummate all taxable sales transactions Activities at the E-Commerce Distribution Facility, consistent with all applicable statutory and the
City as the for
Activities.

3.1.3 Economic Subsidy Reporting Obligations. Owner covenants and agrees that for the term of the Operating Use Covenant, Owner shall assist City by providing upon reasonable written request of City, the
E-Commerce Distribution Facility, required by California Government Code section 53083.1.

3.1.4 Covenant With Respect to Other Owner Agreements. City understands, acknowledges and agrees that Owner has established and may establish other distribution centers outside the City Nothing in this Covenant Agreement limits Owner’s right to conduct sales and other business and operations at or from the Additional Offices, but City Additional Offices.

3.2 Covenant Payments.

3.2.1 Statement of Intent. The consideration to be paid to the Owner in exchange for the Covenants and performance of its obligations set forth in this Covenant Agreement, the Owner for each Computation Quarter during the Eligibility Period that the City receives Sales Tax Revenue, an amount equal to the sum of fifty percent (50%) of the Sales Tax Revenues attributable to annual taxable sales at the E-Commerce Distribution Facility received by the City The obligations under this Section 3.2 are contingent on a Computation Quarter-tomake any payments hereunder are expressly contingent upon the Owner having, for the entirety of such Computation Quarter, completely fulfilled its material obligations under this Covenant Agreement, including, without limitation, the Covenants. Should such condition precedent not be satisfied for each Computation Quarter, then City shall have no obligation under this Section 3.2 to make any Covenant Payments to Owner in such Computation Quarter.

3.2.2 Computation Quarter Covenant Payments. Within thirty (30) days following the end of each Computation Quarter. Owner shall submit to City copies of its quarterly reports to the CDTFA for the applicable Computation Quarter arising from Owner’s Sales Activities conducted at the E-Commerce Distribution Facility. Within one hundred thirty-five (135) days following the end of each Computation Quarter, City shall pay to Owner any Computation Quarter Covenant Payment due for such Computation Quarter.

EXHIBIT 2
618
8 3.2.3 No Carry Forward or Back. The determination of the Covenant Payment(s) shall be determined and calculated on a Computation Quarter to Computation Quarter basis. Except as provided in Section 3.2.4, no Sales Tax Revenue which is generated in a Computation Quarter other than the Computation Quarter for which the Covenant Payment is being determined shall be used or considered in the calculation of any Covenant Payment which may be due for that Computation Quarter.

3.2.4 CDTFA Determination of Improperly Allocated Local Sales Tax Revenues. If, at any time during or after the Eligibility Period of this Covenant Agreement, the CDTFA determines that all or any portion of the Sales Tax Revenues received by the City were improperly allocated and/or paid to the City, and if the CDTFA requires repayment of, offsets against future sales tax payments, or otherwise recaptures from the City those improperly allocated and/or paid Sales Tax Revenues, then Owner shall, within sixty (60) calendar days after written demand from the City, repay all Covenant Payments (or applicable portions thereof) theretofore paid to Owner which are attributable to such repaid, offset or recaptured Sales Tax Revenues. If demand, then Owner shall be in breach of this Covenant Agreement and such obligation shall accrue interest from the date of the City’s original written demand at the then-maximum legal rate imposed by the California Code of Civil Procedure on prejudgment monetary obligations, compounded monthly, until paid. Additionally, the City may deduct any amount required to be repaid by Owner under this Section 3.2.4 from any future Covenant Payments otherwise payable to Owner under this Covenant Agreement.

3.2.5 Not a Pledge of Sales Tax. Owner acknowledges that the City is not making a pledge of Sales Tax Revenues, or any other particular source of funds; the definition of Sales Tax Revenues, as used herein, is used merely as a measure of the amount of the payment due hereunder and as means of computing the payment in consideration for the Covenants. It is payments is specifically contingent upon receipt by the City of the Sales Tax Revenues derived from the operation of the E-Commerce Distribution Facility for such Computation Quarter.

3.3 Default.

3.3.1 Owner Default. City shall provide Owner with
including, without limitation, the Covenants. Owner shall have thirty (30) days from the date of such notice to either cure such Owner Default, or, if such Owner Default cannot be reasonably cured during such thirty (30) day period, to commence to cure within said thirty (30) day period and diligently prosecute such cure to completion thereafter.

3.3.2 City Default. Owner shall provide City with written notice of City’s failure to strictly abide by any material provision of this Covenant Agreement. City shall have thirty (30) days from the date of such notice to either cure such City Default, or, if such City Default cannot be reasonably cured during such thirty (30) day period, to commence to cure within said thirty (30) day period and diligently prosecute such cure to completion thereafter. If Owner intends to terminate this Agreement as a result of an uncured City Default, it shall provide City thirty (30) day’s written notice.

EXHIBIT 2
619
9 3.4 General Remedies for Default. Upon either a City or an uncured Owner Default, after expiration of all applicable notice and cure periods, Owner or City (as applicable) shall have the right to seek all available legal and equitable remedies, unless otherwise expressly provided to the contrary herein. Notwithstanding anything in this Covenant Agreement to the contrary, (a) neither Party shall be liable to the other Party for consequential damages and (b) in no event shall the City have the right of specific performance or other mandatory injunctive relief to compel the Owner to operate the E-Commerce Distribution Facility. Unless prohibited by law or otherwise provided by a specific term of this Covenant Agreement, the rights and remedies of the City and the Owner under this Covenant Agreement are nonexclusive and all remedies hereunder may be exercised individually or cumulatively, and either Party may simultaneously pursue inconsistent and/or alternative remedies. Either Party may, upon the default of the other Party, after expiration of all applicable notice and cure periods, and in addition to pursuing all remedies otherwise available to it, terminate this Covenant Agreement and all of its obligations hereunder without cost, expense or liability to itself.

3.5 . The City’s
obligations under Section 3.2 shall automatically terminate without cost, expense, or liability to City, upon the occurrence of any one or more of the following: (i) Owner Default, as to which any applicable notice and cure period provided for herein has expired; (ii) the end of the Eligibility Period; or (iii) upon the final determination by a court of competent jurisdiction that any one or more of the Covenants are void, voidable, invalid, or even unenforceable for any reason whatsoever, including, without limitation, legal infirmity. Except to the extent provided herein, upon termination of the under this Agreement, the Parties shall have no further liabilities or obligations under this Agreement.

3.6 Owner Termination. Notwithstanding any other provisions of this Agreement, Owner may, at its option, upon written notice to City, terminate this Agreement and/ or relocate the E-Commerce Distribution Facility to any other city or county in California or elsewhere and reallocate Owner’s Sales Activities accordingly
Law. Owner shall provide at least one hundred and twenty (120) written notice to the City prior to termination. Except to the extent provide
obligations under this Agreement, the Parties shall have no further liabilities or obligations under this Agreement.

ARTICLE 4. GENERAL TERMS

4.1 Tax Consequences. Owner acknowledges that it may experience tax consequences as a result of its receipt of the payments provided for in this Covenant Agreement and agrees that it shall bear any and all responsibility, liability, costs, and expenses connected in any way therewith.

4.2 Rights Not Granted Under Covenant Agreement. This Covenant Agreement is not, and shall not be construed to be, a Development Agreement under Government Code Section 65864 et seq., or a disposition and development agreement under Health and Safety Code Section 33000 et seq. This Covenant Agreement is not, and shall not be construed to be, an approval or an agreement to issue permits or a granting of any right or entitlement by the City concerning the E-Commerce Distribution Facility, Owner’s Sales Activities or any other project, development, or construction by the Owner in the City. This Covenant Agreement does not, and shall not be construed to, exempt Owner from the application and/or exercise of the City’s or City’s power of eminent domain or its police power, including, but not limited to, the regulation of land uses and EXHIBIT 2
620
10 the taking of any actions necessary to protect the health, safety, and welfare of its citizenry.

4.3 Consent Whenever consent or approval of any party is required under this Covenant Agreement, that party shall not unreasonably withhold, delay or condition such consent or approval unless otherwise allowed by a specific provision of this Covenant Agreement.

4.4 Notices and Demands. All notices or other communications required or permitted between the City and Owner under this Covenant Agreement shall be in writing, and may be (i) personally delivered, (ii) sent by United States registered or certified mail, postage prepaid, return receipt requested, (iii) sent by nationally recognized overnight courier service (e.g., Federal Express), or (iv) sent by email to the intended addressee at the addresses provided in Article 1, subject to the right of either party to designate a different address for itself by notice similarly given. Any notice so given by registered or certified United States mail shall be deemed to have been given on the second business day after the same is deposited in the United States mail. Any notice not so given by registered or certified mail, such as notices delivered by courier service (e.g., Federal Express), shall be deemed given upon receipt of the same by the party to whom the notice is given. Any notice given by email shall be deemed given as of the date of the email transmittal, provided that an original of such email is also sent to the intended addressee by means described in (iii) above and provided also that delivery after 5:00 pm Eastern Time on a business day, or on a day that is not a business day, shall be deemed delivered on the following business day.

4.5 Nonliability of the City or City Officials and Employees. No board member, official, contractor, consultant, attorney or employee of the City or City shall be personally liable to Owner, any voluntary or involuntary successors or assignees, or any lender or other party holding an interest in the Property, in the event of any default or breach by the City, or for any amount which may become due to the Owner or to its successors or assignees, or on any obligations arising under this Covenant Agreement.

4.6 Conflict of Interests. No board member, official, contractor, consultant, attorney or employee of the City or City shall have any personal interest, direct or indirect, in this Covenant Agreement nor shall any such board member, official or employee participate in any decision relating to this Covenant Agreement which affects his/her personal interests or the interests of any corporation, partnership or association in which he/she is directly or indirectly interested.

4.7 Pledge or Hypothecation of Covenant Payments. Owner may assign any Covenant Payment(s) due in accordance with the terms of this Covenant Agreement (but not any to City as collateral for any loan or financing obtained by the Owner in connection with the ECommerce Distribution Facility; provided that nothing in this Section 4.7 shall be deemed to limit the operation of Section 4.16. Without limiting the general applicability of the foregoing, Owner acknowledges that
transfer restrictions of Section 4.16.

4.8 Entire Agreement; Disclosure. This Covenant Agreement contains all of the terms and conditions agreed upon by the Parties and supersedes any previous agreements between the Parties concerning the subject matter of this Covenant Agreement. No other understanding, oral or otherwise, regarding the subject matter of this Covenant Agreement shall be deemed to exist or to bind any of the parties hereto. All prior written or oral offers, counteroffers, memoranda EXHIBIT 2
621
11 such judgment or award. For the purposes of this Section 4 of understanding, proposals and the like are superseded by this Covenant Agreement. The terms and existence of this Agreement will not be publicized or made public beyond what is required by applicable Federal and State law, including but not limited to City approval of this Agreement and the California Public Records Act (Gov. Code § 6250, et seq.).

The Parties acknowledge that this Covenant Agreement is the product of mutual armslength negotiations and that each party has been, or has had the opportunity to have been, represented by legal counsel in the negotiation and drafting of this Covenant Agreement.

Accordingly, the rule of judicial construction which provides that ambiguities in a document are to be construed against the drafter of that document shall have no application to the interpretation or enforcement of this Covenant Agreement. In any action or proceeding to interpret and/or enforce this Covenant Agreement, the trier of fact may refer to extrinsic evidence not in conflict with any specific provision of this Covenant Agreement to ascertain and give effect to the intent of the Parties hereto.

4.9 Time Deadlines Critical; Extensions and Delays; No Excuse Due to Economic Changes. Time is of the essence in the performance of the and obligations under this Covenant Agreement. In addition to specific provisions of this Covenant Agreement providing for extensions of time, times for performance hereunder shall be extended where delays or defaults are due to war; insurrection; any form of labor dispute; lockouts; riots; floods; earthquakes; fires; acts of God or of third parties; third party litigation; acts of a public enemy; initiative or referenda; acts of governmental authorities (except that the failure of the City to act as required hereunder shall not excuse its performance); moratoria; pandemics; epidemics; quarantine restrictions; material and/or labor shortages; and
however, that the Party claiming the extension notify the other Party of the nature of the matter causing the default; and, provided further, that the extension of time shall be only for the period of the Enforced Delays. However, deadlines for performance may not be extended as provided above due to any inability of the Owner to obtain or maintain acceptable financing for the operation of the E-Commerce Distribution Facility.

4.10 . In the event of the bringing of an arbitration, action or suit by a Party hereto against another Party hereunder by reason of any breach of any of the covenants or agreements or any intentional inaccuracies in any of the representations and warranties on the part of the other Party arising out of this Covenant Agreement or any other dispute between the Parties concerning this Covenant Agreement or the Property, then, in that event, each party shall be responsible for its own costs at the outset of any arbitration, action or suit between the Parties. Any judgment, order or award entered in any final judgment or award in favor of one Party shall contain a specific provision providing for the recovery of all costs and expenses of suit or claim, including post judgment motions and appeals, (ii) contempt proceedings, (iii) garnishment, levy and debtor and third party examination, (iv) discovery; and (v) bankruptcy litigation. This Section 4.10 shall survive any termination of this Covenant Agreement.

4.11 Amendments to This Covenant Agreement. Any amendments to this Covenant Agreement must be in writing and signed by the appropriate authorities of both the City and Owner.

The City Manager is authorized on behalf of the City to approve and execute minor amendments to this Covenant Agreement, including, but not limited to, the granting of extensions of time to EXHIBIT 2
622
12 Owner, not to exceed ninety (90) days in the aggregate.

4.12 Jurisdiction and Venue. Any legal action or proceeding concerning this Covenant Agreement shall be filed and prosecuted in the appropriate California state court in San Joaquin County, California. Both Parties hereto irrevocably consents to the personal jurisdiction of that court. The City and Owner each hereby expressly waive the benefit of any provision of federal or state law or judicial decision providing for the filing, removal, or change of venue to any other court or jurisdiction, including, without implied limitation, federal district court, due to any diversity of citizenship between the City and Owner, due to the fact that the City is a party to such action or proceeding or due to the fact that a federal question or federal right is involved or alleged to be involved. Without limiting the generality of the foregoing, the City and Owner specifically waive any rights provided to it pursuant to California Code of Civil Procedure Section 394.

4.13 Interpretation. The City and Owner acknowledge that this Covenant Agreement is the product of mutual arms-length negotiation and drafting and that both Parties have been represented by legal counsel in the negotiation and drafting of this Covenant Agreement.

Accordingly, the rule of construction which provides that ambiguities in a document shall be construed against the drafter of that document shall have no application to the interpretation and enforcement of this Covenant Agreement. In any action or proceeding to interpret or enforce this Covenant Agreement, the finder of fact may refer to any extrinsic evidence not in direct conflict with any specific provision of this Covenant Agreement to determine and give effect to the intention of the Parties. The headings of this Agreement are for the convenience of reference only and shall not affect in any manner any of the terms and conditions hereof.

4.14 Counterpart Originals; Integration. This Covenant Agreement may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument. This Covenant Agreement and any exhibits represent the entire understanding of the Parties and supersedes all negotiations, letters of intent, memoranda of understanding or previous agreements between the parties with respect to all or any part of the subject matter hereof.

4.15 No Waiver. Failure to insist on any one occasion upon strict compliance with any of the terms, covenants or conditions hereof shall not be deemed a waiver of such term, covenant or condition, nor shall any waiver or relinquishment of any rights or powers hereunder at any one time or more times be deemed a waiver or relinquishment of such other right or power at any other time or times.

4.16 Successors and Assigns. The terms, covenants and conditions of this Covenant Agreement shall be binding upon and inure to the benefit of the Parties hereto and their successors and assigns. Owner may not assign, transfer, encumber or hypothecate its rights or obligations under this Covenant Agreement to any person or entity, without the written consent of City, which may not be unreasonably withheld, conditioned or delayed. Notwithstanding the foregoing, Owner shall have the right to assign this Covenant Agreement or any right or obligation hereunder to its immediate or ultimate parent, or to an affiliate, by providing advance written notice to City. An shall mean any legal entity that, at the applicable time, directly or indirectly controls, is controlled with or by, or is under common control with, Owner. Upon the permitted sale, transfer or conveyance by Owner of its interest therein, such owner shall thereupon be relieved of its obligations under this Covenant Agreement from and after the date of sale, transfer or conveyance except with respect to any defaults in the performance of its obligations hereunder or thereunder EXHIBIT 2
623
13 which occurred prior to such sale, transfer or conveyance, and the transferee shall thereafter be solely responsible for the performance of all of the duties and obligations of Owner under this Covenant Agreement.

4.17 No Third Party Beneficiaries. The performance of the respective obligations of the City and Owner under this Covenant Agreement are not intended to benefit any party other than the City or Owner, except as expressly provided otherwise herein. No person or entity not a signatory to this Covenant Agreement shall have any rights or causes of action against any party to this Covenant Agreement as a result of that party’s performance or non-performance under this Covenant Agreement, except as expressly provided otherwise herein.

4.18 No Effect on Eminent Domain Authority. Nothing in this Covenant Agreement shall be deemed to limit, modify, or abridge or affect in any manner whatsoever the City’s or City’s eminent domain powers with respect to the E-Commerce Distribution Facility, or any other property owned by the E-Commerce Distribution Facility.

4.19 Warranty Against Payment of Consideration for Covenant Agreement. Owner warrants that it has not paid or given, and will not pay or give, any third party any money or other consideration for obtaining this Covenant Agreement. Third parties, for the purposes of this Section 4.19, shall not include persons to whom fees are paid for professional services if rendered by attorneys, financial consultants, accountants, engineers, architects and the like when such fees are considered necessary by Owner.

4.20 Severability. The City and Owner declare that the provisions of this Covenant Agreement are severable. If it is determined by a court of competent jurisdiction that any term, condition or provision hereof is void, voidable, or unenforceable for any reason whatsoever, then such term, condition or provision shall be severed from this Covenant Agreement and the remainder of the Covenant Agreement enforced in accordance with its terms.

4.21 Further Acts and Releases. The City and Owner each agree to take such additional acts and execute such other documents as may be reasonable and necessary in the performance of their obligations hereunder.

4.22 Estoppels. At the request of Owner or any holder of a mortgage or deed of trust secured by all or any portion of the Property, the City shall promptly execute and deliver to Owner or such holder a written statement of the City as to any of the following matters as to which Owner or such holder may inquire: (i) that no default or breach exists, or would exist with the passage of time, or giving of notice, or both, by Owner pursuant to this Covenant Agreement, if such be the case; (ii) the total amount of Covenant Payments made by the City to Owner pursuant to this Covenant Agreement prior to the date of such written statement; (iii) the amount of any Covenant Payments earned by or due and owing to Owner pursuant to this Covenant Agreement as of the date of such written statement; (iv) the Covenant Payments for a particular Computation Quarter; (v) if the City has determined that Owner is in default or breach hereunder, the nature of such default and the action or actions required to be taken by Owner to cure such default or breach; and (vi) any other matter affecting the rights or obligations of Owner hereunder as to which Owner or such holder may reasonably inquire. The form of any estoppel letter shall be prepared by Owner or such holder at its sole cost and expense and shall be reasonably acceptable in form and content to the City and Owner. The City may make any of the representations described above based on the actual current knowledge of the then-current City Manager.

EXHIBIT 2
624
14 4.23 Indemnity. Owner shall defend (using counsel of choosing), indemnify and hold harmless the City, its elected officials, officers, employees and agents from and against any and all third party claims, losses, proceedings, damages, causes of action, liability, cost and om, in connection with or related to this
Agreement or the functions or operations of the E-Commerce Distribution Facility (other than to the extent arising as a result of the City
its activities under this Agreement). The indemnity provided for herein shall have no application when the act of the City is the sole cause of the resultant injury or damage. The City shall fully cooperate in the defense of any such actions and upon written request of Owner shall provide to Owner such documents and records in possession of the City that are relevant to such actions and not otherwise protected by law. Notwithstanding the foregoing, should any third party bring any such action or proceeding Owner shall have the right to terminate this Covenant Agreement, and as of such date of termination, all unaccrued liabilities of the parties under this Agreement shall cease except for Owner’s obligation of indemnity owned to the City as provided in this section

4.23. 4.24 State of California Legislation Impact on Covenant Payment. Owner acknowledges that the California Legislature has in the past adopted certain legislation which diverted to the State of California a portion of the Sales Tax Revenues which were otherwise payable to the City. Owner acknowledges that it is possible that the legislature may enact similar legislation in the future which would cause a corresponding reduction of and/or delay in the payment of the Sales Tax Revenues and that such reduction will cause Owner a corresponding reduction and/or delay in the payment of the Covenant Payments due to Owner during such timeas such legislation is in effect. Furthermore, Owner acknowledges that it is possible that the legislation described above, or some variant thereof, may be enacted and effective during one or more subsequent times during the Eligibility Period and may materially and negatively impact the amount of Sales Tax Revenues and, accordingly, Covenant Payments. The City does not make any representation, warranty or commitment concerning the future actions of the California legislature with respect to the allocation of Sales Tax Revenues to the City. Owner agrees that it is undertaking its obligations under this Covenant Agreement after having considered, and is expressly assuming the risk of, the possibility of the enactment of such legislation.

The foregoing paragraph notwithstanding, City acknowledges that the California legislature may provide for the payment to City of other revenues for the purpose of offsetting any losses in Sales Tax Revenues resulting from the enactment of legislation of the type described in the immediately preceding paragraph. City agrees that, should the California legislature provide for such offsetting revenues, then for purposes of this Covenant Agreement and the computation of any Covenant Payments which may become due to Owner hereunder, City will consider any such offsetting revenues which are (i) indexed to Sales Tax and offset the loss of Sales Tax Revenues to the City on a dollar for dollar basis, (ii) actually received by the City, and (iii) not subject to any restrictions on use beyond those which are otherwise generally applicable to sales tax revenues received by California municipalities, to be Sales Tax Revenues within the meaning of this Covenant Agreement.

EXHIBIT 2
625
15 SIGNATURE PAGE TO THE
HOME DEPOT U.S.A., INC.

OPERATING COVENANT AGREEMENT

CITY OF STOCKTON,
a California municipal corporation
By:

Steve Colangelo, Interim City Manager
ATTEST:

CITY CLERK
By:

Katherine Roland, CMC, CMPC
City Clerk
APPROVED AS TO FORM:

CITY ATTORNEY
By:

Lori Asuncion

SIGNATURE PAGE TO THE
HOME DEPOT U.S.A., INC.

OPERATING COVENANT AGREEMENT
HOME DEPOT U.S.A., INC.
a Delaware corporation
Dated: By:

Jessica Borgert, Assistant General Counsel
EXHIBIT 2
626
Public Hearing
Approve an Office and Industrial Sales Tax
Incentive Agreement Between the City of
Stockton, and Home Depot U.S.A., INC., and
Amend the Office and Industrial Sales Tax
Incentive Program Guidelines

CITY COUNCIL MEETING
AGENDA ITEM 16.1
MARCH 18, 2025
627
Background
June 24, 2014, Council approved the Office and Industrial Sales Tax Incentive Program
• Rebates a percentage of net new sales tax revenue received by the City above $250,000 to qualifying businesses
• Creates 10 jobs
• Capital investment of $50,000 or more
• Physical presence in Stockton city limits
628
Brief Description of CA Sales and Use Tax
629
Home Depot U.S.A., INC. • E-Commerce Point of Sale Distribution Center in Stockton. • Plan to build 600,000 – 700,000 sqft distribution center. • Retaining 80-100 jobs not including seasonal jobs. • Projected annual taxable sales $50- $100 million. • Sales tax sharing agreement is based on Bradley-Burns tax portion (1%) only. • Will generate new revenue of approx. $500,000 - $1 million for the City of Stockton which will be split 50/50. • Agreement is for 20 years with an option to extend an additional 10 years. • If agreement is not entered, City risks losing all of the Bradley-Burns portion of the sales tax.

New Sales Tax
Incentive
Agreement
630
Amend
Program
Guidelines
Amend the Office and Industrial Sales Tax Incentive program guidelines as follows: • Generate net new annual gross taxable sales of $25 million or more (a minimum of $250,000 in new sales tax) • Create a minimum of ten full-time equivalent jobs • Make a capital investment within the City of $50,000 or more • Have a physical presence within Stockton city limits • Cannot be a current operation or business within the City of Stockton paying sales tax • No tax sharing agreement shall include local measure taxes 631
Recommendations
Adopt a resolution: • Approve the Office and Industrial Sales Tax Incentive Agreement with Home Depot U.S.A., Inc. • Amend the Office and Industrial Sales Tax Incentive program guidelines to allow for retention of jobs and capital
investment.
632
City of Stockton
Legislation Text
File #: 25-0081, Version: 1
ADOPT BY MOTION THE 2024 GENERAL PLAN AND HOUSING ELEMENT ANNUAL

PROGRESS REPORTS AND AUTHORIZE THE CITY MANAGER TO SUBMIT REPORTS TO THE

STATE HOUSING DEPARTMENTS TO COMPLY WITH STATE LAW

RECOMMENDATION
It is recommended that City Council adopt by motion the 2024 Annual Progress Reports (APRs) for the Envision Stockton 2040 General Plan and the 2023-2031 Housing Element and authorize the City Manager to submit reports to the State of California Department of Housing and Community Development (HCD) and the Office of Planning and Research (OPR) as required by State Law.

Summary
California State Law (Government Code Sections 65400 and 65700) requires cities that have an adopted General Plan and Housing Element to prepare an Annual Progress Report (APR) that identifies the status of implementation activities for the previous calendar year. The APR must be presented to the City Council before submission to the State of California Department of Housing and Community Development (HCD) and Office of Planning and Research (OPR) by April 1st of each calendar year.

Following Council’s acceptance, the 2024 APR report will be submitted to HCD and OPR by the April 1, 2025, deadline in compliance with State Law.

Background
On December 4, 2018, the City Council adopted the Envision Stockton 2040 General Plan (hereafter "General Plan") by Resolution 2018-12-04-1503-02. The General Plan is the official long-range policy document for the City of Stockton and is the basis for local government decision-making to achieve the community's overall vision. The General Plan contains elements that address land use, circulation, housing, conservation, open space/parks and recreation, safety, noise, and environmental justice. Various City departments are responsible for adhering to the policies and implementing specified actions throughout the 20-year timeframe established by the General Plan.

On July 9, 2024, the City Council adopted the 2023-2031 Housing Element update (hereafter "Housing Element”) by Resolution 2024-07-09-1601, which contains policies and programs that enable the City to anticipate and plan for the housing needs of all socioeconomic segments of the community. Although the Housing Element is considered an element of the General Plan, it is the only element that is reviewed and certified by HCD and OPR on an eight-year cycle basis. A primary component of the process of updating the Housing Element is to address the Regional Housing Needs Allocation (“RHNA”). The RHNA is mandated by State Housing Law and quantifies the need for housing within the city during the specified eight-year planning cycle.

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The HCD provided a regional housing need allocation (RHNA) of 52,719 units that must be planned for San Joaquin County. The San Joaquin Council of Governments allocated the distribution of housing needs among the unincorporated county jurisdiction and city jurisdictions. The City of Stockton’s share of the RHNA is 12,673 units (broken down into 1,232 extremely low, 1,233 very low, 1,548 low, 2,572 moderate, 6,088 above moderate income levels). In the Housing Element, the City included an approach to meet the RHNA dwelling unit allocation. The City must maintain the housing capacity outlined by the RHNA allocation.

In the previous fifth cycle (2015 to 2023), Stockton averaged approximately 545 new housing units per year. There was a total of 4,358 units during the eight-year timeframe. Based on this, the City did not achieve the prescribed 11,824 mixed-income RHNA allocation by about 7,466 housing units.

During this period, the City made efforts to encourage housing production and streamline permitting processes.

As a charter city, Stockton had been exempted from submitting annual progress reports in the past.

Effective January 1, 2018, State law obligated charter cities to begin reporting annually to be eligible for participation in housing funding programs.

Current Situation
The 2024 Annual Progress Reports highlight the status of ongoing and future policy implementation efforts for the General Plan and Housing Element. The 2024 annual review is the first for the eightyear cycle of the 2023-2031 Housing Element (also known as the Sixth Housing Cycle). · General Plan: The following is a brief overview of the annual progress report for the General Plan. These efforts are further detailed in Attachment A. o Completed significant outreach that included workshops and stakeholder presentations for the Development Code and Design Standards overhauls as part of the comprehensive Shape Stockton effort.
o Adopted the Sixth Cycle Stockton 2023-2031 Housing Element and received certification by the State Department of Housing and Community Development to implement housing policies and actions to stimulate housing development. o Adopted the revised Safety Element to comply with state law. The Safety Element is a long-range plan for the city that helps identify and protect against natural hazards such as flooding, earthquakes, and extreme heat.
o Adopted the Stockton Housing Action Plan, that includes three separate neighborhood action plans for South Airport Way Corridor, Little Manila/Gleason Park and Cabral/East Cabral areas to increase housing opportunities.
o Completed a development project annexation approval by the Local Agency Formation Commission (LAFCO) expanding the city limit boundary by seven acres. o Completed the 2023 Annual Development Agreement (DA) review to assess the status of agreements for ten major development projects in the city. o Completed Assembly Bill 562 (AB 562) 2023 Annual Subsidies Report. o Continued work on the Public Facility Fee (PFF) Nexus Study and fee update for traffic, utilities, city buildings, parks, and agricultural land mitigation.

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o Continued work on development of new ADA Transition Plan for accessibility improvements to city programs, services, and activities in conformance with the Americans with Disabilities Act.
o Significant process and performance enhancements made to the development and permitting processes. Notable examples include:
§ 76 of 84 DevStat iLab action items completed as of 12/31/2024. § Continued use of reporting/monitoring tools to track development review performance.
§ Of the 15 application types available for online submittal, 88% were submitted online.
§ Launched online application options for Residential Production Home and Encroachment permits for ease of customer process.
§ Incorporated APN (Assessor Parcel Number) genealogy information into Accela permit platform, improving data access to staff processing permit applications. § Implemented improved customer notifications for building inspections including automated text messages with estimated inspection window and inspection results. Daily inspection routes are also posted on the city website for customer viewing.
§ Made substantial progress on transitioning Fire Prevention permits onto Accela permitting platform (planned to go-live in Spring 2025). § Made substantial progress on Community Development Department (CDD) document digitization project & towards an improved electronic records management system.
§ Made efficiency improvements including adding new process automation features for development engineering permits and planning permits. § Established a new ten-year contract for Accela permitting software, including the addition of Accela’s Enhanced Reporting Database (ERD). Access to the ERD has allowed substantial progress on data analysis and reporting capabilities for permit review monitoring and key performance indicator analysis. o Completed the annual recertification of our Community Rating System (CRS) classification thereby affording city residents a ten percent discount on flood insurance premiums.
o Completed the Building Code Effectiveness Grading Schedule (BCEGS) evaluation of the Building Division’s operations resulting in lower rates on disaster insurance for city residents.
· 2023-2031 Housing Element: The 2024 APR is the first annual progress report for the sixth cycle Housing Element that will be carried out over the next eight-year review period. Below summarizes major actions in 2024 related to new housing production or the implementation of housing policy through action. These efforts are further detailed in Attachment B. This Report is in the State-mandated format and cannot be modified. o New Housing and Affordable Housing - The City issued building permits for 837 new housing units, including 253 very low-income units and 31 low-income units. Of the permits issued, 52 were accessory dwelling units (ADUs). o Completed construction inspections and issued Certificates of Occupancy for affordable housing projects, Sonora Square and Villa De Flore.

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o Approved construction plans for affordable housing projects, St. Mary’s Pathways and Park Center Apartments.
o The Sixth Cycle Stockton 2023-2031 Housing Element was completed following public outreach. The Housing Element was adopted by the city council on July 9, 2024. It was certified by the State Department of Housing and Community Development on September 9, 2024. This completed a process that included several public outreach events to guide its development. The first community workshop was held on September 14, 2022.
o The citywide Housing Action Plan and Neighborhood Action Plans were approved by the city council on November 19, 2024, with Resolution 2024-11-19-1504. The Housing Action Plan serves as a guide to assist members of the public, housing developers and builders to better understand housing development procedures for the City of Stockton and provide suggestions on how to increase housing production. The Housing Action Plans includes Neighborhood Actions Plans focused on targeted study areas to remove barriers to housing production and encourage the development of new housing. The study areas were South Airport Way, Little Manila/Gleason Park and Cabral/East Cabral were chosen due to a lack of quality housing, complementing services and amenities.

These documents were created to assist staff and the public o An expanded Accessory Dwelling Unit (ADU) preapproval program was launched. This program allows outside vendors to submit their ADU plans for preapproval, which reduces the permit timelines for ADU application projects.

The city continues to build upon the policies and actions established by the 2040 General Plan and 2023-2031 Housing Element to encourage increased housing production.

Environmental Analysis
The 2040 General Plan and 2023-2031 Housing Element annual reports are not considered discretionary “projects” under the California Environmental Quality Act (CEQA) and are therefore exempt under Section 15061(b)(3) (“Common Sense Exemption”).

Public Notice
In preparation for the March 18, 2025, City Council public hearing, on March 8, 2025, notice for the City Council public hearing for this request was published in The Stockton Record at least ten (10) days prior.

FINANCIAL SUMMARY
This report summarizes past and existing actions, and the requested action will have no direct fiscal impact.

Attachment A - 2024 General Plan Annual Progress Report (APR) Attachment B - 2024 Housing Element Annual Progress Report (APR) City of Stockton Page 4 of 4 Printed on 3/13/2025
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1 Category POLICY/ACTION Action Topic1 Regulatory
Documents2
Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
GOAL LU-1: REGIONAL DESTINATION: Become more of a regional destination that attracts visitors and invites residents to enjoy a diverse array of events and arts, entertainment, and dining options.

POLICY LU1.1Encourage retail businesses and housing development in mixed-use developments along regional transportation routes and in areas that serve local residents.

Air Quality,
Climate Change
Action LU1.1ARequire renovated and new mixed-use projects to be planned and designed to contribute to the corridor’s identity through appropriate public spaces, gateways, streetscapes, pedestrian walkways, setbacks, edge treatments, and other design features.

Bike Master Plan4,
Design5 Guidelines,
SMC6
ED, CD, PW Establish opportunity map for possible overlay areas. Investigate options for Citywide wayfinding program. Identify supportive documents and possible amendments/requirements that could be used to encourage/require enhanced urban amenities.

Direction may be required for wayfinding. 2025 and
ongoing.

Action LU1.1BEvaluate the City’s parking policies and amend the Development Code to provide more flexibility as appropriate to facilitate mixed-use redevelopment.

Air Quality,
Climate Change
DTA Parking
Authority7, SMC
ED, CD Parking study with business outreach for larger changes and parking district changes.

Partially completed and ongoing.

Incremental amendments were included in the 2020-
2023 zoning code (ZC) amendment effort
8 . In 2023
a parking audit was performed by an outside
consultant. Updates to the City’s parking
requirements will be incorporated into the
Development Code overhaul process anticipated to
be presented to the City Council for consideration in
Summer/Fall 2025.

Action LU1.1CContinue to study and consider repealing the “Big Box Ordinance” that was adopted in 2007, and if big-box stores are allowed in the future, require applicants to fund an analysis of economic and blightinducement impacts of the proposed development on retail businesses in the market area, employment, City revenues and services, and any other relevant economic considerations. Prohibit the siting of any additional big box “power centers” at the edges of the city to limit growth-inducing impacts to adjacent farmlands.

Bike Master Plan,
Design Guidelines,
SMC
ED, CD Possibly include in Development Code Overhaul for discussion. Consider infrastructure capacity assessment in decision making.

Completed. Limitations on big box stores was
repealed by the City Council in January 2023.

Action LU1.1DEncourage the redevelopment of struggling underutilized commercial strips into multi-family housing opportunities.

Building/Fire Code,
SMC, Downtown
Infill list
ED, H, CD Establish list of vacant and underutilized sites with land use, RHNA designation, and current use with owner/tenant information. Work with departments to administer existing City programs and solicit feedback on what can be improved. Utilize LEAP and REAP funding to encourage housing production.

Completed. Vacant and Infill list and maps shown on
the City of Stockton website.
9 The Housing Element
Update and Action Plans were adopted in November
2024 (Resolution 2024-11-19-1504..
10 POLICY LU1.2Support expansion and improvement throughout the city of art, cultural, and educational facilities.

Action LU1.2AAdvertise opportunities for the private sector to invest in public art throughout the city, and include public art in City roadway, building, and community parks projects.

Art Plan, ROW11,
SMC
ED, CS The Public Art Advisory Committee (PAAC) is a standing subcommittee of the Stockton Arts Commission. The PAAC is responsible for administering the City's Public Art Program. The City's Public Art Program operates under the guidelines of the City's Public Art Master Plan. The plan designates art as an integral part of public capital projects. Opportunities are published on the City’s website and social media.

Ongoing.
1 Action Topics are defined on Page 1-4 and Appendix-A of the 2040 General Plan. 2 Regulatory Documents are the existing primary implementing tools, including regulatory documents and guidelines. 3 Action Lead(s) are the departments and/or agencies with primary responsibility for implementation of each General Plan Action Item. 4 2017 City of Stockton Bicycle Master Bike Plan http://www.stocktongov.com/files/Bicycle_Master_Plan_2017-12-05.pdf 5 Stockton Citywide Design Guidelines http://www.stocktongov.com/files/CityWideDesignGuidelines.pdf 6 SMC-Stockton Municipal Code http://qcode.us/codes/stockton/view.php?topic=0&frames=on 7 Downtown Area Parking Authority http://www.stocktongov.com/government/departments/econDev/cDist.html 8 Zoning Amendments include three phases of zoning text amendments and a citywide zoning map amendment for consistency with the 2040 General Plan. 9 Opportunity Sites: https://cms3.revize.com/revize/stockton/Documents/Business/Planning%20&%20Engineering/Shape%20Stockton/NEW_OpportunitiesSites_CityWebsiteHousingElementPage_02-04-2025.pdf 10 Action Plans https://stockton.granicus.com/MinutesViewer.php?view_id=48&clip_id=8863). 11 ROW- Right-of-Way

ATTACHMENT A
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU1.2BProvide funding mechanisms for the administration, development, and long-term maintenance of public art on a citywide basis.

SMC, Art Plan,
ROW
ED, PW, CD, CS The Public Art Enhancement Grants Program makes grants annually to Stockton-based nonprofit arts organizations, artists, arts educators, and artist teams for site-based arts projects in Stockton – to strengthen public art opportunities in Stockton and highlight the talent of local artists. Since 2003, the SAC has awarded nearly $1,000,000 in grants to help nonprofit arts organizations, artists (including student artists), art educators, and collaborations serving a diverse community.

The Stockton Arts Endowment (SAE) grant is the principal grants program for the SAC through project-based funding.

For 2021-2022, ED allocated $180,000 of CDBG-CV3 funding to assist Stockton’s Artists and Arts nonprofit organizations. Grants of up to $3,000 are available for individual artists, and grants of up to $20,000 will be awarded to arts nonprofit organizations.

Ongoing.

POLICY LU1.3Improve the visual quality of the urban environment to be more welcoming and inviting at key gateways and travel corridors into the city.

Action LU1.3ACreate a “gateway district” program for major corridor entries to the city, in which the design of public and private investment is coordinated to provide a cohesive and attractive welcome into Stockton.

Art Plan, ROW,
SMC
PW, CD, ED Implementation would require additional direction. Possible use of procurement process to establish plan to dovetail with wayfinding efforts, neighborhood identify and district branding. Coordinate with Miracle Mile Improvement District and Downtown Stockton Alliance.

May require further direction for implementation
and timing.

Action LU1.3BWork with transportation agency partners and private property owners to improve maintenance, code enforcement, screening, and landscaping of viewsheds along major transportation routes into Stockton, including rail corridors, Highway 99, Highway 4, and Interstate 5.

SMC, DG CD, PW, CE
Caltrans
SJCOG
Possible zoning cleanups for LS and DR, included in Development Code Overhaul. Possible inclusion into Design Guidelines with CPTED integration and coordination with state agencies who abut these areas.

Ongoing.

Action LU1.3CRequire the incorporation of scenic views, including open space features like waterways, wetlands, natural landscapes, and parks, into design of the built environment.

SMC, GP CD, PW, CE Possibly establish key corridors for protection and development standards.

Can include in Development Code Overhaul and Design Guidelines, but also Open Space and Preservation Standards. The Development Code currently requires offers of dedication for scenic easements as a condition of approval for tentative maps and other discretionary grants of approval.

Ongoing, depending on direction.

GOAL LU-2: STRONG DOWNTOWN: Strengthen the Downtown to reinforce it as the region’s center for government, business, finance, arts, entertainment, and dining.

POLICY LU2.1Promote the Downtown and waterfront as a hub for regional commerce and entertainment, with high-quality housing to complement commercial activity and to infuse the area with daytime, evening, and weekend activity.

Downtown
Action LU2.1AWork with other public agencies and organizations to develop and utilize all available financing tools and incentives to stimulate investment in the Downtown.

Downtown ED, CD The Downtown Infrastructure Infill Incentive Program provides financial incentives to eligible parties interested in developing new market-rate residential, commercial, or mixed-use projects in Downtown Stockton.

Further, the Economic Development Department offers small business microloans and forgivable façade improvement loans funded with Community Development Block Grant (CDBG) funds, plus gap financing for affordable housing projects through the HOME Investment Partnership Program and publishes information to promote the City’s Opportunity Zones and available properties. Finally, the Community Development Department amended the Development Code in 2020 to include development incentives such as 100% Density Bonuses, parking reductions, and flexibility in housing typologies. With the 2021 Housing Element Annual Progress Report (APR), a list of City-owned properties available for housing development will be published. In the future, mapping of current and proposed projects may expand on these existing tools and incentives.
www.stocktongov.com/econDev
Ongoing. In Spring 2018, the EPA selected a local
coalition, led by the City of Stockton with the San
Joaquin Council of Governments as a partner, to
receive a $600,000 grant to assist with assessing
clean-up required for redevelopment in areas
identified as brownfields, which are primarily located
in the Downtown.

ATTACHMENT A
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU2.1BAmend the Development Code to provide flexibility for redevelopment of historic structures in the Downtown to meet the needs of modern users while maintaining the overall historic value.

Downtown CD In 2022, the City amended the code to allow adaptive reuse in any historic building regardless of the allowable use table should the reuse result in additional employees, residents, or revenue for the City with approval of a use permit. This allows any building to propose a use not listed in the zoning code should that use result in public benefit for the residents. Additional options are being explored as part of the Development Code update.

Completed in 2022 with additional options under
review.

Action LU2.1CImprove Downtown wayfinding for vehicles and pedestrians to direct visitors to key destinations throughout the Downtown.

Downtown SMC, ESS
12 CD, ED, PW,
Downtown Stockton
Alliance
See recommendations for signs under 1.3 above. Masterplans can be established to direct specific action and funding for both city/private investments. Possible coordination with PBIDs.

Ongoing.

Action LU2.1DImprove sidewalk maintenance in the Downtown and widen key sidewalks to provide space for outdoor seating and tree plantings.

Downtown,
Public Health
SMC, ESS PW, CD The Downtown Stockton Alliance, a Property Based Improvement District (PBID) actively supplements funding of downtown sidewalk maintenance with power washing, graffiti removal, waste removal, and beautification.

In 2017, the City developed its first Safe Routes to School Plan, and actively applies for funding opportunities to further the concept of “Complete Streets.”
Ongoing. In 2021, the Public Works Department
completed construction of the Miner Avenue
Complete Streets project, which will reduce vehicle
travel lanes, expand pedestrian and bicycle
amenities, and create landscaped medians between
Weber Point and the ACE Cabral Station.

Action LU2.1EDevelop and implement a public/private strategy for mixed-use highend development along both sides of the Stockton Channel/San Joaquin River Corridor, including the following:
■ A public promenade along the North Channel to Louis Park and the South Channel to Mormon Slough.
■ Mixed-use development and re-use of historic structures.

Downtown PW, ED, CD The 2021-2023 Zoning Map Amendment will include workshops and outreach to owners to explore options for inclusion into zoning efforts and strategic plans for sites. This could include master planning with CIP, SMC, and MFP coordination. In 2020, the City entered an Exclusive Negotiating Rights Agreement (ENRA) for the South Pointe properties for mixed-use development along the waterfront.
2021-2023 workshops solicited feedback from
owners/stakeholders. In 2022 the north shore zoning
was converted from Industrial to Commercial to align
with the General Plan and additional updates are
under review as part of the Development Code
overhaul. Meetings were held on downtown and
channel zoning standards as part of Shape Stockton.

POLICY LU2.2Facilitate the development of at least 4,400 new housing units in the Greater Downtown by 2040.

Downtown
Action LU2.2AAmend the Development Code to provide more flexibility for residential development to be feasible, including through a streamlined residential development permit process, and to contribute to the “charm” of the Downtown.

Downtown BLD, SMC CD, BLD, ED In 2021-2024, Local Early Action Planning (LEAP) grant funds will be utilized to further study areas of improvement, including infrastructure and displacement.

Completed and ongoing. The Development Code was
amended in 2020 to encourage residential
development in the Downtown, including the
allowance of 100% Density Bonuses, parking
reduction and deviations, and flexible housing
typologies. Additional changes will be made as part
of the draft Development Code is anticipated to go
before the Stockton City Council for consideration in
Summer/Fall 2025.

Action LU2.2BEstablish Transit Oriented Development (TOD) Overlay Zones around the Robert J. Cabral ACE Train Station and the San Joaquin Street Amtrak Station to promote high density residential, including affordable and mixed income housing, and other TOD items.

Downtown,
Public Health,
Air Quality,
Climate Change
CD, PW ED, CD, H, RT The Development Code was amended in 2020 to eliminate off-street parking requirements for new projects developed within ¼ mile of the Robert J.

Cabral ACE Train Station. REAP funding to conduct neighborhood-scale planning work around Cabral Station.

Ongoing and being reviewed as part of the approved
Action Plans were adopted in November 2024
(Resolution 2024-11-19-1504.)
Action LU2.2CEvaluate and implement adjustments to the Public Facilities Fee13 structure to promote development in the Downtown
Downtown CD, PW CD, PW Currently in progress. The Stockton Economic Stimulus Plan (SESP)14 is currently active and online.

Ongoing. Anticipated adoption in 2025.

Action LU2.2DDiscourage urban development at the edges of the city that would detract from or compete with the housing goals of the Greater Downtown.

Downtown, Air
Quality, Climate
Change
ED, CD Possible 2022 code amendments for performance measures and uses.

Request for Proposals (RFP) was issued in 2021 for preparation of a comprehensive Housing Action Plan, which will include considerations for the Greater Downtown.

Ongoing.

POLICY LU2.3Encourage more Downtown community and regional entertainment venues.

Downtown
Action LU2.3AEstablish an entertainment district in the Downtown with a discrete boundary and strategies to promote entertainment uses, such as:
■ Reducing permit requirements;
■ Eliminating the requirement to sell food at bars;
Downtown SMC ED, CD, PW Should include standards for change of use, uses tied to performance standards, DR reviews to encourage investment, shared parking considerations and agreements.

Ongoing. In 2023 to 2024 staff conducted workshops
to refine standards and boundaries for these uses
and areas.
12 ESS- Stockton Engineering Standard Specifications http://www.stocktongov.com/government/departments/publicWorks/enginStand.html 13 Stockton Public Facilities Fee Programs http://www.stocktongov.com/government/departments/econDev/eDevBusPffep.html 14 Stockton Economic Stimulus Plan (SESP) http://www.stocktongov.com/government/departments/permitCenter/buildSesp.html

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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
■ Providing incentives for clubs and restaurants;
■ Allowing for reduced or shared parking; and
■ Delineating an area in which to facilitate food trucks and pop-up businesses
Action LU2.3BPartner with ride-sharing companies to facilitate safe nightlife in the Downtown.

Downtown GP ED, RT Consider designation of ride-share drop areas. Ongoing.

Action LU2.3CDevelop curbside management policies that are flexible to accommodate the evolving nature of ride-sharing programs and future reliance on autonomous vehicles in
the Downtown.

Downtown, Air
Quality, Climate
Change
SMC, ROW CD, PW Possibly coordinate with updated transportation and road diet programs. In 2019, RTD launched the Van Go! Ridesharing vehicles for the region. Other data is needed to determine where autonomous vehicle can best be accommodated through heavily traveled areas and areas with less auto dependency.

May require additional direction for specific action.

Action LU2.3DPromote events that bring residents and visitors to the Downtown. Downtown GP ED, Parks Events already included on city’s website at www.stocktonca.gov/events.

Downtown events are also shared by the ED Department on social media platforms as well as in the ED newsletter.

Ongoing.

POLICY LU2.4Encourage more resident- and visitor-serving restaurants, retail, and consumer services to locate in the Downtown.

Downtown
Action LU2.4AImplement strategies to promote new Downtown restaurant, retail, and consumer service businesses that primarily serve the needs of Downtown residents, but also add value for visitors, such as by:
■ Reducing permit requirements;
■ Allowing for reduced or shared parking;
■ Providing incentives; and
■ Facilitating planning and permitting for building renovations.

Downtown ED Work Plan ED The City promotes new Downtown restaurants and businesses in the ED newsletter.

ED created the Storefront Beautification Micro Grant Program to assist small businesses to enhance their storefronts with projects that have minimal or reduced permit requirements. Staff will continue to explore options to promote existing fee reimbursement program and façade programs available to Downtown commercial property/ business owners. Downtown incentives are listed on the City’s website www.stocktonca.gov/bizassist and promoted in the ED newsletter and on social media platforms.

In 2020, ED provided funding to Downtown Stockton Alliance to create and implement an Outdoor Patio Program. Funding enabled improvements to take place at 14 Downtown businesses to facilitate outdoor dining, including outdoor heaters, furniture, awnings, and railings. In 2020-2021, ED issued an additional $600,000 in CDBG-CV3 Cares Act funding for the Small Business Grant Program (with priority for restaurants) and the Outdoor Dining/Retail Support Grants to support safe outdoor dining and retail activities. 622 grants were awarded in the first two rounds, with enough funding for a third round of applications.

Ongoing and part of the Shape Stockton effort
15 .

Action LU2.4BPartner with the Downtown Stockton Alliance16 to market the Downtown to existing Stockton businesses that would benefit from relocating to a centralized location
Downtown GP ED Staff promotes available Downtown properties in the ED newsletter. ED is exploring potential possibility for closer coordination with Downtown Stockton Alliance and related agencies to create unified collaborative marketing plan to promote benefits of relocating to downtown. ED staff participates with the DSA as an active Board member for collaboration efforts.

Ongoing.

Action LU2.4CPartner with the Downtown Stockton Alliance to market the Downtown to attract businesses that complement the Downtown’s multi-modal connectivity by appealing to the needs of travelers and providing shopping and recreation opportunities for visitors and commuters alike.

Downtown GP ED Continue coordination; refer to the above. Ongoing.

POLICY LU2.5Promote Downtown Stockton as a primary transit node that provides multi-modal connections throughout the city and region.

Downtown,
Public Health,
15 Shape Stockton website http://www.stocktongov.com/government/departments/communityDevelop/Shape/default.html 16 Downtown Stockton Alliance https://www.downtownstockton.org/

ATTACHMENT A
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Air Quality,
Climate Change
Action LU2.5AImprove transit, bicycle, and pedestrian connectivity between the Downtown and local colleges and universities.

Downtown,
Public Health,
Air Quality,
Climate Change
Bike/Ped master
plan, Circulation
element, roadway
plan
CD, PW Work to establish routes consistent with the Bicycle Master Plan. Work with PW and CD to streamline the ROW review and design.

Ongoing.

Action LU2.5BStudy the possible one-way to two-way conversions of streets in the Downtown (e.g., El Dorado/Center, Park/Oak, and Main/Market) to improve pedestrian and bicycle safety, slow traffic speeds, and support local businesses.

Downtown,
Public Health
Bike/Ped master
plan, Circulation
element, roadway
plan
CD, PW Continue coordination. Ongoing.

Action LU2.5CContinue to develop an active transportation plan for Downtown Stockton, and implement complete streets projects to improve bicycle and pedestrian safety that are identified in the plan Downtown,
Public Health,
Air Quality,
Climate Change
Bike/Ped master
plan, Circulation
element, roadway
plan
CD, PW Annually reviewed and Ongoing. Ongoing.

GOAL LU-3 AUTHENTIC NEIGHBORHOODS: Protect and preserve the authentic qualities of Stockton’s neighborhoods and historic districts.

POLICY LU3.1Ensure that exterior remodels and the siting, scale, and design of new development are compatible with surrounding and adjacent buildings, public spaces, and cultural and historic resources.

Action LU3.1AImplement local and State incentives for the preservation and reuse of historic buildings and heritage housing in Downtown and other key areas.

HS, SMS, BLD CD, BLD, CHB Staff will coordinate the creation of historic Best Management Practices (BMPs), conditions of approval, and review procedures within entitlement review. Coordinate with CHB for review and comment.

Ongoing
Action LU3.1BIf development has the potential to adversely affect buildings 50 years old or older, require a historical resources survey to be completed by a professional consistent with the Secretary of the Interior’s Standards for Architectural History.

HS, SMS CD, BLD, CHB Create map with parcels that could be affected by this to determine effects. Ongoing.

Action LU3.1CRequire historic structures, along with landscape, original roadways, sidewalks, and other public realm features in historic neighborhoods, to be maintained, restored, or repaired wherever possible. If alterations are proposed to historical buildings, require those changes to meet the Secretary of the Interior’s Standards for Treatment of Historic Properties.

HS, SMS, BLD CD, BLD, CHB Staff plans to coordinate the creation of historic BMPs, conditions of approval, and review procedures within entitlement review. Will coordinate with CHB for review and comment.

Ongoing and as part of Shape Stockton development
code discussions.

Action LU3.1DReview the boundaries of the Magnolia Historic District and consider land use and zoning changes to reflect current uses and help facilitate access to grant funding for historic preservation.

HS, SMC CD, ED Updates in 2025 Development Code and Development Code Overhaul. Ongoing and part of the Shape Stockton efforts in 2023 and 2024.

Action LU3.1EMaintain and periodically update the City’s historical resources inventory and adopt a priority list to protect the most important resources.

HS, SMC CD, BLD Create map that corresponds with 50-year-old sites. Refer to Sacramento example of a database with adaptive reuse sites. Figure 3-3 is a map with historical sites.

Ongoing.

Action LU3.1FMaintain and periodically update Citywide Design Guidelines. SMC, DG CD Overhaul of Design Guidelines and creation of Objective Design Standards to be completed in 2025 utilizing LEAP funds.

The existing guidelines will be comprehensively
updated as part of the draft Development Code is
anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025. Efforts to update
the standards are already underway.

POLICY LU3.2Retain narrower roadways and reallocate right-of-way space to preserve street trees and mature landscaping and enhance the pedestrian and bicycle network within and adjacent to residential neighborhoods.

Public Health,
Air Quality,
Climate Change
Action LU3.2AImplement the “road diet” recommendations from the City’s Bicycle Master Plan that reduce roadway widths to provide space for bike Public Health,
Air Quality,
Climate Change
PW, CD Some road diets programed in CIP. Staff to continue to explore options.

Examples include El Dorado and Miner Avenue.

Ongoing and paired with recent grant applications.

ATTACHMENT A
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6 Category POLICY/ACTION Action Topic1 Regulatory
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
lanes and other amenities that improve safety and ease of the streetscape for all modes.

POLICY LU3.3Maintain or expand the currently available amount of public park and open space area in each neighborhood.

Public Health
Action LU3.3AContinue to improve and maintain park facilities and fields to address deficiencies and improve park sustainability, including lighting improvements, conversion to solar lighting, drinking fountain maintenance, and natural stormwater management.

Public Health Parks Staff will continue coordination. Ongoing.

Action LU3.3BPursue joint-use recreational facilities where possible, including on school grounds and utility easements.

Public Health Parks Staff will continue coordination. Ongoing.

Action LU3.3CEstablish a citywide park maintenance assessment district. Public Health Parks Staff will continue coordination. Ongoing.

Action LU3.3DPeriodically review the City’s Development Impact Fee requirements to determine whether they should be adjusted to reflect the City’s priorities for parks, community centers, and libraries that serve the surrounding neighborhoods.

Public Health PFF CD, PW, Parks Master Infrastructure Plan and PFF Nexus Study are in process. Anticipated 2025 adoption.

Action LU3.3ERequire new development to improve utility easement property as usable public open space, where feasible.

Public Health GP, SMC PLN, PW Included in current process for development review. Standard comments and conditions for entitlements will be established.

Ongoing.

Action LU3.3FAllow developers to develop pocket parks that function as social gathering places and/or children’s play areas, and which can count towards the park standard requirements for new development.

Public Health GP, SMC PLN, Parks Included in current process for development review. Ongoing.

GOAL LU-4 HIGH-QUALITY JOBS: Attract and retain companies that offer highquality jobs with wages that are competitive with the region and state.

POLICY LU4.1Encourage large-scale development proposals in appropriate locations that include significant numbers of higher-wage jobs and local revenue generation. Such development may utilize the Economic and Education Enterprise land use designation if the proposal meets all the criteria listed under the definition of the designation.
38k jobs by
2040
Action LU4.1AUpdate the Development Code and other City regulations to streamline project review as feasible for businesses that meet the City’s economic development and workforce support objectives.

SMC CD Completed as part of the 2021-2022 code edits. Additional options to be reviewed as part of the Development Code Overhaul.

Completed, but ongoing.

Action LU4.1BSeek out and market to businesses that build on Stockton’s competitive advantages and offer high- and living-wage jobs in a range of industries, such as management of companies and enterprises, finance and insurance, wholesale trade, professional and technical services, information, healthcare and social assistance, and education.

EDSP6 ED ED Staff developed industry-specific marketing material and will continue conducting marketing/outreach efforts. Materials are also posted on the website www.stocktonca.gov/econdev
Ongoing.

Action LU4.1CConduct marketing and outreach to retain existing companies and use the City’s permitting and regulatory processes to facilitate expansions of existing businesses, consistent with other General Plan policies and actions.

EDSP ED, CD Staff will continue to conduct business visits and evaluate business survey responses to assess the needs and aid existing local businesses.

Ongoing.

Action LU4.1DConsider future amendments to the General Plan for extraordinary growth plans outside the Urban Services Boundary that include significant job generators or public institutions such as a college campus.

GP, SMC PLN As part of the 2024 Development Code Overhaul, possible GP amendments will be necessary.

Ongoing and will be discussed as part of the Shape
Stockton effort.

POLICY LU4.2Attract employment- and tax-generating businesses that support the economic diversity of the city.

ATTACHMENT A
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7 Category POLICY/ACTION Action Topic1 Regulatory
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU4.2AMaintain a memorandum of understanding (MOU) with the San Joaquin Partnership, the Chambers of Commerce, and the Business Council to share marketing leads and collaborate on business attraction efforts.

GP San Joaquin
Partnership, the
Chambers of
Commerce, and the
Business Council
Staff initiated and gathered the Business Coalition group with partner agencies to share information, upcoming projects, and resources during a regular weekly call and will continue to coordinate.

Ongoing.

Action LU4.2BDevelop strategic partnerships with higher education institutions, workforce training agencies, business associations, financial institutions, and venture capital concerns to support the development of beneficial industry clusters.

GP CM, ED Staff will continue coordination by partnering with organizations to market and support industry growth.

Ongoing.

Action LU4.2CContinuously improve the efficiency, timeliness, and transparency of the City’s permitting process to assist businesses in expanding or locating in Stockton, while providing certainty in fee calculations and regulatory requirements.

Website, Accela CD, BLD, ENG Possible interactive map for development projects tied to CD’s permit tracking system. This can include more information about submittals and active submittals (i.e. entitlements and permits). Contract to be partially funded in 2024 with REAP grant funds.
2023 and ongoing for website improvements and
updated handouts. Numerous updates have been
made as part of the DevStat review team’s progress
in reviewing all processes.

Action LU4.2DContinually reexamine the City’s planning and permitting fee structures to ensure that they do not constitute undue burdens on business.

Fee Study CD The 2024 code overhaul will look to streamline uses and activities that implement the city’s vision. This would lessen the need for review for many future applicants that adhere to the city standards. Since many uses would no longer require time consuming review, planning fees would not be applicable. While an updated fee study can be imitated, it is not as high of a priority as streamline and could occur and the zoning text and the use table has been updated.

Ongoing.

GOAL LU-5

PROTECTED RESOURCES: Protect, maintain, and restore natural and cultural resources.

POLICY LU5.1Integrate nature into the city and maintain Stockton’s urban forest. Public Health Action LU5.1ARequire renovated and new projects to provide open spaces that create gateways, act as collectors for pedestrian systems, and/or provide a social focal point for a project and the surrounding community and corridor, as appropriate.

SMC, GP PW Staff will continue coordination. Ongoing and updates will update as part of the draft Development Code is anticipated to go before the
Stockton City Council for consideration in
Summer/Fall 2025.

Action LU5.1BProtect, preserve, and improve riparian corridors and incorporate them in the City’s parks, trails, and open space system.

SMC, GP, DG PLN, Parks Maintain zoning and design standards for preservation. Ongoing.

Action LU5.1CRequire landscape plans to incorporate native and drought-tolerant plants to preserve the visual integrity of the landscape, conserve water, provide habitat conditions suitable for native vegetation, and ensure that a maximum number and variety of well adapted plants are maintained.

SMC, GP, DG PLN Currently included in the city’s design review process for preliminary and final landscape plans.

Ongoing and standards will be updated in
Summer/Fall 2025.

POLICY LU5.2Protect natural resource areas, fish and wildlife habitat, scenic areas, open space areas, agricultural lands, parks, and other cultural/historic resources from encroachment or destruction by incompatible development.

Public Health
Action LU5.2AContinue to coordinate with the San Joaquin Council of Governments and comply with the terms of the Multi-Species Habitat Conservation and Open Space Plan to protect critical habitat areas that support endangered, threatened, and special-status species

SMC, GP, HPC,
Delta Plan in 2013
CD, SJCOG Possible map of sensitive areas requiring BIO/reviews per entitlements.

Coordinate entitlement and CIP review for standard process, comments, and conditions.

Ongoing.

Action LU5.2BFor projects on or within 100 feet of sites that have the potential to contain special-status species or critical or sensitive habitats, including wetlands, require preparation of a baseline assessment by a qualified biologist following appropriate protocols, such as wetland delineation protocol defined by the US Army Corps of Engineers (Corps). If such sensitive species or habitats are found to be present, development shall avoid impacting the resource, and if avoidance is not feasible, impacts shall be minimized through project design or compensation identified in consultation with a qualified biologist.

SMC, GP, DS CD, State and Regional
Agencies, California’s
Delta Stewardship
Council
Possible interactive map of sensitive areas requiring BIO/reviews per entitlements. Coordinate entitlement and CIP review for standard process, comments, and conditions.

Ongoing.

ATTACHMENT A
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU5.2CRequire new development to implement best practices to protect biological resources, including incidental take minimization measures and other federal and State requirements and recommendations that are consistent with the San Joaquin County Multi-Species Habitat Conservation and Open Space Plan.

San Joaquin
County MultiSpecies Habitat
Conservation and
Open Space Plan
CD, SJ County Possible interactive map of sensitive areas requiring BIO/reviews per entitlements. Coordinate entitlement and CIP review for standard process, comments, and conditions. Coordinate review with the San Joaquin County Multi-Species Habitat Conservation and Open Space Plan.

Ongoing.

Action LU5.2DRequire the following tasks by a qualified archaeologist or paleontologist prior to project approval:
■ Conduct a record search at the Central California Information Center located at California State University Stanislaus, the University of California Museum of Paleontology at Berkeley, and other appropriate historical or archaeological repositories.
■ Conduct field surveys where appropriate.
■ Prepare technical reports, where appropriate, meeting California Office of Historic Preservation or other appropriate standards. ■ Where development cannot avoid an archaeological or
paleontological deposit, prepare a treatment plan in accordance with appropriate standards, such as the Secretary of the Interior’s Standards for Treatment of Archaeological Sites
SMC, GP, HCP PLN Currently include in the city’s design review process and demolition review process for older buildings and buildings registered as historic. City has oncall consultants who assist in this effort.

Ongoing.

Action LU5.2EContinue to consult with Native American representatives, including through early coordination, to identify locations of importance to Native Americans, including archaeological sites and traditional cultural properties.

SMC, GP PLN Currently included in the city’s environmental review process and long-range planning processes. Staff will continue to manage contacts with impacted tribes to maintain accurate information and BMPs for review and monitoring.

Ongoing.

Action LU5.2FIf development could affect a tribal cultural resource, require the developer to contact an appropriate tribal representative to train construction workers on appropriate avoidance and minimization measures, requirements for confidentiality and culturally appropriate treatment, other applicable regulations, and consequences of violating State laws and regulations.

SMC, GP PLN Currently include in the city’s environmental review process. Specific tribal noticing required by state law will continued to be processed.

Ongoing.

Action LU5.2GComply with appropriate State and federal standards to evaluate and mitigate impacts to cultural resources, including tribal, historic, archaeological, and paleontological resources.

SMC, GP PLN Currently include in the city’s environmental review process. Specific tribal noticing required by state law will continued to be processed.

Ongoing.

Action LU5.2HComply with applicable water conservation measures. Climate Change SMC, GP, SWRCB PLN, PW Currently included in entitlement and development permit reviews. Staff will continue reviews with BMPs consistent with state law and best practices.

Ongoing.

Action LU5.2ICoordinate with water agencies and non-profit organizations to promote public awareness on water quality and conservation issues and consistency in water quality impacts analyses.

Public Health,
Climate Change
Right to Farm
ordinance
(Municipal Code
Section

16.36.040),
Create contact list water agencies/non-profits for coordination. Ongoing.

POLICY LU5.3Define discrete and clear city edges that preserve agriculture, open space, and scenic views.

Air Quality,
Climate Change
Action LU5.3AAt the interface between development and rural landscapes, use landscaping and other attractive edging instead of sound walls and similar utilitarian edges of developments to maintain the visual integrity of open space.

GP, SMC PLN, BLD, PW Currently included in entitlement and permit reviews. Ongoing.

Action LU5.3BCoordinate with San Joaquin County and property owners in unincorporated areas to preserve agricultural land and open space areas in the unincorporated county that contribute to maintaining clear boundaries between cities.

GP, SMC, SJ
County
PLN, BLD, PW Currently included in entitlement and permit reviews. Staff will coordinate with County and LAFCO, although the City does not have enforcement authority within the county. County will continue to notify staff of development projects within the SOI and planning area.

Ongoing. County to coordinate development
reviews.

Action LU5.3CMaintain the City’s agricultural conservation program that requires either dedication of an agricultural conservation easement at a 1:1 ratio or payment of an in-lieu agricultural mitigation fee for the conversion of prime farmland, farmland of statewide importance, or Climate Change GP, SMC, HCP PLN Currently included in entitlement and permit reviews. Annual updates to the city council on banking and conservation efforts will continue.

Ongoing.

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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
unique farmland, as defined by the State Farmland Monitoring and Mapping Program.

POLICY LU5.4Require water and energy conservation and efficiency in both new construction and retrofits.

Action LU5.4ARequire all new development, including major rehabilitation, renovation, and redevelopment, to adopt best management practices for water use efficiency and demonstrate specific water conservation measures.

Climate Change GP, SMC, BLD
Code
PLN, BLD, PW Currently included in entitlement and permit reviews. Ongoing.

Action LU5.4BRequire all new development, including major rehabilitation, renovation, and redevelopment, to incorporate feasible and appropriate energy conservation and green building practices, such as building orientation and shading, landscaping, and the use of active and passive solar heating and water systems.

CAP, SMA, BLD, CD Currently included in entitlement and permit reviews. Ongoing. Will be discussed as part of the City’s Climate Action Plan update started in 2024.

Action LU5.4CUpdate the Citywide Design Guidelines to strengthen energy conservation and green building provisions.

GP, DG CD 2024 overhaul of the Design Guidelines and Development Code will look to strengthen design review criteria and streamline projects that adhere to the design guidelines and GP policies on attractive design. As part of process, city staff will review guidelines for possible improvements. Council direction may be sought for effort.

Ongoing. The draft Development Code is anticipated
to go before the Stockton City Council for
consideration in Summer/Fall 2025.

GOAL LU-6: EFFECTIVE PLANNING: Provide for orderly, well-planned, and balanced development
POLICY LU6.1Carefully plan for future development and proactively mitigate potential impacts.

Action LU6.1AThe Envision Stockton General Plan Update Environmental Impact Report (EIR) assumes the following maximum development
projections for the year 2040 for the lands located within the Sphere of Influence, including projects that were already approved prior to the
General Plan Update, but not yet constructed:
■ 40,900 new dwelling units
■ 13.8 million square feet of new commercial and office space ■ 35.6 million square feet of new industrial space
SMC, GP CD, BLD Will continue to monitor annually. Projects found consistent with the 2040 GP projections and intensities may not require subsequent environmental review.

Ongoing. Monitored annually.

Action LU6.1BMonitor the rate of growth to ensure that it does not overburden the City’s infrastructure and services and does not exceed the amounts analyzed in the General Plan EIR.

SMC, MFP CD, PW Current growth rate is reflected in adopted 2040 GP which is the basis for infrastructure planning. Rates will be monitored annually should rates increase significantly change beyond those identified in the 2040 GP.

Ongoing and reviewed as part of housing efforts in
Shape Stockton.

Action LU6.1CRequire that vacant unincorporated properties be annexed into the city prior to the provision of any City services, or that a conditional service agreement be executed agreeing to annex when deemed appropriate by the City.

SMC, GP, MFP,
MSR
CD, PW, MUD, Fire/PD MSR/SOI currently being updated to define services. Current entitlement review requires this information per determination and submittal to LAFCO.

Currently practiced and ongoing.

Action LU6.1DRequire that all utility connections outside the city limit be for land uses that are consistent with the General Plan.

SMC, GP, MFP CD, PW, MUD Currently included in development review. Findings of approval must indicate this prior to staff recommendation on approval.

Development in SOI must be consistent to receive
utilities and services.

Action LU6.1EDo not approve new development unless there is infrastructure in place or planned and funded to support the growth.

SMC, GP, MFP CD, PW, MUD Currently included in development review. Findings of approval must indicate this prior to staff recommendation on approval.

Ongoing.

Action LU6.1FEvaluate and implement adjustments to the Public Facilities Fee (PFF) structure to encourage development in areas where infrastructure is already present and ensure that non-infill development pays its fair share of anticipated citywide capital facilities and operational costs.

CD, PW CD, PW Currently in progress. The Stockton Economic Stimulus Plan (SESP)17 is currently active and online.

Ongoing.
17 Stockton Economic Stimulus Plan (SESP) http://www.stocktongov.com/government/departments/permitCenter/buildSesp.html

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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU6.1GMaintain adequate staffing levels to support achieving the City’s service level goals for police and fire protection.

NA All Staffing and additional procurement began in 2020. Ongoing.

POLICY LU6.2Prioritize development and redevelopment of vacant, underutilized, and blighted infill areas.

Downtown, EJ,
Air quality,
climate change
Action LU6.2ADevelop and implement an infill incentive program that encourages infill development through expedited permitting, changes in fee structures, prioritizing infrastructure improvements in infill areas, property owner and/or landlord incentives to maintain property and reduce blight, and/or other strategies. As part of this program, define and prioritize categories of infill types based on land use and residential density or nonresidential intensity.

Downtown, Air
quality, climate
change
Fee Schedule CD Incremental Development Code amendments in 2020 in 2023 provide waivers and incentives for infill development, such as parking reductions, but no direct effort to establish a separate fee study. Further strategies to be explored with utilization of REAP grant funds in 2024.

Ongoing. Zoning streamline being reviewed as part
of the draft Development Code is anticipated to go
before the Stockton City Council for consideration in
Summer/Fall 2025.

Action LU6.2BDo not approve future annexations or City utility connections unless they are consistent with the overall goals and policies of the General Plan and do not adversely impact the City’s fiscal viability, environmental resources, infrastructure and services, and quality of life.

Air quality,
climate change
GP, MSR CD Currently applied for all annexation requests. Continue and ongoing.

Action LU6.2CEnsure prioritization of development and redevelopment of vacant, underutilized, and blighted infill areas be considered through strategies such as zoning changes and strategies to avoid gentrification.

GP, SMC CD, ED City to update vacant and underutilized parcel list for coordination of sitespecific opportunities and constraints review. Possible coordination with property owners for further discussion. Further strategies to be explored with utilization of REAP and LEAP grant funds in 2024.

Ongoing and under review part of the Shape
Stockton housing efforts.

Action LU6.2DComply with State requirements that limit the idling of motor vehicles.

Air quality, GP, CAP CD Coordinate CAP and GP mitigation measure into CIP, entitlement, and permit reviews for compliance. Possibly require projects and sites to post no-idling signage for loading and parking areas.

Continue and Ongoing.

POLICY LU6.3Ensure that all neighborhoods have access to well-maintained public facilities and utilities that meet community service needs.

Public health, EJ
Action LU6.3ARequire development to mitigate any impacts to existing sewer, water, stormwater, street, fire station, park, or library infrastructure that would reduce service levels
GP, MFP PW, CD Part of CIP and entitlement reviews. Master Facilities Plan and Public Facilities Fee (PFF) to be updated in 2025 and beyond.

Ongoing. Anticipated adoption in 2025.

Action LU6.3BEnsure that public facilities, infrastructure, and related land area and other elements are designed, and right-of way is acquired to meet 2040 planned development requirements to avoid the need for future upsizing or expansion, unless planned as phased construction.

GP, MFP PW, CD Part of CIP and entitlement reviews. Master Facilities Plan and Public Facilities Fee (PFF) to be updated in 2025 and beyond.

Ongoing. Anticipated adoption in 2025.

Action LU6.3CCoordinate, to the extent possible, upgrades and repairs to roadways with utility needs, infrastructure upgrades, and bicycle and pedestrian improvements (i.e., “dig once”).

GP, MFP PW, CD Part of the CIP plan update. Master Facilities Plan and Public Facilities Fee (PFF) to be updated in 2025 and beyond.
2024 and ongoing. Anticipated adoption in 2025.

Action LU6.3DDesign public facilities and infrastructure to maintain and improve the visual quality of the urban environment, including through the following approaches:
■ Designing buildings and infrastructure to fit into and complement their ultimate surroundings.
■ Buffering buildings and infrastructure from their surroundings as appropriate to shield unsightly areas from public view. ■ Providing appropriate landscaping.

GP, MFP PW, CD Currently a part of the entitlement and permit review process. 2025 Development Code overhaul will streamline design reviews that enhance the area and achieve the principals of the design guidelines and General Plan.

Master Facilities Plan and Public Facilities Fee (PFF) to be updated in 2025 and beyond.
2024 and ongoing. The draft Development Code is
anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025. PFF anticipated
adoption in 2025.

POLICY LU6.4Ensure that land use decisions balance travel origins and destinations in as close proximity as possible and reduce vehicle miles traveled (VMT).

Air quality,
climate change
Action LU6.4AMaintain a reasonable balance between potential job generation and local workforce availability with a goal of one job for each employed resident.

Air quality,
climate change
GP CD, H, ED Monitored with annual reports. 2025 Development Code overhaul will bring zoning and other documents into consistency with GP policies and land uses. 2024 and ongoing. The draft Development Code is
anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025.

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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU6.4BMaintain a reasonable proximity and balance (i.e., magnitude) between job-generating uses, housing opportunities, and resident services and amenities, including transit and active transportation.

Air quality,
climate change
GP CD, ED Currently monitored with the annual GP/Housing reports. Ongoing and will be analyzed as part of Shape Stockton.

Action LU6.4CReduce Vehicle Miles Traveled (VMT) per household by planning new housing in closest proximity to employment centers, improving and funding public transportation and ridesharing, and facilitating more direct routes for pedestrians and bicyclists.

Public Health,
Air quality,
climate change
GP, CAP, TA PW, CD VMT baseline for city established via the CAP. TIA guidelines updated for VMT thresholds in 2023.

VMT thresholds adopted in 2023 and completed.

The CAP is ongoing.

POLICY LU6.5Improve and maintain the City’s fiscal health.

Action LU6.5ARequire preparation of a fiscal impact analysis for large development projects and proposed annexations to ensure a full accounting of infrastructure and public service costs and to confirm whether revenue enhancement mechanisms are necessary to ensure net fiscal balance or better, and require appropriate fiscal mitigations, when necessary, to ensure the City’s Ongoing. fiscal health and continued viability of the City’s General Fund.

GP, MFP CD, PW Add to submittal requirements to be required prior to determination on projects.

Ongoing.

Action LU6.5BUtilize development agreements (DAs) as a tool to implement public facilities financing plans and to secure fiscal mitigations and various public benefits from new development projects.

GP, MFP, PFF CD, PW, MUD DAs will be updated and brought before the Council for monitoring. 2024 and ongoing.

Action LU6.5CEvaluate and update all development impact fees to be consistent with the 2040 General Plan
GP, MFP, PFF CD, PW, MUD PFF fee analysis in 2024. 2025and ongoing.

Action LU6.5DContinue to utilize developer fees, the City's public facilities fees, and other methods (e.g., grant funding and assessment districts) to finance public facility design, construction, operation, and maintenance.

GP, MFP, PFF CD, PW, MUD Master Facilities Plan and Public Facilities Fee (PFF) to be updated in 2025 and beyond.
2025 and ongoing.

POLICY LU6.6Coordinate land use planning efforts among City departments and with regional agencies
Action LU6.6AProvide written comments to San Joaquin County on all proposed significant development projects in the City’s Planning Area to request consistency with this General Plan and other City regulations.

GP CD, PW, ED Staff will coordinate review of county and city projects to ensure collaboration on project review.

Ongoing.

Action LU6.6BParticipate in the San Joaquin Council of Governments’ (SJCOG) regional planning programs and coordinate City plans and programs with those of SJCOG, including the Regional Transportation Plan/Sustainable Communities Strategy, among others, and work with non-profit organizations also engaging in these planning programs.

Air quality,
climate change
GP CD, PW, ED Currently coordinating regionally and locally for city and countywide projects.

Ongoing.

Action LU6.6CReview and update the Development Code to ensure consistency with the updated General Plan.

GP, SMC CD Phases 1 and 2 completed in 2020. With additional amendments to be completed in Phase 3 in 2022. Development Code overhaul to take place in 2024.
2024 and ongoing. The General Plan/zoning
inconsistency effort named “series” for map changes
and “phase” for code changes were completed in
2022. Each change included four rounds of
adoptions.
18 The draft Development Code is
anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025.

Action LU6.6DReview and update the Zoning District Map to ensure consistency with the updated General Plan.

GP, SMC CD Zoning Map amendments to be completed in phases during 2021-2023. Completed. 2021-2023 updates made. City staff will explore additional after the Shape Stockton effort is
completed.

POLICY LU6.7Enhance public participation in the planning process. 18 Zoning Update webpage http://www.stocktongov.com/government/departments/communityDevelop/cdPlanZoneUp.html

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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action LU6.7AWork with community-based organizations to develop and implement a comprehensive and accountable long-term strategy to engage the Stockton community in planning decisions.

EJ GP CD, ED, H 2020-2023 amendments will include significant outreach to implement the GP policies for engaging the community. Staff will work to improve online resources to educate and empower residents through use of online materials and notifications.

Ongoing and will improve as part of Shape Stockton
effort.

Action LU6.7BRequire that sponsors of new development projects, especially those that require Planning Commission and/or City Council approval, have early, frequent, and meaningful communication with affected citizens and stakeholders.

SMC, City
Outreach Plan
CD, IT Currently required and Ongoing. Will work to streamline process and provide additional materials online, including DEV and CIP project maps for people to review and comment on.

Ongoing.

GOAL TR-1: MOBILE COMMUNITY: Provide an integrated transportation system that enables safe and efficient movement of people and goods for all modes of travel.

POLICY TR1.1Ensure that roadways safely and efficiently accommodate all modes and users, including private, commercial, and transit vehicles, as well as bicycles and pedestrians and vehicles for disabled travelers.

Public Health
Action TR1.1ADirect truck traffic to designated truck routes that facilitate efficient goods movement and minimize risk to areas with concentrations of sensitive receptors, such as schools, for example by disallowing any new truck routes to pass directly on streets where schools are located, and vulnerable road users, like pedestrians and bicyclists.

Public health,
EJ, Air quality
Complete Streets,
Precise Road
Plans
PW Continue to coordinate and implement. Ongoing.

Action TR1.1BMaintain and periodically update a schedule for synchronizing traffic signals along arterial streets and freeway interchanges to facilitate the safe and efficient movement of people and goods and to provide signal priority for transit vehicles at intersections.

Air quality,
climate change
PW Continue to coordinate and implement. Ongoing.

Action TR1.1CRequire roadways in new development areas to be designed with multiple points of access and to address barriers, including waterways and railroads, in order to maximize connectivity for all modes of transportation
GP, SMC PW, CD, Fire Currently included with entitlement and CIP review. Ongoing.

Action TR1.1DUpdate existing Precise Road Plans to reflect the 2040 General Plan, including changes in land use and level of service requirements, and a shift in priority from vehicular travel to travel by all modes through complete streets
Public health,
Air quality,
climate change
GP, SMC PW, CD, Fire Currently included with entitlement and CIP review. Older plans could be evaluated when sufficient staff capacity is achieved.

Ongoing.

Action TR1.1EWork with local school districts to implement pedestrian crossing enhancements like stop signs within neighborhoods around schools, encourage activities like a walking school bus, and create educational programs that teach students bicycle safety.

Public health,
Air quality,
climate change
SMC PW, CD Currently included in entitlement reviews. Possible coordination and integration into CIP items.

Ongoing.

POLICY TR1.2Enhance the use and convenience of rail service for both passenger and freight movement.

Action TR1.2AActively support and pursue access to high-speed rail. Air quality, climate change
SMC PW, CD Currently included in entitlement reviews. Possible coordination and integration into CIP items.

Ongoing.

Action TR1.2BSupport the San Joaquin Regional Transportation District’s Regional Bus Service, Altamont Commuter Express (ACE), and AMTRAK’s San Joaquin intercity rail service, and pursue and support other regional transit programs and projects, such as:
■ ACE plans to bypass existing bottlenecks (e.g., the Union Pacific railyards in South Stockton);
■ Connecting to the BART system;
■ Extending ACE service south to Merced; and
■ Proposing rail between Stockton and Sacramento along the California Traction and other rail corridors.

Air quality,
climate change
SMC PW, CD Currently included in entitlement reviews. Possible coordination and integration into CIP items.

Ongoing.

Action TR1.2CProvide grade separations at railroad crossings on arterial streets where feasible to ensure public safety and minimize traffic delay.

SMC PW, CD Currently included in entitlement reviews. Possible coordination and integration into CIP items.

Ongoing.

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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
POLICY TR1.3Facilitate expanded port and Airport operations, service, and development as travel and goods movement assets to the community and sources of employment growth.

Action TR1.3AProtect the Airport and related aviation facilities from encroachment by ensuring that all future development within the Airport Influence Area (AIA) is consistent with the policies adopted by the San Joaquin County Airport Land Use Commission (ALUC)19, except in cases where the City Council concludes that project approval would provide for the orderly development of the Airport and the areas surrounding it while protecting the public health, safety, and welfare by minimizing the public’s exposure to excessive noise and safety hazards, consistent with the San Joaquin County Airport Land Use Compatibility Plan and the Stockton Metropolitan Airport Land Use Compatibility Plan.

Public health, EJ SMC, GP CD, Fire City staff monitors application requests near the AIA for review and coordination with the ALUC.

Ongoing. The existing zoning overlay standards will
be updated as part of the draft Development Code is
anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025.

Action TR1.3BWhere substantial development already exists within the AIA and is incompatible with ALUC policies, only allow additional infill development of similar land uses if projects meet all of the following criteria to be an infill project:
■ The project site is bounded on at least three sides by uses similar to those proposed.
■ The proposed project would not extend the perimeter of the area developed with incompatible uses.

SMC, GP CD, PW City staff monitors application requests near the AIA for review and coordination with the ALUC. Will explore possible inclusion of criteria in the 2024 code overhaul.

Ongoing.

Action TR1.3CWithin the AIA, require that new development or an expansion of an existing use that requires a building permit file an avigation easement with the City.

SMC, GP CD, PW City staff monitors application requests near the AIA for review and coordination with the ALUC. Will explore possible inclusion of criteria in the 2024 code overhaul.

Ongoing.

GOAL TR-2: ACTIVE COMMUNITY: Offer active transportation opportunities for the entire community.

POLICY TR2.1Develop safe and interconnected bicycle and pedestrian facilities, including along “complete” streets that target multiple travel modes.

Public health,
Air quality,
climate change
Action TR2.1ARequire safe and secure bicycle parking facilities to be provided at major activity centers such as public facilities, employment sites, and shopping and office centers, along with showers and lockers for major employment sites.

Public health,
Air quality,
climate change
GP, SMC, Bike
Plan
CD, PW Currently, the bicycle system in Stockton consists of about 117 miles of existing bikeways, including approximately 46 miles of bike paths, 36 miles of bike lanes, and 35 miles of bike routes.

Incremental development standards for bicycle parking were amended in 2020 in compliance with the Bicycle Master Plan.

Ongoing.

Action TR2.1BMaintain and implement the City of Stockton Bicycle Master Plan20. Air quality, climate change
GP, SMC, Bike
Plan
CD, PW Currently used in entitlement and CIP reviews. Ongoing.

Action TR2.1CMaintain and implement the City of Stockton Safe Route to School Plan21.

Public health Safe Route to
School Plan, SMC
CD, PW Currently used in entitlement and CIP reviews. Ongoing.

POLICY TR2.2Connect housing and employment development in areas with good transit access through open and inclusive processes where appropriate.

Public health,
Air quality,
climate change
Action TR2.2ARequire major new development to incorporate and fund design features to promote safe and comfortable access to transit, such as a circulation network that facilitates efficient and connected bus travel, clear pedestrian and bicycle routes connecting origins and destinations to transit stops, sheltered bus stops, park-and-ride facilities, and highly visible transit information and maps.

Public health,
Air quality,
climate change
GP, SMC, Bike
Plan
CD, PW, RT Currently used in entitlement and CIP reviews. Funding programs will be coordinated with regional agencies and CIP prioritization. Project obligations are currently applied to entitlement reviews.

Ongoing.
19 San Joaquin County Airport Land Use Commission (ALUC) Stockton Metro Airport Land Use Compatibility Plan https://www.sjcog.org/DocumentCenter/View/1318/2016-Stockton-Metropolitan-Airport-ALUCP---Amended-February-2018?bidId= 20 2017 City of Stockton Bicycle Master Plan http://www.stocktongov.com/files/Stockton_SRTS_Plan_December_2017.pdf 21 2017 City of Stockton Safe Routes to School Plan http://www.stocktongov.com/files/Stockton_SRTS_Plan_December_2017.pdf

ATTACHMENT A
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Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action TR2.2BObtain input from community residents, non-profit organizations, and local and regional transit operators on major new development projects, and support transit operators by ensuring major projects are designed to support transit and provide fair share funding of the cost of adequate transit service and access.

Public health,
Air quality,
climate change
GP, SMC CD, PW, ED Staff will improve online resources for public to view active entitlements and CIP projects for comment and information.
2024 and ongoing. A large outreach effort is
underway for the Shape Stockton efforts.

Action TR2.2CRequest that public transit service providers expand routes and increase frequency and operational hours consistent with current short- and long-range transit planning, with the assistance of new development funding.

Public health,
Air quality,
climate change
GP PW Continue to coordinate and implement. Ongoing.

Action TR2.2DSupport efforts to electrify buses. Air quality, climate change
GP PW Continue to coordinate and implement. Ongoing.

POLICY TR2.3Utilize natural features and routes with lower traffic volumes and speeds to encourage residents to walk and wheel more frequently.

Public health,
Air quality,
climate change
Action TR2.3ADevelop and maintain bikeways on separate rights-of way (e.g., Calaveras River, East Bay Municipal Utility District easement, French Camp Slough, and Shima Tract Levee).

Public health,
Air quality,
climate change
GP, SMC, Bike
Plan
CD, PW Currently used in entitlement and CIP reviews. Ongoing.

Action TR2.3BRequire dedication of adequate right-of-way for bicycle use in new arterial and collector streets, and where feasible, in street improvement projects.

Public health,
Air quality,
climate change
GP, SMC, Bike
Plan
CD, PW Currently used in entitlement and CIP reviews. Ongoing.

GOAL TR-3: SUSTAINABLE TRANSPORTATION: Design transportation infrastructure to help reduce pollution and vehicle travel.

POLICY TR3.1Avoid widening existing roadways in an effort to preclude inducement of additional vehicle traffic.

Public health,
Air quality,
climate change
Action TR3.1ALimit street widths to the minimum necessary to adequately carry the volume of anticipated traffic, while allowing for safe bicycle and pedestrian facilities, emergency access, and large vehicle access.

Public health,
Air quality,
climate change
GP PW Continue Coordination. Ongoing.

Action TR3.1BWhere feasible and appropriate, reduce the width of existing streets using bulb-outs, medians, pedestrian islands, shade tree landscaping, appropriate signage, and similar methods, while not jeopardizing emergency response.

Public health,
Air quality,
climate change
GP, SMC, Bike
Plan
PW, CD Included in current roadway and citywide bike plan. Will continue to require design and ROW through entitlement review.

Ongoing.

Action TR3.1CPreserve right-of-way for transit and bicycle uses when designing new roadways and improving existing roadways and ensuring adequate and clear signage.

Public health,
Air quality,
climate change
GP, SMC, Bike
Plan
PW, CD Included in current roadway and citywide bike plan. Will continue to require design and ROW through entitlement review.

Ongoing.

POLICY TR3.2Require new development and transportation projects to reduce travel demand and greenhouse gas emissions, support electric vehicle charging, and accommodate multi-passenger autonomous vehicle travel as much as feasible.

Air quality,
climate change
Action TR3.2AAmend the parking requirements in the Development Code to encourage shared parking, require preferential parking for rideshare vehicles, and allow reduced parking requirements to support transit, bicycling, and walking.

Air quality,
climate change
SMC CD Incremental parking reductions and ministerial waivers to support this Action were adopted in the 2020 Development Code amendment, with additional amendments proposed in development code overhaul in 2025.

Ongoing. Some completed in 2022 with more under
review in 2023. A parking audit was also performed
in 2023. The draft Development Code is anticipated
to go before the Stockton City Council for
consideration in Summer/Fall 2025.

Action TR3.2BRequire commercial, retail, office, industrial, and multifamily residential development to provide charging stations and prioritized parking for electric and alternative fuel vehicles.

Air quality,
climate change
GP, SMC, CAP CD City staff will continue to require per entitlement and permit review. Ongoing.

Action TR3.2CRespond to the implications and opportunities associated with connected vehicles and autonomous vehicles by monitoring technological advances and adjusting roadway infrastructure and parking standards to accommodate autonomous vehicle technology and parking needs.

Air quality,
climate change
GP CD, PW City staff will continue to explore options with local and regional agencies. Ongoing.

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Action TR3.2DContinue to coordinate with the San Joaquin Council of Governments to increase opportunities for additional park and ride facilities, consistent with the San Joaquin County Regional Park and Ride Lot Master Plan.

Air quality,
climate change
GP CD, PW City staff will continue to coordinate with SJCOG on potential opportunities. Ongoing.

GOAL TR-4: EFFECTIVE TRANSPORTATION ASSESSMENTS: Ensure that trafficrelated impacts of proposed land uses are evaluated and mitigated.

POLICY TR4.1Utilize level of service (LOS) information to aid understanding of potential major increases to vehicle delay at key signalized intersections.

Action TR4.1AStrive for Level of Service (LOS) D or better for both daily roadway segment and peak hour intersection operations, except when doing so would conflict with other land use, environmental, or economic development priorities, and with the following additional exceptions:
■ In the Greater Downtown, strive for LOS E or better, but LOS F may be acceptable after consideration of physical or environmental constraints and other City goals and policies.
■ Strive for different LOS standards along the following corridors due to physical constraints that limit the improvements that can be constructed:
• Benjamin Holt Drive, Plymouth Road to Gettysburg Place − LOS F • Eight Mile Road, Trinity Parkway to I-5 − LOS E
• Eight Mile Road, Lower Sacramento Road to West Lane – LOS E • Eighth Street, I-5 to El Dorado Street – LOS E
• Eighth Street, Airport Way to Mariposa Road –LOS E
• French Camp Road, Manthey Road to I-5 – LOS E
• French Camp Road, I-5 to Val Dervin Parkway –LOS F
• Hammer Lane, I-5 to Kelly Drive − LOS E
• Hammer Lane, West Lane to Holman Road −LOS E
• Interstate 5, Hammer Lane to Benjamin Holt Drive − LOS E • Interstate 5, Benjamin Holt Drive to Downing Avenue – LOS F • Interstate 5, Downing Avenue to French Camp Road − LOS E • Otto Drive, I-5 to Thornton Road – LOS F
• Roadway segments determined to be operating at deficient LOS by the San Joaquin Council of Governments in the Regional Congestion Management Program
■ Accept worse than adopted-standard LOS at intersections where widening the intersection would reduce bicycle and pedestrian safety and/or increase pedestrian crossing times such that they would create longer traffic delays due to signal timing.

GP PW, CD City staff will continue to explore options with local and regional agencies and review applications for consistency with this action item.

Ongoing.

Action TR4.1BAmend the City’s Transportation Impact Analysis Guidelines to reflect the updated LOS goals under Action TR-4.1.A and to refine the threshold at which a project needs to evaluate LOS impacts TAG, SMC CD, PW Staff will coordinate with traffic consultant on the scope of this effort. Completed in 2023. Future General Plan and EIR amendments may be needed to clarify the new
standards.

POLICY TR4.2Replace LOS with: (1) vehicle-miles traveled (VMT) per capita; and (2) impacts to non-automobile travel modes, as the metrics to analyze impacts related to land use proposals under the California Environmental Quality Act, in accordance with SB 743.

Air quality,
climate change
Action TR4.2ATo evaluate the effects of new development and determine mitigation measures and impact fees, require projects to evaluate per capita VMT and impacts to transit, bicycle, and pedestrian modes.

Public health,
Air quality,
climate change
TAG, SMC CD, PW Staff will continue to require VMT analysis as part of entitlement review and determination. The TAG may need amendments to codify VMT baselines and preferred mitigation for projects that are shown to have VMT increases.

Ongoing.

Action TR4.2BAmend the City’s Transportation Impact Analysis Guidelines to include alternative travel metrics and screening criteria.

Completed in 2023. Future General Plan and EIR
amendments may be needed to clarify the new
standards.

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POLICY TR4.3Use the threshold recommended by the California Office of Planning and Research for determining whether VMT impacts associated with land uses are considered significant under State environmental analysis requirements.

Air quality,
climate change
Action TR4.3AAmend the City’s Transportation Impact Analysis Guidelines to:
■ Establish a threshold of 15 percent below baseline VMT per capita to determine a significant transportation impact under the California Environmental Quality Act.
■ Identify screening criteria that will streamline certain types of development and/or development in certain areas by not requiring a VMT analysis.

Air quality,
climate change
TAG, SMC CD, PW Staff will continue to require VMT analysis as part of entitlement review and determination. The TAG may need amendments to codify VMT baselines and preferred mitigation for projects that are shown to have VMT increases.

Completed in 2023. Future General Plan and EIR
amendments may be needed to clarify the new
standards.

GOAL SAF1: SAFE COMMUNITY: Create a safe and welcoming environment in all areas of the city at all times of day.

POLICY
SAF-1.1
Invest in neighborhood safety through partnerships with the community to help prevent violence and crime ("community policing").

Action SAF1.1APromote public safety programs, including business, neighborhood, and school watches; child identification and fingerprinting; and other public education efforts.

GP PD Police will continue outreach efforts. Continue to implement and encourage enhanced design through Crime Prevention Through Environmental Design (CPTED).

Ongoing.

Action SAF1.1BMaintain and expand community outreach programs to improve the community’s understanding of how the criminal justice system works, foster a positive relationship between community members and public safety staff, provide a venue for open dialog, and promote transparency in public safety.

GP PD Police will continue outreach efforts. Ongoing.

Action SAF1.1CEngage with schools, non-profit organizations, and faith-based organizations to recognize and work with at-risk youth to avert future criminal activity.

GP PD Police will continue outreach efforts. Ongoing.

POLICY
SAF-1.2
Reduce community violence and crime by fostering community connectivity, creating a sense of place, and encouraging social interactions between residents, employees, and business owners.

Action SAF1.2AUpdate the City’s Design Guidelines and Development Code to require new and retrofitted development to support effective police and fire protection response and services by using the following principles of crime prevention through environmental design (CPTED):
■ Delineate private and public spaces
■ Enhance visibility
■ Control property access
■ Ensure adequate property maintenance
DG, SMC CD, PD Staff will continue to review applications consistent with CPTED policies. As part of 2024 code overhaul, staff will explore effective options to implement CPTED standards in project and permit review.

Ongoing. The draft Development Code is anticipated
to go before the Stockton City Council for
consideration in Summer/Fall 2025.

Action SAF1.2BPursue public art projects that match the culture of the neighborhood to create a sense of ownership and belonging.

GP CD, ED, CS Staff will work to educate and provide incentives for public arts projects in coordination with Community Services.

The Public Art Enhancement Grants Program makes grants annually to Stockton-based nonprofit arts organizations, artists, arts educators, and artist teams for site-based arts projects in Stockton – to strengthen public art opportunities in Stockton and highlight the talent of local artists. Since 2003, the SAC has awarded nearly $1,000,000 in grants to help nonprofit arts organizations, artists (including student artists), art educators, and collaborations serving a diverse community.

The Stockton Arts Endowment (SAE) grant is the principal grants program for the SAC through project-based funding.

Ongoing.

Action SAF1.2CEngage residents and business owners in Ongoing. discussions about how land use and planning decisions can help to reduce violence.

GP PD, CD Continue to coordinate with businesses and residents and require applications to comply with safety design standards and practices.

Ongoing.

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Action SAF1.2DIncentivize a variety of uses in a neighborhood that will be active throughout the day and night.

GP, SMC CD City staff will explore as part of 2025 development code overhaul. Ongoing. The draft Development Code is anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025.

POLICY
SAF-1.3
Ensure that City-managed spaces and facilities support a feeling of safety for users.

Action SAF1.3ADesign and maintain parks, waterways, trail corridors, and other facilities to meet the recreational needs of the community, while maximizing public safety and access concerns, such as through the following approaches:
■ Locate facilities to ensure visibility along public roadways where appropriate;
■ Provide clear access points;
■ Maintain vegetation to maximize visibility and demonstrate active attention to the site; and
■ Use signage to clearly convey site ownership and rules.

GP, Parks Master
Plan
PW, CD Staff will continue to review entitlement and CIP projects for consistency with design guidelines and Action SAF-1.3A. City staff will explore as part of 2025 development code overhaul.

Ongoing. The draft Development Code is anticipated
to go before the Stockton City Council for
consideration in Summer/Fall 2025.

Action SAF1.3BDesign and improve City streetscapes to create safer places by maximizing visibility through installation and maintenance of appropriate lighting and landscaping.

GP, SMC CD City staff will continue to require per entitlement and permit review. Areas to improve will be explored during the 2025 development code overhaul.

Ongoing. The draft Development Code is anticipated
to go before the Stockton City Council for
consideration in Summer/Fall 2025.

GOAL SAF2: HAZARD PROTECTION: Protect residents and businesses from natural and human-caused hazards.

POLICY
SAF-2.1
Ensure that community members are adequately prepared for natural disasters and emergencies through education and training.

Action SAF2.1ADevelop neighborhood watch and emergency support groups to be trained and put into action in the event of an emergency in support of government staff.

GP, CPTED CD, CS, PD, CM, OES Neighborhood Watch Groups were developed to encourage citizen involvement and deter crime by early detection.

Emergency Preparedness is managed by the City's Office of Emergency Services (OES) for disaster preparedness, readiness, City departments response, and mitigation. OES offers information online to assist citizens in in disaster preparedness.
http://www.stocktongov.com/government/departments/fire/emerge.html Ongoing.

Action SAF2.1BInform the public about the specific risks of living in flood-prone areas and provide residents instructional information on how to take steps to reduce their exposure to flood damages.

GP, SMC CD, PW The Building Life and Safety Division works in coordination with Federal and State agencies to information the public about flood risks. http://www.stocktongov.com/government/departments/communityDevelo p/cdBuildState.html
Ongoing.

POLICY
SAF-2.2
Prepare sufficiently for major events to enable quick and effective response.

Action SAF2.2ARequire new development to provide adequate access for emergency vehicles and evacuation routes, including by designing roadway systems to provide multiple escape routes in the event of a levee failure.

GP, SMC CD, Fire Staff currently reviews entitlement and permit applications for health and safety compliance.

Ongoing.

Action SAF2.2BFormulate, review, periodically update, and make available to the public emergency management plans (EMP) for the safe evacuation of people from areas subject to inundation from levee and dam failure.

GP, EMP CD, Fire Staff currently reviews entitlement and permit applications for health and safety compliance. Emergency plan review will include coordination within SJCOG for resiliency and adaptation. Additional information on emergency evacuations in the event of a flood are published on the Fire Department’s website at
http://www.stocktonca.gov/government/departments/fire/emeFlood.html Ongoing.

Action SAF2.2CRequire new critical facilities, including hospitals, emergency operations centers, communications facilities, fire stations, and police stations, to be located, designed, and constructed to avoid or mitigate potential risks and ensure functional operation during flood events GP, SMC PW, Fire Staff currently reviews entitlement and permit applications for health and safety compliance. Staff will review emergency plans with coordination within SJCOG for resiliency and adaptation.

Ongoing.

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(i.e., avoid locating in the 100-year and 200-year floodplains), seismic and geological events, fires, and explosions.

Action SAF2.2DContinue to work with San Joaquin County, the County Office of Emergency Services, other cities in the region, and disaster agencies to coordinate disaster and emergency preparedness planning.

GP, EMP, CAP CD, Fire Staff will continue coordination. Ongoing.

POLICY
SAF-2.3
Protect the community from potential flood events.

Action SAF2.3ACoordinate with appropriate State, federal, and local flood control agencies to develop a flood protection plan for the levee systems protecting the city that:
■ Identifies the levees protecting the city and the entities responsible for the operation and maintenance of the levees;
■ Determines the flood levels in the waterways and the level of protection offered by the existing levees along the waterways; ■ Identifies a long-term plan to upgrade the system as necessary to provide at least a 100-year level of flood protection to the city, and 200-year level of flood protection, where feasible;
■ Encourages multi-purpose flood management projects that, where feasible, incorporate recreation, resource conservation, preservation of natural riparian habitat, and scenic values of the city's streams, creeks, and lakes; and
■ Includes provisions for updates to reflect future State or federally mandated levels of flood protection.

GP, EMP CD, Fire Staff will continue coordination. Ongoing.

Action SAF2.3BCollaborate with State and local flood management agencies and other interested parties to develop funding mechanisms to finance the local share of flood management responsibilities, and maintain cooperative working relationships with appropriate agencies to minimize flood hazards and improve safety.

GP, EMP, PFF CD, Fire Staff will continue coordination. Ongoing.

Action SAF2.3CRequire new public and private waterfront development to be oriented to waterways and provide setbacks and easements along levees and channels to provide space for levee widening, flood fighting, roadway and maintenance access, open space and trail amenities, and appropriate landscaping.

GP, SMC CD, Fire Staff will continue coordination. Reviewed as part of the entitlement and permit application process.

Ongoing.

Action SAF2.3DPrepare and maintain a map of evacuation routes for major flood events
GP, EMP PW, Fire Additional information on emergency evacuations in the event of a flood are published on the Fire Department’s website at
http://www.stocktonca.gov/government/departments/fire/emeFlood.html Completed and ongoing. The adopted Safety
Element was approved July, 2024, includes a map
with possible evacuation routes.
22 Recommendations
will be made if needed for revisions to the City’s
emergency plan.

POLICY
SAF-2.4
Minimize risks to the community from flooding through appropriate siting and protection of structures and occupants.

Action SAF2.4ARegulate new urban development in accordance with State requirements for 200-year level of flood protection and federal requirements for 100-year level of flood protection.

GP, SMC CD, PW Staff will continue coordination. These are currently reviewed as part of the entitlement and permit applications process.

Ongoing.

Action SAF2.4BInvestigate and implement when feasible mitigation measures that offer 200-year level of flood protection for existing urban development in flood-prone areas.

GP, SMC, EMP CD, PW Staff will continue coordination and can possibly investigate historical flood data for mapping and project coordination. These are currently reviewed as part of the entitlement and permit applications process.

Ongoing.

Action SAF2.4CPreserve floodways and floodplains for non-urban uses to maintain existing flood carrying capacities, except when mitigated in conformance with the City's floodplain management program.

GP, SMC PW Staff will continue coordination. These are currently reviewed as part of the entitlement and permit applications process.

Ongoing.
22 Safety Element https://cms3.revize.com/revize/stockton/Documents/Business/Planning%20&%20Engineering/Shape%20Stockton/Draft%20Safety%20Element%20December%202023.pdf

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Action SAF2.4DConsider the best available flood hazard information and mapping from regional, State, and federal agencies to inform land use and public facilities investment decisions
GP, SMC, EMP CD, PW Staff will continue coordination and can possibly investigate historical flood data for mapping and project coordination. These are currently reviewed as part of the entitlement and permit applications process.

Ongoing.

POLICY
SAF-2.5
Protect the community from health hazards and annoyance associated with excessive noise levels
Public Health
Action SAF2.5AProhibit new commercial, industrial, or other noise generating land uses adjacent to existing sensitive noise receptors such as residential uses, schools, health care facilities, libraries, and churches if noise levels are expected to exceed 70 dBA Community Noise Equivalent (CNEL) (decibels on A-weighted scale CNEL) when measured at the property line of the noise sensitive land use.

Public Health GP, SMC CD, CS Staff will continue to require noise studies for projects that may generate significant levels of noise and apply mitigation accordingly. Where mitigation cannot be placed, staff will make recommendations on a case-by-case basis and enforce the noise standards.

Ongoing.

Action SAF2.5BRequire projects that would locate noise sensitive land uses where the projected ambient noise level is greater than the "normally acceptable" noise level indicated on Table 5-1 to provide an acoustical analysis that shall:
■ Be the responsibility of the applicant;
■ Be prepared by a qualified person experienced in the fields of environmental noise assessment and architectural acoustics; ■ Include representative noise level measurements with sufficient sampling periods and locations to adequately describe local conditions;
■ Estimate existing and projected (20-year) noise levels in terms of Ldn/CNEL and compare the levels to the adopted noise policies and actions in this General Plan;
■ Recommend appropriate mitigation to achieve compatibility with the adopted noise policies and standards;
■ Where the noise source in question consists of intermittent single events, address the effects of maximum noise levels in sleeping rooms in terms of possible sleep disturbance;
■ Estimate noise exposure after the prescribed mitigation measures have been implemented;
■ If the project does not comply with the adopted standards and policies of this General Plan, provide acoustical information for a statement of overriding considerations for the project; and ■ Describe a post-project assessment program, which could be used to evaluate the effectiveness of the proposed mitigation measures.

Ongoing.

Action SAF2.5CRequire noise produced by commercial uses to not exceed 75 dB Ldn/CNEL at the nearest property line.

Ongoing.

Action SAF2.5DGrant exceptions to the noise standards for commercial and industrial uses only if a recorded noise easement is conveyed by the affected property owners.

Public Health GP, SMC CD, CS Staff will continue to require noise studies for projects that may generate significant levels of noise and apply mitigation accordingly.

Ongoing.

Action SAF2.5ERequire all new habitable structures to be set back from railroad tracks to protect residents from noise, vibration, and safety impacts Public Health GP, SMC CD, CS Staff will continue to require noise studies for projects that may generate significant levels of noise and apply mitigation accordingly.

Ongoing.

POLICY
SAF-2.6
Minimize the risk to city residents and property associated with the transport, distribution, use, and storage of hazardous materials.

Public Health
Action SAF2.6ARestrict transport of hazardous materials within the city to routes that have been designated for such transport.

Public Health EMP Fire Continue to review and enforce on a case-by-case basis. Ongoing.

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Action SAF2.6BWhen appropriate, require new development to prepare a hazardous materials inventory and/or prepare Phase I or Phase II hazardous materials studies, including any required cleanup measures.

Public Health GP, SMC CD, PW Staff will continue coordination. Reviewed as part of the entitlement and permit application process.

Ongoing.

Action SAF2.6CEducate the public regarding the types of household hazardous wastes and the proper methods of disposal
Public Health GP, SMC CD, PW Staff will continue coordination. Ongoing.

GOAL SAF3: CLEAN WATER: Sustain clean and adequate water supplies.

POLICY
SAF-3.1
Secure long-term renewable contracts and related agreements to ensure that surface water rights will be available to meet projected demand.

Action SAF3.1AActively participate in appropriate forums designed to discuss and solve regional water supply and quality issues.

GP, SMC CD, PW Staff will continue coordination. Ongoing.

POLICY
SAF-3.2
Protect the availability of clean potable water from groundwater sources.

Public health
Action SAF3.2AContinue to cooperate with San Joaquin County, Stockton East Water District, and CalWater to monitor groundwater withdrawals and ensure that they fall within the target yield for the drinking water aquifer.

GP, SMC CD, PW Staff will continue coordination. Ongoing.

Action SAF3.2BRequire new development to employ low impact development (LID) approaches, including:
■ Conserving natural areas and reducing imperviousness
■ Runoff storage
■ Hydro-modification (to mimic pre-development runoff volume and flow rate)
■ Reducing trash accumulation
■ Public education and outreach
GP, SMC, CSWRCB CD, MUD Staff will continue to implement as part of entitlement and permit review. Ongoing.

POLICY
SAF-3.3
Encourage use of recycled ("gray") water for landscaping irrigation to reduce demand on potable supplies.

Action SAF3.3ARequire new development to install non-potable water infrastructure for irrigation of large landscaped areas where feasible.

CRWQCBCVR-R5-
2007-0173
CD, MUD Staff will continue to implement as part of entitlement and permit review. Ongoing.

Action SAF3.3BInvestigate and implement Code amendments to allow installation of dual plumbing and/or rainwater capture systems to enable use of recycled water and/or captured rainwater generated on-site.

SMC,
CRWQCBCVR-R5-
2007-0173
CD, MUD Staff will continue to implement as part of entitlement and permit review. Ongoing.

POLICY
SAF-3.4
Ensure adequate collection, treatment, and safe disposal of wastewater.

Action SAF3.4ARequire all new urban development to be served by an adequate wastewater collection system to avoid possible contamination of groundwater from onsite wastewater disposal systems.

Public health SMC PW, MUD Staff will continue to implement as part of entitlement and permit review. Ongoing.

Action SAF3.4BConduct outreach and provide information to encourage homeowners with septic tanks to abandon existing septic tanks and hook up to the City wastewater collection system.

Public health SMC PW, MUD Staff will continue to implement as part of entitlement and permit review.

The city will explore existing and future outreach options.

Ongoing.

Action SAF3.4CContinue to discharge treated effluent to the Delta and reuse that water through the City’s California Water Code Section 1485 water right23.

GP, SMC CD, PW Staff will continue coordination. Ongoing. 23 California Water Boards- SWRCB-Statutory Water Rights Law https://www.waterboards.ca.gov/laws_regulations/docs/wrlaws.pdf

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GOAL SAF4: CLEAN AIR: Improve local Air quality.

POLICY
SAF-4.1
Reduce Air impacts from mobile and stationary sources of Air pollution.

Air quality,
public health
Action SAF4.1ARequire the construction and operation of new development to implement best practices that reduce Air pollutant emissions, including:
■ Use of low-emission and well-maintained construction equipment, with idling time limits.
■ Development and implementation of a dust control plan during construction.
■ Installation of electrical service connections at loading docks, where appropriate.
■ Installation of Energy Star-certified appliances.
■ Entering into Voluntary Emissions Reduction Agreements with the San Joaquin Valley Air Pollution Control District.

Air quality,
public health
GP, AQMP CD Staff will continue to implement as part of entitlement and permit review and approvals.

Ongoing.

Action SAF4.1BUse the results of the Health Risk Assessments required by the California Air Toxics "Hot Spots" Act to establish appropriate land use buffer zones around any new sources of toxic Air pollutants that pose substantial health risks.

Air quality,
public health
GP, AQMD CD, Air District Staff will continue coordination and can possibly investigate historical data for mapping and project coordination. These are currently reviewed as part of the entitlement and permit application process.

Ongoing.

Action SAF4.1CRequire the use of electric-powered construction and landscaping equipment as conditions of project approval when appropriate.

Air quality,
public health
GP, AQMD CD CAP and building requirements will continue to be integrated into entitlement and permit application process.

Ongoing.

Action SAF4.1DLimit heavy-duty off-road equipment idling time to meet the California Air Resources Board’s idling regulations for on-road trucks.

Air quality,
public health
GP, AQMD CD CAP and building requirements will continue to be integrated into entitlement and permit application process.

Ongoing.

POLICY
SAF-4.2
Encourage major employers to participate in a transportation demand management program (TDM) that reduces vehicle trips through approaches such as carpooling, vanpooling, shuttles, carsharing, bike sharing, end-of-trip facilities like showers and bicycle parking, subscription bus service, transit subsidies, preferential parking, and telecommuting.

Air quality,
public health
Action SAF4.2AProvide information and conduct marketing and outreach to major existing and new employers about the transportation demand management (TDM) program facilitated by the San Joaquin Council of Governments.

Air quality,
public health
GP, TDM CD, PW Staff will continue coordination. Ongoing.

POLICY
SAF-4.3
Coordinate with the San Joaquin Valley Air Pollution Control District and non-profit organizations to promote public awareness on Air quality issues and consistency in Air quality impacts analyses.

Air quality,
Action SAF4.3ADistribute educational materials from the San Joaquin Valley Air Pollution Control District on the City’s website and at its Permit Center.

Air quality, GP, Air District CD, PW Staff will continue coordination. Ongoing.

Action SAF4.3BCoordinate review of development project applications with the San Joaquin Valley Air Pollution Control District to ensure that Air quality impacts are consistently identified and mitigated during CEQA review.

Air quality, GP, AQMD CD CAP, AQMD, and building requirements will continue to be integrated into entitlement and permit applications process.

Ongoing.

GOAL CH-1: HEALTHY PEOPLE: Support the ability of the entire community to maintain healthy lifestyles.

POLICY CH1.1Maintain walking and wheeling facilities and parks that are safe and accessible in all areas of Stockton.

Public Health,
Air quality,
climate change.

Action CH1.1APlant and maintain appropriate shade trees along all City streets to reduce heat exposure, prioritizing areas of the city with significantly less tree canopy, and provide a buffer between the travel way and Public Health,
Air quality,
climate change.

GP CD CAP and building requirements will continue to be integrated into entitlement and permit application process.

Ongoing.

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bicycle and pedestrian facilities, and provide other amenities like wellmarked crosswalks, bulb-outs, and pedestrian-scale street lighting.

Action CH1.1BPrepare a parks master plan through an open and engaging process inclusive of community residents that assesses the quality and distribution of existing parks, facilities, and community centers throughout the city relative to the population served (i.e., within a set walking distance) and their needs (i.e., considering age, income, and abilities), and, based on this information, identifies and prioritizes new, renovation, and expansion park and community center projects and describes funding means and timelines.

Public Health, EJ GP CD, PW A draft has been made available to the public. Ongoing.

POLICY CH1.2Promote healthy retail food choices within and adjacent to residential areas
Public Health
Action CH1.2AAdapt, expand, and target existing small business development programs to provide training, promotion, and technical, financial, and business assistance to small neighborhood grocery and convenience stores that provide healthy food and accept Supplemental Nutrition Assistance Program (SNAP or CalFresh) and Supplemental Nutrition for Women, Infants and Children (WIC).

Public Health, EJ GP CD, PW, ED The City offers Stocked Full of Produce, a grant program for neighborhood grocery and convenience stores to encourage the sale of healthy food options. Incentive is listed on the website www.stocktonca.gov/produce.

Staff will continue coordination to market other business resources.

Ongoing.

Action CH1.2BPrepare a healthy food ordinance that creates incentives and guidelines that support access to healthy food, such as standards requiring that a percent of sales area in neighborhood food and beverage stores be devoted to healthy foods and/or requiring acceptance of CalFresh and WIC. As part of this ordinance, collect geographic data about current health conditions, and discourage unhealthy food establishments (e.g., mini markets and fast food restaurants) in neighborhoods with high rates of obesity and/or diabetes.

Public Health, EJ CD, PW Stockton’s first Urban Agricultural Ordinance for those who live within the city limits of Stockton was approved by the Stockton City Council on September 15, 2020. The ordinance makes it possible for Stockton residents to keep chickens (no roosters), ducks and/or bees, and allows for additional types of produce stands to sell locally grown fruits and vegetables. In 2021, ED allocated CDBG-CV Cares Act funds of $400,000 to the Urban Agriculture & Food Insecurity Program and $107,650 to the Urban Farmers & Cottage Food Grant Program.

Ongoing.

Action CH1.2CCollaborate with non-profit partners and San Joaquin County Public Health Services to attract full-service grocery stores in areas that lack access to fresh food and/or are at a high risk of obesity and diabetes.

Public Health, EJ GP CD, CM The City’s Stocked Full of Produce Grant Program addresses food insecurity through grant funding to help with infrastructure upgrades to retail stores, to promote sale and storage of healthier food options. Grants can be used for improvements, such as installing new refrigeration or shelving. Grant funds are available up to $10,000. Eligible properties must be retail outlets such as corner stores or convenience stores, located within the City of Stockton limits, and within one of the targeted areas according to the Stocked Full of Produce program map.
http://www.stocktongov.com/government/departments/econDev/eDevBus Ass.html
Ongoing.

Action CH1.2DPrioritize pedestrian and active transportation improvement projects in low-income/disadvantaged communities that connect residential areas to retail locations that sell healthy food.

Public Health,
Air quality,
climate change
GP CD Pedestrian requirements will continue to be integrated into entitlement and permit applications process. Staff will explore other options to integrate enhanced design into existing areas.

Ongoing.

POLICY CH1.3Encourage activities that support local agriculture, such as farmers’ markets, urban
farming and community gardening.

Public health
Action CH1.3AProvide public land, traffic control, cleanup, and other City services to farmers’ markets, including technical assistance to encourage markets to accept CalFresh and WIC.

Public health, EJ GP ED, CD Staff will explore possibility of coordinating with SJC Public Health and farmers markets.

Ongoing.

Action CH1.3BCreate an accessible inventory of publicly-owned and private vacant sites appropriate for community gardens or other forms of urban agriculture.

Public health GP ED, CD Staff will continue exploring the possibilities of this in 2022. Urban Ag ordinance adopted in 2020.

Ongoing.

Action CH1.3CAmend the Development Code to include standards for small-scale, urban local food operations
Public health GP, SMC CD, ED, PW Staff will explore overlay as part of 2025 development code overhaul. Ongoing. The draft Development Code is anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025.

ATTACHMENT A
658
23 Category POLICY/ACTION Action Topic1 Regulatory
Documents2
Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action CH1.3DAdopt and Implement an Urban Agriculture Incentive Zone (per AB 551) to allow privately-owned vacant property to be productively used for growing food.

Public health GP, SMC CD, ED, PW Urban Ag ordinance adopted in 2020. Completed.

Action CH1.3EPartner with nonprofits, local farmers and San Joaquin County Public Health Services to conduct public outreach and education to aid in the development of an urban agriculture ordinance.

Public health GP, Air District CD, PW Staff will continue coordination. Ongoing.

Action CH1.3FIdentify new potential locations for farmers’ markets in low-income and nutrient deficient neighborhoods, including opportunities to hold markets on publicly owned land.

Public health, EJ GP, SMC CD, ED The Stocked Full of Produce Grant Program assists businesses in nutrient deficient neighborhoods. Staff will continue exploring in 2022 to expand upon existing markets https://www.visitstockton.org/blog/farmers-marketsin-and-around-stockton/ and http://www.stocktonfarmersmarket.org/ Ongoing.

GOAL CH-2 RESTORED COMMUNITIES: Restore disadvantaged communities to help them become more vibrant and cohesive neighborhoods with high-quality affordable housing, a range of employment options, enhanced social and health services, and active public spaces.

POLICY CH2.1Prioritize maintenance of streets and improvement of sidewalks, parks, and other infrastructure in areas of the city that historically have been comparatively underserved by public facilities, including implementation of complete streets where needed, especially in conjunction with infrastructure maintenance and improvement projects.

Public health.,
EJ
Action CH2.1AWhen considering parks and infrastructure maintenance and improvement projects, consider the following through an open and engaging process inclusive of community residents:
■ Whether the affected community is underserved or disadvantaged. ■ What the priority needs of the community are and whether the project would address those needs.
■ Whether the project would negatively impact the community, such as through increased exposure to pollutants or displacement of residents or local businesses.

EJ GP, MFP PW, CD Staff will explore options. Ongoing.

Action CH2.1BProvide incentives for rehabilitation or redevelopment of distressed properties that takes into consideration strategies to avoid gentrification.

EJ GP, SMC CD, ED Staff will continue to monitor and provide information and incentives for residentials and business to rehabilitate buildings.

Ongoing. Displacement study is being conducted as
part of the Shape Stockton effort.

Action CH2.1CDevelop incentives to promote reuse of distressed areas, such as through re-zoning, permit streamlining, density bonuses, and other appropriate tools.

EJ GP, SMC CD, ED, PW Incremental Development Code amendments adopted in 2020 include local Density Bonuses of up to 100%, parking reductions for affordable and senior housing, and flexibility and incentives with development standards and housing typology. Further examination of strategies during the 2022-2023 code overhaul.

Ongoing.

Action CH2.1DConduct marketing to potential developers to encourage the redevelopment and conversion of distressed commercial strips into housing and mixed-use areas that includes strategies to avoid gentrification.

EJ GP, SMC CD, ED, PW The City is participating in SJCOG’s displacement study, which began in 2020, and anticipates utilizing LEAP funds to supplement the study with specific local strategies in 2024. The Citywide displacement study was finished in 2023 and is part of the Housing Action Plan (HAP).

Ongoing.

Action CH2.1EInvestigate and implement programs that will incentivize landlords to maintain properties free of Municipal Code violations and criminal activity
EJ GP, SMC CD, ED, CS Staff will explore overlay as part of 2024 amendments. Ongoing.

Action CH2.1FWork with transit agencies, non-profit organizations, and communities to maintain and improve transit service in underserved and disadvantaged neighborhoods to connect residents with jobs, shopping, and services.

EJ, Air quality,
climate change
GP, SMC CD, ED, PW In 2020, the California Strategic Growth Council approved an award of $10.8 million to Stockton through the Transformative Climate Communities (TCC) program, which funds community-led development and infrastructure projects that achieve major environmental, health and economic benefits in California’s most disadvantaged communities.

Ongoing.

POLICY CH2.2Stimulate investment through partnerships with private property owners, neighborhood groups, health and housing advocates, nongovernmental organizations, and other community supporters.

ATTACHMENT A
659
24 Category POLICY/ACTION Action Topic1 Regulatory
Documents2
Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action CH2.2AAggressively facilitate the conservation and rehabilitation of older neighborhoods through the following approaches:
■ Utilize all federal, State, and local programs for conservation and rehabilitation projects.
■ Prioritize older disadvantaged neighborhoods for investment using funds such as the Community Development Block Grants.
■ Encourage private investment in older neighborhoods.
■ Cooperate in joint public-private partnerships to invest in older neighborhoods.

EJ GP, HE ED, CD Coordination with business and property owners will continue and staff will maintain and improve underutilized and housing condition survey list. ED Staff will continue to actively participate in the South Stockton Promise Zone working group https://rsscoalition.org/.

In 2020, the California Strategic Growth Council approved an award of $10.8 million to Stockton through the Transformative Climate Communities (TCC) program, which funds community-led development and infrastructure projects that achieve major environmental, health and economic benefits in California’s most disadvantaged communities.

Ongoing.

Action CH2.2BEstablish Transit Oriented Development (TOD) Overlay Zones around the Robert J. Cabral ACE Train Station and the San Joaquin Street Amtrak Station to promote high density residential, including affordable and mixed income housing, and other TOD.

Downtown,
public health,
Air quality,
climate change
GP, SMC CD, ED, PW Staff will explore overlay as part of 2025 development code overhaul. Ongoing. The draft Development Code is anticipated to go before the Stockton City Council for
consideration in Summer/Fall 2025.

Action CH2.2CEvaluate and implement adjustments to the Public Facilities Fee structure to promote development in the Downtown.

Downtown GP, PFF CD, ED PFF to be updated in 2025. The city currently operates a PFF reduction program for DTA areas.
http://www.stocktongov.com/government/departments/econDev/eDevBu sPffep.html
2025 and ongoing
Action CH2.2DCollaborate with non-profit partners and San Joaquin Public Health Services to attract medical clinics, mental health facilities, and pharmacies in areas that lack access to health care.

Public health, EJ GP ED Ongoing project meetings held with Community Medical Centers and STAND, agencies committed to develop services to areas in need; continue coordination.

Ongoing.

POLICY CH2.3Focus on reducing the unique and compounded environmental impacts and risks in disadvantaged communities.

Public health, EJ
Action CH2.3ABuild strong ties with disadvantaged communities to ensure that local residents can make significant contributions to planning decisions through the following:
■ Use culturally appropriate approaches.
■ Consider the convenience of the timing and locations of meetings to community members.
■ Use social media and other communication techniques for those without time to attend public meetings.
■ Provide translation services and translated materials when needed. ■ Partner with non-profit organizations who are already active within the community.

EJ GP CD, CM, CD Concurrent with ongoing code overhaul effort, the city will seek to establish strong and robust working groups with various aspects of the community.

Especially Disadvantaged communities and stakeholders.

Ongoing.

Action CH2.3BExpand efforts to repair and rehabilitate substandard housing in disadvantaged communities, taking into consideration strategies to avoid gentrification.

GP, Fire/Bld Code CD, CS, ED-H Utilizing CDBG funds, ED staff administers the Emergency Repair Program and the Single-Family Housing Repair Loan Program to assist low-income home owners with housing rehabilitation.

Ongoing.

Action CH2.3CRequire applicants for residential remodel and rehabilitation projects to remediate structural health hazards, such as lead-based paint, mold, mildew, and asbestos.

Public health, EJ GP, Fire/Bld Code CD, CS, ED-H CDBG rehabilitation funds are subject to Federal environmental standards, requiring mitigation or removal of environmental contaminants to render them harmless.

Ongoing.

Action CH2.3DFocus enforcement of public health-related codes in disadvantaged communities, including on properties that are managed by homeowners’ associations.

Public health, EJ GP, SMC CD, PD, CS Staff will establish contact with HOAs and community groups to discuss amendment options.

Ongoing.

Action CH2.3EWork with wastewater, water, and stormwater utilities to seek funding to complete sewer, water, and stormwater systems in areas within the SOI where parcels still rely on septic systems, wells, and roadside ditches.

Public health, EJ GC, CIP PW, MUD, CD Entitlement, permits, and CIP reviews currently include service reviews for these areas.

Ongoing.

GOAL CH-3: SKILLED WORKFORCE: Expand opportunities for local enterprise, entrepreneurship, and gainful employment.

POLICY CH3.1Promote entrepreneurial development and small business expansion.

ATTACHMENT A
660
25 Category POLICY/ACTION Action Topic1 Regulatory
Documents2
Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action CH3.1ACoordinate with the Small Business Development Centers and other agencies to provide well-tailored services and resources for small and minority-owned businesses.

GP ED Staff will continue coordination with partnering organizations. Ongoing.

Action CH3.1BProvide training, promotion, and technical, financial, and business assistance to small and minority-owned businesses.

EJ GP ED The Entrepreneurship Grant Program administered by ED provides funding for organizations that serve as business service providers and aid small businesses.

Ongoing.

POLICY CH3.2Encourage neighborhood-serving commercial uses in areas where frequently needed goods and services are not widely available, especially for those areas with no availability within a 2-mile radius.

Public health,
EJ, Air quality,
climate change
Action CH3.2AWork with property owners to develop corridor-specific strategies for attracting and retaining businesses that will provide synergistic opportunities and improve the availability of goods and services adjacent to residential areas.

Public health,
EJ, Air quality,
climate change
GP ED Staff will continue coordination. Ongoing.

Action CH3.2BConsider options and develop an ordinance to restrict mini markets, gas stations, fast food restaurants, check cashing establishments, and tobacco stores in areas with high existing concentrations of similar establishments, and continue to restrict over-concentrations of liquor stores through the City’s Alcohol Ordinance. To inform the development of this ordinance, create a map that identifies the locations of current establishments of these types, and regularly maintain it so that it continues to aid in decision-making about such uses.

Air quality, EJ GP, SMC CD Staff can explore this as part of a city municipal code amendment. Ongoing.

Action CH3.2CWork with regulators, service providers, and employers to ensure the provision of safe, affordable, and high-quality childcare services.

Air quality, EJ GP, CAP CD, ED Staff to highlight requirements for entitlements and permit inclusion and possible incentives to encourage more services.

Ongoing.

Action CH3.2DWork with the California Department of Alcoholic Beverage Control to avoid over concentration of liquor stores.

EJ GP CD, PD Staff will continue to review license applications on a case-by-case basis and include possible proximity standards in the zoning code to avoid over concentration.

Ongoing.

POLICY CH3.3Ensure that Stockton youth and adults have access to the services and resources they need to enhance and renew their vocational and professional skills for job readiness and retention.

Action CH3.3ACollaborate with educational institutions, the San Joaquin County Economic Development Association, and workforce training agencies on programs that educate and train youth for the labor force.

GP ED Efforts underway on the establishment of an apprenticeship program thru SJC; ED staff will continue coordination and follow up.

Ongoing.

Action CH3.3BContinue to work with the San Joaquin County Workforce Investment Board (WIB), the San Joaquin County Economic Development Association (EDA), and similar organizations to develop the workforce GP ED ED Staff will continue coordination, attendance at Board meetings, and participation in local and regional workforce development consortiums.

Ongoing.

Action CH3.3CContinue to work with community-based organizations that employ local Stockton youth to perform energy efficiency, alternative energy, and water conservation assessments and installations in local homes and businesses.

Climate change GP ED Staff will continue coordination. Ongoing.

POLICY CH3.4Foster innovation through access to quality community education and library services
Action CH3.4AWork with school districts to prioritize the expansion or renovation of existing schools in infill areas and evaluate various approaches to infill area school expansions, such as smaller school sizes (e.g., lower capacity campuses spread through an area) or smaller campus land areas (e.g., multi-story facilities).

Air quality,
climate change
GP CM Staff will continue coordination with the school districts and Charter schools to review expansion and renovation projects as well as locate and identify locations for new school sites.

Ongoing.

Action CH3.4BPromote the use of City parks and community centers for childcare, youth, and family programs, including programs for after school, holiday, and vacation time periods.

Public health GP CS Staff will continue coordination. Ongoing.

ATTACHMENT A
661
26 Category POLICY/ACTION Action Topic1 Regulatory
Documents2
Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Action CH3.4CContinue to promote the development of a new University of California, California State University, or private college or university campus within the city through outreach, marketing, and cooperation with other agencies and organizations.

GP CM Staff will continue coordination. Ongoing.

GOAL CH-4: AFFORDABLE HOUSING: Ensure that all residents have a safe, highquality, and stable place to call home.

POLICY CH4.1Attract and encourage residential development that offers a range of housing options to meet the needs and income constraints of all Stockton residents.

Action CH4.1AMaintain a ratio of 30 percent multi-family residential uses or higher in the citywide housing stock.

Air quality,
climate change
GP, HE CD, Housing, BLD Staff will continue to monitor annually and adjust accordingly. Ongoing and will include as part of the Housing Element update.

Action CH4.1BConduct a study to explore the feasibility of inclusionary housing requirements, in-lieu fee levels, density bonus, modified fee structures, and/or tax incentives to promote the inclusion of a meaningful percentage of affordable units within market rate housing projects, and implement the feasible approaches identified in the study.

GP, HE CD, ED, H Initial study prepared in 2021. Staff explored as part of the Housing Action Plans.

Ongoing.

Action CH4.1CExplore the feasibility of developing an ordinance to allow “tiny homes” and container homes to serve as permanent housing.

Climate change GP, CAP, SMC CD . Initial study prepared in 2021. Staff shall consider amendments to the development standards and building code requirements.

Ongoing.

Action CH4.1DStudy and implement adjustments to the Public Facilities Fee structure, parking requirements, and other development standards to facilitate the development of secondary residential units and other smaller dwelling units that can serve as relatively affordable housing.

Air quality,
climate change
GP CD, ED PFF study to be completed in 2025. 2025 and ongoing Action CH4.1EEnsure that affordable housing projects and project components meet health and safety requirements that are consistent with market rate housing during project application review and Ongoing. Code enforcement.

Public health, EJ CD, CD, H This will continue to be reviewed on an annual basis for reporting. Ongoing.

Action CH4.1FProvide assistance to developers seeking to build affordable housing in Stockton with preparing applications for regional, State, and/or federal funding assistance programs.

GP, , SMC,
Housing Fund
ED, H The annual NOFA provides funding for affordable housing developers in Stockton. The City currently provides information on incentives via the website at www.stocktonca.gov/housing. The City also assists affordable housing developers applying for regional, State, and/or federal funding.

Ongoing.

POLICY CH4.2Support homeless members of the Stockton community with programs to improve quality of life.

EJ
Action CH4.2ACoordinate with local and regional agencies and community organizations to address the needs of homeless people, including shelter, food, clothing, health care, mental health, and transportation.

Public health, EJ GP H The City will continue its participation in the San Joaquin County Continuum of Care (SJCoC). The SJCoC, in partnership with the City of Stockton and the County of San Joaquin, developed the San Joaquin Community Response to Homelessness (“2020 San Joaquin County Strategic Plan”). The City Council adopted the Strategic Plan on July 14, 2020 and City staff continue to implement the goals and objectives.

Ongoing.

Action CH4.2BProvide information about shelter and food assistance programs via the range of the City's communication tools.

Public health GP H Continue coordination. Ongoing.

Action CH4.2CSupport programs to provide rental and homeownership assistance to low-income people and families through outreach and other assistance.

Public health, EJ GP H Owner-occupied rehab programs offer funding opportunities for low-income property owners and is shared on the City’s website at
www.stocktonca.gov/housing.

Ongoing.

Action CH4.2DSupport programs to reduce homelessness through education, job training, and substance abuse counseling and rehabilitation through outreach and other assistance
Public health, EJ GP H The 2020-2021 Annual Action Plan was amended to outline a number of projects and initiatives to reduce homelessness with $7M in Cares Act ESG funding, including $500,000 for Supplies, Equipment & Transportation; $2M for Homeless Encampment/Street Outreach; $1.5M for Expanded Shelter Ongoing.

ATTACHMENT A
662
27 Category POLICY/ACTION Action Topic1 Regulatory
Documents2
Action Lead 3 Possible Tools/Steps/Funding STATUS Estimated Time of Completion Orange: (ED); Blue: (PW, Parks, MUD)
Homeless Services & Staffing; and $2.345M for a NOFA for rapid rehousing and homeless prevention assistance.

GOAL CH-5: SUSTAINABILITY LEADERSHIP: Exhibit leadership in sustainability for the Central Valley and beyond.

POLICY CH5.1Accommodate a changing climate through adaptation, mitigation, and resiliency planning and projects.

Climate change
Action CH5.1AUpon the next revision of the City’s Local Hazard Mitigation Plan, conduct a comprehensive climate change vulnerability assessment to inform the development of adaptation and resilience policies and strategies, and incorporate them into the Safety Element, in accordance with SB 379.

Climate change GP, HMP CD, PD, Fire Staff will coordinate with service provides and effected departments (i.e. firs, police) to assess current plan and resources. No action to updated plan scheduled for 2024 unless directed by Council.

Ongoing.

Action CH5.1BMaintain and implement the City of Stockton Climate Action Plan (CAP) and update the CAP to include the following:
■ Updated communitywide GHG emissions inventory;
■ 2030 GHG emissions reduction target, consistent with SB 32; ■ Estimated 2030 GHG emissions reduction benefits of State programs;
■ Summary of the City’s progress toward the 2020 local GHG emissions reduction target;
■ New and/or revised GHG reduction strategies that, when quantified, achieve the 2030 reduction target and continue emission reductions beyond 2030; and
■ New or updated implementation plan for the CAP.

Climate change GP, CAP CMO The CAP update began in 2024. CAP update started in 2024.

Action CH5.1CAccommodate a changing climate through adaptation and resiliency planning and projects.

Climate change GP, CAP, HMP CD, PW, Fire Staff will continue to work with SJCOG to monitor and incorporate CAP policies on adaption and resiliency and correspond to the city’s emergency and Hazard Mitigation Planning.

Ongoing.

POLICY CH5.2Expand opportunities for recycling, re-use of materials, and waste reduction.

Climate change
Action CH5.2AUse recycled materials and products for City projects and operations where economically feasible, and work with recycling contractors to encourage businesses to use recycled products in their manufacturing processes and encourage consumers to purchase recycled products Climate change GP PW Continue to provide information on the city’s website http://www.stocktongov.com/government/departments/publicWorks/garb. html
Ongoing.

Action CH5.2BContinue to require recycling in private and public operations, including construction/demolition debris.

Climate change GP PW, CD Continue to review refuse and recycling needs for new projects and permits.

When applicable, require installation and enough onsite services.

Ongoing.

Action CH5.2CExpand educational and outreach efforts to promote recycling by occupants of multi-family housing, businesses, and schools.

Climate change GP PW, CD Continue to utilize information of the city’s website to educate recycling efforts and standards.

Ongoing.

ATTACHMENT A
663
Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
v_11_18_24
Please Start Here
General Information
2024
Stockton
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Click here to add rows to a table. If you add too many rows, you may select a cell in the row you wish to remove and type ctrl + d.
345 N. El Dorado Street
Stockton
95202
Anson
Lihosit
Senior Planner
[email protected]
2099378316
Mailing Address
Annual Progress Report January 2020

ATTACHMENT B
664
Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information. The other file will be list of the problematic cells, along with a description of the nature of the error.

Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing. Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.

Optional: This macro identifies dates entered that occurred outside of the reporting year. RHNA credit is only given for building permits issued during the reporting year.

Link to the online system: https://hcd.my.site.com/hcdconnect Toggles formatting that turns cells green/yellow/red based on data validation rules.

Submittal Instructions
Please save your file as Jurisdictionname2024 (no spaces). Example: the city of San Luis Obispo would save their file as SanLuisObispo2024 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:

1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].

2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at [email protected]. Please send the Excel workbook, not a scanned or PDF copy of the tables.

ATTACHMENT B
665
Jurisdiction Stockton
Reporting Year 2024
Housing Element Planning Period 6th Cycle
Current Year
Deed Restricted 51
Non-Deed
Restricted 202
Deed Restricted 0
Non-Deed
Restricted 31
Deed Restricted 0
Non-Deed
Restricted 16
537
837
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 527 527 256
2 to 4 units per structure 5 5 3
5+ units per structure 253 253 0
Accessory Dwelling Unit 52 52 10
Mobile/Manufactured Home 0 0 0
Total 837 837 269
Infill Housing Developments and Infill Units Permitted # of Projects Units 2 51
0 0
20 2,278
542
0 0
0 (Jan. 1 - Dec. 31)
12/31/2023 - 12/31/2031
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
Data is auto-populated based on data entered in Tables A, A2, C, and D Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level

ATTACHMENT B
666
Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SB 423 (2023) 0 0
Ministerial and Discretionary Applications # of Applications Units Ministerial 10 394
Discretionary 10 1884
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 33 0
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 423 Streamlining Permits

ATTACHMENT B
667
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type Notes
2 3 4 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total PROPOSED
Units by Project
Total

APPROVED
Units by project
Total

DISAPPROVED
Units by Project
Please select state
streamlining
provision/s the
application was
submitted
pursuant to.

Did the housing
development
application seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were incentives
or concessions
requested
pursuant to
Government
Code section
65915
approved?
Please indicate
the status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 120 0 0 0 0 0 2158 2278 542 0 12002015
2750 E EIGHT

MILE RD,

STOCKTON, CA
95210
Tentative Map Extension P24-0010 SFD O 1/16/2024
418 418 418 0 NONE No No Approved Discretionary
Tra Vigne East Tenative Map (P16-0052) second request for time extension of vesting tentative map. 13906034
611 N HUNTER ST,

STOCKTON, CA
95202
Hunter House P24-0058 5+ R 4/3/2024
120 120 120 0 NONE No No Approved Ministerial
New 120-unit affordable housing project. Staff contacted the project applicant via phone call and email. Vernell Hill, CEO of Service First stated that the project would be deed restricted and for residents at or below 50% of the Area Median Income. (01-30-2025) 11321308
640 TUXEDO N

AV, STOCKTON,
CA 95204
Construction of SFD P24-0063 SFD O 4/11/2024
1 1 0 0 NONE No No Pending Ministerial
Construction of new single family dwelling and demolition of existing residence on site. 16302043
2440 W CHARTER

WY, STOCKTON,
CA 95206
Tentative Parcel Map P24-0087 SFD O 5/14/2024
2 2 0 0 NONE No No Withdrawn Discretionary
Proposal to split vacant parcel into two. (Expired Permit) 13922201
542 N AMERICAN

ST, STOCKTON,
CA 95202
Duplex P24-0096 2 to 4 R 5/21/2024
2 2 2 0 NONE No No Approved Ministerial
Construction of new duplex.
15117007
225 N SIERRA

NEVADA ST,

STOCKTON, CA
95205
Triplex P24-0128 2 to 4 R 7/11/2024
3 3 0 0 NONE No No Pending Ministerial
Construction of new triplex.
15117008
1345 CHANNEL

ST, STOCKTON,
CA 95205
Fourplex P24-0129 2 to 4 R 7/11/2024
4 4 0 0 NONE No No Pending Ministerial
Construction of new fourplex.
13718034
722 N

COMMERCE ST,

STOCKTON, CA
95202
Triplex P24-0138 2 to 4 R 7/19/2024
3 3 0 0 NONE No No Pending Ministerial
Construction of new triplex.
13929002
612 E MINER AV,

STOCKTON, CA
95202
Redevelopment into
Mixed Use P24-0145 5+ R 8/7/2024
14 14 0 0 NONE No No Pending Discretionary
Proposal to redevelop an existing commercial building with new construction on adjacent vacant lot (two parcels) into a mixed use development consisting of a total of seven (7) ground floor commercial suites and 14 residential units on three (3) floors. 11529004
4101 ALVARADO

AV, STOCKTON,
CA 95204
Tentative Parcel Map P24-0159 SFD O 8/20/2024
2 2 2 0 NONE No No Approved Ministerial
Proposal to split vacant parcel into two.
08404005
10789 N LOWER

SACRAMENTO

RD, STOCKTON,
CA 95209
Tentative Map Extension P24-0180 SFD O 9/11/2024
42 42 0 0 NONE No No Pending Discretionary
Elderberry Senior Residential project (P18-0146) third requested Tentative Map Time Extension. 16382021
1654 BELLA VISTA

DR, STOCKTON,
CA 95206
Moss Garden West P24-0192 SFD O 9/25/2024
24 24 0 0 NONE No No Pending Ministerial
Proposing 24 single-family residences to be constructed at River Breeze Moss Garden (Moss Garden West). 17303001
2501 LEARNED
AV, #SIGN,

STOCKTON, CA
95205
Annexation, Rezone,
Vesting Tentative Map,
and Planned
Development
P24-0215 SFD O 10/28/2024
171 171 0 0 NONE No No Pending Discretionary
Proposed subdivision of a 35 acre site into 171 residential lots with common lots. 13339012
1825 FIELD AV,

STOCKTON, CA
95203
Tentative Vesting Map P24-0219 SFD O 10/31/2024
171 171 0 0 NONE No No Pending Discretionary
Proposing to split the property into two (2) parcels, separating the existing homes. 08032006
8601 THORNTON

RD, STOCKTON,
CA 95209
Tentative Map Extension P24-0234 SFD O 11/19/2024
67 67 0 0 NONE No No Pending Discretionary
Davis Crossing (P21-1171) first request for time extension of tentative map. 07061001
1324 HEAVENLY

CI, STOCKTON,
CA 95209
Elkhorn Country Club
Estates P24-0235 SFD O 11/21/2024
31 31 0 0 NONE No No Pending Ministerial
31 residential lots for Elkhorn Country Club Estates.
12002002
10808 WEST LN,

STOCKTON, CA
95210
Tentative Map Extension P24-0260 SFD O 12/23/2024
995 995 0 0 NONE No No Pending Discretionary
Tra Vigne West (P16-0052) third request for time extension of vesting tentative map. 15708225 651 S GOLDEN

GATE AV,

STOCKTON, CA
95205
Tentative Parcel Map P24-0261 SFD O 12/23/2024
2 2 0 0 NONE No No Pending Discretionary
Proposing to split a vacant 0.29-acre parcel in to two residential lots with reduced widths. 16520213 2303 S

MADISON ST,

STOCKTON, CA
95206
Tentative Parcel Map
and Administrative
Exception
P24-0262 SFD O 12/23/2024
2 2 0 0 NONE No No Pending Discretionary
Proposing to split a developed ±0.90-acre residential parcel into two lots. 11314013 3511 ATCHLEY
WY,

STOCKTON, CA
95211
Southwest Hall Student
Housing structure P24-0264 5+ R 12/24/2024
204 204 0 0 NONE No No Pending Ministerial
Proposed Southwest Hall Student Housing three-story structure and contain a total of 204 units consisting of 18 single-occupancy units and 186 double-occupancy units.

The structure is replacing the recently approved for demolition Southwest Hall.

Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted

ATTACHMENT B
668
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Table A2
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date Approved # of Units issued
Entitlements
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building Permits
Date Issued
# of Units Issued
Building Permits
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
How many of
the units were
Extremely Low
Income?
Please select the
state streamlining
provision the
project was

APPROVED
pursuant to. (may
select multiple)
Infill Units?
Y/N+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
were affordable
(see instructions)
Term of Affordability or
Deed Restriction (years)
(if affordable in perpetuity
enter 1000)+
Number of
Demolished/Destroyed
Units
Demolished or
Destroyed Units
Demolished/De
stroyed Units
Owner or
Renter
Total Density Bonus Applied
to the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 51 202 0 31 0 16 537 837 51 202 0 31 0 16 537 837 0 0 0 4 0 5 260 269 202 0 15525032
2137 E CHURCH

ST, STOCKTON,
CA 95205
BP23-04478 SFD O 1 1/11/2024
1 1 1/11/2024 1 0
17953030
3150

VERMILLION DR,

STOCKTON, CA
95206
BP23-06930 SFD O 1 1/18/2024
1 1 1/18/2024 1 1 10/25/2024 1
The form of readiness was calculated by the completed building permits final list from 2024.
09058013
8007 LORRAINE

AV, STOCKTON,
CA 95210
BP23-07982 SFD O 1 1/22/2024
1 1 1/22/2024 1 0
15527007
423 COURT ST,

STOCKTON, CA
95205
BP22-08762 SFD O 1 2/16/2024
1 1 2/16/2024 1 0
07723052
2025 W LINCOLN

RD, STOCKTON,
CA 95207
BP22-00093 SFD O 1 6/7/2024
1 1 6/7/2024 1 0
14531051
721 GARFIELD
ST, #A,

STOCKTON, CA
95203
BP23-04450 SFD O 1 7/2/2024
1 1 7/2/2024 1 0
13710211
615 W MAGNOLIA

ST, STOCKTON,
CA 95203
BP24-00208 SFD O 2 8/22/2024
2 2 8/22/2024 2 0
Construction of Single Family dwelling with attached ADU over garage. (BP24-00208)
14709116
1028 S VAN

BUREN ST,

STOCKTON, CA
95206
BP24-02542 SFD O 1 8/26/2024
1 1 8/26/2024 1 0
16523017
120 W NINTH ST,

STOCKTON, CA
95206
BP22-08728 SFD O 1 9/5/2024
1 1 9/5/2024 1 0
15713036
1072 BURKETT

AV, STOCKTON,
CA 95205
BP24-01712 SFD O 1 10/15/2024
1 1 10/15/2024 1 0
08046006
9421 CARTER

CT, STOCKTON,
CA 95209
BP24-02559 SFD O 1 10/24/2024
1 1 10/24/2024 1 1 1/30/2024 1
14343057
2572 E LINDSAY

ST, STOCKTON,
CA 95205
BP24-04632 SFD O 1 11/8/2024
1 1 11/8/2024 1 0
15126031
448 S UNION ST,

STOCKTON, CA
95205
BP22-07669 SFD O 1 11/13/2024
1 1 11/13/2024 1 0
16908028
2244 S UNION

ST, STOCKTON,
CA 95206
BP23-07016 SFD O 1 11/22/2024
1 1 11/22/2024 1 0
15320521
348 S E ST,

STOCKTON, CA
95205
BP23-06056 SFD O 1 11/25/2024
1 1 11/25/2024 1 0
17719013
3204 ANNE ST,

STOCKTON, CA
95206
BP24-05334 SFD O 1 11/25/2024
1 1 11/25/2024 1 0
13304311
2805 RAYMOND

AV, STOCKTON,
CA 95203
BP24-05335 SFD O 1 11/25/2024
1 1
11/25/2024
1 0
06653001 6692 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09113 SFD O 1 1/5/2024
1 1
1/5/2024
1 1 8/19/2024 1
06653002 6696 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09114 SFD O 1 1/5/2024
1 1
1/5/2024
1 1 8/21/2024 1
06653033 6689 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09115 SFD O 1 1/5/2024
1 1
1/5/2024
1 1 8/19/2024 1
06653034 6693 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09116 SFD O 1 1/5/2024
1 1
1/5/2024
1 1 9/4/2024 1
06656006 10705 BULLOCK

CT, STOCKTON,
CA 95219
BP23-09164 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 9/23/2024 1
06656007 10704 BULLOCK

CT, STOCKTON,
CA 95219
BP23-09165 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 9/26/2024 1
06656045 6721 FATHOM

RD, STOCKTON,
CA 95219
BP23-09166 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 10/15/2024 1
06656046 6725 FATHOM

RD, STOCKTON,
CA 95219
BP23-09167 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 9/12/2024 1
06657014 10371 TOWER

HILL DR,

STOCKTON, CA
95219
BP23-09305 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 7/30/2024 1
06657013 10375 TOWER

HILL DR,

STOCKTON, CA
95219
BP23-09306 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 7/29/2024 1
06657008 10372 TOWER

HILL DR,

STOCKTON, CA
95219
BP23-09307 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 7/24/2024 1
06657007 10368 TOWER

HILL DR,

STOCKTON, CA
95219
BP23-09308 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 7/30/2024 1
06659001 6644 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09544 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 8/20/2024 1
06660035 10358 BALDY

DR, STOCKTON,
CA 95219
BP23-09545 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 8/29/2024 1
06660044 10357 BALDY

DR, STOCKTON,
CA 95219
BP23-09546 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 9/12/2024 1
06659027 6645 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09547 SFD O 1 1/11/2024
1 1
1/11/2024
1 1 8/20/2024 1
06654034 6705 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09127 SFD O 1 1/18/2024
1 1
1/18/2024
1 1 9/12/2024 1
06654033 6701 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09128 SFD O 1 1/18/2024
1 1
1/18/2024
1 1 9/11/2024 1
06653035 6697 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09129 SFD O 1 1/18/2024
1 1
1/18/2024
1 1 9/18/2024 1
06654002 6704 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09130 SFD O 1 1/18/2024
1 1
1/18/2024
1 1 12/9/2024 1
06654001 6700 KAWEAH

LN, STOCKTON,
CA 95219
BP23-09131 SFD O 1 1/18/2024
1 1
1/18/2024
1 1 9/12/2024 1
06648002 7125 ALBUS DR,

STOCKTON, CA
95219
BP23-08724 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 9/19/2024 1
06648003 7131 ALBUS DR,

STOCKTON, CA
95219
BP23-08725 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 9/12/2024 1
06648044 10112 TILIA DR,

STOCKTON, CA
95219
BP23-08885 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 10/9/2024 1
06648045 10118 TILIA DR,

STOCKTON, CA
95219
BP23-08886 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 10/1/2024 1
06648042 10100 TILIA DR,

STOCKTON, CA
95219
BP23-08887 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 11/7/2024 1
06648043 10106 TILIA DR,

STOCKTON, CA
95219
BP23-08888 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 12/17/2024 1
06648041 10101 SPINDLE

DR, STOCKTON,
CA 95219
BP23-08889 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 12/17/2024 1
06648032 10100 SPINDLE

DR, STOCKTON,
CA 95219
BP23-08890 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 10/10/2024 1
06648033 10106 SPINDLE

DR, STOCKTON,
CA 95219
BP23-08891 SFD O 1 1/23/2024
1 1
1/23/2024
1 1 10/15/2024 1
12222027 10519 MARLEY

CT, STOCKTON,
CA 95212
BP23-09011 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 6/10/2024 1
12222031 10556 MARLEY

CT, STOCKTON,
CA 95212
BP23-09017 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 5/30/2024 1
12222021 10437 MARLEY

CT, STOCKTON,
CA 95212
BP23-09019 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/3/2024 1
12222032 10544 MARLEY

CT, STOCKTON,
CA 95212
BP23-09020 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 5/30/2024 1
12222029 10543 MARLEY

CT, STOCKTON,
CA 95212
BP23-09022 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 6/5/2024 1
12222026 10497 MARLEY

CT, STOCKTON,
CA 95212
BP23-09024 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 6/13/2024 1
12222030 10555 MARLEY

CT, STOCKTON,
CA 95212
BP23-09028 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 5/30/2024 1
12222028 10531 MARLEY

CT, STOCKTON,
CA 95212
BP23-09030 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 6/6/2024 1
12222024 10473 MARLEY

CT, STOCKTON,
CA 95212
BP23-09031 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 6/13/2024 1
12222022 10449 MARLEY

CT, STOCKTON,
CA 95212
BP23-09033 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/8/2024 1
12222016 10484

ROBINSON LN,

STOCKTON, CA
BP23-09646 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/6/2024 1
12222015 10496

ROBINSON LN,

STOCKTON, CA
BP23-09647 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/6/2024 1
12222017 10472

ROBINSON LN,

STOCKTON, CA
BP23-09648 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/5/2024 1
12222018 10460

ROBINSON LN,

STOCKTON, CA
BP23-09649 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/10/2024 1
12222019 10448

ROBINSON LN,

STOCKTON, CA
BP23-09650 SFD O 1 1/24/2024
1 1
1/24/2024
1 0
12222020 10436

ROBINSON LN,

STOCKTON, CA
BP23-09651 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/10/2024 1
12222045 10483

ROBINSON LN,

STOCKTON, CA
BP23-09653 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/23/2024 1
12222046 10471

ROBINSON LN,

STOCKTON, CA
BP23-09654 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/22/2024 1
12222047 10459

ROBINSON LN,

STOCKTON, CA
BP23-09655 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/23/2024 1
12222049 10435

ROBINSON LN,

STOCKTON, CA
BP23-09657 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/18/2024 1
12222050 10423

ROBINSON LN,

STOCKTON, CA
BP23-09658 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 7/18/2024 1
06657009 10376 TOWER

HILL DR,

STOCKTON, CA
95219
BP24-00011 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/7/2024 1
06657010 10380 TOWER

HILL DR,

STOCKTON, CA
95219
BP24-00012 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/7/2024 1
06657011 10385 TOWER

HILL DR,

STOCKTON, CA
95219
BP24-00013 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/8/2024 1
06657012 10379 TOWER

HILL DR,

STOCKTON, CA
95219
BP24-00015 SFD O 1 1/24/2024
1 1
1/24/2024
1 1 8/8/2024 1
12222048 10447

ROBINSON LN,

STOCKTON, CA
BP23-09656 SFD O 1 1/25/2024
1 1
1/25/2024
1 1 7/18/2024 1
12222025 10485 MARLEY

CT, STOCKTON,
CA 95212
BP23-09026 SFD O 1 1/25/2024
1 1
1/25/2024
1 1 6/13/2024 1
06648005 7143 ALBUS DR,

STOCKTON, CA
95219
BP23-08427 SFD O 1 1/29/2024
1 1
1/29/2024
1 1 8/20/2024 1
06648051 7142 ALBUS DR,

STOCKTON, CA
95219
BP23-08431 SFD O 1 1/29/2024
1 1
1/29/2024
1 1 8/29/2024 1
06648004 7137 ALBUS DR,

STOCKTON, CA
95219
BP23-08432 SFD O 1 1/29/2024
1 1
1/29/2024
1 1 9/3/2024 1
06648006 7149 ALBUS DR,

STOCKTON, CA
95219
BP23-08428 SFD O 1 2/5/2024
1 1
2/5/2024
1 1 8/8/2024 1
06651040 6837 SAINT

ELIAS WY,

STOCKTON, CA
95219
BP23-09556 SFD O 1 2/6/2024
1 1
2/6/2024
1 1 9/24/2024 1
06651014 10049 LUCIANA

DR, STOCKTON,
CA 95219
BP23-09557 SFD O 1 2/6/2024
1 1
2/6/2024
1 1 9/25/2024 1
06651013 10055 LUCIANA

DR, STOCKTON,
CA 95219
BP23-09560 SFD O 1 2/6/2024
1 1
2/6/2024
1 1 9/26/2024 1
06651012 10061 LUCIANA

DR, STOCKTON,
CA 95219
BP23-09562 SFD O 1 2/6/2024
1 1
2/6/2024
1 1 10/9/2024 1
Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units

ATTACHMENT B
669
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
06651037 6836 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP23-09565 SFDO1 2/6/2024
1 1
2/6/2024
11 10/10/20241
06651017 10031 LUCIANA

DR, STOCKTON,
CA 95219
BP23-09550 SFDO1 2/6/2024
1 1
2/6/2024
11 9/4/20241
06651015 10043 LUCIANA

DR, STOCKTON,
CA 95219
BP23-09551 SFDO1 2/6/2024
1 1
2/6/2024
10 06651016 10037 LUCIANA

DR, STOCKTON,
CA 95219
BP23-09553 SFDO1 2/6/2024
1 1
2/6/2024
11 9/4/20241
06651039 6843 SAINT

ELIAS WY,

STOCKTON, CA
95219
BP23-09555 SFDO1 2/7/2024
1 1
2/7/2024
11 9/25/20241
06648001 7119 ALBUS DR,

STOCKTON, CA
95219
BP23-08723 SFDO1 2/7/2024
1 1
2/7/2024
11 9/25/20241
12222023 10461 MARLEY

CT, STOCKTON,
CA 95212
BP23-09027 SFDO1 2/8/2024
1 1
2/8/2024
11 7/3/20241
06651018 10025 LUCIANA

DR, STOCKTON,
CA 95219
BP24-00159 SFDO1 2/8/2024
1 1
2/8/2024
11 9/4/20241
06659002 6640 KAWEAH

LN, STOCKTON,
CA 95219
BP24-00177 SFDO1 2/8/2024
1 1
2/8/2024
11 9/12/20241
06659003 6636 KAWEAH

LN, STOCKTON,
CA 95219
BP24-00178 SFDO1 2/8/2024
1 1
2/8/2024
11 10/15/20241
06659028 6641 KAWEAH

LN, STOCKTON,
CA 95219
BP24-00179 SFDO1 2/8/2024
1 1
2/8/2024
11 9/30/2024
1 06659029 6637 KAWEAH

LN, STOCKTON,
CA 95219
BP24-00180 SFDO1 2/8/2024
1 1
2/8/2024
11 10/8/20241
06657054 7206 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-00246 SFDO1 2/8/2024
1 1
2/8/2024
11 10/3/20241
06657053 7200 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-00247 SFDO1 2/8/2024
1 1
2/8/2024
11 9/3/20241
06657018 7207 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-00248 SFDO1 2/8/2024
1 1
2/8/2024
11 9/3/20241
06657017 7201 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-00249 SFDO1 2/8/2024
1 1
2/8/2024
11 8/27/20241
06648050 7148 ALBUS DR,

STOCKTON, CA
95219
BP23-08429 SFDO1 2/20/2024
1 1
2/20/2024
11 8/22/20241
06656012 6728 FATHOM

RD, STOCKTON,
CA 95219
BP24-00320 SFDO1 2/28/2024
1 1
2/28/2024
11 10/3/20241
06656013 10727 HEDGE

CT, STOCKTON,
CA 95219
BP24-00322 SFDO1 2/28/2024
1 1
2/28/2024
11 10/8/20241
06656022 10726 HEDGE

CT, STOCKTON,
CA 95219
BP24-00325 SFDO1 2/28/2024
1 1
2/28/2024
11 10/11/20241
06656023 6712 FATHOM

RD, STOCKTON,
CA 95219
BP24-00326 SFDO1 2/28/2024
1 1
2/28/2024
11 10/17/20241
06659004 6632 KAWEAH

LN, STOCKTON,
CA 95219
BP24-00184 SFDO1 2/28/2024
1 1
2/28/2024
11 10/8/20241
06660036 10362 BALDY

DR, STOCKTON,
CA 95219
BP24-00185 SFDO1 2/28/2024
1 1
2/28/2024
11 10/25/20241
06660043 10361 BALDY

DR, STOCKTON,
CA 95219
BP24-00186 SFDO1 2/28/2024
1 1
2/28/2024
11 10/28/20241
06659030 6633 KAWEAH

LN, STOCKTON,
CA 95219
BP24-00188 SFDO1 2/28/2024
1 1
2/28/2024
11 10/15/20241
17953033 3101

VERMILLION DR,

STOCKTON, CA
95206
BP24-00382 SFDO1 3/4/2024
1 1
3/4/2024
10 179-530-34 3109

VERMILLION DR,

STOCKTON, CA
95206
BP24-00383 SFDO1 3/4/2024
1 1
3/4/2024
10 17953035 3117

VERMILLION DR,

STOCKTON, CA
95206
BP24-00413 SFDO1 3/4/2024
1 1
3/4/2024
10 12223024 3049 STONES

LN, STOCKTON,
CA 95212
BP24-00917 SFDO1 3/5/2024
1 1
3/5/2024
11 8/29/20241
12223026 3073 STONES

LN, STOCKTON,
CA 95212
BP24-00918 SFDO1 3/5/2024
1 1
3/5/2024
11 8/27/20241
12223027 3085 STONES

LN, STOCKTON,
CA 95212
BP24-00919 SFDO1 3/5/2024
1 1
3/5/2024
11 8/21/20241
12222010 3097 STONES

LN, STOCKTON,
CA 95212
BP24-00920 SFDO1 3/5/2024
1 1
3/5/2024
11 8/21/20241
12222011 3109 STONES

LN, STOCKTON,
CA 95212
BP24-00921 SFDO1 3/5/2024
1 1
3/5/2024
11 8/21/20241
12222012 3121 STONES

LN, STOCKTON,
CA 95212
BP24-00922 SFDO1 3/5/2024
1 1
3/5/2024
11 8/13/20241
12222013 3133 STONES

LN, STOCKTON,
CA 95212
BP24-00923 SFDO1 3/5/2024
1 1
3/5/2024
11 8/12/20241
12222014 3145 STONES

LN, STOCKTON,
CA 95212
BP24-00924 SFDO1 3/5/2024
1 1
3/5/2024
11 8/13/20241
12223025 3061 STONES

LN, STOCKTON,
CA 95212
BP24-00926 SFDO1 3/5/2024
1 1
3/5/2024
11 8/29/20241
06657056 7218 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01029 SFDO1 3/6/2024
1 1
3/6/2024
11 10/11/20241
06657055 7212 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01030 SFDO1 3/6/2024
1 1
3/6/2024
11 9/26/20241
06657020 7219 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01031 SFDO1 3/6/2024
1 1
3/6/2024
11 9/19/20241
06657019 7213 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01032 SFDO1 3/6/2024
1 1
3/6/2024
11 9/19/20241
12226044 10604 LYNN ST,

STOCKTON, CA
95212
BP24-00332 SFDO1 3/11/2024
1 1
3/11/2024
11 7/25/20241
12226045 10592 LYNN ST,

STOCKTON, CA
95212
BP24-00338 SFDO1 3/11/2024
1 1
3/11/2024
11 7/16/20241
122-260-46 10580 LYNN ST,

STOCKTON, CA
95212
BP24-00340 SFDO1 3/11/2024
1 1
3/11/2024
11 7/22/20241
122-260-47 10568 LYNN ST,

STOCKTON, CA
95212
BP24-00342 SFDO1 3/11/2024
1 1
3/11/2024
11 7/30/20241
122-260-48 10556 LYNN ST,

STOCKTON, CA
95212
BP24-00343 SFDO1 3/11/2024
1 1
3/11/2024
11 7/8/20241
06648034 10112 SPINDLE

DR, STOCKTON,
CA 95219
BP24-00786 SFDO1 3/11/2024
1 1
3/11/2024
11 10/24/20241
06648035 10118 SPINDLE

DR, STOCKTON,
CA 95219
BP24-00787 SFDO1 3/11/2024
1 1
3/11/2024
11 11/14/20241
06648036 7141 SORBUS

CT, STOCKTON,
CA 95219
BP24-00791 SFDO1 3/11/2024
1 1
3/11/2024
11 11/14/20241
06648052 7136 ALBUS DR,

STOCKTON, CA
95219
BP24-00792 SFDO1 3/11/2024
1 1
3/11/2024
11 11/22/20241
06648040 7130 SORBUS

CT, STOCKTON,
CA 95219
BP24-00793 SFDO1 3/11/2024
1 1
3/11/2024
11 12/6/20241
122-260-49 10544 LYNN ST,

STOCKTON, CA
95212
BP24-00344 SFDO1 3/12/2024
1 1
3/12/2024
11 7/8/20241
122-260-50 10532 LYNN ST,

STOCKTON, CA
95212
BP24-00345 SFDO1 3/12/2024
1 1
3/12/2024
11 7/8/20241
06654012 10317 ULTAR

DR, STOCKTON,
CA 95219
BP24-01155 SFDO1 3/13/2024
1 1
3/13/2024
11 9/17/20241
06654035 6709 KAWEAH

LN, STOCKTON,
CA 95219
BP24-01156 SFDO1 3/13/2024
1 1
3/13/2024
11 9/26/20241
06654036 6713 KAWEAH

LN, STOCKTON,
CA 95219
BP24-01157 SFDO1 3/13/2024
1 1
3/13/2024
11 10/7/20241
06654037 6717 KAWEAH

LN, STOCKTON,
CA 95219
BP24-01158 SFDO1 3/13/2024
1 1
3/13/2024
11 10/7/20241
06654038 6721 KAWEAH

LN, STOCKTON,
CA 95219
BP24-01159 SFDO1 3/13/2024
1 1
3/13/2024
11 10/15/20241
06654039 6722

GUADALUPE LN,

STOCKTON, CA
95219
BP24-01160 SFDO1 3/13/2024
1 1
3/13/2024
11 10/7/20241
06651038 6842 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00943 SFDO1 3/14/2024
1 1
3/14/2024
11 10/10/20241
06651007 6837 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00944 SFDO1 3/14/2024
1 1
3/14/2024
11 10/25/20241
06651008 6843 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00974 SFDO1 3/14/2024
1 1
3/14/2024
11 11/8/20241
06651035 6824 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00975 SFDO1 3/14/2024
1 1
3/14/2024
11 11/8/20241
06651036 6830 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00976 SFDO1 3/14/2024
1 1
3/14/2024
11 10/23/20241
06651006 6831 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00977 SFDO1 3/14/2024
1 1
3/14/2024
10 06652031 6737 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00978 SFDO1 3/14/2024
1 1
3/14/2024
11 12/5/20241
06652032 6736 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-00980 SFDO1 3/14/2024
1 1
3/14/2024
11 11/21/20241
06651033 6812 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-01086 SFDO1 3/18/2024
1 1
3/18/2024
11 11/12/20241
12226043 10615 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01088 SFDO1 3/26/2024
1 1
3/26/2024
11 9/18/20241
12226042 10603 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01091 SFDO1 3/26/2024
1 1
3/26/2024
11 8/22/20241
12226041 10591 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01092 SFDO1 3/26/2024
1 1
3/26/2024
11 8/22/20241
12226008 10590 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01093 SFDO1 3/26/2024
1 1
3/26/2024
11 9/19/20241
12226009 10602 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01095 SFDO1 3/26/2024
1 1
3/26/2024
11 9/9/20241
12226010 10614 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01107 SFDO1 3/26/2024
1 1
3/26/2024
11 9/4/20241
12226011 10626 ALLMAN

DR, STOCKTON,
CA 95212
BP24-01109 SFDO1 3/26/2024
1 1
3/26/2024
11 9/27/20241
06605074 10940 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00552 SFDO1 3/27/2024
1 1
3/27/2024
10 06605074 10932 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00553 SFDO1 3/27/2024
1 1
3/27/2024
10 06605074 10924 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00554 SFDO1 3/27/2024
1 1
3/27/2024
10 06605074 10916 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00555 SFDO1 3/27/2024
1 1
3/27/2024
10 06605073 10866 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00557 SFDO1 3/27/2024
1 1
3/27/2024
10 06605073 10872 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00558 SFDO1 3/27/2024
1 1
3/27/2024
10 06605073 10878 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00560 SFDO1 3/27/2024
1 1
3/27/2024
10 06605073 10884 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-00561 SFDO1 3/27/2024
1 1
3/27/2024
10 ATTACHMENT B
670
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
06605073 10850 GILL

SHORE CT,

STOCKTON, CA
95219
BP24-01530 SFDO1 3/28/2024
1 1
3/28/2024
11 10/11/20241
06605073 10857 GILL

SHORE CT,

STOCKTON, CA
95219
BP24-01531 SFDO1 3/28/2024
1 1
3/28/2024
11 10/3/20241
06605073 10851 GILL

SHORE CT,

STOCKTON, CA
95219
BP24-01532 SFDO1 3/28/2024
1 1
3/28/2024
11 10/17/20241
06605073 10964 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01533 SFDO1 3/28/2024
1 1
3/28/2024
11 9/27/20241
06605073 10956 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01534 SFDO1 3/28/2024
1 1
3/28/2024
11 10/9/20241
06605073 10951 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01536 SFDO1 3/28/2024
1 1
3/28/2024
11 10/2/20241
06605073 10959 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01537 SFDO1 3/28/2024
1 1
3/28/2024
11 10/10/20241
06657022 7231 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01734 SFDO1 3/29/2024
1 1
3/29/2024
11 10/15/20241
06657021 7225 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01735 SFDO1 3/29/2024
1 1
3/29/2024
11 10/15/20241
06657058 7230 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01736 SFDO1 3/29/2024
1 1
3/29/2024
11 10/15/20241
06657057 7224 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-01737 SFDO1 3/29/2024
1 1
3/29/2024
11 10/21/20241
06605073 10863 GILL

SHORE CT,

STOCKTON, CA
95219
BP24-01745 SFDO1 4/2/2024
1 1
4/2/2024
11 10/31/20241
06605073 10862 GILL

SHORE CT,

STOCKTON, CA
95219
BP24-01746 SFDO1 4/2/2024
1 1
4/2/2024
11 10/22/20241
06605073 10856 GILL

SHORE CT,

STOCKTON, CA
95219
BP24-01748 SFDO1 4/2/2024
1 1
4/2/2024
11 10/3/20241
06605073 7001 OVERLOOK

WY, STOCKTON,
CA 95219
BP24-01753 SFDO1 4/2/2024
1 1
4/2/2024
11 11/20/20241
06605073 10980 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01754 SFDO1 4/2/2024
1 1
4/2/2024
11 10/22/20241
06605073 10972 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01758 SFDO1 4/2/2024
1 1
4/2/2024
11 10/28/20241
06605073 10967 CORAL

REEF LN,

STOCKTON, CA
95219
BP24-01760 SFDO1 4/2/2024
1 1
4/2/2024
11 10/30/20241
06651005 6825 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-01263 SFDO1 4/15/2024
1 1
4/15/2024
11 11/13/20241
06651001 6801 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-01900 SFDO1 4/15/2024
1 1
4/15/2024
11 12/10/20241
06651009 6849 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-01901 SFDO1 4/15/2024
1 1
4/15/2024
11 12/26/20241
06651010 10073 LUCIANA

DR, STOCKTON,
CA 95219
BP24-01902 SFDO1 4/15/2024
1 1
4/15/2024
11 12/26/20241
06651011 10067 LUCIANA

DR, STOCKTON,
CA 95219
BP24-01903 SFDO1 4/15/2024
1 1
4/15/2024
11 12/12/20241
06651032 6806 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-01904 SFDO1 4/15/2024
1 1
4/15/2024
11 12/10/20241
12223018 10485 SABBATH

LN, STOCKTON,
CA 95212
BP24-01849 SFDO1 4/16/2024
1 1
4/16/2024
11 11/7/20241
12223019 10497 SABBATH

LN, STOCKTON,
CA 95212
BP24-01850 SFDO1 4/16/2024
1 1
4/16/2024
11 11/6/20241
12223020 10519 SABBATH

LN, STOCKTON,
CA 95212
BP24-01851 SFDO1 4/16/2024
1 1
4/16/2024
11 11/6/20241
12223021 3013 STONES

LN, STOCKTON,
CA 95212
BP24-01852 SFDO1 4/16/2024
1 1
4/16/2024
11 11/14/20241
12223022 3025 STONES

LN, STOCKTON,
CA 95212
BP24-01853 SFDO1 4/16/2024
1 1
4/16/2024
11 11/14/20241
12223023 3037 STONES

LN, STOCKTON,
CA 95212
BP24-01854 SFDO1 4/16/2024
1 1
4/16/2024
11 11/7/20241
12223049 10434 SABBATH

LN, STOCKTON,
CA 95212
BP24-01855 SFDO1 4/16/2024
1 1
4/16/2024
11 11/14/20241
12223050 10446 SABBATH

LN, STOCKTON,
CA 95212
BP24-01856 SFDO1 4/16/2024
1 1
4/16/2024
11 11/14/2024
1 12223051 10458 SABBATH

LN, STOCKTON,
CA 95212
BP24-01857 SFDO1 4/16/2024
1 1
4/16/2024
11 11/14/20241
12223052 10460 SABBATH

LN, STOCKTON,
CA 95212
BP24-01858 SFDO1 4/16/2024
1 1
4/16/2024
11 10/7/20241
12223053 3048 STONES

LN, STOCKTON,
CA 95212
BP24-01859 SFDO1 4/16/2024
1 1
4/16/2024
11 10/7/20241
12223054 3060 STONES

LN, STOCKTON,
CA 95212
BP24-01860 SFDO1 4/16/2024
1 1
4/16/2024
11 10/7/20241
12223055 3072 STONES

LN, STOCKTON,
CA 95212
BP24-01862 SFDO1 4/16/2024
1 1
4/16/2024
11 9/10/20241
12223057 3084 STONES

LN, STOCKTON,
CA 95212
BP24-01863 SFDO1 4/16/2024
1 1
4/16/2024
11 9/10/20241
12223058 3096 STONES

LN, STOCKTON,
CA 95212
BP24-01864 SFDO1 4/16/2024
1 1
4/16/2024
11 9/26/20241
06656021 10720 HEDGE

CT, STOCKTON,
CA 95219
BP24-01269 SFDO1 4/23/2024
1 1
4/23/2024
11 10/30/20241
06656044 6717 FATHOM

RD, STOCKTON,
CA 95219
BP24-01270 SFDO1 4/23/2024
1 1
4/23/2024
11 10/24/20241
06656043 6713 FATHOM

RD, STOCKTON,
CA 95219
BP24-01271 SFDO1 4/23/2024
1 1
4/23/2024
11 10/23/20241
06656014 10721 HEDGE

CT, STOCKTON,
CA 95219
BP24-01273 SFDO1 4/23/2024
1 1
4/23/2024
11 10/23/20241
06651034 6818 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-02104 SFDO1 4/29/2024
1 1
4/29/2024
11 12/11/20241
06651031 6800 MOUNT

ELBRUS WY,

STOCKTON, CA
95219
BP24-02166 SFDO1 4/29/2024
1 1
4/29/2024
11 12/10/20241
06656042 6709 FATHOM

RD, STOCKTON,
CA 95219
BP24-02283 SFDO1 4/29/2024
1 1
4/29/2024
11 11/7/20241
06656041 6705 FATHOM

RD, STOCKTON,
CA 95219
BP24-02284 SFDO1 4/29/2024
1 1
4/29/2024
11 11/12/20241
06656015 10715 HEDGE

CT, STOCKTON,
CA 95219
BP24-02285 SFDO1 4/29/2024
1 1
4/29/2024
11 11/21/20241
06656020 10714 HEDGE

CT, STOCKTON,
CA 95219
BP24-02286 SFDO1 4/29/2024
1 1
4/29/2024
11 11/19/20241
06657060 7242 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02405 SFDO1 4/29/2024
1 1
4/29/2024
11 11/5/20241
06657059 7236 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02406 SFDO1 4/29/2024
1 1
4/29/2024
11 10/30/20241
06657024 7243 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02407 SFDO1 4/29/2024
1 1
4/29/2024
11 11/6/20241
06657023 7237 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02409 SFDO1 4/29/2024
1 1
4/29/2024
11 11/4/20241
06659032 6625 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02246 SFDO1 4/29/2024
1 1
4/29/2024
11 11/12/20241
06659031 6629 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02247 SFDO1 4/29/2024
1 1
4/29/2024
11 11/7/20241
06659006 6624 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02248 SFDO1 4/29/2024
1 1
4/29/2024
11 11/4/20241
06659005 6628 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02249 SFDO1 4/29/2024
1 1
4/29/2024
11 11/13/20241
06605073 7033 OVERLOOK

WY, STOCKTON,
CA 95219
BP24-01762 SFDO1 4/30/2024
1 1
4/30/2024
11 11/14/20241
06605073 7025 OVERLOOK

WY, STOCKTON,
CA 95219
BP24-01763 SFDO1 4/30/2024
1 1
4/30/2024
11 11/14/20241
06605073 7017 OVERLOOK

WY, STOCKTON,
CA 95219
BP24-01764 SFDO1 4/30/2024
1 1
4/30/2024
11 11/19/20241
06605073 7009 OVERLOOK

WY, STOCKTON,
CA 95219
BP24-01765 SFDO1 4/30/2024
1 1
4/30/2024
11 12/6/20241
11539030 941 E FARGO ST,

STOCKTON, CA
95204
BP24-02442 SFDO1 5/1/2024
1 1
5/1/2024
11 9/4/20241
11539009 4208 VERDANT

ST, STOCKTON,
CA 95204
BP24-02444 SFDO1 5/1/2024
1 1
5/1/2024
11 8/19/20241
11539010 4216 VERDANT

ST, STOCKTON,
CA 95204
BP24-02448 SFDO1 5/1/2024
1 1
5/1/2024
11 9/4/20241
11539011 4224 VERDANT

ST, STOCKTON,
CA 95204
BP24-02449 SFDO1 5/1/2024
1 1
5/1/2024
11 8/20/20241
12223017 10473 SABBATH

LN, STOCKTON,
CA 95212
BP24-02413 SFDO1 5/2/2024
1 1
5/2/2024
11 12/3/20241
12223016 10461 SABBATH

LN, STOCKTON,
CA 95212
BP24-02414 SFDO1 5/2/2024
1 1
5/2/2024
11 12/3/20241
12223015 10449 SABBATH

LN, STOCKTON,
CA 95212
BP24-02415 SFDO1 5/2/2024
1 1
5/2/2024
11 12/5/20241
12223013 10425 SABBATH

LN, STOCKTON,
CA 95212
BP24-02417 SFDO1 5/2/2024
1 1
5/2/2024
11 12/9/20241
12223012 10413 SABBATH

LN, STOCKTON,
CA 95212
BP24-02420 SFDO1 5/2/2024
1 1
5/2/2024
11 12/10/20241
12223011 10401 SABBATH

LN, STOCKTON,
CA 95212
BP24-02421 SFDO1 5/2/2024
1 1
5/2/2024
11 12/11/20241
12223010 3000

AEROSMITH WY,

STOCKTON, CA
BP24-02422 SFDO1 5/2/2024
1 1
5/2/2024
10 12223009 3012

AEROSMITH WY,

STOCKTON, CA
BP24-02424 SFDO1 5/2/2024
1 1
5/2/2024
11 12/16/20241
12223014 10437 SABBATH

LN, STOCKTON,
CA 95212
BP24-02436 SFDO1 5/2/2024
1 1
5/2/2024
11 12/9/20241
06659007 6620 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02600 SFDO1 5/14/2024
1 1
5/14/2024
11 11/22/20241
06660037 10366 BALDY

DR, STOCKTON,
CA 95219
BP24-02602 SFDO1 5/14/2024
1 1
5/14/2024
11 12/2/20241
06660042 10365 BALDY

DR, STOCKTON,
CA 95219
BP24-02603 SFDO1 5/14/2024
1 1
5/14/2024
11 12/5/20241
06659033 6621 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02604 SFDO1 5/14/2024
1 1
5/14/2024
11 11/22/20241
06648027 7113 ALBUS DR,

STOCKTON, CA
95219
BP24-00790 SFDO1 5/14/2024
1 1
5/14/2024
11 11/7/20241
06657061 7260 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02850 SFDO1 5/14/2024
1 1
5/14/2024
11 12/3/20241
06657025 7249 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02845 SFDO1 5/14/2024
1 1
5/14/2024
11 11/25/20241
06657026 7255 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02846 SFDO1 5/14/2024
1 1
5/14/2024
11 11/26/20241
06657027 7261 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-02847 SFDO1 5/14/2024
1 1
5/14/2024
11 12/4/20241

ATTACHMENT B
671
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
06656026 6700 FATHOM

RD, STOCKTON,
CA 95219
BP24-02621 SFDO1 5/16/2024
1 1
5/16/2024
11 12/10/20241
06656025 6704 FATHOM

RD, STOCKTON,
CA 95219
BP24-02622 SFDO1 5/16/2024
1 1
5/16/2024
11 12/9/20241
06656024 6708 FATHOM

RD, STOCKTON,
CA 95219
BP24-02623 SFDO1 5/16/2024
1 1
5/16/2024
11 11/21/20241
06663050 10966 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-02892 SFDO1 5/20/2024
1 1
5/20/2024
10 06663024 10969 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-02894 SFDO1 5/20/2024
1 1
5/20/2024
11 12/31/20241
06663025 7041 OVERLOOK

WY, STOCKTON,
CA 95219
BP24-02895 SFDO1 5/20/2024
1 1
5/20/2024
11 12/16/20241
06663023 10961 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-02900 SFDO1 5/20/2024
1 1
5/20/2024
10 12226004 10542 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02236 SFDO1 5/22/2024
1 1
5/22/2024
11 10/11/20241
12226005 10554 ALLMAN
DR BP24-02239 SFD
O1 5/22/2024
1 1
5/22/2024
11 10/1/20241
12226006 10566 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02265 SFDO1 5/23/2024
1 1
5/23/2024
11 9/27/20241
12226007 10578 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02266 SFDO1 5/23/2024
1 1
5/23/2024
11 10/10/20241
12226037 10543 ALLMAN
DR BP24-02267 SFD
O1 5/23/2024
1 1
5/23/2024
11 10/3/20241
12226038 10555 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02268 SFDO1 5/23/2024
1 1
5/23/2024
11 10/30/20241
12226039 10567 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02269 SFDO1 5/23/2024
1 1
5/23/2024
11 10/28/20241
12226040 10579 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02270 SFDO1 5/23/2024
1 1
5/23/2024
11 10/21/20241
06605073 7006 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-01761 SFDO1 5/28/2024
1 1
5/28/2024
11 11/7/20241
06605073 7012 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-01759 SFDO1 5/28/2024
1 1
5/28/2024
11 11/13/20241
06605073 7024 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-01755 SFDO1 5/28/2024
1 1
5/28/2024
11 12/5/20241
06605073 7018 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-01757 SFDO1 5/28/2024
1 1
5/28/2024
11 12/5/20241
06656040 6701 FATHOM

RD, STOCKTON,
CA 95219
BP24-02626 SFDO1 5/30/2024
1 1
5/30/2024
11 12/9/20241
06656039 10742 REEVE

CT, STOCKTON,
CA 95219
BP24-02627 SFDO1 5/30/2024
1 1
5/30/2024
11 12/16/20241
06656019 10708 HEDGE

CT, STOCKTON,
CA 95219
BP24-02628 SFDO1 5/30/2024
1 1
5/30/2024
11 12/30/20241
06656016 10709 HEDGE

CT, STOCKTON,
CA 95219
BP24-02629 SFDO1 5/30/2024
1 1
5/30/2024
11 12/30/20241
12223007 3036

AEROSMITH WY,

STOCKTON, CA
BP24-03434 SFDO1 6/3/2024
1 1
6/3/2024
10 12223048 10422 SABBATH

LN, STOCKTON,
CA 95212
BP24-03435 SFDO1 6/3/2024
1 1
6/3/2024
10 12223008 3024

AEROSMITH WY,

STOCKTON, CA
BP24-03432 SFDO1 6/3/2024
1 1
6/3/2024
10 06657030 7279 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-03157 SFDO1 6/4/2024
1 1
6/4/2024
1 12/31/20240
06657063 7272 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-03158 SFDO1 6/4/2024
1 1
6/4/2024
1 12/31/20240
06657062 7266 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-03159 SFDO1 6/4/2024
1 1
6/4/2024
1 12/26/20240
06657029 7273 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-03160 SFDO1 6/4/2024
1 1
6/4/2024
11 12/18/20241
06657028 7267 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-03161 SFDO1 6/4/2024
1 1
6/4/2024
11 12/19/20241
06659034 6617 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02611 SFDO1 6/5/2024
1 1
6/5/2024
10 06660041 10369 BALDY

DR, STOCKTON,
CA 95219
BP24-02612 SFDO1 6/5/2024
1 1
6/5/2024
10 06660038 10370 BALDY

DR, STOCKTON,
CA 95219
BP24-02613 SFDO1 6/5/2024
1 1
6/5/2024
10 06659008 6616 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02614 SFDO1 6/5/2024
1 1
6/5/2024
11 12/10/20241
06663021 10945 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03438 SFDO1 6/10/2024
1 1
6/10/2024
10 06663022 10953 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03439 SFDO1 6/10/2024
1 1
6/10/2024
10 06663051 10958 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03441 SFDO1 6/10/2024
1 1
6/10/2024
10 06663052 10950 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03442 SFDO1 6/10/2024
1 1
6/10/2024
10 06656017 10703 HEDGE

CT, STOCKTON,
CA 95219
BP24-03814 SFDO1 6/17/2024
1 1
6/17/2024
10 06656018 10702 HEDGE

CT, STOCKTON,
CA 95219
BP24-03816 SFDO1 6/17/2024
1 1
6/17/2024
10 06656038 10736 REEVE

CT, STOCKTON,
CA 95219
BP24-03817 SFDO1 6/17/2024
1 1
6/17/2024
10 11539012 4232 VERDANT

ST, STOCKTON,
CA 95204
BP24-03526 SFDO1 6/20/2024
1 1
6/20/2024
11 9/26/20241
11539014 4248 VERDANT

ST, STOCKTON,
CA 95204
BP24-03529 SFDO1 6/20/2024
1 1
6/20/2024
11 10/1/20241
06662049 7048 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-03433 SFDO1 6/25/2024
1 1
6/25/2024
10 06662001 10861 ADMIRAL

COVE WY,

STOCKTON, CA
95219
BP24-03425 SFDO1 6/25/2024
1 1
6/25/2024
10 06662046 7030 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-03427 SFDO1 6/25/2024
1 1
6/25/2024
11 12/23/20241
06662047 7036 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-03428 SFDO1 6/25/2024
1 1
6/25/2024
10 06662048 7042 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-03429 SFDO1 6/25/2024
1 1
6/25/2024
10 12226001 10506 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02625 SFDO1 6/25/2024
1 1
6/25/2024
10 12226002 10518 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02608 SFDO1 6/25/2024
1 1
6/25/2024
11 11/27/20241
12226003 10530 ALLMAN

DR, STOCKTON,
CA 95212
BP24-02609 SFDO1 6/25/2024
1 1
6/25/2024
11 11/18/20241
12226036 3624 PRIDE WY,

STOCKTON, CA
95212
BP24-02610 SFDO1 6/25/2024
1 1
6/25/2024
11 11/13/20241
06657034 10377 LUBEC

DR, STOCKTON,
CA 95219
BP24-04023 SFDO1 7/3/2024
1 1
7/3/2024
10 06657033 10381 LUBEC

DR, STOCKTON,
CA 95219
BP24-04026 SFDO1 7/3/2024
1 1
7/3/2024
10 06657032 10389 LUBEC

DR, STOCKTON,
CA 95219
BP24-04027 SFDO1 7/3/2024
1 1
7/3/2024
10 06657031 7285 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-04030 SFDO1 7/3/2024
1 1
7/3/2024
10 06657064 7278 ROBINS

COVE DR,

STOCKTON, CA
95219
BP24-04031 SFDO1 7/3/2024
1 1
7/3/2024
10 06656027 10731 REEVE

CT, STOCKTON,
CA 95219
BP24-03855 SFDO1 7/3/2024
1 1
7/3/2024
10 06656028 10725 REEVE

CT, STOCKTON,
CA 95219
BP24-03856 SFDO1 7/3/2024
1 1
7/3/2024
10 06656036 10724 REEVE

CT, STOCKTON,
CA 95219
BP24-03867 SFDO1 7/3/2024
1 1
7/3/2024
10 06656037 10730 REEVE

CT, STOCKTON,
CA 95219
BP24-03869 SFDO1 7/3/2024
1 1
7/3/2024
10 06659009 6612 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02615 SFDO1 7/5/2024
1 1
7/5/2024
10 06659010 6608 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02616 SFDO1 7/5/2024
1 1
7/5/2024
10 06660040 10373 BALDY

DR, STOCKTON,
CA 95219
BP24-02618 SFDO1 7/5/2024
1 1
7/5/2024
10 06659035 6613 KAWEAH

LN, STOCKTON,
CA 95219
BP24-02619 SFDO1 7/5/2024
1 1
7/5/2024
10 06663020 10937 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03445 SFDO1 7/9/2024
1 1
7/9/2024
10 06663053 10942 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03446 SFDO1 7/9/2024
1 1
7/9/2024
10 06663054 10934 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03447 SFDO1 7/9/2024
1 1
7/9/2024
10 12223045 3049

AEROSMITH WY,

STOCKTON, CA
BP24-04253 SFDO1 7/9/2024
1 1
7/9/2024
10 12223046 3037

AEROSMITH WY,

STOCKTON, CA
BP24-04254 SFDO1 7/9/2024
1 1
7/9/2024
10 12223047 3025

AEROSMITH WY,

STOCKTON, CA
BP24-04255 SFDO1 7/9/2024
1 1
7/9/2024
10 06663019 10929 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-03443 SFDO1 7/9/2024
1 1
7/9/2024
10 06662002 7051 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-04655 SFDO1 7/24/2024
1 1
7/24/2024
10 06662003 7057 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-04656 SFDO1 7/24/2024
1 1
7/24/2024
10 06662004 10855 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-04657 SFDO1 7/24/2024
1 1
7/24/2024
10 06662050 7054 BLUE BAY

LN, STOCKTON,
CA 95219
BP24-04661 SFDO1 7/24/2024
1 1
7/24/2024
10 06656029 10719 REEVE

CT, STOCKTON,
CA 95219
BP24-03849 SFDO1 7/24/2024
1 1
7/24/2024
10 06656030 10713 REEVE

CT, STOCKTON,
CA 95219
BP24-03851 SFDO1 7/24/2024
1 1
7/24/2024
10 06656034 10712 REEVE

CT, STOCKTON,
CA 95219
BP24-03852 SFDO1 7/24/2024
1 1
7/24/2024
10 06656035 10718 REEVE

CT, STOCKTON,
CA 95219
BP24-03853 SFDO1 7/24/2024
1 1
7/24/2024
10 06605068 10332

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04870 SFDO1 7/25/2024
1 1
7/25/2024
10 06605068 10324

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04871 SFDO1 7/25/2024
1 1
7/25/2024
10 06666024 10316

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04873 SFDO1 7/25/2024
1 1
7/25/2024
10 06666026 10300

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04875 SFDO1 7/25/2024
1 1
7/25/2024
10 06666027 6800

ALBATROSS DR,

STOCKTON, CA
95219
BP24-04877 SFDO1 7/25/2024
1 1
7/25/2024
10 ATTACHMENT B
672
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
06666028 6808

ALBATROSS DR,

STOCKTON, CA
95219
BP24-04878 SFDO1 7/25/2024
1 1
7/25/2024
10 06666029 6816

ALBATROSS DR,

STOCKTON, CA
95219
BP24-04879 SFDO1 7/25/2024
1 1
7/25/2024
10 06666030 6824

ALBATROSS DR,

STOCKTON, CA
95219
BP24-04881 SFDO1 7/25/2024
1 1
7/25/2024
10 06658042 10346 LUBEC

DR, STOCKTON,
CA 95219
BP24-04789 SFDO1 7/29/2024
1 1
7/29/2024
10 06658043 10350 LUBEC

DR, STOCKTON,
CA 95219
BP24-04792 SFDO1 7/29/2024
1 1
7/29/2024
10 06657071 10354 LUBEC

DR, STOCKTON,
CA 95219
BP24-04793 SFDO1 7/29/2024
1 1
7/29/2024
10 06657072 10358 LUBEC

DR, STOCKTON,
CA 95219
BP24-04795 SFDO1 7/29/2024
1 1
7/29/2024
10 06605068 10355

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04818 SFDO1 7/30/2024
1 1
7/30/2024
10 06605068 10363

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04821 SFDO1 7/30/2024
1 1
7/30/2024
10 06605068 10372

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04822 SFDO1 7/30/2024
1 1
7/30/2024
10 06605068 10364

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04823 SFDO1 7/30/2024
1 1
7/30/2024
10 06605068 10356

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04825 SFDO1 7/30/2024
1 1
7/30/2024
10 06605068 10331

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04814 SFDO1 7/30/2024
1 1
7/30/2024
10 06660039 10374 BALDY

DR, STOCKTON,
CA 95219
BP24-04136 SFDO1 7/30/2024
1 1
7/30/2024
10 12225007 10400 ALLMAN

DR, STOCKTON,
CA 95212
BP24-03627 SFDO1 8/1/2024
1 1
8/1/2024
11 11/25/20241
12225008 3642 SUGARHILL

WY, STOCKTON,
CA 95212
BP24-03629 SFDO1 8/1/2024
1 1
8/1/2024
11 11/18/20241
06605068 10339

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04815 SFDO1 8/1/2024
1 1
8/1/2024
10 12225005 10412 ALLMAN

DR, STOCKTON,
CA 95212
BP24-03622 SFDO1 8/1/2024
1 1
8/1/2024
11 11/22/20241
12225006 10406 ALLMAN

DR, STOCKTON,
CA 95212
BP24-03623 SFDO1 8/1/2024
1 1
8/1/2024
11 11/21/20241
06605068 10329

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04849 SFDO1 8/5/2024
1 1
8/5/2024
10 06605068 10330

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04850 SFDO1 8/5/2024
1 1
8/5/2024
10 06605068 6826 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-04851 SFDO1 8/5/2024
1 1
8/5/2024
10 06605068 6818 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-04852 SFDO1 8/5/2024
1 1
8/5/2024
10 06605068 6810 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-04853 SFDO1 8/5/2024
1 1
8/5/2024
10 06605068 10337

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04859 SFDO1 8/5/2024
1 1
8/5/2024
10 06663018 10921 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-04116 SFDO1 8/5/2024
1 1
8/5/2024
10 06663055 10926 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-04119 SFDO1 8/5/2024
1 1
8/5/2024
10 06605068 10345

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04860 SFDO1 8/5/2024
1 1
8/5/2024
10 06658044 10336 LUBEC

DR, STOCKTON,
CA 95219
BP24-04806 SFDO1 8/6/2024
1 1
8/6/2024
10 06658045 10332 LUBEC

DR, STOCKTON,
CA 95219
BP24-04808 SFDO1 8/6/2024
1 1
8/6/2024
10 06658046 10328 LUBEC

DR, STOCKTON,
CA 95219
BP24-04811 SFDO1 8/6/2024
1 1
8/6/2024
10 06658047 10324 LUBEC

DR, STOCKTON,
CA 95219
BP24-04813 SFDO1 8/6/2024
1 1
8/6/2024
10 06662005 10849 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-04663 SFDO1 8/6/2024
1 1
8/6/2024
10 06662006 10843 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-04667 SFDO1 8/6/2024
1 1
8/6/2024
10 06662007 10837 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-04668 SFDO1 8/6/2024
1 1
8/6/2024
10 06605068 10347

SHORECLIFF ST,

STOCKTON, CA
95219
BP24-04816 SFDO1 8/6/2024
1 1
8/6/2024
10 06656033 10706 REEVE

CT, STOCKTON,
CA 95219
BP24-03952 SFDO1 8/6/2024
1 1
8/6/2024
10 06656032 10700 REEVE

CT, STOCKTON,
CA 95219
BP24-03954 SFDO1 8/6/2024
1 1
8/6/2024
10 06656031 10707 REEVE

CT, STOCKTON,
CA 95219
BP24-03958 SFDO1 8/6/2024
1 1
8/6/2024
10 11539013 4240 VERDANT

ST, STOCKTON,
CA 95204
BP24-04945 SFDO1 8/6/2024
1 1
8/6/2024
11 11/27/20241
11539015 4256 VERDANT

ST, STOCKTON,
CA 95204
BP24-04948 SFDO1 8/6/2024
1 1
8/6/2024
11 12/2/20241
11539016 4264 VERDANT

ST, STOCKTON,
CA 95204
BP24-04950 SFDO1 8/6/2024
1 1
8/6/2024
11 11/18/20241
11539018 4280 VERDANT

ST, STOCKTON,
CA 95204
BP24-04951 SFDO1 8/6/2024
1 1
8/6/2024
11 11/18/20241
12223039 10458 JOEL CT,

STOCKTON, CA
95212
BP24-05166 SFDO1 8/7/2024
1 1
8/7/2024
10 12223040 10459 JOEL CT,

STOCKTON, CA
95212
BP24-05167 SFDO1 8/7/2024
1 1
8/7/2024
10 12223041 10447 JOEL CT,

STOCKTON, CA
95212
BP24-05169 SFDO1 8/7/2024
1 1
8/7/2024
10 12223042 10435 JOEL CT,

STOCKTON, CA
95212
BP24-05170 SFDO1 8/7/2024
1 1
8/7/2024
10 12223043 10423 JOEL CT,

STOCKTON, CA
95212
BP24-05177 SFDO1 8/7/2024
1 1
8/7/2024
10 12223044 3061

AEROSMITH WY,

STOCKTON, CA
BP24-05181 SFDO1 8/7/2024
1 1
8/7/2024
10 06663056 10918 MORNING

TIDE WY,

STOCKTON, CA
95219
BP24-04120 SFDO1 8/12/2024
1 1
8/12/2024
10 06605068 10353

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04862 SFDO1 8/16/2024
1 1
8/16/2024
10 06605068 10361

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04863 SFDO1 8/16/2024
1 1
8/16/2024
10 06605068 10370

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04864 SFDO1 8/16/2024
1 1
8/16/2024
10 06663001 7010 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-05537 SFD
O1 8/16/2024
1 1
8/16/2024
10 06663002 7018 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-05538 SFD
O1 8/16/2024
1 1
8/16/2024
10 06663003 7026 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-05539 SFD
O1 8/16/2024
1 1
8/16/2024
10 06663004 7034 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-05540 SFD
O1 8/16/2024
1 1
8/16/2024
10 12227022 10416 CLINE CT,

STOCKTON, CA
95212
BP24-05098 SFDO1 8/21/2024
1 1
8/21/2024
10 12227023 10422 CLINE CT,

STOCKTON, CA
95212
BP24-05102 SFDO1 8/21/2024
1 1
8/21/2024
10 12227024 10428 CLINE CT,

STOCKTON, CA
95212
BP24-05123 SFDO1 8/21/2024
1 1
8/21/2024
10 12227025 10434 CLINE CT,

STOCKTON, CA
95212
BP24-05124 SFDO1 8/21/2024
1 1
8/21/2024
10 12227027 10427 CLINE CT,

STOCKTON, CA
95212
BP24-05132 SFDO1 8/21/2024
1 1
8/21/2024
10 12227029 10415 CLINE CT,

STOCKTON, CA
95212
BP24-05137 SFDO1 8/21/2024
1 1
8/21/2024
10 12227026 10433 CLINE CT,

STOCKTON, CA
95212
BP24-05172 SFDO1 8/21/2024
1 1
8/21/2024
10 12227028 10421 CLINE CT,

STOCKTON, CA
95212
BP24-05173 SFDO1 8/21/2024
1 1
8/21/2024
10 06658048 10320 LUBEC

DR, STOCKTON,
CA 95219
BP24-05543 SFDO1 8/22/2024
1 1
8/22/2024
10 06658049 10316 LUBEC

DR, STOCKTON,
CA 95219
BP24-05544 SFDO1 8/22/2024
1 1
8/22/2024
10 06658050 10312 LUBEC

DR, STOCKTON,
CA 95219
BP24-05545 SFDO1 8/22/2024
1 1
8/22/2024
10 06658051 10308 LUBEC

DR, STOCKTON,
CA 95219
BP24-05546 SFDO1 8/22/2024
1 1
8/22/2024
10 06605068 10362

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04855 SFDO1 8/22/2024
1 1
8/22/2024
10 06605068 10354

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04856 SFDO1 8/22/2024
1 1
8/22/2024
10 06605068 10346

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04857 SFDO1 8/22/2024
1 1
8/22/2024
10 06605068 10338

BRIDGEGATE LN,

STOCKTON, CA
95219
BP24-04858 SFDO1 8/22/2024
1 1
8/22/2024
10 17953036 3125

VERMILLION DR,

STOCKTON, CA
95206
BP24-05611 SFDO1 8/29/2024
1 1
8/29/2024
10 17953037 3133

VERMILLION DR,

STOCKTON, CA
95206
BP24-05612 SFDO1 8/29/2024
1 1
8/29/2024
10 17953038 3141

VERMILLION DR,

STOCKTON, CA
95206
BP24-05616 SFDO1 8/29/2024
1 1
8/29/2024
10 17953039 3149

VERMILLION DR,

STOCKTON, CA
95206
BP24-05618 SFDO1 8/29/2024
1 1
8/29/2024
10 06665032 6883 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-05404 SFDO1 8/29/2024
1 1
8/29/2024
10 06665033 6875 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-05406 SFDO1 8/29/2024
1 1
8/29/2024
10 06665034 6867 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-05408 SFDO1 8/29/2024
1 1
8/29/2024
10 ATTACHMENT B
673
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
06662008 10831 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-05569 SFDO1 8/29/2024
1 1
8/29/2024
10 06662009 10825 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-05572 SFDO1 8/29/2024
1 1
8/29/2024
10 06662010 10819 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-05575 SFDO1 8/29/2024
1 1
8/29/2024
10 06662011 10813 BALBOA

POINT WY,

STOCKTON, CA
95219
BP24-05576 SFDO1 8/29/2024
1 1
8/29/2024
10 12223005 3060

AEROSMITH WY,

STOCKTON, CA
BP24-06088 SFDO1 8/29/2024
1 1
8/29/2024
10 12223006 3048

AEROSMITH WY,

STOCKTON, CA
BP24-06090 SFDO1 8/29/2024
1 1
8/29/2024
10 12223031 3101

AEROSMITH WY,

STOCKTON, CA
BP24-06091 SFDO1 8/29/2024
1 1
8/29/2024
10 12223033 10422 JOEL CT,

STOCKTON, CA
95212
BP24-06092 SFDO1 8/29/2024
1 1
8/29/2024
10 12223035 10434 JOEL CT,

STOCKTON, CA
95212
BP24-06093 SFDO1 8/29/2024
1 1
8/29/2024
10 12223037 10446 JOEL CT,

STOCKTON, CA
95212
BP24-06094 SFDO1 8/29/2024
1 1
8/29/2024
10 06665045 6858 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-06425 SFDO1 8/30/2024
1 1
8/30/2024
10 06666040 6834 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-06427 SFDO1 8/30/2024
1 1
8/30/2024
10 06666039 6842 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-06428 SFDO1 8/30/2024
1 1
8/30/2024
10 06666038 6850 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-06429 SFDO1 8/30/2024
1 1
8/30/2024
10 06663005 7042 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-06322 SFD
O1 9/4/2024
1 1
9/4/2024
10 06663007 7058 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-06324 SFD
O1 9/4/2024
1 1
9/4/2024
10 06663008 7066 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-06325 SFD
O1 9/4/2024
1 1
9/4/2024
10 06657049 7223 WAKEBY

WY, STOCKTON,
CA 95219
BP24-06644 SFDO1 9/12/2024
1 1
9/12/2024
10 06657050 7217 WAKEBY

WY, STOCKTON,
CA 95219
BP24-06645 SFDO1 9/12/2024
1 1
9/12/2024
10 06657051 7211 WAKEBY

WY, STOCKTON,
CA 95219
BP24-06646 SFDO1 9/12/2024
1 1
9/12/2024
10 06657052 7205 WAKEBY

WY, STOCKTON,
CA 95219
BP24-06647 SFDO1 9/12/2024
1 1
9/12/2024
10 06665025 10325 CISCO

BEACH DR,

STOCKTON, CA
95219
BP24-06585 SFDO1 9/16/2024
1 1
9/16/2024
10 06665026 10333 CISCO

BEACH DR,

STOCKTON, CA
95219
BP24-06586 SFDO1 9/16/2024
1 1
9/16/2024
10 06665027 10341 CISCO

BEACH DR,

STOCKTON, CA
95219
BP24-06588 SFDO1 9/16/2024
1 1
9/16/2024
10 06662051 7047 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-06460 SFDO1 9/16/2024
1 1
9/16/2024
10 06662052 7041 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-06461 SFDO1 9/16/2024
1 1
9/16/2024
10 06662063 7034 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-06462 SFDO1 9/16/2024
1 1
9/16/2024
10 06662064 7040 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-06463 SFDO1 9/16/2024
1 1
9/16/2024
10 06663006 7050 ROCKY BAY

RD, STOCKTON,
CA 95219 BP24-06323 SFD
O1 9/19/2024
1 1
9/19/2024
10 12227015 3750 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06290 SFDO1 9/26/2024
1 1
9/26/2024
10 12227016 3758 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06291 SFDO1 9/26/2024
1 1
9/26/2024
10 12227017 3766 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06293 SFDO1 9/26/2024
1 1
9/26/2024
10 12227018 3774 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06296 SFDO1 9/26/2024
1 1
9/26/2024
10 12227019 3782 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06297 SFDO1 9/26/2024
1 1
9/26/2024
10 12227020 3790 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06299 SFDO1 9/26/2024
1 1
9/26/2024
10 12227021 3798 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06300 SFDO1 9/26/2024
1 1
9/26/2024
10 06657035 10373 LUBEC

DR, STOCKTON,
CA 95219
BP24-07021 SFDO1 10/9/2024
1 1
10/9/2024
10 06657036 10369 LUBEC

DR, STOCKTON,
CA 95219
BP24-07023 SFDO1 10/9/2024
1 1
10/9/2024
10 06657037 10365 LUBEC

DR, STOCKTON,
CA 95219
BP24-07024 SFDO1 10/9/2024
1 1
10/9/2024
10 06657038 10361 LUBEC

DR, STOCKTON,
CA 95219
BP24-07025 SFDO1 10/9/2024
1 1
10/9/2024
10 06664028 10931

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07380 SFDO1 10/9/2024
1 1
10/9/2024
10 06664027 10923

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07381 SFDO1 10/9/2024
1 1
10/9/2024
10 06663017 10920

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07383 SFDO1 10/9/2024
1 1
10/9/2024
10 06663016 10928

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07384 SFDO1 10/9/2024
1 1
10/9/2024
10 06658001 10357 LUBEC

DR, STOCKTON,
CA 95219
BP24-07027 SFDO1 10/21/2024
1 1
10/21/2024
10 06658002 10353 LUBEC

DR, STOCKTON,
CA 95219
BP24-07028 SFDO1 10/21/2024
1 1
10/21/2024
10 06658003 10349 LUBEC

DR, STOCKTON,
CA 95219
BP24-07029 SFDO1 10/21/2024
1 1
10/21/2024
10 06665028 10349 CISCO

BEACH DR,

STOCKTON, CA
95219
BP24-07897 SFDO1 10/21/2024
1 1
10/21/2024
10 06665029 10357 CISCO

BEACH DR,

STOCKTON, CA
95219
BP24-07898 SFDO1 10/21/2024
1 1
10/21/2024
10 06665030 10356 CISCO

BEACH DR,

STOCKTON, CA
95219
BP24-07899 SFDO1 10/21/2024
1 1
10/21/2024
10 06657043 7240 WAKEBY

WY, STOCKTON,
CA 95219
BP24-07608 SFDO1 10/21/2024
1 1
10/21/2024
10 06657044 7234 WAKEBY

WY, STOCKTON,
CA 95219
BP24-07609 SFDO1 10/21/2024
1 1
10/21/2024
10 06657045 7228 WAKEBY

WY, STOCKTON,
CA 95219
BP24-07610 SFDO1 10/21/2024
1 1
10/21/2024
10 06657047 7235 WAKEBY

WY, STOCKTON,
CA 95219
BP24-07611 SFDO1 10/21/2024
1 1
10/21/2024
10 06657048 7229 WAKEBY

WY, STOCKTON,
CA 95219
BP24-07612 SFDO1 10/21/2024
1 1
10/21/2024
10 12227014 3742 JENNINGS

LN, STOCKTON,
CA 95212
BP24-06289 SFDO1 10/22/2024
1 1
10/22/2024
10 06658004 10345 LUBEC

DR, STOCKTON,
CA 95219
BP24-07948 SFDO1 10/24/2024
1 1
10/24/2024
10 11539017 4272 VERDANT

ST, STOCKTON,
CA 95204
BP24-07343 SFDO1 10/28/2024
1 1
10/28/2024
10 11539023 4273 VERDANT

ST, STOCKTON,
CA 95204
BP24-07344 SFDO1 10/28/2024
1 1
10/28/2024
10 11539024 4265 VERDANT

ST, STOCKTON,
CA 95204
BP24-07345 SFDO1 10/28/2024
1 1
10/28/2024
10 06662053 7035 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-07441 SFDO1 10/31/2024
1 1
10/31/2024
10 06662054 7029 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-07442 SFDO1 10/31/2024
1 1
10/31/2024
10 06662061 7022 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-07443 SFDO1 10/31/2024
1 1
10/31/2024
10 06662062 7028 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-07445 SFDO1 10/31/2024
1 1
10/31/2024
10 06663014 10944

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07909 SFDO1 10/31/2024
1 1
10/31/2024
10 06663015 10936

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07910 SFDO1 10/31/2024
1 1
10/31/2024
10 06664029 10939

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07911 SFDO1 10/31/2024
1 1
10/31/2024
10 06664030 10947

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07912 SFDO1 10/31/2024
1 1
10/31/2024
10 06658005 10337 LUBEC

DR, STOCKTON,
CA 95219
BP24-07079 SFDO1 11/6/2024
1 1
11/6/2024
10 06658006 10333 LUBEC

DR, STOCKTON,
CA 95219
BP24-07080 SFDO1 11/6/2024
1 1
11/6/2024
10 06658007 10329 LUBEC

DR, STOCKTON,
CA 95219
BP24-07081 SFDO1 11/6/2024
1 1
11/6/2024
10 06665044 6866 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-08169 SFDO1 11/6/2024
1 1
11/6/2024
10 06665043 6874 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-08170 SFDO1 11/6/2024
1 1
11/6/2024
10 06665042 6882 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-08172 SFDO1 11/6/2024
1 1
11/6/2024
10 06665041 6890 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-08173 SFDO1 11/6/2024
1 1
11/6/2024
10 06665031 6891 BUZZARDS

BAY WY,

STOCKTON, CA
95219
BP24-08174 SFDO1 11/6/2024
1 1
11/6/2024
10 06658008 10325 LUBEC

DR, STOCKTON,
CA 95219
BP24-07133 SFDO1 11/18/2024
1 1
11/18/2024
10 06658009 10321 LUBEC

DR, STOCKTON,
CA 95219
BP24-07134 SFDO1 11/18/2024
1 1
11/18/2024
10 06658010 10317 LUBEC

DR, STOCKTON,
CA 95219
BP24-07135 SFDO1 11/18/2024
1 1
11/18/2024
10 06658011 10313 LUBEC

DR, STOCKTON,
CA 95219
BP24-07136 SFDO1 11/18/2024
1 1
11/18/2024
10 ATTACHMENT B
674
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
06665020 6959

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08223 SFDO1 11/18/2024
1 1
11/18/2024
10 06665021 6951

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08224 SFDO1 11/18/2024
1 1
11/18/2024
10 06665022 6943

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08227 SFDO1 11/18/2024
1 1
11/18/2024
10 06665023 6935

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08230 SFDO1 11/18/2024
1 1
11/18/2024
10 11539021 916 TERRANOVA

CT, STOCKTON,
CA 95204
BP24-08420 SFDO1 11/18/2024
1 1
11/18/2024
10 11539022 924 TERRANOVA

CT, STOCKTON,
CA 95204
BP24-08421 SFDO1 11/18/2024
1 1
11/18/2024
10 06663012 10960

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07913 SFDO1 11/26/2024
1 1
11/26/2024
10 06663013 10952

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07915 SFDO1 11/26/2024
1 1
11/26/2024
10 06664031 10955

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07916 SFDO1 11/26/2024
1 1
11/26/2024
10 06664032 10963

BREEZEWOOD

WY, STOCKTON,
CA 95219
BP24-07918 SFDO1 11/26/2024
1 1
11/26/2024
10 06665008 6896

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08598 SFDO1 12/3/2024
1 1
12/3/2024
10 06665009 6904

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08599 SFDO1 12/3/2024
1 1
12/3/2024
10 06665024 6927

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08603 SFDO1 12/3/2024
1 1
12/3/2024
10 06665040 6895

ALBATROSS DR,

STOCKTON, CA
95219
BP24-08605 SFDO1 12/3/2024
1 1
12/3/2024
10 06658013 10305 LUBEC

DR, STOCKTON,
CA 95219
BP24-07950 SFDO1 12/4/2024
1 1
12/4/2024
10 06658012 10309 LUBEC

DR, STOCKTON,
CA 95219
BP24-07172 SFDO1 12/4/2024
1 1
12/4/2024
10 06658014 10301 LUBEC

DR, STOCKTON,
CA 95219
BP24-07173 SFDO1 12/4/2024
1 1
12/4/2024
10 06657067 7265 WAKEBY

WY, STOCKTON,
CA 95219
BP24-09017 SFDO1 12/9/2024
1 1
12/9/2024
10 06657068 7259 WAKEBY

WY, STOCKTON,
CA 95219
BP24-09019 SFDO1 12/9/2024
1 1
12/9/2024
10 06657066 7271 WAKEBY

WY, STOCKTON,
CA 95219
BP24-09016 SFDO1 12/9/2024
1 1
12/9/2024
10 06662060 7016 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-09008 SFDO1 12/9/2024
1 1
12/9/2024
10 06657046 7241 WAKEBY

WY, STOCKTON,
CA 95219
BP24-09010 SFDO1 12/9/2024
1 1
12/9/2024
10 06662057 7011 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-09011 SFDO1 12/9/2024
1 1
12/9/2024
10 06657065 7277 WAKEBY

WY, STOCKTON,
CA 95219
BP24-09012 SFDO1 12/9/2024
1 1
12/9/2024
10 06662056 7017 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-09013 SFDO1 12/9/2024
1 1
12/9/2024
10 06662055 7023 MARINER

BAY RD,

STOCKTON, CA
95219
BP24-09015 SFDO1 12/10/2024
1 1
12/10/2024
10 06654007 6724 KAWEAH

LN, STOCKTON,
CA 95219
BP24-01154 SFDO1 12/12/2024
1 1
12/12/2024
10 12227038 10421 JETHRO

LN, STOCKTON,
CA 95212
BP24-08611 SFDO1 12/16/2024
1 1
12/16/2024
10 12227030 10416 JETHRO

LN, STOCKTON,
CA 95212
BP24-08286 SFDO1 12/16/2024
1 1
12/16/2024
10 12227031 10422 JETHRO

LN, STOCKTON,
CA 95212
BP24-08287 SFDO1 12/16/2024
1 1
12/16/2024
10 12227032 10428 JETHRO

LN, STOCKTON,
CA 95212
BP24-08288 SFDO1 12/16/2024
1 1
12/16/2024
10 12227039 10415 JETHRO

LN, STOCKTON,
CA 95212
BP24-08289 SFDO1 12/16/2024
1 1 12/16/202410
13718030 709 N CENTER

ST, STOCKTON,
CA 95202
BP23-06809 5+R 24 2/1/2024
24 24 2/1/2024 240Y

HOME, LIHTC, HHAP,
Other Other Regulatory agreement. 55
13718030 709 N CENTER

ST, STOCKTON,
CA 95202
BP23-06811 5+R 27 2/1/2024
27 27 2/1/2024 270Y

HOME, LIHTC, HHAP,
Other Other Regulatory agreement. 55
13916406 501 N

CALIFORNIA ST,

STOCKTON, CA
95202
BP23-03564 2 to 4R3 45365
3 3 3/14/202433 11/19/20243
14728031 1046 S

AMERICAN ST,

STOCKTON, CA
95206
BP23-07198 2 to 4R2 5/30/2024
2 2 5/30/202420
14703001 550 W SONORA

ST, STOCKTON,
CA 95203 BP24-01526 5+
R 202 10/17/2024
202
202 10/17/2024 202 0 202
There is a Memorandum of
Understanding (MOU) between
the San Joaquin County and the
City of Stockton/Saint Mary's
Dining Room - "Pathways
Program" (MOU ID: B-22-515).

The project is for the housing of homeless individuals. 08805338
1105 SHEFFIELD

CT, STOCKTON,
CA 95210
BP22-10648 ADUR1 1/9/2024
1 1 1/9/202410
The percentage of accessory dwelling units per income category, is based on the affordability analysis in the Accessory Dwelling Unit Potential section of the City of Stockton 2023-2031 Housing Element, Section 4, Housing Sites Inventory, Pg 224-225. (Link to Housing Element:
https://cms3.revize.com/revize/stockton/Documents/Business/Planning & Engineering/Shape Stockton/(New) Adopted Housing Element_ July 2024.pdf.) The income level for this parcel was decided based on the geographic location within the city. Low Income (31) or 60% of building permits, are parcels mostly south of Harding Way. Some ADU’s are along Wilson Way near Bradford Street. Moderate Income (16) or 30% of building permits, are north of Harding Way to slightly north of Hammer Lane. Above Moderate Income (5) or 10% of building permits, are between Hammer Lane and Eight Mile Road. This generally is shown in Figure HE-2: Median Household Incomes of the Housing Element, Pg 105. (The median income is higher in north Stockton than in south Stockton)
13342009
1931 W ACACIA

ST, STOCKTON,
CA 95203
BP22-03717 ADUR1 1/10/2024
1 1 1/10/202410
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

The percentage of accessory dwelling units per income category, is based on the affordability analysis in the Accessory Dwelling Unit Potential section of the City of Stockton 2023-2031 Housing Element, Section 4, Housing Sites Inventory, Pg 224-225. (Link to Housing Element:
https://cms3.revize.com/revize/stockton/Documents/Business/Planning & Engineering/Shape Stockton/(New) Adopted Housing Element_ July 2024.pdf.) The income level for this parcel was decided based on the geographic location within the city. Low Income (31) or 60% of building permits, are parcels mostly south of Harding Way. Some ADU’s are along Wilson Way near Bradford Street. Moderate Income (16) or 30% of building permits, are north of Harding Way to slightly north of Hammer Lane. Above Moderate Income (5) or 10% of building permits, are between Hammer Lane and Eight Mile Road. This generally is shown in Figure HE-2: Median Household Incomes of the Housing Element, Pg 105. (The median income is higher in north Stockton than in south Stockton)
14531042
1327 W

HAZELTON AV,

STOCKTON, CA
95203
BP23-04033 ADUR1 1/16/2024
1 1 1/16/202411 6/26/20241
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

STOCKTON, CA
95203
BP23-04404 ADUR1 1/17/2024
1 1 1/17/202411 8/30/20241
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

STOCKTON, CA
95207
BP23-04721 ADUR2 1/23/2024
2 2 1/23/202422 11/7/20242
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

WY, STOCKTON,
CA 95205
BP23-07000 ADUR1 2/1/2024
1 1 2/1/202410
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

CI, STOCKTON,
CA 95212
BP23-09447 ADUR1 2/28/2024
1 1 2/28/202411 10/10/20241
The percentage of accessory dwelling units per income category, is based on the affordability analysis in the Accessory Dwelling Unit Potential section of the City of Stockton 2023-2031 Housing Element, Section 4, Housing Sites Inventory, Pg 224-225. (Link to Housing Element:
https://cms3.revize.com/revize/stockton/Documents/Business/Planning & Engineering/Shape Stockton/(New) Adopted Housing Element_ July 2024.pdf.) The income level for this parcel was decided based on the geographic location within the city. Low Income (31) or 60% of building permits, are parcels mostly south of Harding Way. Some ADU’s are along Wilson Way near Bradford Street. Moderate Income (16) or 30% of building permits, are north of Harding Way to slightly north of Hammer Lane. Above Moderate Income (5) or 10% of building permits, are between Hammer Lane and Eight Mile Road. This generally is shown in Figure HE-2: Median Household Incomes of the Housing Element, Pg 105. (The median income is higher in north Stockton than in south Stockton)
10403019
1333 SAGE

WOOD CT,

STOCKTON, CA
95210
BP24-00529 ADUR1 2/29/2024
1 1 2/29/2024111
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

ATTACHMENT B
675
Jurisdiction Stockton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 12/31/2023 - 12/31/2031
Note: "+" indicates an optional field
09431057
6740 TABLE TOP

CT, STOCKTON,
CA 95210
BP23-09182 ADUR1 3/6/2024
1 1 3/6/202411 10/1/20241
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

CALIFORNIA ST,

STOCKTON, CA
95206
BP21-09062 ADUR1 3/11/2024
1 1 3/11/202411 8/12/20241
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

LONGVIEW AV,

STOCKTON, CA
95207
BP23-08288 ADUR1 3/25/2024
1 1 3/25/202411 10/1/20241
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

ST, STOCKTON,
CA 95206
BP23-05468 ADUR1 3/27/2024
1 1 3/27/202410
See notes. The percentage of
accessory dwelling units per
income category is based on
the City of Stockton Housing
Element.

City Council and Concurrent AuthoritiesMarch 18, 2025

City Council and Concurrent Authorities
March 18, 2025