proceeding.
SB 1444 (Allen D) Joint powers authorities: South Bay Regional Housing Trust.
Current Text: Amended: 5/17/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass. (Ayes 7. Noes 0.) (June 29).
Location: Assembly Housing and Community Development
Calendar: 6/30/2022 #47 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Joint Exercise of Powers Act authorizes 2 or more public agencies, by agreement, to form a joint powers authority to exercise any power common to the contracting parties, as specified. The act authorizes the agreement to set forth the manner by which the joint powers authority will be governed. The act specifically authorizes the establishment of specified joint powers authorities, including the San Gabriel Valley Regional Housing Trust, for the purposes of funding housing specifically assisting the homeless population and persons and families of extremely low, very low, and low income, as specified. This bill would similarly authorize the establishment of the South Bay Regional Housing Trust, a joint powers authority, by the County of Los Angeles and any or all of the cities within the jurisdiction of the South Bay Cities Council of Governments, with the stated purpose of funding housing to assist the homeless population and persons and families of extremely low, very low, and low income within the South Bay. The bill would authorize the South Bay Regional Housing Trust to fund the planning and construction of housing, receive public and private financing and funds, and authorize and issue bonds.
SB 1449 (Caballero D) Office of Planning and Research: grant program: annexation of unincorporated areas.
Current Text: Amended: 4/19/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 0.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require the Office of Planning and Research to, upon appropriation by the Legislature, establish the Unincorporated Area Annexation Incentive Program, authorizing the office to issue a grant to a city for the purpose of funding infrastructure projects related to the proposed or completed annexation of a substantially surrounded unincorporated area, as defined, subject to approval by the Director of State Planning after the city submits an application containing specified information. The bill would require the office to match, on a dollar-for-dollar basis, any dollar contribution a city makes toward a project funded by the program, subject to a maximum funding threshold as determined by the director. The bill would, by September 1, 2023, require the office to develop guidelines, and consult with various local representatives to prepare those guidelines, for purposes of implementing the program, and would provide that the guidelines are not subject to the rulemaking requirements of the Administrative Procedure Act.
SB 1475 (Glazer D) Blood banks: collection.
Current Text: Amended: 6/29/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-Read second time and amended. Ordered to second reading.
Location: Assembly Second Reading
Calendar: 6/30/2022 #1 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would authorize blood collection at a blood bank when a physician or surgeon is not physically present if the medical director and their medical advisory committee approve and if the employee placed in charge is a registered nurse. The bill would authorize the registered nurse placed in charge to be physically present or available via telehealth, so long as the method of telehealth used is synchronous. The bill would require a blood bank, under these circumstances, to report annually to the department on any adverse donor events requiring emergency medical intervention, including whether a registered nurse was physically present on the premises.
SB 1479 (Pan D) COVID-19 testing in schools: COVID-19 testing plans.
Current Text: Amended: 4/4/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-VOTE: Do pass as amended and be re-referred to the Committee on [Appropriations] (PASS)
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law authorizes certain school apportionments to be used for any purpose consistent with providing in-person instruction for any pupil participating in in-person instruction, including, but not limited to, COVID-19 testing, as provided. Current law prescribes public health reporting requirements related to COVID-19 for local educational agencies, including the development of a COVID-19 safety plan, as provided. This bill would require the department to coordinate specified school district, county office of education, and charter school COVID-19 testing programs that are currently federally funded or organized under the California COVID-19 Testing Task Force. The bill would require the department to provide supportive services, including technical assistance, vendor support, guidance, monitoring, and testing education, related to testing programs for teachers, staff, and pupils to help schools reopen and keep schools operating safely for in-person learning. The bill would also require the department to expand its contagious, infectious, or communicable disease testing and other public health mitigation efforts to include prekindergarten, onsite after school programs, and childcare centers.
Total Measures: 119
Total Tracking Forms: 176
Housing & Community Development
Legislative Summary 2022
AB 75 (O'Donnell D) Education finance: school facilities: Kindergarten-Community Colleges Public Education Facilities Bond Act of 2022.
Current Text: Amended: 5/24/2021 html pdf
Introduced: 12/7/2020
Status: 6/13/2022-In committee: Set, first hearing. Hearing canceled at the request of author.
Location: Senate Education
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Leroy F. Greene School Facilities Act of 1998 provides for the adoption of rules, regulations, and procedures, under the administration of the Director of General Services, for the allocation of state funds by the State Allocation Board for the construction and modernization of public school facilities. This bill would add provisions to the act to require the Department of General Services to process all applications received under the act on and after an unspecified date and to present those applications to the State Allocation Board within 120 days of receipt. The bill would require applicants for bond funding to supply designated information to the State Department of Education. The bill would authorize school districts to receive a supplemental grant to expand an existing, or construct a new, gymnasium, multipurpose room, library, or school kitchen under specified conditions.
AB 197 (Committee on Budget) Housing.
Current Text: Amended: 6/26/2022 html pdf
Introduced: 1/8/2021
Status: 6/28/2022-Read second time. Ordered to third reading.
Location: Senate Third Reading
Calendar: 6/30/2022 #198 SENATE ASSEMBLY BILLS - THIRD READING FILE Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: (1)Current law requires the Governor to create the Homeless Coordinating and Financing Council, renamed the California Interagency Council on Homelessness, and specifies the duties of the coordinating council to include creating partnerships among state agencies and departments, local government agencies, and specified federal agencies and private entities, for the purpose of arriving at specific strategies to end homelessness. Existing law establishes the Encampment Resolution Funding program to assist cities, counties, and continuums of care in ensuring the safety and wellness of people experiencing homelessness in encampments, to provide encampment resolution grants to resolve critical encampment concerns and transition individuals into safe and stable housing, and to encourage a datainformed, coordinated approach to address encampment concerns. Current law authorizes a continuum of care, city, or county to submit a specified application to the council for a program grant, and requires the council to prioritize funding applicants that demonstrate a commitment to cross-systems collaboration and innovative efforts to resolve encampment issues or have 50 or more individuals living in the encampment.
Current law requires the Homeless Coordinating and Financing Council to administer the program in accordance with a specified timeline, and requires the council to award initial grants by March 1, 2022.
Current law requires grant recipients to provide specified data elements, including health information, in a manner consistent with state and federal law, to their local Homeless Management Information System for tracking in the statewide Homeless Data Integration System. This bill would specify that the provisions described above apply to funding round 1 moneys, defined to mean moneys appropriated for the program in the 2021–22 fiscal year. The bill would require additional funding round moneys, defined as moneys appropriated for the program in or after the 2021–22 fiscal year, to be used for specified purposes, including to fund projects from prior funding rounds that the council determined satisfied applicable program requirements but were not funded in the prior round, and to fund new program grants on a rolling basis, as specified.
AB 411 (Irwin D) Veterans Housing and Homeless Prevention Bond Act of 2022.
Current Text: Amended: 1/24/2022 html pdf
Introduced: 2/3/2021
Status: 6/27/2022-In committee: Referred to suspense file.
Location: Senate Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Existing law, the Veterans Housing and Homeless Prevention Bond Act of 2014 (the 2014 bond act), authorizes the issuance of bonds in the amount of $600,000,000, as specified, for expenditure by the California Housing Finance Agency, the Department of Housing and Community Development, and the Department of Veterans Affairs to provide housing to veterans and their families pursuant to the Veterans Housing and Homeless Prevention Act of 2014 (VHHPA).This bill would enact the Veterans Housing and Homeless Prevention Bond Act of 2022 to authorize the issuance of bonds in an amount not to exceed $600,000,000 to provide additional funding for the VHHPA. The bill would provide for the handling and disposition of the funds in the same manner as the 2014 bond act. This bill contains other related provisions.
AB 482 (Ward D) Housing authorities: City of San Diego, County of San Bernardino, and County of Santa Clara: middle-income housing projects pilot program.
Current Text: Amended: 6/14/2022 html pdf
Introduced: 2/8/2021
Status: 6/16/2022-Ordered to inactive file at the request of Senator Hueso.
Location: Senate Inactive File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Housing Authorities Law authorizes a housing authority of a city or county to, among other things, prepare, carry out, acquire, lease, and operate housing projects and housing developments for persons of low income, as provided. Previously existing law, until January 1, 2022, authorized a housing authority located in the City of San Diego, the County of San Bernardino, or the County of Santa Clara to implement a pilot program to develop and finance a middle-income housing project, as defined, if the project received gap financing, as defined. Previously existing law required any gap financing to be approved by the housing authority’s legislative body, as provided. Previously existing law required the housing authority to provide a report to the Legislature, as specified, on and before January 1, 2020, and on or before January 1, 2022. This bill would reenact the above-described authorization for a housing authority located in the City of San Diego, the County of San Bernardino, or the County of Santa Clara to implement a pilot program to develop and finance a middle-income housing project, as provided.
AB 561 (Ting D) Help Homeowners Add New Housing Program: accessory dwelling unit financing.
Current Text: Amended: 6/13/2022 html pdf
Introduced: 2/11/2021
Status: 6/16/2022-Re-referred to Com. on RLS pursuant to Senate Rule 29.10(c). Re-referred to Com. on B. & F.I.
Location: Senate Banking and Financial Institutions
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the Capital Access Loan Program to assist qualified small businesses in financing the costs of complying with environmental mandates and the remediation of contamination on their properties, which is administered by the California Pollution Control Financing Authority. Under the program, the authority may enter into contracts with participating financial institutions and is required to establish a loss reserve account with each participating financial institution. Under the program, a participating financial institution that experiences a default on a qualified loan enrolled in the Capital Access Loan Program may obtain reimbursement from the authority by submitting a claim for reimbursement for a specified amount of the loss covered by that loan, subject to certain procedures. This bill, upon appropriation by the Legislature, would require the office of the Treasurer to establish and administer the Help Homeowners Add New Housing Program for the purpose of protecting participating financial institutions, as defined, from default on loans provided to a qualified homeowner to construct an accessory dwelling unit.
AB 682 (Bloom D) Planning and zoning: density bonuses: shared housing buildings.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/12/2021
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Density Bonus Law requires a city or county to provide a developer that proposes a housing development within the city or county with a density bonus and other incentives or concessions, as specified, if the developer agrees to construct, among other options, 10% of the total units of a housing development for rental or sale to lower income households, as defined, or 5% of the total units for rental or sale to very low income households, as defined, and meets other requirements. This bill would provide that a housing development eligible for a density bonus be provided under these provisions includes a shared housing building, as defined, that will contain either 10% of the total units for lower income households or 5% of the total units for very low income households, as described above. The bill would prohibit the city, county, or city and county from requiring any minimum unit size requirements or minimum bedroom requirements in conflict with the bill’s provisions with respect to a shared housing building eligible for a density bonus under these provisions.
AB 916 (Salas D) Zoning: accessory dwelling units: bedroom addition.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/17/2021
Status: 6/23/2022-From committee chair, with author's amendments: Amend, and re-refer to committee.
Read second time, amended, and re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would prohibit a city or county legislative body from adopting or enforcing an ordinance requiring a public hearing as a condition of reconfiguring existing space to increase the bedroom count within an existing dwelling unit. The bill would apply these provisions only to a permit application for no more than 2 additional bedrooms within an existing dwelling unit. The bill would specify that these provisions are not to be construed to prohibit a local agency from requiring a public hearing for a proposed project that would increase the number of dwelling units within an existing structure. The bill would include findings that ensuring adequate housing is a matter of statewide concern and is not a municipal affair, and that the provision applies to all cities, including charter cities.
AB 1206 (Bennett D) Property taxation: affordable housing: welfare exemption.
Current Text: Amended: 1/24/2022 html pdf
Introduced: 2/19/2021
Status: 6/1/2022-From committee: Do pass and re-refer to Com. on APPR with recommendation: To Consent Calendar. (Ayes 5. Noes 0.) (June 1). Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current property tax law, in accordance with the California Constitution, provides for a "welfare exemption" for property used exclusively for religious, hospital, scientific, or charitable purposes and that is owned or operated by certain types of nonprofit entities, if certain qualifying criteria are met. For the 2018– 19 fiscal year through the 2027–28 fiscal year, in the case of an owner of property receiving a low-income housing tax credit under specified federal law, current property tax law requires that a unit continue to be treated as occupied by a lower income household for these purposes if the occupants were lower income households on the lien date in the fiscal year in which their occupancy of the unit commenced and the unit continues to be rent restricted, notwithstanding an increase in the income of the occupants of the unit to 140% of area median income, adjusted for family size.This bill, for the 2022–23 fiscal year through the 2027–28 fiscal year, would require that a unit continue to be treated as occupied by a lower income household, as described above, if the owner is a community land trust whose land is leased to low-income households, subject to a contract that complies with specified requirements.
AB 1322 (Rivas, Robert D) California Global Warming Solutions Act of 2006: aviation greenhouse gas emissions reduction plan.
Current Text: Amended: 6/9/2022 html pdf
Introduced: 2/19/2021
Status: 6/14/2022-In committee: Set, first hearing. Hearing canceled at the request of author.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require the State Air Resources Board, on or before July 1, 2024, to develop a plan,
consistent with federal law, to reduce aviation greenhouse gas emissions and help the state reach its goal of net-zero greenhouse gas emissions by 2045. The bill would require the state board to update the plan every 5 years. The bill would require the state board, on or before December 31, 2025, to implement the plan to achieve these goals. This bill contains other related provisions and other existing laws.
AB 1445 (Levine D) Planning and zoning: regional housing need allocation: climate change impacts.
Current Text: Amended: 6/6/2022 html pdf
Introduced: 2/19/2021
Status: 6/13/2022-In committee: Referred to suspense file.
Location: Senate Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, longterm general plan for the physical development of the county or city, and specified land outside its boundaries, that includes, among other mandatory elements, a housing element. For the 4th and subsequent revisions of the housing element, existing law requires the Department of Housing and Community Development to determine the existing and projected need for housing for each region. Current law requires the appropriate council of governments, or the department for cities and counties without a council of governments, to adopt a final regional housing need plan that allocates a share of the regional housing need to each city, county, or city and county, as provided. Current law requires that the final regional housing plan adopted by a council of governments, or a delegate subregion, as applicable, be based on a methodology that includes specified factors, and similarly requires that the department take into consideration specified factors in distributing regional housing need, as provided. Commencing January 1, 2025, this bill would require that a council of governments, a delegate subregion, or the department, as applicable, additionally consider among these factors emergency evacuation route capacity, wildfire risk, sea level rise, and other impacts caused by climate change.
AB 1551 (Santiago D) Planning and zoning: development bonuses: mixed-use projects.
Current Text: Amended: 1/13/2022 html pdf
Introduced: 2/19/2021
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR with recommendation: To Consent Calendar. (Ayes 5. Noes 0.) (June 22). Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Density Bonus Law requires a city or county to provide a developer that proposes a housing development within the city or county with a density bonus and other incentives or concessions, as specified, if the developer agrees to construct specified percentages of units for lower income, very low income, or senior citizen housing, among other things, and meets other requirements. Previously existing law, until January 1, 2022, required a city, county, or city and county to grant a commercial developer a development bonus, as specified, when an applicant for approval of a commercial development had entered into an agreement for partnered housing with an affordable housing developer to contribute affordable housing through a joint project or 2 separate projects encompassing affordable housing. This bill would reenact the above-described provisions regarding the granting of development bonuses to certain projects.
The bill would require a city or county to annually submit to the Department of Housing and Community Development information describing an approved commercial development bonus. The bill would repeal these provisions on January 1, 2028.
AB 1685 (Bryan D) Vehicles: parking violations.
Current Text: Amended: 4/6/2022 html pdf
Introduced: 1/24/2022
Status: 6/28/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 4. Noes 0.) (June 27).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires a processing agency to offer a payment plan for unpaid parking citations to qualified indigent persons. This bill would require a processing agency to forgive at least $1,500 in parking fines and fees annually for a qualified homeless person, as specified. The bill would also require a processing agency to provide certain information regarding the parking citation forgiveness program, as specified, including on its internet website. The bill would also require each processing agency that receives an application for the citation forgiveness program to annually report specified information to the California Interagency Council on Homelessness and would require the council to compile this data and submit an
annual report to the Legislature.
AB 1695 (Santiago D) Affordable housing loan and grant programs: adaptive reuse.
Current Text: Amended: 4/18/2022 html pdf
Introduced: 1/25/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (June 21).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes various programs and funding sources administered by the Department of Housing and Community Development to enable the development of affordable housing, including, among others, the Building Homes and Jobs Act, the Multifamily Housing Program, and the Housing for a Healthy California Program. This bill would provide that any notice of funding availability issued by the department for an affordable multifamily housing loan and grant program shall state that adaptive reuse of a property for affordable housing purposes is an eligible activity. The bill would define “adaptive reuse” for these purposes to mean the retrofitting and repurposing of an existing building to create new residential units.
AB 1721 (Rodriguez D) Seismic retrofitting: soft story multifamily housing.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 1/27/2022
Status: 6/8/2022-Referred to Coms. on G.O. and INS.
Location: Senate Governmental Organization
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would establish the Seismic Retrofitting Program for Soft Story Multifamily Housing for the purposes of providing financial assistance to owners of soft story multifamily housing for seismic retrofitting to protect individuals living in multifamily housing that have been determined to be at risk of collapse in earthquakes, as specified. The bill would also establish the Seismic Retrofitting Program for Soft Story Multifamily Housing Fund, and its subsidiary account, the Seismic Retrofitting Account, within the State Treasury. Moneys in the fund would be available, upon appropriation by the Legislature, to the California Earthquake Authority for the purposes of distributing funds pursuant to the program. The bill would require the Controller, upon appropriation, to transfer $400,000,000 annually to the fund. The bill would require OES and CEA to enter into or use a joint powers agreement to develop and administer the program, as specified.
The bill would require OES and CEA to submit a specified report to the Legislature by July 1, 2042, regarding the implementation of the program. The bill would make these provisions inoperative on July 1, 2042, and would repeal them as of January 1, 2043.
AB 1816 (Bryan D) Reentry Housing and Workforce Development Program.
Current Text: Introduced: 2/7/2022 html pdf
Introduced: 2/7/2022
Status: 6/20/2022-In committee: Referred to suspense file.
Location: Senate Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the Department of Housing and Community Development in the Business, Consumer Services, and Housing Agency and makes the department responsible for administering various housing programs throughout the state, including, among others, the Multifamily Housing Program, the Housing for a Healthy California Program, and the California Emergency Solutions Grants Program. Upon appropriation by the Legislature for this express purpose, this bill would require the department to create the Reentry Housing and Workforce Development Program, and would require the department to take specified actions to provide grants to applicants, as defined, for innovative or evidence-based housing, housing-based services, and employment interventions to allow people with recent histories of incarceration to exit homelessness and remain stably housed.
AB 1837 (Bonta, Mia D) Residential real property: foreclosure.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/7/2022
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law, until January 1, 2026, prescribes a process in connection with a trustee’s sale of property under a power of sale contained in a deed of trust or mortgage on real property containing 1 to 4 residential units, inclusive. Under current law, if a prospective owner-occupant, as defined, is the last highest bidder, the date upon which specified conditions required of the bidder at the trustee sale to become final are met. Existing law requires the trustee to require the prospective owner-occupant to provide certain information confirming the owner-occupant’s status. Current law, until January 1, 2026, grants eligible tenant buyers, as defined, and other eligible bidders, as defined, certain rights and priorities to make bids on the property after the initial trustee sale, and potentially to purchase it as the last and highest bidder, subject to certain requirements and timelines, if a prospective owner-occupant is not the last highest bidder.
Current law requires prospective owner-occupants, eligible tenant buyers, and other eligible bidders to submit affidavits or declarations under penalty of perjury in connection with this process. This bill would revise the process described above and extend its operation until January 1, 2031. The bill would revise the definition of an eligible tenant buyer to, among other things, also describe natural people who are occupying property under a rental or lease agreement with a mortgagor’s or trustor’s predecessor in interest. The bill would also revise the definitions of an eligible nonprofit corporation and limited liability company for purposes of making them eligible bidders.
AB 1850 (Ward D) Public housing: unrestricted multifamily housing.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/8/2022
Status: 6/23/2022-From committee chair, with author's amendments: Amend, and re-refer to committee.
Read second time, amended, and re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would prohibit a city, county, city and county, joint powers authority, or any other political subdivision of a state or local government from acquiring unrestricted multifamily housing, as defined, unless the development meets specified criteria, including, among other things, that units are subject to a long-term recorded regulatory agreement with a public entity that requires the unit to be affordable to, and occupied by, low- or moderate-income persons and families for a term of 55 years, and the public entity agrees to make certain reports and data public on its internet website. The bill would specify that those provisions do not apply to a development that is or will be subject to a regulatory agreement with the California Tax Credit Allocation Committee, the Department of Housing and Community Development, or a public entity that restricts use of the development to serve specified lower income individuals, or when a public entity purchases unrestricted multifamily housing that within one year will be removed from the housing market.
AB 1886 (Cooper D) Public works: definition.
Current Text: Introduced: 2/8/2022 html pdf
Introduced: 2/8/2022
Status: 6/28/2022-Read second time. Ordered to third reading.
Location: Senate Third Reading
Calendar: 6/30/2022 #176 SENATE ASSEMBLY BILLS - THIRD READING FILE Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires that, except as specified, not less than the general prevailing rate of per diem wages, determined by the Director of Industrial Relations, be paid to workers employed on public works projects. Current law defines the term "public works" for purposes of requirements regarding the payment of prevailing wages to include construction, alteration, demolition, installation, or repair work done under contract and paid for using public funds, except as specified. Existing law makes a willful violation of laws relating to the payment of prevailing wages on public works a misdemeanor.This bill would expand the definition of "public works" to include street sweeping maintenance performed for the preservation, protection, and keeping of any publicly owned or publicly operated street, road, or highway done under contract and paid for in whole or in part out of public funds.
AB 1933 (Friedman D) Property taxation: welfare exemption: nonprofit corporation: low-income families.
Current Text: Amended: 6/28/2022 html pdf
Introduced: 2/10/2022
Status: 6/28/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current property tax law, in accordance with the California Constitution, provides for a “welfare exemption” for property used exclusively for religious, hospital, scientific, or charitable purposes and that is owned or operated by certain types of nonprofit entities, if certain qualifying criteria are met. Current property tax law states that property is within that welfare exemption if the property is owned and operated by a nonprofit corporation, otherwise qualifying for the welfare exemption, that is organized and operated for the specific and primary purpose of building and rehabilitating single or multifamily residences for sale at cost to low-income families, with financing in the form of a zero interest rate loan and without regard to religion, race, national origin, or the sex of the head of household. This bill would also provide, for lien dates occurring on or after January 1, 2023, and before January 1, 2028, that property is fully exempt from property taxation and is also within that welfare exemption if that property is owned and operated by a nonprofit corporation, as described, that is organized and operated for the specific and primary purpose of building and rehabilitating single or multifamily residential units and the property has units that meet specified requirements. The bill would limit the exemption to the portion of the property proposed to be built or rehabilitated with units meeting the requirements and would limit, following completion of construction, the exemption to the portion of the property with units that meet the requirements, as specified.
AB 1961 (Gabriel D) Affordable housing: Department of Housing and Community Development.
Current Text: Amended: 6/14/2022 html pdf
Introduced: 2/10/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR with recommendation: To Consent Calendar. (Ayes 8. Noes 0.) (June 21). Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the Department of Housing and Community Development in the Business, Consumer Services, and Housing Agency and makes the department responsible for administering various housing programs throughout the state, including, among others, the Multifamily Housing Program, the Housing for a Healthy California Program, and the California Emergency Solutions Grants Program. This bill would require the department to create an online database of affordable housing listings, information, and applications, as provided. The bill would authorize the department to contract with one or more vendors to carry out this requirement.
AB 1978 (Ward D) Department of Housing and Community Development: powers.
Current Text: Amended: 5/2/2022 html pdf
Introduced: 2/10/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR with recommendation: To Consent Calendar. (Ayes 8. Noes 0.) (June 21). Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the Department of Housing and Community Development and requires it to, among other things, administer various programs intended to fund the acquisition of property to develop or preserve affordable housing. Current law grants the department various powers and duties, including, among other things, the power to provide advice, technical information, and consultative and technical services. This bill would authorize the department, in administering certain of those programs, to (1) publish a notice of funding availability and application deadlines ahead of, and contingent upon, availability of funding, (2) issue funding to an award recipient up-front rather than as a reimbursement, and (3) provide technical assistance to applicants that meet program submission deadlines to correct technical errors or provide missing information.
AB 1991 (Gabriel D) Motels and hotels: publicly funded shelter programs.
Current Text: Amended: 6/13/2022 html pdf
Introduced: 2/10/2022
Status: 6/29/2022-From committee: Amend, and do pass as amended and re-refer to Com. on APPR. (Ayes
10. Noes 0.) (June 28).
Location: Senate Appropriations
Calendar: 6/30/2022 #53 SENATE ASSEMBLY BILLS - SECOND READING FILE Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law regulates the terms and conditions of tenancies and defines the term “persons who hire” for the purpose of regulating residential tenancies. Existing law excludes from these provisions, among other things, occupancy at a hotel or motel if certain conditions are met. This bill would provide that the
continued occupancy of a shelter program participant, as defined, in a motel or hotel does not constitute a new tenancy and is not considered a “person who hires” for purposes of an unlawful detainer action if the shelter program meets the core components of Housing First, as defined, and specified requirements related to termination policies and grievance processes. The bill would define “shelter program participant” as an occupant of a motel or hotel, as defined, who participates in specified city-, county-, continuum of care-, state-, or federally funded shelter, interim housing, motel voucher, or emergency shelter programs.
AB 2011 (Wicks D) Affordable Housing and High Road Jobs Act of 2022.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/14/2022
Status: 6/23/2022-From committee chair, with author's amendments: Amend, and re-refer to committee.
Read second time, amended, and re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would create the Affordable Housing and High Road Jobs Act of 2022, which would make certain housing developments that meet specified affordability and site criteria and objective development standards a use by right within a zone where office, retail, or parking are a principally permitted use, and would subject these development projects to one of 2 streamlined, ministerial review processes. The bill would require a development proponent for a housing development project approved pursuant to the streamlined, ministerial review process to require, in contracts with construction contractors, that certain wage and labor standards will be met, including a requirement that all construction workers be paid at least the general prevailing rate of wages, as specified. The bill would require a development proponent to certify to the local government that those standards will be met in project construction. By expanding the crime of perjury, the bill would impose a state-mandated local program.
AB 2094 (Rivas, Robert D) General plan: annual report: extremely low-income housing.
Current Text: Amended: 5/24/2022 html pdf
Introduced: 2/14/2022
Status: 6/23/2022-From Consent Calendar. Ordered to inactive file at the request of Senator Cortese.
Location: Senate Inactive File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. Current law requires the planning agency of a city or county to provide an annual report to certain specified entities by April 1 of each year that includes, among other information, the city or county’s progress in meeting its share of regional housing needs and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing, as specified. This bill would additionally require a city or county’s annual report to include the locality’s progress in meeting the housing needs of extremely low income households, as specified.
AB 2097 (Friedman D) Residential, commercial, or other development types: parking requirements.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/14/2022
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, longterm general plan for its physical development, and the development of certain lands outside its boundaries, that includes, among other mandatory elements, a land use element, and a conservation element. Current law also permits variances to be granted from the parking requirements of a zoning ordinance for nonresidential development if the variance will be an incentive to the development and the variance will facilitate access to the development by patrons of public transit facilities. This bill would prohibit a public agency, in a county with a population of 600,000 or more, from imposing or enforcing a minimum automobile parking requirement, on any of specified residential, commercial, or other development types if the project is located within 1/2 mile of public transit, as defined. The bill would also prohibit a public agency, in a county with a population of less than 600,000, and a city with a population of 75,000 or more, from imposing or enforcing a minimum automobile parking requirement on specified residential, commercial, or other development types if the project is located within 1/4 mile of public transit. For a city with a population of less than 75,000, or a county with a population of less than 600,000, the bill would authorize that city or county to adopt an ordinance or resolution that applies certain prohibitions regarding the above-described
parking requirements within its boundaries. When a project provides parking voluntarily, the bill would authorize a public agency to impose specified requirements on the voluntary parking.
AB 2170 (Grayson D) Residential real property: foreclosure sales.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/15/2022
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law prescribes various requirements to be satisfied before the exercise of a power of sale under a mortgage or deed of trust and prescribes a procedure for the exercise of that power. Current law, until January 1, 2026, prescribes a process in connection with a trustee’s sale of property under a power of sale contained in a deed of trust or mortgage on real property containing one to 4 residential units, inclusive, that provides specified bidding priorities to certain parties, including prospective owner-occupants.
This bill would prescribe requirements that would apply to sales of real property containing one to 4 residential dwelling units, inclusive, that is acquired through foreclosure under a mortgage or deed of trust by an institution or that is acquired at a foreclosure sale by an institution, as defined. The bill would require the institution, during the first 30 days after a property is listed, as specified, to only accept offers from eligible bidders, as defined, and to respond, in writing, to all offers received from eligible bidders before considering any other offers.
AB 2186 (Grayson D) Housing Cost Reduction Incentive Program.
Current Text: Amended: 5/2/2022 html pdf
Introduced: 2/15/2022
Status: 6/14/2022-From committee: Do pass and re-refer to Com. on GOV. & F. (Ayes 9. Noes 0.) (June 13). Re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would establish the Housing Cost Reduction Incentive Program, to be administered by the Department of Housing and Community Development, for the purpose of reimbursing cities, counties, and cities and counties for development impact fee reductions provided to qualified housing developments, as defined, and for the reasonable interest costs associated with impact fee deferrals. Upon appropriation, the bill would require the department to provide grants to applicants in an amount equal to 50% of the amount of development impact fee reduced for a qualified housing development and grants to applicants in an amount equal to the accrued interest on a deferred development impact fee, as provided. This bill would require the department to administer these grants by issuing a Notice of Funding Availability before December 31 of the year that the program receives funding, as specified, and accepting grant applications after the subsequent year. The bill would require a public entity that receives grant funds under the program to use those funds solely for those purposes for which the development impact fee that was reduced or deferred would have been used. The bill would require the department to adopt guidelines to implement the program and exempt those guidelines from the rulemaking provisions of the Administrative Procedure Act.
AB 2188 (Quirk D) Discrimination in employment: use of cannabis.
Current Text: Amended: 6/13/2022 html pdf
Introduced: 2/15/2022
Status: 6/29/2022-From committee: Amend, and do pass as amended and re-refer to Com. on APPR. (Ayes
4. Noes 1.) (June 29).
Location: Senate Appropriations
Calendar: 6/30/2022 #79 SENATE ASSEMBLY BILLS - SECOND READING FILE Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The California Fair Employment and Housing Act, protects and safeguards the right and opportunity of all persons to seek, obtain, and hold employment without discrimination, abridgment, or harassment on account of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. The act prohibits various forms of employment discrimination and empowers the Department of Fair Employment and Housing to investigate and prosecute complaints alleging unlawful practices. This bill would also make it unlawful for an employer to discriminate against a person in hiring, termination, or any term or condition of employment, or otherwise penalize a person, if the discrimination is based upon the person’s use of cannabis off the job and away from the workplace, except for preemployment testing, as specified, or upon an employer-required drug screening test that has found the person to have nonpsychoactive cannabis metabolites in their urine, hair, or bodily
fluids. The bill would exempt certain applicants and employees from the bill’s provisions, including employees performing work associated with construction and applicants and employees in positions requiring a federal background investigation or clearance, as specified.
AB 2217 (Reyes D) CalHome Program: grant allocation.
Current Text: Amended: 3/28/2022 html pdf
Introduced: 2/15/2022
Status: 6/21/2022-Read second time. Ordered to third reading.
Location: Senate Third Reading
Calendar: 6/30/2022 #151 SENATE ASSEMBLY BILLS - THIRD READING FILE Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the CalHome Program, administered by the Department of Housing and Community Development, to support existing home ownership programs aimed at lower and very low income households, among other purposes. Under the CalHome program, the department issues grants and loans to local public agencies and nonprofit corporations for specified purposes, including the construction of home ownership units. This bill would require the department to consider setting higher per-unit and total project allocations based on local development costs when appropriate.
AB 2221 (Quirk-Silva D) Accessory dwelling units.
Current Text: Amended: 6/6/2022 html pdf
Introduced: 2/15/2022
Status: 6/14/2022-From committee: Do pass and re-refer to Com. on GOV. & F. (Ayes 8. Noes 0.) (June 13). Re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law, among other things, provides for the creation of accessory dwelling units by local ordinance, or, if a local agency has not adopted an ordinance, by ministerial approval, in accordance with specified standards and conditions. Current law requires a local ordinance to require an accessory dwelling unit to be either attached to, or located within, the proposed or existing primary dwelling, as specified, or detached from the proposed or existing primary dwelling and located on the same lot as the proposed or existing primary dwelling. This bill would specify that an accessory dwelling unit that is detached from the proposed or existing primary dwelling may include a detached garage.
AB 2230 (Gipson D) CalWORKs: temporary shelter and permanent housing benefits.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 2/15/2022
Status: 6/27/2022-In committee: Referred to suspense file.
Location: Senate Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law sets forth the amount of maximum aid to be paid for each needy family and includes allowances for recurring or nonrecurring special needs that a family may be eligible for, as specified.
Under current law, homeless assistance is available to a homeless family seeking shelter when the family is eligible for aid under the CalWORKs program. Under current law, a nonrecurring special needs benefit of $85 per day is available to families of up to 4 members for the costs of temporary shelter, and the 5th and additional members of the family each receive $15 per day, up to a daily maximum of $145, as specified.
Existing law requires the temporary shelter special needs benefit to be granted or denied the same day that the family’s application for homeless assistance is submitted. Current law authorizes the temporary shelter benefit for an initial period of up to 3 working days, and then, after homelessness has been verified, the 3- day limit is extended for a period of time that does not exceed a total of 16 calendar days, as specified.
Existing law requires the extension of benefits to be done in increments of one week and to be based upon documentation that the family is searching for permanent housing, good cause, or other circumstances defined by the department.
AB 2233 (Quirk-Silva D) Excess state land: development of affordable housing.
Current Text: Amended: 4/21/2022 html pdf
Introduced: 2/15/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 0.) (June 21).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the Department of General Services (DGS) in the Government Operations Agency for purposes of, among other things, planning, acquiring, constructing, and maintaining state buildings and property. Under current law, by executive order, the DGS was required to, among other things, create a digitized inventory of all excess state land, create screening tools for prioritizing affordable housing development on excess state land, and issue requests for proposals for and select affordable housing developments on excess state land, as described. This bill would require the DGS to develop, no later than September 1, 2023, a set of criteria to consistently evaluate state-owned parcels for suitability as affordable housing sites. The bill would also require, on or before July 1, 2024, and every 4 years thereafter, the DGS to, among other things, conduct a review of all state-owned property and identify state-owned parcels that are potentially viable for affordable housing based on those criteria. The bill would require the DGS to create, no later than April 30, 2024, a digitized inventory of all excess state land, as defined, by, among other things, conducting a comprehensive survey of all state-owned property.
AB 2234 (Rivas, Robert D) Planning and zoning: housing: postentitlement phase permits.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/15/2022
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require a local agency to compile a list of information needed to approve or deny a postentitlement phase permit, as defined, to post an example of a complete, approved application and an example of a complete set of postentitlement phase permits for at least 5 types of housing development projects in the jurisdiction, as specified, and to make those items available to all applicants for these permits no later than January 1, 2024. The bill would define “local agency” for these purposes to mean a city, county, or city and county.
AB 2244 (Wicks D) Religious institution affiliated housing: colocated place of worship.
Current Text: Amended: 3/24/2022 html pdf
Introduced: 2/16/2022
Status: 6/23/2022-Read second time. Ordered to Consent Calendar.
Location: Senate Consent Calendar
Calendar: 6/30/2022 #223 SENATE CONSENT CALENDAR SECOND LEGISLATIVE DAY Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law prohibits a local agency from requiring the replacement of religious-use parking spaces, as defined, that a developer of a religious institution affiliated housing development project proposes to eliminate as part of that housing development project. Current law prohibits the number of religious-use parking spaces requested to be eliminated from exceeding 50% of the number that are available at the time the request is made. This bill would clarify that the definition of “religious-use parking spaces” applies to both existing parking spaces and those parking spaces required of a proposed development for a new place of worship. The bill would recast the provisions relating to the elimination of parking spaces to prohibit the number of spaces proposed to be eliminated in the case of a proposal for a newly constructed place of worship from exceeding 50% of the spaces that would otherwise be required.
AB 2295 (Bloom D) Local educational agencies: housing development projects.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/16/2022
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would deem a housing development project an allowable use on any real property owned by a local educational agency, as defined, if the housing development satisfies certain conditions, including other local objective zoning standards, objective subdivision standards, and objective design review standards, as described. The bill would deem a housing development that meets these requirements consistent, compliant, and in conformity with local development standards, zoning codes or maps, and the general plan. The bill, among other things, would authorize the land used for the development of the housing development to be jointly used or jointly occupied by the local educational agency and any other party, subject to specified requirements. The bill would exempt a housing development project subject to these provisions from various requirements regarding the disposal of surplus land. The bill would make these provisions effective on January 1, 2024, except that the bill would require the Department of Housing and Community Development
to provide a specified notice to the planning agency of each county and city on or before January 31, 2023.
The bill would repeal its provisions on January 1, 2033.
AB 2305 (Grayson D) Housing Finance: Coordinated Housing Finance Committee.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 2/16/2022
Status: 6/21/2022-In committee: Set, first hearing. Testimony taken.
Location: Senate Housing
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires HCD to administer various programs intended to promote the development of housing, including the Multifamily Housing Program, pursuant to which HCD provides financial assistance in the form of deferred payment loans to pay for the eligible costs of development for specified activities.
Current law also establishes the California Housing Finance Agency (CalHFA) within HCD with the primary purpose of meeting the housing needs of persons and families of low or moderate income. Current law also establishes the California Tax Credit Allocation Committee (CTCAC), composed of specified members, and requires that CTCAC, among other things, allocate specified federal low-income housing tax credits, as provided. This bill would establish the Coordinated Affordable Housing Finance Committee and would require that the committee be comprised of representatives from HCD, CalHFA, CTCAC, the Treasurer, and the Controller. This bill would require the committee to allocate state-controlled resources for the finance of affordable rental housing, as defined, through a single process and competition. This bill would require the committee to develop an application, threshold requirements, a rating and ranking system, as specified, for applicants seeking these resources.
AB 2339 (Bloom D) Housing element: emergency shelters: regional housing need.
Current Text: Amended: 6/20/2022 html pdf
Introduced: 2/16/2022
Status: 6/28/2022-Read second time. Ordered to third reading.
Location: Senate Third Reading
Calendar: 6/30/2022 #182 SENATE ASSEMBLY BILLS - THIRD READING FILE Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires the legislative body of each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city that includes a housing element. Current law requires that the housing element identify adequate sites for housing, including rental housing, factory-built housing, mobilehomes, and emergency shelters, and make adequate provision for the existing and projected needs of all economic segments of a community. Current law also requires that the housing element include an analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels. This bill would revise the requirements of the housing element, as described above, in connection with zoning designations that allow residential use, including mixed use, where emergency shelters are allowed as a permitted use without a conditional use or other discretionary permit. The bill would delete language regarding emergency shelter standards structured in relation to residential and commercial developments and instead require that emergency shelters only be subject to specified written, objective standards.
AB 2357 (Ting D) Surplus land.
Current Text: Amended: 4/5/2022 html pdf
Introduced: 2/16/2022
Status: 6/15/2022-In committee: Set, first hearing. Hearing canceled at the request of author.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law prescribes requirements for the disposal of surplus land by a local agency, as defined, and requires, except as provided, a local agency disposing of surplus land to comply with certain notice requirements before disposing of the land or participating in negotiations to dispose of the land with a prospective transferee, particularly that the local agency send a notice of availability to specified entities that have notified the Department of Housing and Community Development of their interest in surplus land, as specified. Under current law, if the local agency receives a notice of interest, the local agency is required to engage in good faith negotiations with the entity desiring to purchase or lease the surplus land. This bill would also require the department to maintain on its internet website a listing of all entities, including housing sponsors, that have notified the department of their interest in surplus land for the purpose of developing low- and moderate-income housing.
AB 2483 (Maienschein D) Housing for individuals experiencing homelessness.
Current Text: Amended: 6/29/2022 html pdf
Introduced: 2/17/2022
Status: 6/29/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes the Department of Housing and Community Development and requires it to administer various programs intended to promote the development of housing, including the Multifamily Housing Program, pursuant to which the department provides financial assistance in the form of deferred payment loans to pay for the eligible costs of development of specified types of housing projects.This bill would require the department, by December 31, 2023, to award incentives, as specified, to Multifamily Housing Program project applicants that agree to set aside at least 20% of the project’s units, or no more than 50% of the projects units if the project includes more than 100 units, for individuals that are either experiencing homelessness or eligible to receive specified services, including, among others, those received under the Program of All-Inclusive Care for the Elderly. The bill would also require the department to partner with the State Department of Health Care Services to determine the most effective way to align qualifying services in housing projects funded by the Multifamily Housing Program. The bill would require the department to assess tenant outcomes and engage with an evaluator to identify specified information with respect to projects receiving incentives under these provisions, including the number and demographics, including age, race, or ethnicity, and presubsidy housing status, of people being served.
AB 2503 (Garcia, Cristina D) Landlords and tenants: California Law Revision Commission: study.
Current Text: Amended: 5/4/2022 html pdf
Introduced: 2/17/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 10. Noes 1.) (June 21).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require the California Law Revision Commission to, on or before December 31, 2024, deliver to the Legislature a study regarding, among other things, the establishment of consistent terminology across the California codes to describe the parties to an agreement, lease, or other contract for the rental of residential real property, including in mobilehome parks, that meets certain criteria, specifically, among other things, that the study addresses whether the continued use of the terms “landlord” and “tenant,” including related terms including “cotenant” and “subtenant,” is useful and appropriate in code provisions that involve the rental of residential real property.
AB 2517 (Bonta, Mia D) California Coordinated Neighborhood and Community Services Grant Program.
Current Text: Amended: 6/22/2022 html pdf
Introduced: 2/17/2022
Status: 6/22/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Department of Community Services and Development to, among other things, plan and evaluate strategies for overcoming poverty in the state, mobilize resources in support of antipoverty and community services programs, and administer public and private funds designed to support antipoverty programs that are not currently administered by other departments. This bill, the It Takes a Village Act of 2022, subject upon an appropriation in the annual Budget Act or another statute for these purposes, would establish the California Coordinated Neighborhood and Community Services Grant Program to be administered by the State Department of Social Services or another department within the California Health and Human Services Agency. The bill would require the department to grant awards on a competitive basis to eligible entities that are Promised Neighborhoods, other community-based networks, or multineighborhood regional cradle-to-career networks, as those terms are defined, to either implement a comprehensive, integrated continuum of cradle-to-career solutions at the neighborhood level or support the civic infrastructure and backbone of cradle-to-career networks that support their network partners to accomplish systems change. The bill would define “cradle-to-career” to mean a system of integrated services that begins before birth and leads to appropriate postsecondary success, including academic, occupational, and independent living, that benefits the individual and community as a whole.
AB 2547 (Nazarian D) Peace officers: determination of bias.
Current Text: Amended: 6/16/2022 html pdf
Introduced: 2/17/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0.) (June 28).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires each law enforcement agency to be responsible for completing investigations of allegations of serious misconduct of a peace officer. This bill would require the Commission on Peace Officer Standards and Training (POST) to establish a definition of “biased conduct,” as specified, and would require law enforcement agencies to use that definition in any investigation into a bias-related complaint or an incident that involves possible indications of officer bias. The bill would also require POST to develop guidance for local law enforcement departments on performing effective Internet and social media screenings of officer applicants.
AB 2597 (Bloom D) Dwelling unit standards: safe indoor air temperatures.
Current Text: Amended: 6/14/2022 html pdf
Introduced: 2/18/2022
Status: 6/21/2022-In committee: Set, first hearing. Hearing canceled at the request of author.
Location: Senate Housing
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require the California Building Standards Commission, commencing with the next triennial edition of the California Building Standards Code adopted after January 1, 2023, to adopt, approve, codify, and publish mandatory building standards for safe maximum indoor air temperature in newly constructed dwelling units. The bill would require the Department of Housing and Community Development to develop and propose mandatory building standards for safe maximum indoor air temperature in existing dwelling units and would require the department and the commission to consult with stakeholders, as specified, in developing those standards. The bill would also state the intent of the Legislature regarding those standards.
AB 2630 (O'Donnell D) Housing: California Interagency Council on Homelessness: report.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 2/18/2022
Status: 6/13/2022-In committee: Hearing postponed by committee.
Location: Senate Human Services
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require each city, county, and city and county that has used funds from any state funding source to assist in addressing homelessness to complete a report and publish the report on its internet website providing specified information, or, alternatively, publishing a local homelessness action plan on its internet website, thereby imposing a state-mandated local program.
AB 2651 (Petrie-Norris D) Property taxes: welfare exemption: community land trust.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 2/18/2022
Status: 6/8/2022-Referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Existing property tax law, in accordance with the California Constitution, provides for a “welfare exemption” for property used exclusively for religious, hospital, scientific, or charitable purposes and that is owned or operated by certain types of nonprofit entities, if certain qualifying criteria are met. This bill would extend the operation of these provisions until January 1, 2027. The bill would make various conforming changes, including with respect to the lien dates for which the exemption applies. The bill would extend the application of the exemption, in the case of property acquired by the community land trust before January 1, 2022, to lien dates occurring on and after January 1 2020, and before January 1, 2027. By extending the application of requirements on local government officials with respect to the exemption provided by this bill, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws.
AB 2653 (Santiago D) Planning and Zoning Law: housing elements.
Current Text: Amended: 4/25/2022 html pdf
Introduced: 2/18/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 1.) (June 21).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. Current law requires the planning agency of a city or county to provide an annual report to the Department of Housing and Community Development by April 1 of each year that includes, among other information, a housing element portion that includes, as provided, the city or county’s progress in meeting its share of regional housing needs and local efforts to remove governmental constraints on the maintenance, improvement, and development of housing, as specified. This bill would authorize the Department of Housing and Community Development to reject the housing element portion of an annual report if the report is not in substantial compliance with these requirements. If the department rejects the housing element portion of an annual report, the bill would require the department to provide the reasons for the rejection in writing, as specified.
AB 2656 (Ting D) Housing Accountability Act: disapprovals: California Environmental Quality Act.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/18/2022
Status: 6/23/2022-From committee chair, with author's amendments: Amend, and re-refer to committee.
Read second time, amended, and re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Housing Accountability Act prohibits a local agency from disapproving a housing development project, as described, unless it makes certain written findings based on a preponderance of the evidence in the record. The act defines “disapprove the housing development project” as including any instance in which a local agency either votes and disapproves a proposed housing development project application, including any required land use approvals or entitlements necessary for the issuance of a building permit, or fails to comply with specified time periods. Current law, the California Environmental Quality Act (CEQA), requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of, an environmental impact report on a project that the lead agency proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if the lead agency finds that the project will not have that effect. This bill would define “disapprove the housing development project” as also including any instance in which a local agency fails to issue a project an exemption from CEQA for which it is eligible, as described, or fails to adopt a negative declaration or addendum for the project or to approve another comparable environmental document, if certain conditions are satisfied. Among other conditions,
AB 2662 (Kalra D) Department of Fair Employment and Housing.
Current Text: Chaptered: 6/21/2022 html pdf
Introduced: 2/18/2022
Status: 6/21/2022-Approved by the Governor. Chaptered by Secretary of State - Chapter 35, Statutes of 2022.
Location: Assembly Chaptered
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would provide that, by performing the functions and duties and exercising the powers set forth in the California Fair Employment and Housing Act (FEHA), the Department of Fair Employment and Housing (DFEH) represents the interests of the state and effectuates the declared public policy of the state to protect and safeguard the rights and opportunities of all persons from unlawful discrimination and other violations of the FEHA and that this statement is declarative of existing law as stated in specified case law. The bill would specify that the DFEH is acting in the public interest in bringing these civil actions.
AB 2663 (Ramos D) Youth Acceptance Project.
Current Text: Amended: 6/29/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would, on or before July 1, 2023, require the State Department of Social Services to establish a 5-year pilot program, the Youth Acceptance Project (YAP), in order to increase permanency outcomes for lesbian, gay, bisexual, transgender, queer, or plus (LGBTQ+) and gender-expansive youth, as defined, in up to 5 counties, to be selected to participate on a voluntary basis in the pilot program, as specified. The bill would set forth qualifying conditions for YAP services, including the youth’s receipt of child welfare services or being at risk of entering foster care, or being homeless or at risk of homelessness.
AB 2668 (Grayson D) Planning and zoning: housing: streamlined, ministerial approval.
Current Text: Amended: 6/22/2022 html pdf
Introduced: 2/18/2022
Status: 6/22/2022-From committee chair, with author's amendments: Amend, and re-refer to committee.
Read second time, amended, and re-referred to Com. on GOV. & F.
Location: Senate Gov. & F.
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law, until January 1, 2026, authorizes a development proponent to submit an application for a multifamily housing development that is subject to a streamlined, ministerial approval process, as provided, and not subject to a conditional use permit, if the development satisfies specified objective planning standards. Current law specifies that a development is consistent with the objective planning standards if there is substantial evidence that would allow a reasonable person to conclude that the development is consistent with the objective planning standards. This bill would clarify that a development subject to these provisions is subject to a streamlined, ministerial approval process, and not subject to a conditional use permit or any other nonlegislative discretionary approval.
AB 2702 (Gipson D) California Advanced Services Fund: Broadband Public Housing Account.
Current Text: Amended: 5/2/2022 html pdf
Introduced: 2/18/2022
Status: 6/27/2022-In committee: Referred to suspense file.
Location: Senate Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Public Utilities Commission to develop, implement, and administer the California Advanced Services Fund to encourage deployment of high-quality advanced communications services to all Californians that will promote economic growth, job creation, and the substantial social benefits of advanced information and communications technologies. Current law provides for the establishment of the Broadband Public Housing Account in the fund, and makes the moneys in the account available to the commission for grants and loans to low-income communities, which includes publicly supported housing developments and other housing developments or mobilehome parks with low-income residents, to finance projects to connect their residents to broadband networks that offer free broadband service that meets or exceeds state standards. Current law requires the commission to annually report to the Legislature specified information relating to the fund. This bill would expressly provide that, for purposes of the account, “low-income communities” also includes farmworker housing. The bill would establish that the goal of the account is to provide internet connectivity to all residents of publicly supported housing developments on or before December 31, 2025, and would require the commission to prioritize grants and loans from the account that benefit publicly supported housing developments.
AB 2705 (Quirk-Silva D) Housing: fire safety standards.
Current Text: Amended: 5/23/2022 html pdf
Introduced: 2/18/2022
Status: 6/22/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 0.) (June 21).
Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar: 8/1/2022 10 a.m. - 1021 O Street, Room 2200 SENATE APPROPRIATIONS, PORTANTINO, Chair Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the State Fire Marshal to prepare, adopt, and submit building standards and other fire and life safety regulations to the California Building Standards Commission for approval establishing minimum requirements for the storage, handling, and use of hazardous materials. Current law requires the State Fire Marshal to seek the advice of the Secretary for Environmental Protection in establishing those requirements. This bill would prohibit the legislative body of a city or county from approving a discretionary entitlement, as defined, that would result in a new residential development project, as defined, being located within a very high fire hazard severity zone, unless the city or county finds that the
residential development project will meet specified standards intended to address wildfire risks, as specified, and would provide that these provisions do not limit or prohibit a legislative body of a city or county from adopting more stringent standards.
AB 2817 (Reyes D) House California Challenge Program.
Current Text: Amended: 6/29/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Senate Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would, upon appropriation of funds by the Legislature, establish the House California Challenge Program, to be administered by the department, in partnership with the California Health and Human Services Agency, for the purpose of providing direct rental assistance to help persons who are experiencing homelessness obtain housing. The bill would require the department, upon appropriation of those funds by the Legislature, to allocate $1,000,000,000 for purposes of the program each fiscal year for 5 years, beginning with the 2022–23 fiscal year. The bill would require 10% of the funds to be awarded as grants to recipients, as defined, for the purpose of helping participants locate and obtain permanent housing and would require 80% of the funds to be allocated by the department for specified uses, including long-term rental assistance, master leasing of units, and short-term funds for prevention, self-resolution, and diversion services, as specified. The bill would authorize up to 10% of the funds to be used for administrative costs.
Under the bill, and to the extent allowable under federal law, any assistance, services, or supports received pursuant to the program would not be considered income or a resource of the participant for purposes of determining eligibility for, or benefits pursuant to, any public assistance program.
AB 2873 (Jones-Sawyer D) California Tax Credit Allocation Committee: low-income housing credit:
women, minority, disabled veteran, and LGBT business enterprises.
Current Text: Amended: 5/2/2022 html pdf
Introduced: 2/18/2022
Status: 6/27/2022-In committee: Referred to suspense file.
Location: Senate Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the California Tax Credit Allocation Committee to allocate the housing credit on a specified regular basis, and to only allocate credits to a project if the housing sponsor enters into a specified regulatory agreement. Current law authorizes the committee to make any allocation or reservation of the state’s housing credit ceiling to a housing credit applicant subject to specified terms and conditions.
This bill would require a housing sponsor that receives a credit allocation on or after January 1, 2024, and that has completed 5 or more housing projects by January 1, 2023, to annually submit a report to the committee, in a form and at the time designated by the committee, that includes, among other things, a detailed and verifiable supplier and contractor plan for increasing procurement from women, minority, disabled veteran, and LGBT business enterprises, as defined, and short- and long-term diversity goals and timetables.
SB 6 (Caballero D) Local planning: housing: commercial zones.
Current Text: Amended: 6/20/2022 html pdf
Introduced: 12/7/2020
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 1.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, longterm general plan for its physical development, and the development of certain lands outside its boundaries, that includes, among other mandatory elements, a housing element. Current law requires that the housing element include, among other things, an inventory of land suitable and available for residential development.
If the inventory of sites does not identify adequate sites to accommodate the need for groups of all households pursuant to specified law, existing law requires the local government to rezone sites within specified time periods and that this rezoning accommodate 100% of the need for housing for very low and low-income households on sites that will be zoned to permit owner-occupied and rental multifamily residential use by right for specified developments. This bill, the Neighborhood Homes Act, would deem a housing development project, as defined, an allowable use on a parcel that is within a zone where office, retail, or parking are a principally permitted use, if the development and site meet specified requirements,
including that the site is not adjacent to an industrial use or agricultural use. The bill would require the density for a housing development under these provisions to meet or exceed the density deemed appropriate to accommodate housing for lower income households according to the type of local jurisdiction, including a density of at least 20 units per acre for a suburban jurisdiction. The bill would require the housing development to meet all other local requirements, other than those that prohibit residential use, or allow residential use at a lower density than that required by the bill.
SB 12 (McGuire D) Local government: planning and zoning: wildfires.
Current Text: Amended: 6/6/2022 html pdf
Introduced: 12/7/2020
Status: 6/15/2022-June 15 set for first hearing canceled at the request of author.
Location: Assembly Housing and Community Development
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law requires the legislative body of a city or county to adopt a comprehensive, long-term general plan that includes various elements, including, among others, a housing element and a safety element for the protection of the community from unreasonable risks associated with the effects of various geologic and seismic hazards, flooding, and wildland and urban fires. Current law requires the housing element to be revised according to a specific schedule. Current law requires the planning agency to review and, if necessary, revise the safety element upon each revision of the housing element or local hazard mitigation plan, but not less than once every 8 years to identify new information relating to flood and fire hazards and climate adaptation and resiliency strategies applicable to the city or county that was not available during the previous revision of the safety element. Current law requires that the Office of Planning and Research, among other things, coordinate with appropriate entities, including state, regional, or local agencies, to establish a clearinghouse for climate adaptation information for use by state, regional, and local entities, as provided. This bill would require the safety element, upon the next revision of the housing element or the hazard mitigation plan, on or after July 1, 2024, whichever occurs first, to be reviewed and updated as necessary to include a comprehensive retrofit strategy to reduce the risk of property loss and damage during wildfires, as specified, and would require the planning agency to submit the adopted strategy to the Office of Planning and Research for inclusion into the above-described clearinghouse
SB 17 (Pan D) Office of Racial Equity.
Current Text: Amended: 7/1/2021 html pdf
Introduced: 12/7/2020
Status: 6/29/2022-June 29 set for second hearing. Placed on suspense file.
Location: Assembly Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would, until January 1, 2029, would establish in state government an Office of Racial Equity, an independent public entity not affiliated with an agency or department, governed by a Racial Equity Advisory and Accountability Council. The bill would authorize the council to hire an executive director to organize, administer, and manage the operations of the office. The bill would task the office with coordinating, analyzing, developing, evaluating, and recommending strategies for advancing racial equity across state agencies, departments, and the office of the Governor. The bill would require the office, in consultation with state agencies, departments, and public stakeholders, as appropriate, to develop a statewide Racial Equity Framework that includes a strategic plan with policy and inclusive practice recommendations, guidelines, goals, and benchmarks to reduce racial inequities, promote racial equity, and address individual, institutional, and structural racism.
SB 45 (Portantino D) Short-lived climate pollutants: organic waste reduction goals: local jurisdiction assistance.
Current Text: Amended: 1/3/2022 html pdf
Introduced: 12/7/2020
Status: 6/29/2022-June 29 set for first hearing. Placed on suspense file.
Location: Assembly Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Department of Resources Recycling and Recovery, in consultation with the State Air Resources Board, to adopt regulations to achieve the organic waste reduction goals established by the state board for 2020 and 2025, as provided. Current law requires the department, no later than July 1, 2020, and in consultation with the state board, to analyze the progress that the waste sector, state government, and local governments have made in achieving these organic waste reduction goals. This bill
would require the department, in consultation with the state board, to provide assistance to local jurisdictions, including, but not limited to, any funding appropriated by the Legislature in the annual Budget Act, for purposes of assisting local agencies to comply with these provisions, including any regulations adopted by the department.
SB 57 (Wiener D) Controlled substances: overdose prevention program.
Current Text: Amended: 1/18/2022 html pdf
Introduced: 12/7/2020
Status: 6/2/2022-Read second time. Ordered to third reading.
Location: Assembly Third Reading
Calendar: 6/30/2022 #90 ASSEMBLY THIRD READING FILE - SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would, until January 1, 2028, authorize the City and County of San Francisco, the County of Los Angeles, the City of Los Angeles, and the City of Oakland to approve entities to operate overdose prevention programs for persons that satisfy specified requirements, including, among other things, providing a hygienic space supervised by trained staff where people who use drugs can consume preobtained drugs, providing sterile consumption supplies, providing access or referrals to substance use disorder treatment, and that program staff be authorized and trained to provide emergency administration of an opioid antagonist, as defined by existing law. The bill would require the City and County of San Francisco, the County of Los Angeles, the City of Los Angeles, and the City of Oakland, prior to authorizing an overdose prevention program in its jurisdiction, to provide local law enforcement officials, local public health officials, and the public with an opportunity to comment in a public meeting. The bill would require an entity operating a program to provide an annual report to the city or the city and county, as specified. The bill would require all local jurisdictions that choose to participate in the overdose prevention program to confer and choose a single independent entity, as specified, to conduct a peer-reviewed study, funded by the participating jurisdictions, of the statewide efficacy of the overdose prevention programs and the community impacts of the programs, to be submitted to the Legislature and the Governor’s office on or before January 15, 2027.
SB 197 (Committee on Budget and Fiscal Review) Housing.
Current Text: Enrollment: 6/29/2022 html pdf
Introduced: 1/8/2021
Status: 6/29/2022-Read third time. Passed. Ordered to the Senate. In Senate. Concurrence in Assembly amendments pending. Assembly amendments concurred in. (Ayes 29. Noes 5.) Ordered to engrossing and enrolling.
Location: Senate Enrollment
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires grant recipients to provide specified data elements, including health information, in a manner consistent with state and federal law, to their local Homeless Management Information System for tracking in the statewide Homeless Data Integration System.This bill would specify that the provisions described above apply to funding round 1 moneys, defined to mean moneys appropriated for the program in the 2021–22 fiscal year. The bill would require additional funding round moneys, defined as moneys appropriated for the program in or after the 2021–22 fiscal year, to be used for specified purposes, including to fund projects from prior funding rounds that the council determined satisfied applicable program requirements but were not funded in the prior round, and to fund new program grants on a rolling basis, as specified. The bill would require recipients of additional funding round moneys to obligate and expend funds by certain deadlines, as specified. The bill would also require additional information from grantees in the above-described data elements. The bill would also exempt contracts entered into to implement the program from specified contracting requirements.
SB 234 (Wiener D) Transition Aged Youth Housing Program.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 1/19/2021
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 7. Noes 0.) (June 28). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would establish the Transition Aged Youth Housing Program for the purpose of creating housing for transition aged youth under 26 years of age, who have been removed from their homes, are experiencing homelessness unaccompanied by a parent or legal guardian, or are under the jurisdiction of a court, as specified, and would require the council to develop, implement, and administer the program.
SB 490 (Caballero D) Community Anti-Displacement and Preservation Program: technical assistance.
Current Text: Amended: 6/8/2022 html pdf
Introduced: 2/17/2021
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would, upon appropriation by the Legislature, establish the Community Anti-Displacement and Preservation Technical Assistance Program, with the purpose of providing technical assistance to qualified entities engaged in acquisition-rehabilitation projects. The bill would define “acquisition-rehabilitation project” as a project to acquire and preserve unsubsidized housing units and attaching long-term affordability restrictions on the housing units. The bill would define “qualified entity” to include an eligible nonprofit corporation, community land trust, public housing authority, a nonprofit, limited-equity, or workforce housing cooperative, a resident association or organization, and a local or regional government agency administering an acquisition-rehabilitation project funding program. This bill contains other related provisions.
SB 513 (Hertzberg D) Homeless and domestic violence shelters grants: pets and veterinary services.
Current Text: Amended: 6/6/2022 html pdf
Introduced: 2/17/2021
Status: 6/15/2022-Coauthors revised. From committee: Do pass and re-refer to Com. on APPR. (Ayes 8.
Noes 0.) (June 15). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require the Department of Housing and Community Development, subject to an appropriation in the annual Budget Act, to develop and administer a program to award grants to qualified homeless shelters and qualified domestic violence shelters, as described, for the provision of shelter, food, and basic veterinary services for pets owned by people experiencing homelessness or escaping domestic violence. The bill would authorize the department to use up to 5% of the funds appropriated in the annual Budget Act for those purposes for its costs in administering the program.
SB 561 (Dodd D) State surplus property: digital inventory: long-term leases: affordable housing.
Current Text: Amended: 5/27/2022 html pdf
Introduced: 2/18/2021
Status: 6/29/2022-From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 6. Noes 2.) (June 29).
Location: Assembly Appropriations
Calendar: 6/30/2022 #59 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires each state agency annually to review certain proprietary state lands over which it has jurisdiction to determine what land, if any, is in excess of its foreseeable needs and report this in writing to the Department of General Services. Current law requires the department to create a database of information on lands identified by a local government as suitable and available for residential development and information regarding the state lands determined or declared excess, as specified. Current law requires the department to report to the Legislature annually the land declared excess and to request authorization to dispose of the land by sale or otherwise. Current law authorizes the department to dispose of real property declared surplus by the Legislature, as specified. This bill would require the department to, by June 1, 2023, develop a criteria to evaluate the suitability of state-owned parcels determined or declared excess to be used for affordable housing.
SB 649 (Cortese D) Local governments: affordable housing: local tenant preference.
Current Text: Amended: 4/19/2021 html pdf
Introduced: 2/19/2021
Status: 6/29/2022-From committee: Do pass as amended. (Ayes 6. Noes 2.) (June 29).
Location: Assembly Housing and Community Development
Calendar: 6/30/2022 #62 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would establish a state policy supporting local tenant preferences for lower income households, as defined, that are subject to displacement risk, and, further, permit local governments and developers in receipt of local or state funds, federal or state tax credits, or an allocation of tax-exempt private activity
bonds designated for affordable rental housing to restrict occupancy by creating a local housing preference for lower income households subject to displacement risk. The bill, subject to certain requirements and limitations, would authorize a local government to allow a local tenant preference in an affordable housing rental development to reduce displacement of lower income households with displacement risk beyond local government boundaries by adopting a program that allows preferences in affordable rental housing acquired, constructed, preserved or funded with state or local funds or tax programs.
SB 679 (Kamlager D) Los Angeles County: affordable housing.
Current Text: Amended: 6/20/2022 html pdf
Introduced: 2/19/2021
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 2.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would establish the Los Angeles County Affordable Housing Solutions Agency and would state that the agency’s purpose is to increase the supply of affordable housing in Los Angeles County by providing for significantly enhanced funding and technical assistance at a regional level for renter protections, affordable housing preservation, and new affordable housing production, as specified. The bill would require a board composed of 21 voting members and one nonvoting member from Los Angeles County, as specified, to govern the agency.
SB 778 (Becker D) Buy Clean California Act: Environmental Product Declarations: concrete.
Current Text: Amended: 5/24/2022 html pdf
Introduced: 2/19/2021
Status: 6/15/2022-June 15 set for second hearing. Failed passage in committee. (Ayes 2. Noes 4.) Location: Assembly Accountability and Administrative Review Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require, as part of the Buy Clean California Act, beginning July 1, 2023, an awarding authority to require a successful bidder for a contract for an eligible project, as defined, to submit a report, within 90 days of the completion of the project, that includes the amount used and an Environmental Product Declaration, as defined, that is current at the time of installation for each concrete product used in the project. The bill would require a concrete supplier that is providing concrete products to a successful bidder to provide the successful bidder with an Environmental Product Declaration for each concrete product provided by the supplier to the project. The bill would require the Department of General Services, in consultation with the State Air Resources Board, on or before January 1, 2025, to establish and publish in the State Contracting Manual, in a department management memorandum, or on the department’s internet website, global warming potential (GWP) benchmarks for each performance class of concrete at the regional industry average global warming potential for concrete within each project region, as provided. The bill would require the department, in consultation with the state board, to update, at least once every 3 years, the GWP benchmarks for each performance class of concrete within each project region, as provided.
SB 847 (Hurtado D) COVID-19 relief: tenancy: grant program.
Current Text: Amended: 6/16/2022 html pdf
Introduced: 1/13/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 0.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The COVID-19 Tenant Relief Act, until October 1, 2025, establishes procedural requirements and limitations on evictions for nonpayment of rent due to COVID-19 rental debt, as defined. Current law, among other things, prohibits a tenant that delivers to a landlord or files with the court a declaration, under penalty of perjury, of COVID-19-related financial distress, as defined, from being deemed in default with regard to the COVID-19 rental debt, as prescribed. This bill would, until January 1, 2025, create a grant program under the administration of the Department of Housing and Community Development and would require the department to, among other things, award a program grant, as defined, to a qualified applicant who submits a complete application, as defined, on a first-come, first-served basis, except that the bill would require the department to provide grants to all tier one applicants, as defined, before processing the applications of other applicants, as specified. The bill would define “qualified applicant” to mean a landlord who has applied for rental assistance funds pursuant to the State Rental Assistance Program and satisfies certain criteria, including that the landlord has received a negative final decision, as specified.
SB 852 (Dodd D) Climate resilience districts: formation: funding mechanisms.
Current Text: Amended: 6/6/2022 html pdf
Introduced: 1/18/2022
Status: 6/28/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 1.) (June 27).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would authorize a city, county, city and county, special district, or a combination of any of those entities to form a climate resilience district, as defined, for the purposes of raising and allocating funding for eligible projects and the operating expenses of eligible projects. The bill would deem each district to be an enhanced infrastructure financing district and would require each district to comply with existing law concerning enhanced infrastructure financing districts, unless the district is specified as otherwise. The bill would require a district to finance only specified projects that meet the definition of an eligible project. The bill would define “eligible project” to mean projects that address sea level rise, extreme heat, extreme cold, the risk of wildfire, drought, and the risk of flooding, as specified. The bill would establish project priorities and would authorize districts to establish additional priorities.
SB 869 (Leyva D) Housing: mobilehome parks: recreational vehicle parks: manager training.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 1/24/2022
Status: 6/29/2022-From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 6. Noes 2.) (June 29).
Location: Assembly Appropriations
Calendar: 6/30/2022 #60 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would require the Department of Housing and Community Development, by May 1, 2024, to adopt regulations to require at least one person per mobilehome park or recreational vehicle park employed or acting under contract as an onsite manager or assistant manager, or otherwise acting in an onsite or offsite managerial capacity or role, on behalf of a mobilehome park or recreational vehicle park to receive appropriate training of at least 16 hours during the initial year and at least 6 hours of followup training each year thereafter on rules and regulations for the park, among other matters. This bill contains other related provisions.
SB 886 (Wiener D) California Environmental Quality Act: exemption: public universities: university housing development projects.
Current Text: Amended: 6/16/2022 html pdf
Introduced: 1/27/2022
Status: 6/29/2022-June 29 set for first hearing. Placed on suspense file.
Location: Assembly Appropriations Suspense File
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would, until January 1, 2030, exempt from CEQA a university housing development project, as defined, carried out by a public university, as defined, on real property owned by the public university if the project meets certain requirements, including that each building within the project is certified as Leadership in Energy and Environmental Design (LEED) platinum or better by the United States Green Building Council, that the project’s construction impacts are fully mitigated, and that the project is not located, in whole or in part, on certain types of sites, including a site that is within a special flood hazard area subject to inundation by a 1% annual chance flood or within a regulatory floodway as determined by the Federal Emergency Management Agency, as provided. The bill, with respect to a site that is within a special flood hazard area subject to inundation by a 1% annual chance flood or within a regulatory floodway, would prohibit a local government from denying an application on the basis that a public university did not comply with any additional permit requirement, standard, or action adopted by that local government applicable to the site if the public university is able to satisfy all applicable federal qualifying criteria in order to demonstrate that the site meets these criteria and is otherwise eligible to be exempt from CEQA pursuant to the above requirements. By imposing additional duties on local governments, this bill would impose a state-mandated local program.
SB 896 (Dodd D) Wildfires: defensible space: grant programs: local governments.
Current Text: Amended: 5/5/2022 html pdf
Introduced: 2/1/2022
Status: 6/14/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 9. Noes 0.) (June 13).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Director of Forestry and Fire Protection to establish a statewide program to allow qualified entities, including counties and other political subdivisions of the state, to support and augment the Department of Forestry and Fire Protection in its defensible space and home hardening assessment and education efforts. Current law requires the director to establish a common reporting platform that allows defensible space and home hardening assessment data, collected by the qualified entities, to be reported to the department. This bill would require any local governmental entity that is qualified to conduct these defensible space assessments in very high and high fire hazard severity zones, as specified, and that reports that information to the department, to report that information using the common reporting platform. The bill would require the department, on December 31, 2023, and annually thereafter, to report to the Legislature all defensible space data collected through the common reporting platform, as provided.
SB 897 (Wieckowski D) Accessory dwelling units: junior accessory dwelling units.
Current Text: Amended: 6/20/2022 html pdf
Introduced: 2/1/2022
Status: 6/29/2022-From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 5. Noes 3.) (June 29).
Location: Assembly Appropriations
Calendar: 6/30/2022 #49 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law authorizes a local agency, by ordinance or ministerial approval, to provide for the creation of accessory dwelling units in areas zoned for residential use, as specified. Current law authorizes a local agency to impose standards on accessory dwelling units that include, but are not limited to, parking, height, setback, landscape, architectural review, and maximum size of a unit. This bill would require that the standards imposed on accessory dwelling units be objective. For purposes of this requirement, the bill would define “objective standard” as a standard that involves no personal or subjective judgment by a public official and is uniformly verifiable, as specified.
SB 940 (Laird D) Mobilehome parks: local ordinances.
Current Text: Amended: 3/31/2022 html pdf
Introduced: 2/8/2022
Status: 6/16/2022-Read second time. Ordered to third reading.
Location: Assembly Third Reading
Calendar: 6/30/2022 #102 ASSEMBLY THIRD READING FILE - SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law exempts new construction, defined as spaces initially held out for rent after January 1, 1990, from any ordinance, rule, regulation, or initiative measure adopted by a city or county, which establishes a maximum amount that a landlord may charge a tenant for rent. This bill would revise the definition of “new construction” to include only spaces initially held out for rent after January 1, 1990, and before January 1, 2023, and would end the above-described exemption for new construction upon the first date following January 1, 2023, that the rental agreement for that space is renewed, extended, or terminated. The bill would create a new exemption for new mobilehome park construction, as defined, for a limited period of 10 years from the date when at least one space in that park’s original construction was initially held out for rent.
SB 948 (Becker D) Housing finance programs: development reserves.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 2/9/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 0.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes various programs and funding sources administered by the Department of Housing and Community Development to enable the development of affordable housing, including the Building Homes and Jobs Act, the Multifamily Housing Program, the Housing for a Healthy California Program, and the Veterans Housing and Homeless Prevention Act of 2014. Under current law governing the State
Community Development Block Grant Program, the department is required to distribute funds made available under the program in order to provide decent housing, a suitable living environment, and expand economic opportunities, consistent with federal requirements. Current federal law also establishes the HOME Investment Partnership Program to, among other things, expand the supply of affordable housing. Existing law designates the department as the state agency responsible for administering the HOME Investment Partnership Act. This bill would prohibit the department from requiring a project-specific transition reserve, as defined, for any unit subject to a qualified project rental or operating subsidy. This bill would create the Pooled Transition Reserve Fund and would continuously appropriate moneys in that fund to the department for the purpose of maintaining a pooled transition reserve to mitigate the impacts on tenant rents from the loss or exhaustion of rental or operating subsidies.
SB 971 (Newman D) Housing: household pets.
Current Text: Amended: 6/14/2022 html pdf
Introduced: 2/10/2022
Status: 6/29/2022-Coauthors revised. From committee: Do pass and re-refer to Com. on APPR. (Ayes 7.
Noes 0.) (June 29). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Department of Housing and Community Development to require each housing development, as defined, that is financed on or after January 1, 2018, pursuant to the ZenovichMoscone-Chacon Housing and Home Finance Act, to authorize a resident of the housing development to own or otherwise maintain one or more common household pets, as defined, within the resident’s dwelling unit, subject to applicable state laws and local government ordinances related to public health, animal control, and animal anticruelty. This bill would require any housing development that is financed on or after January 1, 2023, pursuant to the act or by any moneys administered or otherwise provided by the department, or that is the basis for the receipt, on or after January 1, 2023, of any low-income housing tax credit, as described, to authorize a resident of the housing development to own or otherwise maintain one or more common household pets, as defined, within the resident’s dwelling unit, subject to applicable state laws and local government ordinances related to public health, animal control, and animal anticruelty and other reasonable conditions, as defined.
SB 1026 (Wieckowski D) Residential energy efficiency disclosure statement.
Current Text: Amended: 6/15/2022 html pdf
Introduced: 2/15/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 3.) (June 29).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the State Energy Resources Conservation and Development Commission to prescribe, by regulation, lighting, insulation, climate control systems, and other building design and construction standards that increase efficiency in the use of energy and water for new residential and new nonresidential buildings. Current law requires the commission to also develop a public domain computer program that enables contractors, builders, architects, engineers, and government officials to estimate the energy consumed by residential and nonresidential buildings. Current law regulates the terms and conditions of residential tenancies and imposes various requirements on owners of residential properties and their agents. This bill would grant a prospective tenant the right to obtain from the owner of a residential dwelling unit or the owner’s agent a residential energy efficiency disclosure statement for the residential unit offered.
SB 1067 (Portantino D) Housing development projects: automobile parking requirements.
Current Text: Amended: 6/16/2022 html pdf
Introduced: 2/15/2022
Status: 6/29/2022-From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 5. Noes 3.) (June 29).
Location: Assembly Appropriations
Calendar: 6/30/2022 #50 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Planning and Zoning Law, requires each county and city to adopt a comprehensive, longterm general plan for its physical development, and the development of certain lands outside its boundaries, that includes, among other mandatory elements, a housing element. Current law also authorizes the legislative body of a city or a county to adopt ordinances establishing requirements for parking. This bill would prohibit a city, county, or city and county from imposing any minimum automobile parking requirement on a
housing development project, as defined, that is located within 1/2 mile of public transit, as defined. The bill, notwithstanding the above-described prohibition, would authorize a city, county, or city and county to impose or enforce minimum automobile parking requirements on a housing development project if the local government demonstrates to the developer, within 30 days of the receipt of a completed application, that the development would have a substantially negative impact, supported by a preponderance of the evidence, on the city’s, county’s, or city and county’s ability to meet its share of specified housing needs or existing residential or commercial parking within 1/2 mile of the housing development. The bill would create an exception from the above-described provision if the development (1) dedicates a minimum of 20% of the total number of housing units to very low, low-, or moderate-income households, students, the elderly, or persons with disabilities, (2) contains fewer than 20 housing units, or (3) is not subject to parking requirements based on any other state law.
SB 1083 (Skinner D) CalWORKs: pregnancy and homeless assistance.
Current Text: Amended: 6/8/2022 html pdf
Introduced: 2/15/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (June 28).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires $47 per month to be paid to a pregnant person qualified for CalWORKs aid to meet special needs resulting from pregnancy, and requires county human services agencies to refer all these recipients of aid to a local provider of the California Special Supplemental Nutrition Program for Women, Infants, and Children. This bill would, among other things, also require county human services agencies to refer those recipients to perinatal home visiting services administered by county public health agencies, county human services agencies, or applicable county home visiting providers.
SB 1105 (Hueso D) San Diego Regional Equitable and Environmentally Friendly Affordable Housing Agency.
Current Text: Amended: 6/21/2022 html pdf
Introduced: 2/16/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on L. GOV. (Ayes 5. Noes 2.) (June 29).
Re-referred to Com. on L. GOV. From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes
6. Noes 2.) (June 29).
Location: Assembly Appropriations
Calendar: 6/30/2022 #51 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The San Francisco Bay Area Regional Housing Finance Act establishes the Bay Area Housing Finance Agency to raise, administer, and allocate funding for affordable housing in the San Francisco Bay area, as defined, and provide technical assistance at a regional level for tenant protection, affordable housing preservation, and new affordable housing production. This bill, the San Diego Regional Equitable and Environmentally Friendly Housing Act, would establish the San Diego Regional Equitable and Environmentally Friendly Affordable Housing Agency and would state that the agency’s purpose is to increase the supply of equitable and environmentally friendly housing in the County of San Diego by providing for significantly enhanced funding and technical assistance across the regional level for equitable and environmentally friendly housing projects and programs, equitable housing preservation, and rental protection programs, as specified. The bill would require a board composed of 6 voting members who are primary or alternate members of the San Diego Association of Governments, as specified, to govern the agency.
SB 1133 (Archuleta D) Price gouging: state of emergency.
Current Text: Amended: 6/29/2022 html pdf
Introduced: 2/16/2022
Status: 6/29/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Under current law, upon the proclamation of a state of emergency, as defined, declared by the President of the United States or the Governor, or upon the declaration of a local emergency, as defined, by the executive officer of any county, city, or city and county, and for a period of 30 days following that declaration, it is a misdemeanor with specified penalties for a person, contractor, business, or other entity to sell or offer to sell certain goods and services, including rental housing, for a price that exceeds by 10% the price charged by that person immediately prior to the proclamation of emergency, except as specified.
Current law authorizes this prohibition to be extended for additional periods if deemed necessary to protect
the lives, property, or welfare of the citizens, as specified. Current law requires the Office of Emergency Services, upon the proclamation of an emergency by the Governor, to include information about these provisions and guidance to property owners, as specified, on an appropriate internet website. This bill would require an extension of those prohibitions, if it would apply to rental housing and the state of emergency has been in effect for over a year or more, to include findings that it is necessary to prevent excessive and unjustified increases in rental prices. The bill would also exclude from those prohibitions newly constructed housing that was issued a certificate of occupancy for residential use within the 3 months preceding a proclamation of a state of emergency or declaration of local emergency or within the duration of the proclamation or declaration.
SB 1176 (Limón D) Department of Financial Protection and Innovation: loan-related activities: data analysis and practices.
Current Text: Amended: 5/19/2022 html pdf
Introduced: 2/17/2022
Status: 6/2/2022-Referred to Com. on B. & F.
Location: Assembly Banking and Finance
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current federal law, the Home Mortgage Disclosure Act (HMDA), requires specified financial institutions, including certain banks, savings associations, and credit unions, to compile and make available to the public for inspection specific data about mortgage loans. Current federal law, the Community Reinvestment Act (CRA), also requires regulated financial institutions, as defined, to be subject to certain assessments by federal agencies to ensure those financial institutions are acting consistently to meet the credit needs of the communities in which they are chartered. This bill would require the Department of Financial Protection and Innovation to conduct an analysis of whether nonbank lenders licensed by the department are meeting the credit needs of underserved communities, as compared to depository institutions currently subject to the CRA. The bill would require the analysis to be made available to the public and posted on the department’s internet website.
SB 1252 (Committee on Housing) Housing.
Current Text: Amended: 6/14/2022 html pdf
Introduced: 2/17/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 8. Noes 0.) (June 29). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Davis-Stirling Common Interest Development Act, defines and regulates common interest developments. Existing law requires an association to distribute specified annual reports to its members, to solicit members’ delivery preference for notices from the association, and to record the collected preferences at least 30 days before distributing the annual budget report. This bill would require an association to record the collected preferences at least 30 days before distributing the annual budget report and the annual policy statement.
SB 1261 (Stern D) Energy: low-emissions buildings.
Current Text: Amended: 6/15/2022 html pdf
Introduced: 2/17/2022
Status: 6/27/2022-Re-referred to Com. on RLS. pursuant to Assembly Rule 96.
Location: Assembly Rules
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Department of Community Services and Development to develop and administer the Energy Efficiency Low-Income Weatherization Program. This bill would require the department, upon appropriation by the Legislature, to develop and administer the Multifamily Rapid Deployment Building Decarbonization and Extreme Heat Program to identify and deploy replicable, scalable, and affordable upgrades for multifamily building types that reduce emissions of greenhouse gases and improve the health and comfort of residents in multifamily buildings, as provided. The bill would require the department to develop the guidelines for the program on or before April 1, 2023, and to begin implementing the program on or before September 30, 2023.
SB 1307 (Rubio D) Department of Housing and Community Development: Mobilehome Parks Act:
Special Occupancy Parks Act.
Current Text: Amended: 6/22/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 8. Noes 0.) (June 29). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law, the Special Occupancy Parks Act, establishes requirements for the construction, maintenance, occupancy, use, and design of special occupancy parks and requires the Department of Housing and Community Development to enforce the act. Current law authorizes a city, county, or city and county to assume responsibility for the enforcement of the Mobilehome Parks Act, the Special Occupancy Parks Act, and the regulations adopted pursuant to those acts, following approval by the department for the assumption, as specified. This bill would require the department to post an explanation of the process for a city, county, or city and county to assume the enforcement responsibilities pursuant to the acts described above, on its internet website, in multiple languages. The bill would also require the department to send an annual electronic notice that explains the process to every city, county, or city and county government that has a mobilehome park located within its jurisdiction.
SB 1323 (Archuleta D) Foreclosure: equity sale: multiple listing.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 7. Noes 3.) (June 28).
Location: Assembly Appropriations
Calendar: 6/30/2022 #13 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law imposes various requirements to be satisfied before exercising a power of sale under a mortgage or deed of trust, including recording a notice of default, providing a mortgagor or trustor a copy of the recorded notice of default, providing notice of the time and place scheduled for the public auction sale of the real property and other notices related to the sale, determining the fees and expenses that may be paid from the sale, determining who may conduct the sale and act in the sale as an auctioneer for the trustee, determining the time and place where the auction sale may occur, and specifying how bids may be made and accepted at the auction sale. This bill would recast these provisions to require that an equity sale, as defined, of property under a power of sale of a mortgage or deed of trust be made by a real estate licensee, as defined, and by publicly listing the property for sale on a multiple listing service with an initial listing price at the property’s appraised value, as specified.
SB 1335 (Eggman D) Discrimination: housing: credit history of persons receiving housing subsidies.
Current Text: Amended: 4/21/2022 html pdf
Introduced: 2/18/2022
Status: 6/15/2022-June 15 set for first hearing canceled at the request of author.
Location: Assembly Housing and Community Development
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would prohibit the use of a person’s credit history as part of the application process for a rental housing accommodation without offering the applicant the option of providing alternative evidence of financial responsibility and ability to pay as the applicant may choose to submit in instances where there is a government rent subsidy. The bill would require the housing provider to consider that alternative evidence in lieu of the person’s credit history when determining whether to offer the rental accommodation to the applicant.
SB 1385 (Cortese D) Electricity: multifamily housing local solar program.
Current Text: Amended: 6/21/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 11. Noes 0.) (June 29).
Location: Assembly Appropriations
Calendar: 6/30/2022 #58 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law vests the Public Utilities Commission with regulatory authority over public utilities, including electrical corporations. Under current law, the Green Tariff Shared Renewables Program requires an electrical corporation with 100,000 or more customers in California to file with the commission an application
requesting approval of a tariff to implement a program enabling ratepayers to participate directly in offsite electrical generation facilities that use eligible renewable energy resources. Current law requires the commission, by June 30, 2017, to authorize, through the Multifamily Affordable Housing Solar Roofs Program, the awarding of monetary incentives for qualifying solar energy systems that are installed on qualified multifamily affordable housing properties through December 31, 2030.This bill would require the commission, on or before January 1, 2024, to establish a new multifamily housing local solar program that would require each electrical corporation with more than 100,000 service connections in California to construct, or contract for the construction of, a solar and storage system on or near qualified multifamily housing, as specified.
SB 1396 (Bradford D) Tenancy: credit reporting: lower income households: evaluation.
Current Text: Amended: 6/15/2022 html pdf
Introduced: 2/18/2022
Status: 6/21/2022-From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 10. Noes 0.) (June 21). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law, beginning July 1, 2021, and until July 1, 2025, requires a landlord of an assisted housing development, as defined, to offer tenants obligated on the lease of units in the development the option of having their rental payments reported to at least one consumer reporting agency. Current law authorizes a landlord to charge a tenant that elects to have rent reported and prescribes requirements regarding how the offer of rent reporting is to be made. This bill would require an independent evaluator, upon appropriation by the Legislature for this purpose, to be selected by the Department of Financial Protection and Innovation and to be responsible for conducting an evaluation on the impact of rental payment reporting in this state, as prescribed. The bill would require the evaluator to be chosen through a competitive process to be completed on or before March 1, 2024.
SB 1421 (Jones R) California Interagency Council on Homelessness.
Current Text: Introduced: 2/18/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (June 28).
Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law requires the Governor to establish the California Interagency Council on Homelessness, and requires the council to, among other things, identify mainstream resources, benefits, and services that can be accessed to prevent and end homelessness in California and promote systems integration to increase efficiency and effectiveness to address the needs of people experiencing homelessness. Current law requires the council to seek guidance from an advisory committee that includes, among others, a survivor of gender-based violence who formerly experienced homelessness. This bill would add a current or formerly homeless person with a developmental disability to the advisory committee.
SB 1427 (Ochoa Bogh R) Homeless and Mental Health Court and Transitioning Home Grant Programs.
Current Text: Amended: 6/21/2022 html pdf
Introduced: 2/18/2022
Status: 6/28/2022-From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 7. Noes 0.) (June 28). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Under current law, the Board of State and Community Corrections administers several grant programs, including a mentally ill offender crime reduction grant program, a medication-assisted treatment grant program, and a violence intervention and prevention grant program. This bill would establish two new grant programs: the Homeless and Mental Health Court Grant Program that would, subject to an appropriation by the Legislature, be administered by the Judicial Council and provide grants to counties for the purpose of establishing or expanding homeless courts and mental health courts, as specified; and the Transitioning Home Grant Program that would, subject to an appropriation by the Legislature, be administered by the board and provide grants to county sheriffs and jail administrators to fund programs aimed at reducing homelessness among inmates released from custody, as specified.
SB 1435 (Committee on Military and Veterans Affairs) Veteran home use: reporting.
Current Text: Introduced: 2/18/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-Read third time. Passed. Ordered to the Senate.
Location: Senate Desk
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law establishes veterans homes in the State of California, under the jurisdiction of the Department of Veterans Affairs. Current law requires the department to review the use of each home no later than 5 years before the expiration of the use restriction imposed on the home by federal law to determine the best continued, unrestricted use of the home. Current law also requires the department to conduct the same review 5 years after the date of the expiration of the use restriction imposed by federal law on a home and to update that review every 5 years. This bill would require the department to review the homes on a specified schedule and to update the report every 5 years.
SB 1444 (Allen D) Joint powers authorities: South Bay Regional Housing Trust.
Current Text: Amended: 5/17/2022 html pdf
Introduced: 2/18/2022
Status: 6/29/2022-From committee: Do pass. (Ayes 7. Noes 0.) (June 29).
Location: Assembly Housing and Community Development
Calendar: 6/30/2022 #47 ASSEMBLY SECOND READING FILE -- SENATE BILLS Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Joint Exercise of Powers Act authorizes 2 or more public agencies, by agreement, to form a joint powers authority to exercise any power common to the contracting parties, as specified. The act authorizes the agreement to set forth the manner by which the joint powers authority will be governed. The act specifically authorizes the establishment of specified joint powers authorities, including the San Gabriel Valley Regional Housing Trust, for the purposes of funding housing specifically assisting the homeless population and persons and families of extremely low, very low, and low income, as specified. This bill would similarly authorize the establishment of the South Bay Regional Housing Trust, a joint powers authority, by the County of Los Angeles and any or all of the cities within the jurisdiction of the South Bay Cities Council of Governments, with the stated purpose of funding housing to assist the homeless population and persons and families of extremely low, very low, and low income within the South Bay. The bill would authorize the South Bay Regional Housing Trust to fund the planning and construction of housing, receive public and private financing and funds, and authorize and issue bonds.
SB 1446 (Stern D) Behavioral health-related treatment, housing that heals, and other services or supports.
Current Text: Amended: 6/23/2022 html pdf
Introduced: 2/18/2022
Status: 6/23/2022-Read second time and amended. Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Current law authorizes the State Department of Health Care Services, subject to an appropriation and until January 1, 2027, to establish an infrastructure program to award competitive grants to, among other things, expand the community continuum of behavioral health treatment resources to build new capacity or expand existing capacity, as specified. Current law also requires the department to maintain a behavioral health services and supports virtual platform for children and youth 25 years of age and younger, as specified. This bill would declare that it is the public policy of the state that relevant state agencies, including the State Department of Health Care Services, when revising, adopting, or establishing policies, regulations, or grant program criteria relating to access to behavioral health related treatment, housing that heals, or other services or supports, are required to ensure that any individual with a severe behavioral health disorder who, as a result, lacks supportive housing and behavioral health services and is otherwise not living safely in the community receives an individualized, clinically appropriate range of behavioral health-related treatment, housing that heals, as defined, and other services or supports.
SB 1456 (Stern D) Property taxation: welfare exemption: low-income housing.
Current Text: Amended: 3/31/2022 html pdf
Introduced: 2/18/2022
Status: 6/20/2022-June 20 hearing: Heard for testimony only.
Location: Assembly Revenue and Taxation
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The California Constitution authorizes the Legislature to exempt from taxation, in whole or in part, property that is used exclusively for religious, hospital, or charitable purposes, and is owned or held in trust by a nonprofit entity. Pursuant to this constitutional authority, existing law partially exempts from property taxation property used exclusively for rental housing and related facilities, if specified criteria are met, including, except in the case of a limited partnership in which the managing general partner is a nonprofit corporation eligible for the exemption, that 90% or more of the occupants of the property are lower income households whose rents do not exceed the rent limits prescribed by a specified law. Current law limits the total exemption amount allowed to a taxpayer, with respect to a single property or multiple properties for any fiscal year on the sole basis of the application of this criterion, to $20,000,000 of assessed value. This bill would remove the above-described limit on the total exemption amount with respect to property tax lien dates occurring on and after the effective date of the bill.
SB 1457 (Hertzberg D) Housing: California Family Home Construction and Homeownership Bond Act of 2022.
Current Text: Amended: 4/19/2022 html pdf
Introduced: 2/18/2022
Status: 6/15/2022-June 15 set for first hearing canceled at the request of author.
Location: Assembly Housing and Community Development
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: Would enact the California Family Home Construction and Homeownership Bond Act of 2022 (bond act), which, if adopted, would authorize the issuance of bonds in the amount of $25,000,000,000 pursuant to the State General Obligation Bond Law to finance the California Family Home Construction and Homeownership Program, established as part of the bond act. The bill would authorize the California Housing Finance Agency to award California Socially Responsible Second Mortgage Loans to eligible applicants to use as a down payment or to pay closing costs on the purchase of a new home. The bill would also authorize the agency to award Family Homeownership Opportunity Infrastructure Improvement Loans to developers to be used for predevelopment infrastructure improvements and other upfront costs typically incurred in connection with new home construction, under specified conditions. The bill would require that moneys received from a loan recipient for the repayment of financing provided under the program be used to pay debt service when due on bonds issued pursuant to the bond act.
SB 1484 (Grove R) Income taxes: credits: qualified first-year wages: foster or former foster youth.
Current Text: Amended: 6/13/2022 html pdf
Introduced: 2/18/2022
Status: 6/20/2022-June 20 hearing: Heard for testimony only.
Location: Assembly Revenue and Taxation
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The Personal Income Tax Law and Corporation Tax Law allow various credits against the taxes imposed by that law, including a credit for hiring qualified full-time employees within a designated census tract or economic development area, as provided.This bill would allow a credit against those taxes for each taxable year beginning on or after January 1, 2023, and before January 1, 2028, in an amount that is equal to either 40% or 25% of the amount paid or incurred by a qualified taxpayer during the taxable year for qualified first-year wages of qualified employees, depending on the amount of hours worked by the qualified employee during the first year of employment. The bill would provide that the credit amount is not to exceed $2,400 per qualified employee. The bill would define “qualified employee” to mean an employee who is hired on or after January 1, 2023, and who is a foster youth or former foster youth, as those terms are defined.
SCA 2 (Allen D) Public housing projects.
Current Text: Introduced: 12/7/2020 html pdf
Introduced: 12/7/2020
Status: 5/11/2022-Coauthors revised. From committee: Be adopted and re-refer to Com. on APPR. (Ayes 8.
Noes 0.) (May 11). Re-referred to Com. on APPR.
Location: Assembly Appropriations
Calendar:
Desk Policy Fiscal Floor Desk Policy Fiscal Floor Conf.
Conc. Enrolled Vetoed Chaptered 1st House 2nd House
Summary: The California Constitution prohibits the development, construction, or acquisition of a low-rent housing project, as defined, in any manner by any state public body until a majority of the qualified electors of the city, town, or county in which the development, construction, or acquisition of the low-rent housing project is proposed approve the project by voting in favor at an election, as specified. This measure would
repeal these provisions.
Total Measures: 98
Total Tracking Forms: 98
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Fire Department Monthly Report - June 2022
ATTACHMENTS:
• Fire Department Monthly
Totals - June 2022
Totals for FY 21/22
Incidents
1 6
1 1
6 9
8 228
1 4
1 13
279
Traffic Collision
Totals
Incident Type
Motorhome/Truck/Bus Fire
Other/Unknown Fire
Dumpster Fire
Vegetation Fire
San Bernardino County Fire Area Incident Report
Criteria: 06/01/2022 to 06/30/2022
Division(s): South Desert
Battalion(s): 6, 7
City(ies): Twentynine Palms
Traffic Collision with Extrication
Investigation/Alarm
Medical
Public Service
Structure Fire
Outside Elec Incident
Cancelled Enroute
Printed on 7/6/2022 9:13 AM Page 1 of 1 Page 122 of 338
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Award of Luckie Park Pool Rehabilitation Contracts.
RECOMMENDATION:
The City Council approve the following:
1.) Adopt the design of the project represented by the Plans and Specifications for the Luckie Park Pool Rehabilitation Project; and
2.) Award the contract for the construction of Luckie Park Pool and authorize the City Manager to negotiate and execute the associated contract totaling $2,695,000.
ORDER OF PROCEDURE:
Request Staff Report (City Manager
Presenting)
Council Questions of Staff
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
ATTACHMENTS:
• Bid Summary
• Unofficial Bid Results - Luckie
Pool Rebid
• Summary Letter - Luckie Pool
Replacement Pool Rebid
BACKGROUND:
The pool was built in the mid-1950s. Originally, the pool was larger, but another pool was installed inside the original pool to stop a leak. The last major upgrade to the pool was in 2006. Tile was upgraded in the restrooms, new toilets, new roof, deck, pool resurface, electrical panel upgrade, and the main drain cover replaced. In 2011, the City rehabilitated the filtration system, but did not include piping, which needs upgrading. In 2013, an ADA Pool lift was purchased and installed, along with new shade covers. In 2020, we had an underground leak detected and repaired. The current pool lacks the technology for an efficient operation, along with regulatory mandates.
It is time for the pool to be replaced.
This project first came to the attention of the City Council during the Strategic Planning Session in January 2021, with this task making the "Top 10". With the additional funding from American Rescue Plan Act (ARPA), the project turned from a rehabilitation project to a full demo and rebuild so then appeared to be at $3.8M, including soft costs, from Tilden Coil's initial analysis (December 2021). Then in January 2022, Tilden Coil recommended additional funding due to the inflationary bidding environment along with Council adding the gutter system to the pool to make it more competitive for High School CIF competition; these two changes made the price for the pool $4.7M. Page 123 of 338 However, given the current bidding market that has hyper inflation, the City had an actual bid opening on June 2, 2022 that drove the cost to $6.2M. Not only will the City demo the current pool and rebuild the pool, but also rebuild the chemical building and bathrooms. Also with this rehabilitation, the City will be in compliance with the current standards with County Public Health.
ENVIRONMENTAL:
Not Applicable, repairing existing facility per Section 15301 (d).
ALTERNATIVES:
The City Council could delay the project and wait until there is a better bidding climate, or give other guidance.
FISCAL IMPACT:
The Pool Project is funded by ARPA and prior year Fiscal Year surplus.
A. Kansara
5/26/2022
Total
$ 292,520
$ 290,000
$ 522,000
$ 91,225
$ 730,240
$ 2,830,000
$ 230,000
Prime Contractor Subtotal: 4,985,985 $
Construction GC's $ 345,000
CM/GC Fee 6.0% 299,159 $
Architectural/Subconsultants Fees $ 313,659
Soils Report $ 6,000
US Rooter $ 1,700
Construction Testing / Inspection 1.0% 49,860 $
Plan Check 1.0% - $
County Health Fees 1.0% 5,000 $
Utility Fees 1.0% 49,860 $
Owner Contingency 3.0% 149,580 $
Soft Costs 1,219,817 $
Project Total: 6,205,802 $
Project Budget: 4,801,690 $
Delta: $ (1,404,112)
Alternate #01: Delete Water Slide (190,000.00) $
Alternate #02: Deck Coating (169,000.00) $
Alternate Subtotal (359,000) $
Total Project Costs With Alternates 5,846,802 $
Delta $ (1,045,112)
VE Options $ 166,000
Over Budget with VE & Alternates $ (879,112)
City of Twentynine Palms
Luckie Pool
Construction Costs
Bid Category #
BC 01 - Demolition and Earthwork
BC#02 - Concrete: Structural & Site
BC#03 - Plumbing: Site, & Fire Sprinkler
BC#04 - Electrical & Low Voltage
BC#05 - General Package
BC#06 - Pool
BC#07 - Masonry
BC 06 - Pool (C53) Base Bid
California Commercial Pools 2,695,000.00 $
Condor, Inc. 2,763,000.00 $
UNOFFICIAL BID RESULTS
Thursday, July 7, 2022
Rebid BC#06
Luckie Pool Replacement
City of Twentynine Palms
Tilden—Coil
CONSTRUCTORSW
Huildtngiuilll Inlegnly sum» was
July 12, 2022
Project: Twentynine Palms - Luckie Pool Replacement Renovation BC#O6 Pool Rebid Subject: Bid Summary Letter
Dear Mr. Luckino,
Listed below is a summary of the low responsive and responsible bidder for the Luckie Pool Replacement Renovation BC#06 Pool Rebid project, which bid on July 7, 2022 at 2:00 pm. This list is being forwarded for your review.
The basis of award of the low responsive and responsible bidder is based upon the Total Cash Purchase Price.
Bid Category No. 6 — Pool
Total Bids Received — 2
Name: California Commercial Pools City: Glendora
License No.: 415172 Class: C53
DIR N0-1 1000001406
Notes: No noted irregulurities.
Total Cash Purchase Price: $ 2,695,000.00
Upon receipt, please evaluate the bid forms, information stated above, and advise how you would like Tilden—CoilConstructors to proceed.
Should you have any questions please do not hesitate to call.
Sincerely,
3 <
Bryant lsme?
Tilden—CoilConstructors
Attachments:
0 Formal Evaluation of Bids (Bid Category 6)
3612 Mission Inn Avenue Riverside, CA 92501 951 684 5901 fax: 951 684 0725 Page 127 of 338 City of Twentynine Palms Tilden-Coil
COI\'STRUCTORS..
Ili/lldrrigtuii/i/ri(ri;v1I\ vim 19124
Luckie Pool Replacement Renovation BC#06 Pool Rebid
Low Bidder Evaluation Form
Bid Date: July 7,2022 at 2:00pm
(Low Bidder Determined by Base Bid) BP06 - Pool (C53)
California Commerical Pools condor, Inc.
BIDFORM
Base Bid Amount $ 2,695,000.00 $ 2,763,000 00
Number &Written Values Match Yes Yes
Item 1: Pool Deck and Coating $ 415,000.00 $ 412,000.00 Addenda - Acknowledged (4) Yes Yes
California License 1:, Expiration, License Classification 415172, 11/30/23, B,C53 812288, 9/30/22, A,B,C53 City - Business Located In? Glendora El Monte
Veri?ed License on CSLB Website? - Yes Yes rittnsz//www2.cslb.ca.oov/Onlineservices/CheckLicense|I/CrieckLicense.asox DIR Number &Expiration - https://e?ling.dir.ca.gciv/PWCR/Search 1000001406, 6/30/25 1000004667, 6/30/23 Signature Lines Complete & Signed by Authorized Co. Oi?cer, incl.
Corporate Seal (Yes/No) Yes Yes
DESIGNATION OF SUBCONTRACTORS
Must include Name of Subcontractor, Location.Scope, License, Bid Amount. Yes Yes and DIR (Included for Fabricators & Installers >0.5"/2)? Was BidAmount and/or DIR # provided with bid or separately within 24 hrs Yes Yes of bid opening?
BID BOND
Bid Bond (attached, Min. 10%, signed, corporate seal, notarized) Yes Yes Surety Co Name &CA IDNumberhttos://interactive.web.insurance.ca.dov/comDanvorolile/companviarofile Endurance Assurance
Corporation. 5082-3
United Fire &Casualty
Company, 2416-6
Power of Attorney Attached? Yes Yes
Certi?cate of Authority AuthorizationAttached? Yes Yes
OTHER FORMS
Contractor's Certificate Regarding Workers Compensation - provided & Yes Yes signed
Non-Collusion Declaration - provided &signed Yes Yes
Acknoiwledgement of Bidding Practices Regarding ldernnity - provided & Yes Yes signe
Site Conditions Certification (required regardless if the iob-walkis Yes Yes mandatory/non-mandatory) - provided &signed
Bidder's Name
Subcontractor 1
BP06 - Pool (C53)
Designation of Subcontractors Form - Detailed Review
California Commerical Pools
Rebel Industries Inc
Condor, Inc.
Shotcrete Structures Inc
Lic # Veri?ed Yes Yes
DIR # Veri?ed
Subcontractor 2
Yes
Aqua Construction Inc
Yes
Upland Contracting Inc
Lic# Veri?ed Yes Yes
DIR# Veri?ed
Subcontractor 3
YGS
Upland Contracting Inc
Yes
Comer Keystone Construction
Corp
Lic # Veri?ed Yes Yes
DIR # Veri?ed
Subcontractor 4
Yes
SC Sax Companies Inc
Yes
Reycoat Inc
Lic # Veri?ed Yes Yes
DIR # Veri?ed
Subcontractor 5
Yes
Splashtacular LLC
Yes
Ato Z Grading Excavation
Lic # Veri?ed Yes Yes
DIR# Veri?ed
Subcontractor 6
Yes
TheVan Dyke Corporation
Yes
Splashtacular LLC
Lic# Veri?ed Yes Yes
DIR# Veri?ed
Subcontractor 7
Yes
Unique Decking of the Inland
Empire dba Concrete Restorations
Yes
Lic # Veri?ed Yes
DIR# Veri?ed Yes
STAFF REPORT
TO: City Council
FROM: City Engineer
FOR MEETING: Jul 20 2022
SUBJECT: 6583-6589 Freedom Way Demolitions.
RECOMMENDATION:
That the City Council:
1. Award a contract to demolish the structures at 6583-6589 Freedom Way to A to Z Grading & Excavation in the amount of $57,000 and authorize a Ten Percent (10%) Contingency in the amount of $5,700, for a total contract amount of $62,700.
2. Authorize the City Manager to execute all documents necessary to enter into the contract, including any necessary amendments thereto.
ORDER OF PROCEDURE:
Request Staff Report (City Manager presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Call the Question
ATTACHMENTS:
• AtoZ Demo Quote
BACKGROUND:
To prepare for future affordable housing development, the City-owned properties at 6583-6589 Freedom Way are vacant and recommended to be demolished. All utilities have been removed. The structures were assessed for asbestos and it was determined that remediation is not required as asbestos was not detected.
On May 24, 2022, several contractors were requested to submit an informal bid to perform the demolition services.
By June 22, 2022, the informal bid request yielded the following three bids:
Bidder Bid
A to Z Grading and Excavation $57,000
Van Dyke $68,000
IE General Engineering $160,000
Upon review of the bids, it has been determined that A to Z Grading and Excavation is the Lowest and Responsive Bidder. A to Z Grading and Excavation’s Staff has extensive experience in providing such services.
Staff is recommending to award A to Z Grading & Excavation a contract to conduct the demolition services.
ENVIRONMENTAL:
There are no environmental impacts associated with this action.
ALTERNATIVES:
The City Council could reject the bids and request additional bids.
FISCAL IMPACT:
This task is paid from Housing funds.
STAFF REPORT
TO: City Council
FROM: City Engineer
FOR MEETING: Jul 20 2022
SUBJECT: Luckie Park Pool Testing and Inspection Services.
RECOMMENDATION:
The City Council:
1. Award a contract for the “Luckie Park Pool Testing and Inspection Services” to Merrell Johnson in the amount of $33,652.00 and authorize a Ten Percent (10%) Contingency in the amount of $3,365.20, for a total contract amount of $37,017.20.
2. Authorize the City Manager to execute all documents necessary to enter into the contract, including any necessary amendments thereto.
ORDER OF PROCEDURE:
Request Staff Report (City Manager presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Call the Question
ATTACHMENTS:
• Merrell Johnson Proposal
BACKGROUND:
On June 14, 2022, the City of Twentynine Palms awarded several Construction Contracts to complete the rehabilitation of Luckie Park Pool. Since the award, the City has received the construction schedule to complete the improvements. This was used to informally seek testing and inspection services for the project.
Services will include testing and observations during swimming pool demolition and reconstruction, during footing construction and during the installation of the various site improvements. Observations and testing will be performed on an intermittent basis as needed. Testing services will include field compaction testing and the associated laboratory testing necessary to evaluate and document compliance with the recommendations of the soils investigation. Testing will be performed in accordance with appropriate ASTM standards. In addition, special inspection services will be performed during new construction as needed.
Numerous testing and inspection firms were requested to submit an informal bid. By June 09, 2022, the informal bid request yielded the following four bids:
Bidder Estimated Budget Inspector Rate
Merrell Johnson $33,652 $98
CTE South $32,695 $110
RMA Group $44,965 $125 Page 135 of 338
Sladden $30,596 $130
Upon review of the proposals, it has been determined that Merrell Johnson proposes the lowest inspector rates. Considering the testing and inspection services are conducted on an as-needed basis, the Consultant’s hourly proposed rates are heavily considered.
Merrell Johnson has an extensive background in providing comprehensive geotechnical engineering, engineering geology and geotechnical instrumentation, including materials testing and special inspections. They performed similar services for the City of Twentynine Palms SR-62 Sidewalk Project, between Encelia and Larrea Avenues.
Considering Merrell Johnson proposed the lowest rates and they are highly qualified, Staff is recommending to award Merrell Johnson a contract to conduct the testing and inspection services.
ENVIRONMENTAL:
There are no environmental impacts associated with this action.
ALTERNATIVES:
The City Council could reject the proposals and request additional proposals.
FISCAL IMPACT:
This service is paid for by the allocated resources for the completion of the pool, in total is $6,175,803. This specific task has a budget of $50,000.
[Type here]
PROPOSAL
FOR TESTING
& INSPECTION
SERVICES
Luckie Park Pool Renovation Project, Twentynine Palms, CA
TABLE OF
CONTENTS
03 COVER LETTER
04 OUR PURPOSE
06 OUR EXPERTISE
10 PROJECT TEAM
20 OUR EXPERIENCE
23 PROJECT APPROACH
26 COST PROPOSAL
Luckie Park Pool Renovation Project, Twentynine Palms, CA May 31, 2022
Attn: Kenneth Baily
RE: Proposal for Testing & Inspection Services
Luckie Park Pool Renovation Project, Twentynine Palms, CA Mr. Baily,
Merrell Johnson is pleased to provide the following proposal to provide construction materials testing and special inspection services for the subject project as requested. The proposal is based on the provided construction schedule. Services are provided on a time and material, oncall basis, at a 4-hour minimum to include mobilization and administration. One-hour increments will be billed thereafter. Only services provided will be billed.
When re-inspection trips are required for initial failing inspections, MJC will give an account of this in the daily report. Any days, or partial days, requiring re-inspections will be noted as ‘Standby Time’ on the invoice, so that these costs may be sufficiently tracked.
We appreciate the opportunity to be of service and thank you for your consideration. Should you have any questions or require any additional information, please contact me.
Sincerely,
SEAN R BEST
Director of Field Services
760 515 0975
Luckie Park Pool Renovation Project, Twentynine Palms, CA
OUR PURPOSE
Luckie Park Pool Renovation Project, Twentynine Palms, CA Quality of
construction
for our clients.
Quality of life
for our people.
We are a full-service civil, geotechnical, survey, testing, inspection, and construction management firm based in
Southern California. For over 60 years, our clients have relied on the team at Merrell Johnson through a wide range of projects and developments executed with the ease,
efficiency and dependability that comes from partnering with some of the most knowledgeable and dedicated
professionals in the industry.
Our purpose is to consistently exceed our clients’
expectations in terms of quality, value, and efficiency, while providing a healthy and inspiring work environment that allows our staff to thrive, both in their careers and their personal lives.
Luckie Park Pool Renovation Project, Twentynine Palms, CA
OUR EXPERTISE
Luckie Park Pool Renovation Project, Twentynine Palms, CA Geotechnical Engineering
Geotechnical Engineering services are led by
James J. Stone, RCE, RGE, with the support
of our fully certified materials laboratory
and technical staff. Merrell Johnson can
provide your project with the preliminary
studies and recommendations required to
move your project from the planning stages
to construction. Services provided include:
> Geotechnical Investigations
> Percolation Testing
> Infiltration Testing
> Seismic Hazard Analysis
> Fault Investigations
> Slope Stability Studies
> Phase I Environmental
> Pavement Design
> Geologic Hazards Analysis
Materials Testing &
Inspection
With a multi-accredited testing laboratory and
a fully certified testing and inspection staff, we
provide quality materials testing and special
inspection you can rely on. Local to your
project, we can provide a timely and costeffective response. Laboratory accreditations include AMRL (AASHTO), CCRL, DSA, USACE
and Caltrans. Services provided include the
testing and inspection of:
> Concrete
> Masonry
> Soils
> Aggregate
> High Strength Bolting
> Structural Steel
> Reinforcing Steel
> Post Tensioned Steel
> Asphalt Paving
> Spray-Applied Fire Proofing
Luckie Park Pool Renovation Project, Twentynine Palms, CA Civil Engineering
We have a long and successful history in the
industry, serving municipalities, utilities,
educational facilities, military installations,
industrial facilities, mining facilities,
commercial development, private
development and more. Services are led by
our Principal Engineer, Brad S. Merrell, PE
with the support of our associate engineers
and technical staff. Services provided
include:
> Sub-Divisions
> Design-Build Ventures
> Grading Plans
> Roadway Design
> Feasibility Studies
> Storm Water Pollution Prevention Plan
> Storm Drain Analysis
> Hydrology Studies
> Sewer Improvement Plans
Land Surveying
Equipped with state-of-the art satellite and
robotics surveying technology, our
expanding productivity and continuing
development allow us to competitively price
and perform survey services that exceed
expectations. Services provided include:
> Boundary Surveys
> Construction Staking
> ALTA Surveys
> Right-of-Way Acquisitions
> Easements
> Mining Surveys
> Grading Plans
> Topographic Surveys
> GPS Surveys & Control
> Cadastral Mapping
> Aerial Drone Topography
Luckie Park Pool Renovation Project, Twentynine Palms, CA Construction Management
With more than two decades of added value
and expertise in the direction of large-scale,
multi-million-dollar projects, we stand behind
a winning record of accountability-based
leadership; able to coordinate and direct
multiple project-based efforts while managing
and motivating project teams of more than
250 individuals and contractors. Services
provided include:
> Contract Management
> Project Management
> Estimating
> Budget Analysis
> Site Operations
> Site Supervision
> Strategic Planning
> Cost Control
> Communications
Luckie Park Pool Renovation Project, Twentynine Palms, CA
PROJECT TEAM
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
Brad S. Merrell, PE
POSITION
PRINCIPAL
EXPERIENCE
42 YEARS
JOINED FIRM
1986
Brad Merrell brings a wealth of experience to the team
as Principal Engineer and Corporate President. He has
42 years of hands-on experience in the construction
industry and has spent more than three decades in
engineering design. His professional experience has
ranged from private development to Industrial/utility
work with a large portion of the last decade with
municipalities in city engineering contracts.
> State of California PE C49423
> State of Nevada PE 11634
> State of Arizona PE 29429
> State of California QSD/QSP 01213
> General Building Contractor A/B
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
E. Cary Packer, PE
POSITION
ASSOCIATE
ENGINEER
EXPERIENCE
33 YEARS
JOINED FIRM
2001
Cary Packer has more than 30 years of engineering
experience with work in civil/infrastructure design,
structural design, and project management. He is an
integral part of our team, working on land
development, utility infrastructure design, water
storage reservoirs, pump stations, street rehabilitation, safe routes to schools, and structural design work.
> State of California PE C51752
> State of Nevada PE 13838
> State of Arizona PE 36895
> State of California QSD/QSP 26979
> Grade D1 Water Distribution Operator
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
James J. Stone, RGE, RCE
POSITION
GEOTECH
ENGINEER
EXPERIENCE
52 YEARS
JOINED FIRM
2017
Jim Stone has over 50 years of industry experience and
has been in the geotechnical field since 1969. He has
been in California since 1989 working on a variety of
project types including infrastructure and public works, education, residential, healthcare and government. His
deep knowledge and experience is an asset to our team
and to any project we undertake.
BS, Civil Engineering, University of Santa Clara
MS, Geotechnical Engineering, San Jose State University > State of California RGE 808
> State of California RCE 25081
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
Jeff Burns
POSITION
OPERATIONSMA
NAGER
EXPERIENCE
21 YEARS
JOINED FIRM
2000
With extensive experience as a laboratory manager,
field technician, special inspector, and project manager, Jeff Burns brings over 20-years of experience to the
direction of projects and staff, project procurement,
special inspection, field testing, laboratory testing, and report preparation.
> ICC Reinforced Concrete Inspector
> ICC Structural Masonry Inspector
> ICC Soils Inspector
> ICC Fireproofing Inspector
> ACI Field Testing Grade I
> ACI Masonry Field Technician
> NICET Level I, Soils, Concrete, Asphalt
> Radiation Safety Officer
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
Sean Best
POSITION
FIELD DIRECTOR
EXPERIENCE
29 YEARS
JOINED FIRM
2007
Sean Best provides our clients with over 15 years of
extensive experience in construction materials testing, special inspection, and municipal construction
management. Providing hands-on leadership of our
inspection team, Mr. Best provides boots-on-theground oversight and management to ensure construction meets code and specification
requirements.
> AWS Certified Welding Inspector
> ICC Master of Special Inspections
> ICC Reinforced Concrete Inspector
> ICC Structural Masonry Inspector
> ICC Steel & Bolting Inspector
> ICC Structural Welding Inspector
> CA State Traffic Control Certification
> APWA Certified Public Infrastructure Inspector
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
Jeremy Beissner
POSITION
LAB MANAGER
EXPERIENCE
9 YEARS
JOINED FIRM
2012
Jeremy Beissner provides direction and oversight of
laboratory operations, ensuring adherence to the
highest standards of quality while working closely with engineers and project managers to maintain
qualifications as set forth by CBC, IBC, ASTM, AMRL
(AASHTO), CCRL, DSA, FAA, USACE and Caltrans .
> ICC Soils Special Inspector
> ACI Concrete Laboratory Technician
> ACI Concrete Strength Technician
> ACI Aggregate Testing Technician
> ACI Masonry Laboratory Technician
> ACI Masonry Field Testing Technician
> ACI Concrete Field Testing Technician
> Radiation Safety Officer Certification
> CA State Traffic Control Certification
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
Christopher Langdon
POSITION
PROJECT
MANAGER
EXPERIENCE
48 YEARS
JOINED FIRM
2013
Certified in multiple disciplines with over 40 years of industry experience, Mr. Langdon provides our clients
with extensive expertise in geotechnical evaluation,
field testing and special inspection. Professional
certifications include:
> DSA Masonry Inspector
> ICC Reinforced Concrete Inspector
> ICC Pre-Stressed Concrete Inspector
> ICC Structural Masonry Inspector
> ICC Soils Special Inspector
> ICC Steel and Bolting Inspector
> ICC Fireproofing Inspector
> LA County Concrete Special Inspector
> ACI Concrete Field Testing Technician
> ACI Masonry Field Testing Technician
Luckie Park Pool Renovation Project, Twentynine Palms, CA 18 Robert Vanover
POSITION
INSPECTOR
EXPERIENCE
25 YEARS
JOINED FIRM
2016
With extensive experience and certification in multiple disciplines, Robert Vanover brings over 25-years of
experience to the Merrell Johnson Team. Certified in
multiple disciplines with over 25 years of experience in field testing and special inspection. Professional
certifications include:
> LA County Concrete & Welding Inspection
> AWS Certified Welding Inspector
> ICC Master of Special Inspection
> ICC Reinforced Concrete Special Inspection
> ICC Structural Welding Special Inspection
> ICC Steel & Bolting Special Inspection
> ICC Structural Masonry Special Inspection
> ICC Fireproofing Special Inspection
> ACI Concrete Field Testing Technician
Luckie Park Pool Renovation Project, Twentynine
Palms, CA
Janeese Gonzales
POSITION
ACCOUNTS
EXPERIENCE
20 YEARS
JOINED FIRM
2015
Janeese Gonzales provides careful tracking of project
billables and budgets, ensuring accurate and timely
project invoicing and backup. Ms. Gonzales also assists with contract execution and insurance certifications for each project as required.
Luckie Park Pool Renovation Project, Twentynine Palms, CA
OUR EXPERIENCE
Luckie Park Pool Renovation Project, Twentynine Palms, CA Experience
Merrell Johnson Companies has a long and successful history and extensive experience providing inspection, and material testing services for educational facilities and municipalities. We believe we are uniquely qualified to provide construction inspection and material testing services because our firm is accustomed to providing all the stages of project planning, including civil and geotechnical engineering, geologic/seismicity, surveying, construction management, SWPPP, testing/inspection, final reports, and punch list services, from conception to completion. We have included some project highlights below.
One-Stop Student Services Building
Victor Valley College
Merrell Johnson Companies performed the geotechnical investigation, foundation recommendations, civil engineering, special inspections, material testing, survey and construction staking for the newly constructed $20M One-Stop Student Services Building, which broke ground in June of 2018 and was completed in Spring of 2020. The design-build project consisted of redesigning of Campus Way and relocation of existing utilities to allow for the 30,000 square foot modernized facility.
Dr. Prem Reddy Science and Health Building
Victor Valley College
Merrell Johnson Companies performed the geotechnical investigation, foundation recommendations, civil engineering, special inspections, material testing, survey, and construction staking for the updated Science and Health building as part of a 5-year ongoing contract with Victor Valley College. The $14.4M project was completed in August of 2015 as part of ongoing new construction and building improvement.
Eastside Public Safety Training Center
Luckie Park Pool Renovation Project, Twentynine Palms, CA Victor Valley College
Merrell Johnson Companies performed all Quality Assurance testing and inspection, including geotechnical foundation recommendations, foundation over-excavation testing and observation, structural masonry inspections, structural steel high strength bolting, and welding inspections, including all fabrication shop inspections local to California and also in Wisconsin. The new state-of- the-art facility encompasses 9 acres of land and approximately 46,000 square feet of student training buildings. The facility also includes a confined space training prop yard and a five-story fire training tower. The facility has become the leading training facility for first responders in the region and beyond.
New Stadium
Victor Valley College
Merrell Johnson Companies recently completed the Geotechnical Investigation for the proposed Stadium and Education Center Building. We have faced unique challenges in the design due to severe liquefaction potential caused by soil type and shallow groundwater. These challenges were overcome by our geotechnical team. Construction of the new stadium is scheduled to begin in the fall of 2021.
Fort Irwin Replacement Hospital
Turner Construction
Merrell Johnson Companies worked in partnership with Turner Construction and the Army Corp of Engineers to provide all the Quality Control inspection and testing services for the $211M replacement hospital project at Fort Irwin, CA. Inspections included geotechnical oversight during foundation preparation for the structure, structural concrete, structural masonry, and structural steel inspections, as well as fireproofing application inspections needing during construction. Completing the modernized facility brought a much-needed advancement in medical treatment to the Army’s most extensive national training center in the United States.
Luckie Park Pool Renovation Project, Twentynine Palms, CA
PROJECT APPROACH
Luckie Park Pool Renovation Project, Twentynine Palms, CA Project Approach
Upon your approval, Merrell Johnson will be
ready to mobilize to provide materials testing
and special inspection as required. Multiaccredited materials technicians and inspectors will be dispatched to your project as requested
to conduct field sampling, testing and
inspection, and materials samples will be
transported to our local laboratory for testing
as needed. Test and inspection reports are
provided electronically within 24-hours and can
be distributed to multiple parties upon request.
Luckie Park Pool Renovation Project, Twentynine Palms, CA
COST PROPOSAL
Merrell Johnson Geotechnical, Inc. | 20258 Highway 18, Suite 430-483, Apple Valley, CA 92307 | (760) 256-2068 | [email protected] 20258 Hwy. 18, Ste. 430-483
Apple Valley, CA 92307-9705
Estimate
ADDRESS
City of Twentynine Palms
6136 Adobe Road
Twentynine Palms, CA 92277 US
ESTIMATE # G21.204
DATE 05/27/2022
EXPIRATION DATE 08/29/2022
PROJECT DESCRIPTION
3492.005.600 -Luckie Park Pool Testing and Inspection
DATE SERVICE QTY /
HRS RATE AMOUNT
Special Inspector / Field
Technician
Soils: Building and Pool Excavation, Wall Backfill,
Trench Backfill, Pool Base, Sub-Grade Flatwork
144 98.00 14,112.00
ASTM D698, D1557 / CT
216
Laboratory Compaction Characteristics of Soil 3 164.00 492.00 ASTM D4829 Expansion Index of Soils 1 98.00 98.00
Special Inspector / Field
Technician
Rebar Inspections: Mech Room Footings,
Mechanical Room Walls, SOG, Pool Bottom, Pool
Walls, Deck
45 98.00 4,410.00
Special Inspector / Field
Technician
Concrete, Shotcrete: Mech Room Footings, Mech
Room Walls, SOG, Pool Bottom, Pool Walls &
Stairs, Deck
85 98.00 8,330.00
ASTM C39 / CT 521 Compressive Strength of Concrete Cylinder 48 24.00 1,152.00 ASTM C42 Compressive Strength of Concrete/Shotcrete Core (Includes Saw Cut)
6 54.00 324.00
Special Inspector / Field
Technician
CMU: Rebar and Grout 44 98.00 4,312.00
ASTM C1019 Compressive Strength of Grout Prism 12 24.00 288.00 Project Manager Final Report 1 134.00 134.00
Services are provided on a time and material, on-call basis, at a 4 hour minimum to include mobilization and administration. One hour increments will be billed thereafter. Actual hours are determined by the construction schedule and job site conditions. Only services provided will be billed.
TOTAL $33,652.00
Accepted By Accepted Date
MERRELL JOHNSON COMPANIES
22221 U.S. HIGHWAY 18, APPLE VALLEY, CA 92307
760 240 8000 | WWW.MERRELLJOHNSON.COM
SCHEDULE
OF FEES
ENGINEERING, SURVEYING, TESTING, INSPECTION & MANAGEMENT | WWW.MERRELLJOHNSON.COM
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM ii
3 Staff Rates
4 Additional Services
4 Laboratory Testing
8 Terms and Conditions
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 3
PROFESSIONAL STAFF
Principal Engineer $186 /Hr.
Geotechnical Engineer $186 /Hr.
Principal Land Surveyor $186 /Hr.
Engineering Geologist $186 /Hr.
Associate Engineer $166 /Hr.
Project Manager $146 /Hr.
ADMINISTRATIVE AND TECHNICAL STAFF
Qualified SWPPP Developer (QSD) $166 /Hr.
Qualified SWPPP Practitioner (QSP) $136 /Hr.
Laboratory Manager $134 /Hr.
Quality Control Manager $124 /Hr.
Senior Designer $136 /Hr.
Designer $110 /Hr.
Project Coordinator $110 /Hr.
Administrative Assistant $96 /Hr.
Laboratory Technician $84 /Hr.
Dispatcher $64 /Hr.
FIELD STAFF STANDARD RATE
One-Man Survey Crew $190 /Hr.
Two-Man Survey Crew $246 /Hr.
Special Inspector / Materials Technician $84 /Hr.
Non-Destructive Testing Technician (NDT) By Quotation
One-Man Core Drilling $154 /Hr.
Two-Man Core Drilling $234 /Hr.
FIELD STAFF PREVAILING RATE
One-Man Survey Crew $220 /Hr.
Two-Man Survey Crew $390 /Hr.
Special Inspector / Materials Technician $104 /Hr.
Non-Destructive Testing Technician (NDT) By Quotation
One-Man Core Drilling $204 /Hr.
Two-Man Core Drilling $334 /Hr.
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 4
ADDITIONAL SERVICES
Mileage (Where Applicable) $0. /Mi.
Materials Sample Transport /Hr.
Travel (Where Applicable) See Terms
Per Diem By Quotation
Permit Application Fees By Quotation
Miscellaneous Equipment By Quotation
Geotechnical Investigation By Quotation
Geologic Hazards Report By Quotation
Phase I / II Environmental By Quotation
Percolation Test and Report By Quotation
Infiltration Test and Report By Quotation
Quality Control Plan By Quotation
On Site / Mobile Laboratory By Quotation
Certified Payroll See Terms
Sub-Contract Services Cost +20%
ASPHALT CONCRETE
ASTM D1188 / CT 308A Bulk Specific
Gravity and Density of Core (Paraffin) $74 Ea.
ASTM D1560 / CT 366 Hveem Stabilometer
Value (3 Briquettes, Premixed) $194 Ea.
ASTM D1561 / CT 308C Hveem Bulk
Specific Gravity and Density of Bituminous
Mixtures (3 Briquettes)
$194 Ea.
ASTM D2041 / CT 309 RICE Theoretical
Maximum Density of Bituminous Mixtures $124 Ea.
ASTM D2726 / CT 308C Bulk Specific
Gravity and Density of Core (Non-Coated) $54 Ea.
ASTM D5444 / CT 202 Sieve Analysis of
Extracted Aggregate (Bitumen) $64 Ea.
ASTM D6307 / CT 382 Asphalt Binder
Content (% Asphalt) $164 Ea.
ASTM D6307 / CT 382 Asphalt Binder
Content (% Asphalt) Correction Factor $324 Ea.
ASTM D6926, D2726 Marshall Preparation
and Density of Bituminous Mixture (3
Briquettes, Premixed)
$194 Ea.
ASTM D6926, D6927 Marshall Preparation,
Stability and Flow of Bituminous Mixture (3
Briquettes, Premixed)
$194 Ea.
CT 370, Moisture Content of Asphalt $44 Ea.
Asphalt Pavement Design
Recommendations By Quotation
$84
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 5
Asphalt Pavement Evaluation By Quotation
Asphalt Pavement Mix Design By Quotation
CONCRETE
ASTM C39 / CT 521 Compressive Strength
of Concrete Cylinder $24 /Ea.
ASTM C42 Compressive Strength of
Concrete Core (Includes Saw Cut) $54 /Ea.
ASTM C78, C293 / CT 523, 524 Flexural
Strength of Concrete Beam $64 Ea.
ASTM C469 Modulus of Elasticity of
Concrete in Compression $244 /Ea.
ASTM C495 Compressive Strength of
Lightweight Concrete $54 /Ea.
ASTM C496 Splitting Tensile Strength of
Concrete Cylinder $64 /Ea.
ASTM C567 Density of Structural
Lightweight Concrete $64 Ea.
ASTM F1869 Moisture Vapor Emissions
Rate of Concrete By Quotation
ASTM F2170 Relative Humidity in Concrete
(in-situ probe) By Quotation
Saw Cut Specimen (Laboratory) $24 Ea.
Core Drill Specimen (Laboratory) $24 Ea.
Concrete Mix Design By Quotation
Concrete Pavement Recommendations By Quotation
FIREPROOFING
ASTM E605 Thickness and Density of
Sprayed Fire-Resistive Material $64 Ea.
ASTM E736 Cohesion / Adhesion of
Sprayed Fire-Resistive Material By Quotation
ASTM E761 Compressive Strength of
Sprayed Fire-Resistive Material By Quotation
MASONRY
ASTM C42 Compressive Strength of
Masonry Core (Includes Saw Cut) $54 Ea.
ASTM C140 Absorption and Moisture
Content of CMU $84 Ea.
ASTM C140 Compressive Strength of CMU
(Includes Dimensions) $84 Ea.
ASTM C140 Dimensions of CMU $24 Ea.
ASTM C140 Lineal Shrinkage of CMU $204 Ea.
ASTM C140 Shear Strength of Masonry
Core $64 Ea.
ASTM C780 A6 Compressive Strength of
Mortar Cylinder $24 Ea.
ASTM C1019 Compressive Strength of
Grout Prism $24 Ea.
ASTM C1314 Compressive Strength of
Masonry Prism (≤ 8 in. x 16 in.) $144 Ea.
ASTM C1314 Compressive Strength of
Masonry Prism (> 8 in. x 16 in.) By Quotation
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 6
Saw Cut Specimen (Laboratory) $24 Ea.
Core Drill Specimen (Laboratory) $24 Ea.
SOIL AND AGGREGATE
ASTM C29 / CT212 Unit Weight of
Aggregate $74 Ea.
ASTM C40 / CT 213 Organic Impurities in
Fine Aggregates $74 Ea.
ASTM C88 / CT 214 Soundness of
Aggregates $364 Ea.
ASTM C117, D1140 / CT 202 Amount of
Material in Soils or Aggregates Finer than
No. 200 Sieve by Wash
$64 Ea.
ASTM C123 Lightweight Particles in
Aggregate (Coarse or Fine) $164 Ea.
ASTM C127/ CT 206 Specific Gravity and
Absorption of Coarse Aggregate $104 Ea.
ASTM C128 / CT 207 Specific Gravity and
Absorption of Fine Aggregate $104 Ea.
ASTM C131, C535 / CT 211 Abrasion of
Coarse Aggregate by LA Testing Machine By Quotation
ASTM C136, D422 / CT 202 Sieve Analysis
of Fine and Coarse Aggregates (without
wash)
$104 Ea.
ASTM C136, C117, D422, D1140 / CT 202
Sieve Analysis of Fine and Coarse
Aggregates (with wash)
$164 Ea.
ASTM C142 Clay Lumps and Friable
Particles in Aggregates $124 Ea.
ASTM C289 Alkali-Silica Reactivity of
Aggregates By Quotation
ASTM C566 Total Evaporable Moisture
Content of Aggregate by Drying $24 Ea.
ASTM C1252 / CT 234 Fine Aggregate
Angularity $174 Ea.
ASTM C1260 Potential Alkali Reactivity of
Aggregates (Mortar-Bar) By Quotation
ASTM D698, D1557 / CT 216 Laboratory
Compaction Characteristics of Soil $164 Ea.
ASTM D1883 California Bearing Ratio of
Laboratory Compacted Soils $544 Ea.
ASTM D1883 California Bearing Ratio of
Cement Treated Soils $644 Ea.
ASTM D2166 Unconfined Compressive
Strength of Cohesive Soil By Quotation
ASTM D2216 / CT 226 Moisture Content by
Oven Drying $24 Ea.
ASTM D2419 / CT 217 Sand Equivalent of
Soils $124 Ea.
ASTM D2435 / CT 219 Consolidation of
Soils $174 Ea.
ASTM D2844 /CT 301 Resistance R-Value
of Soils $264 Ea.
ASTM D2844 / CT 301 Resistance R-Value
of Cement Treated Soils $364 Ea.
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 7
ASTM D2937 Moisture and Density of Ring
/ Shelby Tube Sample $24 Ea.
ASTM D3080 Direct Shear of Soils (ThreePoint) Remolded $224 Ea.
ASTM D3080 Direct Shear of Soils (ThreePoint) Undisturbed $204 Ea.
ASTM D3744 / CT 229 Aggregate Durability
Index $164 Ea.
ASTM D4318 / CT 204 Liquid Limit, Plastic
Limit, and Plasticity Index (Atterberg Limits) $154 Ea.
ASTM D4791 / CT 235 Flat and Elongated
Particles $154 Ea.
ASTM D4829 Expansion Index of Soils $154 Ea.
ASTM D5084 / CT220 Hydraulic
Conductivity / Permeability of Soils By Quotation
ASTM D5821 / CT 205 Crushed / Fractured
Particles in Aggregate $134 Ea.
ASTM G51 / CT 643, CT 417, CT 422
Resistivity and pH, Sulfate Content and
Chloride Content of Soils
$144 Ea.
ASTM G187 Measurement of Soil Resistivity,
Two-Electrode $124 Ea.
ASTM G57 Measurement of Soil Resistivity
Using the Wenner Four-Electrode Method By Quotation
CT 227 Cleanness of Course Aggregate $164 Ea.
STEEL; REINFORCING
ASTM A185 Bend Test of Welded Wire
Fabric By Quotation
ASTM A185 Shear Test of Welded Wire
Fabric By Quotation
ASTM A370 Bend Test of Reinforcing Steel By Quotation
A370 Tension of Reinforcing Steel (< No. 11) By Quotation A370 Tension of Reinforcing Steel
(>. No. 14) By Quotation
STEEL; STRUCTURAL
ASTM A370 Tension of Structural Steel By Quotation
ASTM E18 Bolt Hardness By Quotation
ASTM E18 Bolt Hardness and Wedge
Tensile (<100,000 lbf) By Quotation
ASTM E18 Nut Hardness and Proof Load By Quotation
ASTM E18 Washer Hardness By Quotation
ASTM E18 Bolt Axial Tensile Test By Quotation
ASTM E18 Bolt Wedge Tensile By Quotation
ASTM E 18 Bolt Hardness and Proof Load By Quotation
Steel Fabricator Certification By Quotation
Structural Steel Coupon Machining By Quotation
Welders Qualification Test (AWS / ASME) By Quotation
AWS-CWI Shop Certification By Quotation
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 8
Terms and
Conditions
ADDITIONAL SERVICES
Provided above are typical costs and services most frequently conducted by Merrell Johnson Engineering, Inc. and Merrell Engineering Company, Inc. Costs and services not listed may be provided upon request, as well as special quotations for volume projects.
ADVANCE NOTICE AND CANCELLATION
Land Surveying and Construction Staking services require a minimum of seventy-two hours advanced notice for
scheduling personnel to report to the project site. Materials Testing and Special Inspection Services require twenty-four hours advanced notice for scheduling personnel to report to the project site. This advance notice is greatly appreciated and will provide assistance in avoiding schedule conflicts, as well as allow us to better accommodate your project. Cancellations must be made by 4:00 pm the day preceding scheduled
services, or a minimum charge may be incurred at the
applicable rate.
MINIMUM CHARGES
Unless otherwise noted, a four-hour minimum charge will be incurred for all field services. A six-hour minimum charge will be incurred for all field services in excess of four-hours. An eight-hour minimum charge will be incurred for all field services in excess of six-hours. Field services in excess of eighthours will continue to accrue in one-hour intervals at the applicable rate.
OVER TIME
Services conducted more than eight-hours per day Monday – Friday, conducted outside of normal business hours of 7:00 am - 4:00 pm, or conducted during the first twelve-hours on Saturday will incur a charge at time and one-half the applicable rate.
DOUBLE TIME
Services conducted in excess of twelve-hours per day Monday – Saturday or conducted on Sunday will incur charges at double the applicable rate. Services conducted on the
following holidays will incur a charge at double the applicable rate. New Year’s Day, Martin Luther King Day, Presidents Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day and the day after, Christmas Day.
2022 SCHEDULE OF FEES | WWW.MERRELLJOHNSON.COM 9
TRAVEL TIME
For materials testing and special inspection services travel time fees (if applicable) will be provided by quotation. For surveying services, travel time is invoiced at the applicable field rate up to 8 hours per day, and at one-half the applicable rate for time in excess of 8 hours per day, on-site.
PER DIEM
On remote projects, subsistence, when not furnished by the client, may be charged by quotation.
RUSH REPORTING
Unit rates provided do not include rush or urgent testing / inspection or reporting. Standard reporting time may vary depending on project conditions and workload. Rush or urgent testing / inspection or reporting may be provided at additional cost by quotation. The client is advised to express desired scheduling and reporting timelines so that preparation and applicable expenses may be accounted for prior to the
commencement of work.
SAMPLE DISPOSAL
Materials samples may be disposed of at the discretion of Merrell Johnson 30 days after submission of test reports unless a prior request is made.
INVOICING
Invoices will be issued on a periodic basis. The net cash amount is payable on receipt of the invoice. The unpaid balance will be subject to a maximum finance charge of 7% per anum if not paid within 30 days of the invoice date. Unless noted
otherwise, fees include standard invoicing with time detail.
Invoicing backup (timesheets, daily field reports or test reports) may be included at an additional cost upon request.
CERTIFIED PAYROLL
Certified payroll for prevailing wage projects will be provided only if requested at the start of the project. An additional hour of administrative time will be charged for each pay period.
10 MERRELL JOHNSON COMPANIES
22221 U.S. HIGHWAY 18, APPLE VALLEY, CA 92307
760 240 8000 | WWW.MERRELLJOHNSON.COM
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Adoption of Measure I Five-Year Plan for Fiscal Years 2022/2023 through 2026/2027.
RECOMMENDATION:
The City Council adopt Resolution No. 22-___ approving the Measure I Five-Year Plan.
ORDER OF PROCEDURE:
Request Staff Report (City Manager Presenting)
Council Questions of Staff
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
ATTACHMENTS:
• City of Twentynine Palms -
2023-2027 Capital Improvement
Plan
• Resolution 5-Year CIP
• Expenditure Strategy FY
2022.23
• SBCTA Request Letter
BACKGROUND:
Pursuant to the requirements of Measure I, which was renewed by the voters, each local jurisdiction receiving funds must annually adopt a Five-Year Capital Improvement Plan, which outlines the specific projects upon which those funds shall be expended. A resolution adopting the Measure I Expenditure Plan for FY 2022/23 through 2026/2027 for the City of Twentynine Palms is attached.
Measure I is a result of an initiative passed by voters of San Bernardino County, authorizing a 1/2 cent sales tax to be used for transportation purposes. Local street projects receive 70% of the proceeds. The City expects to receive $672,105 in general distribution for the current fiscal year. In addition, the City is estimating to have $1,357,513 in funds available from prior years' Measure I distributions. The City has budgeted to spend $1,211,681 in the current year.
The projects are primarily prioritized by the City of Twentynine Palms pavement management system. Pavement management incorporates life cycle costs into a more systematic approach to minor and major road maintenance and reconstruction projects. The needs of the entire network as well as budget projections are considered before projects are executed. Pavement management encompasses the main aspects and tasks needed to maintain a Page 175 of 338 quality pavement inventory, and ensure that the overall condition of the road network can be sustained at desired levels.
ENVIRONMENTAL:
Categorically Exempt.
ALTERNATIVES:
The City could choose to change the priorities.
FISCAL IMPACT:
All funding for the projects listed in the Five-year plan will be from available Measure I (current allocation and carryover), General Capital Reserves, Federal and State grants, and/or LTF (Article 8) carryover, which have been incorporated in the Special Funds Revised Budget.
Resolution Number:
Resolution Approval Date:
Contact Person/Title:
Phone:
Email:
6/30/22 Carryover Balance $1,357,513.00
FY2022/23 Est. Revenue FY2023/24 Est. Revenue FY2024/25 Est. Revenue FY2025/26 Est. Revenue FY2026/27 Est. Revenue Total Est. Rev. $672,105 $671,179 $670,251 $676,015 $681,825 $3,371,374 Projects:
HSIP Safety Improvement (e.g., Flashing Beacon Installation) for Six High Crash UnsignalizedIntersections:• Two Mile Rd & Lear Ave,• Two Mile Road & Mesquite Springs Road,• Adobe Road & Sullivan Road,• Adobe Road & Smith Ranch Road,• Utah Trail & Amboy Road, and• Utah Trail & Baseline Road.
No No 0.0% 0.0% $521,001 $63,990 $0 $0 $0 $0 $63,990
Pavement Improvements/Pavement Preservation No No 0.0% 0.0% $1,113,593 $300,000 $0 $0 $0 $0 $300,000Split Rock Bridge Construction No No 0.0% 0.0% $2,977,781 $478,941 $0 $0 $0 $0 $478,941Neighborhood Safety Project: Traffic safety improvements within three City residential neighborhoods: South of Two Mile Rd, North of Baseline Rd, East of Encelia Ave, and west of Elm Ave (See Attachment 1).
No No 0.0% 0.0% $1,196,000 $156,000 $0 $0 $0 $0 $156,000 Raised Concrete Median on SR 62 from Encelia Avenueto 850 feet east of Encelia Avenue (See Attachment 2). No No 0.0% 0.0% $682,195 $86,250 $0 $0 $0 $0 $86,250Channel at El Rey: Pavement Replacement No No 0.0% 0.0% $116,500 $116,500 $0 $0 $0 $0 $116,500Administrative Costs No No 0.0% 0.0% $10,000 $10,000 $0 $0 $0 $0 $10,000
0.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $00.0% 0.0% $0 $0 $0 $0 $0 $0 $0 $1,211,681 $0 $0 $0 $0 $1,211,681
Total Programming is currently 26% Total Estimated Programming: $1,211,681 Is Project in
City's
Non-motorized
Transportation
Plan?
(Yes/No)
Does Project
have an ATP Component?
(Yes/No)
Is the Project on the City's
Nexus Study List?
(Public/DIF Share %)
Estimated Total
Project Cost
[email protected]
Projects Total:
Twentynine Palms
Current
Estimate
Current
Estimate Total Current Estimate Current Estimate Current Estimate (Must not exceed 150% of Carryover Balance
+ Total Estimated Revenue)
22-XX Jurisdiction:
7/20/2022
Frank Luckino, City Manager
(760) 367-6799
Measure I Local Pass-through Program
FIVE YEAR CAPITAL IMPROVEMENT PLAN
Fiscal Years 2022/2023 thru 2026/2027
CITY OF TWENTYNINE PALMS
CITY COUNCIL
RESOLUTION NO. 22-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TWENTYNINE
PALMS, CALIFORNIA, ADOPTING THE MEASURE I FIVE-YEAR CAPITAL IMPROVEMENT PLAN FOR FY 2022/2023 THROUGH FY 2026/2027
WHEREAS, San Bernardino County voters approved passage of Measure I in November 2004, authorizing the San Bernardino County Transportation Authority to impose a one-half of one percent retail transactions and use tax applicable in the incorporated and unincorporated territory of the County of San Bernardino; and WHEREAS, revenue from the tax can only be used for transportation improvement and traffic management programs authorized in the Expenditure Plans set forth in Ordinance No. 04- 01 of the Authority; and
WHEREAS, the Strategic Plan requires each local jurisdiction applying for revenue from the Local Street Program to annually adopt and update a Five-Year Capital Improvement Plan; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Twentynine Palms, State of California, that the Measure I Five-Year Capital Improvement Plan, attached to this resolution as Exhibit A, is hereby adopted.
PASSED, APPROVED, AND ADOPTED on the 20th day of July, 2022. ____________________________
Karmolette O’Gilvie, Mayor
ATTEST:
________________________________
Cindy Villescas, City Clerk
I hereby certify that the foregoing Resolution No. 22-___ was duly adopted by the City Council of the City of Twentynine Palms at a regular meeting thereof, held on the 20th day of July 2022, by the following vote of the Council:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAIN: Councilmembers:
________________________________
Cindy Villescas, City Clerk
CITY OF TWENTYNINE PALMS
MEASURE I CAPITAL IMPROVEMENT PLAN
EXPENDITURE STRATEGY
Fiscal Year 2022/2023 to 2026/2027
Each jurisdiction shall adopt a Measure I Capital Improvement Plan Expenditure Strategy as part of the annual Capital Improvement Plan adoption. The Expenditure Strategy is not intended to be a narrative description of the projects listed in the Capital Improvement Plan. Instead, the Expenditure Strategy should provide the policy approach adopted by the Council for the expenditure of Measure I funds. The jurisdictional Expenditure Strategy provides an opportunity to document circumstances or analyses which are not otherwise apparent when reviewing the Measure I Capital Improvement Plan.
You must include the strategy as part of the annual Capital Improvement Plan adopted by your governing body.
Guidance
1. The strategy should be no longer than one or two paragraphs.
2. Examples:
The City/Town intends to accumulate Measure I revenue for a specific large project (i.e., “pay-as-you-go”).
The City/Town intends to expend Measure I revenue for specific types of eligible projects and/or policy prioritization of specific programs; i.e., o Allocation of expenditures on a split of 60% for improvements to existing facilities and 40% for new project development.
o Dedication of revenues to maintenance of existing city/town center streets, which may be a strategy for built-out cities.
Pay as you go
DATE: April 25, 2022
TO: City & Town Managers/County Executive Officer
FROM: Andrea Zureick, Director of Fund Administration
SUBJECT: Measure I Capital Improvement Plan Submittal
All jurisdictions receiving Measure I revenue from the Local Street Program must annually submit a Five-Year Capital Improvement Plan (CIP) that outlines the specific projects upon which Measure I Local Street Program (pass-through) funds will be expended. The CIP for Fiscal Years 2022/2023-2026/2027, an adopting Resolution, and an Expenditure Strategy are due to SBCTA by September 1, 2022.
Please note the revised format: The CIP must be prepared using the Excel CIP workbook that attached to this email with the file name: 2023-2027 CIP_Report_Template Attach B. The database is no longer being used to enter or submit CIPs. No other formats should be used.
Also note the updated Policies: The SBCTA Board approved policy revisions on April 6, 2022, that a) removed the distinction between Named Projects and Categorical Projects, which removes the 50% cap on categorical expenditures, b) removed the requirement to sumbit a Revised CIP if you spent more than estimated, and c) revised the due date if a Revised CIP is necessary to September 1 to coincide with the due date for the annual CIP submittal. All Projects with Expenditures in a Fiscal Year must be listed in the current Five-Year CIP to avoid an audit finding.
If the Five-Year CIP is not submitted by the due date, Measure I pass-through funds will be withheld until the approved CIP has been received.
If you have any questions, please contact Michele Fogerson at [email protected]. When the CIP has been completed, please send an electronic copy and an original signed copy of the resolution to her attention.
cc: TTAC Representative
Attachment A: Instructions Powerpoint for FY2022/2023
Attachment B: CIP Excel Input file: 2023-2027 CIP_Report_Template Attachment C: Policy Summary
Attachment D: Five-Year Revenue Estimates
Attachment E: Sample CIP Report (using excel file)
Attachment F: Sample Resolution
Attachment G: Sample Expenditure Strategy
Attachment H: Revised Local Street Program Policies 40003, 40012 and 40016
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Resolution Amending Fiscal Year 2021/2022 Measure I Five-Year Capital Improvement Plan.
RECOMMENDATION:
The City Council adopt Resolution No. 22-___ amending the Measure I Five-Year Capital Improvement Plan for Fiscal Year 2021/2022.
ORDER OF PROCEDURE:
Request Staff Report (City Manager Presenting)
Council Questions of Staff
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
ATTACHMENTS:
• Resolution - Revised 5-Year
Measure I CIP
• Revised 5-Year Measure I CIP
for 21.22
BACKGROUND:
Measure I is a result of an initiative passed by voters of San Bernardino County, authorizing a 1/2 cent sales tax to be used for transportation purposes. Local street projects receive 70% of the proceeds. Measure I funding, including the annual distribution, is administered by the San Bernardino County Transportation Authority (SBCTA). A requirement of receiving the funding is the submittal to SBCTA of a Five-Year Capital Improvement Plan (CIP), for Measure I expenditures, approved by the City Council prior to each September 1. The CIP includes any projects, either fully or partially funded by Measure I, that are proposed over the next five fiscal years. The submitted CIP is a proposed plan that may be amended by the City Council at any time based upon project priorities and schedules.
On August 24, 2021, City Council adopted a resolution (Resolution No. 21-12) adopting the Measure I Five-Year CIP for FY 2021-22 through FY 2025-26. The attached revised Measure I Five-Year Capital Improvement Plan includes the following adjustments:
1. Added $110,000 for the overlay of Raymond Way from Mesquite Springs Road to Yucca Ave (see first section of the CIP).
2. Updated one of the projects listed under the Categorical Projects from Chip Seal Work to Pavement Improvements/Pavement Preservation to include the overlay of Valle Vista Road from Condor Road to Utah Trail. During the year, City Staff deemed appropriate to overlay this road instead of applying Cheal Seal.
The projects mentioned above were determined by staff to be a high priority due to safety concerns. These sections of roadway have warranted an increase in repair procedures over the preceding year due to Page 183 of 338 accelerated deterioration of the road surface. Staff had received many complaints in reference to these two sections which led Staff to prioritize these projects. These two sections also meet the criteria to be designated as major arterial and connecting roads within the city infrastructure. These projects will help insure safe travel to and from the Marine Corps Air Ground Combat Center. Both of the aforementioned projects included portions of Measure I funds in their overall expenditures and the CIP needs to be updated accordingly.
Upon approval of these amendments, staff will submit the revised plan to SBCTA prior to the September 1 deadline.
ENVIRONMENTAL:
None requiring review under the California Environmental Quality Act (CEQA).
ALTERNATIVES:
The City Council could choose not to approve the amendments of the Five-Year Plan for Fiscal Year 2021/2022.
FISCAL IMPACT:
There is a no fiscal impact associated with the amendment of the previously adopted Measure I Five-Year Capital Improvement Plan, although failure to comply with submittal and amendment requirements could jeopardize future Measure I funds.
CITY OF TWENTYNINE PALMS
CITY COUNCIL
RESOLUTION NO. 22-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TWENTYNINE
PALMS, CALIFORNIA, AMENDING THE MEASURE I FIVE-YEAR CAPITAL IMPROVEMENT PLAN FOR FY 2021/2022 THROUGH FY 2025/2026
WHEREAS, San Bernardino County voters approved passage of Measure I in November 2004, authorizing the San Bernardino County Transportation Authority to impose a one-half of one percent retail transactions and use tax applicable in the incorporated and unincorporated territory of the County of San Bernardino; and WHEREAS, revenue from the tax can only be used for transportation improvement and traffic management programs authorized in the Expenditure Plans set forth in Ordinance No. 04- 01 of the Authority; and
WHEREAS, the Strategic Plan requires each local jurisdiction applying for revenue from the Local Street Program to annually adopt and update a Five-Year Capital Improvement Plan; and
WHEREAS, on August 24, 2021, the City Council approved the Five-Year Capital Improvement Plan for FY 2021-22 through FY 2025-26; and WHEREAS, during FY 2021-22 project priorities developed the need for the following amendments: 1) Added the overlay of Raymond Way from Mesquite Springs to Yucca Avenue and 2) Updated one of the projects listed under the Categorical Projects from Chip Seal Work to Pavement Improvements/Preservation to include the overlay of Valle Vista Road from Condor Road to Utah Trail; and
WHEREAS, these projects expenditures are eligible under the guidelines for Measure I funds and were funded either in portion or entirely by Measure I; and WHEREAS, the updated expenditures require that the City submit a revised Measure I Five-Year Capital Improvement Plan to SBCTA prior to September 1, 2022 to remain in compliance and continue receiving Measure I proceeds; and NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Twentynine Palms, California, that the Measure I Five-Year Capital Improvement Plan, attached to this resolution as Exhibit A, is hereby adopted as amended and shall be submitted to SBCTA accordingly.
PASSED, APPROVED, AND ADOPTED on the 20th day of July, 2022. ____________________________
Karmolette O’Gilvie, Mayor
ATTEST:
________________________________
Cindy Villescas, City Clerk
I hereby certify that the foregoing Resolution No. 22-___ was duly adopted by the City Council of the City of Twentynine Palms at a regular meeting thereof, held on the 20th day of July 2022, by the following vote of the Council:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAIN: Councilmembers:
________________________________
Cindy Villescas, City Clerk
Resolution Number:
Resolution Approval Date:
Contact Person/Title:
Phone:
Email:
6/30/21 Carryover Balance $1,104,437.00
Total Est. Rev.
$2,941,566.00
Named Projects:
Channel at El Rey (Cost Sharing, Engineering and Admin: Pavement Replacement No No 0% 100% $116,500.00 0.00 0.00 116,500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $116,500.00HSIP Safety Improvement (e.g., Flashing Beacon Installation) for Six High Crash UnsignalizedIntersections:• Two Mile Rd & Lear Ave,• Two Mile Road & Mesquite Springs Road,• Adobe Road & Sullivan Road,• Adobe Road & Smith Ranch Road,• Utah Trail & Amboy Road, and• Utah Trail & Baseline Road.
No No 0% 100% $521,001.00 63,990.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $63,990.00 Neighborhood Safety Project: Traffic safety improvements within three City residential neighborhoods: South of Two Mile Rd, North of Baseline Rd, East of Encelia Ave, and west of Elm Ave.
No No 0% 100% $1,418,500.00 178,500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $178,500.00 Project Phoenix Roadway and Sidewalk Improvements: Project Phoenix encompasses about 10.4 acres in Downtown Twentynine Palms in an area bounded by Rt. 62 (Twentynine Palms Highway) to the north, Cactus Drive to the south, Tamarisk Avenue to the west, and Cholla Avenue to the east.
No No 0% 100% $1,398,890.00 0.00 472,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $472,000.00 Raised Concrete Median: Located on SR 62 within the City of Twentynine Palms. The limits start at Encelia Avenue and end approximately 850 feet east of Encelia Avenue.
No No 0% 100% $682,195.00 86,250.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $86,250.00 Split Rock Bridge Construction No No 0% 100% $2,977,781.00 395,729.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $395,729.00Pavement Improvements/Pavement Preservation - Raymond Way From Mesquite Springs Road to Yucca Avenue No No 0% 100% $110,000.00 110,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $110,000.00 0% 100% $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.000% 100% $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.000% 100% $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.000% 100% $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.000% 100% $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 $834,469.00 $472,000.00 $116,500.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1,422,969.00 Categorical Projects:
Administrative Costs No No $10,000.00 10,000.00 0.00 0.00 0.00 0.00 $10,000.00Pavement Improvements/Pavement Preservation No No $100,000.00 95,000.00 0.00 0.00 0.00 0.00 $95,000.00Pavement Management Program No No $40,000.00 40,000.00 0.00 0.00 0.00 0.00 $40,000.00 $0.00 0.00 0.00 0.00 0.00 $0.00
$0.00 0.00 0.00 0.00 0.00 $0.00$0.00 0.00 0.00 0.00 0.00 $0.00 145,000.00 0.00 0.00 0.00 0.00 $145,000.00
26.1% 0.0% 0.0% 0.0% 0.0%
$950,969.00$617,000.00
Total Programming is currently 39% (Must not exceed 150% of Carryover Balance + Total Estimated Revenue) $1,567,969.00 FY2021/22 Est. Revenue FY2022/23 Est. Revenue FY2023/24 Est. Revenue FY2024/25 Est. Revenue FY2025/26 Est. Revenue $555,959.00 $575,185.00 $589,107.00 $603,361.00 $617,954.00 Is Project in
City's
Non-motorized
Transportation
Plan?
(Yes/No)
Does Project
have an ATP
Component?
(Yes/No)
Is the Project on the City's
Nexus Study List?
(Public/DIF Share %)
Estimated Total
Project Cost Carryover
Funds
Current
Estimate
Carryover
Funds
Current
Estimate
Carryover
Funds
20.25%
Total Current Estimate Current Estimate Carryover Funds Current Estimate Carryover Funds Named Projects Total:
Total Estimated Programming:
Total Programming:
Total Carryover Programming:
Total Carryover + Estimate: $1,306,469.00 $116,500.00 $0.00 $0.00 $0.00 (%) Named Projects to FY Est. Revenue: 234.99%
Categorical Projects Total:
(%) Categorical Projects to FY Est. Revenue:
Twentynine Palms
21-12August 24, 2021Frank Luckino, City Mgr760-367-6799 Measure I Local Pass-through Program
FIVE YEAR CAPITAL IMPROVEMENT PLAN
Fiscal Years 2021/2022 thru 2025/2026
[email protected]
0.00% 0.00% 0.00%
Ontario Page 1 of 1 Generated on:
STAFF REPORT
TO: City Council
FROM: City Engineer
FOR MEETING: Jul 20 2022
SUBJECT: Twentynine Palms Lighting and Landscaping Assessment District #1, Public Hearing, Confirming Assessment and Levying Assessment for FY 2022-2023.
RECOMMENDATION:
The City Council:
1) Conduct the Public Hearing.
2) Adopt Resolution No. 22-__; a Resolution of the City Council of the City of Twentynine Palms confirming the diagram and assessment and levying assessment pursuant to the Lighting and Landscaping Act of 1972 for Fiscal Year 2022-2023.
ORDER OF PROCEDURE:
Request Staff Report (City Manager Presenting)
Council Questions of Staff
Open Public Hearing
Request Public Comment
Close Public Hearing
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
ATTACHMENTS:
• Engineer's Report 2nd
meeting
• Resolution Confirming the
Diagram and Assessment
BACKGROUND:
On June 14, 2022, the City Council approved Resolution No. 22-__, directing the filing of the Annual Report for the Twentynine Palms' Landscaping and Lighting District, approved the Engineer’s Report and approved Resolution No. 22-__ to declare the City’s intention to order improvements and to levy and collect assessments for the Fiscal Year 2021-2022. The resolution also gave notice of the time and place for the Public Hearing to discuss the proposed assessment.
As indicated within the engineer’s report, the proposed net amounts to be assessed for each location within the assessment district are as follows:
Proposed
Last year’s assessment
Location No. Tract No. No. of lots assessment (FY21/22) • L-1 Tract 16729 132 $97.67/lot $97.67/lot
• L-2 Portion of Tract 2530 10 $Varies/lot $Varies/lot
The Landscaping and Lighting Act of 1972 permits the installation, maintenance, and servicing of landscaping and lighting through annual special assessments on real property benefiting from the improvement. The purpose of the assessment district is to provide a funding mechanism for the ongoing maintenance of the improvements in the public right-of-way, including parkway landscaping, retention basin landscaping, irrigation systems, street furniture, public art, and perimeter block walls, street lighting, and other related improvements. The annual assessments for each annexed territory of the Assessment District are listed in Part B of the Engineer’s Report. Excluding the inflation escalation factor for L-2 of 12%, there is no increase in the assessments for this fiscal year. The recommended procedures comply with all requirements of Proposition 218.
ENVIRONMENTAL:
Not Applicable
ALTERNATIVES:
The City Council could choose to amend the report.
FISCAL IMPACT:
There is no financial impact to the City.
ENGINEER'S REPORT
CITY OF TWENTYNINE PALMS
ASSESSMENT DISTRICT NO. 1
The undersigned respectfully submits the enclosed report as directed by City Council.
Richard Pedersen, P.E.
Engineer of Work
By____________________________
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the _____ day of __________________, 2021
Cindy Villescas,
City Clerk, City of Twentynine Palms,
San Bernardino County,
State of California
By____________________________
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Twentynine Palms, California, on the _____ day of __________________, 2021 Cindy Villescas,
City Clerk, City of Twentynine Palms,
San Bernardino County,
State of California
By____________________________
ENGINEER'S REPORT
CITY OF TWENTYNINE PALMS
ASSESSMENT DISTRICT NO. 1
TABLE OF CONTENTS
PART A - General Description of Improvement. Plans and specification for the improvements are filed with the City Clerk. Although separately bound, the plans and specifications are a part of this report and are included in it by reference.
PART B- An estimate of the cost of the improvements.
PART C- A diagram showing all of the parcels of real property within this assessment district.
PART D- Assessment Roll. An assessment of the estimated cost of the improvements on each benefited parcel of land within the assessment district.
PART A
PLANS AND SPECIFICATIONS
· L-1
TRACT NUMBER: 16729
LOCATION: North of El Paseo Road, West of Encelia avenue DESCRIPTION: Plans and specifications for the improvements are those prepared by Pope and Associates, Landscape Architects, dated August 5, 2004. These plans and specifications have been filed separately with the Clerk of the City of Twentynine Palms and are incorporated in this report by reference. In summary, the improvements consist of landscaping generally of native shrubs, vines, low perennials other decorative bushes, decorative rock, and a perimeter wall. Improvements include streetlights.
Perimeter parkway landscaping is bounded by the face of curb and the face of the perimeter wall along the along the perimeter of Tract 16729. In addition, to the parkway landscaping, a landscaped retention basin located at the corner of El Paseo Road and Encelia Avenue is included within the landscape maintenance district.
· L-2
TRACT NUMBER: Portion of Tract 2530
LOCATION: Historic Plaza
DESCRIPTION: Plans and specifications for the improvements, including landscaping, irrigations systems, public art, sidewalks and street furniture to be maintained within the Plaza area, including the pocket park, which serve and benefit the properties within the boundaries of the Historic Plaza Maintenance Assessment District, L-2, are on file in the City Engineer’s Office. Said plans and specifications were prepared as separate instruments for the construction and installation of said item and are hereby incorporated by reference.
PART B
• L-1 Tract 16729
ITEM DESCRIPTION UNIT COST
ANNUAL
COST
1. Maintenance $10,659
2. Water consumption $1,867
3. Electrical Service $366
4. Landscaping upgrades $0
TOTAL $12,892
Total cost for FY
2020/2021 $12,892
Total Revenues for FY2020/2021 $14,395
Surplus or deficit $1,503
Last Year's Reserve Fund Balance $100,392
Surplus / Deficit $1,503
Total Reserve Fund $101,895
Estimate for FY
2021/2022 $12,892
Number of lots: 132
Proposed Cost per lot per year (FY2021/2022) $97.67
Last year's assessment per lot per year $100.00
• L-2 Tract 2530 (portion), Historic Plaza
ITEM DESCRIPTION UNIT COST
ANNUAL
COST
1. Maintenance $6,000
2. Water consumption $913
3. Electrical Service $0
TOTAL $6,913
Total cost for FY
2020/2021 $6,913
Total Revenues for FY2020/2021 $15,879
Surplus or deficit $8,966
Last Year's Reserve Fund Balance $(6,565)
Surplus / deficit $8,966
Total Reserve Fund $2,401
Estimate for FY
2021/2022 $ 8,070
Number of lots: 10
Proposed Cost per lot per year (FY2021/2022) Varies
Last year's assessment per lot per year Varies
PART C
L-1, DESERT VISTA
L-2, THE HISTORIC PLAZA
PART D
ASSESSMENT ROLL
Reference
Number Tract No. Assessor’s Parcel Numbers Assessment /lot /year L-1 Tract 16729-1 0715-271- (1-68) and
Tract 16729 0715-281- (1-64) $97.67
TOTAL $12,892.00
L-2 Tract 2530 621-132-01 $1,366.71
621-132-02 $515.63
621-132-03 $966.83
621-132-04 $515.63
621-132-05 $322.02
621-133-01 $644.54
621-133-02 $1,160.18
621-133-03 $644.54
621-133-04 $773.45
621-133-05 $1,160.70
TOTAL $8,069.70
RESOLUTION NO. 22-___
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TWENTYNINE PALMS CONFIRMING THE DIAGRAM AND
ASSESSMENT AND LEVYING ASSESSMENT FOR FISCAL
YEAR 2022-2023
ASSESSMENT DISTRICT NO. 1
(Pursuant to the Landscaping and Lighting Act of 1972)
The City Council of the City of Twentynine Palms hereby resolves as follows:
Section 1: Pursuant to Chapter 3 of the Landscaping and Lighting Act of 1972, the City Council directed the City Engineer, Engineer of Work for Assessment District No. 1, to prepare and file an annual report for fiscal year 2022-2023.
Section 2: The Engineer of Work filed his annual report with the City Clerk, and the City Council adopted its resolution of intention to levy and collect assessments within the assessment district for fiscal year 2022-2023 and set a public hearing to be held on July 20, 2021 at the Council Chamber of the City Council located at 6136 Adobe Road, City of Twentynine Palms, California. Notice of the hearing was given in the time and manner required by law.
Section 3: At the public hearing, the City Council afforded to every interested person an opportunity to make a protest to the annual report either in writing or orally, and the City Council has considered each protest.
Section 4: The City Council hereby confirms the diagram and assessment as set forth in the annual report of the Engineer of Work and hereby levies the assessment set forth therein for fiscal year 2020-2023.
PASSED, APPROVED AND ADOPTED THIS 20th DAY OF JULY, 2021. _________________________________
MAYOR
ATTEST:
____________________________
CITY CLERK (SEAL)
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Resolution Authorizing the Placement of Sewer Fees and Delinquent Sewer Charges on the FY 2022-23 Tax Roll.
RECOMMENDATION:
The City Council:
1. Receive and approve the City Manager's Written Report as filed or as amended;
2. Adopt Resolution No.22-___, a Resolution of the City Council of the City of Twentynine Palms Authorizing the Placement of Sewer Fees and Delinquent Sewer Charges on the Fiscal Year 2022-23 Tax Roll.
ORDER OF PROCEDURE:
Request Staff Report (City Manager Presenting)
Council Questions of Staff
Open the Public Hearing
Request Public Comment
Close the Public Hearing
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
ATTACHMENTS:
• Resolution Authorizing the
Placement of Sewer Fees on
the FY 2022-23 Tax Roll
• City Manager's Written Report
• NOTICE OF SEWER FEES -
Template
• NOTICE OF DELINQUENT
SEWER CHARGES - Template
• Public Notice
BACKGROUND:
Beginning March 2021, the City of Twentynine Palms (City) began providing sewer service to customers in a new relatively small downtown project (Phoenix Project) in Fiscal Year (FY) 2020-21. This project is unique in that it has a limited number of customers and has a centralized septic tank serving the private businesses, multipurpose facility, and Joshua Tree National Park Visitor/Cultural Center. The City's adopted sewer rate identified in Page 199 of 338 this report is intended to fund operations and maintenance (O&M) costs and capital maintenance costs for this specific system. The amount of the charge is based on the amount discharged on an Equivalent Dwelling Unit or EDU. Based on the Sewer Rate Study conducted by Willdan, City's Sewer Rate independent consultant, an EDU represents the average daily discharge for a single-family residential home estimated at 175 gallons per day. The rate structure was designed so that each system user will be charged an amount that is proportional to the cost of serving that user based on their respective flows and which does not exceed the cost of serving that customer.
The City had an outreach meeting on February 20th, 2020 to discuss the rates and methodology. Staff felt after the meeting that most of the businesses and/or owners were comfortable with the rates as proposed comparing to the Hi-Desert Water District (HDWD) rates. In contrast to HDWD, the City of Twentynine Palms will NOT charge businesses for connection fees or private property connection costs. To ensure the rates were comparable to HDWD rates, the City of Twentynine Palms General Fund will have to subsidize the sewer enterprise fund up to $67,500 annually. The City Council approved the Sewer Rate on February 23, 2021, and the fee was added to the City's Master Fee Schedule adopted by City Council on June 14, 2022 through Resolution No. 22-14.
The table below shows the Sewer System Customer Classification and the rate to be placed on the tax roll:
Customer Flows (GDP) EDUs Rate per EDU Charge (1)
Restaurant/Store 832 4.75 $35.09 $166.68
Hair/Nail Salon 156 0.89 $35.09 $31.23
Restaurant 664 3.79 $35.09 $132.99
Pizza Restaurant 318 1.82 $35.09 $63.86
Real Estate Office 27 0.15 $35.09 $5.26
Nail Salon/Tattoo 379 2.17 $35.09 $76.15
Stores 43 0.25 $35.09 $8.77
Restaurant 705 4.03 $35.09 $141.41
Furniture Store 157 0.90 $35.09 $31.58
Restaurant 937 5.35 $35.09 $187.73
Store 12 0.07 $35.09 $2.46
Bar 883 5.05 $35.09 $177.20
(1) Per month
Pursuant to Section 5473 of the California Health and Safety Code, an entity may, "by Ordinance or Resolution approve by a two-thirds vote of the members of the legislative body thereof, elect to have such charges collected on the tax roll in the same manner, by the same persons, and at the same time as, together with and not separately from, its general taxes. In such event, it shall cause a written report to be prepared each year and filed with the clerk, which shall contain a description of each parcel of real property receiving such services and facilities and the amount of the charge for each parcel for the year, computed in conformity with the charges prescribed by the Ordinance or Resolution." The written report has been filed by the City Manager and is made part of this agenda item for Council's review and approval (see attached City Manager's Written Report). This is a typical process for collection of sewer fees, especially without a water service to disconnect.
Any Ordinance or Resolution adopted pursuant to Section 5473 of the California Health and Safety Code authorizing the collection of charges on the tax roll shall remain in effect for the time specified in the Ordinance or Resolution or, if no time is specified in the Ordinance or Resolution, until repealed or until a change is made in the rates charged by the entity.
Pursuant to Section 5473.1 of the California Health and Safety Code, for charges collected on the tax roll for the first time, a notice must be mailed to each person to whom any parcel or parcels of real property are assessed. If the City Council approves the City Manager's written report, then this requirement shall not apply to hearings on reports prepared in subsequent fiscal years but notice by publication shall be adequate.
A notice was mailed out on June 22, 2022 to the property/business owners receiving the City sewer service (see attached Notice) notifying them about this Public Hearing. The purpose of this Public Hearing is to receive comments regarding the City's intent to place the sewer fees on the tax roll for collection, not to establish rates. As described above, the rate was previously established by separate actions.
Government agencies also have the ability to place delinquent accounts on the County tax rolls. To date, there are six parcels with outstanding balances totaling $647.56, which are listed on the attached Written Report. A letter was sent to each property and business owner on June 28, 2022 notifying them of this Public Hearing and pending action. For the past few months, City Staff has contacted the business owners on multiple occasions notifying them of the outstanding charges, however, no payment has been received from them. Placing the outstanding balances on the tax roll will improve chances of collection.
Staff is recommending the approval of the attached Written Report and the Resolution authorizing the placement of sewer fees and unpaid and delinquent sewer charges on the Fiscal Year 2022-23 tax roll.
All assessments must be submitted to the San Bernardino County Auditor-Controller/Treasurer/Tax Collector by August 10, 2022.
ENVIRONMENTAL:
Not applicable
ALTERNATIVES:
The City Council could choose not to authorize placing the sewer fees and unpaid and delinquent sewer charges on the tax roll.
FISCAL IMPACT:
Adopting the attached Resolution authorizes the rates and unpaid and delinquent charges to be placed on the tax roll for collection purposes. Established rates and anticipated revenues have been incorporated into the Sewer Fund Budget for FY 2022-23.
CITY OF TWENTYNINE PALMS
CITY COUNCIL
RESOLUTION NO. 22-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TWENTYNINE
PALMS, CALIFORNIA, AUTHORIZING THE PLACEMENT OF SEWER FEES ON THE TAX ROLL FOR FISCAL YEAR 2022-23 AND APPROVING THE
WRITTEN REPORT OF ASSESSED FEES BY LAND USE AND UNPAID AND
DELINQUENT SEWER CHARGES FOR THE PURPOSE OF COLLECTING
SAID CHARGES ON THE TAX ROLL
WHEREAS, pursuant to Sections 5471 of the California Health and Safety Code, the City Council of the City of Twentynine Palms adopted Resolution No. 22-14 approving reasonable rates and fees for sewer collection services (“Sewer Fees”), which were established and approved by City Council on February 23, 2021; and
WHEREAS, pursuant to Section 5473 of the California Health and Safety Code, the City Council has elected to have the Sewer Fees for FY 2022-23 forwarded to the San Bernardino County Auditor/Controller to be collected on the tax roll in the same manner, by the same persons and at the same time, together with and not separate from, the general taxes, and has caused a written report of Assessed Fees by Land Use (“Written Report”), to be prepared and filed with the City Clerk; and
WHEREAS, pursuant this resolution, the City Council directs the City Manager, or his designee, to prepare and file with the City Clerk a written report of Assessed Fees by Land Use and Delinquent and Unpaid charges, a copy of which is attached hereto and by this reference incorporated herein, containing the number of Equivalent Dwelling Units (“EDU”) and real property parcels by land use subject to the said fees and the amount to be imposed thereon for FY 2022-23; and
WHEREAS, the City Clerk caused a notice of the filing of this Written Report and of the time and place of the hearing thereon to be published all in accordance with California Health and Safety Code section 5473.1; and against the parcel or parcels of land described in the Written Report in accordance with California Health and Safety Code sections 5473 et seq.; and WHEREAS, the City of Twentynine Palms has also elected to have any delinquent sewer charges and penalties forwarded to the San Bernardino County Auditor/Controller to be collected on the tax roll in the same manner as property taxes; and WHEREAS, the City of Twentynine Palms finds and determines that the report of the City Manager on unpaid and delinquent charges for the sewer collection services within the City that remain unpaid and delinquent for thirty days or more on July 1, 2022, which is included in the Written Report attached hereto and incorporated herein by this reference, is hereby adopted and approved by the City Council and confirmed for each parcel of property with the City as set forth in said report; and
WHEREAS, on July 20, 2022, at 6:00 p.m., the City Council conducted the hearing on the Written Report and heard and considered all objections or protests thereto, and has determined and hereby finds that protests have not been made by the owners of a majority of the separate parcels or property described in the Written Report; and WHEREAS, the Sewer Fees shall constitute a lien against the parcel or parcels of land described in the Written Report in accordance with California Health and Safety Code sections 5473 et seq.; and
WHEREAS, the City Council has adopted Resolution No. 22-14 approving the Sewer Fee for FY 2022-23; and
WHEREAS, the City Manager has analyzed the costs of services for the subject service area.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TWENTYNINE PALMS, CALIFORNIA RESOLVES AS FOLLOWS:
Section 1. The City Council hereby finds and determines that the above Recitals are true and correct.
Section 2. In accordance with this Council’s resolution directing the filing of a Written Report, the City Manager, or his designee, has filed with the City Clerk said report. The City Council has received and reviewed the Written Report from the City Manager, or his designee, regarding the proposed levy and Sewer Fees for fiscal year 2022-23. All interested persons are referred to that report for a full and detailed description of proposed fees upon assessable lots and parcels of land within the City’s boundaries.
Section 3. The Written Report filed with the City Clerk contains the number of Equivalent Dwelling Units (“EDU”) and real property parcels by land use subject to the Sewer Fees, and the amount of said fees for FY 2022-23 to be imposed thereon, and the Written Report is therefore approved and adopted.
Section 4. The Sewer Fees for FY 2022-23 shall be forwarded to the San Bernardino County Auditor/Controller and shall be collected on the tax roll in the same manner, by the same person, at the same time, together with and not separate from the general taxes.
Section 5. The FY 2022-23 fees to be collected on serviced parcels are as follows:
City Sewer Fees: $35.09 per EDU
Section 6. The unpaid delinquent charges for each corresponding parcel of property within the City identified in the attached City Manager’s Written Report, as confirmed by the City Council, are fixed in the amount set forth in said report and shall be collected on the tax roll in the same manner, by the same person, at the same time, together with and not separate from the general taxes for FY 2022-23.
Section 7. On or before August 10, 2022, the City Clerk is hereby directed to file with the San Bernardino County Auditor/Controller a copy of the Written Report and accompanying attachments, with a statement endorsed thereon over her signature that this has been fully adopted by the City Council, together with a certified copy of this Resolution, and shall request that the Sewer Fees and unpaid delinquent charges be collected on the tax bills for the taxable parcels in the City identified in the Written Report along with the ordinary ad valorem taxes to be levied on and collected from owners of said parcels.
PASSED, APPROVED, AND ADOPTED on the 20th day of July, 2022. ____________________________
Karmolette O’Gilvie, Mayor
ATTEST:
________________________________
Cindy Villescas, City Clerk
I hereby certify that the foregoing Resolution No. 22-___ was duly adopted by the City Council of the City of Twentynine Palms at a regular meeting thereof, held on the 20th day of July 2022, by the following vote of the Council:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAIN: Councilmembers:
________________________________
Cindy Villescas, City Clerk
City of
Twentynine Palms
City Manager's
Written Report
Fiscal Year 2022-23
CITY OF TWENTYNINE PALMS
ASSESED FEES BY LAND USE AND
UNPAID AND DELINQUENT SEWER CHARGES
FISCAL YEAR 2022-23
The undersigned respectfully submits the enclosed report as directed by City Council.
Frank J. Luckino
City Manager
By____________________________
I HEREBY CERTIFY that the enclosed Written Report, together with the assessed fees, delinquent user charges, and Assessment Diagram thereto attached, was filed with me on the _____ day of __________________, 2022
Cindy Villescas,
City Clerk, City of Twentynine Palms,
San Bernardino County,
State of California
By____________________________
I HEREBY CERTIFY that the enclosed Written Report, together with the assessed fees, delinquent user charges, and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Twentynine Palms, California, on the _____ day of __________________, 2022
Cindy Villescas,
City Clerk, City of Twentynine Palms,
San Bernardino County,
State of California
By____________________________
CITY MANAGER’S WRITTEN REPORT
CITY OF TWENTYNINE PALMS
TABLE OF CONTENTS
PART A - Overview ………………………………………………………………….. 1
PART B - Estimated Costs ………………………………………………………….. 2
PART C - City Boundary Diagram ………………………………………………….. 3
PART D - Assessed Fees by Land Use ……………………………………………. 4 PART E - Unpaid and Delinquent Sewer Charges ……………………………...... 5
1 | Page
PART A
OVERVIEW
ꞏ
The City of Twentynine Palms (City) began providing sewer service to customers in a new relatively small downtown project (Phoenix Project) in Fiscal Year (FY) 2020-21. This project is unique in that it has a limited number of customers and will have its own package treatment plant serving only those customers within the new development (see Diagram in page 3).
Willdan Financial Services (“Willdan”) was retained by the City of Twentynine Palms, California (“City”) to conduct a Sewer Rate Study (“Rate Study”) for the City’s new Phoenix Project. The report, dated December 22, 2022, details the results of the Rate Study analysis for the forecast period, fiscal year (FY) 2020-21 through FY 2024-25. The City’s Phoenix Project sewer rates identified in this report are intended to fund operations and maintenance (O&M) costs and capital maintenance costs for this specific system.
The City has been working together with the Project Phoenix development team and Willdan to ensure the system is sustainable with operation costs and infrastructure replacement. The system initially will be a sewer collection system with a septic tank disposal system, along with three monitoring wells to ensure water quality. Approximately every five years, government entities should go through a rate setting process to ensure operational sustainability and infrastructure replacement, however, the City will review this process again in approximately one year, or once the package treatment plant is funded and put into operation.
The sewer rates identified in this report are proportionate to water usage and are governed by Proposition 218 (Prop 218). In accordance with Prop 218, a Rate Study was conducted by Willdan to justify these rates. The Rate Study was presented to the City Council on January 5, 2021 for initial review and comment. On the same day, City Council authorized the mailings of the notices notifying the property and business owners about the proposed fees and the Public Hearing held on February 23, 2021 at 6:00 p.m. in the City Hall Council Chambers, 6136 Adobe Rd, Twentynine Palms, CA 92277. The Public Hearing was published, and a notice was mailed directly to all the City sewer customers and the owner of record of the properties that would receive City sewer service. Only one written protest to the proposed rate was received before the Public Hearing held on February 23, 2021, which accounted for only 3% of the total votes and did not meet the threshold for rejecting the proposed fee. As such, on February 23, 2021, the sewer rates were adopted by more than a two-third vote of the City Council.
2 | Page
PART B
ESTIMATED COSTS
The City’s customer base has been converted to an equivalent dwelling unit (EDU) basis, based on the assumed flows of single-family residential customer. A single-family customer is assumed to contribute 175 gallons of discharge per day. The projected discharge in gallons per day (GPD) for all other customers are divided by 175 to determine their equivalent EDUs.
The rate design analysis used the identified revenue requirements by year and associated EDUs to identify the monthly rate per EDU. As the Phoenix Project sewer utility is a new startup the City will be using funds from outside the Phoenix Project revenue stream to subsidize the monthly rates until the system becomes more mature. Table 1-1 summarizes the rates prior to the subsidy as well as the revised (proposed) rates as a result of the subsidy. (Note: The City is currently working on a new Rate Study at the time this report was prepared, as such the proposed rate shown on the table below for FY 2022-23 will not be implemented until the new Rate Study is adopted by City Council. The sewer rate that will be applied in FY 2022-23 is the same rate as FY 2021-22, or $35.09 per EDU.)
Table 1‐1 ‐ Five‐Year Financial Plan
Project Phoenix Sewer Rates ‐ Fiscal Years 2020‐21 through FY 2024‐25 Billing Category 20‐21 21‐22 (1) 22‐23 (1)(2) 23‐24 (1) 24‐25 (1) Annual Revenue Requirement $30,000 $80,000 $127,000 $165,000 $180,000 Number of EDUs 29 29 55 95 95
Months Effective 4 12 12 12 12
Rate per EDU per Month $256.76 $228.23 $191.69 $142.92 $155.91 Annual Rate Subsidy $25,900 $67,000 $86,202 $93,905 $108,905 Revised (Proposed) Rate per EDU $35.09 $35.09 $61.58 $61.58 $51.65 (1) Effective each July 1 (2) The rate that will be applied for FY 2022‐23 is $35.09 until the City Council adopts a new Rate Study.
The proposed financial plan, including identified revenue needs is presented in Table 1-2 which provides for funding of projected revenue requirements during the forecast period.
Table 1‐2 ‐ Projected Net Operating Fund Results
Fiscal Years 2020‐21 through FY 2024‐25
Description 20‐21 21‐22 22‐23 23‐24 24‐25
a Beginning Cash Balance $0 $2,658 $3,815 $5,202 $1,551 b Total Revenue $30,000 $80,000 $127,000 $165,000 $180,000 c Operating & Maint. Expenses $27,342 $78,843 $111,168 $153,918 $158,536 d Capital Outlay $0 $0 $14,444 $14,733 $15,028
e Net Cash Flow (b‐c‐d) $2,658 $1,157 $1,388 ($3,651) $6,436 Ending Cash Balance (a+e) $2,658 $3,815 $5,203 $1,551 $7,987 Target Cash Reserve $6,742 $19,441 $30,973 $41,858 $42,796
3 | Page
PART C
CITY BOUNDARY DIAGRAM
4 | Page
PART D
City of Twentynine Palms
Assessed Fees by Land Use
Project Phoenix Sewer System Customer Charges – FY 2022-23 Land Use: Commercial
Account
#
Assessor’s
Parcel Numbers
EDU’s Rate per
EDU
Assessment per
Month
Assessment
per Year
1 0617-114-12 3.79 $35.09 $132.99 $1,595.88
2 0617-112-11 0.89 $35.09 $31.23 $374.76
3 0617-112-15 0.15 $35.09 $5.26 $63.12
4 0617-113-12 0.25 $35.09 $8.77 $105.24
5 0617-113-11 2.17 $35.09 $76.15 $913.80
6 0617-113-13 3.79 $35.09 $132.99 $1,595.88
7 0617-112-11 0.25 $35.09 $8.77 $105.24
8 0617-114-10 0.90 $35.09 $31.58 $378.96
9 0617-112-10 0.25 $35.09 $8.77 $105.24
10 0617-113-11 2.17 $35.09 $76.15 $913.80
11 0617-112-27 1.82 $35.09 $63.86 $766.32
12 0617-114-13 0.25 $35.09 $8.77 $105.24
13 0617-114-14 5.05 $35.09 $177.20 $2,126.40
14 0617-112-10 0.25 $35.09 $8.77 $105.24
15 0617-113-12 0.15 $35.09 $5.26 $63.12
16 0617-112-12 5.05 $35.09 $177.20 $2,126.40
17 0617-112-13 5.05 $35.09 $177.20 $2,126.40
19 0617-112-10 3.79 $35.09 $132.99 $1,595.88
GRAND TOTAL 36.02 $1,263.91 $15,166.92
5 | Page
PART E
City of Twentynine Palms
Delinquent and Unpaid Sewer Collection Charges
Government agencies have the ability to place delinquent accounts on to the County tax rolls through a resolution of the City Council. To date, there are 6 parcels with total outstanding balances of $647.56. Between April and July 2022, City Staff has notified the property owners and business owners by mail, phone calls, and in person communication of the unpaid charges; however, the City has not received payment. A notice was sent on June 28, 2022 and July 12, 2022 to each of the property owners and business owners of the parcels listed below regarding the placement of the delinquent charges on the tax roll for FY 2022-23.
Account # Assessor’s Parcel
Numbers
Outstanding
Balance*
4 0617-113-12 $37.54
6 0617-113-13 $142.99
7 0617-112-11 $18.77
11 0617-112-27 $73.86
16 0617-112-12 $187.20
17 0617-112-13 $187.20
GRAND TOTAL $647.56
*Includes penalty fees of $10 per month for late payments
CITY OFFICES: COUNCILMEMBERS
6136 ADOBE ROAD Karmolette O’Gilvie, Mayor
TWENTYNINE PALMS, CA 92277 McArthur Wright, Mayor Pro Tem (760) 367-6799 Steven Bilderain
Fax (760)367-4890 Joel Klink
www.29palms.org Daniel L Mintz, Sr.
CITY MANAGER
Frank J. Luckino, MPA
NOTICE OF SEWER FEES TO BE COLLECTED ON YOUR PROPERTY TAX ROLL Why are you receiving this notice?
The City of Twentynine Palms (“City”) is mailing this notice to you because you are a City sewer customer or are the owner of record of a property that is receiving City sewer service. This notice describes proposed City sewer rates and provides information about a Public Hearing to be held on July 20, 2022 at 6:00 p.m. in the City Hall Council Chambers, 6136 Adobe Rd, Twentynine Palms, CA 92277 regarding the proposed fees to be collected on your Property Tax Roll.
Notice is hereby given that the following rates per EDU (equivalent dwelling unit) will be charged on your property tax bill starting in Fiscal Year 2022-23. The sewer rate was approved by City Council on February 23, 2021, and the fee was added to the City’s Master Fee Schedule adopted on June 14th, 2022 through Resolution No. 22-14.
Proposed Sewer Rates
Monthly Charge - $
Billing Category 2022-2023
All Customers (per Equivalent Dwelling Unit1) $35.09
(1) An equivalent dwelling unit represents 175 gallons per day, the assumed flow of a single-family residential development
(2) Effective July 1
Questions regarding this notice should be directed to the City of Twentynine Palms Finance Department (760) 367-6799 Extension 1013 or email [email protected].
CITY OFFICES: COUNCILMEMBERS
6136 ADOBE ROAD Karmolette O’Gilvie, Mayor
TWENTYNINE PALMS, CA 92277 McArthur Wright, Mayor Pro Tem (760) 367-6799 Steven Bilderain
Fax (760)367-4890 Joel Klink
www.29palms.org Daniel L Mintz, Sr.
CITY MANAGER
Frank J. Luckino, MPA
NOTICE OF UNPAID AND DELINQUENT SEWER CHARGES TO BE COLLECTED ON YOUR
PROPERTY TAX ROLL
Why are you receiving this notice?
The City of Twentynine Palms (“City”) is mailing this notice to you because you are a City sewer customer or are the owner of record of a property that is receiving City sewer service and have an outstanding balance of $XX on your account as of June 30, 2022, which includes a $10 late payment fee. This notice provides information about a Public Hearing to be held on July 20, 2022 at 6:00 p.m. in the City Hall Council Chambers, 6136 Adobe Rd, Twentynine Palms, CA 92277 regarding unpaid and delinquent sewer charges to be collected on your Property Tax Roll.
Questions regarding this notice should be directed to the City of Twentynine Palms Finance Department (760) 367-6799 Extension 1013 or email [email protected].
CITY OF TWENTYNINE PALMS
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that the Twentynine Palms City Council, acting as the Approval Authority, will hold a Public Hearing at 6:00 p.m. on Tuesday, July 20, 2022, at City Hall in the City Council Chambers, 6136 Adobe Road, Twentynine Palms, California. The purpose of the hearing is to consider the following matter:
Adoption of a Resolution of the City Council authorizing the placement of sewer fees on the tax roll for FY 2022-23 and approving the City Manager’s Written Report of assessed fees by land use and delinquent and unpaid sewer collection charges for the purpose of collecting said charges on the tax roll.
ALL INTERESTED ANDIOR AFFECTED PARTIES are invited to submit written comments in favor of, or in opposition to, this matter prior to the time of the hearing, or be heard in support of, or opposition to, the proposed project, at the time of the hearing. For information, please contact Cindy Villescas at (760) 367-6799. /s/ Cindy Villescas CMC
City Clerk
(Pub:T. 07/06/2022)
STAFF REPORT
TO: City Council
FROM: City Clerk
FOR MEETING: Jul 20 2022
SUBJECT: Designation of Voting Delegates and Alternates for the League of California Cities' Annual Conference.
RECOMMENDATION:
The City Council designate a Delegate and Alternate Delegate for the League of California Cities' Annual Conference.
ORDER OF PROCEDURE:
Request Staff Report (City Clerk Presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Discussion of the Motion
Call the Question (roll call or voice vote)
BACKGROUND:
The Annual League of California Cities' Conference is scheduled to be held in Long Beach on September 7-9, 2022. Each Conference has a business meeting where cities are given an opportunity to vote on League Resolutions. These Resolutions set the policy direction for the California League of Cities. The City Council must officially select a delegate and an alternate delegate in order for Twentynine Palms to vote on the Resolutions presented during the business meeting.
ENVIRONMENTAL:
N/A
ALTERNATIVES:
The City Council could choose not to select a delegate or alternate to vote on the Resolutions at the business meeting.
FISCAL IMPACT:
None.
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Water District Ad Hoc Committee.
RECOMMENDATION:
The City Council form an Ad Hoc Committee with the Twenynine Palms Water District and appoint two members from the City Council to be on this Committee.
ORDER OF PROCEDURE:
Request Staff Report (City Manager Presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
BACKGROUND:
Ad hoc is a Latin phrase meaning "for this". During the development of Wastewater and other mutual interest items, a need for this committee exists. The City, through its municipal corporate powers, has the authority to engineer/plan, operate the wastewater treatment, and operation of the collection system in the City. The Water District also has the authority for planning and engineering, but not operations. City and Water District staff have been working together on the planning but, want to ensure elected collaboration is also present.
To evaluate and plan for the mutual interests of the City and Water District, as it relates to wastewater, a formal line of communication needs to be formed. Items such as need of wastewater treatment, location of plant, phasing the project, USGS study, re-use, outreach, etc. The primary purpose of this committee is to discuss wastewater.
ENVIRONMENTAL:
Not Applicable
ALTERNATIVES:
The City Council could choose not to form the committee.
FISCAL IMPACT:
None with the formation of the committee. Page 219 of 338
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Purchase of Property for MBTA (Morongo Basin Transit Agency).
RECOMMENDATION:
The City Council authorize the City Manager to release payment for vacant land in furtherance of the MBTA ultimate Transfer Station for $80,000 as indicated in the stipulated judgement.
ORDER OF PROCEDURE:
Request Staff Report (City Manager Presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Discussion of Motion
Call the Question
ATTACHMENTS:
• Stipulated Judgement
BACKGROUND:
The City is considering acquiring certain properties for the purpose of accommodating public parking and transit center improvements in the City’s downtown (the “Project”). California Government Code Section 65402 requires that a local agency’s planning agency review and report upon whether a proposed acquisition of real property is consistent with the jurisdiction’s adopted General Plan. The properties under consideration are:
APN Record Owner Site Address / Location
0617-104-06 Chesler Irrevocable Trust 1998 Split Rock Avenue 0617-104-07 Chesler Irrevocable Trust 1998 Split Rock Avenue 0617-104-08 Chesler Irrevocable Trust 1998 Split Rock Avenue 0617-104-09 Chesler Irrevocable Trust 1998 Split Rock Avenue 0617-104-17 Chesler Irrevocable Trust 1998 Desert Queen Avenue
The Planning Commission did determine these acquisitions are consistent with the General Plan. The City is a member agency of the MBTA, and is the lead agency for the acquisitions of the above properties. The Chester Irrevocable Trust 1998 will now be acquired by a Court approved settlement (known as a stipulated judgement) after filing of an Eminent Domain suit. The acquisition is now complete with the exception of payment of the legally required compensation. Staff seeks Council approval to allocate funds as required by the stipulated judgement.
ENVIRONMENTAL:
The environmental impacts associated with the Project have been adequately reviewed under CEQA. The Project is exempt from CEQA under Guidelines Section 15332, In-Fill Development Projects. The Project site consists of approximately 1.45 acres, located in the urbanized downtown area; the action will have no effect on the Project site’s General Plan or Zoning designations; and the action will have no effect on protected species, traffic, noise, air quality or water.
ALTERNATIVES:
N/A
FISCAL IMPACT:
The City will seek reimbursement from the MBTA for the transaction.
RUTAN Direct Dial: (714) 641-3407
E-mail: [email protected]
Kim Sarshar
RUTAN & TUCKER, LLP
July 1,2022
VIA FEDEX
Kimberly Moon
Office ofthe Treasurer
State of California
915 Capitol Mall, Room 571
Sacramento, CA 95814
Re: CityofTwentyninePalsmv. Robert J. Testa,
Trustee ofthe 1998 Chester Irrevocable Trust, et al.
San Bernardino Riverside County Superior Court
Dear Ms. Moon,
This office represents the City of Twentynine Palms (the “City”) in the above-captioned eminent domain proceeding. On January 26, 2022, on behalf of the City, our office sent you a check for $46,575.00, which was deposited in comiection with this action (see enclosed receipt).
On May 13, 2022, the Court issued a Stipulated Judgment in Condemnation (“Judgment”).
Enclosed is a certified copy ofthe Judgment.
In accordance with the Judgment, the City hereby requests that the State Treasurer’s Office issue a warrant in the full amount of FORTY-SIX THOUSAND FIVE HUNDRED AND SEVENTY-FIVE DOLLARS ($46,575.00) made payable to the Law Offices of Paul D. Bojic Client Trust Account and mailed to:
Law Offices of Paul D. Bojic
c/o Paul D. Bojic, Esq.
45110 Club Drive, Suite E
Indian Wells, CA 92210-8873
Please contact me at (714) 641-3407 with any questions. Thank you.
Sincerely,
RUT£N'& TUCKER, LLP
Tvim Sarshar
Paralegal
Enclosures
cc: Jos<oseph D. Larsen, Esq.
18575 Jamboree Road, 9th Floor, Irvine, CA 92612 l 714.641.5100 I Fax 714.546.9035 Orange County I Palo Alto I San Francisco l www.rutan.com 2758/014122-0049
18006369.1 a07/01/22
STATECECMmeNIA
REPORT TO STATE CONTROLLER OF
REMITTANCE TO STATE TREASURER
TC- S3
AGENCY: KKi UMECRT TO* (EUWI7J [APPROWUAT1CN DATA:
State Treasurer's Office 9991 Condemnation Deposit Fund 1 ST921082
I
2 3
4 5
6 7
8 9
10 11
12 13
14 15
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28 RUTAN& TUCKER, LLP
A. Patrick Munoz (State Bar No. 143-901)
[email protected]
Joseph D. Larsen (State Bar No. 244506)
[email protected]
Samantha Lamm (State Bar No. 203094)
[email protected]
18575 Jamboree Road, 9th Floor
Irvine, California 92612
Telephone: 714-641-5100
Facsimile: 714-546-9035
Attorneys for Plaintiff
CITY OF TWENTYNINE PALMS
SUPERIOR COURT OF THE STATE OF CALIFORNIA
COUNTY OF SAN BERNARDINO, SAN BERNARDINO DISTRICT - CIVIL DIVISION Case No. CIV SB 2201135
Assignedfor All Purposes to:
Hon. Tom Garza, Dept. S27
|ESfi®esmHTIPULATED JUDGMENT
IN CONDEMNATION
[APNs 0617-104-06, 07, 08, 09, and 17]
Action Filed: January 18, 2022
Trial Set: Not Set
CITY OF TWENTYNINE PALMS, a municipal
corporation,
Plaintiff,
vs.
ROBERT J. TESTA, TRUSTEE OF THE 1998
CHESLER IRREVOCABLE TRUST;
SOUTHERN CALIFORNIA TELEPHONE
COMPANY, a California corporation,
COUNTY OF SAN BERNARDINO, a public
agency; DOES 1-100 inclusive; and ALL
PERSONS UNKNOWN CLAIMING ANY
TITLE OR INTEREST IN OR TO THE
PROPERTY,
Defendants.
MAY 1 3 2022
JESsicajoanis,"deputy
2284/014122-0061
17689744.1 a04/29/22
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[PROPOSED] STIPULATED JUDGMENT IN CONDEMNATION
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It appearing to the Court that Plaintiff CITY OF TWENTYNINE PALMS (“City”), and Defendant ROBERT J. TESTA, TRUSTEE OF THE 1998 CHESLER IRREVOCABLE TRUST (“Defendant”), having stipulated that the Judgment in Condemnation as herein set forth may be entered, and it appearing further to be proper to do so:
5. IT IS HEREBY ORDERED, ADJUDGED, AND DECREED that the total amount ofjust compensation to be paid to Defendant for the condemnation of all right, title and fee simple interest in the property more specifically described in Exhibit 1, attached hereto and incorporated herein by this reference, and depicted in the map attached hereto as Exhibit 2 (collectively, the “Acquired Property”), is the sum ofEIGHTY THOUSAND DOLLARS ($80,000.00), inclusive of attorneys’ fees, damages, recoverable costs, and any element of payment or compensation whatsoever. Any interest not set forth herein that would otherwise be calculated pursuant to Code of Civil Procedure sections 1268.310 - 1268.360, or as otherwise provided by law, is included within the above-referenced settlement amount;
6. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that:
(i) Upon entry ofthis Judgment, the State Treasurer shall draw a warrant on the State Treasury, Condemnation Deposit Fund, for the entire amount ofthe funds on deposit in the sum ofFORTY-SIX THOUSAND FIVE HUNDRED SEVENTY-FIVE DOLLARS ($46,575.00), made payable as follows:
Law Offices ofPaul D. Bojic Client Trust Account
c/o Paul D. Boiic, Esq.
45110 Club Dr SteE
Indian Wells, CA 92210-8873.
(ii) City shall, on or before thirty (30) days after the entry ofthis Judgment, pay to Defendants the balance ofthe total award in the sum of THIRTY THREE THOUSAND FOUR HUNDRED TWENTY FIVE DOLLARS ($33,425.00) by a check made payable as follows:
Law Offices ofPaul D. Bojic Client Trust Account
c/o Paul D. Boiic. Esq.
45110 Club Dr SteE
Indian Wells, CA 92210-8873.
Ill
III
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17689744.1 a04/29/22 [PROPOSED] STIPULATED JUDGMENT IN CONDEMNATION
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7. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that the total amount of compensation to be paid to Defendants as provided above is and shall constitute the total just compensation due for the condemnation ofDefendant’s rights, title, and interest of every kind in the Acquired Property.
8. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that the total amount of compensation to be paid to Defendant as provided above is and shall constitute the total just compensation - and final allocation of compensation -for condemnation ofthe Acquired Property. Defendant has represented that (i) no other persons, including but not limited to tenants and lessees, have any rights to assert claims for compensation for condemnation or taking ofthe Acquired Property or for damages to the remainder (“Compensation”) and (ii) that Defendant is the only persons or entities entitled to Compensation in connection with the City’s condemnation ofthe Acquired Property. This Judgment extinguishes all ofthe Defendant’s claims in this action, and all claims which Defendants could have brought in this action against the City, including but not limited to compensation for the Acquired Property, claims for fair market value ofthe real or personal property affected, loss or reduction ofrents, loss ofbusiness goodwill, precondemnation damages, interest, attorneys’ fees, litigation expenses, costs, claims for prior deposits, claims for inverse condemnation, and all other damages and claims of every kind or nature suffered or to be suffered by reason ofCity’s acquisition ofthe Acquired Property and construction, operation and use ofthe project in the manner proposed.
9. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that the use for which the Acquired Property is sought to be condemned, is authorized by law, is a public use, and the taking in condemnation is necessary for that use.
10. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that each party shall bear its own costs and litigation expenses in this action, including but not limited to all attorney’s fees, appraisers’ fees, engineers’ fees, and any and all other fees or costs of any nature including any costs set forth in Code ofCivil Procedure § 1033.5.
11. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that trial, right to trial, hearing on the issues, making and filing of a Statement ofDecision, the right to move for a -3-
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new trial or appeal, and Notice ofEntry ofJudgment are waived by Defendant, and that upon payment by the City as specified above, the City shall be entitled to this Court’s entry of a Final Order ofCondemnation as against Defendant.
12. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that the following named defendants have on the dates indicated disclaimed any right, title or interest in the Acquired Property to be condemned hereunder, and are not entitled to any compensation:
Disclaimer-April 25, 2022
Disclaimer - April 4, 2022
SOUTHERN CALIFORNIA TELEPHONE
COMPANY, a California corporation
COUNTY OF SAN BERNARDINO, a public
agency
13. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that the following named defendants have been dismissed:
ALL PERSONS UNKNOWN CLAIMING ANY Dismissed -April 8, 2022
TITLE OR INTEREST IN OR TO THE
PROPERTY
The remaining “Doe Defendants” in this action, to wit, Does 1 through 100, inclusive, are hereby dismissed.
14. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that effective upon the payment of compensation as provided hereunder, all Acquired Property interests described in the Complaint, shall be condemned to City as against Defendant pursuant to the interests described in the Complaint, and all interests of Defendant in and to the Acquired Property described in the Complaint, to the extent any way inconsistent with any ofthe interests so condemned, shall be terminated.
Ill
III
III
III
III
III
III
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15. IT IS FURTHER ORDERED, ADJUDGED AND DECREED that all taxes and assessments, penalties, and cost which are a lien on the condemned interest in the Acquired Property, including all taxes and assessments which are apportioned or imposed with respect to that portion ofthe fiscal year after the date of apportionment are hereby cancelled and extinguished pursuant to section 5081, et seq., ofthe Revenue and Taxation Code as ofthe date of apportionment.
SO ORDERED.
Dated:
Hon. Tom Garza
Judge ofthe Superior Court'"
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2284/014122-0061 --------------------------------------------------------------------------------------------------------------------------------—------- 17689744.1 a04/29/22 [PROPOSED] STIPULATED JUDGMENT IN CONDEMNATION
EXHIBIT 1
TO STIPULATED
JUDGMENT IN
CONDEMNATION
(ATTACHED)
LEGAL DESCRIPTION
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF
TWENTYNINE PALMS, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:
LOTS 71, 72, 73, 74 AND 82 OF TRACT NO. 2520, NEW TOWNSITE ADDITION, IN THE
CITY OF TWENTYNINE PALMS, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORD IN BOOK 36 OF MAPS, PAGE 17, RECORD OF SAID COUNTY.
EXHIBIT 2
TO STIPULATED
JUDGMENT IN
CONDEMNATION
(ATTACHED)
PLAT MAP DEPICTING THE ACQUIRED PROPERTY
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THE DOCUMENT TO WHICH THIS CERTIFICATION
IS ATTACHED, CONSISTING OF PAGE(S), IS A
FULL, TRUE AND CORRECT COPY OF THE ORIGINAL
ON FILE AND OF RECORD IN MY OFFICE.
ATTEST NANCY CSEBERHARDT
Clerk of the Superior Court of the State of California, in and for the County of San Bernardino.
JUN 2 9 2022
Date.
4 nAjfd&r i
Deputy
STAFF REPORT
TO: City Council
FROM: City Manager
FOR MEETING: Jul 20 2022
SUBJECT: Wastewater Treatment and Owners Representative.
RECOMMENDATION:
The City Council authorize the City Manager to negotiate and execute an agreement with Carollo Engineers to provide engineering services for the furtherance of the City Wastewater Treatment Project in the amount of $391,592.
ORDER OF PROCEDURE:
Request Staff Report (City Manager presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Call the Question
ATTACHMENTS:
• Proposed Scope of Work
• State of Qualifications (SOQ)
• Carollo SOQ Proposal
BACKGROUND:
Wastewater generated in the City of Twentynine Palms is generally treated utilizing individual on-site septic tanks with leach fields or seepage pits. As population growth continues and more lands are urbanized, water usage, and therefore, septic loading within the City is anticipated to increase. Given that groundwater is currently the area’s only source of water supply, understanding the potential effects of growth on water use and sewer loadings to the groundwater is very important. Based on the previous plans developed, it was shown that the creation of a regional wastewater collection system and wastewater treatment facility will ensure the City’s residents are equipped with lasting, sustainable, basic infrastructure, while also removing a barrier for future growth within the City.
The City received State grant funding for the preparation of a feasibility study, preliminary design, environmental study, and financial analysis for a regional wastewater collection system (not including a wastewater treatment facility). The City has retained NV5 to prepare the feasibility and preliminary design of the collection system, and Terra Nova to prepare the environmental document. In addition, the City has partnered with the United States Geological Survey (USGS) to study the City’s groundwater and impacts of septic tanks The City intends to further pursue available State funding resources for the planning and design of the WWTF, and construction of both the regional collection system and treatment facility. In November 2022, a $350 million State grant to fund septic to sewer conversions for Disadvantaged Communities (DAC) will open with applications accepted through March. If successful, construction must commence in 2024 and be completed by December 2026. The purpose of this scope of work is to provide professional engineering services to support the further pursuit of additional grant Page 235 of 338 funding, provide preliminary planning, and high-level analysis of a future City Wastewater Treatment Facility (WWTF), and develop up to 30% design level plans and bridging documents to support the procurement of a design builder (it is anticipated that they WWTF will be procured using a design-build delivery).
The City released a SOQ (Statement of Qualifications) to retain a professional engineering firm, specializing in Wastewater, to help guide the project. The SOQ closed in May with three SOQs submitted. The reviewers were Frank J. Luckino (City Manager), Matt Shragge (General Manager at Twentynine Palms Water District), Mike Podegracz (Engineer with Charles Abbott and Associates), and Ed Muzik (Retired General Manager from HiDesert Water District). The Committee selected Carollo Engineers.
Carollo Engineers for 85 years supported the planning, design, construction, and startup of wastewater treatment plants across the country, regardless of size, type, or purpose. They are committed to unparalleled experience and knowledge to meet each organization and community's unique wastewater needs now and into the future.
Carollo offers comprehensive process expertise in both conventional and emerging technologies with an unwavering focus on excellence in facilities planning and design.
ENVIRONMENTAL:
Not for this task, however the Environmental Analysis is underway.
ALTERNATIVES:
The City Council could choose to deny, change, or adjust the scope.
FISCAL IMPACT:
The task will be paid by State Grant ($91,592), County ARPA $175,000, and City ARPA of $125K.
5355 MIRA SORRENTO PLACE, SUITE 270 • SAN DIEGO, CALIFORNIA 92121 • P. 858.505.1020 • F. 858.505.1015 pw://Carollo/Documents/Error! Unknown document property name./Error! Unknown document property name. PAGE 1 of 6
WASTEWATER TREATMENT FACILITY
CONCEPTUAL DESIGN AND ENGINEERING REPORT
SCOPE OF WORK – DRAFT JUNE
City of 29 Palms
Background
Wastewater generated in the City of Twentynine Palms is generally treated utilizing individual on-site septic tanks with leach fields or seepage pits. As population growth continues and more lands are urbanized, water usage, and therefore, septic loading within the City is anticipated to increase.
Given that groundwater is currently the area’s only source of water supply, understanding the potential effects of growth on water use and sewer loadings to the groundwater is very important.
Based on the previous plans developed, it was shown that the creation of a regional wastewater collection system and wastewater treatment facility will ensure the City’s residents are equipped with lasting, sustainable, basic infrastructure, while also removing a barrier for future growth within the City.
The City received State grant funding for the preparation of a feasibility study, preliminary design, environmental study, and financial analysis for a regional wastewater collection system (not including a wastewater treatment facility). The City has retained NV9 to prepare the feasibility and preliminary design of the collection system, and Terra Nova to prepare the environmental document. In addition, the City has partnered with the United States Geological Survey (USGS) to study the City’s groundwater and impacts of septic tanks
The City intends to further pursue available State funding resources for the planning and design of the WWTF, and construction of both the regional collection system and treatment facility. In November , a :;9 million State grant to fund septic to sewer conversions for Disadvantaged Communities (DAC) will open with applications accepted through March ;. If successful, construction must commence in < and be completed by December =.
The purpose of this scope of work is to provide professional engineering services to support the further pursuit of additional grant funding, provide preliminary planning, and high-level analysis of a future City Wastewater Treatment Facility (WWTF), and develop up to ;% design level plans and bridging documents to support the procurement of a design builder (it is anticipated that they WWTF will be procured using a design-build delivery).
Shown on the following page is a workflow diagram illustrating the relationship of the tasks described in this scope of work and how the work will be completed. Blue task boxes represent tasks associated with the WWTF, and green task boxes represent tasks associated with the collection system.
5355 MIRA SORRENTO PLACE, SUITE 270 • SAN DIEGO, CALIFORNIA 92121 • P. 858.505.1020 • F. 858.505.1015 pw://Carollo/Documents/Error! Unknown document property name./Error! Unknown document property name. PAGE 2 of 6
WWTF Conceptual Design and Engineering Report
PAGE 3 of 6
Project Team
The project team for this work contains experts in both treatment plant design and planning, as well as experienced professionals in septic to sewer conversion program delivery. The staff outlined below will be supplemented as needed with additional technical staff to serve the needs of the City and project.
Task 1 – Project Management and Meetings
It is assumed that the work will have an initial duration of A-months, from June to May ;. This task includes managing the project team and supervision of staff, coordination with the City and relevant regulatory agencies and utility companies, establishing and maintaining an overall project schedule, scheduling and conducting regular review meetings, and management of the project budget.
The task also includes preparation of monthly project progress reports, invoices, and updates to the action item, decision, and change logs.
To provide regular updates to the City, it is assumed that a one-hour Teams call will take place bi-weekly.
Deliverables: Monthly invoices and project progress reports, verbal reports at bi-weekly Teams meetings.
Schedules, action items, change logs, and decision logs as requested.
Task 2 – Feasibility Study
Using information provided in the feasibility study currently underway by NV9, Carollo will prepare a feasibility study focusing on the WWTF. Decisions and designed completed as a part of the WWTF Feasibility Study will form the basis for the engineer’s report of waste discharge (Task <).
WWTF Conceptual Design and Engineering Report
PAGE 4 of 6
This task assumes that flow data, including flow constituents and future flow projections will be provided in the initial NV9 feasibility study.
Task 2.1 – Review Existing Reports, Studies, and Information Carollo will review the existing information compiled on the WWTF, collection system, and recharge site.
Existing USGS and groundwater information will be reviewed as available.
This task will also include a review of the feasibility study developed by NV9, specifically focusing on the flow loading, pipe sizing, and other relevant metrics in the study to provide either concurrence or comments on the planned sizing of the collection system and the future WWTF.
Deliverables: List of questions and/or missing relevant studies.
Task 2.2 – WWTF Siting Analysis
Carollo will review the two sites suggested in the NV9 feasibility study in detail and expand upon the pros/cons of each site. This analysis will include a complete look at the potential sites, including their proximity and easy of connection to the collection system, access, community impact, and available property. Each site should also be carefully considered regarding its proximity to potential discharge locations, and position within the underlying groundwater water basin and groundwater function (potable vs. non-potable). In addition to proximity to discharge locations, the sites will also be considered and analyzed for their proximity to the floodplain. The study will identify sites within and outside the floodplain and detail the requirements and criteria necessary to build in each locations.
Deliverables: None. This task will inform the feasibility study in Task %.& Task 2.3 – Process, Disposal, and Solid Handling Options Carollo will develop process, disposal, and solids handling alternatives for the future WWTF. This first step in this process is identification and development of potential effluent disposal options, including percolation or injection into the ground. With this process, it is critical to understand the use of the underlying groundwater basin, as it will dictate the level of treatment required. Carollo will consider alternatives to transport the effluent to a non-potable basin compared to treating effluent to a higher standard for potential recharge into a potable aquifer.
Once potential effluent disposal options have been identified, treatment processes can be outlined to meet the required treatment levels needed per the planned effluent disposal process. These options may include the methods outlined in the NV9 study or may be new methods identified by Carollo.
Deliverables: None. This task will inform the feasibility study in Task %.& Task 2.4 – Draft and Final Feasibility Study
Carollo will use the information gathered and decisions made in the preceding tasks to develop draft and final versions of the WWTF Feasibility Study. This feasibility study will outline the details and decisions made regarding the WWTF locations, treatment process, disposal method, and solids handling process identified in Task . and Task .;.
The feasibility study is planned to be delivered in both a draft and final version. The draft version will be submitted to the City for review, and comments received on the draft will be incorporated into the final submittal.
Deliverables: Draft and final feasibility studies delivered in PDF format.