Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
us
Hard
201-10
Emergency Operations Plan (EOP)
Emergency plan
Until Superseded
GC 550
EM/RDPve
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
202
ORGANIZATION PLANNING FILES
322
US
FIR Drive
202-01
Workforce Planning
HR
Organization charts, lists, reports, etc.
Until Superseded
GC 34090
203
CITY PLANNING FILES
P
Hard Copy
GC 34090 AD;
EnerGov
Project files, applications, notices, correspondence
203-01
Tentative Map Files/Tentative Tract Maps
CD, PW
H & S 19850;
PW Drive
related to project, exhibits, environmental
Permanent
documents, etc.
GC 4003;
X Drive
GC 4004
Laserfiche
P
Hard Copy
GC 34090 AD;
EnerGov
Project files, applications, notices, correspondence
203-02
Tentative Parcel Map Files
CD, PW
H & S 19850;
PW Drive
related to project, exhibits, environmental
Permanent
documents, etc.
GC 4003;
X Drive
GC 4004
Laserfiche
P
EnerGov
GC 34090 AD;
X Drive
Project files, applications, notices, correspondence
203-03
Zone Change Files
CD
H & S 19850;
Laserfiche
related to project, exhibits, environmental
Permanent
documents, etc.
GC 4003;
GC 4004
P
EnerGov
GC 34090 AD;
X Drive
Project files, applications, notices, correspondence
203-04
Variance Files
CD
H & S 19850;
Laserfiche
related to project, exhibits, environmental
Permanent
documents, etc.
GC 4003;
GC 4004
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
C + 2
EnerGov
Project files, applications, notices, correspondence
203-07
Minor Temporary Use Permit
CSD, CD
related to project, exhibits, environmental
2020 and prior
GC 34090
X Drive
documents, etc. (Refer to Series 203-48 for Master
and Major TUP's)
P
Hard Copy
GC 34090 AD;
EnerGov
Project files, applications, notices, correspondence
203-08
Conditional Use Permit Files
CD
H & S 19850;
X Drive
related to project, exhibits, environmental
Permanent
documents, etc.
GC 4003;
Laserfiche
GC 4004
P
EnerGov
GC 34090 AD;
X Drive
Project files, applications, notices, correspondence
203-10
Modifications (includes minor, major, review)
CD
H & S 19850;
Laserfiche
related to project, exhibits, environmental
Permanent
documents, etc.
GC 4003;
GC 4004
P
EnerGov
Project files, applications, notices, correspondence
203-11
General Plan/Development Code and Amendments
CD, CM
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
Hard Copy
P
Laserficherelated
project files, applications, notices, correspondence
203-12
Lot Line Adjustment
CC, CD,PW
to project, exhibits, environmental
Permanent
GC 34090 AD
EnerGov
documents, etc.
X Drive
Environmental Initial Study, Environmental Impact
P
EnerGov
Project files, applications, notices, correspondence
203-13
CD
related to project, exhibits, environmental
Permanent
Report and Environmental Assessments
p
GC 34090 AD
X Drive
documents etc.
P
EnerGov
Project files, applications, notices, correspondence
203-15
Comprehensive Sign Program
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
US + 2
EnerGov
Project files, applications, notices, correspondence
203-16
Temporary Signs
CD
related to project, exhibits, environmental
Until Superseded + 2
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-17
Sign Permit
CD
Laserfiche
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
Hard Copy
P
PW Drive
Project files, applications, notices, correspondence
CC, CD,
203-19
Parcel Merger
PW
EnerGov
related to project, exhibits, environmental
Permanent
GC 34090 AD
Laserfiche
documents, etc.
X Drive
P
EnerGov
Project files, applications, notices, correspondence
203-20
Home Occupation Permit
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
Hard Copy
Project files, applications, notices, correspondence
203-21
Specific Plans/Specific Plan Amendments
CD, CM
EnerGov
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
Hard Copy
PW Drive
Project files, applications, notices, correspondence
203-22
Certificate of Compliance
CC, CD,
EnerGov
related to project, exhibits, environmental
Permanent
PW
GC 34090 AD
Laserfiche
documents, etc.
X Drive
P
EnerGov
Project files, applications, notices, correspondence
203-23
Waivers of Final Map
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents etc.
Hard Copy
P
PW Drive
Project files, applications, notices, correspondence
CD, CM,
203-24
Development Plans
PW
EnerGov
related to project, exhibits, environmental
Permanent
GC 34090 AD
Laserfiche
documents, etc.
X Drive
P
EnerGov
Covenants & Agreements, Project files,
203-25
Second Dwelling Unit Permit
CC, CD
X Drive
applications, notices, correspondence related to
Permanent
GC 34090 AD
Hard Copy
project, exhibits, environmental documents, etc.
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
Project files, applications, notices, correspondence
203-28
Development Agreements
CD, CM
EnerGov
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
Hard Copy
Project files, applications, notices, correspondence
203-31
Landscape Agreements/Bonds/Plans
CD
EnerGov
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
Hard Copy
Project files, applications, notices, correspondence
203-32
Appeals
CD
EnerGov
related to project, exhibits, environmental
Permanent
GC 34090
X Drive
documents, etc.
203-34
Massage License Supplemental
CD
2 Years
Hard Copy
License application supplemental documents,
2020 + Prior
GC 34090
passport, drivers licese, etc
P
EnerGov
Application, license certicate in Energov,
203-35
Massage License/Application
CD
correspodence
Permanent
GC 34090 AD
X Drive
P
EnerGov
Project files, applications, notices, correspondence
203-36
Findings of Public Convenience or Necessity
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-37
Development Impact Fee Reduction
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-38
Extension of Time
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-39
Habitat Acquisition Negotiations Strategy (HANS)
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-40
Minor Exception
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-41
Model Home Complex
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-42
Pre -Application Review
CD
I
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
EnerGov
Project files, applications, notices, correspondence
203-43
Residential Tract Product Review
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-44
Vendors License
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-45
Wireless Antenna Facility
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Noticing documents, project correspondence,
203-46
Long Range Planning Projects
CD
invoices, receipts, exhibits, EIR documents,
Permanent
GC 34090 AD
X Drive
required forms
P
EnerGov
Project files, applications, notices, correspondence
203-47
Certificate of Historical Appropriateness
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
Master/ Major Temporary Use Permits and Special
P
EnerGov
Project files, applications, notices, correspondence
203-48
CD
related to project, exhibits, environmental
Permanent
Events
GC 34090 AD
X Drive
documents, etc.
P
EnerGov
Project files, applications, notices, correspondence
203-49
Special Studies
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
X Drive
documents, etc.
Hard Copy
203-50
Zoning Letter
CD
EnerGov
Zoning letters and relevant information
Permanent
GC 34090
Planning Drive
INFORMATION TECHNOLOGY COMPUTER
204
APPLICATIONS, AUDIO/VIDEO & DIRECTORIES
P
P Drive
204-06
Public Meeting Media
CC, ITSS
GC 34090.7
DVB
Audio, visual recordings
Permanent
AD
Meeting Audio Recordings (Boards & Commissions,
C + 2
P Drive
204-07
Directors Hearing, etc.)
ITSS
Audio recordings
2020 and prior
GC 34090
Surveillance Video Recordings (Routine Video
1 Year
Video
204-08
ITSS
Management
Regular and ongoing operations
2021 and prior
including street intersections
Recording,g )
GC 34090.E
System
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
2 Years
Video
204-09
Video used in traffic studues
ITSS
GC 34090
Management
Traffic and road condition surveys
2020 and prior
System
2020 and prior unless part
Public Record Emails -
of ongoing project, within
204-10
Electronic Mail
ITSS
3 Years
Outlook
Retain land use and PW project emails until the
CEQA statute of limitations
GC 34090
project is approved and the CEQA statute of
limitations period expires without litigation.
or subject to other statutory
protection
204-11
Proximity Card Log/List
ITSS
Access Control
Tracking Log
Permanent
GC 34090 AD
C + 3
IT Ticket
204-12
Help Desk Tickets
ITSS
GC 34090
System
Employee service requests
2019 and prior
205
BUDGET FILES
C + 2
Hard CopyAnnual
205-01
Budget Working Paper Files
FIN
Operating Budget back up documents
2020 and prior
GC 34090
Finance Drive
C + 2
Hard Copy
205-02
Proposed Budget
FIN
Questica
Annual Operating Budget (City Council
2020 and prior
GC 34090
Workshop/Report))
Finance Drive
Final Adopted City Budget &
P
Hard Copy
205-03
FIN
GC 34090 AD,
Laserfiche
Adopted -Final Annual Operating Budget
Permanent
Mid -year Budget
40802 and
Questica
documents and Midyear Budget documents
53901
Finance Drive
4 AA
Hard Copy
205-04
Budget Adjustments
FIN
Tyler Eden
Journals, budget adjustment requests
FY 17/18 and prior
GC 34090
Finance Drive
P
Hard Copy
205-09
Capital Improvement Program Budget
FIN
Questica
Adopted -Annual Capital Improvement Program
Permanent
GC 34090 AD
Budget
Finance Drive
C + 2
Finance Drive
State of California yearly budget information with
205-13
State Budget Information
FIN
2020 and prior
GC 34090
population
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
206
REPORTING FILES
P
Hard Copy
206-02
Comprehensive Annual Financial Reports
FIN
Tyler Eden
Final CAFR
Permanent
CAFR/Annual Financial Statements
( )
GC 34090 AD
Finance Drive
P
Hard Copy
Final State Controllers Report submitted to State of
206-04
State Controller's Report
FIN
California
Permanent
GC 34090 AD
Finance Drive
P
Hard Copy
Final Street Report submitted to the State of
206-05
Street Report
FIN
California
Permanent
GC 34090 AD
Finance Drive
P
Hard Copy
Final RDA Financial Statements (SOI) submitted to
206-06
Statement of Indebtedness (RDA)
FIN
the State of California
Permanent
GC 34090 AD
Finance Drive
207
COST ANALYSIS STUDIES
207-01
Cost Analysis Studies Files
FIN
Cop
Final Fee Studies (City Council Report)
Permanent
GC 34090 AD
F nardce Dr ve
REDEVELOPMENT (RDA) & SUCCESSOR AGENCY
208
THE REDEVELOPMENT AGENCY (SARDA)
P
Hard Copy
Project files, applications, notices, correspondence
208-01
Redevelopment Plan
CD
RDA Drive
related to project, exhibits, environmental
Permanent
GC 34090 AD
documents, etc.
P
Hard Copy
Project files, applications, notices, correspondence
208-02
Redevelopment Projects
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
RDA Drive
documents, etc.
P
Hard Copy
Project files, applications, notices, correspondence
208-03
Redevelopment Programs
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
RDA Drive
documents, etc.
P
Hard Copy
Project files, applications, notices, correspondence
208-04
Housing Programs
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
RDA Drive
documents, etc.
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
C + 2
Hard Copy
208-05
Affordable Housing Compliance
CD
RDA Drive
Operating Budget, Unit Status Report, Statement of
Permanent
GC 34090
Compliance
Monthly Income
Software
US
Hard Copy
Project files, applications, notices, correspondence
208-06
Owner Participation Rules
CD
related to project, exhibits, environmental
Until Superseded
GC 34090
RDA Drive
documents, etc.
US
Hard Copy
Project files, applications, notices, correspondence
208-07
Relocation Assistance, Rules & Guidelines
CD
related to project, exhibits, environmental
Until Superseded
GC 34090
RDA Drive
documents etc.
P
Hard Copy
Project files, applications, notices, correspondence
208-08
Special Studies - RDA/SARDA
CD
related to project, exhibits, environmental
Permanent
GC 34090 AD
RDA Drive
documents etc.
209
FUNDING PROGRAMS
T + 4
Hard CopyApplications,
209-01
Community Services Funding Program
CM
supporting documents
2018 and prior if terminated
GC 34090
Hard Drive
3 Office + 5
Hard Copy
Project files, contracts, proposals, statements,
209-02
CDBG Public Service Admin Files
CD, CM
GC 34090;
Planning Drive
reports, environmental review, grant documents,
2015 and prior
applications, inventory, plans, regulations (see also
409-18)
P
Hard Copy
Electronic — Includes Consolidate Plan, Annual
Action Plans, Analysis of Impediments,
209-03
CDBG Planning Documents
CD
Assessment of Fair Housing, Consolidated Action
permanent
GC 34090 AD
Planning Drive
and Performance Evaluation Report (CAPER),
Amendments (i.e. notices, actual substantial
amendments, agreements, etc.)
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
2 + 3
Hard Copy
Project files, contracts, proposals, statements,
209-04
CDBG Funding Applications
CD
reports, environmental review, grant documents,
2017 and prior
GC 34090
Planning Drive
selected applications, inventory, plans, regulations
US
Hard Copy
209-05
CDBG Policy Manuals
CD
Procedures and policies
Until Superseded
GC 34090
Planning Drive
300
MANAGEMENT FILES
301
DEPARTMENTAL MANAGEMENT FILES
US
Hard CopyAgendas,
301-02
Conference and Meetings
ALL
outlines, lists, notes, etc.
Until Superseded
GC 34090
Hard Drive
US
Hard CopyProcedures
301-03
Departmental Procedures
ALL
Until Superseded
GC 34090
Hard Drive
US
301-04
Signature Authority & Notices of Appointment
CC
GG 34090
Hard Copy
Delegation of signature authority
Until Superseded
302
REPORTS MANAGEMENT FILES
303
FORMS MANAGEMENT FILES
US
Hard Drive
303-01
Forms (Masters)
ALL
Shell forms
Until Superseded
GC 34090
Laserfiche
304
RECORDS MANAGEMENT FILES
US
Hard Drive
304-01
Filing Systems & Procedures (Includes TUFFS)
CC
Lists
Until Superseded
GC 34090
P
CC Drive
304-02
Department Inventories and Worksheets
CC
Yearly inventory sheets, worksheets
Permanent
GC 34090 AD
Hard copy
Records Destruction Authorization Files and
P
Hard Drive
304-03
CC
Certificates of Destruction
Permanent
Certificates
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard CopyListings
304-06
Department Transfer Lists
CC
of documents transferred to Records
Permanent
GC 34090 AD
Laserfiche
P
CC Drive
304-07
Retention Schedules
CC
Retention schedule (City Council Report)
Permanent
GC 34090 AD
305
RISK MANAGEMENT
P
Hard Copy
305-01
Insurance Policies
ALL
Laserfiche
City Owned Policies
Permanent
GC 34090 AD
EM/RM Drive
3 AS
Hard Copy
2019 and prior years after
305-02
Claims Filed by the City
HR
Refer to Series 704-13 for Claims Against the City
GC 34090
EM/RM Drive
settled
CL + 7
Hard CopyAccidenUlncident
305-03
Accident Reports — City Assets
HR
Reports
2015 and prior closed
GC 34090
EM/RM Drive
Risk Management Reports — Loss Analysis, Safety,
CL + 7
EM/RM Drive
305-04
HR
Accident/incident Reports
2015 and prior closed
etc.
GC 34090
AS + 3
EM/RM Drive
305-05
Self -Insured Documentation
HR
Insurance Policies; Certificate of Consent
2019 and prior after settled
GC 34090
CL + 3
EM/RM Drive
305-06
Incident Reports (Non -employee)
HR
Accident/incident Reports
2019 and prior closed
GC 34090
400
ACCOUNTING, PAYROLL & RETIREMENT
401
ACCOUNTING & REVENUE FILES
Also see Section 409
4 AA
Hard Copy
401-03
General Ledger File/AJE/BJE
FIN
GC 34090
Tyler Eden
Journal and budget adjustments
FY 17/18 and prior
CCP337
Finance Drive
4 AA
Hard Copy
401-06
Accounts Payable
FIN
Tyler Eden
Vendor invoices with check copies, draw files
FY 17/18 and prior
GC 34090
Finance Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
4 AA
Hard Copy
401-07
Accounts Receivable
FIN
Finance Drive
Billing invoices with backup documents
FY 17/18 and prior
GC 34090
Tyler Eden
4 AA
Hard Copy
401-10
Demands & Warrants (checks)
FIN
Tyler Eden
Copies of A/P checks
FY 17/18 and prior
GC 34090
Finance Drive
4 AA
Laserfiche
401-13
List of Demands
FIN
Check listing issued monthly (City Council Report)
FY 17/18 and prior
GC 34090
4 AA
Hard CopyPetty
401-14
Petty Cash Files
FIN
cash receipts with backup documents
FY 17/18 and prior
GC 34090
4 AA
Hard CopySales
401-16
Sales Tax (Also see 409-11)
FIN
tax backup documents
FY 17/18 and prior
GC 34090
Finance Drive
4 AA
Hard Copy
401-19
Quarterly Financial Statements
FIN
GC 34090 &
Laserfiche
Reports of quarterly financials (City Council Report)
FY 17/18 and prior
CCP 337
Finance Drive
4 AA
Hard CopyState
401-20
State Revenues
FIN
of California revenue information
FY 17/18 and prior
GC 34090
Finance Drive
Hard Copy
4 AA
Questica
401-21
Fiscal Analysis
FIN
Finance Drive
Income, balance, cash flow statements
FY 17/18 and prior
GC 34090
4 AA
Hard Copy
401-25
Vouchers and Voucher Register (Cash Disbursement
FIN
CCP 337
Tyler
Daily cash receipt backup documents
FY 17/18 and prior
Journal)
Cashiering
GC 34090
Finance Drive
4 AA
Hard CopyTracking
401-35
Internal Service Funds
FIN
of services and goods
FY 17/18 and prior
GC 34090
Finance Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
4 AA
Hard Copy
401-37
Asset Management Inventory
FIN
Tyler Eden
Fixed assets inventory
FY 17/18 and prior
GC 34090
Finance Drive
402
RECEIPTS & BILLING FILES
4 AA
Hard Copy
402-02
Daily Cash Receipts
FIN
Tyler
Daily cash backup documents
FY 17/18 and prior
GC 34090
Cashiering
Finance Drive
4 AA
Hard Copy
402-05
Permits and Permit Fees
FIN
EnerGov
Listing of permit fees
FY 17/18 and prior
GC 34090
Finance Drive
P
Hard Copy
Business license applications, changes and
renewals
402-06
Business Licenses
FIN
Permanent
EnerGov
GC 34090
Finance Drive
403
CITY BANKING FILES
4 AA
Hard Copy
Copies of Bank Deposits, checks, deposit slips,
403-01
Bank Deposit Files
FIN
FY 17/18 and prior
GC 34090
Finance Drive
direct deposits
4 AA
Hard CopyCopies
403-02
Bank Statements
FIN
of Bank Statements
FY 17/18 and prior
GC 34090
Finance Drive
4 AA
Hard CopyCopies
403-03
Check Stubs, Cancelled/Voided Checks
FIN
of A/P checks and voids
FY 17/18 and prior
GC 34090
Finance Drive
3 AT
Hard Copy
2020 and prior after
403-05
Banking Service Files
FIN
Bank fees file
GC 34090
termination
4 AA
Finance Drive
403-06
Bank Reconciliation
FIN
Monthly bank reconciliation documents
FY 17/18 and prior
GC 34090
4 AA
Hard CopyA/P
403-08
A/P Checks (Numerical Listing)
FIN
checks
FY 17/18 and prior
GC 34090
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
404
PAYROLL FILES
C + 4
Hard Copy
404-01
IRS Forms (W2's, W-4's, EDD, 941, 1099, etc.)
FIN
GC 34090
Finance Drive
Copies of W-2, W-4, payroll reports, 941 reports
2018 and prior
sent to IRS
CFR 1627.3
C + 4
Hard Copy
404-02
Payroll Deductions/Benefit Reports
FIN
GC 34090
Tyler Eden
Payroll reports
2018 and prior
P29 CFR
1627.3
4 AA
Tyler EdenPayroll
404-03
Payroll System Reports
FIN
reports
FY 17/18 and prior
GC 34090
4 AA
Tyler EdenPayroll
404-04
Time Sheets
FIN
timesheets, Time Off Requests
FY 17/18 and prior
GC 34090
4 AA
Hard Copy
404-06
Vacation & Sick Leave
FIN
Finance Drive
Payroll leave report
FY 17/18 and prior
GC 34090
Tyler Eden
4 AA
Tyler EdenPayroll
404-09
Unemployment Compensation Files
FIN
unemployment forms
FY 17/18 and prior
GC 34090
P
Tyler Eden
404-14
PERS — Payroll Deduction Reports
FIN
Payroll pension reports sent to CalPers
Permanent
29 CFR 1627.3
4 AA
Tyler EdenWorkers
404-16
Workers Compensation
FIN
Compensation yearly audit files
FY 17/18 and prior
GC 34090
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
405
BOND FILES
M + 10
Hard Copy
Certificates of participation, distribution lists,
405-01
Bond Issue Maintenance Files
CC, PW
53921 &
M + 10
agreements, amendments, maps
CCP 337.5
P
Hard Copy
405-09
Bonds, Development and Performance
CC, PW
53921 &
Bonds, correspondence, tracking lists
Permanent
CCP 337.5
M + 10
Hard Copy
405-16
Bonds Other
CC
53921 &
Bonds, correspondence, tracking lists
M + 10
CCP337.5
406
AUDIT FILES
P
Hard CopyCity
406-07
City Annual Audit
FIN
Annual Financial Reports Audited
Permanent
GC 34090 AD
Finance Drive
P
Hard CopyCity
406-08
Single Audit
FIN
Annual Financial Reports Audited
Permanent
GC 34090 AD
Finance Drive
P
Hard CopyRDA
406-09
Redevelopment Agency Audit
FIN
Annual Financial Report Audited
Permanent
GC 34090 AD
Finance Drive
Riverside County Transportation Commission/Measure
P
Finance Drive
406-10
FIN
Measure A Annual Audit
Permanent
A Audit
GC 34090 AD
P
Finance Drive
406-11
Other Audits
FIN
Annual Financial Reports Audited
Permanent
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
407
RETIREMENT FILES
4AA
Hard Copy
407-01
Individual Vested Interest Records
FIN
Laserfiche
City investment portfolio records
FY 17/18 and prior
GC 34090
Sempro
Finance Drive
P
Hard Copy457
407-02
Deferred Compensation Plans
HR
Plan Documents
Permanent
GC 34090
HR Drive
P
Hard CopyRetirement
407-04
Retirement Correspondence and Information (PERS)
HR
contract, amendments
Permanent
GC 34090 AD
HR Drive
408
INVESTMENTS FILES
FY Puchase +
Hard Copy
408-04
Investments
FIN
6 Investments, CD deposit information, bonds
FY 14/15 and Prior
GC 34090 AD
4AA
Hard Copy
408-06
Monthly Treasurer's Report
FIN
Laserfiche
City monthly bank reconciliation
FY 17/18 and prior
GC 34090
Sempro
Finance Drive
4AA
Hard CopyInvestment
408-07
Administration
FIN
administration
FY 17/18 and prior
GC 34090
Sempro
4 AA
Hard Copy
State of California Local Agency Investment Fund
408-10
(LAIF)
FIN
Sem ro
p
Investment information
FY 17/18 and prior
GC 34090
Finance Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
409
REVENUE & TAXATION (Also refer to Section 401)
4 AA
Hard Copy
Finance Drive
409-01
Administration
FIN
Tyler Eden
City revenue administration
FY 17/18 and prior
GC 34090
Tyler
Cashiering
P
Hard Copy
Finance Drive
409-04
User Fee Studies
FIN
Tyler Eden
Permanent
GC 34090 AD
Tyler
Cashiering
City User Fee studies
P
Hard Copy
Finance Drive
409-05
Development Impact Fees (DIF)
FIN
Tyler Eden
City Impact Fee studies
Permanent
GC 34090 AD
Tyler
Cashiering
4 AA
Hard Copy
Finance Drive
409-06
Franchise Fees
FIN
Tyler Eden
City Franchise Fees information
FY 17/18 and prior
GC 34090
Tyler
Cashiering
P
Hard CopyCity
409-07
Fee Schedules
FIN
Fees Schedule
Permanent
GC 34090 AD
Finance Drive
4 AA
Hard Copy
Tyler Eden
409-10
Property Tax
FIN
Tyler
City property tax information
FY 17/18 and prior
GC 34090
Cashiering
Finance Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard CopyCity
409-11
Sales Tax (Also refer to series 401-16)
FIN
sales tax information, HDL Reports
Permanent
GC 34090 AD
Finance Drive
4 AA
Hard Copy
409-12
Transient Occupancy Tax (TOT)
FIN
Tyler
City TOT information
FY 17/18 and prior
GC 34090
Cashiering
Finance Drive
P
Hard Copy
409-15
TCSD Fees
FIN
Tyler Eden
TCSD Fees
Permanent
GC 34090 AD
Rec 1
Finance Drive
4 AA
Hard Copy
409-16
Documentary Transfer Tax
FIN
Tyler Eden
City tax information
FY 17/18 and prior
GC 34090
Finance Drive
P
Hard Copy
409-17
Temecula Public Financing Corporation (TPFA)
FIN
Laserfiche
TPFA (City Council Report)
Permanent
GC 34090 AD
Finance Drive
P - Successful
C + 2
Hard Copy
Grants information, applications, project proposals,
Permanent - Successful
409-18
Grants
ALL
Unsuccessful
notification of grant, objectives, reports, exhibits
Unsuccessful - 2020 and
(see also 209-02)
prior
GC 34090 AD
Finance Drive
4 AA
Hard Copy
409-23
Gas Tax
FIN
Tyler Eden
Gas tax revenues
FY 17/18 and prior
GC 34090
Finance Drive
4 AA
Hard Copy
409-24
Vehicle Impound Fee
FIN
Tyler Eden
Vehicle fee information
FY 17/18 and prior
GC 34090
Finance Drive
P
Hard Copy
409-25
Development Agreement Fees
FIN
Tyler Eden
Development Agreement
Permanent
GC 34090 AD
Finance Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard CopyProp
409-27
Jarvis Prop 218
FIN
218 information
Permanent
GC 34090 AD
4 AA
Hard Copy
409-28
County Revenues, Other
FIN
Tyler Eden
County revenue information
FY 17/18 and prior
GC 34090
Finance Drive
4 AA
Hard Copy
409-29
State Revenues, Other
FIN
Tyler Eden
State Revenues information
FY 17/18 and prior
GC 34090
Finance Drive
Data Ticket
4 AC
Tyler Eden
409-31
Parking Legal Citations
FIN
Finance Drive
Parking citations information
2018 and prior after closed
GC 34090
410
ECONOMIC DEVELOPMENT
P
Hard CopyLoan
410-01
Loans & Incentives
ED
information
Permanent
GC 34090 AD
P
ED Drive
410-02
Studies/Research/Demographics & Census
ED
Claritas reports, QLMP
Permanent
GC 34090 AD
C + 2
ED Drive
Agendas, notices, CALED, ICSC, PIO Lunch,
410-03
Meetings/Seminars/Conferences/ Showcases
ED
2020 and prior
GC 34090
Broker's Breakfast, Temecula Trekkers
US
ED Drive
410-05
Temecula Businesses
ED
Creative Spaces Project, correspondence
Until Superseded
GC 34090
US
ED Drive
410-06
Business Development/Projects
ED
Business information
Until Superseded
GC 34090
US
Hard Copy
Application guidelines, applications, funding charts,
410-07
Sponsorship &Funding Requests
ED
Until Superseded
GC 34090
ED Drive
final sponsorship binder
410-08
State of the City Address
CM, ED
P
CM Drive
Script, event information, audio/visual recordings,
permanent
GC 34090 AD
Video
photos, PowerPoint Presentation
C + 2
CM Drive
410-09
Film Permits
CM, ED
GC 34090
Hard Copy
Film permits received from vendor
2020 and prior
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
PERSONNEL, SALARY & BENEFITS,
CLASSIFICATION, RECRUITMENT, TESTING,
500
TRAINING, MEDICAL, COMPLIANCE, SAFETY,
INCENTIVES & AWARDS
501
PERSONNEL RECORDS
S+50
Pre -employment and new hire documentation,
personnel actions, performance evaluations,
training documents, general employment
501-01
Individual Personnel File
HR
GC 34090,
Hard Copy
correspondence, benefits, confidential information
Separation + 50
12946
HR Drive
(medical information, leave of absence
documentation), grievances, administrative
complaints, investigations
US
Hard CopyPersonnel
501-02
Personnel Policy File
HR
policy
Until Superseded
GC 34090
HR Drive
502
SALARY & BENEFITS
P
HR Drive
502-01
Employee Benefit Plans
HR
Cafeteria Plan documents
Permanent
GC 34090 AD
US
HR Drive
502-02
Salary Studies
HR
Salary Studies
Until Superseded
GC 34090
P
HR Drive
502-04
Salary Schedules
HR
Salary Schedules
Permanent
GC 34090 AD
P
HR Drive
Management Compensation Plan (City Council
502-07
Management Compensation Plan
HR
Permanent
GC 34090 AD
Report)
p )
P
HR Drive
City Council Compensation Plan (City Council
502-08
Council Compensation Plan
HR
Permanent
GC 34090 AD
Report)
p )
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
503
PERSONNEL CLASSIFICATION FILES
P
NeoGov
503-01
Classification Specifications
HR
Class Specifications
Permanent
GC 34090 AD
HR Drive
Us
HR Drive
503-02
Classification Studies
HR
Classification Study results
Until Superseded
GC 34090
505
RECRUITMENT
AC + 3
NeoGov
Job applications, position announcements,interview
505 01
Recruitment File (including job application)
HR
2020 and prior after closed
GC 34090
ratings, eligibility list
,
g g y
507
TRAINING FILES
T + 2
HR Drive
2020 and prior after
507-03
Employee Career Development Training Rosters
HR
Training Participant Rosters
GC 34090
termination
T + 2
NeoGov
2020 and prior after
507-04
Safety Training Rosters
HR
Training Participant Rosters
GC 34090
HR Drive
termination
T + 2
NeoGov
2020 and prior after
507-05
Mandated Training Rosters
HR
Training Participant Rosters
termination
GC 34090
HR Drive
508
WORKERS COMP
AT + 50
Hard Copy
CCR 14311;
HR Drive
Individual Workers' Compensation file (Work Status
508-02
Employee Workers Compensation Claims
HR
15400.2;
Reports, DWC-1 Form and Acknowledgement)
50 Years After Termination
CA LC 110-
139.E
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
509
COMPLIANCE FILES
Hard Copy
P
HR Drive
OSIP Report; Section 111 Reporting, CHP
509-05
Compliance Reports (EED, SCO, OSHA, etc.)
HR, PW
PW Drive
Inspection (DOT), Material Safety Data Sheets
Permanent
(MDS)
GC 34090 AD
510
SAFETY FILES
P
EM/RM Drive
510-01
Safety Committee Meeting/Minutes
HR
Agenda, meeting minutes
Permanent
GC 34090 AD
P
EM/RM Drive
510-02
Accident/Safety Investigation Files (OSHA, etc.)
HR
Accident/incident Reports
Permanent
GC 34090 AD
P
EM/RM Drive
510-03
Safety Manual
HR
Safety Manuals
Permanent
GC 34090 AD
P
Hard Copy
Individual DOT Driver File (Test results, DMV
510-05
Department of Transportation DOT Program
HR
Permanent
GC 34090 AD
EM/RM Drive
Reports, Pull Program Authorization, Medical Card)
511
INCENTIVE AND SERVICE AWARDS
P
HR Drive
511-01
Employee Recognition
HR
Service award tracking
Permanent
GC 34090 AD
C + 2
HR Drive
511-02
City Sponsored Employee Activities (Team PACE)
HR
Team PACE event plans, meeting minutes
2020 and prior
GC 34090
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
PURCHASING, CONTRACTING, EQUIPMENT AND
600
SERVICE FILES
601
PURCHASING FILES
SQL Reports
601-01
Purchase Orders
FIN
4 AA
Tyler Eden
Purchase orders, purchase order reports, backup
FY 16/17 and prior
documents
GC 34090
M Drive
Hard Copy
P Successful
Hard Drive
Successful Permanent;
601-03
Bid Files
ALL
Planet Bids
Notice of Inviting Bid (NIB) and unsuccessful bid
Unsuccessful 2018 and
4 Unsuccessful
bonds (CC retains paper)
prior (Successful bid bond
filed with contract)
CCP 337.5
Finance Drive
US
Tyler EdenBid
601-04
Authorization to Purchase other than Bid
FIN
authorization
Until Superseded
GC 6254
3 AA
Tyler EdenRequisition
601-05
Department Requisition File
FIN
file, backup documents
FY 18/19 and prior
GC 34090
US
Finance Drive
601-06
Purchasing Policy and Procedures
FIN
Purchasing policies and procedures
Until Superseded
GC 6254
3 AA
601-08
Vendors Lists
FIN
Listing of vendors
FY 18/19 and prior
GC 34090
Tyler Eden
3 AA
Finance Drive
601-13
Credit Applications
FIN
Credit application
FY 17/18 and prior
GC 34090
Successful:
Hard Copy
AA +5
Successful: 2017 and prior
601-15
RFQs, RFPs and RFI's
ALL
2 Unsuccessful
Hard Drive
Quotes, proposals, exhibits, correspondence
if closed; Unsuccessful:
2020
GC 34090
Planet Bids
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
602
CONTRACTS & AGREEMENTS
Hard Copy
Contracts , Agreements, Amendments, Contract
P
Finance Drive
Agreements, contracts, amendments and contract
602-00
Change Orders and Leases
CC, PW
change orders
Permanent
GC 34090 AD
Laserfiche
Hard Copy
P
Finance Drive
602-01
Franchises
CC
Agreements, Contracts, Amendments
Permanent
GC 34090 AD
Laserfiche
C + 2
Hard CopyGeneral
602-02
Contracts and Agreements General Correspondence
CC
Correspondence
2020 and prior
GC 34090
Finance Drive
US + 4
Hard Copy
Tyler Eden
Certificates of Insurance (Departments maintain
602-05
Vendor Certificates of Insurance
ALL
copies for their records)
Until Superseded + 4
GC 34090
Offsite Vendor
603
INVENTORY SUPPLY FILES & FIXED ASSETS
US + 2
Hard Drive
603-01
Master Inventory of Equipment
FIN, ITSS
Listing of inventory
Until Superseded
GC 34090
C + 2
Hard CopyCity
603-02
Fuel Records File (Gasoline, Oil, etc.)
FIN
revenue administration
2020 and prior
GC 34090
L + 4
Hard Copy
City vehicle title records, registrations, sales
603-03
Vehicle Registration Records
CC, FIN
GC 34090
contract and release correspondence
Life/Sale of Vehicle +4
VC 9900
US
Hard CopyVehicle
603-05
Vehicle Maintenance Policy
PW
maintenance policy
Until Superseded
GC 34090
PW Drive
i
i
i
Hard Copy
i
i
i
603-06
Fleet/Vehicle Maintenance Records
PW
L
PW Drive
All Fleet/Vehicle maintenance records
Life/Sale of Vehicle
I
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
604
SALVAGE AND SURPLUS SALES
C + 2 After
Disposal
Tyler Eden
202 and prior after
604-01
Salvage and Surplus Sales
FIN, PW
Asset surplus
Finance Drive
disposal
GC 34090
PW Drive
605
PUBLICATION AND PRINTING FILES
C + 2
Hard CopyPublication
605-01
Proof of Publication
CC
Approval, Proof of Publication
2020 and prior
GC 34090
EQUIPMENT LOG, SERVICE RECORDS and WORK
606
ORDERS
C + 2 After
606-01
Equipment Instruction, Information and Warranties
ALL
Disposal
Hard Drive
Equipment information pamphlets, books, manuals
and prior after
d
disp
disposal
GC 34090
C + 2 After
606-03
Equipment Service Records & Equipment Maintenance
ALL
Disposal
Hard Drive
Service/Maintenance documentation, logs
2020 and prior after
disposal
disp
d
GC 34090
C + 2
Hard Copy
2020 and Prior - Hard
606-04
Work Orders and Service Requests
PW
Citizen Requests, Service Order Requests
Copies
Lucity
Permanent - Database info
GC 34090
PW Drive
in Lucity
607
SERVICES CONTRACTED
P
Hard Copy
607-02
Misc. Mechanics Lien & Stop Notices
PW
Laserfiche
Preliminary Notices, Stop Notices
Permanent
GC 34090 AD
PW Drive
700
LEGISLATIVE, ELECTIONS & LEGAL FILES
701
LEGISLATIVE FILES
City Council, Agency, Board, Commission &
P
Hard Copy
Agendas, staff reports, exhibits, departmental
701-02
Committee Agendas
CC
GC 34090 AD
Laserfiche
reports
Permanent
Permanent - Read into
P
Hard Copy
Record
701-03
Request to Speak Forms
CC
Speaker Slips, Emails submitted for the record
Electronic
C + 2 - Not read into the
C+2
record (Public Comment)
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
Permanent -Originals may
a
701-04
City Council Ordinances
CC
Ordinances, exhibits, logs
GC 34090(e)
Laserfiche
not destroyed
y
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
City Council, Agency, Board, Commission &
P
Hard Copy
Permanent - Originals may
701-05
CC
Resolutions, exhibits, logs
Committee Resolutions
GC 34090(e)
Laserfiche
not be destroyed
City Council, Agency, Board, Commission and
P
Hard Copy
Permanent - Originals may
701-10
CC
Minutes
Committee Minutes
GC 34090(e)
Laserfiche
not be destroyed
Selected: T + 4
City Council, Board, Committee, Commission &
Selected: Termination +4
701-11
Agency Reference Papers, Applications, Appointments
CC
Not Selected:
Hard Copy
Applications, correspondence
Not Selected: 2020 and
& Resignations
C + 2
prior
GC 34090
Federal & State Legislative Information &
P
Hard Copy
CC
Correspondence
Permanent
701-12
Correspondence
GC 34090 AD
P
Hard Copy
Replace superseded pages;
701-14
Municipal Code
CC
GC 34090(e)
Municipal Code, updates
Code and Insertion Guides
AD
Website
Permanent
Hase ard Cop
701-15
Signed Meeting Cancellation Notices
CC
GC 34090 AD
Notices
Permanent
C + 4
Hard CopyNotices
701-16
Public Hearing Notices
CC
2018 and prior
GC 34090
P
Hard CopyCommittee
701-18
City Seal/Logo
CC
documents, seal, correspondence
Permanent
GC 34090 AD
P
Hard COPY
LAFCO documents, county resolution, studies,
701-19
City of Temecula Articles of Incorporation
CC
Permanent
GC 34090 AD
exhibits
P
CC Drive
701-22
History of Elected/Appointed Officials
CC
List of elected/appointed officials
Permanent
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
702
ELECTION FILES
P
Hard Copy
702-02
Election Historical/Operational Files
CC
Primary/General election correspondence,
Permanent
GC 34090 AD
CC Drive
publications, resolutions, results, etc.
702-04
Miscellaneous Election Ballots
CC
Hard Copy
Proposition 218
Permanent
GC 34090 AD
Successful:
T+4
Hard Copy
702-06
Nomination Files
CC
Nomination Papers
Successful:Term + 4
Unsuccessful:
Unsuccessful: Election +2
E+2
Elected Mayor, City Council
Campaign Statements
P/E + 5/E+7
Hard Copy
members and suppporting
committees: Permanent
Non -Elected (Election + 5) -
702-08
FPPC Form 400 Series & 501
CC
GC 81009 (b)
Laserfiche
FPPC documents
2017 and prior
Misc.
GC 81009 (c)
Net File
Individuals/Committees (E
+ 7) — 2015 and prior
(Must Retain in Paper Form
for 2 Years)
Campaign Disclosure Log
P
CC Drive
702-09
CC
GC 34090 AD
Log
Permanent
P
Hard Copy
702-10
Annexation, Consolidation & Boundary Files
CC
GC 34090(a)
LAFCO documents, reports, recorded maps, notice
Permanent
of intent, correspondence
AD
C + 8 months
Hard Copy
Petition, correspondence, ballot turn in, ballot title, For petition: 8 months after
702-11
Initiatives, Referendums and Recalls
CC
notice of intent
certification of election if on
C + 2
ballot or after final
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
702-12
Misc. Petitions
CC
GC 34090
Hard Copy
Neighborhood petitions
2020 and prior
5 ATR
Hard Copy
GC 53235.2 -
702-13
AB 1234 Ethics Training & AB 1661 Harassment
CC
Ethics GC
Certificate of Proof, Proof of Participation List
2017 and prior
Prevention Training
12950.1,
53237, 53237.5
HP
GC 12950.1,
703
LEGAL
53237 and
53237.5 - HP
CL + 2
Web QA
PRA Requests, correspondence, documents
703-01
Public Records Act Requests (PRA's)
CC
2020 and prior after closed
GC 34090
produced
Requests for Copies of Building Plans/Structural
CC
CL + 2
Hard Copy
Request, Architect Consent Correspondence,
703-02
Drawings
Web QA
Owner Declaration, Postal Cards, Proof of Receipt
2020 and prior
GC 34090
and B & S Letter via CC Dept.
P
Hard Copy
Permanent - Final
703-03
Litigation Against City
CC, HR
Individual Working Files (Claim, Litigation Notices,
documents transferred to
GC 34090
EM/RM Drive
Depositions, Case Status Reports)
City Clerk and retained with
litigation file
C + 4
Hard CopyNotices
703-06
Bankruptcy Filings/Foreclosure Notices
CC
related to contracts
2018 and prior
GC 34090
Laserfiche
C + 2
Hard Copy
703-08
Subpoenas
CC
Subpoena, correspondence, log
2020 and prior
GC 34090
Web QA Portal
P
Hard Copy
Permanent - Final
Individual Working Files (Claim, Litigation Notices,
documents transferred to
703-09
Litigation by City
CC, HR
GC 34090 AD
EM/RM Drive
Depositions, Case Status Reports)
City Clerk and retained with
litigation file
704
LEGAL AFFAIRS FILES
CL + 5
Hard CopyMailings
704-04
Affidavits Files
CC
& Postings
2017 and prior
GC 34090
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
704-05
Judgment Files
CC
Hard Copy
Legal documents, correspondence
Permanent
GC 34090 AD
Statements of Economic Interest
C + 7
Laserfiche
FPPC documents
2015 and prior
FPPC Form 700
704-07
CC
GC 81009(e)(f)
(Must Retain in Paper Form
(g)
for 2 Years)
GC 87200
P
Hard Copy
704-08
Conflict of Interest Code
CC
Permanent
P
704-09
Wage Garnishment & Levies
FIN
Hard Copy
Payroll employee garnishment information
Permanent
GC 34090 AD
CL + 2
Hard Copy
Citations, complaints, officer comments/notes,
Permanent - Database Info
photos, notices, violation lists/reports,
in Energov
704-10
Code Enforcement Case Files
CE
GC 34090 (d)
B & S Drive
nuisance/vehicle/weed abatement records,
2020 and prior closed for
AD
Energov
warrants, demand for payment, invoices and
non energov records
related records
P
Hard Copy
Code cases, reports, correspondence, invoices,
EnerGov
704-11
Code Enforcement Liens
CC, CE
GC 34090 (a)
Laserfiche
photos, liens, warrants, demand payment letters
Permanent
AD
B & S Drive
resolutions and noticing
Hard Copy
City Attorney Correspondence (General) /Closed
C + 2
Office 365
704-12
Session Materials
ALL
Hard Drives
Correspondence, exhibits, reports
2020 and prior
GC 34090
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
3 AS
Claim, exhibits, general correspondence (Refer to
704-13
Claims Against the City
CC
Hard Copy
305-02 for claims filed by the City)
2019 and prior after settled
GC 34090
P
704-15
Notary Public
GC 34090 W
Hard Copy
Notary Bond, Errors & Omissions Policy
Permanent
CC
GC 8289
C + 2
Hard Copy
704-19
Miscellaneous Petitions/Protests (See 702-12 for
CC
GC 34090,
Petitions
2020 and prior
election petitions)
50115
C + 7
Hard Copy
704-22
FPPC Form 800 Series
CC
GC 34090, GC
FPPC documents, backupdocuments
2015 and prior -Must retain
Laserfiche
paper form for 2 years
81009
705
ASSESSMENT/SPECIAL DISTRICTS
P
C + 2 Ballots
705-01
Assessment/Special Districts
CC
GC 34090
Hard Copy
Reports, correspondence, ballots
Permanent
Ballots - C + 2
GC 53753 (e)
(2)
P
Hard Copy
705-05
Temecula Community Services District
FIN
Finance Drive
TCSD Levy
Permanent
GC 34090 AD
Tyler Eden
P
Hard Copy
705-12
Industrial Development Authority (IDA)
FIN
Finance Drive
IDA Levy
Permanent
GC 34090 AD
Tyler Eden
ENGINEERING, CONSTRUCTION, BUILDING AND
800
CAPITAL PROJECTS
801
GENERAL ENGINEERING
P
Hard Copy
801-03
Improvement Plans — Storm Drain
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, le al descri tions
g p
pW Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
801-04
Improvement Plans —Street All Weather Access
p ( )
PW
PW Drive
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
Laserfiche
P
Hard Copy
801-05
Grading Plans
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
802
ENGINEERING AND CONSTRUCTION PERMITS
P
Hard Copy
802-02
Grading Permits
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
Hard Copy
802-05
Encroachment Permits
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
Hard Copy
802-07
Right of Entry
CD, PW
Laserfiche
Document files, court filings, noticing,
permanent
GC 34090 AD
correspondence
PW Drive
P
Hard Copy
802-08
Flood Plain Development Permits
PW
Plans, reports, studies, bonds, agreements,
permanent
GC 34090 AD
Laserfiche
easements, legal descriptions
PW Drive
803
MAP FILES
P
Hard Copy
803-01
Final Tract Maps
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
Hard Copy
803-02
Final Parcel Maps
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
BUILDING PLANS, PERMITS AND
805
SPECIFICATIONS
P
EnerGov
805-01
Sewer Specifications
CD
Procedures and policies
Permanent
GC 34090 AD
Permits Plus
P
EnerGov
805-03
Landscape Specifications
CD, PW
Permits Plus
Procedures and policies
Permanent
GC 34090 AD
Hard Copy
PW Drive
P
Hard Copy
805-04
Regional Standard Drawings and Specifications for
PW
Laserfiche
Standard drawings, standard specifications, plans,
permanent
Public Works
GC 34090 AD
PW Drive
reports, studies, calculations
Website
P
Hard CopyProcedures
805-06
Building Codes
BS
and policies
Permanent
GC 34090 AD
B & S Drive
P
EnerGov
Building permits, plans, applications, contact
Permanent -For life of
805-07
Building Permits
BS
Laserfiche
information, related permit documents and
structure
GC 34090 AD
Permits Plus
database records
P
EnerGov
Architectural/structural drawings, Title 24's,
Permanent - For life of
805-08
Building Plans
BS
GC 34090 AD
Laserfiche
Structural Calculations, tenant improvement plans
structure
H & S 19850
Hard Copy
806
CAPITAL PROJECTS
P
Hard CopyProject
806-01
5-Year Plan
ALL
files, plans, reports
Permanent
GC 34090 AD
Hard Drive
P
Hard Copy
project files, documents, plans, specifications,
806-04
Projects in Progress
PW
Permanent
GC 34090 AD
PW Drive
reports, logs
P
Hard Copy
Project files, documents, plans, specifications,
806-05
Completed Projects
p
PW
Laserfiche
reports
permanent
GC 34090 AD
PW Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
807
INSPECTION FILES
Hard Copy
B & S Drive
P
EnerGov
Permits Plus
Drive
807-01
Inspectors Daily Reports
CD, PW
Inspection reports
Permanent
Permits Plus
Hard Copy
GC 34090 AD
B & S Drive
Laserfiche
PW Drive
P
EnerGov
807-02
Billboard and Sign Files
CD
Permits Plus
Building permits, plans, applications, contact
Permanent
GC 34090 AD
Hard Copy
information, related permit documents
B & S Drive
P
EnerGov
807-03
Deputy Inspectors/City Fee Required
CD
Permits Plus
Contact information, fee information, reports
Permanent
GC 34090 AD
Hard Copy
B & S Drive
900
LABOR RELATIONS FILES
P
HR Drive
901-00
Labor Relations
HR
Employee relations documentation
Permanent
GC 34090 AD
P
HR Drive
901-01
Meet and Confer
HR
Negotiation, resolution documentation
Permanent
GC 34090 AD
Memorandum of Understanding, Management
P
HR Drive
901-02
HR
Employee MOU, Management Compensation Plan
Permanent
Compensation Plan
p
GC 34090 AD
P
HR Drive
901-05
Bargaining Unit Organization Files
HR
Bargaining Unit documentation
Permanent
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
RIGHT-OF-WAY, BOUNDARY AND PROPERTY
1000
FILES
1001
RIGHT-OF-WAY FILES
P
Hard CopyDeeds,
1001-01
Easements Granted BY City
CC
agreements, grants, legal description
Permanent
GC 34090 AD
P
Hard CopyDeeds,
1001-02
Easements Granted BY County
CC
agreements, grants, legal description
Permanent
GC 34090 AD
P
Hard CopyIOD,
1001-03
Irrevocable Offers of Dedication (I.O.D.)
CC
legal description
Permanent
GC 34090 AD
CC
p
Hard Copy
1001-04
Encroachment Files
Agreements
Permanent
GC 34090 AD
P
Hard CopyQuitclaim
1001-05
Quitclaims
CC
Deed
Permanent
GC 34090 AD
P
Hard CopyDeeds,
1001-06
Easement Grant TO City
CC
agreements, grants, legal description
Permanent
GC 34090 AD
1002
PROPERTY FILES
P
Hard CopyGrant
1002-01
Property Acquisition Files
CC
Deeds, agreements
Permanent
GC 34090 AD
P
Hard CopyLease
1002-02
Property Lease Files
CC
agreements
Permanent
GC 34090 AD
P
Hard CopyAgreements,
1002-03
Property Sale Files
CC
escrow documents, correspondence
Permanent
GC 34090 AD
P
Hard CopyRecorded
1002-06
Vacations
CC
resolution, reports
Permanent
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
EnerGov
1002-07
Annexations
CC, CD, CM
Permits Plus
Project files, applications, notices, correspondence
permanent
GC 34090 AD
X Drive
related to project, plans, etc.
Hard Copy
P
Hard CopyRecorded
1002-08
Property Management
CC
resolution, reports
Permanent
GC 34090 AD
P
Hard CopyFinal
1002-10
Eminent Domain Acquisition
CC
Order of Condemnation, deeds
Permanent
GC 34090 AD
P
Hard CopyReports
1002-11
Appraisals
CC
Permanent
GC 34090 AD
Laser -fiche
1003
BOUNDARY FILES
P
EnerGov
Project files, applications, notices, correspondence
1003-01
Boundary Description
y p
CD
GC 34090 AD
Permits Plus
related to project, plans, etc.
permanent
X Drive
P
EnerGov
1003-02
Sphere of Influence
CD
Permits Plus
Project files, applications, notices, correspondence
Permanent
GC 34090 AD
X Drive
related to project, plans, etc.
Hard Copy
1100
PUBLIC SERVICES AND PUBLIC RELATIONS
STREET MAINTENANCE AND IMPROVEMENT
1110
FILES
P
Hard Copy
Plans, reports, studies, bonds, agreements,
1110 01
Street Improvement
PW
Laserfiche
easements, legal descriptions
Permanent
GC 34090 AD
PW Drive
P
Hard Copy
1110-02
Off -Site Plans (Ramps, , Sidewalks, Curbs, etc.
( p
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
g p
PW Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
op Hard Copy
1110-03
Bridges
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
Hard Copy
1110-04
Street Planning
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
1110-05
Street Maintenance and Repairs
PW
Hard Copy
Maintenance and inventory records
Permanent
GC 34090 AD
PW Drive
Lucity
P
Hard Copy
1110-06
Striping Crosswalks, Bike Lanes, etc.
p g ( )
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
Hard Copy
1110-07
Street Names and Signs
PW
Lucity
GIS data base, street sign inventory
Permanent
GC 34090 AD
PW Drive
P
Hard Copy
1110-08
Street Furniture (Bus Benches, etc.)
PW
Lucity
Street maintenance/inventory records
Permanent
GC 34090 AD
PW Drive
P
Hard Copy
1110-09
State Highways & Freeways
PW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
P
Hard Copy
1110-10
Street Inventory
PW, ITSS
GIS System
GIS data base
Permanent
GC 34090 AD
Lucity
PW Drive
P
Hard Copy
1110-11
Medians
PW, ITSS
GIS System
GIS data base, maintenance/inventory records
Permanent
GC 34090 AD
Lucity
PW Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
1110-12
Slopes
PW, ITSS
GIS System
GIS data base, maintenance/inventory records
Permanent
GC 34090 AD
Lucity
PW Drive
P
EnerGov
1110-13
Street Numbering & Naming
CD
GIS data base, lists, maps
Permanent
Permits Plus
GC 34090 AD
X Drive
P
Hard Copy
Plans, reports, studies, bonds, agreements,
1110-14
Detour Plans
PW
GC 34090 AD
Laserfiche
easements, legal descriptions
permanent
PW Drive
1120
STREET LIGHTING FILES
C + 2
Hard Copy
Service Order Requests (SOR's) and SCE
2020 and prior -Originals
1120-02
Street Lighting Maintenance Files
PW
Lucit y
maintenance
are sent to SCE
GC 34090
PW Drive
1130
SPECIAL SERVICES FILES
Volunteer Program Applications (Community Service,
C + 2
Hard Copy
Applications, Minor Consent Forms, TB Test, Live
1130-01
CSD
2020 and prior
etc.)
GC 34090
Volgistics
Scan
P
ar opy
1130-04
Special Events Permits
CSD
EnerGov
Permits
Permanent
GC 34090
CSD Drive
1141
SPECIAL STUDIES FILES
P
Hard Copy
1141-01
Flood Control Studies
PW
Plans, reports, studies, easements, legal
Permanent
GC 34090 AD
Laserfiche
descriptions
PW Drive
P
Hard CopyStudies,
1141-02
Demographic & Statistical Studies
ED
supporting documents
Permanent
GC 34090 AD
ED Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
1150
ANIMAL CONTROL FILES
C + 2
EnerGov
1150-01
Animal Control Correspondence
CE
Permits Plus
Code cases, reports, correspondence, noticing
and prior
GC 34090
B&S Drive
1160
ITRAFFIC CONTROL AND PARKING
P
Hard Copy
1160-01
Traffic Control Files
pW
Laserfiche
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
C + 2
Hard Copy
1160-02
Traffic Studies and Surveys
PW
Laserfiche
Reports, studies
2020 and prior
GC 34090
PW Drive
P
Hard Copy
1160-04
Traffic Requests— Public Inquiry
PW
Lucit y
Plans, reports, studies, bonds, agreements,
Permanent
GC 34090 AD
easements, legal descriptions
PW Drive
C + 5
Hard Copy
1160-06
Traffic Consultants
PW
Laserfiche
Reports, studies
2017 and prior
GC 34090
PW Drive
1161
TRAFFIC MAPS
P
Hard Copy
1161-02
Street Maps
ITSS/PW
GIS System
GIS data base, street improvement plans
Permanent
GC 34090 AD
Laserfiche
PW Drive
P
Hard Copy
1161-03
Speed Survey
PW
Laserfiche
Traffic documents, reports, studies
Permanent
GC 34090 AD
PW Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
1162
TRAFFIC SIGNAL FILES
L
Hard Copy
1162-01
Traffic Signals
ITSS, PW
Lucity
GIS data base, traffic signal plans
Life
GC 34090
PW Drive
L
Hard Copy
1162-02
Traffic Signal Maintenance
PW
GIS System
Reports, service maintenance records, PM, Service
Life
GC 34090
Lucity
Order Requests
PW Drive
1163
PARKING FILES
1163-01
Park and Rides
CC
GC 34090
Hard Copy
Correspondence
2020 and prior
1170
SANITATION, SEWERS & STORMDRAINS
US
Hard CopyGeneral
1170-09
Storm Drains and Flood Control
CC
correspondence, updates
Until Superseded
GC 34090
1180
PUBLIC RELATIONS FILES
P
Hard Copy
Incorporation news clippings, historical press
1180-02
Historical Documents
ALL
GC 34090
Hard Drive
releases
Permanent
C + 2
MyCivic
1180-03
Public Inquiry and Complaints (Except Consumer)
ALL
GC 34090,
Office 365
General correspondence
2020 and prior
945.6
CCP 338, 342
Hard Copy
P
Hard CopyAgendas,
1180-06
Public Ceremony Files
CM
outlines
Permanent
GC 34090 AD
C + 2
Hard CopySurveys,
1180-08
Public Questionnaires/Surveys
CM, CSD
summaries, results, reports
2020 and prior
GC 34090
Hard Drive
P
Hard CopyNewsletters
1180-09
Municipal Newsletter
CM
Permanent
GC 34090 AD
Hard Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard CopyListings
1180-10
Donations TO the City
CC
of donated items
Permanent
GC 34090 AD
C + 2
Hard CopyGeneral
1180-11
Organizations and Clubs, General
CM, CSD
correspondence
2020 and prior
GC 34090
C + 2
Hard CopyCopies
1180-12
Community Education
CSD
of print collateral, media files
2020 and prior
GC 34090
Hard Drive
C + 2
Hard CopyPress
1180-13
Special Events and City Sponsored Events
CM, CSD
releases, permits, supporting documentation
2020 and prior
GC 34090
Hard Drive
C + 2
Hard CopyPress
1180-14
City Promotional Campaign
CM, CSD
releases, collateral
2020 and prior
GC 34090
Hard Drive
P
Hard CopyLetters,
1180-16
Sister City Program
CM, CSD
itinerary, items of historical significance
Permanent
GC 34090 AD
Hard Drive
US + 2
Hard CopyPublications,
1180-18
City Publications & Brochures
ALL
brochures, postal cards, etc.
Until Superseded + 2
GC 34090
Hard Drive
P
Hard Copy
Reports delivered in conjunction with City business
1180-20
Speeches
CM
speech outlines (retain items of historical
Permanent
GC 34090 AD
Hard Drive
significance)
PUBLIC UTILITIES, COMMUNICATIONS, AND
1200
TRANSPORTION FILES
1201
GENERAL UTILITIES FILES
P
Hard CopyAgreement
1201-01
Public Utilities Commission
CC
Permanent
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
FILE
NUMBER
RECORD CATEGORY
OFFICE OF
RECORD
RETENTION
&
LEGAL
CITATION
RECORDS
LOCATION
DOCUMENT/RECORD TYPE(S)
RETENTION &
APPROVED
DESTRUCTION DATES
OF RECORDS
(Updated each January)
1202
GAS AND ELECTRIC FILES
1202-01
Franchise Files
CC
P
GC 34090 AD
Hard CopyFranchise
Laserfiche
documentation
Permanent
1202-03
Easements Granted TO Southern California Edison
CC
P
GC 34090 AD
Hard CopyCorrespondence,
Laserfiche
recorded documents, exhibits
Permanent
1203
RADIO FILES
1203-01
Radio Station License
CC
AE+2
GC 34090
Hard Copy
License
AE + 2
1205
TELEPHONE FILES
1 `1�
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Hard Cop
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2020- and --prier
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G + 2
GC 34090
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2020 and prier
1206
CABLE TELEVISION FILES
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1206 07
Cable TV French',- REMOVE- add to agreements
fT&S
GC 34090 AD
Hard Copy
Correspondence agreements, exh'h'4c
Permarlen+
1207
TRANSPORTATION FILES
1207-05
Regional Issues
CM, PW
C + 2
GC 34090
Hard Copy PW Drive
Meeting agendas
2020 and prior
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
DESTRUCTION DATES
&
LOCATION
OF RECORDS
LEGAL
(Updated each January)
CITATION
1300
PUBLIC SAFETY FILES
1301
PUBLIC SAFETY
C + 2
Hard CopyCorrespondence,
1301-01
Law Enforcement
CM
enforcement documentation
2020 and prior
GC 34090
C + 2
EnerGov
1301-02
Public Safety, General
CD, CM
Permits Plus
Code cases, reports, correspondence, noticing
2020 and prior
GC 34090
B&S Drive
C + 2
EnerGov
AVA Quarterly Reports, reimbursement
1301-08
Abandoned Vehicles & Houses
CD
Permits Plus
documents, correspondence, noticing
2020 and prior
GC 34090
B&S Drive
C + 2
Hard CopyCorrespondence,
1301-13
Border Patrol
CC, CM
enforcement documentation
2020 and prior
GC 34090
1302
FIRE DEPARTMENT
P
Hard Copy
Project files, applications, notices, correspondence
1302-06
Fire Department Facilities
p
FP
GC 34090 AD
Laserfiche
related to project, plans, etc.
Permanent
FP Drive
P
Hard Copy
Project files, applications, notices, correspondence
1302-08
Fire Permit Files
FP
GC 34090 AD
EnerGov
related to project, plans and database records
Permanent
Permits Plus
Laserfiche
PARKS, RECREATION, ENVIRONMENTAL AND
1400
EDUCATION FILES
1401
PARKS AND FACILITIES
Community Service Rules & Regulations (Council
P
Hard Copy
1401-00
CSD
Ordinances, resolutions
Permanent
Adopted)
GC 34090 AD
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
City Facilities and Parks Reports, Studies &
P
Hard Copy
1401-01
CC, CSD
Reports, studies, summaries and regulations
Permanent
Regulations
GC 34090 AD
Recreation Forms (Activity Registrations, Park/Facility P
Hard Copy
1401-10
CSD
Forms, rosters
Permar.
Rentals, Sign -In Sheets, Rosters, etc.)
GC 34090
CivicRec
1402
CULTURAL RECREATION FILES
1403
ENVIRONMENTAL FILES
P
Hard Copy
1403-01
Community Design Manual
CD
Planning Drive
Manual
Permanent
GC 34090 AD
X Drive
P
Hard Copy
1403-02
Landscaping Guidelines
CD
Planning Drive
Guidelines
Permanent
GC 34090 AD
X Drive
P
Hard Copy
1403-03
Air Pollution/Air Element
CD
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
P
Hard Copy
1403-04
Archaeological Surveys
CD
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
P
Hard Copy
1403-07
Resource Conservation Areas
CD
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
P
Hard Copy
1403-08
Energy Conservation
CD
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
1403-09
City -Wide Clean-up Campaigns
CD
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
Hard Copy
P
Planning Drive
Reports, studies, surveys, environmental
1403-10
Noise Pollution
CD
X Drive
documents
Permanent
GC 34090 AD
P
Hard Copy
1403-11
Tree Trimming and Removal
PW
Lucit y
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
documents
PW Drive
P
Hard Copy
1403-12
Recycling
CD
Planning Drive
Reports, studies, surveys, environmental
documents
Permanent
GC 34090 AD
X Drive
P
Hard Copy
1403-13
Safe Drinking Water Act
CD
Hard Copy
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
P
Hard Copy
1403-14
Congestion Management
CD
Hard Copy
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
1403-15
Stephen's Kangaroo Rat Mitigation
p g g
CD
Planning Drive
Reports, studies, surveys, environmental
documents
permanent
GC 34090 AD
X Drive
P
Hard Copy
1403 16
Multi -Species Habitat Conservation Plan
p
CD
Planning Drive
Reports, studies, surveys, environmental
documents
permanent
GC 34090 AD
X Drive
P
Hard Copy
1403-17
CEQA
CD
Reports, studies, surveys, environmental
permanent
GC 34090 AD
Planning Drive
documents
X Drive
P
Hard Copy
1403 18
Landfills
CD
Planning Drive
Reports, studies, surveys, environmental
documents
permanent
GC 34090 AD
X Drive
P
Hard Copy
1403-19
Erosion Control Plans
CD
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Planning Drive
documents
X Drive
P
Hard Copy
1403 20
Earthquake Standards/Hazardous Buildings
4 g
CD
Pl
Planning Drive
Reports, studies, surveys, environmental
documents
permanent
GC 34090 AD
X Drive
P
Hard Copy
1403-21
Mining Projects
CD
Planning Drive
Reports, studies, surveys, environmental
documents
Permanent
GC 34090 AD
X Drive
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
P
Hard Copy
1403-22
Federal Endangered Species Act FESA
g p ( )
CD
Planning Drive
Reports, studies, surveys, environmental
documents
permanent
GC 34090 AD
X Drive
P
X Drive
1403-23
Santa Ana Watershed Project Authority
CD
Planning R
Reports, studies, surveys, environmental
Permanent
GC 34090 AD
Drive
documents
Paper
P
Hard Copy
1403-24
Environmental Pests
CD
Planning Drive
Reports, studies, surveys, environmental
documents
permanent
GC 34090 AD
X Drive
1405
EDUCATION FILES
C + 2
Hard CopyGeneral
1405-01
Temecula Valley Unified School District
CM
correspondence
2020 and prior
GC 34090
C + 2
Hard CopyGeneral
1405-02
Universities, College & Higher Education
CM
correspondence
2020 and prior
GC 34090
C + 2
Hard Copy
1405-03
Charter, Private, Public & Christian Schools
CM
General correspondence
2020 and prior
GC 34090
Exhibit A
City of Temecula
Records Retention Destruction Schedule WORKING DRAFT
Adopted by City Council Resolution No. 2023-_, January, 2023 RECORD
SERIES
OFFICE OF
RETENTION &
RECORD CATEGORY
RETENTION
RECORDS
DOCUMENT/RECORD TYPE(S)
FILE
RECORD
APPROVED
NUMBER
&
LOCATION
DESTRUCTION DATES
OF RECORDS
LEGAL
(Updated each January)
CITATION
GOVERNMENT ORGANIZATIONS AND OFFICES:
1500
INTERNATIONAL, NATIONAL AND LOCAL
International, National and Local Government
C + 2
Hard Copy
1500-01
ALL
General correspondence
2020 and prior
Organizations & Offices
GC 34090
1501
UNITED STATES OFFICES AND ORGANIZATIONS
C + 2
Hard CopyGeneral
1501-01
United States Offices & Organizations
ALL
correspondence
2020 and prior
GC 34090
1502
CALIFORNIA OFFICES AND ORGANIZATIONS
C + 2
Hard CopyGeneral
1502-01
California Offices & Organizations
ALL
correspondence
2020 and prior
GC 34090
1503
REGIONAL ORGANIZATIONS
C + 2
Hard CopyGeneral
1503-01
Regional Organizations
ALL
correspondence
2020 and prior
GC 34090
1504
RIVERSIDE COUNTY FILES
C + 2
Hard CopyGeneral
1504-01
Riverside County Offices
ALL
correspondence
2020 and prior
GC 34090
Item No. 8
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: January 10, 2023
SUBJECT: Approve Agreement for the Community Wildfire Protection Program (LR21-1331) PREPARED BY: Brandon Rabidou, Principal Management Analyst RECOMMENDATION: That the City Council approve the agreement with SWCA Incorporated dba SWCA Environmental Consultants for the Community Wildfire Protection Program in the amount of $296,026 and approve an appropriation and corresponding grant reimbursement revenue of $378,000 from CalFire to establish the Community Wildfire Protection Plan Capital Improvement Project.
BACKGROUND: A request for proposal (RFP) was placed on the City's online bidding system (Planet Bids) to provide for the Community Wildfire Protection Program project on June 20, 2022. SWCA Environmental Consultants was awarded the contract after a review of the proposals. The term of this agreement is until June 30, 2024.
FISCAL IMPACT: The City was awarded $378,000 from CalFire (CalFire Grant Number 5GG20167) for the Community Wildfire Protection Program. This agreement and services will be fully funded by this grant.
ATTACHMENTS: 1. Agreement
2. CIP Budget Sheet
AGREEMENT FOR CONSULTANT SERVICES BETWEEN
CITY OF TEMECULA AND SWCA ENVIRONMENTAL CONSULTANTS
COMMUNITY WILDFIRE PROTECTION PROGRAM (CWPP) (LR21-1331) THIS AGREEMENT is made and effective as of January 10, 2023, between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and SWCA Incorporated dba SWCA Environmental Consultants, a Corporation, (hereinafter referred to as "Consultant"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:
TERM
This Agreement shall commence on January 10, 2023, and shall remain and continue in effect until tasks described herein are completed, but in no event later than August 31, 2024 unless sooner terminated pursuant to the provisions of this Agreement.
The City may, upon mutual agreement, extend the contract for one (1) additional one (1) year term. In no event shall the contract be extended beyond August 31, 2025.
2. SERVICES
Consultant shall perform the services and tasks described and set forth in Exhibit A, attached hereto and incorporated herein as though set forth in full. Consultant shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A.
3. PERFORMANCE
Consultant shall faithfully and competently exercise the ordinary skill and competence of members of their profession. Consultant shall employ all generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement.
4. PAYMENT
a. The City agrees to pay Consultant monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. This amount shall not exceed two hundred ninety-six thousand twenty-six dollars and zero cents ($296,026.00), for the total term of this agreement .
b. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Manager .
Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Consultant at the time City's written authorization is given to Consultant for the performance of said services.
08/09/2021
C. Consultant will submit invoices monthly for actual services performed.
Invoices shall be submitted between the first and fifteenth business day of each month, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non -disputed fees. If the City disputes any of Consultant's fees, it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. For all reimbursements authorized by this Agreement, Consultant shall provide receipts on all reimbursable expenses in excess of Fifty Dollars ($50) in such form as approved by the Director of Finance.
5. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein.
6. DEFAULT OF CONSULTANT
a. The Consultant's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant's control, and without fault or negligence of the Consultant, it shall not be considered a default. b. If the City Manager or his delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Consultant with written notice of the default. The Consultant shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
7. OWNERSHIP OF DOCUMENTS
a. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records, shall give City the right to 08/09/2021
examine and audit said books and records, shall permit City to make transcripts there from as necessary, and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. b. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files containing data generated for the work, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files containing data generated for the work, Consultant shall make available to the City, upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring and printing computer files.
8. INDEMNIFICATION
The Consultant agrees to defend, indemnify, protect and hold harmless the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, its officers, officials, employees and volunteers from and against any and all claims, demands, losses, defense costs or expenses, including attorney fees and expert witness fees, or liability of any kind or nature which the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, its officers, agents, employees or volunteers may sustain or incur or which may be imposed upon them for injury to or death of persons, or damage to property arising out of Consultant's negligent or wrongful acts or omissions arising out of or in any way related to the performance or non- performance of this Agreement, excepting only liability arising out of the negligence of the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency.
9. INSURANCE REQUIREMENTS
a. 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.
b. Minimum Scope of Insurance. Coverage shall be at least as broad as:
1) Insurance Services Office Commercial General Liability form No. CG 00 01 11 85 or 88.
2) Insurance Services Office Business Auto Coverage form CA 00 01 06 92 covering Automobile Liability, code 1 (any auto). If the Consultant owns no automobiles, a non -owned auto endorsement to the General Liability policy described above is acceptable. 3) Worker's Compensation insurance as required by the State of California and Employer's Liability Insurance. If the Consultant has no employees while performing under this Agreement, worker's compensation insurance is not required, but Consultant shall execute a declaration that it has no employees. 4) Professional Liability Insurance shall be written on a policy form providing professional liability for the Consultant's profession. 08/09/2021
C. Limits of Insurance. Consultant shall maintain limits no less than:
1) General Liability: One Million ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
2) Automobile Liability: One Million ($1,000,000) accident for bodily injury and property damage.
3) Worker's Compensation as required by the State of California; Employer's Liability: One Million Dollars ($1,000,000) per accident for bodily injury or disease. 4) Professional Liability Coverage: One Million Dollars ($1,000,000) per claim and in aggregate.
d. Deductibles and Self -Insured Retentions. Any deductibles or self -insured retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000). e. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:
1) The City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees and volunteers are to be covered as insured's, as respects: liability arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers.
2) For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees and volunteers. Any insurance or self -insured maintained by the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, its officers, officials, employees or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City of Temecula, the Temecula Community Services District, and the Successor Agency to the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers.
4) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5) Each insurance policy required by this agreement shall be endorsed to state in substantial conformance to the following: If the policy will be canceled before the expiration date the insurer will notify in writing to the City of such cancellation not less than thirty (30) days' prior to the cancellation effective date.
08/09/2021
6) If insurance coverage is canceled or, reduced in coverage or in limits the Consultant shall within two (2) business days of notice from insurer phone, fax, and/or notify the City via certified mail, return receipt requested of the changes to or cancellation of the policy.
f. Acceptabillty of Insurers. Insurance is to be placed with insurers with a current A.M. Best rating of A-:VII or better, unless otherwise acceptable to the City. Self insurance shall not be considered to comply with these insurance requirements. g. Verification of Coverage. Consultant shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to be on forms provided by the City. All endorsements are to be received and approved by the City before work commences. As an alternative to the City's forms, the Consultant's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications.
10. INDEPENDENT CONTRACTOR
a. Consultant is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City.
Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.
b. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder.
11. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.
12. RELEASE OF INFORMATION
a. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written authorization. Consultant, its officers, employees, agents or subcontractors, shall not without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project 08/09/2021
or property located within the City. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. b. Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under or with respect to any project or property located within the City. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.
13. NOTICES
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice. Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above.
Mailing Address: City of Temecula
Attn: City Manager
41000 Main Street
Temecula, CA 92590
To Consultant: SWCA Environmental Consultants
Attn: Angela Chongpinitchai
60 Stone Pine Road, Suite 100
Half Moon Bay, CA 94019
14. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. Upon termination of this Agreement, Consultant's sole compensation shall be payment for actual services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between the City Council and the Consultant.
15. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.
16. GOVERNING LAW
The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in 08/09/2021
the municipal, superior, or federal district court with geographic jurisdiction over the City of Temecula. In the event such litigation is filed by one party against the other to enforce its rights under this Agreement, the prevailing party, as determined by the Court's judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief granted.
17. PROHIBITED INTEREST
No officer, or employee of the City of Temecula that has participated in the development of this agreement or its approval shall have any financial interest, direct or indirect, in this Agreement, the proceeds thereof, the Consultant, or Consultant's sub -contractors for this project, during his/her tenure or for one year thereafter. The Consultant hereby warrants and represents to the City that no officer or employee of the City of Temecula that has participated in the development of this agreement or its approval has any interest, whether contractual, non - contractual, financial or otherwise, in this transaction, the proceeds thereof, or in the business of the Consultant or Consultant's sub -contractors on this project. Consultant further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement.
18. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.
19. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant warrants and represents that he or she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. The City Manager is authorized to enter into an amendment on behalf of the City to make the following non -substantive modifications to the agreement: (a) name changes; (b) extension of time; (c) non -monetary changes in scope of work; (d) agreement termination. 08/09/2021
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.
CITY OF TEMECULA
By:
Zak Schwank, Mayor
ATTEST:
By
Randi Johl, City Clerk
APPROVED AS TO FORM:
By
SWCA INCORPORATED
By:
r
Denis Henry V
Chief Financial Officer
By:
Joseph J Fluder III, MS
Chief Executive Officer/President
Peter M. Thorson, City Attorney CONSULTANT
SWCA Environmental Consulting, Inc.
Angela Chongpinitchai
60 Stone Pine Road, Suite 100
Half Moon Bay, CA 94019
301-367-1572
[email protected]
City Purchasing Mgr.
Initials and Date:
8 08/09/2021
EXHIBIT A
Tasks to be Performed
All tasks to be performed are per the proposal provided by the Consultant attached hereto and incorporated herein as though set forth in full. 08/09/2021
EXHIBIT B
Payment Rates and Schedule
Cost for services shall be as per Contractors proposal attached hereto and incorporated herein as though set forth in full but in no event shall the total cost of services exceed $296,026.00 for the total term of the Agreement unless additional payment is approved as provided in the Payment section of this Agreement.
10 08/09/2021
CITY OF TEMECULA
COMMUNITY WILDFIRE
PROTECTION PROGRAM
JULY 22, 2022
SUBMITTED BY
SWCA Environmental Consultants
3838 Camino Del Rio North, Suite 200
San Diego, CA 92108
SWCA 3836 Camino Del Rio Norlh, Suite 220
San Diego, California 92108
www swm.com
ENVIRONMENTAL CONSULTANTS
2136 Sound Science. Creative Solutions
July 22, 2022
Mark Collins, Assistant Planner
City of Temecula
Department of Development
41000 Main Street
Temecula, California 92590
Submitted via Planet8ids
Re: Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program
Dear Mr. Collins and Temecula Selection Committee
SWCA Environmental Consultants (SWCA) is pleased to submit our proposal to develop a strategic, comprehensive Wildfire Prevention Plan and Community Wildfire Protection Plan (CWPP) for the City of Temecula (City), focusing on the Temecula Creek project area. Our CWPP scope has been developed in accordance with the Healthy Forests Restoration Act, National Cohesive Wildland Fire Management Strategy and California Department of Forestry and Fire Protection (CAL FIRE) guidelines for California Climate Investments (CCI) grant projects.
SWCA is well-acquainted with regions of California that have experienced recent large, severe wildfires and that need a comprehensive Wildfire Prevention Plan and CWPP to determine effective, prioritized wildfire mitigation and fuels reduction projects tailored to qualify for federal and state funding. We are positioned to execute these plans with all the requirements set forth in the Request for Proposals (RFP). Our team's diverse capabilities — including fire and fuels planning, wildfire behavior modeling, natural and cultural resources management, watershed analysis, public outreach and education, and environmental compliance through the California Environmental Quality Act (CEQA) and application of the California Vegetation Treatment Program (CaIVTP) for hazardous fuels reduction —qualify us to support the City in wildfire resilience efforts and reduction of greenhouse gas emissions (GHG). SWCA understands the criticality of this comprehensive CWPP that is intended to serve as a planning model for other at -risk communities within the City to mitigate the impacts of wildfires in the wildland urban interface (WUI) and to valued natural and cultural resources.
For more than 17 years, SWCA has provided natural and cultural resources management and planning services related to wildfire and forest management, including developing more than 45 CWPPs to support counties and towns in wildfire planning and mitigation efforts. The Fire and Forestry Team at SWCA has completed over 90 projects across 26 different states, ranging from fire management plans to post -fire restoration and rehabilitation activities. Our deep bench of experienced and qualified personnel allows us to competently bring any sized project to completion within budget and timeline. Using a combination of fire ecology, natural resources management, and environmental planning, SWCA staff can easily prepare wildfire risk assessments that examine both open space and community fire hazards, feeding into strategic risk mitigation and fuels reduction recommendations. The expertise of our in-house specialists is key to developing a comprehensive and innovative approach to the City's wildfire and fuels challenges in the project area using sound science and creative solutions.
Our enclosed proposal is valid for a 90-day period. Details of proposed tasks and costs can be found in Appendix B. SWCA's Department of Industrial Relations (DIR) contractor registration can be found in Appendix C. Any questions or correspondence regarding our proposal during the review and evaluation process should be directed to proposed Project Manager Angela Chongpinitchai at (301) 367-1572 or [email protected]. For contract negotiation between the City and SWCA, please contact Southern California Vice President John Dietler at (626) 240-0587 or [email protected].
Thank you for providing us with the opportunity to support development of these plans. We would be honored to work with the City and all interested parties to develop a defensible, action -oriented plan in a timely and streamlined manner to address current and future wildfire risks. All required supplemental materials per the RFP have been provided within the appendices of this proposal. We look forward to further discussing our qualifications and to assist with the development of this important community plan.
Sincerely,
Angela Chongpinitchai
Project Manager/ Senior Fire Planner
60 Stone Pine Road, Suite 100
Half Moon Bay, California 94019
(301) 367-1572
angela. chongpi n itch ai (cbswca. corn
John Dietler
Southern California Vice President
3838 Camino Del Rio North, Suite 220
San Diego, California 92108
(626) 240-0587
STemecula� ]� ]�� I Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire V V Prevention Plan and Community Wildfire Protection Program
CONTENTS
r •� A `
M
QUALIFICATIONS AND EXPERIENCE.........................................................................................1 ServiceArea Experience......................................................................................................................................... 1 ProjectExperience.................................................................................................................................................10 ContactInformation...............................................................................................................................................14 KeyPersonnel........................................................................................................................................................14 References..............................................................................................................................................................18 Licenses..................................................................................................................................................................18 SafetyRecord.........................................................................................................................................................19 Litigation................................................................................................................................................................. 20 TECHNICAL APPROACH AND TIMELINE..................................................................................21 ProjectUnderstanding.......................................................................................................................................... 21 TechnicalApproach............................................................................................................................................... 21 Phase 1. Kick -Off and Data Gathering.............................................................................................................. 22 Phase 2. Community Engagement.................................................................................................................... 23 Phase 3. CWPP and Comprehensive Prevention Plan..................................................................................... 24 Phase 4. Environmental Compliance, Natural and Cultural Resources............................................................ 27 PRICE............................................................................................................................................ 31 APPENDIX A: KEY PERSONNEL RESUMES
APPENDIX B: PRICE
APPENDIX C: DIR CONTRACTOR REGISTRATION
Page I i
SWCA
I Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program �,�
QUALIFICATIONS AND
EXPERIENCE
SERVICE AREA EXPERIENCE
A 100% employee -owned corporation established in 1981 and incorporated in 1984, SWCA Environmental Consultants (SWCA) has provided environmental planning, regulatory compliance, and natural and cultural resource management services to businesses and government clients across the United States. We work to understand the full life cycle of each project, from its early inception to completion. In the face of rapid environmental, economic, and societal changes, SWCA provides a comprehensive approach to the challenges your staff face. We offer a focused suite of environmental consulting services combined with regional knowledge, professionalism, customer focus, and high -quality service. We apply our motto "Sound Science, Creative Solutions" to each of our projects, producing defensible technical results that ensure project success.
SWCA offers the size and stability of a larger company and the responsiveness of a local firm. With six California offices, including nearby San Diego and Pasadena, and distributed employees throughout the state, we have the local presence and knowledge to work on environmental issues alongside cities and invested stakeholders.
The following sections highlight our experience and capabilities to provide the full range of services listed in the Request for Proposals. We feel extremely well suited and prepared to execute all task orders the City of Temecula (City) may issue under this solicitation.
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program
WILDFIRE RESILIENCE AND FUELS MANAGEMENT
Fire Management Planning and Modeling
For more than 17 years, SWCA has provided natural
and cultural resources management and planning
services related to wildfire and forest management.
We have developed more than 45 Community
Wildfire Protection Plans (CWPPs) across the United
States and have assisted many communities in
coordinating Firewise programs.
Our CWPPs are intended to effectively evaluate fire
risk and recommend priority actions to reduce the
severity or risk of wildland fires. We take a
comprehensive approach by connecting fire risk
modeling and mapping, public involvement strategies,
project development and implementation, and
sustainability initiatives to better prepare
communities. Our focus is on creating actionable
plans that are tailored to each jurisdiction, providing direction and guidance for wildfire mitigation on both
public and private lands.
SWCA has completed multiple fire management
plans (FMPs) and accompanying National
Environmental Policy Act (NEPA) documents for the
National Park Service (NPS) and hazardous fuels
reduction planning and accompanying NEPA
documents for U.S. Forest Service (USFS) and
Bureau of Land Management (BLM) projects across
the United States.
Our fire planning specialists have considerable
experience that we can apply to the development of
fuels reduction projects including developing risk
assessments utilizing the Interagency Fuel Treatment
Decision Support System (IFTDSS), FARSITE,
FlamMap, and BehavePlus. Our team routinely works
with stakeholders to analyze fuel composition and
loading and develop and delineate fuel treatment
recommendations to mitigate wildfire hazard and risk.
This information is captured spatially and
incorporated into a geodatabase.
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STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Vegetation and Forest Health Management Planning
Since 2004, SWCA has been involved in pre -fire fuels mitigation planning and post -fire restoration projects, working with public and private partners to address wildfire hazards through vegetation management. We work with various agencies, organizations, and private landowners to help secure funding, plan vegetation management, assess post -fire vegetation recovery, and develop engineering plans for erosion control and hydrological processes with recommended actions. SWCA can also provide extensive pre -fire planning services that use fire behavior modeling and geomorphological modeling to identify natural resources and infrastructure that is vulnerable to extreme fire behavior. Recently, SWCA prepared a vegetation management plan (VMP) for the Town of Los Gatos roadways and open space areas. This VMP seeks to balance the preservation of existing natural resources and the safety of the built environment in the event of a wildfire.
SWCA staff are also very familiar with the California Vegetation Treatment Program (CaIVTP) and associated programmatic environmental impact report SWCA was retained to assist with the post (PEIR) to streamline the California Environmental Quality Act (CEQA) efforts for fire restoration following the Ojo Peak vegetation management programs for wildfire reduction throughout California. In Wildfire in New Mexico fact, SWCA is one of only a handful of firms that have successfully navigated streamlined environmental analyses under the CaIVTP PEIR, with two completed projects to date and a third currently in progress. SWCA understands the standard project requirements (SPRs) and treatments in the CaIVTP to ensure fuels treatment recommendations align with these requirements to ensure a streamlined CEQA process. We are also proficient in the use of the Project - Specific Analysis (PSA) process to determine if a vegetation treatment program falls under the PEIR for the CaIVTP in both State Responsibility Areas (SRAs) and Local Responsibility Areas (LRAs).
I had a great conversation with CAL
In addition, we have familiarity with Federal Emergency Management OES. They were very happy with the
Agency (FEMA) categorical exclusions and the Final PEA for Typical comprehensive VMP that we provided.
Recurring Actions Resulting from Fire, Flood, Earthquake, Rain, and Wind — Matt Morley, Town of Los Gatos Parks
Disasters in California to assist in streamlining the NEPA process for and Public Works Director, Los Gatos
vegetation management programs for wildfire reduction throughout Vegetation Management Plan
California
Our crews have provided forest inventory and analysis services over large swaths of forest and woodlands, assessing forest stand structure, vegetation composition, and condition. We work with partners to assess watershed and forest health, carrying out hundreds of forest stand exams to determine recommendations to address vulnerability of forests to disturbances, including wildfire, drought, insect, and disease.
Geographic Information Systems
SWCA's objective is to provide seamless integration of geospatial information with planning, management, and decision needs. Our geospatial technology professionals have great experience and knowledge in geospatial data creation, analysis, visualization, reporting, mapping, and web and mobile application development, and are proficient with industry -standard geographic information system (GIS) software. SWCA's GIS team possesses a wide range of expertise in spatial analysis, photogrammetry, drone and unmanned aircraft systems, remote sensing, and programing/scripting, and in the use and customization of ESRI web and mobile data collection apps, such as ArcGIS Collector, Survey123, and Workforce. In addition, our GIS specialists can create comprehensive geodatabases that can be utilized by our clients to track changing field conditions and the effectiveness of project implementation and maintenance over time. Our SWCA Fire GIS Team comprises individuals with expertise in fire behavior modeling and risk and hazard assessment processes in support of our fire planning work.
STemeculaWCA
j Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program ArcGIS Story Mapping
SWCA has developed story maps for CWPPs to provide a web -based tool for illustrating data -rich, science -based information and engaging the public to receive and provide information in an easy -to -use centralized interface. Story maps are easily accessible and navigable platforms for a broader demographic engagement within a community.
They provide opportunities for public education and outreach, public involvement and comment submittal, information regarding baseline conditions, and project updates and timelines. We also use ArcGIS Hub sites and other web mapping applications to support our fire work, such as developing a wildfire readiness and recovery web decision support tool to assist agencies in preparing for and responding to wildfire.
SWCA understands how GIS web mapping technology, specifically story maps, can be used as an effective tool to increase and strengthen meaningful opportunities for public engagement and outreach related to community wildfire protection planning. GIS web story maps allow us to combine authoritative maps with text, images, and multimedia content to engage and inspire your audience.
Please see this example of a hub and story map we have created for the City of Corona CWPP: V click for
FACILITATION AND PUBLIC INVOLVEMENT website
SWCA routinely provides community relations, facilitation, and public involvement services for our fire planning projects, either as standalone services or part of the CEQA or NEPA process. In today's climate of environmental awareness, our clients deal with increasingly complex issues that require integration of science and planning, and often involve a variety of groups with diverse interests. Our experts can help navigate the complexities of both engaging the public and bringing together varied stakeholders for a project. Our project managers have facilitated public informational and scoping meetings, coordinated and participated in interagency and focused resource agency meetings, contributed to project outreach and workshop efforts, presented information, responded to questions during formal public hearings, and provided agency staff support by preparing written and verbal responses to public comments during the hearing process.
Community Engagement
SWCA works diligently with local communities and stakeholders to engage impacted parties and provide transparency to help develop buy -in and reduce the need for conflict mitigation and resolution. Early in the process, we meet with our clients, local government staff or elected officials to gauge interest. Throughout the planning process, we attend and host CC The team at SWCA helped Grant County to stakeholder and community meetings to maintain a pulse on produce what we and all of our stakeholders feel the project, identify pressure points within the community, and is the best Community Wildfire Protection Plan. mitigate potential disputes. In addition, our virtual public Victoria and the team were extremely thorough meeting and engagement tools are available to support project and made sure all stakeholders were involved »
needs, ranging from one-way communication (to inform or raise and heard constantly throughout the process. awareness) to interactive options (to gain input). While — Michael Larisch, Planning and Community Development Director, Grant County CWPP
particularly valuable during the COVID pandemic, there are update 2020 advantages to virtual public meeting options that allow the public to participate from the comfort of their own home and to make project information available to as many people as possible. SWCA has conducted 45+ virtual public meetings in the past 15 months alone. We are prepared to bring our expertise and improved tools to the project whether in -person, virtually, or a combination.
Public Notices
SWCA is familiar with all types of public notices, including the compilation and maintenance of mailing lists for distribution of project information to interested parties. We are experienced in multiple methods to distribute public notices and solicit public comment. In many cases, we have acted in a supporting role for our clients and have assisted with noticing or prepared, published, and filed public notices on their behalf, such as the notice of exemption,
SWCATemecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire I Prevention Plan and Community Wildfire Protection Program notice of preparation, notice of intent to adopt a mitigated negative declaration, notice of determination, and notice of completion required by CEQA, as well as records of decision and finding of no significant impact (FONSI) decision documents under NEPA.
CEQA, PLANNING, AND PERMITTING
SWCA offers local expertise to provide general environmental planning services. SWCA is committed to objective, thorough analyses and takes a strategic approach to ensure maximum flexibility through the planning and approval process. Our team also can provide related technical studies for fuels assessments, hazardous materials, air quality, greenhouse gas (GHG) emissions, noise and vibration, hydrology and water quality, visual resources, natural resources (biological), cultural resources (historic, archaeological resources), and paleontological resources. When needed, SWCA works with a network of subconsultants throughout California with special expertise in a particular technical area (e.g., traffic).
Planning
CEQA and NEPA planning begins with a thorough alternatives analysis, including review of all potential environmental, social, and land use constraints that can be evaluated from a desktop level.
SWCA will build upon those initial study area results by establishing a working alternatives dataset with clear identifiers, and a matrix of alternatives with constraints. Prior to initiating any fieldwork, the constraints analysis process results in identification of resolution of resource, resource -use, or social conflicts. The constraints analysis will factor in all data and make recommendations for feasibility, permitting ability (an assessment of whether the alternative can be reasonably permitted under known and foreseeable land use and jurisdictional conditions), and environmental constraints (an assessment of whether the environmental constraints are subject to reasonable mitigation or whether the project design can render the alternative to be environmentally acceptable), some of which may conflict.
CEQA and NEPA
SWCA excels at preparing objective, technically compliant, legally defensible, and clearly written environmental documents to enable approval and speedy implementation of both public and private projects. Our experienced staff have completed hundreds of CEQA documents, including documentation for CEQA categorical exemptions and/or statutory exemptions, environmental impact reports, initial studies/mitigated negative declarations, MMRPs, and CEQA findings. NEPA documents completed by our local staff include environmental impact statements, environmental
assessments, records of decision, FONSI decision documents, and preliminary environmental assessment (PEA) reports. Our local team is supplemented, as needed, by our company's readily available team of NEPA experts.
SWCA
Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program SWCA professionals have managed, written, and produced CEQA and NEPA documentation for projects of all types and sizes. Projects have included VMPs; general and specific plan amendments; area plans; parks and open space, residential, commercial, mixed -use, and industrial land development; wineries; mining; water resources; telecommunication projects; energy production and distribution; transportation; pipelines, fiber optic cables, and other linear projects; landfills; and natural resources management plans.
SWCA staff are familiar with the FEMA categorical exclusions and the Final PEA for Typical Recurring Actions Resulting from Fire, Flood, Earthquake, Rain, and Wind Disasters in California to assist in streamlining the NEPA process for vegetation management programs for wildfire reduction throughout California.
Permitting
SWCA planners and biologists have extensive experience coordinating with federal, state, and local regulatory agencies to ensure compliance and consistency with environmental requirements. Our biologists have developed close working relationships with the U.S. Fish and Wildlife Service (USFWS), National Oceanic and Atmospheric Administration SANTA CLARA COUNTY (NOAA) Fisheries, U.S. Army Corps of Engineers (USACE), CWPP California Department of Fish and Wildlife (CDFW), and Regional Water Quality Control Boards (RWQCBs) throughout California, Santa Clara Fire Department, 2016 and are experienced with federal Endangered Species Act (ESA) Section 7 formal and informal consultations and Section 10 HCP preparation as well as the requirements of the Western Riverside Western Riverside County Multiple Species Habitat Conservation Plan (MSHCP). We also assist clients with NEPA and National r Historic Preservation Act (NHPA) compliance, often required as `V'' part of the Section 404 permitting process. SWCA also regularly works with local agencies and private developers to navigate the emergency notification and reporting process through Western Riverside MSHCP, USACE, RWQCB, CDFW, CCC, and
City/County local coastal programs. When projects do require permitting, our goal is to ensure that permit applications are clear ' Public and Private Stakeholders and complete, and that impacts are minimized without • Cummunity Engagement: custom online survey compromising project activities, resulting in reduced mitigation portal, social media site and a series of public requirements and quicker permit issuance. meetings and workshops • Comprehensive Risk/ Hazard Analysis
BIOLOGICAL SERVICES
Natural Resource Assessments
SWCA's California team of biologists includes scientists, restoration ecologists, and botanists respected by their peers and natural resource agency personnel alike. Our biologists have extensive project experience, including conducting siting, alternatives, and constraints analyses; recording and documenting pre -project existing biological conditions; conducting wetland and waters delineations; and developing and implementing specialized studies, mitigation and monitoring plans, and environmental compliance programs.
PROJECT RELEVANCE
• Recommendations for Increading Capability of
Emergency Services
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program SWCA biologists have a thorough understanding of the diverse ecological systems and processes within southern California and Riverside County, as well as its many sensitive natural resources, including jurisdictional and sensitive habitats, rare plants and wildlife species, wetland and water resources, and urban forests and native woodlands. Additionally, we are experts in the laws, regulations, and ordinances that protect sensitive natural resources, as well as the associated agency consultation, permitting, and compliance processes. SWCA biologists are also familiar with and experienced with the Western Riverside MSHCP and implementing the SPRs and mitigation measures associated with the CalVTP, including, but not limited to, training for workers, nesting bird surveys, consistency analysis, preconstruction reconnaissance -level or protocol -level surveys for special -status wildlife or plants, and oversight of wildlife exclusion fencing.
Willow Creek Native Species Monitoring Plan
Madera County, California 2013
Specialized natural resource management services provided by SWCA include:
• Consistency and compliance with the Western Riverside MSHCP. ■ Compliance with the federal ESA, Bald and Golden Eagle Protection Act (BGEPA), Migratory Bird Treaty Act (MBTA), Clean Water Act (CWA) Sections 401/404, California Endangered Species Act (CESA), California Coastal Act, Porter -Cologne Water Quality Control Act, and California Fish and Game Code. • Review and evaluation of species lists from the USFWS Information for Planning and Consultation (IPaC) system, CDFW California Natural Diversity Database (CNDDB), critical habitat maps, the MSHCP, aerial photographs to identify potential sensitive species habitat, U.S. Geological Survey topographic maps to evaluate the potential for hydrologic resources, National Wetland Inventory maps for wetlands, and the list of Section 303(d) waters maintained by the State Water Resources Control Board. • Preparation of resource permit applications (e.g., CWA Section 404/401, CDFW Section 1602, coastal development permits) and development of associated mitigation plans.
Focused Endangered Species and/or Nesting Birds Surveys SWCA staff have experience conducting focused surveys for species throughout California. Our staff understands the CaIVTP SPRs associated with surveying for special -status wildlife and nursery sites. Additionally, our staff members have conducted focused surveys for numerous species; least Bell's vireo (Vireo bellii pusillus), western burrowing owl (Athene cunicularia), Swainson's hawk (Buteo swainsom), and coastal California gnatcatcher (Polioptila californica californica) are just a few of many examples.
Western Burrowing Owl
SWCA staff can also relocate or oversee the relocation of several special - status plant and animal species. SWCA biological staff hold 10(a)(1)(A) federal recovery permits and/or have been authorized by the USFWS or NOAA National Marine Fisheries Service to relocate/handle multiple species under a biological opinion in the past.
Our biologists carry scientific collecting permits/memorandums of understanding and native plant collection permits issued by the CDFW so that non -listed and/or listed species can be handled or relocated, as necessary. When needed, SWCA works with a network of subconsultants throughout California with special expertise in a particular endangered species or local resource.
SWCA
Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Botanical Surveys and Vegetation Mapping
SWCA's highly qualified botanists and biologists are experienced in identifying, classifying, and mapping vegetation communities in habitats throughout California. Vegetation communities are classified in accordance with the California Native Plant Society (CNPS) Vegetation Rapid Assessment Protocol to key the vegetation communities according to the communities or "series" described in A Manual of California Vegetation Second Edition and/or other communities or habitats recognized by the CDFW and CNPS. SWCA botanists with local experience also routinely conduct rare plant surveys according to methods recommended by the USFWS, CDFW, and CNPS. Rare plant surveys are required to be conducted according to the methods in the current version of the CDFW's Protocols for Surveying and Evaluating Impacts to Special -Status Native Plant Populations and Sensitive Natural Communities.
CULTURAL, HISTORIC, AND PALEONTOLOGICAL RESOURCES
SWCA has provided comprehensive cultural resource
management services to businesses and government clients across California for 20 years, as cultural and paleontological resources management is one of SWCA's core services. Our qualified staff includes archaeologists, historians, architectural historians, and paleontologists with an in-depth understanding of federal, state, and local regulations.
Cultural and Historic Resources Services
SWCA offers clients one of the largest cultural resource management programs in the nation. We draw upon a diverse and experienced staff who can help clients achieve compliance with a wide range of federal, state, and local regulations, including NEPA, NHPA Sections 106 and 110 with the National Register of Historic Places (NRHP), as well as CEQA with the California Register of Historical Resources (CRHR). Our cultural team has extensive experience in regulatory
compliance and can assist in developing cultural resources agreements, documentation, impacts/effects analysis, and mitigation.
Our cultural resource consulting services include developing project -appropriate Area of Potential Effect or Area of Direct/Indirect Impact maps, records and background literature searches, and archaeological field surveying commensurate with the level of effort for the project needs, such as reconnaissance studies and intensive pedestrian surveys. We deliver high -quality, detailed archaeological site records on California Department of Parks and Recreation 523 Series forms; develop preservation and treatment plans; and perform archaeological site testing/evaluations, data recovery, construction monitoring, and site preservation for cultural resources. Our reporting follows the highest standard and includes technical memoranda, archaeological survey reports, monitoring reports, and agency -specific forms (such as cultural resources constraints reports and historic property survey reports).
Paleontological Resources Services
The SWCA team provides all aspects of paleontological resource services, including monitoring and mitigation, third - party review, assessment, collection, documentation, analysis, preparation, conservation, and education. We have
Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire SWCA Prevention Plan and Community Wildfire Protection Program strong relationships with key agency personnel, including the BLM, USFWS, California Department of Transportation, and numerous RWQCBs, among others.
Tribal Consultation Support
With our years of experience supporting wildfire planning, implementation, and response efforts, much of our work takes place on lands that traverse areas of tribal importance.
SWCA is a leader in working with Native American tribal governments, and we have consulted with the local Pechanga Band of Indians on several projects. We assist federal agencies, tribal governments, and industry leaders in all aspects of tribal engagement, relations, and involvement, often serving as liaison for clients. SWCA provides these services from the highest level of federal policy implementation to ethnographic investigations to inform project design and permitting, and for on -the -ground identification of traditional cultural property concerns directly involving Native American tribal members in fieldwork. Our tribal relations team includes environmental permitting and NEPA specialists, as well as anthropologists, ethnographers, and "contact period" historians and archaeologists, providing a wealth of experience and background to assist clients in attaining every aspect of their project goals while navigating tribal engagement.
PROJECT EXPERIENCE
Presented below are representative projects of our wildfire mitigation and fuels management experience, as well as MSHCP/CEQA compliance and cultural resources services. Every project is unique and may require a multitude of different fire planning, fuels management, and environmental compliance tasks; these projects demonstrate how our team is fully capable of providing a suite of diverse services for a comprehensive approach that will result in project success for the City.
CITY OF CORONA COMMUNITY WILDFIRE PROTECTION PLAN
Project Owner / SWCA Client: City of Corona
Dates of Service Contract: 2021—Ongoing
A
SWCA developed a city-wide CWPP that incorporates risk and hazard assessments of wildland urban interface (WUI) areas in and adjacent to the city of Corona. SWCA worked in close cooperation with external stakeholders, such as the USFS (Cleveland National Forest) and California Department of Forestry and Fire Protection (CAL FIRE), to identify fuels treatments to complement existing and planned fuels reduction efforts in the project area. SWCA facilitated stakeholder and public meetings to solicit feedback on the planning process and integrate the concerns of local residents and land managers into the mitigation recommendations. SWCA developed a detailed hub site and story map to heighten public engagement and facilitate accessibility of the plan.
SWCA]'� Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire J V V Prevention Plan and Community Wildfire Protection Program CC I can't say enough about SWCA on all levels.
In addition, SWCA developed a robust project tracking application that enables the City of Corona to track fuel treatment projects, Their knowledge and commitment to the project
exceeded our expectations. Working with SWCA
identify hurdles, and track accomplishments toward reducing felt like we were working with our own City staff.
wildfire risk on public and private land.
Their attention to detail and responsiveness was
top notch. It is without reservation I would
SWCA also provided another value-added service to the City of recommend SWCA for your next project.»
Corona by developing multimedia content for public outreach — Cindi Schmitz, City of Corona Fire Marshall,
City of Corona CWPP, CA 2022
purposes. The intent of the video was for the City of Corona to use at its discretion for community engagement and public input.
KERN COUNTY COMMUNITY WILDFIRE PROTECTION PLAN AND FUEL REDUCTION
PROJECT -SPECIFIC ANALYSIS
Project Owner / SWCA Client: Kern County Fire Department (KCFD) Dates of Service Contract: 2020—Ongoing
SWCA recently completed a comprehensive CWPP for Kern County, in conjunction with the KCFD. As part of the CWPP development process, SWCA convened a Core Team of diverse stakeholders and engaged communities during public outreach to ensure a collaborative effort throughout the CWPP process. SWCA carried out a comprehensive assessment of risk and hazard utilizing desktop analysis and field assessment of fuels and WUI conditions. In conjunction with the Core Team, SWCA developed and prioritized recommendations for wildfire risk reduction, including actions to improve forest health and resilience, and measures to reduce structural ignitability and improve community fire adaptation. The final CWPP was approved by all parties and was immediately utilized to seek funding to implement hazardous fuel treatments.
Due to the success of the CWPP, SWCA was retained by the KCFD to prepare CEQA compliance documentation for the proposed Kern County fuel reduction project, which consists of fuel reduction treatments over approximately 700 acres per year within SRAs, totaling approximately 1,188,387.83 acres of SRAs within the county.
The purpose of the fuels reduction project is to conduct a combination of manual, mechanical, and prescribed burning treatments to reduce fuel loading to protect communities and assets from risks associated with wildfire and to provide emergency access points and staging areas for firefighters within the WUI in the SRA. SWCA prepared a PSA to evaluate whether the proposed project was within the scope of the CaIVTP PEIR. SWCA also prepared an MMRP outlining the SPRs and mitigation measures included in the PEIR that were applicable to the project and assisted the KCFD with SPR-AD-7 compliance. The Kern County Fuel Reduction PSA is one of the first 24 PSAs to be completed using the CaIVTP PEIR tiering process in the state.
THRtt KlvtFtS cwNl'; I ULAKE CouNTY, CALIFORNIA
Project Owner / SWCA Client: Three Rivers Fire Safe Council Dates of Service Contract: 2021—Ongoing
SWCA developed a comprehensive, community -scale CWPP to address wildfire hazards that threaten residents and natural resources in and around the Three Rivers community. The project involved a detailed, GIS- and field -based wildfire risk and hazard assessment. Additionally, the CWPP prioritized and identified fuel reduction treatments and recommended the types and methods of treatments to protect at -risk communities and pertinent infrastructure. SWCA worked in close cooperation with external stakeholders, such as Tulare County and the USFS, to identify fuel treatments to complement existing and planned fuel reduction efforts in the project area. Throughout the CWPP process, SWCA facilitated stakeholder and public meetings to solicit feedback on the planning process and integrate the concerns of residents and land managers into the mitigation recommendations.
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program « SWCA has gone above and beyond in their
work to develop a CWPP for the Three Rivers Fire
Safe Council. Each and every person was friendly,
professional, and went above and beyond to assist
in any way that they could. We will truly miss
working with Vicky and the entire crew.»
— Elizabeth LaMar, Three Rivers Fire Safe
Council, Three Rivers CWPP, CA 2022
SWCA also developed a detailed story map to heighten public engagement and facilitate accessibility of the plan. Issues addressed in the CWPP included fuel treatments, evacuation concerns, education about wildfire, easing access to wildfire information, investing in and supporting wildfire response, and managing wildfire to protect community values and meet
resource management goals, among others. In 2021, a large fire burned near Three Rivers (the KNP Complex Fire), forcing evacuations and threatening the community. SWCA worked with fuels specialists to update the community's risk assessment and bolster the post -fire information in the final CWPP.
LOS GATOS VEGETATION MANAGEMENT PLAN
Project Owner / SWCA Client: Town of Los Gatos - Department of Parks and Public Works Dates of Service Contract: 2020-2022
SWCA developed the Santa Clara County CWPP in 2016, and as part of this CWPP, SWCA developed a rigorous risk assessment and priority fuels treatment project for WUI communities within the county boundary. In response to that plan, in 2020 SWCA was contracted to assist the Town of Los Gatos with the development of a comprehensive VMP to promote wildfire safety along the town's roadways and open space areas. Given that the town is situated on the WUI, this plan is critical for the Town of Los Gatos and its residents to ensure that public and private resources are protected to the greatest extent feasible in the event of a wildfire. However, the existing native vegetation is essential to the overall character of the town, so the plan needed to balance the need to reduce fuel loads with the preservation and enhancement of native habitats wherever feasible.
SWCA's restoration ecologists, arborists, and biologists mapped existing native and nonnative vegetation communities and sensitive resources to establish the baseline conditions within the town, which was then utilized by our fire planning experts to assess treatment techniques that can balance safety of the built environment with the enhancement and restoration of the natural environment. To ensure wildfire evacuation routes could be maintained prior to the wildfire season, SWCA prepared a separate VMP for the town's roadways and identified a mechanism to statutorily exempt these activities from CEQA. SWCA also completed the VMP for the town's open space areas consistent with the CaIVTP. SWCA anticipates completing a PSA to document that the open space VMP is within the scope of the CaIVTP PEIR in order to streamline the CEQA process. Funding for implementation of the VMP is being partially funded by the FEMA Office of Emergency Services and will require NEPA analysis for implementation in addition to CEQA.
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program RIVERSIDE AIRPORT EXPANSION; RIVERSIDE COUNTY, CALIFORNIA Project Owner / SWCA Client: City of Riverside / Coffman Associates, Inc Dates of Service Contract: 2008-2011
SWCA performed a biological study in support of a 132-acre expansion of the Riverside Municipal Airport, which proposed to develop designated parcels north of the existing runway system for aviation uses, construct a taxiway parallel to the existing runway, and fill the area east of the existing runway.
SWCA's services were required to ensure compliance with a number of federal, state, and local laws, including the federal ESA, MBTA, BGEPA, CWA, CESA, and California Fish and Game Code sections. The project site is located within Western Riverside County MSHCP jurisdiction, which mandates conservation of species and their associated habitats in western Riverside County.
A total of 44 plant and 22 wildlife species were observed during the initial survey of the project site and immediate vicinity. Habitat assessments for MSHCP-covered species determined that appropriate habitat for San Diego ambrosia and burrowing owl occurs within the project site. Because the burrowing owl could inhabit the project site throughout the year (nesting season, post -nesting dispersal period, and winter season), construction associated with implementation of the project could potentially impact burrowing owls that inhabit the project site.
SAN DIEGO GAS & ELECTRIC ENVIRONMENTAL SERVICES; SAN DIEGO, CALIFORNIA Project Owner / SWCA Client: San Diego Gas & Electric (SDG&E) Dates of Service Contract: 2020-2021
Under a 3-year on -call contract, SWCA is providing environmental consulting services (biological, cultural, paleontological, and wetland delineation and permitting, CEQA/NEPA, Federal Energy Regulatory Commission [FERC], and GIS support) for hundreds of projects across SDG&E's generation facilities, as well as transmission and distribution grid, and throughout SDG&E's territory in San Diego and Orange Counties. Using an in-house team of staff and a large supporting team of disadvantaged business enterprise partners, SWCA provides expertise in environmental science, as well as organization, coordination, and logistical strategy for SDG&E's routine maintenance operations (e.g., wood to steel pole program, Fire Risk Mitigation initiative [FIRM] program, Drone Investigation, Assessment and Repair [DIAR] program, infrastructure undergrounding and right-of-way road work associated with operation and maintenance).
In addition to high -volume operations and maintenance work, SWCA also supports standalone multi -year projects such as wood to steel upgrades that require environmental planning support, as well as detailed cultural and natural resource studies toward environmental impact reports. This contract requires the expert navigation of SDG&E's proprietary environmental database, the use of cutting -edge data collection and management applications like Survey123, ArcGIS Field maps/Collector, and Smartsheets, and the management of a large volume of communications between subject matter experts, construction personnel, utility managers, and regulators.
SWCA's central role in the process has enabled the development of custom workflows and the production of process documents designed to facilitate processes, improve efficiency, and maintain high levels of data robustness.
SWCA
j Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program
CONTACT INFORMATION
Angela Chongpinitchai, Project Manager
(301) 367-1572
angela.chong pinitchai(a)swca. com
KEY PERSONNEL
Project Manager/Senior Fire Planner Angela
Chongpinitchai will lead the SWCA team and serve
as the primary point of contact through the period of
proposal evaluation and during the project. She has
extensive experience in fuels management, wildfire
resilience planning, and complex cross -boundary fire
projects. Through experience that spans over a
decade in the fire and fuels profession, Ms.
Chongpinitchai has developed an astute awareness
of how a well -managed process working with a
diverse team and community support leads to
successful, implementable projects. Working closely
with Ms. Chongpinitchai, Assistant Project Manager
Montiel Ayala will provide project management
support and a local presence. SWCA's in-house
team of experts, including fire planning specialists,
CEQA planners, biologists, cultural resources
specialists, GIS specialists, and technical staff, will further support the project through all stages. Jen
Torre will provide cost control measures and
oversight to ensure project completion within budget
and timeline. Principal In Charge John Dietler will
provide additional management support to ensure
responsiveness to the City, as well as oversight and
quality assurance/quality control (QA/QC) for the
SWCA team. Dr. Dietler has nearly three decades of
experience leading studies, preparing documents,
and providing quality control for California
environmental projects. He has prepared NEPA and
CEQA documents for projects involving wildland fire
issues.
Our team members have been selected based on
their knowledge and experience with fire planning,
wildfire mitigation, community outreach, and
environmental compliance. Resumes for key team
members are included in Appendix A.
PRINCIPAL IN CHARGE
PROJECT MANAGER
John Dietler Angela Chongpinitchai
1_
ASSISTANT PROJECT
MANAGER
Montiel Ayala
PRINCIPAL FIRE
GIS & MODELING
ECOLOGIST
SPECIALIST
VickyAmato
Liz Hitzfelder
NATURAL
PUBLIC OUTREACH
RESOURCES LEAD
LEAD
Robert MacAller
Meg Perry
CEQA LEAD
COST CONTROLLER
Bobbette Biddulph
Jen Torre
CULTURAL
SUPPPORT STAFF
RESOURCES LEAD
Fire Planning Specialists
Matt Behrend
Technical Editors
SWCA]� Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire J V Y Prevention Plan and Community Wildfire Protection Program ANGELA CHONGPINITCHAI, M.S. I PROJECT MANAGEF
Angela Chongpinitchai is a fire management planning specialist, based in Chico, with over a decade of experience working in fire for the USFS and other federal land management agencies across the country, including in complex fire -prone areas, such as California and the southwest region. She has extensive experience in California collaborating with key stakeholders, such as resource conservation districts, Pacific Gas and Electric Company (PG&E), tribes, and federal agencies on hazardous fuels reduction, fire management planning, and fire mitigation, suppression, and recovery, including CAL FIRE California Climate Investments (CCI) grants and PG&E Recovery Program grants. Notable recent work with the USFS includes leading the Forest Quantitative Wildfire Risk Assessment and Potential Wildfire Operational Delineations effort to streamline decision -making in identifying and prioritizing values at risk, fuels reduction work, and fire response efforts on the Mendocino National Forest direct protection area; developing and managing the Mendocino National Forest forest -wide Prescribed Fire and Fuels Management Strategy (Environmental Assessment) to reduce the threat of catastrophic wildfires and restore resilient ecosystems by reintroducing sustainable fire management across the landscape; designing and instructing the Introduction to Fuels Course for training firefighters in the federal agencies through the Wildland Fire Apprenticeship Program nationwide; and serving on the technical advisory committee for the Colusa County CWPP. She has planned and facilitated multijurisdictional public meetings and outreach for project input and feedback Ms. Chongpinitchai is committed for the duration of the project and will serve as project manager and technical team lead, 0 facilitate CWPP development team meetings, develop the CWPP risk assessment, coordinate with stakeholders, and draft project recommendations.
MONTIEL AYALA, M.S. I ASSISTANT PROJECT MANAGER
Montiel Ayala is a biologist, based in Pasadena, with a varied academic background in fire ecology, conservation biology, watershed science, and geospatial analysis. He has over 3 years of experience in technical writing, scientific research, spatial analysis, and GIS modeling. His experience includes field operations in varied ecosystems across California and the use of remote sensing and GIS to study fire effects across the western United States. He has substantial knowledge of California's fire regimes, ecoregions, and wildfire regulations. Mr. Ayala has worked on various CWPPs across California, including the City of Corona, the community of Three Rivers, and Kern and Tulare Counties. He has also worked on CWPPs outside of California, including those for the Kenai Peninsula Borough in Alaska, Union County in Illinois, and Dukes County in Massachusetts. Mr. Ayala is currently working on two CEQA permitting support projects in California —the Richards Ranch Annexation Project for the City of Santa Maria and a transmission line and substation project in San Luis Obispo County. 0 Mr. Ayala is committed for the duration of the project and will support the team in project administration and management, public outreach, and authoring the draft and final CWPP.
VICKY AMATO, M.S. I PRINCIPAL FIRE PLANNER
Vicky Amato is a principal fire planner, having worked with SWCA on fire plans for over 15 years. While at SWCA, she has developed over 45 CWPPs and FMPs for clients in California, including Santa Clara, Kern, and Tulare Counties; the Three Rivers Fire Safe Council; and the Cities of Corona, Wildwood, and Los Gatos, as well as clients in 25 other states.
i« SWCA was fantastic to work with, and I hope
we can work together on another project in the
future. Vicky Amato was absolutely amazing. »
— Jeremy Morey, McKean County Planning
Director, McKean County CWPP, 2017
SWCA
I Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Ms. Amato has considerable experience working with public and private stakeholders, having facilitated multiple outreach meetings, sometimes in controversial settings. She has extensive experience in the development of CWPP CC Vicky Amato guided the project and was very
helpful with answering all of our questions and
keeping the project on track. 17
— Alene Carr, Southeastern Illinois Regional
Planning and Development, Pope County
CWPP 2016, Hardin County CWPP 2019
risk assessments utilizing fire behavior modeling programs and on -the -ground assessments. She also routinely works with a variety of land management agencies across the United States, including the USFS, BLM, USFWS, U.S. Bureau of
Reclamation, Bureau of Indian Affairs, and NPS, studying fuels reduction treatments, forest stand structure, fire behavior, remote sensing classification, and monitoring of burned areas. 0 Ms. Amato is committed for the duration of the project and as a technical team lead will be responsible for data gathering oversight, modeling input, and CWPP risk assessment development.
LIZ HITZFELDER, M.A. GEO I GIS AND FIRE MODELING SPECIALIST Liz Hitzfelder is a GIS specialist with a geospatial modeling background specializing in fire and vegetation management. She earned her Master of Applied Geography, focused on Geographic Information Science. While in graduate school, she specialized in applications of remote sensing to assess vegetation differencing for geomorphic changes. She is proficient with IFTDSS, ArcGIS, ArcPro, ArcGIS Online, ERDAS Imagine, Pathfinder Office, Python, and other geospatial applications. She has used her expertise for CWPPs and fire projects by providing custom fuel and fire behavior modeling, risk assessment modeling, development of WUI community boundaries, ArcGIS story map production, and GIS analysis. Ms. Hitzfelder has provided GIS services for several CWPPs in California, including the community of Three Rivers and the counties of Kern and Tulare. She has also provided GIS services on CWPPs in other states, such as the Union County CWPP in Illinois and the Martha's Vineyard CWPP in Massachusetts.
Ms. Hitzfelder is committed for the duration of the project and will be responsible for managing geospatial data, analyzing data, and modeling fire behavior.
BOBBETTE BIDDULPH I CEQA LEAD
Bobbette Biddulph is an environmental and planning consultant based in San Diego with a diverse professional background throughout California. She has a deep knowledge of CEQA. Ms. Biddulph balances competing objectives throughout the planning process, providing clients sophisticated insight and guidance to inform decision -making.
Ms. Biddulph's experience with planning, environmental documentation, and compliance spans a myriad of project types, from the small and focused to the large, complex, and controversial. Her knowledge of CEQA, CEQA case law, environmental regulations, and streamlining opportunities allows her to prepare environmental documents that are technically accurate and provide a clear path for future tiering and streamlining. With a degree in City and Regional Planning, Ms. Biddulph's academic training provides a necessary foundation to support many types of planning projects.
0 Ms. Biddulph is committed for the duration of the project and will be responsible for leading and coordinating CEQA efforts and requests.
MATT BEHREND, M.A. I CULTURAL RESOURCES LEAD
Matt Behrend is a San Diego —based archaeologist and is experienced in preparing treatment plans, technical reports, and performing fieldwork to comply with CEQA, NHPA (Section 106), and local cultural resources regulations. 0 Mr. Behrend has extensive experience directing field crews of various sizes throughout California, the Southwest, the mid -Atlantic, and Alaska.
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program
ROBERT MACALLER I NATURAL RESOURCES LEAD
Robert MacAller is the Southern California Natural Resources Senior Director at SWCA, and he leads our San Diego operation. He began his career as a restoration biologist and has been providing expertise in natural resources related issues for over 28 years. Mr. MacAller has spent the past two decades guiding his clients through the complexities of local, state, and federal environmental regulations to successfully complete their projects. Mr.
MacAller has managed large teams to complete challenging projects for private developers, city and county governments, and federal agencies. In addition, he has extensive technical experience working with endangered plants, upland and riparian ecosystems, vernal pool assessments and restoration, construction compliance, and HCP planning. As a habitat restoration expert, he has effectively negotiated, planned, implemented and managed mitigation projects for a variety of habitats throughout California and the southwest. Additionally, he has led multiple departments and offices, developing staff and promoting community involvement, and successfully leading an organization of multi -disciplinary environmental professionals. 0- Mr. MacAller is committed for the duration of the project and will be responsible for leading and coordinating natural resources efforts and consultation.
MEG PERRY I PUBLIC OUTREACH LEAD
Meg Perry specializes in community and stakeholder engagement processes focused on complex environmental challenges. She has designed and facilitated public hearings and workshops supporting stakeholder input into a variety of environmental decision -making and planning processes. Her recent projects involve hazard assessment and resilience planning for ecosystems, communities, and infrastructure; collaborative water management with state and local agencies and the USACE; federal ESA, NEPA, and NHPA compliance; adaptive management; and mining and renewable energy projects.
Ms. Perry is committed for the duration of the project and will be responsible for public outreach and engagement oversight.
SWCATemecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program
REFERENCES
Cindi Schmitz, Fire Marshall
(951) 738-2220 SWCA developed a city-wide CWPP that incorporates risk and hazard [email protected] assessments of WUI areas in and adjacent to the city of Corona.
Corona, California 92878
Jeff Gletne Forester
SWCA developed a CWPP that incorporates risk and hazard assessments of WUI (559) 359-1501
areas. SWCA worked in close cooperation with external stakeholders, such as the [email protected]
USFS and CAL FIRE, to identify fuel treatments that complement existing and 5642 Victor Street
planned fuel reduction efforts in the project area. SWCA was retained to provide Bakersfield, California 93308
CEQA support for fuel treatments in the CWPP project area.
SWCA contracted by the Santa Clara County Fire Department to develop a high - Ed Orre, Forester Division Chief end CWPP that comprises a comprehensive risk/hazard analysis that includes an (408) 206-3704 assessment of wildland and urban fuels. Based on our work creating the first 15670 Monterey Street county -wide CWPP, SWCA was recently contacted by the County and Fire Safe Morgan Hill, California 95037 Council and is currently in the contracting process for the 5-year update to the CWPP.
Steve and Elizabeth LaMar
(559) 561-4154 SWCA developed a CWPP to address wildfire hazards that threaten residents and [email protected] natural resources in and around the Three Rivers community.
P.O. Box 449
Three Rivers, California 93271
Rob Barr, Wildland Captain SWCA worked with the communities of Valencia County, New Mexico, to develop (505) 620-6045 a County -level CWPP that would serve to protect the people, infrastructure, and [email protected] natural resources of the Rio Grande Valley, including the municipalities of Los 444 Luna Avenue SE Lunas and Belen and the Pueblo of Isleta, from catastrophic wildfire. The CWPP Los Lunas, New Mexico 87031 involved considerable public input through organized meetings and attendance at public events
LICENSES
SWCA is in the process of obtaining a City of Temecula Business License. We expect to obtain the license prior to the project start date.
SWCA
SAFETY RECORD
Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program As an employee -owned firm, safety is a responsibility that all SWCA employees take very seriously. This is evident in the foundation of a safety -first culture within SWCA, our commitment to continuous improvement in safety, and maintenance of safety statistics that meet or exceed the industry standards. In addition to complying with SWCA's stringent internal safety program, we are committed to proactively ensuring all work performed is completed in compliance with all regulatory safety requirements, including Occupational Safety and Health Administration (OSHA) standards and regulations, client - specific programs, and all applicable state and federal programs.
SAFETY IS A PRIORITY
SWCA has implemented a robust safety program to
focus on continually improving safety in the
workplace
EMR 0.63
DART 0.22
SWCA's safety team has more than a half -century of combined TRIR 0.22 safety experience. The team consists of a vice president of risk management, a safety manager, a safety observer/trainer, a safety coordinator, and more than 40 office safety representatives. We also have the full support of management throughout the company, including our entire senior leadership team.
SWCA employees undergo annual safety training that includes core training for all employees and field training intended for those that deploy to the field. Furthermore, Field employees undergo both First Aid/CPR training and defensive driving. To demonstrate SWCA's commitment to safety the entire company participates in a safety kickoff that celebrate accomplishments from the previous year and highlights new safety features along with introducing the upcoming safety theme for the year.
INNOVATIVE- not I HUUs I -UK SAFETY
SWCA has been featured in Safety+Health magazine on two occasions. One article spotlighted our safety application called SIREN (Safety Incident Reporting and Emergency Notification), which enables employees to instantaneously report an incident to their office leadership, the office safety representative, and the corporate safety team. SIREN also contains key contact information, including the following:
• 24/7 Safety Hotline (855.SOS.SWCA)
MedCor, our third -party medical telephone triage service • U.S. Poison Control Hotline
• A comprehensive Safety Manual, an SOS text feature that allows employees to send an emergency text
■ A that sends a date/time-stamped email with the
employee's current status and location coordinates to their local office In another Safety+Health magazine article, SWCA's innovative Field Supervisor Safety Certification Program was highlighted. This comprehensive program involves an initial classroom component, followed by a hands-on field component, a written test, and a final certification.
SWCA
I Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program
LITIGATION
Project Owner: Rolfe House Limited Partnership DIB/A Rolfe House Apartments Filing Date: May 2021 Court: Commonwealth of Massachusetts, Suffolk, SS., Superior Court Case No.: Civil Action No. 2084 CV 00745 Department
Basis for Claim: Tenant of retirement home succumbed to legionella; claim alleges that Rolfe House was negligent for not properly managing its plumbing system; SWCA was drawn in as a related party.
Current Status: Ongoing
Project Owner: SPower Sustainable Power Group Filing Date: September 2019 Court: Superior Court of the State of California, for the County of Los Case No.: 9AN06709 Angeles
Basis for Claim: Alleged permittance of the removal of an unoccupied nest.
Current Status: Case dismissed
Project Owner: n/a Filing Date: February 2019
Court: State of New Mexico, County of Bernalillo, Second Judicial District Case No.: D-202-CV-2019-01474 Basis for Claim: Vehicle injury accident involving an SWCA employee.
Current Status: Settled out of court on 8/13121 with no admission of fault accompanied with a strict confidentiality agreement.
DYNAMIC ENERGY V. SWCA, INCORPORATED
Project Owner: Dynamic Energy Filing Date: March 25, 2020 Court: nla — Claim was resolved through mediation Case No.: nla Basis for Massachusetts Attorney General alleged that runoff left the site of a solar emplacement that was being developed by Dynamic Claim: Energy. SWCA performed a stormwater pollution prevention plan for Dynamic and was drawn into mediation as a result.
Current Status: Settled out of court on 5/24/21 with no admission of fault accompanied with a strict confidentiality agreement.
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program arc�.
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TECHNICAL APPROACH AND
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PROJECT UNDERSTANDING
The City of Temecula (City) faces challenges such as more frequent and severe wildfires; the presence of CAL FIRE designated Very High Fire Hazard Severity Zones (FHSZs); substantial cultural, biological, ecological, and watershed value of the Temecula Creek project site; critical infrastructure and at -risk communities in the WUI; increased human activity in the sensitive riparian area; and a need to reduce GHG emissions in support of wildfire resilience. As a full - service environmental consulting company, we have navigated the compliance processes that need to be followed to implement projects on completion of the CWPP, including hazardous fuels reduction and defensible space measures.
SWCA designs plans that are implementable, sustainable, and effective in expediting time -sensitive mitigation measures. SWCA will develop a strategic and comprehensive Wildfire Prevention Plan and CWPP for the Temecula Creek project area that will also help the City reach short-term and long-term resilience efforts in other fire -risk communities. Additionally, the plans will take advantage of federal and state exemptions providing streamlined environmental review processes and align with available funding, legislation, and CWPP guidance.
The purpose of the Wildfire Prevention Plan and CWPP is to provide an overview of wildland fire risks to residents, wildlife, and structures; recommend mitigation measures to reduce wildfire hazards in the WUI; and recommend strategies and process for fuels reduction in a sensitive riparian environment adjacent to urban development. The approach and plan for this complex WUI and sensitive riparian area will serve as a model for future wildfire mitigation and resilience efforts throughout the City. Our team will work closely with the City, CAL FIRE, local fire authorities, the Pechanga Band of Indians, local Fire Safe Councils, and other relevant organizations, such as The Nature Conservancy (TNC), to develop a comprehensive Wildfire Prevention Plan and CWPP. Local community engagement throughout the process will ensure we develop the plans with broad public and stakeholder support, as well as expand Firewise education throughout the community.
TECHNICAL APPROACH
SWCA proposes the following technical approach to complete a Wildfire Prevention Plan and CWPP for the Temecula Creek project and surrounding WUI and treatment influence zone (TIZ) area. This scope is based on nearly two decades of experience developing CWPPs nationwide, working with multijurisdictional partners to develop community
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Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire SWCA Prevention Plan and Community Wildfire Protection Program risk assessments and prioritized action plans for measurable wildfire risk mitigation and GHG reduction. Our proposed technical approach is based upon our experience developing similar deliverables and is structured to integrate the various complexities and cross -boundary elements of the project while still providing trackable steps of project components. We anticipate final plans completed and presented within 20 months from award.
PHASE 1. KICK-OFF AND DATA GATHERING
Task 1. Kickoff Meeting
To initiate the project, SWCA will meet with the City and key partners for an initial kickoff meeting lasting approximately 2 hours. The meeting will be held primarily to identify the goals, objectives, and scope; establish communication protocols; determine initial project scheduling and deliverables; identify preliminary data needs that will facilitate the planning process; and identify the CWPP Development Team members. SWCA will review and evaluate relevant policy, planning, and management documents pertaining to local fire history, wildfire risks and reduction practices, and prevention policies, identifying the additional data that will be necessary for the Wildfire Prevention Plan and CWPP. Documents referenced during plan design will include but are not limited to existing fire mutual aid agreements, local and state strategic fire plans (e.g., 2021 CAL FIRE RRU Strategic Fire Plan), Western Riverside County MSHCP, the City of Temecula Quality of Life Master Plan, the Temecula Local Hazard Mitigation Plan, and the City of Temecula General Plan.
Deliverables and Timeline: Meeting minutes within 2 weeks of meeting, list of additional data needs.
Task 2. Stakeholder Identification
During and following the kickoff meeting, SWCA will identify and compile for the City a comprehensive list of stakeholders critical during plan development. This list may include City of Temecula Emergency Management, Temecula Fire Department, Temecula Valley Unified School District, Riverside County Flood Control, Riverside County Fire Department, Western Riverside Regional Conservation Authority, TNC, the Pechanga Band of Indians, CAL FIRE (Riverside Unit), CDFW, San Diego State University, San Diego State University Foundation, Rancho California Water District, Southern California Edison, Southern California Gas Company, and others as recommended by the City. These stakeholders will be part of the development process and help provide feedback to draft documents. Involvement of representatives from multiple organizations and agencies, including fire management agencies, ensures the Wildfire Prevention Plan and CWPP will align with other land use plans (e.g., the Temecula Local Hazard Mitigation Plan and the MSHCP) and the Temecula General Plan Safety Element, integrating existing plans with future planning for efficiency and effectiveness. SWCA will also lead a discussion regarding requirements for plan approvals to ensure all parties critical to the plan approval and adoption are engaged early and often.
Collaboration at all levels is key, as fire management planning is multijurisdictional in nature.
Deliverables and Timeline: Stakeholder list within 2 weeks of the kickoff meeting.
Task 3. Meetings
Biweekly Meetings
SWCA will coordinate, schedule, and host a virtual standing biweekly status update or "check -in" meeting with City staff. These biweekly meetings will all be virtual using the agreed upon software (Microsoft Teams or Zoom) by the City and SWCA. If the City deems an in -person meeting is necessary for a biweekly check -in, SWCA will accommodate up to three of these regularly scheduled meetings in -person at the City Hall. Communication is critical to the success of the project, and SWCA is prepared for additional communication and virtual meetings outside of the standing biweekly check -ins as needed. SWCA will use our SharePoint software to ensure streamlined and efficient sharing of files and data.
SWCATemecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program CWPP Development Team Meetings
From prior experience, SWCA proposes convening the CWPP Development Team (stakeholder group) for three planning meetings lasting approximately 2 to 3 hours each. SWCA recommends that benchmark meetings, such as for initial CWPP input, review and commenting of the draft CWPP, and final CWPP review, be held in person when possible (see Task 3. Meetings).
Deliverables and Timeline: Meeting summary report within 2 weeks of meeting, meeting agenda for in -person meetings.
PHASE 2. COMMUNITY ENGAGEMENT
Our team has extensive experience with public meeting facilitation and outreach relating to wildfire prevention and fire management planning. The goal of community outreach is to engage local residents in the planning process, determine residents' perceptions of wildfire risk, identify tools that residents need to help them reduce their risk, educate on available tools and opportunities, and solicit feedback on proposed projects. SWCA tailors the approach based on client needs; we suggest a combination of virtual and in person methods to engage as many of the diverse communities of Temecula.
Task 1. Public Outreach Events
This task, in conjunction with Tasks 2 and 3, will bring awareness of the project to local community members on the benefits this type of initiative brings to the area. SWCA will proactively cultivate relationships with trusted local leaders who can help us ensure we are meeting community needs, with particular attention to vulnerable, historically marginalized, and frequently overlooked populations.
SWCA will conduct a minimum of six in -person community outreach events or workshops lasting 2 to 3 hours each, with the option of up to eight total. Two of these community events will be in -person fire prevention trainings for homeowners in the WUI and TIZ (see Task 2. Fire Prevention Training). The public outreach schedule and process will be discussed with the City and CWPP Development Team; SWCA recommends two of the community outreach events occur in alignment with benchmark CWPP Development Team meetings to gather initial input on CWPP development and to receive feedback on the draft CWPP from the community. The SWCA team will provide materials supporting the CWPP outreach, including maps and meeting handouts (see Task 3. Outreach Materials).
SWCA recommends developing a property owner outreach strategy that is both in -person and virtual; while the Temecula Creek project has limited ownership, the surrounding area has an estimated 3,069 homes of varied ownership. Public outreach events, particularly the on -site fire prevention trainings, will be accessible for local homeowners and homeowners association members in the WUI and TIZ. Materials such as pamphlets, mailers, and doorhangers can provide information and updates to supplement outreach events. There are many informative resources available from CAL FIRE, Firewise USA, and other organizations. SWCA will use these as appropriate and increase awareness of these references to property owners. Online materials, such as the project website and social media applications, provide a continuous resource for homeowners that is accessible from anywhere, as well as provide an avenue for community surveys on topics such as preparedness (see Task 3. Outreach Materials). In addition to the in -person outreach events, SWCA recommends using material handouts along with both an online surrey and project updates to engage the local homeowners. SWCA will work with the City to determine the timeline and to incorporate local knowledge. Any original materials will be developed and designed by SWCA for the City's approval and production.
Deliverables and Timeline: Minimum of six public outreach events and property owner outreach strategy, ongoing from notice to proceed.
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I Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Task 2. Fire Prevention Training
SWCA will host two interactive workshops for the public specifically focused on fire prevention training for communities surrounding the TIZ of the Temecula Creek project area. SWCA will work with the City's Fire Prevention Bureau fire prevention team, CAL FIRE, and local fire departments to design and deliver the workshops. These workshops will focus on how to reduce significant fire risks to residents, homes, and property, particularly for communities in the WUI or TIZ. The City has identified deficiencies in current processes and the goal is to address these deficiencies in the planning process; a critical component is arming residents with the knowledge and the tools to implement effective fire mitigation measures. Current processes do not consider hazards of burning primary structures, hazards presented by embers, and the area surrounding the home ignition zone; these are some of the topics that the workshops will address for homeowners. Additionally, the fire prevention trainings will emphasize the interconnectedness of the landscape regardless of jurisdiction, using examples to show how homeowners in the WUI can be key for both successful fire suppression and management of valued natural resources beyond their backyard.
With the designation of Very High FHSZs around the project site, homeowners play a critical role in wildfire risk mitigation. The City has identified that fuels reduction treatments in the 177-acre Temecula Creek project area will protect an adjacent 28,491 acres and 3,048 structures assessed at 1.5 billion dollars.
Deliverables and Timeline: Report of public outreach event within 2 weeks of event.
Task 3. Outreach Materials
SWCA will develop project information, marketing, and outreach materials to engage the community and promote public awareness of the project. These materials include draft posts and announcements for use in print (e.g., citywide mailers, press release, doorhangers) or on Facebook, Twitter, or agency websites (e.g., City of Temecula website).
Some of these materials will be references from CAL FIRE and Firewise USA, which SWCA will help centralize and make readily available for homeowners. Communities in the county are often engaged through social media applications, including community Facebook pages and the Nextdoor App; SWCA can provide this type of avenue that has proven success in reaching locals for project support and engagement. For example, an online survey can gauge a community's perception of preparedness for a wildfire. The property owner outreach strategy specifically (Task 1) will include in -person outreach events, material handouts, an online survey, and project updates to social media applications and the project website.
SWCA will build a project website with GIS integration to share interactive maps and other visual materials; this can take the format of a story map or a project hub site and can be standalone or a direct link within an existing City website page. SWCA has developed CWPP story maps for clients across the western United States that have been very well received by both clients and the public alike. Both a story map or hub site can be implemented as a platform for collaborative efforts with the CWPP Development Team, the City, and the public; allow for local residents' input via a community survey; and provide interactive information to stakeholders and constituents about project status development. The final story map or project hub site deliverable will house the fully executed final CWPP that will be delivered following completion of the CWPP project. The project website provides the ability to host a project tracking system, which is designed to provide real-time updates and the ability for multi -agency coordination and collaboration well after the completion of the CWPP project.
Deliverables and Timeline: Draft print and/or social media posts and announcements, and project website with updates 2 weeks before community event and/or ongoing from notice to proceed.
PHASE 3. CWPP AND COMPREHENSIVE PREVENTION PLAN
SWCA proposes that the CWPP be structured to align with the National Cohesive Wildland Fire Management Strategy (Cohesive Strategy) to facilitate increased integration with national fire policy and funding. The Cohesive Strategy is a strategic push to work collaboratively among all stakeholders and across all landscapes using best science. The City's goals align with the Cohesive Strategy vision of extinguishing fire when needed, using fire when
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Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program allowable, managing our natural resources, and living with wildland fire. The CWPP can be structured into the three main goals of the Cohesive Strategy: 1) Restore and Maintain Resilient Landscapes 2) Fire Adapted Communities and 3) Safe and Effective Wildfire Response. Additionally, the CWPP will align with existing documents and plans in the City and region, such as the Local Hazard Mitigation Plan. By incorporating recommended hazardous fuels reduction measures and fire prevention measures for the WUI and TIZ, the CWPP will deliver a strategic and comprehensive Wildfire Prevention Plan.
Task 1. Prepare CWPP components
Community Risk Assessment
SWCA will complete a community risk assessment that addresses at minimum the overall risk of wildfire occurrence to critical infrastructure, potential fire behavior across the landscape, fire occurrence and history, preparedness of communities and the City, and firefighting capacity. The risk assessment will also include community base maps for visuals of assessed components such as fire history, WUI communities, critical infrastructure, at -risk valued resources, City -identified evacuation routes, and location of firefighting resources and water sources, among others.
In the past decade, California has experienced more large-scale, high -intensity, high -severity wildfires than ever before, forcing firefighters and fire managers alike to adapt operational tactics and management approaches. Specific components feeding into the community risk assessment take this into account and are outlined below and in the fuels reduction plan (see Task 2. Fuels Reduction Plan).
Fire and Fuels Potential
Baseline fuels data will be obtained from the most recent national LANDFIRE database (or other available fine resolution data sets at the City's recommendation), classifying fuels using the 40 Scott and Burgan fire behavior fuel models. SWCA will work with local fire specialists to determine if any fuel models need calibration to best represent current on -the -ground conditions. Continued drought, persistent below average live fuel moistures, anthropogenic activities, and extreme weather events have altered fuels from historic norms, in turn affecting fire behavior and fire regimes.
Potential fire behavior will be modeled using IFTDSS, which uses metrics such as flame length, rate of spread, spotting distance, and fireline intensity to predict fire behavior across the landscape and impacts to local communities The fire behavior model will be ground-truthed by SWCA specialists and through discussions with the City and local fire managers to ensure results account for local anomalies in fuels, topography, fire history, and ignitions before finalization. Modeling the spotting distance provides a prediction of how far embers are likely to carry and potentially impact structures in the WUI and TIZ.
A strategic fuels reduction plan will address the hazardous fuels buildup and degradation of the Temecula Creek project, outlining recommended treatment methods and areas of focus to improve the riparian habitat and reduce wildfire risks of extreme fire behavior to communities in the WUI and TIZ (see Task 2. Fuels Reduction Plan).
Wind Modeling
SWCA will use BlueSky Playground, WindNinja, or another platform to model a wind field for expected fire behavior and fire danger in the Temecula Creek project area. This will shape defensible space and fire mitigation measures for the surrounding WUI and TIZ; SWCA will work with the City's Fire Prevention Bureau fire prevention team for best recommended measures stemming from the modeling results. BlueSky Playground has a component that models emissions per acre for a wildfire or a prescribed burn; this includes particulate matter (PM10 and PM2.5). Under the Clean Air Act, EPA sets and reviews national air quality standards for particulate matter (PM); air quality monitors measure concentrations of particulate matter throughout the country. Specifically, PM10 describes inhalable particles that can affect individuals' health.
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Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Preparedness
Wildfire response preparedness involves communities, City staff, and firefighting resources. We will evaluate the location and capacity of firefighting resources, access roads, water availability for suppression activities, and areas that are particularly vulnerable. Defensible space and home -hardening efforts are two measures of community preparedness. Analyzing the safety and efficiency of identified evacuation routes is key to determining City preparedness (see Evacuation Routes below). Finally, reviewing fire station location, staffing levels, water availability, and community ingress/egress help determine emergency response preparedness.
Evacuation Routes
The increase in large-scale wildfires that move quickly across the landscape are increasingly common in California; this has redefined how we view fire prevention and planning, particularly in the WUI. SWCA will analyze the vulnerability and effectiveness of identified evacuation routes, including primary and alternative routes if the City has identified both. Part of the analysis involves assessing road features, including road curvature, grade, length, surface material, connectivity, stability (bridged vs. unbridged), and adjacent structure density. The other part of the analysis involves evaluating fire behavior in landscapes immediately adjacent to roads. Taken together, this can determine the safety and effectiveness of an evacuation route in the event of a wildfire.
Deliverables and Timeline: Draft comprehensive risk assessment with base maps 5 months from notice to proceed.
Final comprehensive risk assessment with base maps 6 to 7 months from notice to proceed.
Task 2. Fuels Reduction Plan
The Temecula Creek project site has substantial cultural, biological, ecological, and watershed value. Additionally, the City has identified that fuels reduction treatments in the 177-acre Temecula Creek project area will protect an adjacent 28,491 acres and 3,048 structures assessed at 1.5 billion dollars. The TIZ will benefit six communities: the City of Temecula, De Luz, Pechanga Reservation, Rainbow Valley, the Santa Margarita Ecological Reserve, and unincorporated areas of Riverside County beyond Temecula limits. Of these six communities, the first four are considered at -risk based on CAL FIRE's Wildfire Threat to Communities classification. Given the complex yet sensitive habitat at stake, SWCA will recommend a mixture of complimentary treatment methods that effectively reduce hazardous fuels, remove nonnative and invasive species, restore ecosystem health and resilience to wildfire and other disturbances, improve watershed quality, and enhance wildlife habitat. The intent is to restore native vegetation to healthy fuel loadings for each respective fuel model; by restoring and maintaining ecosystem health, systems are more resilient to impacts from climate change, wildfire, pests, and pathogens, among others. Most importantly, this reduces the threat of catastrophic wildfire burning in a larger than historically normal footprint for given fuel types. The plan will include mitigation measures for reduction of current issues in the project area such as the presence of nonnative species and illicit human activity.
The fuels reduction treatments are targeted for the Temecula Creek project site in conjunction with adjacent lands in the TIZ. Wildfire, like other influences, knows no boundaries and is multijurisdictional in nature. The fuels reduction plan will include yearly monitoring to gauge the efficacy of treatments and adapt treatment prescriptions as necessary with changing conditions under the CalVTP (see Task 1. Environmental Document Recommendations). Additionally, tracking the treatment implementation plan will facilitate the City's reporting of GHG emissions for CCI grant requirements. This approach will provide a viable, sustainable, and long-term fuels management plan for the project site and surrounding area. With continued maintenance of fuel loadings of restored vegetation types, the plan will aid in fire prevention for the WUI and TIZ and decrease impacts from catastrophic wildfire.
Deliverables and Timeline: Fuels reduction recommendations and long-term plan 8 months from notice to proceed.
SWCATemecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Task 3. Draft and Final CWPP
SWCA will prepare a draft CWPP for review by the City and CWPP Development Team; the draft documents will be submitted electronically using SWCA's SharePoint site to facilitate review and comment. SWCA recommends facilitating and hosting an in -person meeting to discuss revisions of the draft CWPP; SWCA will ensure the draft CWPP is submitted electronically a minimum of 1 week in advance to allow the Development Team to review beforehand. With the incorporation of the risk assessment, fuels reduction plan, WUI fire prevention plan, and homeowner outreach strategy, the CWPP will address the three goals of the Cohesive Strategy: 1) Restore and Maintain Resilient Landscapes, 2) Fire Adapted Communities, and 3) Safe and Effective Wildfire Response.
Upon completion of the final CWPP, SWCA will produce 10 hard copies of the final CWPP for the City, as well as full electronic copies in both PDF and non-PDF formats. In addition, SWCA will present the final CWPP and any accompanying documents to the Planning Commission and subcommittee and the City Council and subcommittee; this will include one in -person presentation to each of the two groups and up to two additional virtual meetings and/or presentations with each. SWCA will provide all electronic files for transfer from our project SharePoint site.
As described in Phase 2, SWCA will build a project website with GIS integration to share interactive maps and other visual materials; this can take the format of a story map or a project hub site. The project website will highlight the comprehensive risk assessment, fuels reduction plan, and key CWPP points, and will be a source of information on multiple topics for local communities. Full site ownership will be transferred to the City upon completion of the final CWPP to allow for future updates as documents are kept current and projects progress.
Deliverables and Timeline: Draft CWPP 8 months from notice to proceed, City and Development Team revisions no later than 3 weeks from submittal. Final CWPP 10 months from notice to proceed. CWPP presentations 10 to 12 months from notice to proceed. Project website ongoing from notice to proceed.
PHASE 4. ENVIRONMENTAL COMPLIANCE, NATURAL AND CULTURAL RESOURCES Task 1. Environmental Document Recommendations
SWCA will work with City staff to identify CEQA compliance needs for the recommended actions in the Wildfire Prevention Plan and CWPP, including the fuels treatment plan. The SWCA team will first evaluate the potential for the project to qualify for a statutory exemption under Article 18 of the State CEQA Guidelines, which would be the most expeditious route for CEQA compliance. While it is unlikely that statutory exemptions apply to the entire project, careful review of Article 18 will ensure full consideration as this would be the most streamlined CEQA compliance approach. For example, fuels treatment elements of the CWPP and associated documents may qualify. Assuming statutory exemption(s) would not cover all of the activities proposed, as a second step the SWCA team will evaluate the potential for the project or individual project components with more minor environmental resource impacts to qualify for a categorical exemption under Article 19 of the State CEQA Guidelines. The SWCA team will work with the City to include best management practices to reduce the impacts of the project on environmental resources and avoid the need for any mitigation for environmental resource impacts, to the extent feasible, so the project or additional project components can qualify for a categorical exemption. As part of this evaluation, it will be determined where potential revisions to existing categorical exemptions may be logical. While revisions to Article 19 of the State CEQA Guidelines cannot be ensured unless California Office of Planning and Research (OPR) and the California Natural Resource Agency are supportive, having this assessment will support SWCA's work in Task 2 where such a request for modification to the State CEQA Guidelines will be pursued.
If the project does not qualify for a statutory exemption or categorical exemption, SWCA feels confident that the project will fall within the CaIVTP and the appropriate CEQA document will be within the scope of or tiered off the PEIR for the CaIVTP. Under the CaIVTP process, to attain program and CEQA coverage, the SPR-AD-7 Compliance Notification and PSA are required to be submitted to the California Board of Forestry and Fire Protection. Fuels
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Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program treatment activities described in the CaIVTP are prescribed burning, manual treatment, mechanical treatment, prescribed herbivory, and herbicide application. Using the coverage provided by the CaIVTP and its PEIR may be the most effective route for CEQA compliance; SWCA has recent experience facilitating this specific CEQA coverage under the CaIVTP for local agencies (see Project Experience).
SWCA will work with the City early in the process to identify, address, and evaluate viable options to CEQA compliance. Getting input from the City during this process will ensure that the final recommendation(s) are supported by the City. SWCA will present our recommendations in a summary memorandum. Once a final decision is made regarding the recommended approach to the CEQA document, SWCA will prepare a detailed scope of work for the approach.
Deliverables and Timeline: CEQA recommendation memorandum 6 to 7 months from notice to proceed; scope of work for recommended CEQA approach 9 months from notice to proceed.
Task 2. Request Categorical Exemption for Community Wildfire Protection Plans Article 19 of the State CEQA Guidelines provides the listing of categorical exemptions currently in effect. The current listing of categorical exemptions does not specifically address CWPPs; however, several of the existing exemptions in Article 19 may apply, which will be considered in Task 1. In addition, any public agency can request a new class of categorical exemptions be added or and existing exemption amended. The required procedure, consistent with the OPR guidance, is to send a request to OPR for such a change. SWCA will support the City of Temecula through this process, including initial consultation with OPR to determine the specific information OPR would like to see in such a request; determination of where similar requests have been successful, if possible, and applying "lessons learned;" and developing draft and final versions of the request to OPR. The City would ultimately need to transmit the request as the CEQA lead agency. SWCA's objective in this task is to provide the right level and type of information for OPR to determine that the request be forwarded to the California Natural Resource Agency to go through a formal rule - making process to include the revision and/or addition to the California Code of Regulations and the State CEQA Guidelines.
Deliverables and Timeline: Draft request for categorical exemption for CWPP to City of Temecula 4 months from notice to proceed; final request for categorical exemption for CWPP to OPR 5 months from notice to proceed.
Task 3. Natural Resources
The project area is located in or adjacent to a Western Riverside County MSHCP criteria area, in or adjacent to existing conservation easements, and within sensitive riparian habitat. As part of the Joint Project Review (JPR) application process, SWCA will prepare a consistency analysis report. Based on initial review of existing publicly available data, habitat assessments and focused surveys may be required for several species such as least Bell's vireo and coastal California gnatcatcher (among several others) with critical habitat and/or recent records found in the vicinity. SWCA will conduct literature reviews and field assessments of the project area. SWCA will identify focused surveys required and analyze the potential impact of recommended fuels treatment methods and natural resource management activities in relation to the MSHCP requirements. The consistency analysis will include applicable Criteria Cell(s) or Cell Group, an overview of potential Cores and Wildlife Linkages, results of surveys required by the MSHCP, an assessment of impacts to sensitive resources, and proposed mitigation (if needed).
The Temecula Creek project area is part of a wildlife corridor identified in the MSHCP yet is experiencing habitat degradation due to nonnative and invasive species, increased fuel loads, trespassing, and illicit human activities. It is possible that recommended activities will improve and/or restore functions in this part of Temecula Creek, and therefore be self -mitigating. If mitigation is needed, SWCA will prepare a Determination of Biological Equivalent or Superior Preservation (DBESP).
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Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program It is anticipated that waters regulated by the state and the USACE are present in the project area. SWCA will prepare a jurisdictional determination to analyze the extent of these waters and, following results of the survey, present a potential permitting strategy to the City, if management and/or mitigation activities may impact these regulated resources.
SWCA anticipates that there may be several environmental issues and potential constraints related to riparian habitat, sensitive and/or listed species, and jurisdictional resources in the project area. As encouraged by the Riverside Conservation Authority (RCA), SWCA recommends coordinating with the RCA, CDFW, USFWS, USACE, and RWQCB as soon as potential impacts regulated by any of these agencies are identified and should be included as stakeholders in the CWPP process.
Deliverables, Assumptions, and Timeline: Recommended CEQA-level MSHCP consistency analysis, JPR application, and associated technical analyses 8 months from notice to proceed. All required habitat assessments and reporting will be completed by this deadline. Once potential habitat is identified SWCA will attend up to two of the monthly RCA/Wildlife Agencies or the Pre -Application Meetings prior to initiating the JPR Process. It is likely that the project area supports sensitive species habitat and the RCA and/or wildlife agencies may require full protocol surveys (as outlined in the Optional Task below) to complete the consistency analysis and the JPR process.
Optional Task
As an optional task, SWCA will provide focused field surveys for the following identified species: least Bell's vireo, western burrowing owl, and coastal California gnatcatcher, as well as rare plant surveys identified during Task 3.
Other requested species surveys would be budgeted separately. SWCA biologists will conduct these optional surveys at the project site in suitable habitat for each species within the survey area and a buffer of up to 50 feet (where feasible).
Deliverables, Assumptions, and Timeline: Focused species surveys, to be determined based on notice to proceed date and field season constraints. Depending on agency requirements and species habitat present, surveys could extend 12 to 14 months or longer from notice to proceed. SWCA assumes personnel will have free access to the site for field surveys and no access issues or other delays (weather/safety) will affect the fieldwork schedule. SWCA will not be responsible for survey delays due to unsuitable survey conditions (weather) or unsafe conditions. SWCA will notify client immediately if these conditions arise.
Task 4. Permitting
SWCA will work with City staff to identify permitting that may be needed to move the recommended treatments to implementation. This list will be provided as a matrix and will include, at a minimum, the permit, the permit trigger, the permitting agency, the permit timeline, and a cost estimate to complete the application or environmental document.
We understand that environmental compliance tasks could include CDFW Section 2081 Endangered Species Act ITP, CDFW 1602, USACE Section 404, or RWQCB 401 to name a few. We have an in-depth knowledge of the circumstances and conditions that would generate the need for each of these documents and/or permits.
Deliverables and Timeline: Permitting matrix 8 months from notice to proceed.
Task 5. Cultural Resources
SWCA will work with the Pechanga Band of Indians and the City to fully understand and integrate traditional ecological knowledge (TEK) in the development of the plans and recommended actions. Temecula Valley has been the home of the Pechanga people for thousands of years, and recognition and respect for cultural resources and artifacts must influence natural resource management decisions, particularly for fuels and fire management planning.
SWCA will work with the Pechanga Band of Indians and the City to ensure TEK is incorporated in wildfire management, fuels treatments, and habitat restoration in a way that is sustainable, cross -boundary, inclusive of tribal concerns, and considers the landscape long-term. SWCA has decades of experience consulting with the California
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Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Native American Heritage Commission (NAHC) and NAHC-listed tribal groups and years of experience with Assembly Bill 52 consultation with California Native American tribes.
SWCA will conduct a confidential CHRIS records search of the project area and a 0.5-mile radius at the Eastern Information Center (EIC), located at the University of California at Riverside, which houses cultural resources records for Riverside County. Specifically, SWCA will obtain copies of resources located within the project area and a 0.5-mile radius, as well as copies of previous studies that intersect the project area or otherwise provide relevant information for assessing cultural resources sensitivity. In addition to the cultural resources inventory records and reports on file at the EIC, SWCA will examine the Determinations of Eligibility listings, and the OHP-prepared Historic Property Data File (Data File). The Data File contains listings for the NRHP, CRHR, State Historical Landmarks, local eligibility listings, and California Points of Historical Interest. The records search at the EIC will be a standard (non -rush) request and will not exceed $4,000. Should the cost exceed this amount, a change order will be necessary.
SWCA will contact the NAHC for a review of its Sacred Lands File immediately upon contract execution. The NAHC will determine whether any NAHC-listed Native American sacred lands are located within or adjacent to the project area. In addition, the NAHC will provide a list of Native American tribes affiliated with the project area, which SWCA will in turn provide to the City. Support under this task will not constitute tribal consultation under Assembly Bill 52 or Section 106.
To consider built environment historic resources, SWCA will conduct several desktop exercises including verifying whether or not the parcels are within or adjacent to an NRHP-listed or NRHP-eligible historic district, CRHR- or locally listed or eligible historic district, or Mills Act property.
SWCA will use parcel data available from the Riverside County Assessor's Office online database service to complete this task. Where parcel data are unavailable or inconclusive, SWCA will rely on real estate property listings or historic aerials to determine the approximate property construction date. SWCA assumes that all parcels can be referenced online and that an in -person research at the Riverside County Assessor's Office will not be required.
SWCA will review the Built Environment Resources Directory (BERD) as well as the list of California Historical Resources and California Historical Landmarks maintained by the OHP to confirm that the project area is not in or adjacent to an NRHP-listed or NRHP-eligible historic district. SWCA will review the results of the comprehensive confidential records search at the CHRIS EIC for any additional listings not included in the BERD or other sources.
SWCA anticipates that there may be several potential constraints related to cultural resources, traditional cultural landscapes and traditional cultural properties in the project area. After completing the CHRIS and Sacred Lands File searches and tribal outreach outlined above, SWCA will prepare a cultural resources constraints report. The constraints report will be used to inform fuels treatment and management of wildfire and other cultural resources recommendations. It is anticipated that several virtual meetings involving the project proponents, the Pechanga Band of Indians, and SWCA will further serve to inform the results of the cultural resources constraints memorandum.
SWCA assumes no fieldwork or in -person meetings will be necessary to complete the cultural resources constraints report.
The locations of sensitive archaeological resources are considered confidential. As such, resource location information will be included in a confidential appendix attached to the report, so that the confidential appendix can be redacted should any version of the report be submitted for public review. A complete version of the report, with the confidential appendix, will be submitted to the EIC for its files.
Deliverables, Assumptions, and Timeline: Assuming current lead times (approximately 6-8 weeks) for records search results from the NAHC and the EIC do not change significantly, the cultural resources constraints report is expected 10 months from notice to proceed.
STemeculaWCA
I Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program PRICE
The proposed fee schedule (pricing) for all services and products (Exhibit A) has been provided in Appendix B.
APPENDIX A:
Key Personnel Resumes
SWCA I Resume
ANGELA CHONGPINITCHAI, M.S., PROJECT MANAGER
Ms. Chongpinitchai is an experienced fire management planning specialist with extensive knowledge of fire suppression and recovery, fire ecology, fuels and forest health management, and federal laws and regulations, including the National Environmental Policy Act (NEPA). For over a decade she worked for the U.S. Forest Service and other federal land management agencies across the country, including in complex fire -prone areas such as California and the Southwest region in both primary fire and fuels positions. Her strengths are long-term planning, organizational and communication skills, and forming successful partnerships with other individuals and organizations. She has worked with county, state, and federal agencies, timber and utility companies, tribal entities, and academia for cross -boundary projects, fire management planning, and ecosystem restoration efforts.
Ms. Chongpinitchai is an effective leader and manager in daily operations of large-scale projects and is adept at advising others on technical forest resource topics, particularly the hazardous fuels challenge and climate change impacts impacting the West. She has planned and facilitated numerous workshops and meetings for public outreach and education on wildfire awareness and fuels management topics, including community protection plans.
Ms. Chongpinitchai brings the unique experience of over a decade as a frontline firefighter in overhead operations and command positions for wildfires and other all -hazard incidents throughout the West. Here she has worked with countless CalFire units, Cal OES, county and municipal departments, tribal entities, private contractors, and other federal firefighting resources in the Incident Command System (ICS) through the National Incident Management System (NIMS).
YEARS OF EXPERIENCE
SELECTED PRIOR PROJECT EXPERIENCE( denotes project experience prior to SWCA)
13 * Prescribed Fire and Fuels Management Strategy Environmental Assessment
EXPERTISE
(EA); Mendocino National Forest, California. Proposed, designed, and led the Community wildfire protection planning
development of an EA for the restoration of forest health and resilience and the reduction Hazardous fuels management in the
of catastrophic wildfires through prescribed burning and fuels management. Managed an wildland—urban interface
interdisciplinary team to meet NEPA compliance, Land and Resource Management Plan policy, and applicable federal and state agency consultation. Role: Program Manager.
Forest health management
Developed, designed, and led writing of the EA and all core team meetings with U.S.
NEPA / CEQA compliance
Forest Service personnel, contractors, tribal liaisons, and other collaborators. Organized public outreach meetings and initiatives, working with the Forest Public Affairs Officer for Fire ecology
widespread marketing and public commenting response.
Post -fire restoration and monitoring
* Post -Fire Monitoring; Mendocino National Forest, California. Mendocino National Vegetation management planning
Forest Fire and Fuels managers collaborated with U.S. Forest Service Pacific Northwest
EDUCATION
Research Station Research Ecologists to design post -fire monitoring programs.
Monitoring looks at the effectiveness of different management treatments in moderate to M.S., Environment and Natural
high severity fire footprints from the Ranch Fire (2018) and the August Complex (2020) Resources, e: Forest/Fire Ecology; Ohio
on federal lands. Management treatments include salvage -logging, mechanical and State University, Ohio
manual thinning, and prescribed burning. Collected data is modeled using FVS (Forest REGISTRATIONS 1 CERTIFICATIONS
Vegetation Simulator) and other tools to predict the future stand composition and Adult First Aid/CPR/AED Certified,
subsequent fire behavior with new fire starts. Role: Fire Planner/ Fuels Specialist. Co - California; American Red Cross; 2021
designed the monitoring protocol and interpreted modeling outcomes for fire management planning.
Certified Multiple Resource Wildland
Firefighter; National Wildfire
Coordinating Group; 2022
SWCA I Resume
MONTIEL AYALA, ASSISTANT PROJECT MANAGER
Mr. Ayala is a biologist with a varied academic background in fire ecology, conservation biology, watershed science, and geospatial analysis (GIS). He has over 3 years of experience in technical writing, scientific research, and spatial analysis and GIS modeling. His experience includes field operations in varied ecosystems across California as well as the use of remote sensing and GIS to study fire effects across the western United States. He has substantial knowledge of California's fire regimes, ecoregions, and wildfire regulations. His graduate -level projects include field -based plant and wildlife surveys as well as pre- and post -fire change detection (NDVI, dNBR, and land surface temperature) of recent California fires —the 2020 Bobcat Fire and the 2021 Dixie Fire.
Mr. Ayala has worked on various Community Wildfire Protection Plans (CWPPs) across California, including the City of Corona, the community of Three Rivers, and the counties of Kern and Tulare. Mr. Ayala has also worked on CWPPs outside of California, including the Kenai Peninsula Borough, Alaska; Union County, Illinois; Bernalillo County, New Mexico; and Dukes County, Massachusetts. In California, he is currently working on the Inyo and Solano County CWPPs. He has also worked on a variety of land/fire management plans and environmental permitting projects for clients throughout the western United States.
SELECTED PROJECT EXPERIENCE
YEARS OF EXPERIENCE
City of Corona CWPP; City of Corona; Corona, Riverside County, California. SWCA 3 developed a detailed community -scale CWPP to address wildfire hazards and risks in the
EXPERTISE
wildland urban interface (WUI) of Corona, California. SWCA worked with the City of Fire planning
Corona and state and federal partners to develop mitigation measures to address wildfire risk. The project involved extensive public outreach and development of an online story Fire ecology
map to support project delivery. Role: Environmental Specialist. Authored CWPP California wildfire regulations
sections and assisted with project development.
Conservation biology
Tulare County CWPP; Tulare County Resource Conservation District; Tulare Watershed science
County, California. SWCA worked with stakeholders in Tulare County to develop a Geospatial analysis (GIS)
comprehensive CWPP to address catastrophic fire risk in a diverse WUI. SWCA developed a thorough wildfire risk and hazard assessment for the County that includes
EDUCATION
desktop analysis (GIS) and field assessments. The CWPP involves collaborative M.S., Environmental Science, e:
planning that incorporates a large range of stakeholders. The CWPP aligned with a Hydrology; California State University,
community plan being develop for Three Rivers, a Tulare County WUI area at risk. Role:
Los Angeles; 2022
Technical Author. Authored CWPP sections and assisted with project development.
B.S., Biology, e: Ecology and Evolution;
Kern County CWPP; Kern County Fire Department; Kern County, California. SWCA California State University, Northridge;
developed a CWPP for Kern County to identify and address wildfire risk within the WUI. 2019
The CWPP included extensive stakeholder engagement and the integration of existing
CERTIFICATIONS
GIS data sets to develop a comprehensive risk assessment and deliver Geographic Information Systems
recommendations for practical measures to minimize the ignitability of structures Certification, California State University,
throughout the area and reduce hazardous fuels. Role: Technical Author. Authoring Los Angeles; 2022
CWPP sections and assisting with project development.
Richards Ranch Annexation; City of Santa Maria; Santa Barbara County, California.
SWCA is preparing an environmental impact report for the annexation, pre -zoning, and approval of a conceptual development plan for approximately 46 acres of property that includes a mix of commercial and high -density residential uses. Role: Technical Author.
Authoring the wildfire section of the EIR.
SWCA I Resume
VICTORIA AMATO, M.S., PRINCIPAL FIRE ECOLOGIST
Ms. Amato is a natural resources planner with a diverse academic background in forestry, fire ecology, and resource management. While with SWCA she has worked with a variety of land management agencies across the United States, including the U.S. Forest Service, the Bureau of Land Management, and the National Park Service (NPS), studying fuels reduction treatments, forest stand structure, fire behavior, remote sensing classification, and monitoring of burned areas. She has completed classes and coursework in forest and vegetation management, silviculture, forest ecology, ecological restoration, fire ecology, fire behavior, and fire management, and she is familiar with fire modeling using FlamMap, FIREMON, FARSITE, BehavePlus, and FOFEM. She has managed multiple National Environmental Policy Act (NEPA) compliance projects in support of fire management planning, fuel reduction and forest restoration and is the contract manager for a large Blanket Purchase Agreement (BPA) with the NPS for NEPA and Fire Management Planning services across the U.S. She has worked on post -fire monitoring projects as well as a Burned Area Emergency Response project, where she served as fire ecologist and lead report writer.
SELECTED PROJECT EXPERIENCE
YEARS OF EXPERIENCE
17 City of Corona CWPP; City of Corona Fire Department; Riverside County, California. SWCA is developing a detailed community -scale CWPP to address wildfire
EXPERTISE
hazards and risks in the wildland urban interface (WUI) of Corona, California. SWCA is Community Wildfire Protection Plans
working with the City of Corona and state and federal partners to develop mitigation (CWPP)
measures to address wildfire risk. The project involves extensive public outreach and Forest ecology and management
development of an online story map to support project delivery. Role: Project Manager.
Managing project and will serve as primary author.
Ecological restoration
Kern County CWPP; Kern County Fire Department; Kern County, California. SWCA Fire effects monitoring
is developing a CWPP for the County to identify and address wildfire risk within the WUI.
EDUCATION
The CWPP includes extensive stakeholder engagement and the integration of existing M.S., Forestry, e: Fire Ecology/Habitat
GIS data sets to develop a comprehensive risk assessment and deliver Management; Colorado State
recommendations for realistic measures to reduce the ignitability of structures throughout University; Fort Collins, Colorado; 2006
the area and reduce hazardous fuels. Role: Technical Lead. Stakeholder engagement and technical oversight for development of risk assessment and plan content.
M.S., Resource Management; University
of Edinburgh, Scotland; 2003
Tulare County CWPP; Tulare County Resource Conservation District; Tulare B.S. with honors, Geography; University
County, California. SWCA is working with stakeholders in Tulare County to develop a of Exeter, England; 2000
comprehensive CWPP to address catastrophic fire risk in a diverse WUI. SWCA is developing an intricate wildfire risk and hazard assessment for the County that includes
REGISTRATIONS I CERTIFICATIONS
desktop analysis and on -the -ground assessment. The CWPP involves collaborative Certified Type II Wildland Firefighter,
planning that incorporates a large range of stakeholders. The CWPP is also being New Mexico; 2017
aligned with a community plan being developed for Three Rivers, a Tulare County WUI
TRAINING
area at risk. Role: Technical Lead. Providing stakeholder engagement and technical oversight for development of risk assessment and plan content.
National Incident Management System
—IS-00700a, Federal Emergency
Emergency
Three Rivers CWPP; Three Rivers Fire Safe Council; Tulare County, California.
Management Agency;
SWCA is developing a detailed community -scale CWPP to address wildfire hazards that threaten residents and watershed health in and around the Three Rivers community. The Wildland Firefighter Refresher and
project involves extensive public outreach, multiple stakeholder meetings, and a detailed Arduous Fitness Test, Valencia County
fine -scale wildfire risk and hazard assessment. The CWPP is accompanied by an Fire Department; 2017
interactive story map to increase community engagement. Role: Project Manager.
FIREWISE Communities, Firewise
Managing project and will serve as primary author.
Communities USE; 2007
SWCA Resume
LIZ HITZFELDER, M.A. GEO., GIS AND MODELING SPECIALIST
Ms. Hitzfelder is an Associate Project Geospatial Scientist with a geospatial modeling background specializing in fire and vegetation management. She earned her M.A. in Applied Geography, focused on geographic information science. In graduate school, she specialized in applications of remote sensing to assess vegetation differencing for geomorphic changes. She is proficient with IFTDSS, ArcGIS, ArcPro, ArcGIS Online, ERDAS Imagine, Pathfinder Office, Python, and other geospatial applications. She has used her expertise for CWPPs and fire projects by providing custom fuel and fire behavior modeling, risk assessment modeling, development of wildland—urban interface (WUI) community boundaries, ArcGIS StoryMap production, and geographic information system (GIS) analysis. Ms. Hitzfelder has provided GIS services on several Community Wildfire Protection Plans (CWPPs) across the country, including the Union County CWPP in Illinois and the Martha's Vineyard CWPP in Massachusetts.
YEARS OF EXPERIENCE
SELECTED PROJECT EXPERIENCE
4 Tulare County CWPP; Tulare County Resource Conservation District; Tulare County, California. SWCA is developing a CWPP that covers at -risk areas, including
EXPERTISE
unincorporated and undeveloped land in the foothills and mountains of eastern Tulare ArcGIS, ArcPro, IFTDSS, Esri Online
County, which includes an intermix of federal, state, and private lands. Role: GIS Applications, ERDAS Imagine,
Specialist.
Pathfinder
Pathfinder Office, Python, and other
geospatial applications
Kern County CWPP; Kern County Fire Department; Kern County, California. SWCA is developing a CWPP that incorporates risk and hazard assessments of WUI areas.
GIS
SWCA works in close cooperation with external stakeholders such as the U.S. Forest Community Wildfire Protection Planning
Service in order to identify fuel treatments to complement existing and planned fuel
EDUCATION
reduction efforts in the project area. Role: GIS Specialist Master of Applied Geography,
Martha's Vineyard Wildfire Protection Plan; Martha's Vineyard Commission; Dukes Geographical Information Science;
County, Massachusetts. SWCA developed a CWPP to evaluate wildfire risk and hazard Texas State University, San Marcos,
potential across the eight municipalities of Dukes County, Massachusetts. SWCA worked Texas; 2019
in close cooperation with stakeholders such as the Massachusetts Department of B.S., Geography Water Resources, m:
Conservation and Recreation, local land trusts, fire chiefs, and the Martha's Vineyard Geology; Texas State University, San
Commission to develop a comprehensive assessment of risk, identify potential Marcos, Texas; 2017
improvement projects, and provide guidance to the fire departments of Dukes County to increase wildfire response and preparedness. This project was conducted during the COVID-19 pandemic. As in -person meetings
were not allowed during the majority of the CWPP process, SWCA developed innovative solutions for Core Team meetings, public engagement, and stakeholder communication. Role: GIS Specialist.
Three Rivers Fire Safe Council CWPP; Tulare County, California. SWCA is developing a CWPP that incorporates risk and hazard assessments of WUI areas in Three Rivers, California. SWCA works in close cooperation with external stakeholders such as the U.S.
Forest Service in order to identify fuel treatments to complement existing and planned fuel reduction efforts in the project area. Role: GIS Specialist and web development for Story Map.
Union County CWPP; Southern Five Regional Planning District and Development Commission; Union County, Illinois. SWCA developed a CWPP that incorporates risk and hazard assessments of WUI areas in and adjacent to Union County. SWCA worked in close cooperation with external stakeholders, such as the U.S. Forest Service and Illinois Department of Natural Resources, and integrated existing GIS datasets to deliver recommendations for realistic measures to reduce the ignitability of structures throughout the area and reduce hazardous fuels. Role: GIS Specialist.
SWCA I Resume
BOBBETTE BIDDULPH, B.S., CEQA LEAD
Ms. Biddulph is an environmental consultant with a diverse professional background throughout California. Her focus is on program management and she has a deep knowledge of the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA). She excels in leading and participating in multidisciplinary teams involving scientists, engineers, and planners. Ms. Biddulph balances competing objectives throughout the planning process, giving clients sophisticated insight and guidance to inform decision -making. Ms.
Biddulph's experience with planning, environmental documentation, and compliance spans a myriad of project types, from the small and focused to the large, complex, and controversial. With a degree in City and Regional Planning, Ms. Biddulph's academic training provides a necessary foundation to provide a range of services to landowners and municipal planning and public works departments.
YEARS OF EXPERIENCE
SELECTED PROJECT EXPERIENCE( denotes project experience prior to SWCA) 29 * Bella Linda Residential Development Environmental Impact Report (EIR); City of Temecula; Temecula, California. The project consisted of the development of an EIR
EXPERTISE
for a residential project in Temecula which consisted of 325 apartment units and 49 CEQA / NEPA Compliance
senior single-family units. The most controversial issues for the project were the Project Management
sensitivity from a cultural resources perspective and the Pechanga Band of Luiseno Indians concerns on the project. Role: Project Director.
City and Regional Planning
* Uptown Jefferson Corridor Specific Plan EIR; City of Temecula; Temecula,
EDUCATION
California. The City of Temecula envisions the Jefferson Corridor as Temecula's "Great B.S., City and Regional Planning;
Street." The area is adjacent to the historic Old Town area and is surrounded by a variety California Polytechnic State University,
of resources that can support the enrichment of the district. The Uptown Jefferson San Luis Obispo; 1992
Specific Plan encourages a development pattern that fosters pedestrian activity and capitalizes on the area's proximity to the Murrieta Creek trail. Role: Project Director.
MEMBERSHIPS
Managed the preparation of the EIR and served in an advisory role for the Specific Plan.
Member, American Planning * As -Needed Environmental Services; City of San Diego Transportation and Association
Stormwater Department; San Diego County, California. In addition to providing Member, Association of Environmental oversight and CEQA support for the City of San Diego Transportation and Stormwater Professionals Department, Ms. Biddulph was also responsible for management and implementation of a key priority project —the San Diego State University (SDSU) Stadium Outfalls project, which was in an important habitat area of the San Diego River. The project scope of work included CEQA, biological and jurisdictional waters analysis, cultural resources assessment, City of San Diego permitting, and three regulatory agency permits. The project allowed for the smooth transfer of the stadium site by the City of San Diego to California State University for the future SDSU West campus. Role:
Project Manager. Served as an extension of staff, Project Manager, and CEQA specialist. * As -Needed CEQA Support, Resource Monitoring and Biological Restoration Services; County of San Diego Department of Parks and Recreation; San Diego, California. Provided on -call services for task orders related to development of County park facilities and trails. These projects include a range of tasks including biological and cultural resources inventory surveys, long-term species monitoring, vegetation management and public access plans, and CEQA documents for recreational projects. Focal projects for which Ms.
Biddulph has provided CEQA expertise include the Otay Valley Regional Park Rios Bike Skills Park Initial Study/Mitigated Negative Declaration (IS/MND) and the Sweetwater Campground Expansion Project IS/MND. Role: Senior CEQA Lead.
Richards Ranch Annexation; City of Santa Maria; Santa Barbara County, California. SWCA is preparing an EIR for the annexation, pre -zoning, and approval of a conceptual development plan for approximately 46 acres of property that includes a mix of commercial and high -density residential uses. Role: Project Manager. Ms. Biddulph is overseeing the preparation of the EIR, is the day-to-day contact for the City, and is directing the technical studies to be completed for the project, which include a Water Supply Assessment, Cultural Resources Assessment, and peer reviews of the applicant -procured traffic and biological resources studies.
SWCA I Resume
MATT BEH REND, M.A., RPA, CULTURAL RESOURCES LEAD
Mr. Behrend is an archaeologist with over 20 years of experience in cultural resources management. He has extensive experience with office -based and field -based duties. Mr. Behrend has led and directed several surveys throughout his career, leading crews of up to 12 people at a time. He has also assisted with field training of crew members and directed site recording as part of survey work. Mr. Behrend has worked on projects in Alaska, Arizona, California, Utah, Texas, Florida, Ohio, Kentucky, Indiana, Pennsylvania, and Ethiopia. His duties as Cultural Resources Section Manager at the Arizona State Land Department included report review, state and federal statutory compliance review, Arizona/National Register eligibility assessment, and direct supervisory duties of cultural resources staff. As an experienced archaeologist, Mr. Behrend prepares treatment plans, data recovery plans, technical reports, and proposals, and has in-depth knowledge of the National Historic Preservation Act (Section 106) and the California Environmental Quality Act (CEQA). Mr. Behrend is listed as Principal Investigator on BLM Permits in California and Arizona.
YEARS OF EXPERIENCE
SELECTED PROJECT EXPERIENCE
23 Carlsbad/Carroll Canyon Habitat Restoration; Kinder Morgan Contracting Services LLC; San Diego County, California. SWCA has provided habitat assessments, natural
EXPERTISE
resource constraints surveys, wetlands permitting, habitat restoration planning, and Archaeological monitoring
cultural resource studies for pipeline anomaly testing and repair projects throughout San Archaeological excavation, testing, and
Diego County, including in the Penasquitos Lagoon Watershed. These projects have data recovery
included work in sensitive riparian habitats in jurisdictional wetlands, within uplands in the Multi -Habitat Planning Area of the City of San Diego and other preserves, and adjacent Data Recovery Plans
to nesting bird habitat. Role: Archaeologist.
Cultural resources treatment plans
Yosemite Tuolumne Meadows Campground Phase I Archaeology; Otak, Inc.; Prehistoric archaeology
Yosemite National Park, Tuolumne County, California. SWCA was retained by Otak,
EDUCATION
Inc. to conduct archaeological site testing and National Register of Historic Places eligibility evaluation of four prehistoric sites in advance of planned infrastructure M.A., Anthropology; University of
Florida; Gainesville, Florida; 2002
improvements at the Tuolumne Meadows Campground within YOSE in Tuolumne County, California. SWCA was required to propose, sign a contract, and mobilize into the B.A., Anthropology; Trinity University;
field within one week. We managed to mobilize a large crew to get the work done in less San Antonio, Texas;1999
than 10 days. Lab work and report writing are still in progress, but the project will be REGISTRATIONS 1 CERTIFICATIONS
completed in the time that the National Park Service required. Role: Co -Project Manager.
Registered Professional Archaeologist Vikings Solar Project Environmental Services; ZGlobal; Imperial County, No. 17212; Register of Professional
California. SWCA prepared biological resources, cultural resources, aquatic resources, Archaeologists; 2017
air quality/GHG emissions, traffic, agricultural land conversion, and paleontological Safety Certified Field Supervisor; 2020
resources studies on an accelerated schedule for a 100-MW solar and storage project in Imperial County. SWCA also provided the client with permitting strategy and CEQA support for the project as it moved through the permitting phase with Imperial County.
U.S. Bureau of Land Management
Role: Archaeologist.
Cultural Resource Use Permit (CA-20-
28), Field Director; CA
SCE Large Cap CWA L028 Rock Ring Archaeo Damage Assessment; Southern
TRAINING
California Edison Company; Riverside County, California. At the request of Southern California Edison SWCA conducted a damage assessment of a pre -historic rock ring site CPR/First-Aid, Red Cross; 2021
inadvertently impacted during wire stringing activities. Role: Archaeologist. Assisted with Project Management Bootcamp, PSMJ
preparation of Historic Properties Treatment Plan.
Resources, Inc.; 2020
OSHA 30 Hour Construction; 2020
SWCA Resume
ROBERT MACALLER, B.S., NATURAL RESOURCES LEAD
Mr. MacAller is the Southern California Natural Resources Director at SWCA. He began his career as a restoration biologist and has been providing expertise in natural resources related issues for over 28 years. Mr.
MacAller has spent the past two decades guiding his clients through the complexities of local, state, and federal environmental regulations to successfully complete their projects. Mr. MacAller has managed large teams to complete challenging projects for private developers, city and county governments, and federal agencies. As a habitat restoration expert, he has effectively negotiated, planned, implemented, and managed mitigation projects for a variety of habitats throughout California and the Southwest. Additionally, he has led multiple departments and offices, developing staff and promoting community involvement, and successfully leading an organization of multidisciplinary environmental professionals.
YEARS OF EXPERIENCE SELECTED PROJECT EXPERIENCE( denotes project experience prior to SWCA) 29 San Francisquito Canyon Aquatic Barriers Restoration Program; Resource Institute, Inc.; Los Angeles County, California. SWCA in partnership with The EXPERTISE Resource Institute is working with the U.S. Forest Service on a National Fish and Wildlife Habitat assessments Foundation grant to conduct river restoration at two distinct sites along San Francisquito Creek in the Angeles National Forest. Phase 1 of the program involves baseline Natural resource surveys conditions analyses, natural channel design/engineering, road crossing Restoration planning design/engineering, developing all required permitting documents (including NEPA and Restoration ecology CEQA), stakeholder and community outreach, and biological and cultural resource support (surveys, documents, and permits). Role: Senior Ecologist. Provided habitat Endangered plants restoration expertise and quality control.
Upland and riparian ecosystems
* County of San Diego Public Works Environmental Services; County of San EDUCATION Diego, California; San Diego County, California. Environmental consultant services B.S., Biology; San Diego State for the County, primarily natural and cultural resources, noise, air quality, habitat University restoration, and preparation of environmental documentation support for public works TRAINING projects in San Diego County jurisdiction. Assisted the County with long-term monitoring of conservation banks, identification of mitigation parcels, restoration planning, Advanced CEQA, Association of development of environmental documents, focused endangered species surreys, vernal Environmental Professionals pool monitoring and maintenance, environmental compliance related to MEMBERSHIPS road maintenance, and natural resources protection in County rivers. Role: Principal -in - Member, Society for Ecological Charge, Biologist, Restoration Ecologist, Project Manager. Contract and client Restoration manager. Provided natural resources staff oversight, quality control review of biological reports, plant data consultation, wildlife habitat evaluations, and habitat restoration recommendations.
* El Sobrante Landfill Natural Resources Support Services; El Sobrante Landfill; Riverside County, California. Provided support to the operations, maintenance, expansion, and compliance with the project Habitat Conservation Plan (HCP). Projects included development of biological reports (biotechnical reports) in compliance with the El Sobrante HCP, monitoring of construction activities, processing and assisting with negotiation of permits with regulatory agencies, and preparation and implementation of native wetland and upland habitat restoration plans. Role: Project Manager, Principal -in -Charge, Restoration Ecologist. * Pacific Highlands Ranch; Pardee Homes; San Diego County, California. Negotiated, planned, and implemented 130 acres of upland and riparian habitats throughout designated open space. Established eight breeding pairs of least Bell's vireo in locations they had not been observed in for decades. Role: Project Manager, Restoration Biologist. Developed master restoration plan, implemented programs, conducted agency outreach and coordination, and provided natural resources management for development construction.
SWCA I Resume
MEG PERRY, M.E.M., PUBLIC OUTREACH
Ms. Perry is a Facilitator and Program Manager. She has designed and facilitated stakeholder engagement and public input for a variety of environmental decision -making and planning processes. Her recent projects involve hazard assessment and resilience planning for ecosystems, communities, and infrastructure; collaborative water management with state and local agencies and the U.S. Army Corps of Engineers; Endangered Species Act, National Environmental Policy Act, and National Historic Preservation Act compliance; adaptive management; and mining and renewable energy projects.
YEARS OF EXPERIENCE
11 EXPERTISE
Facilitation and multiparty consensus -
building
Public and stakeholder engagement
Survey design and public comment
analysis
Long-term and large-scale
environmental planning
Hazard mitigation planning
EDUCATION
M.E.M., Ecosystem Science and
Conservation; Nicholas School of the
Environment, Duke University; 2014
SELECTED PROJECT EXPERIENCE
North Carolina Resilient Coastal Communities Program; North Carolina Department of Environmental Quality; Bertie County, North Carolina. SWCA is providing coastal resiliency planning technical assistance to four counties and municipalities. In cooperation with Community Action Teams in each community, SWCA is conducting community engagement, a risk and vulnerability assessment, and planning, project identification, and prioritization. The final product of this process is a Resilience Strategy for each community that includes a risk and vulnerability assessment report and prioritized resilience project portfolio. Role: Project Manager.
Purisima-to-the-Sea Parking Area and Trails Feasibility Study; Midpeninsula Regional Open Space District; San Mateo County, California. SWCA is providing a full service design team to provide professional site planning, technical analysis, and design services to conduct a feasibility study for a new parking area, trailhead, trail connections and pedestrian crossings for the Purisima-to-the-Sea Project. The Purisima- to-the-Sea Trail will be an approximately 15-mile regional trail that will provide east -west connections from Midpen's 5,038-acre Purisima Creek Redwoods Open Space Preserve to the San Mateo County coast, linking the Bay Area Ridge Trail along the Skyline corridor with the California Coastal Trail along the San Mateo coast. Role: Facilitator.
Certificate, Community Based
Carmel River Floodplain Restoration; McBain Associates; Monterey County, Environmental Management; Nicholas
California. SWCA is currently providing environmental services to model, design, and School of the Environment, Duke
permit restoration of an approximately 1-mile reach of the Carmel River in the Rancho University; 2014
Canada Unit, Palo Corona Regional Park. SWCA is collaborating with McBain Associates and a 20-person technical advisory committee for holistic habitat restoration B.A., Biology; Swarthmore College,
of 190 acres of former golf course to provide vital linkage from Palo Corona to Big Sur.
Swarthmore, Pennsylvania; 2008
Role: Planning Specialist.
TRAINING
SCVOSA Coyote Valley Conservation Areas Master Plan Work Order #1; Santa Essential Facilitation, Interaction
Clara Valley Open Space Authority; Santa Clara County, California. SWCA is Institute for Social Change; 2015
currently assisting the Santa Clara Valley Open Space Authority with the development of Advanced Multiparty Negotiation of
a comprehensive conservation area master plan to provide an innovative, integrated, Environmental Disputes, National
science -based, community -informed plan for recently conserved lands in Coyote Valley.
Center for Environmental Conflict
The Coyote Valley Conservation Areas Master Plan will create a roadmap for Resolution; 2018
implementing a resilient landscape linkage across the valley between the Diablo Range and Santa Cruz Mountains on the Authority and other partnering agencies conserved Private Sector Climate Service
lands. SWCA will be providing comprehensive natural and cultural resources, ecological Providers Academy, American Society
restoration, open space and recreation planning, environmental permitting and review, of Adaptation Professionals, 2021
community engagement, and management services throughout the Master Plan process to facilitate communications between the team, Authority staff, and project stakeholders.
Role: Planning Specialist.
APPENDIX B:
Price
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire I Prevention Plan and Community Wildfire Protection Program EXHIBIT A — Cost File
Pricing Form
The following tables provide a cost summary including labor hours and expense summary for the proposed scope of work. The budget was prepared based on our knowledge of the project, consultation with our technical experts, and experience. We understand that the contract will be on a time and materials, not -to -exceed basis. SWCA will not proceed with any out -of -scope tasks without written consent from the City.
To accommodate project changes and scheduling, it is assumed that SWCA will be able to utilize the overall project funding and will not be held to phase or task limits so long as the overall budget is not exceeded without client approval. SWCA will submit a budget summary with each invoice to provide visibility and track monthly spending.
The proposed costs outlined in Table 1 Total and Per Task Estimated Project Costs are valid for ninety (90) days from the date of the proposal receipt. Any delay in contracting may require a revised cost estimate, project staffing, and project schedule.
To provide the City with the best possible value, and reflecting SWCA's commitment to the environment, we have reduced our standard staff billing rates by 3% and direct expense markups by 10%. Not only will this provide a price -break for the City, but it also aligns and holds true to one of our founding and core services —climate resilience.
Furthermore, we have also decided to maintain our rates through December 2023 instead of applying the typical 3% increase effective January 2023.
Table 1. Total and Per Task Estimated Project Costs
PHASE 1. KICK-OFF AND DATA GATHERING
211
$24,746
$1,768
$26,514
TASK 1. KICKOFF MEETING
Meeting minutes within 2 weeks of meeting,
42 $4,869
$1,389
$6,258
list of additional data needs.
TASK 2. IDENTIFY
Stakeholder list within 2 weeks of the kickoff
43 $4,928
$19
$4,947
STAKEHOLDERS
meeting.
Meeting summary report within 2 weeks of
TASK 3. MEETINGS
meeting, meeting agenda for in -person
126
$14,949
$360
$15,309
meetings.
PHASE 2. COMMUNITY ENGAGEMENT
405
$48,882
$8,872
$57,754
TASK 1. PUBLIC OUTREACH
Minimum of 6 public outreach events and
EVENTS
property owner outreach strategy, ongoing
240
$30,497
$8,872
$39,369
from notice to proceed.
TASK 2. FIRE PREVENTION
Report of public outreach event within 2
20 $2,353
$0
$2,353
TRAINING
weeks of event.
Draft print and/or social media posts and
TASK 3.OUTREACH
announcements, and project website with
145
$16,032
$0
$16,032
MATERIALS
updates 2 weeks before community event
and/or ongoing from notice to proceed.
PHASE 3. CWPP AND COMPREHENSIVE PREVENTION PLAN
841
$92,323
$4,014
$96,337
TASK 1. PREPARE CWPP
Draft comprehensive risk assessment with
COMPONENTS
base maps 5 months from notice to proceed.
238
$27,269
$137
$27,406
Final comprehensive risk assessment with
STemeculaWCA
Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program base maps 6-7 months from notice to
proceed.
TASK 2. FUELS REDUCTION
Fuels reduction recommendations and long -
PLAN
term plan 8 months from notice to proceed.
Draft CWPP 8 months from notice to
proceed, City and Development Team
TASK 3. DRAFT AND FINAL
revisions no later than 3 weeks from
CWPP
submittal. Final CWPP 10 months from
notice to proceed. CWPP presentations 10-
12 months from notice to proceed. Project
website ongoing from notice to proceed.
PHASE 4. ENVIRONMENTAL COMPLIANCE, NATURAL AND CULTURAL
RESOURCES
TASK 1. ENVIRONMENTAL
CEQA recommendation memorandum 6-7
DOCUMENT
months from notice to proceed; Scope of
RECOMMENDATIONS
Work for recommended CEQA approach 9
months from notice to proceed.
TASK 2. REQUEST
Draft request for categorical exemption for
CATEGORICAL EXEMPTION
CWPP to City of Temecula 4 months from
FOR COMMUNITY WILDFIRE
notice to proceed; final request for
PROTECTION PLANS
categorical exemption for CWPP to OPR 5
months from notice to proceed.
Recommended CEQA-level MSHCP
TASK 3. NATURAL
consistency analysis, JPR application, and
RESOURCES
associated technical analyses 8 months from
notice to proceed.
TASK 4. PERMITTING
Permitting matrix 8 months from notice to
proceed
Assuming current lead times (approximately
6-8 weeks) for records search results from
TASK 5. CULTURAL
the NAHC and the EIC do not change
RESOURCES
significantly, the cultural resources
constraints report is expected 10 months
from notice to proceed.
PROJECT TOTAL
Focused species surveys, TBD based on
notice to proceed date and field season
OPTIONAL TASK3.1 FOCUSED constraints. Depending on agency FIELD SURVEYS requirements and species habitat present, surveys could extend 12-14 months or
longer from notice to proceed.
PROJECT TOTAL WITH OPTIONAL TASKS
"Expenses include a 5% markup.
29 $3,844 $0 $3,844
574 $61,210 $3,877 $65,087
711 $108,071 $7,350 $115,421
68 $12,615
33 $6,157
$0 $12,615
$0 $6,157
269
$38,381
$1,260
$39,641
33 $5,414
$1,890
$7,304
308
$45,504
$4,200
$49,704
2,167
$274,022
$22,003
$296,026
313
$40,784
$2,657
$43,441
2,480
$314,806
$24,660
$339,467
APPENDIX C:
DIR Contractor Registration
SWCA
Contractor Information
Temecula Creek Wildfire Risk Reduction Plan, a Strategic Comprehensive Wildfire Prevention Plan and Community Wildfire Protection Program Legal intNy Norm
SWCA, INCORPORATED
Lgrl Ent"F type
Corporation
swan
Acthe
Rrglalrrtbn Number
1000D17W
Reeltlral Ion effect" date
07/01/21
Reelalral to n mpl vrlo n date
05/30/23
Mooing Addrew
1422 MONTEREY ST, STE B{200 SAN LUIS OBISPO 93401 CA United SWa of America Phyrlwl Addrew
1422 MONTEREY Sr, STE B-CM SAN W IS OBISPO 93401 CA United Slates of Amerks smell Addrew
I he rraw rmeler6swcacom
Trrde Namr/DBA
SWCA ENVIRONMENTAL CONSULTANTS
Llama Number (s)
Legal Entity Information
Corporation Entlty Number.
Federal Employment Identifkstion Number:
President Name
VIP President Name:
Treasurer Name:
Socretery Name:
CEO Name
AAqe�y for Service:
Agent of Servile Name:
Agent of Service Melling Address:
Worker's Compensation
C2372849
860463317
Joseph Fluder
DENIS HENRY
DENIS HENRY
DENIS HENRY
JOSEPH FLUDER
Registration History
Effective Do@
ExPlrwbnorb
07/03/18
06/30/19
07/17/17
0513W18
06/06/I6
06/3W17
06/22/15
05AW16
04/01/l5
05AW15
07/01/19
06/3W21
07101/21
06/30/23
CT CORPORATION SYSTEM
2390 EAST CAMELBACK RD PHOENIX SS016 AZ United States of Amerka Io you Mae employeas through Pro oolonal Employer Organtratlon (PEO)?:
Plocee provide your current work@A compensation brstrranee Irrformetlon below
PEO PEO PEO
PEOlnfonnationName Phone Email
Insured by Carrier
Policy Holder Name•.
Insurance Carrier.
PaRq Number.
Inception ite:
EKpIretion Date
No
SWCA, INCORPORATED
XL SPECIALTY INSURANCE COMPANY
WECO01910615
07/26/14
07/26/21
f
Adk
The Heart of Southern California
Wine Country
COMMUNITY WILDFIRE PROTECTION PLAN
Infrastructure Project
Project Description: The Community Wildfire Protection Plan, entitled Temecula Creek Wildfire Risk Reduction Community Plan, will utilize the highest -risk and most complex property within the City of Temecula as a model for how to develop comprehensive planning for other properties subject to fire risk throughout the City.
Benefit: The project is critically needed for 177 acres in Temecula Creek within the Very High Fire Severity Zone. Greenhouse Gases (GHG) would be reduced with a plan to prevent wildfires, reduce burn area and protect the adjacent 28,491 acres and 3,048 structures worth an estimated $1.5 billion.
The City will use this plan in other fire risk areas with sensitive habitat, and share it statewide to deter even more fires to reduce GHG.
Core Value: A Safe and Prepared Community
Project Status: This is a new project.
Department: Community Development - Account No. 210.265.999.NEW22- 23 Level: I
City of Temecula
Fiscal Years 2023-27
Capital Improvement Program
2022-23
Prior Years
2021-22 Baseline 2023-24 2024-25 2025-26 2026-27
Total Project
Project Cost:
Actuals
Adjusted Budget Projected Projected Projected Projected Cost
Administration
378,000
378,000
Total Expenditures
- 378,000
378,000
Source of Funds:
Grants 378,000 378,000
Total Funding 378,000 378,000
Future Operating & Maintenance Costs:
Total Operating Costs
Notes :
1. Funding Source is CalFire Grant No. 5GG20167
Item No. 9
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: January 10, 2023
SUBJECT: Issue Public Report Pursuant to Government Code Section 65858(d) Regarding Interim Urgency Ordinance No. 2022-03 Establishing Regulations Related to Urban Lot Splits and Housing Units Built in Accordance with Senate Bill 9 PREPARED BY: Matt Peters, Principal Planner
RECOMMENDATION: That the City Council issue this report pursuant to Government Code Section 65858(d) regarding Interim Urgency Ordinance No. 2022-03 establishing regulations related to urban lot splits and housing units built in accordance with Senate Bill 9 (SB 9).
BACKGROUND: On February 22, 2022, pursuant to Government Code Section 65858, the Temecula City Council enacted Interim Urgency Ordinance No. 2022-03 to impose a moratorium on the approval of applications for housing development projects and urban lot splits permitted by Senate Bill 9, that do not meet the regulations and standards set forth in the ordinance.
The Interim Urgency Ordinance would have expired after 45 days on April 8, 2022. However, extra time was necessary to thoroughly research and evaluate a permanent, non -urgency ordinance that updates/amends the Municipal Code establishing objective land use regulations and technical/design standards pertaining to SB 9 housing development projects and urban lot splits in the City. Government Code Section 65858(d) requires that "ten days prior to the expiration or extension of any interim zoning ordinance, the legislative body [City Council] must issue a written report describing the measures taken to alleviate the condition which led to the adoption of the ordinance." On March 8, 2022, the City issued an Alleviation Report identifying measures taken to alleviate the conditions that led to the adoption of Interim Urgency Ordinance No. 2022-03.
On March 22, 2022, the City Council extended the Interim Urgency Ordinance for a period of 10 months and 15 days, through and including, February 22, 2023.
Government Code Section 65858 allows for two extensions of Interim Urgency Ordinance No. 2022-03 not to exceed 22 months and 15 days. Having already extended the Interim Urgency Ordinance for a period of 10 months and 15 days, Staff will be seeking up to an additional 12 months, through and including February 22, 2024, to research and prepare a permanent ordinance to address SB 9, Urban Lot Splits. In compliance with Government Code Section 65858(d), the City Council hereby issues this report for Interim Urgency Ordinance No. 2022-03.
Measures taken to alleviate the conditions that led to the adoption of Interim Urgency Ordinance No. 2022-03:
Since the Interim Urgency Ordinance was adopted, City Staff has continued its research on how best to implement SB 9 on a permanent basis in order to ensure that the City's varied and unique residential character is maintained while complying with the provisions of SB. City staff has begun identifying updates that will specifically address the housing development and design of structures and urban lot splits permitted by SB 9. While considering zoning and subdivision provisions, the City will be evaluating issues identified in the Interim Urgency Ordinance, including the following:
• Further research and analyze the standards adopted by other jurisdictions; • Assess the compatibility of proposed structures and subdivisions with existing neighborhoods;
• Determine an estimated number and location of new units resulting from implementation of SB 9;
• Identify the potential for applying objective development standards created to address the new construction of multiple -family dwellings; • Determine the adequacy of City infrastructure to provide services including but not limited to the following: water; gas, electrical and cable utilities; sanitation; trash disposal; school capacity; and police and fire services; and • Evaluate the affordability of housing units that are constructed as a result of SB 9 in Temecula.
On May 14, 2022, City Staff had a video conference with Staff from The California Department of Housing and Community Development (HCD). Participants from HCD included Brian Heaton and Mike Van Gorder from the Housing Accountability Unit. HCD Staff had questions about the Interim Urgency Ordinance and expressed concern that Section 3(C)(4), which requires one of the two parcels created to include a deed restriction for one income restricted dwelling unity that shall be rented or lease at an affordable rent for very low, low or moderate income households may be considered an Inclusionary Zoning Ordinance. No written comments have been received from HCD since that meeting.
Also, the City of Temecula is a member of the Western Riverside Council of Governments (WRCOG). Utilizing Regional Early Action Plan (REAP) grant funding, WRCOG hired a consultant to prepare a model ordinance for member agencies to utilize in drafting a permanent ordinance to address SB 9, Urban Lot Splits. In addition to the model ordinance, the consultant was also hired to prepare an SB 9 fact sheet and site plan scenarios. The consultant presented a summary of the draft model ordinance to the Planning Director's Committee (PDC) on December 8, 2022. Staff will be utilizing the draft model ordinance and discussing extensively with WRCOG and other City Planning Department Staff in the coming months.
At this time, a preliminary project schedule has been prepared that may include a study session and/or public hearing with the Planning Commission and City Council. The further evaluation of potential unexpected increases in residential density will be essential to ensure the health, safety and welfare of the community as well as to ensure the efficient and adequate delivery of governmental services.
To ensure that regulations are in place while City staff drafts and the Planning Commission and City Council considers the adoption of a permanent ordinance, the Urgency Ordinance will need to be extended. This will serve to protect the City's unique residential character but also ensures the City's compliance with SB 9 as set forth in the statute.
FISCAL IMPACT: There is no fiscal impact associated with the issuance of this report.
ATTACHMENTS: None
Item No. 10
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: January 10, 2023
SUBJECT: Award a Construction Contract to Flatiron West, Inc. for the I-15 / French Valley Parkway Improvements — Phase II, PW16-01
PREPARED BY: Amer Attar, Engineering Manager
Avlin R. Odviar, Principal Civil Engineer
RECOMMENDATION: That the City Council:
1. Award a construction contract to Flatiron West, Inc., in the amount of $71,521,192, for the I-15 / French Valley Parkway Improvements — Phase II, PW16-01; and
2. Authorize the City Manager to approve contract change orders up to 10% of the contract amount, $7,152,119.20; and
3. Make a finding that the I-15 / French Valley Parkway Improvements project is exempt from Multiple Species Habitat Conservation Plan (MSHCP) fees.
BACKGROUND: On July 26, 2022, the City Council approved the plans and specifications and authorized the Department of Public Works to solicit construction bids for the I-15 / French Valley Parkway Improvements, PW16-01 (Project).
The Project improvements include construction of a two-lane northbound collector/distributor (C/D) system along I-15 from Winchester Road/I-15 interchange northbound on -ramps to just north of the I-15/I-215 Junction with connectors to I-15 and I-215. These improvements will alleviate congestion on the northbound I-15, especially during the evening rush hours.
The construction contract was publicly advertised between August 29, 2022 and October 6, 2022.
Five (5) bids were received and publicly opened on Thursday, October 6, 2022. On October 14, 2022, the City received a letter with subject "Notice of Protest that Any Award of Bid Solicitation would be Illegal" from counsel representing MCM Construction, Inc. On October 25, 2022, the City Council rejected all bids and authorized the Department of Public Works to re -advertise the construction contract. The construction contract was then readvertised publicly between October
27, 2022 and December 1, 2022. Three (3) bids were received and publicly opened on Thursday, December 1, 2022.
The results were as follows:
Rank Bidder Bid Amount
1. Flatiron West, Inc. $ 71,521,192.00
2. MCM Construction, Inc. $ 73,980,864.95
3. Griffith Company $ 79,282,525.30
All bids received were responsive. Flatiron West, Inc. of San Diego, California is the lowest responsible bidder. Flatiron West, Inc. has public contracting experience and has successfully completed similar public projects, including the Phase I of the I-15 / French Valley Parkway Improvements project.
The Engineer's Estimate of construction cost was $73.5 Million. The construction contract allows for 450 working days (approximately 22 months) to construct the Project.
The Multiple Species Habitat Conservation Plan (MSHCP) is an element of the Riverside County Integrated Project (RCIP) to conserve open space, nature preserves and wildlife to be set aside in some areas. It is designed to protect over 150 species and conserve over 500,000 acres in Western Riverside County. The City of Temecula is a permittee to the MSHCP and as such is required to abide by the Regional Conservation Authority's (RCA) MSHCP Mitigation Fee Implementation Manual adopted by Resolution 2020-013 on December 7, 2020. The RCA is a joint regional authority formed by the County and the Cities to provide primary policy direction for implementation of the MSHCP.
Since July 1, 2008, the RCA has required that locally funded Capital Improvement Projects contribute applicable MSHCP fees within 90-days of construction contract award. Fees outside the public right of way are calculated on a cost per acre of disturbed area basis, while fees for typical right-of-way improvements projects are 5% of construction costs. The I-15 / French Valley Parkway Improvements — Phase II project is on the State Highway System and such projects are exempt from MSHCP fees.
FISCAL IMPACT: The I-15 / French Valley Parkway Improvements — Phase II project is included in the City's Capital Improvement Program Fiscal Years 2023-27. The sources of funds include INFRA Grant, SAFETEA-LU, Surface Transportation Improvement Program (STIP), TUMF (WRCOG), TUMF (CETAP/RCTC), and Measure S. There are sufficient funds in the project account to cover the contract amount of $71,521,192.00 plus the 10% contingency amount of $7,152,119.20 for a total encumbrance of $78,673,311.20.
ATTACHMENTS: 1. Contract
2. Project CIP Budget Sheets
CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS
CONTRACT
for
1-15 / FRENCH VALLEY PARKWAY IMPROVEMENTS - PHASE II
PROJECT NO. PW16-01 (REBID)
FEDERAL PROJECT NO. INFRALUL-5459(031)
THIS CONTRACT, made and entered into the 10th day of January, 2023, by and between the City of Temecula, a municipal corporation, hereinafter referred to as "City", and FLATIRON WEST, INC., hereinafter referred to as "Contractor."
WITNESSETH:
That City and Contractor, for the consideration hereinafter named, mutually agree as follows:
CONTRACT DOCUMENTS.
The complete Contract includes all of the Contract Documents, to wit: Notice Inviting Bids, Instructions to Bidders, Proposal, Performance Bond, Labor and Materials Bond, Plans and Specifications entitled 1-16 / FRENCH VALLEY PARKWAY IMPROVEMENTS - PHASE II, PROJECT NO. PW16-01 (REBID), FEDERAL PROJECT NO. INFRALUL-5459(031), Insurance Forms, this Contract, and all modifications and amendments thereto, the State of California Department of Transportation Standard Specifications (2018) where specifically referenced in the Plans and Technical Specifications, and the latest version of the Standard Specifications for Public Works Construction, including all supplements as written and promulgated by Public Works Standards, Inc. (hereinafter, "Standard Specifications") as amended by the General Specifications, Special Provisions, and Technical Specifications for 1-15 / FRENCH VALLEY PARKWAY IMPROVEMENTS - PHASE II, PROJECT NO. PW16-01 (REBID), FEDERAL PROJECT NO. INFRALUL- 5459(031). Copies of these Standard Specifications are available from the publisher:
State of California
Department of Transportation
Publication Distribution Unit
1900 Royal Oaks Drive
Sacramento, CA 95815-3800
(916) 263-0822
BNi Building News
Division of BNi Publications, Inc.
990 Park Center Drive, Suite E
Vista, CA 92081
(760) 734-1113
The Contract Documents also include Exhibit 12-G of the current Caltrans Local Assistance Procedures Manual containing the Federal Provisions required to be made a part hereof, including Federal Form FHWA-1273; and the Davis -Bacon Wage Rates; each of which is attached to the executed version of this Contract as Exhibit "A" and Exhibit "B", respectively.
The Standard Specifications will control the general provisions, construction materials, and construction methods for this Contract except as amended by the General Specifications, Special Provision, and Technical Specifications for 1-15 / FRENCH VALLEY PARKWAY IMPROVEMENTS - PHASE II, PROJECT NO. PW16-01 (REBID), FEDERAL PROJECT NO. INFRALUL-5459(031).
CONTRACT C-1
In case of conflict between the Standard Specifications and the other Contract Documents, the other Contract Documents shall take precedence over, and be used in lieu of, such conflicting portions.
Where the Contract Documents describe portions of the work in general terms, but not in complete detail, it is understood that the item is to be furnished and installed completed and in place and that only the best general practice is to be used. Unless otherwise specified, the Contractor shall furnish all labor, materials, tools, equipment, and incidentals, and do all the work involved in executing the Contract.
The Contract Documents are complementary, and what is called for by anyone shall be as binding as if called for by all. Any conflict between this Contract and any other Contract Document shall be resolved in favor of this Contract.
2, SCOPE OF WORK.
Contractor shall perform everything required to be performed, shall provide and furnish all the labor, materials, necessary tools, expendable equipment, and all utility and transportation services required for 1-15 / FRENCH VALLEY PARKWAY IMPROVEMENTS - PHASE II, PROJECT NO. PW16-01 (REBID), FEDERAL PROJECT NO. INFRALUL- 5459(031).
All of said work to be performed and materials to be furnished shall be in strict accordance with the Drawings and Specifications and the provisions of the Contract Documents hereinabove enumerated and adopted by City.
3. CITY APPROVAL.
All labor, materials, tools, equipment, and services shall be furnished and work performed and completed under the direction and supervision, and subject to the approval of City or its authorized representatives.
4. CONTRACT AMOUNT AND SCHEDULE.
The City agrees to pay, and Contractor agrees to accept, in full payment for, the work agreed to be done, the sum of: SEVENTY-ONE MILLION FIVE HUNDRED TWENTY-ONE THOUSAND ONE HUNDRED NINETY-TWO DOLLARS and ZERO CENTS
($71,521,192.00), the total amount of the base bid.
Contractor agrees to complete the work in a period not to exceed Four Hundred Fifty (450) working days, commencing with delivery of a Notice to Proceed by City. Construction shall not commence until bonds and insurance are approved by City.
5. CHANGE ORDERS.
All change orders shall be approved by the City Council, except that the City Manager is hereby authorized by the City Council to make, by written order, changes or additions to the work in an amount not to exceed the contingency as established by the City Council.
6. PAYMENTS.
Payments shall be made in accordance with Section 9 PAYMENT of the Caltrans Standard Specifications (2018), as amended by the Revised Standard Specifications and the project Special Provisions.
CONTRACT C-2
7. LIQUIDATED DAMAGES / EXTENSION OF T
In accordance with Government Code Section 53069.85 and Public Contract Code Section 10226, Contractor agrees to forfeit and pay to City the applicable sum listed in Section 8-
1.10, "Liquidated Damages," of the Caltrans Standard Specifications (2018) as amended, for each calendar day completion is delayed beyond the time allowed. An extension of time will be granted as specified in Section 8 PROSECUTION AND PROGRESS of the Caltrans Standard Specifications (2018) as amended.
8. WAIVER OF CLAIMS.
On or before making each request for payment under Paragraph 6 above, Contractor shall submit to City, in writing, all claims for compensation as to work related to the payment.
Unless the Contractor has disputed the amount of the payment, the acceptance by Contractor of each payment shall constitute a release of all claims against the City related to the payment. Contractor shall be required to execute an affidavit, release, and indemnity agreement with each claim for payment.
9. PREVAILING WAGES.
Contractor shall comply with the provisions of Sections 1720, 1720.9, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code.
Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Contract, by him or by any subcontractor under him, in violation of the provisions of the Contract. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4.
Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contract from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at: httP11 www.dir.ca; go�
The Federal wage rates for this project as predetermined by the United States Secretary of Labor are included in Exhibit "B" of the project specifications. Future effective general prevailing wage rates which have been predetermined are on file with the California Department of Industrial Relations and are referenced but not printed in the general prevailing wage rates.
Contractor shall post a copy of such wage rates at the job site and if there is a difference between the wage rates predetermined by the Secretary of Labor and the general prevailing wage rates determined by the Director of the California Department of Industrial Relations for similar classifications of labor, Contractor shall pay not less than the higher wage rate.
10. TIME OF THE ESSENCE.
Time is of the essence in this contract.
CONTRACT C-3
11 12
13 14
15 INDEMNIFICATION.
All work covered by this Contract done at the site of construction or in preparing or delivering materials to the site shall be at the risk of Contractor alone. Contractor agrees to save, indemnify, hold harmless and defend City of Temecula, Temecula Community Services District, and/or Successor Agency to the Temecula Redevelopment Agency, its officers, employees, and agents, against any and all liability, injuries, or death of persons (Contractor's employees included) and damage to property, arising directly or indirectly out of the obligations herein undertaken or out of the operations conducted by Contractor, save and except claims or litigations arising through the sole active negligence or sole willful misconduct of the City.
The Contractor shall indemnify and be responsible for reimbursing the City for any and all costs incurred by the City as a result of Stop Notices filed against the project. The City shall deduct such costs from Progress Payments or final payments due to the Contractor.
GRATHITIFS
Contractor warrants that neither it nor any of its employees, agents, or representatives has offered or given any gratuities or promises to City's employees, agents, or representatives with a view toward securing this Contract or securing favorable treatment with respect thereto.
CONFLICT OF INTEREST.
Contractor warrants that none of its partners, members or shareholders are related by blood or marriage to any employee of the City who has participated in the development of the specifications or approval of this project or who will administer this project nor are they in any way financially associated with any City officer or employee, or any architect, engineer, or other preparers of the Drawings and Specifications for this project. Contractor further warrants that no person in its employ nor any person with an ownership interest in the Contractor has been employed by the City within one year of the date of the Notice Inviting Bids.
CONTRACTOR'S AFFIDAVIT.
After the completion of the work contemplated by this Contract, Contractor shall file with the City Manager, its affidavit stating that all workmen and persons employed, all firms supplying materials, and all subcontractors upon the Project have been paid in full, and that there are no claims outstanding against the Project for either labor or materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or items in connection with a Stop Notice which has been filed under the provisions of the laws of the State of California.
NOTICE TO CITY OF LABOR DISPUTES.
Whenever the Contractor has knowledge that any actual or potential labor dispute is delaying or threatens to delay the timely performance of the Contract, Contractor shall immediately give notice thereof, including all relevant information with respect thereto, to City.
CONTRACT C-4
16. BOOKS AND RECOR
Contractor's books, records, and plans or such part thereof as may be engaged in the performance of this Contract, shall at all reasonable times be subject to inspection and audit by any authorized representative of the City.
17, INSPECTION.
The work shall be subject to inspection and testing by City and its authorized representatives during manufacture and construction and all other times and places, including without limitation, the plants of Contractor and any of its suppliers. Contractor shall provide all reasonable facilities and assistance for the safety and convenience of inspectors. All inspections and tests shall be performed in such manner as to not unduly delay the work. The work shall be subject to final inspection and acceptance notwithstanding any payments or other prior inspections. Such final inspection shall be made within a reasonable time after completion of the work.
18. DISCRIMINATION.
Contractor represents that it has not, and agrees that it will not, discriminate in its employment practices on the basis of race, creed, religion, national origin, color, sex, age, or handicap.
19. CONTRACT ASSURANCE.
The Contractor or subcontractor shall not discriminate on the basis of race, color, national origin, or sex in the performance of this contract. The Contractor shall carry out applicable requirements of 49 CFR, Part 26 in the award and administration of DOT -assisted contracts.
Failure by the Contractor to carry out these requirements is a material breach of contract, which may result in the termination of this contract or such remedy, as recipient deems appropriate.
20. GOVERNING LAW.
The City and Contractor understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Contract and also govern the interpretation of this Contract.
21. PROHIBITED INTEREST
No member, officer, or employee of the City of Temecula or of a local public body shall have any interest, direct or indirect, in the Contract or the proceeds thereof during his/her tenure or for one year thereafter.
Furthermore, the Contractor covenants and agrees to their knowledge that no board member, officer or employee of the City of Temecula has any interest, whether contractual, non -contractual, financial or otherwise, in this transaction, or in the business of the contracting party other than the City of Temecula, and that if any such interest comes to the knowledge of either party at any time, a full and complete disclosure of all such information will be made, in writing, to the other party or parties, even if such interest would not be considered a conflict of interest under Article 4 (commencing with Section 1090) or Article
4.6 (commencing with Section 1220) of Division 4 of Title I of the Government Code of the State of California.
CONTRACT C-5
22. ADA REQUIREMENTS.
By signing this Contract, Contractor certifies that the Contractor is in total compliance with the Americans with Disabilities Act of 1990, Public Law 101-336, as amended.
23. WRITTEN NOTICE.
Any written notice required to be given in any part of the Contract Documents shall be performed by depositing the same in the U.S. Mail, postage prepaid, directed to the address of the Contractor as set forth in the Contract Documents, and to the City addressed as follows:
Mailing and Delivery Address: Patrick A. Thomas, PE
Director of Public Works/ City Engineer
City of Temecula
41000 Main Street
Temecula, CA 92590
24. INSURANCE.
The Contractor 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 by the Contractor, its agents, representatives, employees or subcontractors, in accordance with Section 7-1.06, "Insurance," of the Caltrans Standard Specifications (2018) as amended.
Other Insurance Provisions: The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:
The City of Temecula, Temecula Community Services District, Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees, and volunteers are to be covered as insureds as respects to liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, Temecula Community Services District, Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees, agents or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City of Temecula, Temecula Community Services District, Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City of Temecula, Temecula Community Services District, Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees, agents and volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
3. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City of Temecula, Temecula Community Services District, Successor CONTRACT C-6
Agency to the Temecula Redevelopment Agency, their officers, officials, employees, agents and volunteers.
4. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5. Each insurance policy required by this Contract shall be endorsed to state in substantial conformance to the following: If the policy will be cancelled before the expiration date the insurer will notify in writing to the City of such cancellation not less than 30 days prior to the cancellation effective date.
6. If insurance coverage is cancelled or reduced in coverage or in limits, the Contractor shall within two business days of notice from the insurer, phone, fax, and/or notify the City via certified mail, return receipt requested of the changes to or cancellation of the policy.
Acceptability of Insurers: Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A-, VII or better, unless otherwise acceptable to the City. Self- insurance shall not be considered to comply with these insurance requirements.
Verification of Coverage: Contractor shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to be on forms provided by the City. All endorsements are to be received and approved by the City before work commences. As an alternative to the City's forms, the Contractor's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications.
Subcontractors: Contractor shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.
25. RECOVERED MATERIALS AND SOLID WASTE DISPOSAL ACT
Contractor agrees to comply with all requirements of Section 6002 of the Resource Conservation and Recovery Act (RCRA), as amended (42 U.S.C. 6962), including but not limited to the regulatory provisions of 40 CFR Part 247, and Executive Order 12873, as they apply to the procurement of the items designated in Subpart B of 40 CFR Part 247.
26. TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT Contractor shall not procure or obtain, extend or renew a contract to procure or obtain, or enter into a contract to procure or obtain equipment, services, or systems that use covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. As described in Public Law 115- 232, section 889, covered telecommunications equipment is telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation, or any subsidiary or affiliate of such entities. Covered equipment also includes video surveillance and telecommunications equipment or services provided by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, Dahua Technology Company, any subsidiary or affiliate of such entities, and any entity that the Secretary of Defense, in consultation with the Director of the National Intelligence or the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the government of a covered foreign country.
CONTRACT C-7
27. COMPLIANCE WITH LAWS
The Contractor shall comply with all applicable federal, State and local laws, ordinances, codes and regulations in force at the time the Contractor performs pursuant to the Contract Documents, and shall comply with all grant or funding terms and conditions applicable to the Contract and/or the work.
28. CLAIM DISPUTE RESOLUTION.
In the event of any dispute or controversy with the City over any matter whatsoever, the Contractor shall not cause any delay or cessation in or of work, but shall proceed with the performance of the work in dispute. The Contractor shall retain any and all rights provided that pertain to the resolution of disputes and protests between the parties. The disputed work will be categorized as an "unresolved dispute" and payment, if any, shall be as later determined by mutual agreement or a court of law. The Contractor shall keep accurate, detailed records of all disputed work, claims and other disputed matters.
All claims arising out of or related to the Contract or this project, and the consideration and payment of such claims, are subject to the Government Claims Act (Government Code Section 810 et seq.) with regard to filing claims. All such claims are also subject to Public Contract Code Section 9204 and Public Contract Code Section 20104 et seq. (Article 1.5), where applicable. This Contract hereby incorporates those provisions as though fully set forth herein. Thus, the Contractor or any Subcontractor must present a claim in accordance with the Government Claims Act as a prerequisite to prosecuting any claim against the City.
The filing or prosecution of a claim in compliance with Section 9204 and/or Article 1.5 (if applicable) does not in any way obviate the need to timely present a claim under the Government Claims Act, or in any toll the expiration of any limitations period for the timely presentation of a claim under the Government Claims Act.
CONTRACT C-8
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed on the date first above written.
DATED: December 20, 2022
DATED:
CONTRACTOR:
Flatiron West, Inc.
12121 Scripps Summit Drive, Suite 400
San Diego, CA 92131
(760) 916-9100
[email protected]
a
Mario Martinez
Print or type NAME
Vice President
Print or e TI E*
By:
Dale Nelson
Print or type NAME
Executive Vice President
Print or type TITLE*
(*Signatures of two corporate officers required for Corporations)
CITY OF TEMECULA
-39
Zak Schwank, Mayor
ATTEST
Randi Johl, City Clerk
APPROVED AS TO FORM:
Peter M. Thorson, City Attorney
CONTRACT C-9
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of San Diego
On December 21, 2022
before me Jannette M. Carter, Notary Public
(insert name and title of the officer)
personally appeared Mario Martinez
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
IANNETTE M. CAR', =R
Notary Public - California
San Diego County
f,
Signature W. (Seal)
Commission 0 23E1043
My Comm. Expires Nov 2E, 2025
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of San Bernardino
On December 20th, 2022
before me, Carissa Linette Mancha, Notary Public
(insert name and title of the officer)
personally appeared Dale Nelson
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal. CARISSA LUNETTE MANCHA Notary Public - California ■■
Sen Bernardino County S
Commission N 2341602
My Comm. Expires Jan 16. 2025
Signature 2Zt&nChn (Seal)
CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS
CONTRACT
for
1-15 / FRENCH VALLEY PARKWAY IMPROVEMENTS - PHASE II
PROJECT NO. PW16-01 (REBID)
FEDERAL PROJECT NO. INFRALUL-5459(031)
EXHIBIT A
Exhibit 12-G of the Caltrans Local Assistance Procedures Manual
Local Assistance Procedures Manual
REQUIRED CONTRACT
PROVISIONS FEDERAL -AID
CONSTRUCTION CONTRACTS
Exhibit 12-G
Required Federal -Aid Contract Language
FHWA-1273 -- Revised July 5, 2022